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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 4,530 | $1.40M | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 4,540 | $1.41M | 0.02% | +18+0.4% | Added |
| Raymond James Trust N.A. | 4,555 | $1.41M | 0.04% | +18+0.4% | Added |
| V Wealth Advisors LLC | 4,566 | $1.41M | 0.21% | +89+2.0% | Added |
| Gyon Technologies Capital Management, LP | 4,617 | $1.43M | 0.26% | +986+27.2% | Added |
| 1776 Wealth LLC | 4,747 | $1.47M | 0.79% | +31+0.7% | Added |
| Connable Office Inc | 4,750 | $1.47M | 0.19% | +8+0.2% | Added |
| Mitchell Capital Management Co | 4,885 | $1.51M | 0.31% | +5+0.1% | Added |
| Park Avenue Securities LLC | 4,956 | $1.53M | 0.03% | +322+6.9% | Added |
| Highland Capital Management, LLC | 5,021 | $1.55M | 0.09% | +271+5.7% | Added |
| Baker Tilly Wealth Management, LLC | 5,026 | $1.56M | 0.17% | +776+18.3% | Added |
| Proequities, Inc. | 5,037 | $1.56M | 0.09% | +352+7.5% | Added |
| Nwam LLC | 5,040 | $1.56M | 0.12% | +3,840+320.0% | Added |
| Legacy Wealth Asset Management, LLC | 5,140 | $1.59M | 0.54% | +1,809+54.3% | Added |
| Arden Trust Co | 5,156 | $1.60M | 0.27% | −63−1.2% | Reduced |
| Wrapmanager Inc | 5,321 | $1.65M | 0.41% | +949+21.7% | Added |
| Capital Asset Advisory Services LLC | 5,420 | $1.68M | 0.18% | +214+4.1% | Added |
| Greenwood Capital Associates LLC | 5,425 | $1.68M | 0.24% | +66+1.2% | Added |
| Hayek Kallen Investment Management | 5,540 | $1.72M | 0.61% | −40−0.7% | Reduced |
| First National Bank of Omaha | 5,576 | $1.73M | 0.08% | +530+10.5% | Added |
| Kestra Advisory Services, LLC | 5,695 | $1.76M | 0.02% | +1,181+26.2% | Added |
| Confluence Investment Management LLC | 5,752 | $1.78M | 0.02% | −416−6.7% | Reduced |
| Live Oak Private Wealth LLC | 6,162 | $1.91M | 0.36% | −13−0.2% | Reduced |
| DAGCO, Inc. | 6,188 | $1.92M | 0.75% | −75−1.2% | Reduced |
| Verdence Capital Advisors LLC | 6,388 | $1.98M | 0.23% | +432+7.3% | Added |
| Fort, L.P. | 6,564 | $2.03M | 0.66% | −707−9.7% | Reduced |
| Personal Cfo Solutions, LLC | 6,832 | $2.12M | 0.40% | +927+15.7% | Added |
| Tealwood Asset Management Inc | 6,900 | $2.14M | 0.86% | −295−4.1% | Reduced |
| Washington Trust Advisors, Inc. | 6,968 | $2.16M | 0.15% | +6,968 | New |
| National Bank of Canada | 7,207 | $2.16M | 0.01% | +7,207 | New |
| Pettee Investors, Inc. | 7,701 | $2.38M | 1.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,751 | $2.40M | 0.00% | +311+4.2% | Added |
| Stephens Inc | 8,033 | $2.49M | 0.04% | +426+5.6% | Added |
| Bangor Savings Bank | 8,250 | $2.56M | 0.24% | −8−0.1% | Reduced |
| Man Group plc | 9,027 | $2.80M | 0.01% | −4,742−34.4% | Reduced |
| Eaton Vance Management | 9,107 | $2.82M | 0.00% | −16−0.2% | Reduced |
| Glenmede Trust Co NA | 9,413 | $2.92M | 0.01% | +203+2.2% | Added |
| Exencial Wealth Advisors, LLC | 9,440 | $2.92M | 0.14% | +9,440 | New |
| Cna Financial Corp | 9,531 | $2.95M | 0.77% | −490−4.9% | Reduced |
| Mirabella Financial Services LLP | 9,650 | $2.99M | 0.30% | +9,650 | New |
| Jefferies Group LLC | 10,000 | $3.10M | 0.06% | +10,000 | New |
| Harbor Capital Advisors, Inc. | 10,119 | $3.13M | 1.14% | +10,119 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,126 | $3.14M | 0.02% | +2,594+34.4% | Added |
| Utah Retirement Systems | 10,387 | $3.22M | 0.04% | +300+3.0% | Added |
| BNP Paribas Arbitrage, SA | 10,582 | $3.28M | 0.01% | −69,177−86.7% | Reduced |
| PDT Partners, LLC | 10,830 | $3.35M | 0.26% | −8,746−44.7% | Reduced |
| Eagle Global Advisors LLC | 11,500 | $3.56M | 0.22% | 00.0% | Unchanged |
| Castleark Management LLC | 12,045 | $3.73M | 0.14% | −1,200−9.1% | Reduced |
| Bessemer Group Inc | 12,161 | $3.77M | 0.01% | +421+3.6% | Added |
| Shanda Asset Management Holdings Ltd | 12,300 | $3.81M | 0.60% | 00.0% | Unchanged |
| DnB Asset Management AS | 12,441 | $3.85M | 0.02% | −113−0.9% | Reduced |
| Atria Investments LLC | 12,723 | $3.94M | 0.07% | +2,511+24.6% | Added |
| Steadfast Capital Management (UK) Ltd. | 12,800 | $3.96M | 4.77% | +4,172+48.4% | Added |
| Mount Yale Investment Advisors, LLC | 12,809 | $3.97M | 0.41% | −142−1.1% | Reduced |
| Colony Group LLC | 12,871 | $3.99M | 0.07% | −215−1.6% | Reduced |
| Shaker Investments LLC | 13,129 | $4.07M | 1.75% | +1,745+15.3% | Added |
| Synovus Financial Corp | 13,433 | $4.16M | 0.04% | +11,646+651.7% | Added |
| Seascape Capital Management | 13,517 | $4.19M | 1.96% | −44−0.3% | Reduced |
| Amica Mutual Insurance Co | 13,789 | $4.27M | 0.36% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 14,187 | $4.39M | 0.20% | +935+7.1% | Added |
| Citadel Advisors LLC | 14,308 | $4.43M | 0.00% | +12,258+598.0% | Added |
| Westpac Banking Corp | 14,758 | $4.57M | 0.05% | −2,057−12.2% | Reduced |
| Guggenheim Capital LLC | 14,825 | $4.59M | 0.02% | −30−0.2% | Reduced |
| Dorsey Wright & Associates | 15,212 | $4.71M | 0.97% | +15,212 | New |
| Distillate Capital Partners LLC | 15,322 | $4.75M | 0.80% | +2,020+15.2% | Added |
| Janney Montgomery Scott LLC | 15,497 | $4.80M | 0.02% | −185−1.2% | Reduced |
| Fisher Asset Management, LLC | 15,537 | $4.81M | 0.00% | +93+0.6% | Added |
| TD Private Client Wealth LLC | 15,917 | $4.93M | 0.20% | −2,029−11.3% | Reduced |
| Papp L Roy & Associates | 15,984 | $4.95M | 0.57% | −35−0.2% | Reduced |
| Credit Agricole S A | 16,024 | $4.96M | 0.17% | −132−0.8% | Reduced |
| Mackenzie Financial Corp | 16,233 | $5.03M | 0.01% | +9,434+138.8% | Added |
| Eqis Capital Management, Inc. | 16,707 | $5.17M | 0.38% | −875−5.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,722 | $5.18M | 0.01% | −325−1.9% | Reduced |
| MML Investors Services, LLC | 16,770 | $5.19M | 0.04% | +348+2.1% | Added |
| Majedie Asset Management Ltd | 16,771 | $5.20M | 0.40% | +16,771 | New |
| Vident Investment Advisory, LLC | 17,021 | $5.27M | 0.14% | +1,164+7.3% | Added |
| Credit Suisse AG | 17,202 | $5.33M | 0.00% | +2,453+16.6% | Added |
| Employees Retirement System of Texas | 19,045 | $5.90M | 0.07% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 19,191 | $5.94M | 0.16% | +320+1.7% | Added |
| Welch & Forbes LLC | 19,590 | $6.07M | 0.09% | −100−0.5% | Reduced |
| Boothbay Fund Management, LLC | 19,800 | $6.13M | 0.20% | −4,300−17.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19,960 | $6.17M | 0.01% | +2,141+12.0% | Added |
| Gateway Investment Advisers LLC | 20,391 | $6.32M | 0.06% | +2,494+13.9% | Added |
| Churchill Management Corp | 20,452 | $6.33M | 0.09% | −61−0.3% | Reduced |
| Westover Capital Advisors, LLC | 20,552 | $6.37M | 1.85% | −2,553−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 21,602 | $6.69M | 0.00% | +1,860+9.4% | Added |
| Driehaus Capital Management LLC | 21,681 | $6.71M | 0.07% | +21,681 | New |
| Fundsmith Investment Services Ltd. | 22,275 | $6.90M | 3.75% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 23,001 | $7.12M | 0.01% | −19,376−45.7% | Reduced |
| Meritage Portfolio Management | 23,295 | $7.21M | 0.41% | +248+1.1% | Added |
| HighTower Advisors, LLC | 24,492 | $7.58M | 0.02% | +710+3.0% | Added |
| TownSquare Capital, LLC | 24,770 | $7.67M | 0.19% | +3,720+17.7% | Added |
| Burney Co | 25,419 | $7.87M | 0.34% | −7,230−22.1% | Reduced |
| Rice Hall James & Associates, LLC | 26,303 | $8.15M | 0.29% | −1,845−6.6% | Reduced |
| US Bancorp | 27,400 | $8.48M | 0.01% | +1,648+6.4% | Added |
| Marks Group Wealth Management, Inc | 27,398 | $8.49M | 1.03% | −777−2.8% | Reduced |
| Fred Alger Management, LLC | 27,782 | $8.60M | 0.02% | −1,286−4.4% | Reduced |
| Millennium Management LLC | 28,537 | $8.84M | 0.01% | −225,267−88.8% | Reduced |
| Captrust Financial Advisors | 28,542 | $8.84M | 0.06% | −485−1.7% | Reduced |
| Advisors Asset Management, Inc. | 28,769 | $8.91M | 0.13% | −407−1.4% | Reduced |