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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 2,210 | $578.0K | 0.01% | +989+81.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,235 | $586.0K | 0.00% | −1,327−37.3% | Reduced |
| Thrivent Financial for Lutherans | 2,244 | $588.0K | 0.00% | +911+68.3% | Added |
| Nisa Investment Advisors, LLC | 2,291 | $600.0K | 0.00% | +2,291 | New |
| Purus Wealth Management, LLC | 2,291 | $600.0K | 0.41% | +2,291 | New |
| Henshaw Capital LLC | 2,290 | $600.0K | 0.04% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 2,294 | $601.0K | 0.14% | +2,294 | New |
| HSBC Holdings PLC | 2,322 | $614.0K | 0.00% | +2,322 | New |
| DekaBank Deutsche Girozentrale | 2,299 | $618.0K | 0.00% | +942+69.4% | Added |
| Centiva Capital, LP | 2,385 | $625.0K | 0.05% | +2,385 | New |
| Simplex Trading, LLC | 2,921 | $630.0K | 0.02% | +508+21.1% | Added |
| CFO4Life Group, LLC | 2,439 | $639.0K | 0.15% | +2,439 | New |
| Yorktown Management & Research Co Inc | 2,450 | $642.0K | 0.48% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 2,468 | $647.0K | 0.18% | +2,468 | New |
| Commonwealth Equity Services, LLC | 2,539 | $665.0K | 0.00% | +118+4.9% | Added |
| Marietta Investment Partners LLC | 2,543 | $666.0K | 0.15% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 2,623 | $687.0K | 0.08% | +2,623 | New |
| Icon Wealth Partners, LLC | 2,677 | $701.0K | 0.07% | +591+28.3% | Added |
| Ninety One SA (PTY) Ltd | 2,747 | $720.0K | 0.28% | 00.0% | Unchanged |
| Beck Bode, LLC | 2,754 | $722.0K | 0.20% | +332+13.7% | Added |
| Private Trust Co NA | 2,908 | $762.0K | 0.11% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,925 | $768.0K | 0.17% | +1,206+70.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,934 | $769.0K | 0.01% | −3,460−54.1% | Reduced |
| Advisory Services Network, LLC | 2,982 | $781.0K | 0.02% | +98+3.4% | Added |
| Intercontinental Wealth Advisors, LLC | 2,992 | $784.0K | 0.18% | −101−3.3% | Reduced |
| Tectonic Advisors LLC | 3,110 | $815.0K | 0.16% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,154 | $826.0K | 0.04% | −4,304−57.7% | Reduced |
| New York Life Investments Alternatives | 3,200 | $838.0K | 0.54% | +700+28.0% | Added |
| Daiwa Securities Group Inc. | 3,207 | $840.0K | 0.01% | +2,815+718.1% | Added |
| Legacy Wealth Asset Management, LLC | 3,331 | $873.0K | 0.40% | +1,103+49.5% | Added |
| Banque Cantonale Vaudoise | 3,405 | $892.0K | 0.04% | +1,077+46.3% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 3,483 | $913.0K | 1.05% | −288−7.6% | Reduced |
| Executive Wealth Management, LLC | 3,487 | $913.0K | 0.10% | +3,487 | New |
| Sentry Investment Management LLC | 3,496 | $916.0K | 0.27% | −938−21.2% | Reduced |
| Old National Bancorp | 3,552 | $930.0K | 0.04% | +1,433+67.6% | Added |
| Gyon Technologies Capital Management, LP | 3,631 | $951.0K | 0.26% | +2,066+132.0% | Added |
| We Are One Seven, LLC | 7,591 | $978.0K | 0.12% | +969+14.6% | Added |
| Cetera Advisor Networks LLC | 3,888 | $1.02M | 0.01% | +987+34.0% | Added |
| Horizon Investment Services, LLC | 3,898 | $1.02M | 0.50% | +2,749+239.3% | Added |
| Capula Management Ltd | 3,914 | $1.03M | 0.08% | +3,914 | New |
| TLWM | 3,956 | $1.04M | 0.39% | +154+4.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,974 | $1.04M | 0.09% | +463+13.2% | Added |
| Chartwell Investment Partners, LLC | 4,047 | $1.06M | 0.03% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 4,152 | $1.09M | 0.10% | +4,090+6,596.8% | Added |
| Fayez Sarofim & Co | 4,220 | $1.11M | 0.00% | +285+7.2% | Added |
| BancorpSouth Bank | 4,253 | $1.11M | 0.16% | +28+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 4,250 | $1.11M | 0.15% | +800+23.2% | Added |
| Wrapmanager Inc | 4,372 | $1.15M | 0.30% | +4,372 | New |
| V Wealth Advisors LLC | 4,477 | $1.17M | 0.18% | +284+6.8% | Added |
| Kestra Advisory Services, LLC | 4,514 | $1.18M | 0.01% | +687+18.0% | Added |
| MAI Capital Management | 4,522 | $1.19M | 0.02% | +1,446+47.0% | Added |
| Handelsbanken Fonder AB | 4,530 | $1.19M | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,537 | $1.19M | 0.04% | +347+8.3% | Added |
| Prudential Financial Inc | 4,508 | $1.21M | 0.00% | +647+16.8% | Added |
| Park Avenue Securities LLC | 4,634 | $1.21M | 0.02% | +940+25.4% | Added |
| Kennedy Capital Management, Inc. | 4,650 | $1.22M | 0.03% | +354+8.2% | Added |
| Proequities, Inc. | 4,685 | $1.23M | 0.08% | +4,080+674.4% | Added |
| 1776 Wealth LLC | 4,716 | $1.24M | 0.70% | +4,716 | New |
| Connable Office Inc | 4,742 | $1.24M | 0.18% | +1,804+61.4% | Added |
| Highland Capital Management, LLC | 4,750 | $1.25M | 0.08% | +4,750 | New |
| Mitchell Capital Management Co | 4,880 | $1.28M | 0.29% | +85+1.8% | Added |
| First National Bank of Omaha | 5,046 | $1.32M | 0.07% | −1,864−27.0% | Reduced |
| Capital Asset Advisory Services LLC | 5,206 | $1.36M | 0.15% | +385+8.0% | Added |
| Arden Trust Co | 5,219 | $1.37M | 0.23% | −37−0.7% | Reduced |
| Cim, LLC | 5,214 | $1.39M | 0.22% | +78+1.5% | Added |
| Greenwood Capital Associates LLC | 5,359 | $1.40M | 0.22% | +144+2.8% | Added |
| Hayek Kallen Investment Management | 5,580 | $1.46M | 0.67% | −350−5.9% | Reduced |
| Jane Street Group, LLC | 5,773 | $1.51M | 0.00% | −15,053−72.3% | Reduced |
| Creative Planning | 5,778 | $1.51M | 0.00% | −898−13.5% | Reduced |
| Personal Cfo Solutions, LLC | 5,905 | $1.55M | 0.32% | +3,385+134.3% | Added |
| Verdence Capital Advisors LLC | 5,956 | $1.56M | 0.21% | +4,934+482.8% | Added |
| Confluence Investment Management LLC | 6,168 | $1.62M | 0.02% | +27+0.4% | Added |
| Northwest & Ethical Investments L.P. | 6,169 | $1.62M | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 6,175 | $1.62M | 0.33% | −103−1.6% | Reduced |
| DAGCO, Inc. | 6,263 | $1.64M | 0.70% | −160−2.5% | Reduced |
| Voya Investment Management LLC | 6,491 | $1.70M | 0.00% | +6,491 | New |
| American National Insurance Co | 6,700 | $1.76M | 0.07% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,700 | $1.76M | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,799 | $1.78M | 0.00% | −4,738−41.1% | Reduced |
| Cinctive Capital Management LP | 6,899 | $1.81M | 0.10% | +6,899 | New |
| Washington Trust Co | 7,075 | $1.85M | 0.05% | +115+1.7% | Added |
| Tealwood Asset Management Inc | 7,195 | $1.89M | 0.76% | +7,195 | New |
| Fort, L.P. | 7,271 | $1.91M | 0.63% | −741−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 7,440 | $1.95M | 0.00% | +965+14.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,532 | $1.97M | 0.01% | +1,386+22.6% | Added |
| Stephens Inc | 7,607 | $1.99M | 0.03% | +2,120+38.6% | Added |
| Pettee Investors, Inc. | 7,701 | $2.02M | 0.94% | 00.0% | Unchanged |
| L & S Advisors Inc | 8,158 | $2.14M | 0.23% | +8,158 | New |
| Bangor Savings Bank | 8,258 | $2.16M | 0.22% | +426+5.4% | Added |
| Nicholas Company, Inc. | 8,460 | $2.22M | 0.04% | −42,920−83.5% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 8,628 | $2.26M | 2.66% | +8,628 | New |
| Wesbanco Bank Inc | 8,632 | $2.26M | 0.09% | 00.0% | Unchanged |
| Diversified Trust Co | 8,765 | $2.30M | 0.08% | 00.0% | Unchanged |
| Eaton Vance Management | 9,123 | $2.37M | 0.00% | +692+8.2% | Added |
| Glenmede Trust Co NA | 9,210 | $2.41M | 0.01% | +3,564+63.1% | Added |
| Cna Financial Corp | 10,021 | $2.63M | 0.72% | +2,760+38.0% | Added |
| Jump Financial, LLC | 10,078 | $2.64M | 0.19% | +6,559+186.4% | Added |
| Utah Retirement Systems | 10,087 | $2.64M | 0.04% | +2,830+39.0% | Added |
| Atria Investments LLC | 10,212 | $2.68M | 0.05% | +2,456+31.7% | Added |
| Federation des caisses Desjardins du Quebec | 10,301 | $2.70M | 0.03% | +92+0.9% | Added |