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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 1,338 | $414.0K | 0.00% | +1,338 | New |
| LVZ Advisors, Inc. | 1,371 | $425.0K | 0.06% | +81+6.3% | Added |
| Commerce Bank | 1,400 | $433.0K | 0.00% | +22+1.6% | Added |
| XTX Topco Ltd | 1,401 | $434.0K | 0.25% | +1,401 | New |
| D.A. Davidson & Co. | 1,409 | $436.0K | 0.00% | +415+41.8% | Added |
| KB Financial Partners, LLC | 1,412 | $437.0K | 0.13% | +608+75.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,421 | $440.0K | 0.01% | +19+1.4% | Added |
| Nisa Investment Advisors, LLC | 1,693 | $450.0K | 0.00% | −598−26.1% | Reduced |
| Diversified Trust Co | 1,463 | $453.0K | 0.01% | −7,302−83.3% | Reduced |
| Bokf, NA | 1,481 | $458.0K | 0.01% | +556+60.1% | Added |
| Cetera Investment Advisers | 1,482 | $459.0K | 0.01% | +489+49.2% | Added |
| Trillium Asset Management, LLC | 1,505 | $466.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,504 | $466.0K | 0.02% | −1−0.1% | Reduced |
| Regal Investment Advisors LLC | 1,505 | $466.0K | 0.04% | +575+61.8% | Added |
| Autumn Glory Partners, LLC | 1,538 | $476.0K | 0.20% | +1,538 | New |
| Johnson Financial Group, Inc. | 1,539 | $477.0K | 0.03% | +176+12.9% | Added |
| Altium Wealth Management LLC | 1,608 | $498.0K | 0.03% | +12+0.8% | Added |
| Eagle Harbor Asset Management Inc | 1,659 | $513.8K | 0.68% | +1,659 | New |
| Advisor Partners LLC | 1,661 | $515.0K | 0.03% | +33+2.0% | Added |
| Yarbrough Capital, LLC | 1,662 | $515.0K | 0.03% | +1,662 | New |
| Sigma Planning Corp | 1,672 | $518.0K | 0.01% | +34+2.1% | Added |
| Group One Trading, L.P. | 1,688 | $523.0K | 0.01% | +1,688 | New |
| Schroder Investment Management Group | 1,688 | $523.0K | 0.00% | +1,688 | New |
| Cresset Asset Management, LLC | 1,714 | $531.0K | 0.01% | −496−22.4% | Reduced |
| Ethic Inc. | 1,816 | $562.0K | 0.04% | +32+1.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,820 | $564.0K | 0.13% | +184+11.2% | Added |
| Groesbeck Investment Management Corp | 1,856 | $575.0K | 0.73% | −19−1.0% | Reduced |
| Yousif Capital Management, LLC | 1,884 | $583.0K | 0.01% | +1,884 | New |
| Financial Counselors Inc | 1,899 | $588.0K | 0.01% | +53+2.9% | Added |
| Clifford Swan Investment Counsel LLC | 1,910 | $592.0K | 0.02% | −50−2.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,960 | $607.0K | 0.03% | +1,960 | New |
| Fieldpoint Private Securities, LLC | 1,973 | $611.0K | 0.12% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,990 | $616.0K | 0.04% | +82+4.3% | Added |
| DekaBank Deutsche Girozentrale | 2,057 | $635.0K | 0.00% | −242−10.5% | Reduced |
| Private Advisor Group, LLC | 2,051 | $635.0K | 0.00% | +60+3.0% | Added |
| AlphaCrest Capital Management LLC | 2,053 | $636.0K | 0.02% | −1,101−34.9% | Reduced |
| Tributary Capital Management, LLC | 2,068 | $640.0K | 0.05% | +77+3.9% | Added |
| Virtu Financial LLC | 2,084 | $645.0K | 0.07% | +617+42.1% | Added |
| Prelude Capital Management, LLC | 2,100 | $650.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,111 | $654.0K | 0.02% | +229+12.2% | Added |
| Wealth Alliance | 2,145 | $664.0K | 0.13% | −6−0.3% | Reduced |
| Covenant Partners, LLC | 2,159 | $669.0K | 0.25% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 2,181 | $675.0K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,187 | $677.0K | 0.03% | +531+32.1% | Added |
| Somerset Trust Co | 2,196 | $680.0K | 0.25% | 00.0% | Unchanged |
| Sectoral Asset Management Inc | 2,200 | $681.0K | 0.10% | −44,650−95.3% | Reduced |
| Archer Investment Corp | 2,200 | $681.3K | 0.23% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,230 | $690.0K | 0.00% | −92−4.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,243 | $694.0K | 0.00% | +1,058+89.3% | Added |
| Bowling Portfolio Management LLC | 2,270 | $703.0K | 0.15% | −24−1.0% | Reduced |
| First Hawaiian Bank | 2,277 | $705.0K | 0.02% | +303+15.3% | Added |
| Capital CS Group, LLC | 2,278 | $705.0K | 0.55% | +2,278 | New |
| Henshaw Capital LLC | 2,290 | $709.2K | 0.04% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 2,291 | $710.0K | 0.45% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,319 | $718.0K | 0.05% | +2,319 | New |
| Private Trust Co NA | 2,333 | $723.0K | 0.10% | −575−19.8% | Reduced |
| Ninety One SA (PTY) Ltd | 2,376 | $736.0K | 0.21% | −371−13.5% | Reduced |
| Commonwealth Equity Services, LLC | 2,418 | $748.0K | 0.00% | −121−4.8% | Reduced |
| Yorktown Management & Research Co Inc | 2,450 | $759.0K | 0.51% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,485 | $770.0K | 0.00% | +250+11.2% | Added |
| Marietta Investment Partners LLC | 2,543 | $788.0K | 0.17% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,555 | $791.0K | 0.16% | +116+4.8% | Added |
| Banque Cantonale Vaudoise | 2,578 | $798.0K | 0.03% | −827−24.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,654 | $822.0K | 0.06% | +2,654 | New |
| Change Path, LLC | 2,671 | $827.0K | 0.04% | +2,671 | New |
| Icon Wealth Partners, LLC | 2,733 | $846.0K | 0.08% | +56+2.1% | Added |
| Tectonic Advisors LLC | 2,784 | $862.0K | 0.15% | −326−10.5% | Reduced |
| TD Waterhouse Canada Inc. | 2,944 | $880.7K | 0.01% | +2,944 | New |
| Intercontinental Wealth Advisors, LLC | 2,889 | $895.0K | 0.19% | −103−3.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,934 | $909.0K | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 3,010 | $932.0K | 0.01% | +3,010 | New |
| Beck Bode, LLC | 3,035 | $940.0K | 0.24% | +281+10.2% | Added |
| Advisory Services Network, LLC | 3,223 | $998.0K | 0.03% | +241+8.1% | Added |
| New York Life Investments Alternatives | 3,300 | $1.02M | 0.68% | +100+3.1% | Added |
| Kennedy Capital Management, Inc. | 3,391 | $1.05M | 0.02% | −1,259−27.1% | Reduced |
| Sentry Investment Management LLC | 3,496 | $1.08M | 0.28% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,500 | $1.08M | 0.01% | +3,500 | New |
| Old National Bancorp | 3,517 | $1.09M | 0.04% | −35−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,600 | $1.11M | 0.01% | +3,600 | New |
| We Are One Seven, LLC | 7,803 | $1.12M | 0.12% | +212+2.8% | Added |
| Cim, LLC | 4,487 | $1.12M | 0.21% | −727−13.9% | Reduced |
| Executive Wealth Management, LLC | 3,673 | $1.14M | 0.11% | +186+5.3% | Added |
| Advisor OS, LLC | 3,758 | $1.16M | 0.24% | +833+28.5% | Added |
| Avantax Advisory Services, Inc. | 3,793 | $1.18M | 0.02% | +2,505+194.5% | Added |
| Cetera Advisor Networks LLC | 3,801 | $1.18M | 0.01% | −87−2.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,974 | $1.23M | 0.10% | 00.0% | Unchanged |
| Metatron Capital SICAV plc | 4,000 | $1.24M | 1.18% | +4,000 | New |
| Chartwell Investment Partners, LLC | 4,047 | $1.25M | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,079 | $1.26M | 0.03% | +4,079 | New |
| Prudential Financial Inc | 4,510 | $1.26M | 0.00% | +20.0% | Added |
| Community Financial Services Group, LLC | 4,123 | $1.28M | 0.32% | +1,655+67.1% | Added |
| CIBC World Markets Inc. | 4,156 | $1.29M | 0.00% | +4,156 | New |
| Horizon Investment Services, LLC | 4,166 | $1.29M | 0.59% | +268+6.9% | Added |
| Fayez Sarofim & Co | 4,220 | $1.31M | 0.00% | 00.0% | Unchanged |
| TLWM | 4,224 | $1.31M | 0.44% | +268+6.8% | Added |
| BancorpSouth Bank | 4,265 | $1.32M | 0.16% | +12+0.3% | Added |
| Wesbanco Bank Inc | 4,332 | $1.34M | 0.05% | −4,300−49.8% | Reduced |
| Daiwa Securities Group Inc. | 4,403 | $1.36M | 0.01% | +1,196+37.3% | Added |
| Barclays PLC | 4,425 | $1.37M | 0.00% | −8,404−65.5% | Reduced |
| Creative Planning | 4,468 | $1.38M | 0.00% | −1,310−22.7% | Reduced |