Icon PLC
ICLR- Exchange
- Nasdaq
- Industry
- Services-Commercial Physical & Biological Research
- SEC CIK
- 0001060955
In the last 90 days, Icon PLC insiders filed 0 open-market purchases and 12 sales; 423 institutions reported holding it in 13F filings for Q2 2026, worth $13.9B in total; superinvestors Harris Associates (Oakmark) and Greenhaven Associates hold it.
13F holders, Q2 2021
Institutional positions in Icon PLC as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 449
- +29 vs. Q1 2021
- Shares held
- 59.6M
- +8.74M (+17.2%) vs. Q1 2021
- Total value
- $12.3B
- +$2.34B (+23.4%) vs. Q1 2021
- New holders
- 78
- 168 more added
- Sold out
- 49
- 122 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ICLR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 423 | $13.9B |
| Q1 2026 | 420 | $8.74B |
| Q4 2025 | 514 | $14.1B |
| Q3 2025 | 513 | $13.0B |
| Q2 2025 | 489 | $11.2B |
| Q1 2025 | 562 | $13.3B |
| Q4 2024 | 596 | $16.0B |
| Q3 2024 | 662 | $22.4B |
| Q2 2024 | 676 | $24.3B |
| Q1 2024 | 648 | $26.1B |
| Q4 2023 | 603 | $22.1B |
| Q3 2023 | 556 | $19.7B |
| Q2 2023 | 534 | $19.9B |
| Q1 2023 | 538 | $16.1B |
| Q4 2022 | 531 | $14.5B |
| Q3 2022 | 488 | $13.9B |
| Q2 2022 | 510 | $16.2B |
| Q1 2022 | 512 | $17.8B |
| Q4 2021 | 548 | $22.7B |
| Q3 2021 | 510 | $19.3B |
| Q2 2021 | 449 | $12.3B |
| Q1 2021 | 426 | $10.0B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ford Financial Group, LLC | 3 | $0 | 0.00% | +3 | New |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $2.00K | 0.00% | +10 | New |
| Sonora Investment Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 11 | $2.27K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 26 | $5.00K | 0.00% | −23−46.9% | Reduced |
| Creative Financial Designs Inc | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 24 | $5.00K | 0.00% | +4+20.0% | Added |
| Key Financial Inc | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 22 | $5.00K | 0.00% | +22 | New |
| TD Ameritrade Investment Management, LLC | 28 | $6.00K | 0.00% | −19−40.4% | Reduced |
| Howe & Rusling Inc | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 34 | $7.00K | 0.00% | −16−32.0% | Reduced |
| Jones Financial Companies LLLP | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $11.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 57 | $11.8K | 0.00% | +21+58.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 59 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 61 | $13.0K | 0.01% | +31+103.3% | Added |
| FFT Wealth Management LLC | 62 | $13.0K | 0.00% | +62 | New |
| Enterprise Financial Services Corp | 67 | $14.0K | 0.00% | −72−51.8% | Reduced |
| Institutional & Family Asset Management, LLC | 71 | $15.0K | 0.00% | −134−65.4% | Reduced |
| Lindbrook Capital, LLC | 83 | $17.0K | 0.00% | +3+3.8% | Added |
| Meeder Asset Management Inc | 83 | $17.0K | 0.00% | +40+93.0% | Added |
| Private Capital Group, LLC | 84 | $17.0K | 0.00% | +50+147.1% | Added |
| Assetmark, Inc | 84 | $17.0K | 0.00% | +61+265.2% | Added |
| Wealth Quarterback LLC | 81 | $17.0K | 0.01% | +81 | New |
| First Horizon Advisors, Inc. | 90 | $18.0K | 0.00% | −5−5.3% | Reduced |
| Front Row Advisors LLC | 71 | $18.0K | 0.01% | +71 | New |
| Simon Quick Advisors, LLC | 96 | $19.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 90 | $19.0K | 0.00% | +90 | New |
| Brown Brothers Harriman & Co | 97 | $20.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 105 | $22.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 130 | $26.9K | 0.00% | −4,587−97.2% | Reduced |
| Huntington National Bank | 129 | $27.0K | 0.00% | −33−20.4% | Reduced |
| Ellevest, Inc. | 146 | $30.0K | 0.00% | +9+6.6% | Added |
| Harbor Investment Advisory, LLC | 149 | $31.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 153 | $32.0K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 158 | $33.0K | 0.02% | +25+18.8% | Added |
| MBM Wealth Consultants, LLC | 165 | $34.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 180 | $37.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 184 | $38.0K | 0.00% | +53+40.5% | Added |
| Arkadios Wealth Advisors | 196 | $40.0K | 0.00% | +101+106.3% | Added |
| Tradition Wealth Management, LLC | 197 | $41.0K | 0.01% | +197 | New |
| Brewin Dolphin Wealth Management Ltd | 200 | $41.3K | 0.01% | +50+33.3% | Added |
| Quadrant Capital Group LLC | 202 | $42.0K | 0.01% | +62+44.3% | Added |
| NEXT Financial Group, Inc | 206 | $43.0K | 0.00% | +141+216.9% | Added |
| GPS Wealth Strategies Group, LLC | 236 | $49.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 247 | $51.0K | 0.01% | +247 | New |
| Coastal Capital Group, Inc. | 281 | $58.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 291 | $62.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 307 | $63.0K | 0.00% | +39+14.6% | Added |
| FourThought Financial, LLC | 321 | $66.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 324 | $66.0K | 0.00% | +187+136.5% | Added |
| Red Door Wealth Management, LLC | 327 | $67.0K | 0.03% | +327 | New |
| Freedman Financial Associates, Inc. | 345 | $71.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 358 | $74.0K | 0.02% | +3+0.8% | Added |
| Carroll Financial Associates, Inc. | 370 | $76.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 392 | $81.0K | 0.00% | +392 | New |
| Ellis Investment Partners, LLC | 438 | $90.0K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 433 | $90.0K | 0.00% | +433 | New |
| Capital Advisors, Ltd. LLC | 471 | $97.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 549 | $113.0K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 547 | $117.0K | 0.00% | −1,123−67.2% | Reduced |
| Bollard Group LLC | 584 | $121.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 605 | $125.0K | 0.01% | +200+49.4% | Added |
| Harbour Investments, Inc. | 657 | $136.0K | 0.00% | −5−0.8% | Reduced |
| KB Financial Partners, LLC | 663 | $137.0K | 0.05% | +2+0.3% | Added |
| Dark Forest Capital Management LP | 677 | $140.0K | 0.06% | +677 | New |
| Spire Wealth Management | 716 | $148.0K | 0.00% | −39−5.2% | Reduced |
| Castleview Partners, LLC | 798 | $165.0K | 0.07% | +798 | New |
| Cullen/Frost Bankers, Inc. | 814 | $168.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 900 | $186.0K | 0.01% | +900 | New |
| Steward Partners Investment Advisory, LLC | 909 | $188.0K | 0.00% | +35+4.0% | Added |
| Asset Management One Co.,Ltd. | 900 | $192.0K | 0.00% | −200−18.2% | Reduced |
| Parallel Advisors, LLC | 930 | $192.0K | 0.01% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 975 | $202.0K | 0.52% | +975 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,000 | $207.0K | 0.05% | +1,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,006 | $208.0K | 0.05% | +1,006 | New |
| Verdence Capital Advisors LLC | 1,022 | $211.0K | 0.03% | +1,022 | New |
| D.A. Davidson & Co. | 1,038 | $215.0K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 1,049 | $217.0K | 0.05% | +1,049 | New |