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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 825 | $201.0K | 0.03% | +152+22.6% | Added |
| Spire Wealth Management | 716 | $174.0K | 0.00% | −9−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 715 | $173.0K | 0.00% | +203+39.6% | Added |
| Ellevest, Inc. | 648 | $158.0K | 0.01% | −72−10.0% | 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 |
| First Horizon Advisors, Inc. | 588 | $143.0K | 0.01% | −139−19.1% | Reduced |
| Bollard Group LLC | 584 | $142.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 566 | $138.0K | 0.00% | +103+22.2% | Added |
| Aquatic Capital Management LLC | 500 | $122.0K | 0.18% | +400+400.0% | Added |
| Stephenson National Bank & Trust | 497 | $121.0K | 0.07% | −141−22.1% | Reduced |
| Capital Advisors, Ltd. LLC | 471 | $115.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 460 | $112.0K | 0.01% | +2+0.4% | Added |
| Ellis Investment Partners, LLC | 438 | $106.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 404 | $98.0K | 0.00% | −15−3.6% | Reduced |
| Arlington Partners LLC | 382 | $93.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 376 | $91.5K | 0.00% | +23+6.5% | Added |
| Signaturefd, LLC | 373 | $91.0K | 0.00% | −74−16.6% | Reduced |
| Huntington National Bank | 348 | $84.0K | 0.00% | −105−23.2% | Reduced |
| Freedman Financial Associates, Inc. | 345 | $84.0K | 0.06% | 00.0% | Unchanged |
| Walleye Trading LLC | 335 | $81.0K | 0.00% | +335 | New |
| FourThought Financial, LLC | 315 | $77.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 281 | $68.0K | 0.00% | −1,258−81.7% | Reduced |
| Coastal Capital Group, Inc. | 281 | $68.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 268 | $65.0K | 0.00% | +268 | New |
| GPS Wealth Strategies Group, LLC | 236 | $57.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 207 | $50.0K | 0.01% | −36−14.8% | Reduced |
| Lindbrook Capital, LLC | 207 | $50.0K | 0.01% | +39+23.2% | Added |
| Tradition Wealth Management, LLC | 202 | $49.0K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 192 | $47.0K | 0.00% | −13−6.3% | Reduced |
| Assetmark, Inc | 172 | $42.0K | 0.00% | +90+109.8% | Added |
| Zullo Investment Group, Inc. | 167 | $41.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 168 | $41.0K | 0.00% | +168 | New |
| Financial Management Professionals, Inc. | 160 | $39.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 153 | $37.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 148 | $36.0K | 0.01% | −95−39.1% | Reduced |
| Nomura Asset Management Co Ltd | 138 | $33.6K | 0.00% | +138 | New |
| Harbor Investment Advisory, LLC | 131 | $32.0K | 0.00% | −25−16.0% | Reduced |
| DeDora Capital, Inc. | 124 | $30.0K | 0.01% | +124 | New |
| Greenwood Capital Associates LLC | 120 | $29.0K | 0.01% | −5,305−97.8% | Reduced |
| MBM Wealth Consultants, LLC | 120 | $29.0K | 0.01% | −45−27.3% | Reduced |
| Zions Bancorporation, N.A. | 120 | $29.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 119 | $28.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 117 | $28.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 110 | $27.0K | 0.00% | −94−46.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 110 | $27.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 110 | $27.0K | 0.01% | +41+59.4% | Added |
| HC Financial Advisors Inc | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 97 | $24.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 96 | $23.3K | 0.00% | −27−22.0% | Reduced |
| AdvisorNet Financial, Inc | 94 | $23.0K | 0.00% | +75+394.7% | Added |
| Trustcore Financial Services, LLC | 90 | $22.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 85 | $21.0K | 0.01% | +15+21.4% | Added |
| Pinnacle Bancorp, Inc. | 84 | $20.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 80 | $19.5K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 74 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $16.0K | 0.00% | +45+214.3% | Added |
| Meeder Asset Management Inc | 64 | $15.0K | 0.00% | +64 | New |
| Benjamin F. Edwards & Company, Inc. | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 56 | $14.0K | 0.00% | +22+64.7% | Added |
| Carmichael Hill & Associates, Inc. | 55 | $13.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 52 | $13.0K | 0.00% | +52 | New |
| MV Capital Management, Inc. | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 55 | $12.0K | 0.00% | +55 | New |
| Citizens National Bank Trust Department | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $10.0K | 0.00% | −4−9.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 41 | $9.00K | 0.00% | −5−10.9% | Reduced |
| IMA Wealth, Inc. | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $9.00K | 0.00% | +20+105.3% | Added |
| Stephens Consulting, LLC | 37 | $9.00K | 0.01% | −22−37.3% | Reduced |
| Dark Forest Capital Management LP | 36 | $8.00K | 0.00% | +30+500.0% | Added |
| TCWP LLC | 34 | $8.00K | 0.00% | +34 | New |
| Massmutual Trust Co FSB | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 29 | $7.00K | 0.00% | +3+11.5% | Added |
| Castleview Partners, LLC | 27 | $6.00K | 0.00% | −69,655−100.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Lumature Wealth Partners, LLC | 22 | $5.00K | 0.00% | −4−15.4% | Reduced |
| Ancora Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 16 | $4.00K | 0.00% | −814−98.1% | Reduced |
| Cambridge Trust Co | 15 | $4.00K | 0.00% | −243−94.2% | Reduced |
| Ranger Investment Management, L.P. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $4.00K | 0.00% | +8+100.0% | Added |
| Umb Bank N A | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $3.00K | 0.00% | −1−8.3% | Reduced |
| Motco | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 11 | $3.00K | 0.00% | +5+83.3% | Added |
| Providence Capital Advisors, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 11 | $2.67K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9 | $2.00K | 0.00% | −43−82.7% | Reduced |
| Central Trust Co | 8 | $2.00K | 0.00% | 00.0% | Unchanged |