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, Q1 2022
Institutional positions in Icon PLC as of Mar 31, 2022. 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
- 512
- −26 vs. Q4 2021
- Shares held
- 73.3M
- +274.8K (+0.4%) vs. Q4 2021
- Total value
- $17.8B
- −$4.72B (−20.9%) vs. Q4 2021
- New holders
- 54
- 177 more added
- Sold out
- 80
- 194 more reduced
10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 500 | $122.0K | 0.18% | +400+400.0% | Added |
| CWM, LLC | 566 | $138.0K | 0.00% | +103+22.2% | Added |
| Bollard Group LLC | 584 | $142.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 588 | $143.0K | 0.01% | −139−19.1% | Reduced |
| Geneos Wealth Management Inc. | 602 | $146.0K | 0.01% | −31−4.9% | Reduced |
| Belpointe Asset Management LLC | 601 | $146.0K | 0.01% | +85+16.5% | Added |
| Ellevest, Inc. | 648 | $158.0K | 0.01% | −72−10.0% | Reduced |
| Rockefeller Capital Management L.P. | 715 | $173.0K | 0.00% | +203+39.6% | Added |
| Spire Wealth Management | 716 | $174.0K | 0.00% | −9−1.2% | Reduced |
| Resonant Capital Advisors, LLC | 817 | $201.0K | 0.03% | −292−26.3% | Reduced |
| Davenport & Co LLC | 827 | $201.0K | 0.00% | −173−17.3% | Reduced |
| Institute for Wealth Management, LLC. | 825 | $201.0K | 0.03% | +152+22.6% | Added |
| Alta Capital Management LLC | 837 | $203.0K | 0.01% | −36−4.1% | Reduced |
| Burns Matteson Capital Management, LLC | 837 | $203.6K | 0.14% | −163−16.3% | Reduced |
| Parsons Capital Management Inc | 870 | $212.0K | 0.02% | 00.0% | Unchanged |
| Holderness Investments Co | 875 | $213.0K | 0.07% | −150−14.6% | Reduced |
| First National Bank of Hutchinson | 885 | $215.0K | 0.13% | +4+0.5% | Added |
| CWA Asset Management Group, LLC | 905 | $220.0K | 0.02% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 909 | $221.0K | 0.06% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 911 | $222.0K | 0.02% | −83−8.4% | Reduced |
| Windsor Group LTD | 854 | $223.0K | 0.04% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 921 | $224.0K | 0.02% | −584−38.8% | Reduced |
| AlphaCrest Capital Management LLC | 929 | $226.0K | 0.01% | −1,124−54.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 940 | $229.0K | 0.02% | 00.0% | Unchanged |
| Wahed Invest LLC | 947 | $230.0K | 0.14% | +947 | New |
| Associated Banc-Corp | 950 | $231.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 953 | $231.0K | 0.00% | +262+37.9% | Added |
| Stratos Wealth Partners, LTD. | 955 | $232.0K | 0.01% | +247+34.9% | Added |
| Hilltop Holdings Inc. | 964 | $234.0K | 0.03% | −27−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 984 | $239.0K | 0.00% | +77+8.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,000 | $243.0K | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,001 | $243.0K | 0.04% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $243.0K | 0.08% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,000 | $243.0K | 0.01% | +1,000 | New |
| Sawtooth Solutions, LLC | 1,000 | $243.0K | 0.03% | +1,000 | New |
| Galvin, Gaustad & Stein, LLC | 1,007 | $245.0K | 0.02% | −50−4.7% | Reduced |
| Kolinsky Wealth Management, LLC | 1,013 | $246.0K | 0.24% | +49+5.1% | Added |
| Hancock Whitney Corp | 1,017 | $247.0K | 0.01% | −167−14.1% | Reduced |
| Jmac Enterprises LLC | 1,020 | $248.0K | 0.06% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,036 | $252.0K | 0.17% | +86+9.1% | Added |
| Vestcor Inc | 1,039 | $253.0K | 0.01% | +1,022+6,011.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,057 | $257.0K | 0.00% | −364−25.6% | Reduced |
| Park National Corp | 1,076 | $262.0K | 0.01% | −15−1.4% | Reduced |
| Loews Corp | 1,078 | $262.0K | 0.00% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 1,100 | $267.5K | 0.22% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,105 | $269.0K | 0.00% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,106 | $269.0K | 0.29% | +26+2.4% | Added |
| Williams Jones Wealth Management, LLC. | 1,113 | $271.0K | 0.00% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,130 | $275.0K | 0.30% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 1,146 | $279.0K | 0.04% | −57,936−98.1% | Reduced |
| Trillium Asset Management, LLC | 1,146 | $279.0K | 0.01% | −359−23.9% | Reduced |
| Veritable, L.P. | 1,146 | $279.0K | 0.00% | +324+39.4% | Added |
| Penobscot Investment Management Company, Inc. | 1,150 | $280.0K | 0.04% | 00.0% | Unchanged |
| Advisor Partners LLC | 1,176 | $286.0K | 0.02% | −485−29.2% | Reduced |
| Monticello Wealth Management, LLC | 1,198 | $291.0K | 0.03% | +1,198 | New |
| Asset Management One Co.,Ltd. | 1,200 | $294.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,235 | $300.0K | 0.05% | +3+0.2% | Added |
| National Asset Management, Inc. | 1,241 | $304.0K | 0.01% | +22+1.8% | Added |
| Veriti Management LLC | 1,254 | $305.0K | 0.04% | −4−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 1,261 | $306.0K | 0.00% | −2,532−66.8% | Reduced |
| Advisor OS, LLC | 1,290 | $313.0K | 0.09% | −2,468−65.7% | Reduced |
| IFP Advisors, Inc | 2,222 | $318.0K | 0.00% | +1,231+124.2% | Added |
| Proequities, Inc. | 1,321 | $321.0K | 0.02% | −3,716−73.8% | Reduced |
| Kendall Capital Management | 1,318 | $321.0K | 0.16% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,333 | $324.0K | 0.00% | +197+17.3% | Added |
| Commerce Bank | 1,349 | $328.0K | 0.00% | −51−3.6% | Reduced |
| IndexIQ Advisors LLC | 1,355 | $329.0K | 0.01% | +96+7.6% | Added |
| Orion Portfolio Solutions, LLC | 1,358 | $330.0K | 0.01% | +49+3.7% | Added |
| Winton Group Ltd | 1,370 | $333.0K | 0.02% | +1,370 | New |
| King Luther Capital Management Corp | 1,374 | $334.0K | 0.00% | +1,374 | New |
| D.A. Davidson & Co. | 1,398 | $340.0K | 0.00% | −11−0.8% | Reduced |
| Whittier Trust Co | 1,434 | $349.0K | 0.01% | +1,380+2,555.6% | Added |
| Henshaw Capital LLC | 1,472 | $358.0K | 0.02% | −818−35.7% | Reduced |
| Sara-Bay Financial | 1,475 | $359.0K | 0.14% | +260+21.4% | Added |
| Parallel Advisors, LLC | 1,472 | $362.0K | 0.01% | −32−2.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,500 | $365.0K | 0.02% | +1,500 | New |
| JustInvest LLC | 1,510 | $367.0K | 0.02% | +433+40.2% | Added |
| Bokf, NA | 1,520 | $370.0K | 0.01% | +39+2.6% | Added |
| FirstPurpose Wealth LLC | 1,530 | $372.0K | 0.29% | +247+19.3% | Added |
| Financial Counselors Inc | 1,557 | $379.0K | 0.01% | −342−18.0% | Reduced |
| Legacy Advisors, LLC | 1,571 | $382.0K | 0.07% | +1,571 | New |
| Cetera Investment Advisers | 1,575 | $383.0K | 0.01% | +93+6.3% | Added |
| Vestmark Advisory Solutions, Inc. | 1,578 | $384.0K | 0.02% | −382−19.5% | Reduced |
| Tributary Capital Management, LLC | 1,581 | $385.0K | 0.03% | −487−23.5% | Reduced |
| Altium Wealth Management LLC | 1,601 | $389.0K | 0.03% | −7−0.4% | Reduced |
| Silphium Asset Management Ltd | 1,603 | $389.9K | 0.46% | +800+99.6% | Added |
| LVZ Advisors, Inc. | 1,604 | $390.0K | 0.05% | +233+17.0% | Added |
| Eagle Harbor Asset Management Inc | 1,634 | $397.4K | 0.51% | −25−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,639 | $399.0K | 0.01% | +1,639 | New |
| Kingsview Wealth Management, LLC | 1,648 | $400.8K | 0.02% | +318+23.9% | Added |
| Schechter Investment Advisors, LLC | 1,651 | $402.0K | 0.04% | +512+45.0% | Added |
| Sigma Planning Corp | 1,659 | $404.0K | 0.01% | −13−0.8% | Reduced |
| SkyView Investment Advisors, LLC | 1,665 | $405.0K | 0.10% | −15,369−90.2% | Reduced |
| Daiwa Securities Group Inc. | 1,681 | $409.0K | 0.00% | −2,722−61.8% | Reduced |
| KB Financial Partners, LLC | 1,742 | $424.0K | 0.12% | +330+23.4% | Added |
| Cresset Asset Management, LLC | 1,763 | $429.0K | 0.00% | +49+2.9% | Added |
| Vident Investment Advisory, LLC | 1,821 | $443.0K | 0.01% | −15,200−89.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,832 | $445.0K | 0.00% | −586−24.2% | Reduced |
| Groesbeck Investment Management Corp | 1,856 | $451.0K | 0.51% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,893 | $460.0K | 0.00% | +555+41.5% | Added |