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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 11,500 | $3.56M | 0.22% | 00.0% | Unchanged |
| PDT Partners, LLC | 10,830 | $3.35M | 0.26% | −8,746−44.7% | Reduced |
| BNP Paribas Arbitrage, SA | 10,582 | $3.28M | 0.01% | −69,177−86.7% | Reduced |
| Utah Retirement Systems | 10,387 | $3.22M | 0.04% | +300+3.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,126 | $3.14M | 0.02% | +2,594+34.4% | Added |
| Harbor Capital Advisors, Inc. | 10,119 | $3.13M | 1.14% | +10,119 | New |
| Jefferies Group LLC | 10,000 | $3.10M | 0.06% | +10,000 | New |
| Mirabella Financial Services LLP | 9,650 | $2.99M | 0.30% | +9,650 | New |
| Cna Financial Corp | 9,531 | $2.95M | 0.77% | −490−4.9% | Reduced |
| Exencial Wealth Advisors, LLC | 9,440 | $2.92M | 0.14% | +9,440 | New |
| Glenmede Trust Co NA | 9,413 | $2.92M | 0.01% | +203+2.2% | Added |
| Eaton Vance Management | 9,107 | $2.82M | 0.00% | −16−0.2% | Reduced |
| Man Group plc | 9,027 | $2.80M | 0.01% | −4,742−34.4% | Reduced |
| Bangor Savings Bank | 8,250 | $2.56M | 0.24% | −8−0.1% | Reduced |
| Stephens Inc | 8,033 | $2.49M | 0.04% | +426+5.6% | Added |
| The PNC Financial Services Group, Inc. | 7,751 | $2.40M | 0.00% | +311+4.2% | Added |
| Pettee Investors, Inc. | 7,701 | $2.38M | 1.00% | 00.0% | Unchanged |
| National Bank of Canada | 7,207 | $2.16M | 0.01% | +7,207 | New |
| Washington Trust Advisors, Inc. | 6,968 | $2.16M | 0.15% | +6,968 | New |
| Tealwood Asset Management Inc | 6,900 | $2.14M | 0.86% | −295−4.1% | Reduced |
| Personal Cfo Solutions, LLC | 6,832 | $2.12M | 0.40% | +927+15.7% | Added |
| Fort, L.P. | 6,564 | $2.03M | 0.66% | −707−9.7% | Reduced |
| Verdence Capital Advisors LLC | 6,388 | $1.98M | 0.23% | +432+7.3% | Added |
| DAGCO, Inc. | 6,188 | $1.92M | 0.75% | −75−1.2% | Reduced |
| Live Oak Private Wealth LLC | 6,162 | $1.91M | 0.36% | −13−0.2% | Reduced |
| Confluence Investment Management LLC | 5,752 | $1.78M | 0.02% | −416−6.7% | Reduced |
| Kestra Advisory Services, LLC | 5,695 | $1.76M | 0.02% | +1,181+26.2% | Added |
| First National Bank of Omaha | 5,576 | $1.73M | 0.08% | +530+10.5% | Added |
| Hayek Kallen Investment Management | 5,540 | $1.72M | 0.61% | −40−0.7% | Reduced |
| Greenwood Capital Associates LLC | 5,425 | $1.68M | 0.24% | +66+1.2% | Added |
| Capital Asset Advisory Services LLC | 5,420 | $1.68M | 0.18% | +214+4.1% | Added |
| Wrapmanager Inc | 5,321 | $1.65M | 0.41% | +949+21.7% | Added |
| Arden Trust Co | 5,156 | $1.60M | 0.27% | −63−1.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,140 | $1.59M | 0.54% | +1,809+54.3% | Added |
| Nwam LLC | 5,040 | $1.56M | 0.12% | +3,840+320.0% | Added |
| Proequities, Inc. | 5,037 | $1.56M | 0.09% | +352+7.5% | Added |
| Baker Tilly Wealth Management, LLC | 5,026 | $1.56M | 0.17% | +776+18.3% | Added |
| Highland Capital Management, LLC | 5,021 | $1.55M | 0.09% | +271+5.7% | Added |
| Park Avenue Securities LLC | 4,956 | $1.53M | 0.03% | +322+6.9% | Added |
| Mitchell Capital Management Co | 4,885 | $1.51M | 0.31% | +5+0.1% | Added |
| Connable Office Inc | 4,750 | $1.47M | 0.19% | +8+0.2% | Added |
| 1776 Wealth LLC | 4,747 | $1.47M | 0.79% | +31+0.7% | Added |
| Gyon Technologies Capital Management, LP | 4,617 | $1.43M | 0.26% | +986+27.2% | Added |
| V Wealth Advisors LLC | 4,566 | $1.41M | 0.21% | +89+2.0% | Added |
| Raymond James Trust N.A. | 4,555 | $1.41M | 0.04% | +18+0.4% | Added |
| MAI Capital Management | 4,540 | $1.41M | 0.02% | +18+0.4% | Added |
| Handelsbanken Fonder AB | 4,530 | $1.40M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 4,468 | $1.38M | 0.00% | −1,310−22.7% | Reduced |
| Barclays PLC | 4,425 | $1.37M | 0.00% | −8,404−65.5% | Reduced |
| Daiwa Securities Group Inc. | 4,403 | $1.36M | 0.01% | +1,196+37.3% | Added |
| Wesbanco Bank Inc | 4,332 | $1.34M | 0.05% | −4,300−49.8% | Reduced |
| BancorpSouth Bank | 4,265 | $1.32M | 0.16% | +12+0.3% | Added |
| TLWM | 4,224 | $1.31M | 0.44% | +268+6.8% | Added |
| Fayez Sarofim & Co | 4,220 | $1.31M | 0.00% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 4,166 | $1.29M | 0.59% | +268+6.9% | Added |
| CIBC World Markets Inc. | 4,156 | $1.29M | 0.00% | +4,156 | New |
| Community Financial Services Group, LLC | 4,123 | $1.28M | 0.32% | +1,655+67.1% | Added |
| Prudential Financial Inc | 4,510 | $1.26M | 0.00% | +20.0% | Added |
| Penserra Capital Management LLC | 4,079 | $1.26M | 0.03% | +4,079 | New |
| Chartwell Investment Partners, LLC | 4,047 | $1.25M | 0.04% | 00.0% | Unchanged |
| Metatron Capital SICAV plc | 4,000 | $1.24M | 1.18% | +4,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,974 | $1.23M | 0.10% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,801 | $1.18M | 0.01% | −87−2.2% | Reduced |
| Avantax Advisory Services, Inc. | 3,793 | $1.18M | 0.02% | +2,505+194.5% | Added |
| Advisor OS, LLC | 3,758 | $1.16M | 0.24% | +833+28.5% | Added |
| Executive Wealth Management, LLC | 3,673 | $1.14M | 0.11% | +186+5.3% | Added |
| Cim, LLC | 4,487 | $1.12M | 0.21% | −727−13.9% | Reduced |
| We Are One Seven, LLC | 7,803 | $1.12M | 0.12% | +212+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 3,600 | $1.11M | 0.01% | +3,600 | New |
| Old National Bancorp | 3,517 | $1.09M | 0.04% | −35−1.0% | 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 |
| Kennedy Capital Management, Inc. | 3,391 | $1.05M | 0.02% | −1,259−27.1% | Reduced |
| New York Life Investments Alternatives | 3,300 | $1.02M | 0.68% | +100+3.1% | Added |
| Advisory Services Network, LLC | 3,223 | $998.0K | 0.03% | +241+8.1% | Added |
| Beck Bode, LLC | 3,035 | $940.0K | 0.24% | +281+10.2% | Added |
| Voloridge Investment Management, LLC | 3,010 | $932.0K | 0.01% | +3,010 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,934 | $909.0K | 0.01% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,889 | $895.0K | 0.19% | −103−3.4% | Reduced |
| TD Waterhouse Canada Inc. | 2,944 | $880.7K | 0.01% | +2,944 | New |
| Tectonic Advisors LLC | 2,784 | $862.0K | 0.15% | −326−10.5% | Reduced |
| Icon Wealth Partners, LLC | 2,733 | $846.0K | 0.08% | +56+2.1% | Added |
| Change Path, LLC | 2,671 | $827.0K | 0.04% | +2,671 | New |
| Laurel Wealth Advisors, Inc. | 2,654 | $822.0K | 0.06% | +2,654 | New |
| Banque Cantonale Vaudoise | 2,578 | $798.0K | 0.03% | −827−24.3% | Reduced |
| CFO4Life Group, LLC | 2,555 | $791.0K | 0.16% | +116+4.8% | Added |
| Marietta Investment Partners LLC | 2,543 | $788.0K | 0.17% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,485 | $770.0K | 0.00% | +250+11.2% | Added |
| Yorktown Management & Research Co Inc | 2,450 | $759.0K | 0.51% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,418 | $748.0K | 0.00% | −121−4.8% | Reduced |
| Ninety One SA (PTY) Ltd | 2,376 | $736.0K | 0.21% | −371−13.5% | Reduced |
| Private Trust Co NA | 2,333 | $723.0K | 0.10% | −575−19.8% | Reduced |
| GW Henssler & Associates Ltd | 2,319 | $718.0K | 0.05% | +2,319 | New |
| Purus Wealth Management, LLC | 2,291 | $710.0K | 0.45% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,290 | $709.2K | 0.04% | 00.0% | Unchanged |
| 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 |
| Bowling Portfolio Management LLC | 2,270 | $703.0K | 0.15% | −24−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,243 | $694.0K | 0.00% | +1,058+89.3% | Added |
| HSBC Holdings PLC | 2,230 | $690.0K | 0.00% | −92−4.0% | Reduced |