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 |
|---|---|---|---|---|---|
| Purus Wealth Management, LLC | 2,281 | $419.0K | 0.39% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,276 | $418.0K | 0.01% | +46+2.1% | Added |
| KB Financial Partners, LLC | 2,240 | $412.0K | 0.15% | +456+25.6% | Added |
| Mercer Global Advisors Inc | 2,211 | $406.0K | 0.00% | +242+12.3% | Added |
| Archer Investment Corp | 2,200 | $404.3K | 0.17% | 00.0% | Unchanged |
| Somerset Trust Co | 2,196 | $404.0K | 0.19% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 1,856 | $402.0K | 0.66% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,155 | $396.0K | 0.01% | +242+12.7% | Added |
| Banque Cantonale Vaudoise | 2,150 | $395.0K | 0.02% | −15−0.7% | Reduced |
| Mackenzie Financial Corp | 2,139 | $393.0K | 0.00% | +185+9.5% | Added |
| SkyView Investment Advisors, LLC | 2,116 | $389.0K | 0.11% | +427+25.3% | Added |
| Icon Wealth Advisors, LLC | 2,061 | $379.0K | 0.05% | +2,061 | New |
| Schechter Investment Advisors, LLC | 2,056 | $378.0K | 0.04% | −1,449−41.3% | Reduced |
| Cetera Investment Advisers | 2,042 | $375.0K | 0.01% | +509+33.2% | Added |
| 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 |
| Steel Peak Wealth Management LLC | 2,016 | $371.0K | 0.03% | −298−12.9% | Reduced |
| Legacy Advisors, LLC | 2,015 | $370.0K | 0.08% | −633−23.9% | Reduced |
| Fulton Bank, N.A. | 1,974 | $362.0K | 0.02% | −132−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,938 | $356.0K | 0.00% | −34−1.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,927 | $354.0K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 1,904 | $350.0K | 0.00% | −10−0.5% | Reduced |
| American Trust | 1,885 | $346.0K | 0.03% | −85−4.3% | Reduced |
| Eagle Harbor Asset Management Inc | 1,882 | $345.9K | 0.60% | −2−0.1% | Reduced |
| 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 |
| Momentum Advisors, LLC | 1,865 | $343.0K | 0.38% | +1,865 | New |
| Laurel Wealth Advisors, Inc. | 1,831 | $337.0K | 0.04% | −388−17.5% | Reduced |
| Cresset Asset Management, LLC | 1,814 | $333.0K | 0.00% | −202−10.0% | Reduced |
| LVZ Advisors, Inc. | 1,805 | $332.0K | 0.06% | −2−0.1% | Reduced |
| Wealth Alliance | 1,781 | $327.0K | 0.06% | −363−16.9% | Reduced |
| PGGM Investments | 1,765 | $324.0K | 0.01% | +1,765 | New |
| Verition Fund Management LLC | 1,708 | $314.0K | 0.00% | +1,708 | New |
| Daiwa Securities Group Inc. | 1,683 | $309.0K | 0.00% | −36−2.1% | Reduced |
| Yarbrough Capital, LLC | 1,662 | $305.0K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,621 | $298.0K | 0.13% | −4,886−75.1% | Reduced |
| Sigma Planning Corp | 1,601 | $294.0K | 0.01% | −58−3.5% | Reduced |
| Prelude Capital Management, LLC | 1,527 | $281.0K | 0.01% | +1,527 | New |
| NorthCrest Asset Manangement, LLC | 1,500 | $276.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,483 | $273.0K | 0.01% | −3,143−67.9% | Reduced |
| Zions Bancorporation, N.A. | 1,478 | $272.0K | 0.03% | +568+62.4% | Added |
| Sara-Bay Financial | 1,477 | $271.0K | 0.15% | +35+2.4% | Added |
| Henshaw Capital LLC | 1,472 | $270.5K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,440 | $265.0K | 0.00% | +730+102.8% | Added |
| Bokf, NA | 1,430 | $263.0K | 0.01% | −104−6.8% | Reduced |
| Commerce Bank | 1,430 | $263.0K | 0.00% | +89+6.6% | Added |
| Fort, L.P. | 1,392 | $256.0K | 0.32% | −1,398−50.1% | Reduced |
| 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 |
| Rockefeller Capital Management L.P. | 1,363 | $250.0K | 0.00% | +135+11.0% | Added |
| Avantax Advisory Services, Inc. | 1,322 | $243.0K | 0.00% | +61+4.8% | Added |
| 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 |
| 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 |
| 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 |
| Credential Qtrade Securities Inc. | 1,233 | $226.6K | 0.02% | +296+31.6% | Added |
| 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 |
| 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 |
| Whittier Trust Co | 1,211 | $223.0K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,205 | $222.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| JustInvest LLC | 1,174 | $216.0K | 0.01% | +182+18.3% | Added |
| Boothbay Fund Management, LLC | 1,152 | $212.0K | 0.01% | −6,784−85.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,150 | $211.0K | 0.04% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,130 | $208.0K | 0.30% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,128 | $207.0K | 0.00% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,117 | $205.0K | 0.03% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,111 | $204.0K | 0.00% | +10+0.9% | Added |
| Kingsview Wealth Management, LLC | 1,106 | $203.0K | 0.01% | −146−11.7% | Reduced |
| 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 |
| IFP Advisors, Inc | 1,259 | $188.0K | 0.01% | +32+2.6% | Added |
| Wahed Invest LLC | 931 | $171.0K | 0.10% | +74+8.6% | Added |
| Premier Fund Managers Ltd | 897 | $165.0K | 0.01% | −53,292−98.3% | Reduced |
| Harbor Investment Advisory, LLC | 866 | $159.0K | 0.03% | +237+37.7% | Added |
| Steward Partners Investment Advisory, LLC | 856 | $157.0K | 0.00% | −50−5.5% | Reduced |
| Assetmark, Inc | 827 | $152.0K | 0.00% | +350+73.4% | Added |
| Belpointe Asset Management LLC | 819 | $150.0K | 0.01% | +108+15.2% | Added |
| Nkcfo LLC | 800 | $147.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 756 | $139.0K | 0.02% | +27+3.7% | Added |
| WR Wealth Planners, LLC | 709 | $130.3K | 0.09% | +709 | New |
| Alpha Paradigm Partners, LLC | 667 | $123.0K | 0.05% | +667 | New |
| Stephenson National Bank & Trust | 627 | $115.0K | 0.08% | +23+3.8% | Added |
| Geneos Wealth Management Inc. | 565 | $103.0K | 0.01% | −18−3.1% | Reduced |
| Spire Wealth Management | 516 | $95.0K | 0.01% | −119−18.7% | Reduced |
| Signaturefd, LLC | 488 | $90.0K | 0.00% | +20+4.3% | Added |
| CWM, LLC | 476 | $87.0K | 0.00% | −17−3.4% | Reduced |
| Capital Advisors, Ltd. LLC | 471 | $87.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 452 | $81.0K | 0.00% | −221−32.8% | Reduced |
| Ellis Investment Partners, LLC | 438 | $80.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 395 | $73.0K | 0.06% | −346−46.7% | Reduced |
| Ronald Blue Trust, Inc. | 292 | $63.0K | 0.00% | +1+0.3% | Added |
| Covington Capital Management | 312 | $57.0K | 0.00% | +44+16.4% | Added |
| Alta Advisers Ltd | 300 | $55.0K | 0.03% | +300 | New |
| Global Retirement Partners, LLC | 272 | $54.0K | 0.00% | +217+394.5% | Added |