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 |
|---|---|---|---|---|---|
| Covenant Partners, LLC | 2,159 | $446.0K | 0.17% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,150 | $444.0K | 0.02% | +2,150 | New |
| Old National Bancorp | 2,119 | $438.0K | 0.02% | −799−27.4% | Reduced |
| Icon Wealth Partners, LLC | 2,086 | $431.0K | 0.05% | +380+22.3% | Added |
| TimesSquare Capital Management, LLC | 2,025 | $419.0K | 0.00% | +2,025 | New |
| Standard Family Office LLC | 2,019 | $417.0K | 0.09% | +2,019 | New |
| Campbell & CO Investment Adviser LLC | 1,938 | $401.0K | 0.17% | +1,938 | New |
| Private Advisor Group, LLC | 1,934 | $400.0K | 0.00% | +20+1.0% | Added |
| Wealth Alliance | 1,860 | $384.0K | 0.09% | −36−1.9% | Reduced |
| Gsa Capital Partners LLP | 1,802 | $372.0K | 0.04% | +1,802 | New |
| Zeke Capital Advisors, LLC | 1,724 | $356.0K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,719 | $356.0K | 0.07% | +312+22.2% | Added |
| Sigma Planning Corp | 1,655 | $342.0K | 0.01% | +9+0.5% | Added |
| Running Oak Capital LLC | 1,620 | $335.0K | 0.19% | −25,685−94.1% | Reduced |
| Harvest Management LLC | 1,590 | $329.0K | 0.25% | −1,000−38.6% | Reduced |
| Altium Wealth Management LLC | 1,588 | $328.0K | 0.02% | −63−3.8% | Reduced |
| Gyon Technologies Capital Management, LP | 1,565 | $324.0K | 0.11% | +1,565 | New |
| Advisor Partners LLC | 1,536 | $318.0K | 0.02% | −26−1.7% | Reduced |
| Trillium Asset Management, LLC | 1,505 | $311.0K | 0.01% | +1,505 | New |
| Amica Retiree Medical Trust | 1,477 | $305.0K | 0.19% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,462 | $302.0K | 0.02% | +1,462 | New |
| Fox Run Management, L.L.C. | 1,455 | $301.0K | 0.27% | +1,455 | New |
| Coldstream Capital Management Inc | 1,420 | $294.0K | 0.01% | −97−6.4% | Reduced |
| DekaBank Deutsche Girozentrale | 1,357 | $291.0K | 0.00% | −22,000−94.2% | Reduced |
| First Hawaiian Bank | 1,381 | $286.0K | 0.01% | −12−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,370 | $283.0K | 0.00% | −1,343−49.5% | Reduced |
| TD Asset Management Inc | 1,164 | $283.0K | 0.00% | +24+2.1% | Added |
| First Mercantile Trust Co | 1,365 | $282.0K | 0.03% | −170−11.1% | Reduced |
| Csenge Advisory Group | 1,305 | $282.0K | 0.03% | +70+5.7% | Added |
| Thrivent Financial for Lutherans | 1,333 | $276.0K | 0.00% | −740−35.7% | Reduced |
| Kingsview Wealth Management, LLC | 1,278 | $276.0K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,319 | $273.0K | 0.01% | −8,227−86.2% | Reduced |
| Avantax Advisory Services, Inc. | 1,288 | $267.0K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,278 | $264.0K | 0.03% | +1,278 | New |
| Paloma Partners Management Co | 1,268 | $262.0K | 0.01% | −2,065−62.0% | Reduced |
| Johnson Financial Group, Inc. | 1,270 | $262.0K | 0.02% | −25−1.9% | Reduced |
| Commerce Bank | 1,261 | $260.0K | 0.00% | −60−4.5% | Reduced |
| LVZ Advisors, Inc. | 1,252 | $259.0K | 0.04% | +143+12.9% | Added |
| Cresset Asset Management, LLC | 1,221 | $252.0K | 0.00% | −155−11.3% | Reduced |
| Balyasny Asset Management LLC | 1,220 | $252.0K | 0.00% | +1,220 | New |
| Horizon Investment Services, LLC | 1,149 | $238.0K | 0.12% | −35−3.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,150 | $238.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,152 | $238.0K | 0.00% | +1,152 | New |
| Cetera Investment Advisers | 1,152 | $238.0K | 0.00% | +1,152 | New |
| Northwestern Mutual Wealth Management Co | 1,135 | $234.0K | 0.00% | −290−20.4% | Reduced |
| Pinnacle Associates Ltd | 1,125 | $233.0K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,113 | $230.0K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 1,075 | $222.0K | 0.07% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,072 | $222.0K | 0.01% | +1,072 | New |
| Shay Capital LLC | 1,049 | $217.0K | 0.05% | +1,049 | New |
| D.A. Davidson & Co. | 1,038 | $215.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,022 | $211.0K | 0.03% | +1,022 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,006 | $208.0K | 0.05% | +1,006 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,000 | $207.0K | 0.05% | +1,000 | New |
| QCM Cayman, Ltd. | 975 | $202.0K | 0.52% | +975 | New |
| 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 |
| Steward Partners Investment Advisory, LLC | 909 | $188.0K | 0.00% | +35+4.0% | Added |
| Cutler Group LP | 900 | $186.0K | 0.01% | +900 | New |
| Cullen/Frost Bankers, Inc. | 814 | $168.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 798 | $165.0K | 0.07% | +798 | New |
| Spire Wealth Management | 716 | $148.0K | 0.00% | −39−5.2% | Reduced |
| Dark Forest Capital Management LP | 677 | $140.0K | 0.06% | +677 | New |
| KB Financial Partners, LLC | 663 | $137.0K | 0.05% | +2+0.3% | Added |
| Harbour Investments, Inc. | 657 | $136.0K | 0.00% | −5−0.8% | Reduced |
| Proequities, Inc. | 605 | $125.0K | 0.01% | +200+49.4% | Added |
| Bollard Group LLC | 584 | $121.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 547 | $117.0K | 0.00% | −1,123−67.2% | Reduced |
| Stephenson National Bank & Trust | 549 | $113.0K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 471 | $97.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 438 | $90.0K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 433 | $90.0K | 0.00% | +433 | New |
| Daiwa Securities Group Inc. | 392 | $81.0K | 0.00% | +392 | New |
| Carroll Financial Associates, Inc. | 370 | $76.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 358 | $74.0K | 0.02% | +3+0.8% | Added |
| Freedman Financial Associates, Inc. | 345 | $71.0K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 327 | $67.0K | 0.03% | +327 | New |
| 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 |
| Signaturefd, LLC | 307 | $63.0K | 0.00% | +39+14.6% | Added |
| IFP Advisors, Inc | 291 | $62.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 281 | $58.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 247 | $51.0K | 0.01% | +247 | New |
| GPS Wealth Strategies Group, LLC | 236 | $49.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 206 | $43.0K | 0.00% | +141+216.9% | Added |
| Quadrant Capital Group LLC | 202 | $42.0K | 0.01% | +62+44.3% | Added |
| Brewin Dolphin Wealth Management Ltd | 200 | $41.3K | 0.01% | +50+33.3% | Added |
| Tradition Wealth Management, LLC | 197 | $41.0K | 0.01% | +197 | New |
| Arkadios Wealth Advisors | 196 | $40.0K | 0.00% | +101+106.3% | Added |
| California State Teachers Retirement System | 184 | $38.0K | 0.00% | +53+40.5% | Added |
| Lenox Wealth Advisors, LLC | 180 | $37.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 165 | $34.0K | 0.02% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 158 | $33.0K | 0.02% | +25+18.8% | Added |
| MUFG Americas Holdings Corp | 153 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 149 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 146 | $30.0K | 0.00% | +9+6.6% | Added |
| Huntington National Bank | 129 | $27.0K | 0.00% | −33−20.4% | Reduced |
| American Portfolios Advisors | 130 | $26.9K | 0.00% | −4,587−97.2% | Reduced |
| CWM, LLC | 105 | $22.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 100 | $21.0K | 0.01% | 00.0% | Unchanged |