IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership142,354 shares
Latest Disclosed Value $ 24,276,969
LPL Financial LLC reports 5.08% increase in ownership of IQV / IQVIA Holdings Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 142,354 shares of IQVIA Holdings Inc. (MX:IQV) valued at $24,276,969 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 135,471 shares of IQVIA Holdings Inc.. This represents a change in shares of 5.08% 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)
2026-05-06 2026-03-31 13F IQVIA HLDGS COM 46266C105 142,354 6,883 5.08 24,277 -20.50 0.0064
2026-02-11 2025-12-31 13F IQVIA HLDGS COM 46266C105 135,471 12,317 10.00 30,537 30.55 0.0083
2025-11-12 2025-09-30 13F IQVIA HLDGS COM 46266C105 123,154 3,190 2.66 23,392 23.73 0.0068
2025-08-12 2025-06-30 13F IQVIA HLDGS COM 46266C105 119,964 17,843 17.47 18,905 5.01 0.0063
2025-05-07 2025-03-31 13F IQVIA HLDGS COM 46266C105 102,121 5,615 5.82 18,004 -5.07 0.0070
2025-02-11 2024-12-31 13F IQVIA HLDGS COM 46266C105 96,506 1,311 1.38 18,964 -15.93 0.0077
2024-11-08 2024-09-30 13F IQVIA HLDGS COM 46266C105 95,195 6,114 6.86 22,558 19.77 0.0101
2024-08-07 2024-06-30 13F IQVIA HLDGS COM 46266C105 89,081 2,693 3.12 18,835 -13.78 0.0094
2024-05-10 2024-03-31 13F IQVIA HLDGS COM 46266C105 86,388 1,379 1.62 21,847 11.07 0.0117
2024-02-14 2023-12-31 13F IQVIA HLDGS COM 46266C105 85,009 2,919 3.56 19,669 21.78 0.0119
2023-11-13 2023-09-30 13F IQVIA HLDGS COM 46266C105 82,090 -1,401 -1.68 16,151 -13.93 0.0113
2023-07-31 2023-06-30 13F IQVIA HLDGS COM 46266C105 83,491 3,025 3.76 18,766 17.27 0.0134
2023-05-10 2023-03-31 13F IQVIA HLDGS COM 46266C105 80,466 -2,111 -2.56 16,004 -5.41 0.0125
2023-02-07 2022-12-31 13F IQVIA HLDGS COM 46266C105 82,577 1,871 2.32 16,919 15.73 0.0145
2022-11-14 2022-09-30 13F IQVIA HLDGS COM 46266C105 80,706 147 0.18 14,619 -16.37 0.0141
2022-08-12 2022-06-30 13F IQVIA HLDGS COM 46266C105 80,559 5,084 6.74 17,480 0.17 0.0166
2022-05-16 2022-03-31 13F IQVIA HLDGS COM 46266C105 75,475 5,883 8.45 17,451 -11.12 0.0150
2022-02-14 2021-12-31 13F IQVIA HLDGS COM 46266C105 69,592 2,051 3.04 19,635 21.36 0.0165
2021-11-15 2021-09-30 13F IQVIA HLDGS COM 46266C105 67,541 10,792 19.02 16,179 17.66 0.0152
2021-08-13 2021-06-30 13F IQVIA HLDGS COM 46266C105 56,749 1,746 3.17 13,751 29.45 0.0139
2021-05-14 2021-03-31 13F IQVIA HLDGS COM 46266C105 55,003 6,191 12.68 10,623 21.46 0.0122
2021-02-12 2020-12-31 13F IQVIA HLDGS COM 46266C105 48,812 11,164 29.65 8,746 47.39 0.0113
2020-11-09 2020-09-30 13F IQVIA HLDGS COM 46266C105 37,648 1,995 5.60 5,934 17.32 0.0093
2020-08-13 2020-06-30 13F IQVIA HLDGS COM 46266C105 35,653 -2,503 -6.56 5,058 22.92 0.0088
2020-05-14 2020-03-31 13F IQVIA HLDGS COM 46266C105 38,156 3,793 11.04 4,115 -22.49 0.0089
2020-02-14 2019-12-31 13F IQVIA HLDGS COM 46266C105 34,363 14,363 71.81 5,309 77.68 0.0097
2019-11-13 2019-09-30 13F IQVIA HLDGS COM 46266C105 20,000 3,073 18.15 2,988 9.69 0.0061
2019-08-09 2019-06-30 13F IQVIA HLDGS COM 46266C105 16,927 763 4.72 2,724 17.16 0.0058
2019-05-08 2019-03-31 13F IQVIA HLDGS COM 46266C105 16,164 1,721 11.92 2,325 38.56 0.0053
2019-02-07 2018-12-31 13F IQVIA HLDGS COM 46266C105 14,443 -5,384 -27.15 1,678 -34.76 0.0045
2018-11-14 2018-09-30 13F IQVIA HLDGS COM 46266C105 19,827 10,655 116.17 2,572 180.79 0.0062
2018-08-14 2018-06-30 13F IQVIA HLDGS COM 46266C105 9,172 -1,312 -12.51 916 -10.98 0.0024
2018-05-15 2018-03-31 13F IQVIA HLDGS COM 46266C105 10,484 1,118 11.94 1,029 12.21 0.0028
2018-02-14 2017-12-31 13F IQVIA HLDGS COM 46266C105 9,366 9,366 917 0.0028
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.