IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership154,592 shares
Latest Disclosed Value $ 26,364,354
Stifel Financial Corp reports 6.35% increase in ownership of IQV / IQVIA Holdings Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 154,592 shares of IQVIA Holdings Inc. (MX:IQV) valued at $26,364,354 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 145,367 shares of IQVIA Holdings Inc.. This represents a change in shares of 6.35% 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 154,592 9,225 6.35 26,364 -19.54 0.0057
2026-02-13 2025-12-31 13F IQVIA HLDGS COM 46266C105 145,367 30,608 26.67 32,767 50.33 0.0295
2025-11-12 2025-09-30 13F IQVIA HLDGS COM 46266C105 114,759 -2,832 -2.41 21,797 17.62 0.0199
2025-08-14 2025-06-30 13F IQVIA HLDGS COM 46266C105 117,591 -46,280 -28.24 18,531 -35.86 0.0180
2025-05-14 2025-03-31 13F IQVIA HLDGS COM 46266C105 163,871 -10,495 -6.02 28,891 -15.68 0.0307
2025-02-13 2024-12-31 13F IQVIA HLDGS COM 46266C105 174,366 -188,627 -51.96 34,265 -60.17 0.0357
2024-11-14 2024-09-30 13F IQVIA HLDGS COM 46266C105 362,993 -15,134 -4.00 86,019 7.59 0.0902
2024-08-13 2024-06-30 13F IQVIA HLDGS COM 46266C105 378,127 -30,514 -7.47 79,951 -22.63 0.0900
2024-05-14 2024-03-31 13F IQVIA HLDGS COM 46266C105 408,641 -52,491 -11.38 103,341 -3.14 0.1177
2024-02-12 2023-12-31 13F IQVIA HLDGS COM 46266C105 461,132 -27,490 -5.63 106,697 10.98 0.1343
2023-11-13 2023-09-30 13F IQVIA HLDGS COM 46266C105 488,622 -20,079 -3.95 96,137 -15.92 0.1351
2023-08-14 2023-06-30 13F IQVIA HLDGS COM 46266C105 508,701 -2,920 -0.57 114,341 12.37 0.1565
2023-05-12 2023-03-31 13F IQVIA HLDGS COM 46266C105 511,621 -1,371 -0.27 101,756 -3.19 0.1458
2023-02-13 2022-12-31 13F IQVIA HLDGS COM 46266C105 512,992 14,415 2.89 105,107 16.38 0.1578
2022-11-14 2022-09-30 13F IQVIA HLDGS COM 46266C105 498,577 -34,951 -6.55 90,312 -21.99 0.1479
2022-08-15 2022-06-30 13F IQVIA HLDGS COM 46266C105 533,528 -11,925 -2.19 115,770 -8.20 0.1812
2022-05-13 2022-03-31 13F IQVIA HLDGS COM 46266C105 545,453 12,691 2.38 126,113 -16.10 0.1721
2022-02-14 2021-12-31 13F IQVIA HLDGS COM 46266C105 532,762 31,409 6.26 150,313 25.16 0.1987
2021-11-15 2021-09-30 13F IQVIA HLDGS COM 46266C105 501,353 3,977 0.80 120,093 -0.36 0.1761
2021-08-13 2021-06-30 13F IQVIA HLDGS COM 46266C105 497,376 14,854 3.08 120,524 29.33 0.1804
2021-05-14 2021-03-31 13F IQVIA HLDGS COM 46266C105 482,522 30,289 6.70 93,194 15.02 0.1536
2021-02-12 2020-12-31 13F IQVIA HLDGS COM 46266C105 452,233 45,333 11.14 81,026 26.33 0.1446
2020-11-16 2020-09-30 13F IQVIA HLDGS COM 46266C105 406,900 268,418 193.83 64,140 226.45 0.1319
2020-08-14 2020-06-30 13F IQVIA HLDGS COM 46266C105 138,482 85,112 159.48 19,648 243.20 0.0452
2020-05-14 2020-03-31 13F IQVIA HLDGS COM 46266C105 53,370 -4,371 -7.57 5,725 -35.78 0.0158
2020-02-13 2019-12-31 13F IQVIA HLDGS COM 46266C105 57,741 3,442 6.34 8,915 10.25 0.0186
2019-11-19 2019-09-30 13F/A-1 IQVIA HLDGS COM 46266C105 54,299 8,691 19.06 8,086 10.42 0.0206
2019-11-13 2019-09-30 13F IQVIA HLDGS COM 46266C105 54,299 8,691 8,086 4,532.6083
2019-08-14 2019-06-30 13F IQVIA HLDGS COM 46266C105 45,608 2,077 4.77 7,323 17.13 0.0189
2019-05-14 2019-03-31 13F IQVIA HLDGS COM 46266C105 43,531 -10,896 -20.02 6,252 -1.19 0.0177
2019-02-13 2018-12-31 13F IQVIA HLDGS COM 46266C105 54,427 -1,905 -3.38 6,327 -13.45 0.0205
2018-11-13 2018-09-30 13F IQVIA HLDGS COM 46266C105 56,332 11,761 26.39 7,310 64.75 0.0209
2018-08-14 2018-06-30 13F IQVIA HLDGS COM 46266C105 44,571 -5,194 -10.44 4,437 -9.02 0.0136
2018-05-11 2018-03-31 13F IQVIA HLDGS COM 46266C105 49,765 1,450 3.00 4,877 3.24 0.0154
2018-02-14 2017-12-31 13F IQVIA HLDGS COM 46266C105 48,315 48,315 4,724 0.0150
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.