IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership196,198 shares
Latest Disclosed Value $ 33,459,606
Principal Financial Group Inc reports 3.64% increase in ownership of IQV / IQVIA Holdings Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 196,198 shares of IQVIA Holdings Inc. (MX:IQV) valued at $33,459,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 189,301 shares of IQVIA Holdings Inc.. This represents a change in shares of 3.64% 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)
2026-05-04 2026-03-31 13F IQVIA HLDGS COM 46266C105 196,198 6,897 3.64 33,460 -21.59 0.0091
2026-02-02 2025-12-31 13F IQVIA HLDGS COM 46266C105 189,301 4,862 2.64 42,670 21.80 0.0218
2025-11-04 2025-09-30 13F IQVIA HLDGS COM 46266C105 184,439 3,119 1.72 35,032 22.60 0.0177
2025-08-08 2025-06-30 13F IQVIA HLDGS COM 46266C105 181,320 -12,147 -6.28 28,574 -16.22 0.0151
2025-04-28 2025-03-31 13F IQVIA HLDGS COM 46266C105 193,467 -6,398 -3.20 34,108 -13.16 0.0191
2025-01-31 2024-12-31 13F IQVIA HLDGS COM 46266C105 199,865 -9,156 -4.38 39,275 -20.71 0.0214
2024-10-31 2024-09-30 13F IQVIA HLDGS COM 46266C105 209,021 1,750 0.84 49,532 13.02 0.0273
2024-07-29 2024-06-30 13F IQVIA HLDGS COM 46266C105 207,271 -11,568 -5.29 43,825 -20.81 0.0260
2024-04-29 2024-03-31 13F IQVIA HLDGS COM 46266C105 218,839 1,616 0.74 55,342 10.11 0.0325
2024-02-07 2023-12-31 13F IQVIA HLDGS COM 46266C105 217,223 -8,668 -3.84 50,261 13.09 0.0320
2023-11-02 2023-09-30 13F IQVIA HLDGS COM 46266C105 225,891 1,162 0.52 44,444 -12.01 0.0319
2023-08-07 2023-06-30 13F IQVIA HLDGS COM 46266C105 224,729 -5,827 -2.53 50,512 10.16 0.0345
2023-05-09 2023-03-31 13F IQVIA HLDGS COM 46266C105 230,556 32 0.01 45,855 -2.92 0.0328
2023-02-09 2022-12-31 13F IQVIA HLDGS COM 46266C105 230,524 -4,452 -1.89 47,232 10.97 0.0356
2022-11-09 2022-09-30 13F IQVIA HLDGS COM 46266C105 234,976 -12,277 -4.97 42,564 -20.67 0.0338
2022-08-10 2022-06-30 13F IQVIA HLDGS COM 46266C105 247,253 7,448 3.11 53,652 -3.24 0.0397
2022-05-09 2022-03-31 13F IQVIA HLDGS COM 46266C105 239,805 2,790 1.18 55,446 -17.09 0.0220
2022-05-09 2022-03-31 13F IQVIA HLDGS COM 46266C105 221,114 51,124
2022-02-09 2021-12-31 13F IQVIA HLDGS COM 46266C105 237,015 -5,824 -2.40 66,871 14.96 0.0399
2021-11-09 2021-09-30 13F IQVIA HLDGS COM 46266C105 242,839 2,711 1.13 58,170 -0.03 0.0379
2021-08-10 2021-06-30 13F IQVIA HLDGS COM 46266C105 240,128 5,026 2.14 58,187 28.15 0.0376
2021-05-10 2021-03-31 13F IQVIA HLDGS COM 46266C105 235,102 -19,929 -7.81 45,407 -0.63 0.0320
2021-02-23 2020-12-31 13F/A-1 IQVIA HLDGS COM 46266C105 255,031 -17,848 -6.54 45,694 6.23 0.0338
2021-02-08 2020-12-31 13F IQVIA HLDGS COM 46266C105 255,031 -17,848 45,694 17,976.7238
2020-11-06 2020-09-30 13F IQVIA HLDGS COM 46266C105 272,879 2,530 0.94 43,014 12.14 0.0362
2020-08-05 2020-06-30 13F IQVIA HLDGS COM 46266C105 270,349 8,716 3.33 38,357 35.92 0.0340
2020-05-12 2020-03-31 13F IQVIA HLDGS COM 46266C105 261,633 2,193 0.85 28,220 -29.60 0.0312
2020-02-05 2019-12-31 13F IQVIA HLDGS COM 46266C105 259,440 -16,790 -6.08 40,086 -2.85 0.0334
2019-11-13 2019-09-30 13F IQVIA HLDGS COM 46266C105 276,230 39,276 16.58 41,263 8.23 0.0364
2019-08-12 2019-06-30 13F IQVIA HLDGS COM 46266C105 236,954 -93,304 -28.25 38,126 -19.75 0.0343
2019-05-10 2019-03-31 13F IQVIA HLDGS COM 46266C105 330,258 96,438 41.24 47,508 74.90 0.0443
2019-02-14 2018-12-31 13F IQVIA HLDGS COM 46266C105 233,820 -15,425 -6.19 27,163 -16.00 0.0289
2018-11-14 2018-09-30 13F IQVIA HLDGS COM 46266C105 249,245 3,045 1.24 32,337 31.58 0.0285
2018-08-13 2018-06-30 13F IQVIA HLDGS COM 46266C105 246,200 16,845 7.34 24,575 9.21 0.0226
2018-05-14 2018-03-31 13F IQVIA HLDGS COM 46266C105 229,355 15,301 7.15 22,502 7.38 0.0216
2018-02-12 2017-12-31 13F IQVIA HLDGS COM 46266C105 214,054 214,054 20,956 0.0193
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.