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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 287 | $53.0K | 0.01% | +54+23.2% | Added |
| Desjardins Global Asset Management Inc. | 284 | $52.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 281 | $52.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 277 | $51.0K | 0.01% | −14−4.8% | Reduced |
| Asset Management One Co.,Ltd. | 250 | $45.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 244 | $45.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 211 | $42.0K | 0.00% | −93−30.6% | Reduced |
| Sentry Investment Management LLC | 205 | $38.0K | 0.02% | +205 | New |
| Tradition Wealth Management, LLC | 197 | $36.0K | 0.01% | −5−2.5% | Reduced |
| Brown Brothers Harriman & Co | 198 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 167 | $31.0K | 0.00% | +29+21.0% | Added |
| Wipfli Financial Advisors LLC, | 168 | $31.0K | 0.00% | +168 | New |
| California State Teachers Retirement System | 164 | $30.0K | 0.00% | −18−9.9% | Reduced |
| MUFG Americas Holdings Corp | 153 | $28.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 144 | $26.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 138 | $25.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 137 | $25.0K | 0.00% | −63−31.5% | Reduced |
| Financial Management Professionals, Inc. | 125 | $23.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 120 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 117 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 116 | $21.0K | 0.00% | −3−2.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 111 | $20.0K | 0.01% | +1+0.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 103 | $18.0K | 0.01% | +103 | New |
| Arlington Partners LLC | 87 | $16.0K | 0.01% | −295−77.2% | Reduced |
| Trustcore Financial Services, LLC | 85 | $16.0K | 0.00% | −5−5.6% | Reduced |
| Column Capital Advisors, LLC | 89 | $16.0K | 0.00% | +25+39.1% | Added |
| Whittier Trust Co of Nevada Inc | 83 | $15.0K | 0.00% | −27−24.5% | Reduced |
| Pinnacle Bancorp, Inc. | 84 | $15.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 81 | $15.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 83 | $15.0K | 0.01% | −2−2.4% | Reduced |
| Baldwin Brothers Inc | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 67 | $13.0K | 0.00% | −2−2.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 59 | $11.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 59 | $11.0K | 0.00% | +26+78.8% | Added |
| Private Trust Co NA | 60 | $11.0K | 0.00% | +51+566.7% | Added |
| West Paces Advisors Inc. | 59 | $10.8K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $10.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 54 | $10.0K | 0.00% | +54 | New |
| Front Row Advisors LLC | 47 | $9.00K | 0.00% | −45−48.9% | Reduced |
| MV Capital Management, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 45 | $8.00K | 0.00% | +33+275.0% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 38 | $7.00K | 0.00% | +38 | New |
| Stephens Consulting, LLC | 37 | $6.80K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 33 | $6.00K | 0.00% | +10+43.5% | Added |
| Meeder Asset Management Inc | 28 | $5.00K | 0.00% | −15−34.9% | Reduced |
| Massmutual Trust Co FSB | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $5.00K | 0.00% | +7+36.8% | Added |
| Eagle Bay Advisors LLC | 27 | $5.00K | 0.00% | +11+68.8% | Added |
| Bourgeon Capital Management LLC | 25 | $5.00K | 0.00% | +25 | New |
| Simplex Trading, LLC | 25 | $4.00K | 0.00% | −193−88.5% | Reduced |
| Ancora Advisors, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 23 | $4.00K | 0.00% | +11+91.7% | Added |
| Central Bank & Trust Co | 20 | $4.00K | 0.00% | +20 | New |
| Gradient Investments LLC | 23 | $4.00K | 0.00% | +23 | New |
| TD Ameritrade Investment Management, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 16 | $3.00K | 0.00% | +4+33.3% | Added |
| American Portfolios Advisors | 13 | $2.39K | 0.00% | −95−88.0% | Reduced |
| Glen Eagle Advisors, LLC | 11 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $2.00K | 0.00% | −22−71.0% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $2.00K | 0.00% | −18−66.7% | Reduced |
| Core Alternative Capital | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Absolute Capital Management, LLC | 8 | $1.47K | 0.00% | +8 | New |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8 | $1.00K | 0.00% | +8 | New |
| Stonebridge Capital Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| HighMark Wealth Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| Oliver Lagore Vanvalin Investment Group | 6 | $1.00K | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4,048 | – | – | −2,028−33.4% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,357−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −105,056−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −85,625−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −31,311−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −20,426−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −18,689−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −14,351−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −11,787−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,076−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −38,692−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,451−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,208−100.0% | Sold out |