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Livermore
Livermore
ZHEN

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, Q3 2021

Institutional positions in Icon PLC as of Sep 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
510
+68 vs. Q2 2021
Shares held
73.5M
+14.0M (+23.4%) vs. Q2 2021
Total value
$19.3B
+$6.94B (+56.4%) vs. Q2 2021
New holders
122
209 more added
Sold out
54
113 more reduced

7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 510 institutions
Q1 2021: 426 institutionsQ2 2021: 449 institutionsQ3 2021: 510 institutionsQ4 2021: 548 institutionsQ1 2022: 512 institutionsQ2 2022: 510 institutionsQ3 2022: 488 institutionsQ4 2022: 531 institutionsQ1 2023: 538 institutionsQ2 2023: 534 institutionsQ3 2023: 556 institutionsQ4 2023: 603 institutionsQ1 2024: 648 institutionsQ2 2024: 676 institutionsQ3 2024: 662 institutionsQ4 2024: 596 institutionsQ1 2025: 562 institutionsQ2 2025: 489 institutionsQ3 2025: 513 institutionsQ4 2025: 514 institutionsQ1 2026: 420 institutionsQ2 2026: 423 institutions
Value heldQ3 2021: $19.3B
Q1 2021: $10.0BQ2 2021: $12.3BQ3 2021: $19.3BQ4 2021: $22.7BQ1 2022: $17.8BQ2 2022: $16.2BQ3 2022: $13.9BQ4 2022: $14.5BQ1 2023: $16.1BQ2 2023: $19.9BQ3 2023: $19.7BQ4 2023: $22.1BQ1 2024: $26.1BQ2 2024: $24.3BQ3 2024: $22.4BQ4 2024: $16.0BQ1 2025: $13.3BQ2 2025: $11.2BQ3 2025: $13.0BQ4 2025: $14.1BQ1 2026: $8.74BQ2 2026: $13.9B
Institutions holding ICLR and their total value by quarter
QuarterHoldersValue
Q2 2026423$13.9B
Q1 2026420$8.74B
Q4 2025514$14.1B
Q3 2025513$13.0B
Q2 2025489$11.2B
Q1 2025562$13.3B
Q4 2024596$16.0B
Q3 2024662$22.4B
Q2 2024676$24.3B
Q1 2024648$26.1B
Q4 2023603$22.1B
Q3 2023556$19.7B
Q2 2023534$19.9B
Q1 2023538$16.1B
Q4 2022531$14.5B
Q3 2022488$13.9B
Q2 2022510$16.2B
Q1 2022512$17.8B
Q4 2021548$22.7B
Q3 2021510$19.3B
Q2 2021449$12.3B
Q1 2021426$10.0B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q2 2021.

Institutions holding ICLR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
McCarthy Grittinger Financial Group, LLC3$7870.00%+3New
Lee Financial Co4$1.00K0.00%+4New
Aua Capital Management, LLC4$1.00K0.00%+4New
Berman Capital Advisors, LLC4$1.00K0.00%+4New
Bellwether Advisors, LLC6$1.00K0.00%+6New
Cordant, Inc.4$1.00K0.00%+4New
Bell Investment Advisors, Inc5$1.00K0.00%+5New
Institutional & Family Asset Management, LLC8$2.00K0.00%−63−88.7%Reduced
Sierra Capital LLC6$2.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC7$2.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC11$2.88K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC10$3.00K0.00%−170−94.4%Reduced
Jacobi Capital Management LLC12$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC12$3.00K0.00%+1+9.1%Added
Motco11$3.00K0.00%+11New
Guidance Point Advisors, LLC13$3.00K0.00%+13New
Ranger Investment Management, L.P.17$4.00K0.00%00.0%Unchanged
Hartford Financial Management Inc.17$4.00K0.00%+17New
Total Clarity Wealth Management, Inc.15$4.00K0.00%+15New
Key Financial Inc19$5.00K0.00%00.0%Unchanged
Allworth Financial LP19$5.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc19$5.00K0.00%+19New
Ancora Advisors, LLC20$5.00K0.00%+20New
TFC Financial Management23$6.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC25$7.00K0.00%−5−16.7%Reduced
Creative Financial Designs Inc25$7.00K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC26$7.00K0.00%00.0%Unchanged
Private Ocean, LLC26$7.00K0.00%+26New
State of Wyoming32$8.00K0.01%−29−47.5%Reduced
Jones Financial Companies LLLP32$8.00K0.00%00.0%Unchanged
Central Trust Co29$8.00K0.00%+29New
West Oak Capital, LLC30$8.00K0.00%+30New
Howe & Rusling Inc35$9.00K0.00%+4+12.9%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP34$9.00K0.00%+34New
Whittier Trust Co of Nevada Inc34$9.00K0.00%+34New
Better Money Decisions, LLC33$9.00K0.01%+33New
IMA Wealth, Inc.39$10.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.40$10.0K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC53$10.0K0.00%+25+89.3%Added
O'Shaughnessy Asset Management, LLC41$11.0K0.00%+19+86.4%Added
RWM Asset Management, LLC41$11.0K0.00%+41New
First Manhattan Co46$12.0K0.00%+46New
MV Capital Management, Inc.50$13.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB50$13.0K0.00%+21+72.4%Added
Carmichael Hill & Associates, Inc.55$14.0K0.01%00.0%Unchanged
Whittier Trust Co54$14.0K0.00%+20+58.8%Added
Public Employees Retirement Association of Colorado52$14.0K0.00%+52New
West Paces Advisors Inc.57$14.9K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.59$15.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC58$15.0K0.00%+58New
CX Institutional60$16.0K0.00%+20+50.0%Added
Baldwin Brothers Inc66$17.0K0.00%+29+78.4%Added
Front Row Advisors LLC71$19.0K0.01%00.0%Unchanged
NEXT Financial Group, Inc78$20.0K0.00%−128−62.1%Reduced
Meeder Asset Management Inc78$20.0K0.00%−5−6.0%Reduced
Private Capital Group, LLC84$22.0K0.00%00.0%Unchanged
Wealth Quarterback LLC81$22.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.84$22.0K0.01%+34+68.0%Added
Trustcore Financial Services, LLC90$24.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC90$24.0K0.01%+7+8.4%Added
Assetmark, Inc96$25.0K0.00%+12+14.3%Added
Benjamin Edwards Inc94$25.0K0.02%+94New
HC Financial Advisors Inc100$26.0K0.02%00.0%Unchanged
Sonora Investment Management, LLC100$26.0K0.00%+88+733.3%Added
Thompson Siegel & Walmsley LLC111$29.0K0.00%+111New
Tower Research Capital LLC (TRC)117$31.0K0.00%−4,734−97.6%Reduced
Clearstead Advisors, LLC117$31.0K0.00%+117New
Cahill Financial Advisors Inc118$31.0K0.01%+118New
Zions Bancorporation, N.A.120$31.0K0.00%+120New
Consolidated Planning Corp120$31.0K0.02%+120New
Koshinski Asset Management, Inc.122$32.0K0.00%+122New
Liberty Wealth Management LLC119$32.0K0.01%+95+395.8%Added
Huntington National Bank133$35.0K0.00%+4+3.1%Added
MUFG Americas Holdings Corp153$40.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC156$41.0K0.01%+7+4.7%Added
MBM Wealth Consultants, LLC165$43.0K0.02%00.0%Unchanged
Brown Brothers Harriman & Co181$47.0K0.00%+84+86.6%Added
American Portfolios Advisors189$49.5K0.00%+59+45.4%Added
California State Teachers Retirement System198$52.0K0.00%+14+7.6%Added
Kowal Investment Group, LLC200$52.0K0.02%+200New
Tradition Wealth Management, LLC202$53.0K0.01%+5+2.5%Added
Quadrant Capital Group LLC215$56.0K0.01%+13+6.4%Added
Arkadios Wealth Advisors216$56.0K0.01%+20+10.2%Added
GPS Wealth Strategies Group, LLC236$62.0K0.02%00.0%Unchanged
South Dakota Investment Council261$68.0K0.00%+261New
Coastal Capital Group, Inc.281$74.0K0.02%00.0%Unchanged
Financial Management Professionals, Inc.288$75.0K0.02%−70−19.6%Reduced
Dark Forest Capital Management LP305$80.0K0.03%−372−54.9%Reduced
FourThought Financial, LLC321$84.0K0.01%00.0%Unchanged
Ci Investments Inc.340$89.0K0.00%+340New
Freedman Financial Associates, Inc.345$90.0K0.07%00.0%Unchanged
First Bank & Trust364$95.0K0.04%+364New
Signaturefd, LLC368$96.0K0.00%+61+19.9%Added
Alpha Paradigm Partners, LLC374$98.0K0.04%−4,932−93.0%Reduced
Rockefeller Capital Management L.P.429$112.0K0.00%+105+32.4%Added
Ellis Investment Partners, LLC438$114.0K0.03%00.0%Unchanged
SRS Capital Advisors, Inc.449$118.0K0.02%+202+81.8%Added
Capital Advisors, Ltd. LLC471$123.0K0.02%00.0%Unchanged
Belpointe Asset Management LLC475$125.0K0.01%+475New
Bollard Group LLC584$153.0K0.01%00.0%Unchanged