IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership53,899 shares
Latest Disclosed Value $ 9,191,936
Baird Financial Group, Inc. reports 17.56% increase in ownership of IQV / IQVIA Holdings Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 53,899 shares of IQVIA Holdings Inc. (MX:IQV) valued at $9,191,936 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 45,849 shares of IQVIA Holdings Inc.. This represents a change in shares of 17.56% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F IQVIA HLDGS COM 46266C105 53,899 8,050 17.56 9,192 -11.06 0.0077
2026-02-13 2025-12-31 13F IQVIA HLDGS INC COM COMMON 46266C105 45,849 -677 -1.46 10,335 16.94 0.0161
2025-11-13 2025-09-30 13F IQVIA HLDGS INC COM COMMON 46266C105 46,526 -302 -0.64 8,837 19.76 0.0142
2025-08-13 2025-06-30 13F IQVIA HLDGS INC COM COMMON 46266C105 46,828 -1,070 -2.23 7,380 -12.61 0.0129
2025-05-15 2025-03-31 13F IQVIA HLDGS INC COM COMMON 46266C105 47,898 -13,125 -21.51 8,444 -29.58 0.0163
2025-02-14 2024-12-31 13F IQVIA HOLDINGS COMMON 46266C105 61,023 1,319 2.21 11,992 -15.25 0.0229
2024-11-14 2024-09-30 13F IQVIA HOLDINGS COMMON 46266C105 59,704 -961 -1.58 14,148 10.30 0.0275
2024-08-14 2024-06-30 13F IQVIA HOLDINGS COMMON 46266C105 60,665 539 0.90 12,827 -15.64 0.0266
2024-05-14 2024-03-31 13F IQVIA HOLDINGS COMMON 46266C105 60,126 -6,406 -9.63 15,205 -1.23 0.0319
2024-02-14 2023-12-31 13F IQVIA HOLDINGS COMMON 46266C105 66,532 51 0.08 15,394 17.69 0.0351
2023-11-13 2023-09-30 13F IQVIA HOLDINGS COMMON 46266C105 66,481 -855 -1.27 13,080 -13.58 0.0357
2023-08-11 2023-06-30 13F IQVIA HOLDINGS COMMON 46266C105 67,336 -1,904 -2.75 15,135 9.90 0.0399
2023-05-15 2023-03-31 13F IQVIA HOLDINGS COMMON 46266C105 69,240 -3,659 -5.02 13,771 98,264.29 0.0340
2023-02-13 2022-12-31 13F IQVIA HOLDINGS COMMON 46266C105 72,899 -2,094 -2.79 15 -99.90 0.0393
2022-11-15 2022-09-30 13F IQVIA HOLDINGS COMMON 46266C105 74,993 -2,108 -2.73 13,585 -18.80 0.0400
2022-08-08 2022-06-30 13F IQVIA HOLDINGS COMMON 46266C105 77,101 -22,465 -22.56 16,730 -27.33 0.0464
2022-05-13 2022-03-31 13F IQVIA HOLDINGS COMMON 46266C105 99,566 2,201 2.26 23,021 -16.20 0.0569
2022-02-09 2021-12-31 13F IQVIA HOLDINGS COMMON 46266C105 97,365 -5,857 -5.67 27,471 11.11 0.0642
2021-11-12 2021-09-30 13F IQVIA HLDGS INC COM COMMON 46266C105 103,222 41 0.04 24,725 -1.11 0.0632
2021-08-11 2021-06-30 13F IQVIA HLDGS INC COM COMMON 46266C105 103,181 -2,140 -2.03 25,003 22.91 0.0650
2021-05-13 2021-03-31 13F IQVIA HLDGS INC COM COMMON 46266C105 105,321 -890 -0.84 20,342 6.89 0.0571
2021-02-11 2020-12-31 13F IQVIA HLDGS INC COM COMMON 46266C105 106,211 2,815 2.72 19,030 16.76 0.0569
2020-11-12 2020-09-30 13F IQVIA HOLDINGS COMMON 46266C105 103,396 171 0.17 16,298 11.28 0.0558
2020-10-22 2020-06-30 13F/A-1 IQVIA HOLDINGS COMMON 46266C105 103,225 3,886 3.91 14,646 36.69 0.0552
2020-08-14 2020-06-30 13F IQVIA HOLDINGS COMMON 46266C105 89,702 -9,637 13,859 27,465.3893
2020-05-14 2020-03-31 13F IQVIA HLDGS INC COM COMMON 46266C105 99,339 1,881 1.93 10,715 -28.84 0.0489
2020-02-14 2019-12-31 13F IQVIA HOLDINGS COMMON 46266C105 97,458 6,715 7.40 15,058 11.09 0.0541
2019-11-14 2019-09-30 13F IQVIA HLDGS Common 46266C105 90,743 -4,127 -4.35 13,555 -11.20 0.0534
2019-08-14 2019-06-30 13F IQVIA HLDGS COMMON 46266C105 94,870 3,316 3.62 15,264 15.90 0.0593
2019-05-14 2019-03-31 13F IQVIA HOLDINGS COMMON 46266C105 91,554 -8,918 -8.88 13,170 12.83 0.0770
2019-02-14 2018-12-31 13F IQVIA HOLDINGS COMMON 46266C105 100,472 28,150 38.92 11,672 24.08 0.0792
2018-11-13 2018-09-30 13F IQVIA HOLDINGS COMMON 46266C105 72,322 27,678 62.00 9,407 111.11 0.0589
2018-08-13 2018-06-30 13F IQVIA HOLDINGS COMMON 46266C105 44,644 1,434 3.32 4,456 5.12 0.0302
2018-05-14 2018-03-31 13F IQVIA HOLDINGS COMMON 46266C105 43,210 12,569 41.02 4,239 41.30 0.0298
2018-02-09 2017-12-31 13F IQVIA HOLDINGS COMMON 46266C105 30,641 30,641 3,000 0.0212
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.