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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 596 | $156.0K | 0.00% | −218−26.8% | Reduced |
| Geneos Wealth Management Inc. | 607 | $159.0K | 0.01% | +60+11.0% | Added |
| Harbour Investments, Inc. | 630 | $165.0K | 0.01% | −27−4.1% | Reduced |
| Stephenson National Bank & Trust | 638 | $167.0K | 0.11% | +89+16.2% | Added |
| Spire Wealth Management | 716 | $188.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 720 | $189.0K | 0.02% | +574+393.2% | Added |
| Martin Investment Management, LLC | 787 | $206.0K | 0.05% | +787 | New |
| Bernardo Wealth Planning LLC | 805 | $210.0K | 0.12% | +805 | New |
| KB Financial Partners, LLC | 804 | $211.0K | 0.08% | +141+21.3% | Added |
| First Horizon Advisors, Inc. | 817 | $214.0K | 0.01% | +727+807.8% | Added |
| Mid Atlantic Financial Management Inc | 816 | $214.0K | 0.01% | +816 | New |
| Veritable, L.P. | 820 | $215.0K | 0.00% | +820 | New |
| First National Bank of Hutchinson | 853 | $224.0K | 0.13% | +853 | New |
| Windsor Group LTD | 854 | $224.0K | 0.05% | +854 | New |
| Investment House LLC | 865 | $227.0K | 0.02% | +865 | New |
| Parsons Capital Management Inc | 870 | $228.0K | 0.02% | +870 | New |
| Alta Capital Management LLC | 873 | $229.0K | 0.01% | +873 | New |
| Leuthold Group, LLC | 881 | $231.0K | 0.03% | +881 | New |
| CWA Asset Management Group, LLC | 905 | $237.0K | 0.02% | +905 | New |
| Hilltop Holdings Inc. | 919 | $241.0K | 0.03% | +919 | New |
| Bokf, NA | 925 | $242.0K | 0.00% | +925 | New |
| Regal Investment Advisors LLC | 930 | $244.0K | 0.02% | −348−27.2% | Reduced |
| IFP Advisors, Inc | 942 | $245.0K | 0.00% | +651+223.7% | Added |
| Carroll Financial Associates, Inc. | 950 | $248.0K | 0.01% | +580+156.8% | Added |
| Blue Barn Wealth, LLC | 945 | $248.0K | 0.22% | +945 | New |
| Arabesque Asset Management Ltd | 969 | $254.0K | 0.09% | −10,263−91.4% | Reduced |
| Csenge Advisory Group | 983 | $258.0K | 0.02% | −322−24.7% | Reduced |
| Cetera Investment Advisers | 993 | $260.0K | 0.00% | −159−13.8% | Reduced |
| D.A. Davidson & Co. | 994 | $260.0K | 0.00% | −44−4.2% | Reduced |
| Beacon Pointe Advisors, LLC | 998 | $261.0K | 0.01% | +998 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,000 | $262.0K | 0.06% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,001 | $262.0K | 0.05% | +1,001 | New |
| TT International Asset Management LTD | 1,000 | $262.0K | 0.01% | +1,000 | New |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $262.0K | 0.12% | +1,000 | New |
| National Asset Management, Inc. | 1,041 | $265.0K | 0.01% | +1,041 | New |
| Amica Retiree Medical Trust | 1,026 | $269.0K | 0.24% | −451−30.5% | Reduced |
| Engineers Gate Manager LP | 1,029 | $270.0K | 0.02% | −7,377−87.8% | Reduced |
| JustInvest LLC | 1,035 | $271.0K | 0.02% | +1,035 | New |
| Davenport & Co LLC | 1,060 | $278.0K | 0.00% | +1,060 | New |
| Associated Banc-Corp | 1,072 | $281.0K | 0.01% | 00.0% | Unchanged |
| Holderness Investments Co | 1,075 | $282.0K | 0.09% | 00.0% | Unchanged |
| Park National Corp | 1,097 | $287.0K | 0.01% | +1,097 | New |
| Orion Portfolio Solutions, LLC | 1,096 | $287.0K | 0.01% | +1,096 | New |
| Resonant Capital Advisors, LLC | 1,109 | $291.0K | 0.05% | +1,109 | New |
| Williams Jones Wealth Management, LLC. | 1,113 | $292.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,117 | $293.0K | 0.00% | −1,956−63.7% | Reduced |
| Pinnacle Associates Ltd | 1,125 | $295.0K | 0.01% | 00.0% | Unchanged |
| Loews Corp | 1,134 | $297.0K | 0.00% | +1,134 | New |
| Sara-Bay Financial | 1,136 | $298.0K | 0.12% | +1,136 | New |
| Penobscot Investment Management Company, Inc. | 1,150 | $301.0K | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,158 | $303.0K | 0.01% | −161−12.2% | Reduced |
| Treasurer of the State of North Carolina | 1,163 | $305.0K | 0.00% | +1,163 | New |
| Northwestern Mutual Wealth Management Co | 1,185 | $311.0K | 0.00% | +50+4.4% | Added |
| Nwam LLC | 1,200 | $314.0K | 0.03% | +1,200 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,216 | $319.0K | 0.07% | +210+20.9% | Added |
| Asset Management One Co.,Ltd. | 1,200 | $321.0K | 0.00% | +300+33.3% | Added |
| Veriti Management LLC | 1,260 | $330.0K | 0.05% | +1,260 | New |
| Avantax Advisory Services, Inc. | 1,288 | $337.0K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,290 | $338.0K | 0.05% | +38+3.0% | Added |
| Walleye Capital LLC | 1,301 | $341.0K | 0.01% | −849−39.5% | Reduced |
| Kendall Capital Management | 1,338 | $351.0K | 0.19% | +1,338 | New |
| Winton Group Ltd | 1,352 | $354.0K | 0.02% | +1,352 | New |
| Johnson Financial Group, Inc. | 1,363 | $357.0K | 0.02% | +93+7.3% | Added |
| Coldstream Capital Management Inc | 1,882 | $360.0K | 0.02% | +462+32.5% | Added |
| Commerce Bank | 1,378 | $361.0K | 0.00% | +117+9.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,402 | $367.0K | 0.01% | +493+54.2% | Added |
| Virtu Financial LLC | 1,467 | $384.0K | 0.03% | +1,467 | New |
| Dynamic Advisor Solutions LLC | 1,475 | $386.0K | 0.03% | +1,475 | New |
| Trillium Asset Management, LLC | 1,505 | $394.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,505 | $394.0K | 0.02% | +575+61.8% | Added |
| Silphium Asset Management Ltd | 1,553 | $406.9K | 0.16% | +1,553 | New |
| Altium Wealth Management LLC | 1,596 | $418.0K | 0.03% | +8+0.5% | Added |
| Marshall Wace, LLP | 1,603 | $420.0K | 0.00% | −55,822−97.2% | Reduced |
| Kingsview Wealth Management, LLC | 1,602 | $420.0K | 0.02% | +324+25.4% | Added |
| Galvin, Gaustad & Stein, LLC | 1,609 | $422.0K | 0.04% | −1,677−51.0% | Reduced |
| Sawtooth Solutions, LLC | 1,621 | $425.0K | 0.07% | +1,621 | New |
| Advisor Partners LLC | 1,628 | $427.0K | 0.03% | +92+6.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,636 | $429.0K | 0.08% | −3,558−68.5% | Reduced |
| Sigma Planning Corp | 1,638 | $429.0K | 0.01% | −17−1.0% | Reduced |
| Fulton Bank, N.A. | 1,656 | $433.0K | 0.02% | +1,656 | New |
| Ethic Inc. | 1,784 | $467.0K | 0.05% | +1,784 | New |
| Synovus Financial Corp | 1,787 | $469.0K | 0.00% | +1,787 | New |
| Financial Counselors Inc | 1,846 | $484.0K | 0.01% | −889−32.5% | Reduced |
| Groesbeck Investment Management Corp | 1,875 | $491.0K | 0.57% | −850−31.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,884 | $494.0K | 0.06% | −6,475−77.5% | Reduced |
| Zeke Capital Advisors, LLC | 1,908 | $500.0K | 0.03% | +184+10.7% | Added |
| Fieldpoint Private Securities, LLC | 1,973 | $517.0K | 0.11% | −77−3.8% | Reduced |
| First Hawaiian Bank | 1,974 | $517.0K | 0.02% | +593+42.9% | Added |
| Tributary Capital Management, LLC | 1,991 | $522.0K | 0.04% | −890−30.9% | Reduced |
| Private Advisor Group, LLC | 1,991 | $522.0K | 0.00% | +57+2.9% | Added |
| Citadel Advisors LLC | 2,050 | $537.0K | 0.00% | −822,789−99.8% | Reduced |
| Prelude Capital Management, LLC | 2,100 | $550.0K | 0.03% | +2,100 | New |
| First Mercantile Trust Co | 2,130 | $558.0K | 0.07% | +765+56.0% | Added |
| Wealth Alliance | 2,151 | $564.0K | 0.13% | +291+15.6% | Added |
| Clifford Swan Investment Counsel LLC | 1,960 | $566.0K | 0.02% | 00.0% | Unchanged |
| Covenant Partners, LLC | 2,159 | $566.0K | 0.22% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,160 | $566.0K | 0.00% | +1,008+87.5% | Added |
| Price T Rowe Associates Inc | 2,181 | $571.0K | 0.00% | +2,181 | New |
| Somerset Trust Co | 2,196 | $575.0K | 0.23% | −41−1.8% | Reduced |
| Archer Investment Corp | 2,200 | $576.4K | 0.22% | 00.0% | Unchanged |