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, Q4 2021
Institutional positions in Icon PLC as of Dec 31, 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
- 548
- +43 vs. Q3 2021
- Shares held
- 73.4M
- −114.5K (−0.2%) vs. Q3 2021
- Total value
- $22.7B
- +$3.40B (+17.6%) vs. Q3 2021
- New holders
- 97
- 188 more added
- Sold out
- 54
- 177 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 447 | $138.0K | 0.00% | +79+21.5% | Added |
| Huntington National Bank | 453 | $140.0K | 0.00% | +320+240.6% | Added |
| SRS Capital Advisors, Inc. | 458 | $142.0K | 0.02% | +9+2.0% | Added |
| CWM, LLC | 463 | $143.0K | 0.00% | +463 | New |
| Capital Advisors, Ltd. LLC | 471 | $146.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 512 | $157.0K | 0.00% | +83+19.3% | Added |
| Belpointe Asset Management LLC | 516 | $160.0K | 0.01% | +41+8.6% | Added |
| Bollard Group LLC | 584 | $181.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 633 | $196.0K | 0.01% | +26+4.3% | Added |
| Stephenson National Bank & Trust | 638 | $198.0K | 0.11% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 645 | $200.0K | 0.04% | +645 | New |
| Titleist Asset Management, Ltd. | 648 | $201.0K | 0.04% | +648 | New |
| Dynamic Advisor Solutions LLC | 654 | $203.0K | 0.01% | −821−55.7% | Reduced |
| First American Bank | 654 | $203.0K | 0.01% | +654 | New |
| Paloma Partners Management Co | 659 | $204.0K | 0.01% | +659 | New |
| Jag Capital Management, LLC | 665 | $206.0K | 0.02% | +665 | New |
| Cetera Advisors LLC | 665 | $206.0K | 0.00% | +665 | New |
| Institute for Wealth Management, LLC. | 673 | $208.0K | 0.03% | +673 | New |
| Cerity Partners LLC | 691 | $216.0K | 0.00% | +691 | New |
| Opal Wealth Advisors, LLC | 697 | $216.0K | 0.14% | +697 | New |
| American National Insurance Co | 700 | $217.0K | 0.05% | −6,000−89.6% | Reduced |
| Moody National Bank Trust Division | 700 | $217.0K | 0.01% | −6,000−89.6% | Reduced |
| Probity Advisors, Inc. | 702 | $217.0K | 0.04% | +702 | New |
| Stratos Wealth Partners, LTD. | 708 | $219.0K | 0.00% | +708 | New |
| Rehmann Capital Advisory Group | 709 | $219.6K | 0.02% | +709 | New |
| Ellevest, Inc. | 720 | $223.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 727 | $224.0K | 0.01% | −90−11.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 722 | $224.0K | 0.00% | +722 | New |
| Spire Wealth Management | 725 | $225.0K | 0.00% | +9+1.3% | Added |
| Castleview Partners, LLC | 69,682 | $225.0K | 0.00% | +69,682 | New |
| Evernest Financial Advisors, LLC | 854 | $237.8K | 0.12% | +854 | New |
| Windsor Group LTD | 854 | $246.0K | 0.05% | 00.0% | Unchanged |
| Mark Stevens | 800 | $248.0K | 0.03% | +800 | New |
| Silphium Asset Management Ltd | 803 | $248.7K | 0.24% | −750−48.3% | Reduced |
| Bernardo Wealth Planning LLC | 805 | $249.0K | 0.12% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 807 | $250.0K | 0.01% | +807 | New |
| Veritable, L.P. | 822 | $255.0K | 0.00% | +2+0.2% | Added |
| Benjamin Edwards Inc | 830 | $257.0K | 0.08% | +736+783.0% | Added |
| Parsons Capital Management Inc | 870 | $269.0K | 0.02% | 00.0% | Unchanged |
| Leuthold Group, LLC | 872 | $270.0K | 0.03% | −9−1.0% | Reduced |
| Alta Capital Management LLC | 873 | $270.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 881 | $273.0K | 0.16% | +28+3.3% | Added |
| Thrivent Financial for Lutherans | 1,333 | $276.0K | 0.00% | −911−40.6% | Reduced |
| Jmac Enterprises LLC | 1,020 | $279.0K | 0.07% | +1,020 | New |
| CWA Asset Management Group, LLC | 905 | $280.0K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 907 | $281.0K | 0.01% | −91−9.1% | Reduced |
| Jane Street Group, LLC | 911 | $282.0K | 0.00% | −4,862−84.2% | Reduced |
| Csenge Advisory Group | 1,305 | $282.0K | 0.03% | +322+32.8% | Added |
| Martin Investment Management, LLC | 909 | $282.0K | 0.07% | +122+15.5% | Added |
| Investment House LLC | 915 | $283.0K | 0.02% | +50+5.8% | Added |
| Hancock Whitney Investment Services Inc. | 924 | $287.0K | 0.05% | +924 | New |
| Sheaff Brock Investment Advisors, LLC | 940 | $291.0K | 0.03% | +940 | New |
| Carroll Financial Associates, Inc. | 950 | $292.0K | 0.02% | 00.0% | Unchanged |
| Associated Banc-Corp | 950 | $294.0K | 0.01% | −122−11.4% | Reduced |
| Blue Barn Wealth, LLC | 950 | $294.0K | 0.20% | +5+0.5% | Added |
| Arabesque Asset Management Ltd | 963 | $298.0K | 0.09% | −6−0.6% | Reduced |
| Kolinsky Wealth Management, LLC | 964 | $299.0K | 0.28% | +964 | New |
| Hilltop Holdings Inc. | 991 | $307.0K | 0.03% | +72+7.8% | Added |
| Axxcess Wealth Management, LLC | 994 | $308.0K | 0.02% | +994 | New |
| Cubist Systematic Strategies, LLC | 997 | $309.0K | 0.00% | −31,953−97.0% | Reduced |
| IFP Advisors, Inc | 991 | $309.0K | 0.01% | +49+5.2% | Added |
| Burns Matteson Capital Management, LLC | 1,000 | $309.7K | 0.21% | +1,000 | New |
| Davenport & Co LLC | 1,000 | $310.0K | 0.00% | −60−5.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,000 | $310.0K | 0.05% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,001 | $310.0K | 0.05% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $310.0K | 0.12% | 00.0% | Unchanged |
| Holderness Investments Co | 1,025 | $317.0K | 0.09% | −50−4.7% | Reduced |
| Journey Strategic Wealth LLC | 1,025 | $317.0K | 0.03% | +1,025 | New |
| Amica Retiree Medical Trust | 1,026 | $318.0K | 0.27% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,057 | $327.0K | 0.03% | −552−34.3% | Reduced |
| Lake Street Financial LLC | 1,061 | $329.0K | 0.06% | +1,061 | New |
| Loews Corp | 1,078 | $334.0K | 0.00% | −56−4.9% | Reduced |
| JustInvest LLC | 1,077 | $334.0K | 0.02% | +42+4.1% | Added |
| J2 Capital Management Inc | 1,080 | $334.0K | 0.32% | +1,080 | New |
| Park National Corp | 1,091 | $338.0K | 0.01% | −6−0.5% | Reduced |
| Millennium Capital Advisors, LLC | 1,100 | $340.7K | 0.27% | +1,100 | New |
| Nicholas Company, Inc. | 1,100 | $341.0K | 0.01% | −7,360−87.0% | Reduced |
| Pinnacle Associates Ltd | 1,105 | $342.0K | 0.01% | −20−1.8% | Reduced |
| Resonant Capital Advisors, LLC | 1,109 | $344.0K | 0.05% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,113 | $345.0K | 0.00% | −50−4.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,113 | $345.0K | 0.00% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,130 | $350.0K | 0.37% | +1,130 | New |
| Fifth Third Bancorp | 1,136 | $352.0K | 0.00% | +19+1.7% | Added |
| Schechter Investment Advisors, LLC | 1,139 | $353.0K | 0.03% | +1,139 | New |
| Penobscot Investment Management Company, Inc. | 1,150 | $356.0K | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,184 | $367.0K | 0.01% | +26+2.2% | Added |
| Tower Research Capital LLC (TRC) | 1,194 | $370.0K | 0.01% | +1,077+920.5% | Added |
| Asset Management One Co.,Ltd. | 1,200 | $371.0K | 0.00% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,215 | $376.0K | 0.11% | +79+7.0% | Added |
| National Asset Management, Inc. | 1,219 | $378.0K | 0.01% | +178+17.1% | Added |
| RBA Wealth Management, LLC | 1,220 | $378.0K | 0.18% | +1,220 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,232 | $382.0K | 0.08% | +16+1.3% | Added |
| FORA Capital, LLC | 1,234 | $382.0K | 0.15% | +1,234 | New |
| Veriti Management LLC | 1,258 | $390.0K | 0.05% | −2−0.2% | Reduced |
| IndexIQ Advisors LLC | 1,259 | $390.0K | 0.01% | +1,259 | New |
| FirstPurpose Wealth LLC | 1,283 | $397.0K | 0.25% | +1,283 | New |
| Orion Portfolio Solutions, LLC | 1,309 | $405.0K | 0.01% | +213+19.4% | Added |
| Kendall Capital Management | 1,318 | $408.0K | 0.19% | −20−1.5% | Reduced |
| SkyView Investment Advisors, LLC | 17,034 | $409.0K | 0.09% | +17,034 | New |
| Kingsview Wealth Management, LLC | 1,330 | $412.0K | 0.02% | −272−17.0% | Reduced |