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, Q2 2022
Institutional positions in Icon PLC as of Jun 30, 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
- 510
- +5 vs. Q1 2022
- Shares held
- 74.8M
- +1.97M (+2.7%) vs. Q1 2022
- Total value
- $16.2B
- −$1.50B (−8.5%) vs. Q1 2022
- New holders
- 66
- 171 more added
- Sold out
- 61
- 197 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 1,969 | $427.0K | 0.00% | +76+4.0% | Added |
| Private Advisor Group, LLC | 2,043 | $443.0K | 0.00% | −8−0.4% | Reduced |
| Fulton Bank, N.A. | 2,106 | $457.0K | 0.03% | −141−6.3% | Reduced |
| Wealth Alliance | 2,144 | $465.0K | 0.09% | +76+3.7% | Added |
| Banque Cantonale Vaudoise | 2,165 | $469.0K | 0.02% | −2,018−48.2% | Reduced |
| Somerset Trust Co | 2,196 | $476.0K | 0.21% | 00.0% | Unchanged |
| Archer Investment Corp | 2,200 | $476.7K | 0.19% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 2,219 | $481.0K | 0.05% | −489−18.1% | Reduced |
| Pinnacle Associates Ltd | 2,230 | $483.0K | 0.01% | +1,125+101.8% | Added |
| Financial Advocates Investment Management | 2,261 | $490.0K | 0.04% | +2,261 | New |
| HSBC Holdings PLC | 2,252 | $492.0K | 0.00% | +12+0.5% | Added |
| Purus Wealth Management, LLC | 2,281 | $494.0K | 0.44% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,286 | $495.0K | 0.10% | −2,356−50.8% | Reduced |
| Fifth Third Bancorp | 2,284 | $495.0K | 0.00% | +951+71.3% | Added |
| Fieldpoint Private Securities, LLC | 2,297 | $498.0K | 0.14% | −234−9.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,309 | $500.0K | 0.01% | +670+40.9% | Added |
| Steel Peak Wealth Management LLC | 2,314 | $501.0K | 0.04% | −664−22.3% | Reduced |
| MQS Management LLC | 2,330 | $505.0K | 0.35% | +2,330 | New |
| Zeke Capital Advisors, LLC | 2,435 | $528.0K | 0.04% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,450 | $531.0K | 0.68% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,521 | $543.0K | 0.00% | −79−3.0% | Reduced |
| Thrivent Financial for Lutherans | 2,544 | $551.0K | 0.00% | +100+4.1% | Added |
| Vestmark Advisory Solutions, Inc. | 2,548 | $552.0K | 0.03% | +970+61.5% | Added |
| Icon Wealth Partners, LLC | 2,561 | $555.0K | 0.07% | −124−4.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,591 | $561.0K | 0.15% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,648 | $574.0K | 0.12% | +1,077+68.6% | Added |
| First Hawaiian Bank | 2,681 | $581.0K | 0.02% | +173+6.9% | Added |
| Change Path, LLC | 2,688 | $582.0K | 0.03% | −13−0.5% | Reduced |
| Heritage Wealth Management, LLC | 2,739 | $593.5K | 0.20% | +324+13.4% | Added |
| Tiaa, FSB | 2,764 | $599.0K | 0.00% | +2,764 | New |
| Tower Research Capital LLC (TRC) | 2,769 | $600.0K | 0.01% | +12+0.4% | Added |
| TD Private Client Wealth LLC | 2,777 | $601.8K | 0.03% | +732+35.8% | Added |
| Tectonic Advisors LLC | 2,784 | $603.0K | 0.11% | 00.0% | Unchanged |
| Fort, L.P. | 2,790 | $605.0K | 0.41% | −2,465−46.9% | Reduced |
| Advisory Services Network, LLC | 2,889 | $626.0K | 0.02% | −51−1.7% | Reduced |
| Amica Retiree Medical Trust | 2,915 | $632.0K | 0.72% | +628+27.5% | Added |
| Castleark Management LLC | 2,950 | $639.0K | 0.03% | −3,985−57.5% | Reduced |
| New York Life Investments Alternatives | 3,000 | $650.0K | 0.60% | −300−9.1% | Reduced |
| Dakota Wealth Management | 3,030 | $657.0K | 0.06% | +3,030 | New |
| Prudential Financial Inc | 3,046 | $661.0K | 0.00% | +104+3.5% | Added |
| Covenant Partners, LLC | 3,065 | $664.0K | 0.31% | −694−18.5% | Reduced |
| We Are One Seven, LLC | 3,098 | $671.0K | 0.09% | −4,653−60.0% | Reduced |
| TD Waterhouse Canada Inc. | 3,105 | $672.5K | 0.01% | +31+1.0% | Added |
| Marietta Investment Partners LLC | 3,170 | $687.0K | 0.20% | +627+24.7% | Added |
| Ninety One SA (PTY) Ltd | 3,190 | $691.0K | 0.24% | −36−1.1% | Reduced |
| Cetera Advisor Networks LLC | 3,339 | $723.0K | 0.01% | +394+13.4% | Added |
| 1776 Wealth LLC | 3,388 | $734.0K | 0.52% | −741−17.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,388 | $734.0K | 0.07% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 3,448 | $747.0K | 0.10% | −309−8.2% | Reduced |
| Schechter Investment Advisors, LLC | 3,505 | $759.0K | 0.07% | +1,854+112.3% | Added |
| Nwam LLC | 3,611 | $782.0K | 0.07% | −1,470−28.9% | Reduced |
| CIBC World Markets Inc. | 3,637 | $788.0K | 0.00% | +231+6.8% | Added |
| Rathbone Brothers plc | 3,800 | $823.0K | 0.01% | +3,800 | New |
| UBS Oconnor LLC | 3,810 | $826.0K | 0.01% | +3,810 | New |
| BancorpSouth Bank | 3,994 | $865.0K | 0.12% | −114−2.8% | Reduced |
| Cumberland Partners Ltd | 4,000 | $867.0K | 0.08% | +4,000 | New |
| Ieq Capital, LLC | 4,110 | $891.0K | 0.03% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 4,174 | $905.0K | 0.29% | +110+2.7% | Added |
| Fayez Sarofim & Co | 4,250 | $921.0K | 0.00% | +30+0.7% | Added |
| TLWM | 4,250 | $922.0K | 0.35% | −30−0.7% | Reduced |
| Greenwood Capital Associates LLC | 4,460 | $966.0K | 0.15% | +4,340+3,616.7% | Added |
| Kennedy Capital Management, Inc. | 4,470 | $969.0K | 0.03% | −19−0.4% | Reduced |
| Montag & Caldwell, LLC | 4,473 | $969.0K | 0.14% | +4,473 | New |
| Raymond James Trust N.A. | 4,569 | $990.0K | 0.04% | +227+5.2% | Added |
| MAI Capital Management | 4,626 | $1.00M | 0.02% | +8+0.2% | Added |
| Confluence Investment Management LLC | 4,667 | $1.01M | 0.02% | +13+0.3% | Added |
| Farmer Steven Patrick | 4,667 | $1.01M | 0.02% | +4,667 | New |
| Cim, LLC | 4,792 | $1.04M | 0.22% | +263+5.8% | Added |
| King Luther Capital Management Corp | 4,881 | $1.06M | 0.01% | +3,507+255.2% | Added |
| Hayek Kallen Investment Management | 5,000 | $1.08M | 0.47% | −100−2.0% | Reduced |
| Stephens Inc | 5,069 | $1.10M | 0.02% | −2,196−30.2% | Reduced |
| Wrapmanager Inc | 5,067 | $1.10M | 0.34% | −222−4.2% | Reduced |
| V Wealth Advisors LLC | 5,071 | $1.10M | 0.21% | +144+2.9% | Added |
| DAGCO, Inc. | 5,095 | $1.10M | 0.57% | −993−16.3% | Reduced |
| Arden Trust Co | 5,121 | $1.11M | 0.25% | −30−0.6% | Reduced |
| Transatlantique Private Wealth LLC | 5,116 | $1.11M | 0.77% | +5,116 | New |
| Highland Capital Management, LLC | 5,121 | $1.11M | 0.08% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 5,145 | $1.11M | 0.12% | −29−0.6% | Reduced |
| Mitchell Capital Management Co | 5,151 | $1.12M | 0.31% | +50+1.0% | Added |
| Trexquant Investment LP | 5,208 | $1.13M | 0.05% | −14,675−73.8% | Reduced |
| Park Avenue Securities LLC | 5,230 | $1.13M | 0.02% | +567+12.2% | Added |
| Connable Office Inc | 5,275 | $1.14M | 0.17% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 5,280 | $1.14M | 0.69% | +1,243+30.8% | Added |
| Baker Tilly Wealth Management, LLC | 5,292 | $1.15M | 0.15% | +3+0.1% | Added |
| Old National Bancorp | 5,404 | $1.17M | 0.04% | +889+19.7% | Added |
| PDT Partners, LLC | 5,451 | $1.18M | 0.10% | −170−3.0% | Reduced |
| Regions Financial Corp | 5,488 | $1.19M | 0.01% | +5,488 | New |
| Eversept Partners, LP | 5,587 | $1.21M | 0.12% | −41,229−88.1% | Reduced |
| Personal Cfo Solutions, LLC | 6,363 | $1.38M | 0.32% | −200−3.0% | Reduced |
| Tealwood Asset Management Inc | 6,363 | $1.38M | 0.68% | −148−2.3% | Reduced |
| Live Oak Private Wealth LLC | 6,453 | $1.40M | 0.29% | +118+1.9% | Added |
| Legacy Wealth Asset Management, LLC | 6,507 | $1.41M | 0.57% | +393+6.4% | Added |
| First National Bank of Omaha | 6,826 | $1.48M | 0.09% | +1,385+25.5% | Added |
| Washington Trust Advisors, Inc. | 6,875 | $1.49M | 0.13% | +26+0.4% | Added |
| HighTower Trust Services, LTA | 38,692 | $1.50M | 0.25% | +38,692 | New |
| Ativo Capital Management LLC | 7,182 | $1.56M | 1.05% | −1,301−15.3% | Reduced |
| Boothbay Fund Management, LLC | 7,936 | $1.72M | 0.06% | +4,177+111.1% | Added |
| Eqis Capital Management, Inc. | 7,967 | $1.73M | 0.18% | −5,347−40.2% | Reduced |
| Handelsbanken Fonder AB | 8,230 | $1.78M | 0.01% | +1,100+15.4% | Added |
| Snowden Capital Advisors LLC | 8,385 | $1.82M | 0.08% | +8,385 | New |