IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionFDx Advisors, Inc.
Latest Disclosed Ownership1,293 shares
Latest Disclosed Value $ 221
FDx Advisors, Inc. ownership in IQV / IQVIA Holdings Inc.

On May 1, 2026 - FDx Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,293 shares of IQVIA Holdings Inc. (MX:IQV) valued at $221 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 0 shares of IQVIA Holdings Inc..

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 1,293 1,293 0 0.0706
2026-02-10 2025-12-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 0 -1,205 -100.00 0 0.0000
2025-11-04 2025-09-30 13F IQVIA HLDGS INC COM Common Stock 46266C105 1,205 1,205 0 0.0782
2025-02-03 2024-12-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 0 -941 -100.00 0 0.0000
2024-11-04 2024-09-30 13F IQVIA HLDGS INC COM Common Stock 46266C105 941 -62 -6.18 0 0.0608
2024-08-02 2024-06-30 13F IQVIA HLDGS INC COM Common Stock 46266C105 1,003 -116 -10.37 0 0.0586
2024-05-03 2024-03-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 1,119 -1,382 -55.26 0 0.0430
2024-02-13 2023-12-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 2,501 324 14.88 1 0.0448
2023-11-02 2023-09-30 13F IQVIA HLDGS INC COM Common Stock 46266C105 2,177 -814 -27.21 0 0.0355
2023-07-17 2023-06-30 13F IQVIA HLDGS INC COM Common Stock 46266C105 2,991 781 35.34 1 0.0369
2023-05-22 2023-03-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 2,210 0 0.00 0 0.0197
2023-02-10 2022-12-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 2,210 -126 -5.39 0 -100.00 0.0197
2022-11-10 2022-09-30 13F IQVIA HLDGS INC COM Common Stock 46266C105 2,336 -384 -14.12 423 -28.31 0.0190
2022-08-03 2022-06-30 13F IQVIA HLDGS INC COM Common Stock 46266C105 2,720 74 2.80 590 -3.59 0.0221
2022-05-03 2022-03-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 2,646 -3,736 -58.54 612 -66.02 0.0207
2022-02-01 2021-12-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 6,382 49 0.77 1,801 18.72 0.0498
2021-10-08 2021-09-30 13F IQVIA HLDGS INC COM 46266C105 6,333 -265 -4.02 1,517 -5.13 0.0483
2021-08-05 2021-06-30 13F IQVIA HLDGS INC COM Common Stock 46266C105 6,598 147 2.28 1,599 28.33 0.0531
2021-04-14 2021-03-31 13F/A-1 IQVIA HLDGS INC COM Common Stock 46266C105 6,451 -347 -5.10 1,246 2.30 0.0470
2021-04-13 2021-03-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 1,246 -5,552 6,451 27,507.3356
2021-02-08 2020-12-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 6,798 -3,513 -34.07 1,218 -25.05 0.0502
2020-11-12 2020-09-30 13F IRHYTHM TECHNOLOGIES INC COM Common Stock 46266C105 10,311 2,267 28.18 1,625 42.42 0.0761
2020-07-22 2020-06-30 13F IQVIA HLDGS INC COM Common Stock 46266C105 8,044 5,316 194.87 1,141 288.10 0.0598
2020-05-22 2020-03-31 13F/A-1 IQVIA HLDGS INC COM Common Stock 46266C105 2,728 285 11.67 294 -22.02 0.0191
2020-05-13 2020-03-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 10,993 8,550 595 35,172.7811
2020-02-12 2019-12-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 2,443 128 5.53 377 8.96 0.0208
2019-11-07 2019-09-30 13F IQVIA HLDGS INC COM Common Stock 46266C105 2,315 -33,703 -93.57 346 -94.03 0.0239
2019-07-19 2019-06-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 36,018 2,936 8.87 5,795 21.77 0.2271
2019-05-14 2019-03-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 33,082 28,722 658.76 4,759 838.66 0.1930
2019-04-29 2018-12-31 13F/A-1 IQVIA HLDGS INC COM COMMON STOCK 46266C105 4,360 -29,092 -86.97 507 -88.32 0.0417
2019-02-07 2018-12-31 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 34,153 701 3,968 89,451.6084
2018-11-13 2018-09-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 33,452 1,227 3.81 4,340 34.91 0.1612
2018-08-08 2018-06-30 13F IQVIA HLDGS INC COM COMMON STOCK 46266C105 32,225 2,760 9.37 3,217 11.28 0.1162
2018-05-02 2018-03-31 13F IQVIA HLDGS INC COM Common Stock 46266C105 29,465 4,080 16.07 2,891 16.34 0.0862
2018-02-09 2017-12-31 13F IQVIA HLDGS INC COM ADDED COMMON STOCK 46266C105 25,385 25,385 2,485 0.0676
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.