IQVIA Holdings Inc.
MX ˙ BMV ˙ US46266C1053
SecurityMX:IQV / IQVIA Holdings Inc.
InstitutionEmpowered Funds, LLC
Latest Disclosed Ownership19,519 shares
Latest Disclosed Value $ 3,328,771
Empowered Funds, LLC reports 147.80% increase in ownership of IQV / IQVIA Holdings Inc.

On May 15, 2026 - Empowered Funds, LLC filed a 13F-HR form disclosing ownership of 19,519 shares of IQVIA Holdings Inc. (MX:IQV) valued at $3,328,771 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 18, 2026 disclosing 7,877 shares of IQVIA Holdings Inc.. This represents a change in shares of 147.80% 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)
2026-05-15 2026-03-31 13F IQVIA HLDGS COM 46266C105 19,519 11,642 147.80 3,329 87.49 0.0093
2026-02-18 2025-12-31 13F/A-1 IQVIA HLDGS COM 46266C105 7,877 266 3.49 1,776 22.84 0.0301
2026-02-11 2025-12-31 13F IQVIA HLDGS COM 46266C105 7,877 266 1,776 0.0035
2025-11-13 2025-09-30 13F IQVIA HLDGS COM 46266C105 7,611 2,189 40.37 1,446 69.20 0.0146
2025-08-11 2025-06-30 13F IQVIA HLDGS COM 46266C105 5,422 -4,306 -44.26 854 -50.20 0.0097
2025-05-16 2025-03-31 13F IQVIA HLDGS COM 46266C105 9,728 4,915 102.12 1,715 81.48 0.0244
2025-01-28 2024-12-31 13F IQVIA HLDGS COM 46266C105 4,813 1,376 40.03 946 16.09 0.0138
2024-11-06 2024-09-30 13F IQVIA HLDGS COM 46266C105 3,437 871 33.94 814 50.18 0.0128
2024-07-30 2024-06-30 13F IQVIA HLDGS COM 46266C105 2,566 54 2.15 543 -14.65 0.0094
2024-05-07 2024-03-31 13F/A-1 IQVIA HLDGS COM 46266C105 2,512 658 35.49 635 48.36 0.0115
2024-05-06 2024-03-31 13F IQVIA HLDGS COM 46266C105 2,512 658 635 0.0055
2024-02-14 2023-12-31 13F IQVIA HLDGS COM 46266C105 1,854 -372 -16.71 429 -2.06 0.0108
2023-11-01 2023-09-30 13F IQVIA HLDGS COM 46266C105 2,226 444 24.92 438 9.25 0.0129
2023-07-27 2023-06-30 13F IQVIA HLDGS COM 46266C105 1,782 1,782 401 0.0141
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.