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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 44 | $14.0K | 0.01% | +4+10.0% | Added |
| RWM Asset Management, LLC | 41 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 42 | $13.0K | 0.00% | −11−20.8% | Reduced |
| Harbour Investments, Inc. | 40 | $12.0K | 0.00% | −590−93.7% | Reduced |
| IMA Wealth, Inc. | 39 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 39 | $12.0K | 0.00% | +35+875.0% | Added |
| Private Capital Group, LLC | 34 | $11.0K | 0.00% | −50−59.5% | Reduced |
| Howe & Rusling Inc | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 36 | $11.0K | 0.00% | +36 | New |
| Massmutual Trust Co FSB | 29 | $9.00K | 0.00% | −21−42.0% | Reduced |
| Private Ocean, LLC | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 25 | $8.00K | 0.00% | +25 | New |
| TFC Financial Management | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $7.00K | 0.00% | +18+360.0% | Added |
| Parkside Financial Bank & Trust | 21 | $7.00K | 0.00% | +21 | New |
| Vectors Research Management, LLC | 21 | $7.00K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 19 | $6.00K | 0.00% | −39−67.2% | Reduced |
| AdvisorNet Financial, Inc | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 17 | $5.00K | 0.00% | +17 | New |
| Accel Wealth Management | 15 | $5.00K | 0.00% | +15 | New |
| Tilia Fiduciary Partners, Inc. | 16 | $5.00K | 0.00% | +16 | New |
| KRS Capital Management, LLC | 19 | $5.00K | 0.00% | +19 | New |
| Prestige Wealth Management Group LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 14 | $4.00K | 0.00% | +14 | New |
| Logan Capital Management Inc | 13 | $4.00K | 0.00% | +13 | New |
| Glen Eagle Advisors, LLC | 11 | $3.41K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9 | $3.00K | 0.00% | −25−73.5% | Reduced |
| Motco | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 8 | $2.48K | 0.00% | +8 | New |
| Absolute Capital Management, LLC | 8 | $2.48K | 0.00% | +8 | New |
| Dark Forest Capital Management LP | 6 | $2.00K | 0.00% | −299−98.0% | Reduced |
| Central Trust Co | 8 | $2.00K | 0.00% | −21−72.4% | Reduced |
| Institutional & Family Asset Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 8 | $2.00K | 0.00% | +8 | New |
| Asset Dedication, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 6 | $2.00K | 0.00% | +6 | New |
| Aua Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sofos Investments, Inc. | 11,470 | – | – | +11,408+18,400.0% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −253,247−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −182,300−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −166,771−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −109,324−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −86,564−100.0% | Sold out |
| Endurant Capital Management LP | 0 | $0 | 0.00% | −46,720−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −45,845−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −37,785−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −35,314−100.0% | Sold out |
| Bell Asset Management Ltd | 0 | $0 | 0.00% | −34,577−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −19,851−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −17,381−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −16,260−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −13,245−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,078−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −8,158−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −6,899−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −6,491−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −6,169−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −4,152−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| Legg Mason Asset Management (Japan) Co., Ltd. | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,921−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −1,621−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |