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, Q3 2022
Institutional positions in Icon PLC as of Sep 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
- 488
- −10 vs. Q2 2022
- Shares held
- 75.9M
- +1.17M (+1.6%) vs. Q2 2022
- Total value
- $13.9B
- −$2.25B (−13.9%) vs. Q2 2022
- New holders
- 49
- 155 more added
- Sold out
- 59
- 200 more reduced
12 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 709 | $130.3K | 0.09% | +709 | New |
| SRS Capital Advisors, Inc. | 756 | $139.0K | 0.02% | +27+3.7% | Added |
| Nkcfo LLC | 800 | $147.0K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 819 | $150.0K | 0.01% | +108+15.2% | Added |
| Assetmark, Inc | 827 | $152.0K | 0.00% | +350+73.4% | Added |
| Steward Partners Investment Advisory, LLC | 856 | $157.0K | 0.00% | −50−5.5% | Reduced |
| Harbor Investment Advisory, LLC | 866 | $159.0K | 0.03% | +237+37.7% | Added |
| Premier Fund Managers Ltd | 897 | $165.0K | 0.01% | −53,292−98.3% | Reduced |
| Wahed Invest LLC | 931 | $171.0K | 0.10% | +74+8.6% | Added |
| IFP Advisors, Inc | 1,259 | $188.0K | 0.01% | +32+2.6% | Added |
| Kolinsky Wealth Management, LLC | 1,090 | $200.0K | 0.25% | −71−6.1% | Reduced |
| Blue Barn Wealth, LLC | 1,090 | $200.0K | 0.14% | +25+2.3% | Added |
| Kingsview Wealth Management, LLC | 1,106 | $203.0K | 0.01% | −146−11.7% | Reduced |
| Treasurer of the State of North Carolina | 1,111 | $204.0K | 0.00% | +10+0.9% | Added |
| Resonant Capital Advisors, LLC | 1,117 | $205.0K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,128 | $207.0K | 0.00% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,130 | $208.0K | 0.30% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,150 | $211.0K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,152 | $212.0K | 0.01% | −6,784−85.5% | Reduced |
| JustInvest LLC | 1,174 | $216.0K | 0.01% | +182+18.3% | Added |
| Monticello Wealth Management, LLC | 1,198 | $220.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,195 | $220.0K | 0.03% | +240+25.1% | Added |
| Advisor OS, LLC | 1,205 | $222.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 1,211 | $223.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 1,220 | $224.0K | 0.00% | −13−1.1% | Reduced |
| Advisor Partners II, LLC | 1,218 | $224.0K | 0.02% | +1,218 | New |
| Parallel Advisors, LLC | 1,230 | $226.0K | 0.01% | −105−7.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,233 | $226.0K | 0.04% | +11+0.9% | Added |
| Credential Qtrade Securities Inc. | 1,233 | $226.6K | 0.02% | +296+31.6% | Added |
| Veriti Management LLC | 1,257 | $231.0K | 0.03% | −10−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 1,257 | $231.0K | 0.01% | +11+0.9% | Added |
| MQS Management LLC | 1,274 | $234.0K | 0.15% | −1,056−45.3% | Reduced |
| Ethic Inc. | 1,271 | $234.0K | 0.02% | −354−21.8% | Reduced |
| Hancock Whitney Corp | 1,292 | $237.0K | 0.01% | −110−7.8% | Reduced |
| National Asset Management, Inc. | 1,278 | $237.0K | 0.01% | −88−6.4% | Reduced |
| Avantax Advisory Services, Inc. | 1,322 | $243.0K | 0.00% | +61+4.8% | Added |
| Rockefeller Capital Management L.P. | 1,363 | $250.0K | 0.00% | +135+11.0% | Added |
| D.A. Davidson & Co. | 1,366 | $251.0K | 0.00% | −27−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 1,368 | $251.0K | 0.00% | +28+2.1% | Added |
| Fort, L.P. | 1,392 | $256.0K | 0.32% | −1,398−50.1% | Reduced |
| Bokf, NA | 1,430 | $263.0K | 0.01% | −104−6.8% | Reduced |
| Commerce Bank | 1,430 | $263.0K | 0.00% | +89+6.6% | Added |
| Huntington National Bank | 1,440 | $265.0K | 0.00% | +730+102.8% | Added |
| Henshaw Capital LLC | 1,472 | $270.5K | 0.02% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,477 | $271.0K | 0.15% | +35+2.4% | Added |
| Zions Bancorporation, N.A. | 1,478 | $272.0K | 0.03% | +568+62.4% | Added |
| MAI Capital Management | 1,483 | $273.0K | 0.01% | −3,143−67.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,500 | $276.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,527 | $281.0K | 0.01% | +1,527 | New |
| Sigma Planning Corp | 1,601 | $294.0K | 0.01% | −58−3.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,621 | $298.0K | 0.13% | −4,886−75.1% | Reduced |
| Yarbrough Capital, LLC | 1,662 | $305.0K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,683 | $309.0K | 0.00% | −36−2.1% | Reduced |
| Verition Fund Management LLC | 1,708 | $314.0K | 0.00% | +1,708 | New |
| PGGM Investments | 1,765 | $324.0K | 0.01% | +1,765 | New |
| Wealth Alliance | 1,781 | $327.0K | 0.06% | −363−16.9% | Reduced |
| LVZ Advisors, Inc. | 1,805 | $332.0K | 0.06% | −2−0.1% | Reduced |
| Cresset Asset Management, LLC | 1,814 | $333.0K | 0.00% | −202−10.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,831 | $337.0K | 0.04% | −388−17.5% | Reduced |
| Momentum Advisors, LLC | 1,865 | $343.0K | 0.38% | +1,865 | New |
| Clifford Swan Investment Counsel LLC | 1,870 | $344.0K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,869 | $344.0K | 0.00% | +153+8.9% | Added |
| Eagle Harbor Asset Management Inc | 1,882 | $345.9K | 0.60% | −2−0.1% | Reduced |
| American Trust | 1,885 | $346.0K | 0.03% | −85−4.3% | Reduced |
| Yousif Capital Management, LLC | 1,904 | $350.0K | 0.00% | −10−0.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,927 | $354.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,938 | $356.0K | 0.00% | −34−1.7% | Reduced |
| Fulton Bank, N.A. | 1,974 | $362.0K | 0.02% | −132−6.3% | Reduced |
| Legacy Advisors, LLC | 2,015 | $370.0K | 0.08% | −633−23.9% | Reduced |
| Steel Peak Wealth Management LLC | 2,016 | $371.0K | 0.03% | −298−12.9% | Reduced |
| Private Advisor Group, LLC | 2,025 | $372.0K | 0.00% | −18−0.9% | Reduced |
| FirstPurpose Wealth LLC | 2,024 | $372.0K | 0.25% | +296+17.1% | Added |
| Cetera Investment Advisers | 2,042 | $375.0K | 0.01% | +509+33.2% | Added |
| Schechter Investment Advisors, LLC | 2,056 | $378.0K | 0.04% | −1,449−41.3% | Reduced |
| Icon Wealth Advisors, LLC | 2,061 | $379.0K | 0.05% | +2,061 | New |
| SkyView Investment Advisors, LLC | 2,116 | $389.0K | 0.11% | +427+25.3% | Added |
| Mackenzie Financial Corp | 2,139 | $393.0K | 0.00% | +185+9.5% | Added |
| Banque Cantonale Vaudoise | 2,150 | $395.0K | 0.02% | −15−0.7% | Reduced |
| Financial Counselors Inc | 2,155 | $396.0K | 0.01% | +242+12.7% | Added |
| Groesbeck Investment Management Corp | 1,856 | $402.0K | 0.66% | 00.0% | Unchanged |
| Somerset Trust Co | 2,196 | $404.0K | 0.19% | 00.0% | Unchanged |
| Archer Investment Corp | 2,200 | $404.3K | 0.17% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,211 | $406.0K | 0.00% | +242+12.3% | Added |
| KB Financial Partners, LLC | 2,240 | $412.0K | 0.15% | +456+25.6% | Added |
| Pinnacle Associates Ltd | 2,276 | $418.0K | 0.01% | +46+2.1% | Added |
| Purus Wealth Management, LLC | 2,281 | $419.0K | 0.39% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,328 | $428.0K | 0.01% | −441−15.9% | Reduced |
| Tributary Capital Management, LLC | 2,343 | $431.0K | 0.05% | +389+19.9% | Added |
| Graham Capital Management, L.P. | 2,371 | $435.0K | 0.02% | −6,418−73.0% | Reduced |
| Executive Wealth Management, LLC | 436 | $436.0K | 0.06% | −3,012−87.4% | Reduced |
| First Hawaiian Bank | 2,390 | $439.0K | 0.02% | −291−10.9% | Reduced |
| DekaBank Deutsche Girozentrale | 2,463 | $446.0K | 0.00% | −58−2.3% | Reduced |
| XTX Topco Ltd | 2,427 | $446.0K | 0.11% | +2,427 | New |
| Zeke Capital Advisors, LLC | 2,435 | $448.0K | 0.03% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,450 | $450.0K | 0.58% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,461 | $452.0K | 0.00% | +530+27.4% | Added |
| Vestmark Advisory Solutions, Inc. | 2,493 | $458.0K | 0.03% | −55−2.2% | Reduced |
| Shay Capital LLC | 2,500 | $459.0K | 0.23% | +2,500 | New |
| We Are One Seven, LLC | 2,504 | $460.0K | 0.04% | −594−19.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,564 | $471.0K | 0.15% | −27−1.0% | Reduced |