IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,657,696 shares
Latest Disclosed Value $ 282,657,296
Dimensional Fund Advisors Lp reports 4.19% increase in ownership of IQV / IQVIA Holdings Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,657,696 shares of IQVIA Holdings Inc. (MX:IQV) valued at $282,657,296 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,591,053 shares of IQVIA Holdings Inc.. This represents a change in shares of 4.19% 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)
2026-05-07 2026-03-31 13F IQVIA HLDGS COM 46266C105 1,657,696 66,643 4.19 282,657 -21.19 0.0587
2026-02-12 2025-12-31 13F IQVIA HLDGS COM 46266C105 1,591,053 168,989 11.88 358,667 32.84 0.0752
2025-11-12 2025-09-30 13F IQVIA HLDGS COM 46266C105 1,422,064 12,508 0.89 269,990 21.54 0.0579
2025-08-12 2025-06-30 13F IQVIA HLDGS COM 46266C105 1,409,556 -19,005 -1.33 222,141 -11.80 0.0514
2025-05-13 2025-03-31 13F IQVIA HLDGS COM 46266C105 1,428,561 40,699 2.93 251,852 -7.66 0.0626
2025-02-13 2024-12-31 13F IQVIA HLDGS COM 46266C105 1,387,862 214,046 18.24 272,744 -1.94 0.0655
2024-11-07 2024-09-30 13F IQVIA HLDGS COM 46266C105 1,173,816 -23,268 -1.94 278,142 9.88 0.0675
2024-08-09 2024-06-30 13F IQVIA HLDGS COM 46266C105 1,197,084 60,827 5.35 253,125 -11.91 0.0661
2024-05-10 2024-03-31 13F IQVIA HLDGS COM 46266C105 1,136,257 31,475 2.85 287,348 12.41 0.0778
2024-02-07 2023-12-31 13F IQVIA HLDGS COM 46266C105 1,104,782 85,428 8.38 255,634 27.46 0.0746
2023-11-09 2023-09-30 13F IQVIA HLDGS COM 46266C105 1,019,354 26,664 2.69 200,568 -10.11 0.0658
2023-08-09 2023-06-30 13F IQVIA HLDGS COM 46266C105 992,690 112,409 12.77 223,120 27.45 0.0711
2023-05-12 2023-03-31 13F IQVIA HLDGS COM 46266C105 880,281 92,304 11.71 175,068 108,637.89 0.0590
2023-02-09 2022-12-31 13F IQVIA HLDGS COM 46266C105 787,977 118,951 17.78 161 -99.87 0.0477
2022-11-10 2022-09-30 13F IQVIA HLDGS COM 46266C105 669,026 45,338 7.27 121,192 -10.44 0.0465
2022-08-12 2022-06-30 13F IQVIA HLDGS COM 46266C105 623,688 5,949 0.96 135,316 -5.26 0.0485
2022-05-13 2022-03-31 13F IQVIA HLDGS COM 46266C105 617,739 -42,996 -6.51 142,828 -23.38 0.0440
2022-02-09 2021-12-31 13F IQVIA HLDGS COM 46266C105 660,735 -215,080 -24.56 186,419 -11.15 0.0564
2021-11-12 2021-09-30 13F IQVIA HLDGS COM 46266C105 875,815 -31,909 -3.52 209,806 -4.62 0.0676
2021-08-12 2021-06-30 13F IQVIA HLDGS COM 46266C105 907,724 -113,649 -11.13 219,964 11.52 0.0696
2021-05-14 2021-03-31 13F IQVIA HLDGS COM 46266C105 1,021,373 29,882 3.01 197,248 11.04 0.0652
2021-03-08 2020-12-31 13F/A-2 IQVIA HLDGS COM 46266C105 991,491 43,429 4.58 177,632 18.89 0.0641
2021-02-11 2020-12-31 13F IQVIA HLDGS COM 46266C105 991,491 43,429 177,632 64,151.2367
2020-11-12 2020-09-30 13F IQVIA HLDGS COM 46266C105 948,062 15,806 1.70 149,405 13.00 0.0634
2020-08-13 2020-06-30 13F IQVIA HLDGS COM 46266C105 932,256 -34,640 -3.58 132,220 26.72 0.0581
2020-05-14 2020-03-31 13F IQVIA HLDGS COM 46266C105 966,896 -3,958 -0.41 104,338 -30.44 0.0544
2020-02-14 2019-12-31 13F IQVIA HLDGS COM 46266C105 970,854 -90,654 -8.54 149,997 -5.40 0.0547
2019-11-12 2019-09-30 13F IQVIA HLDGS COM 46266C105 1,061,508 -270,077 -20.28 158,560 -25.98 0.0616
2019-08-13 2019-06-30 13F IQVIA HLDGS COM 46266C105 1,331,585 -65,640 -4.70 214,211 6.59 0.0832
2019-08-12 2019-03-31 13F/A-2 IQVIA HLDGS COM 46266C105 1,397,225 -61,314 -4.20 200,974 18.63 0.0800
2019-05-10 2019-03-31 13F IQVIA HLDGS COM 46266C105 1,397,225 -61,314 200,974
2019-02-26 2018-12-31 13F/A-1 IQVIA HLDGS COM 46266C105 1,458,539 136,768 10.35 169,413 -1.22 0.0767
2019-02-13 2018-12-31 13F IQVIA HLDGS COM 46266C105 1,458,539 136,768 169,413
2018-11-13 2018-09-30 13F IQVIA HLDGS COM 46266C105 1,321,771 111,645 9.23 171,501 41.99 0.0653
2018-08-10 2018-06-30 13F IQVIA HLDGS COM 46266C105 1,210,126 -3,948 -0.33 120,786 1.40 0.0482
2018-05-11 2018-03-31 13F IQVIA HLDGS COM 46266C105 1,214,074 341,692 39.17 119,113 39.46 0.0496
2018-02-12 2017-12-31 13F IQVIA HLDGS COM 46266C105 872,382 872,382 85,411 0.0354
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.