IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership2,032 shares
Latest Disclosed Value $ 346,539
Independent Advisor Alliance reports 11.03% decrease in ownership of IQV / IQVIA Holdings Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 2,032 shares of IQVIA Holdings Inc. (MX:IQV) valued at $346,539 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,284 shares of IQVIA Holdings Inc.. This represents a change in shares of -11.03% 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)
2026-05-12 2026-03-31 13F IQVIA HLDGS COM 46266C105 2,032 -252 -11.03 347 -32.68 0.0021
2026-02-04 2025-12-31 13F IQVIA HLDGS COM 46266C105 2,284 410 21.88 515 44.79 0.0125
2025-11-04 2025-09-30 13F IQVIA HLDGS COM 46266C105 1,874 210 12.62 356 35.50 0.0092
2025-08-11 2025-06-30 13F IQVIA HLDGS COM 46266C105 1,664 -137 -7.61 262 -17.35 0.0076
2025-05-12 2025-03-31 13F IQVIA HLDGS COM 46266C105 1,801 72 4.16 318 -6.49 0.0105
2025-02-07 2024-12-31 13F IQVIA HLDGS COM 46266C105 1,729 574 49.70 340 24.18 0.0045
2024-11-13 2024-09-30 13F IQVIA HLDGS COM 46266C105 1,155 -104 -8.26 274 2.63 0.0100
2024-08-12 2024-06-30 13F IQVIA HLDGS COM 46266C105 1,259 -156 -11.02 266 -25.49 0.0091
2024-05-08 2024-03-31 13F IQVIA HLDGS COM 46266C105 1,415 -8 -0.56 358 8.51 0.0129
2024-02-08 2023-12-31 13F IQVIA HLDGS COM 46266C105 1,423 -55 -3.72 329 13.45 0.0119
2023-10-24 2023-09-30 13F IQVIA HLDGS COM 46266C105 1,478 3 0.20 291 -12.39 0.0132
2023-07-28 2023-06-30 13F IQVIA HLDGS COM 46266C105 1,475 155 11.74 332 26.34 0.0146
2023-05-12 2023-03-31 13F IQVIA HLDGS COM 46266C105 1,320 1,320 263 0.0127
2023-02-13 2022-12-31 13F IQVIA HLDGS COM 46266C105 0 -1,175 -100.00 0 -100.00
2022-11-04 2022-09-30 13F IQVIA HLDGS COM 46266C105 1,175 -93 -7.33 213 -22.55 0.0124
2022-08-04 2022-06-30 13F IQVIA HLDGS COM 46266C105 1,268 14 1.12 275 -5.17 0.0154
2022-05-06 2022-03-31 13F IQVIA HLDGS COM 46266C105 1,254 -15 -1.18 290 -18.99 0.0140
2022-02-11 2021-12-31 13F IQVIA HLDGS COM 46266C105 1,269 169 15.36 358 36.12 0.0177
2021-11-01 2021-09-30 13F IQVIA HLDGS COM 46266C105 1,100 52 4.96 263 3.54 0.0146
2021-08-12 2021-06-30 13F IQVIA HLDGS COM 46266C105 1,048 -21 -1.96 254 23.30 0.0139
2021-05-14 2021-03-31 13F IQVIA HLDGS COM 46266C105 1,069 1,069 206 0.0122
2020-08-06 2020-06-30 13F IQVIA HLDGS COM 46266C105 0 -2,774 -100.00 0 -100.00
2020-05-14 2020-03-31 13F IQVIA HLDGS COM 46266C105 2,774 1,400 101.89 299 41.04 0.0435
2020-02-07 2019-12-31 13F IQVIA HLDGS COM 46266C105 1,374 1,374 212 0.0092
2019-11-12 2019-09-30 13F IQVIA HLDGS COM 46266C105 0 -11,169 -100.00 0 -100.00
2019-08-12 2019-06-30 13F IQVIA HLDGS COM 46266C105 11,169 -308 -2.68 1,797 8.84 0.2600
2019-05-07 2019-03-31 13F IQVIA HLDGS COM 46266C105 11,477 265 2.36 1,651 26.80 0.2322
2019-02-12 2018-12-31 13F IQVIA HLDGS COM 46266C105 11,212 -28 -0.25 1,302 -10.52 0.2305
2018-11-13 2018-09-30 13F IQVIA HLDGS COM 46266C105 11,240 525 4.90 1,455 36.36 0.2620
2018-08-08 2018-06-30 13F IQVIA HLDGS COM 46266C105 10,715 162 1.54 1,067 5.64 0.2220
2018-05-15 2018-03-31 13F IQVIA HLDGS COM 46266C105 10,553 -108 -1.01 1,010 -3.90 0.2251
2018-02-14 2017-12-31 13F IQVIA HLDGS COM 46266C105 10,661 10,661 1,051 0.2348
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.