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, Q4 2022
Institutional positions in Icon PLC as of Dec 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
- 531
- +48 vs. Q3 2022
- Shares held
- 74.7M
- −1.16M (−1.5%) vs. Q3 2022
- Total value
- $14.5B
- +$545.6M (+3.9%) vs. Q3 2022
- New holders
- 98
- 163 more added
- Sold out
- 50
- 203 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 471 | $91.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 497 | $96.5K | 0.00% | +45+10.0% | Added |
| Spire Wealth Management | 516 | $100.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 516 | $100.2K | 0.00% | −15,441−96.8% | Reduced |
| Geneos Wealth Management Inc. | 583 | $113.2K | 0.01% | +18+3.2% | Added |
| CWM, LLC | 609 | $118.0K | 0.00% | +133+27.9% | Added |
| Pacer Advisors, Inc. | 608 | $118.1K | 0.00% | +608 | New |
| Grove Bank & Trust | 663 | $129.0K | 0.03% | +663 | New |
| SRS Capital Advisors, Inc. | 677 | $131.5K | 0.02% | −79−10.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 783 | $152.1K | 0.00% | −73−8.5% | Reduced |
| Harbor Investment Advisory, LLC | 815 | $158.3K | 0.02% | −51−5.9% | Reduced |
| PEAK6 Investments LLC | 822 | $159.7K | 0.01% | +822 | New |
| Belpointe Asset Management LLC | 840 | $163.1K | 0.01% | +21+2.6% | Added |
| IFP Advisors, Inc | 1,257 | $188.0K | 0.01% | −2−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 983 | $189.0K | 0.00% | −380−27.9% | Reduced |
| Manchester Capital Management LLC | 996 | $193.5K | 0.03% | +996 | New |
| Sentry Investment Management LLC | 997 | $194.0K | 0.09% | +792+386.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,002 | $194.6K | 0.09% | +1,002 | New |
| Wahed Invest LLC | 1,027 | $199.5K | 0.10% | +96+10.3% | Added |
| Investment House LLC | 1,030 | $200.1K | 0.02% | +1,030 | New |
| Resonant Capital Advisors, LLC | 1,043 | $202.6K | 0.03% | −74−6.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,046 | $203.2K | 0.03% | +1,046 | New |
| Cerity Partners LLC | 1,059 | $205.7K | 0.00% | +1,059 | New |
| Mission Wealth Management, LP | 1,063 | $206.5K | 0.01% | +1,063 | New |
| Cresset Asset Management, LLC | 1,065 | $206.9K | 0.00% | −749−41.3% | Reduced |
| Perpetual Investment Management Ltd | 1,068 | $207.5K | 0.02% | +1,068 | New |
| Verition Fund Management LLC | 1,069 | $207.7K | 0.00% | −639−37.4% | Reduced |
| Park National Corp | 1,076 | $209.0K | 0.01% | +1,076 | New |
| National Asset Management, Inc. | 1,088 | $211.3K | 0.01% | −190−14.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,110 | $215.6K | 0.00% | −18−1.6% | Reduced |
| Schroder Investment Management Group | 1,119 | $217.4K | 0.00% | −750−40.1% | Reduced |
| Veritable, L.P. | 1,129 | $219.3K | 0.00% | −91−7.5% | Reduced |
| Credential Qtrade Securities Inc. | 1,130 | $219.5K | 0.02% | −103−8.4% | Reduced |
| Hancock Whitney Corp | 1,135 | $220.0K | 0.01% | −157−12.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,130 | $220.0K | 0.30% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,145 | $222.4K | 0.01% | −112−8.9% | Reduced |
| Proequities, Inc. | 1,148 | $223.0K | 0.02% | +1,148 | New |
| Penobscot Investment Management Company, Inc. | 1,150 | $223.4K | 0.04% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 1,152 | $223.8K | 0.01% | −66−5.4% | Reduced |
| Stephenson National Bank & Trust | 1,189 | $231.0K | 0.15% | +562+89.6% | Added |
| Biltmore Family Office, LLC | 1,192 | $231.5K | 0.05% | +1,192 | New |
| Hilltop Holdings Inc. | 1,195 | $232.1K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,198 | $232.7K | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 1,200 | $233.1K | 0.03% | −57−4.5% | Reduced |
| Centennial Bank | 1,206 | $234.3K | 0.13% | +1,206 | New |
| WR Wealth Planners, LLC | 1,211 | $235.2K | 0.14% | +502+70.8% | Added |
| Assetmark, Inc | 1,213 | $235.6K | 0.00% | +386+46.7% | Added |
| Parallel Advisors, LLC | 1,221 | $237.2K | 0.01% | −9−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 1,225 | $238.0K | 0.00% | +1,225 | New |
| Capital Asset Advisory Services LLC | 1,126 | $238.3K | 0.02% | −2,468−68.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,236 | $240.1K | 0.00% | −1,225−49.8% | Reduced |
| Zions Bancorporation, N.A. | 1,241 | $241.1K | 0.02% | −237−16.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,246 | $242.0K | 0.04% | +13+1.1% | Added |
| Bleakley Financial Group, LLC | 1,299 | $252.3K | 0.01% | +1,299 | New |
| Coldstream Capital Management Inc | 1,320 | $256.4K | 0.01% | +1,320 | New |
| Avantax Advisory Services, Inc. | 1,322 | $256.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,344 | $261.1K | 0.01% | +133+11.0% | Added |
| Advisor OS, LLC | 1,345 | $261.3K | 0.07% | +140+11.6% | Added |
| New York Life Investment Management LLC | 1,355 | $263.2K | 0.00% | +1,355 | New |
| D.A. Davidson & Co. | 1,336 | $263.5K | 0.00% | −30−2.2% | Reduced |
| Comerica Securities,inc. | 1,364 | $265.0K | 0.02% | +1,364 | New |
| Commerce Bank | 1,372 | $266.5K | 0.00% | −58−4.1% | Reduced |
| Aspen Grove Capital, LLC | 1,374 | $266.9K | 0.12% | +1,374 | New |
| Huntington National Bank | 1,376 | $267.3K | 0.00% | −64−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,449 | $281.0K | 0.00% | +81+5.9% | Added |
| Lincoln National Corp | 1,453 | $282.2K | 0.01% | +1,453 | New |
| MAI Capital Management | 1,511 | $293.5K | 0.00% | +28+1.9% | Added |
| NorthCrest Asset Manangement, LLC | 1,520 | $295.0K | 0.02% | +20+1.3% | Added |
| Tower Research Capital LLC (TRC) | 1,615 | $314.0K | 0.01% | −713−30.6% | Reduced |
| CWA Asset Management Group, LLC | 1,629 | $316.4K | 0.03% | +1,629 | New |
| Icon Wealth Advisors, LLC | 1,644 | $319.3K | 0.04% | −417−20.2% | Reduced |
| Wealth Alliance | 1,657 | $321.9K | 0.06% | −124−7.0% | Reduced |
| Yarbrough Capital, LLC | 1,662 | $322.8K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 1,714 | $333.0K | 0.03% | −117−6.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,716 | $333.3K | 0.02% | −777−31.2% | Reduced |
| American Trust | 1,730 | $336.1K | 0.03% | −155−8.2% | Reduced |
| Chiron Investment Management, LLC | 1,742 | $338.4K | 0.08% | +1,742 | New |
| Ground Swell Capital, LLC | 1,783 | $346.3K | 1.54% | +1,783 | New |
| Kula Investments, LLC | 1,800 | $349.6K | 0.12% | +1,800 | New |
| Sara-Bay Financial | 1,815 | $353.0K | 0.20% | +338+22.9% | Added |
| Momentum Advisors, LLC | 1,842 | $357.8K | 0.36% | −23−1.2% | Reduced |
| Daiwa Securities Group Inc. | 1,847 | $359.0K | 0.00% | +164+9.7% | Added |
| Yousif Capital Management, LLC | 1,859 | $361.1K | 0.00% | −45−2.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,870 | $363.2K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,882 | $365.6K | 0.54% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 1,896 | $368.0K | 0.62% | +40+2.2% | Added |
| 1776 Wealth LLC | 1,945 | $378.0K | 0.27% | −1,443−42.6% | Reduced |
| Inceptionr LLC | 1,961 | $380.9K | 0.20% | +1,961 | New |
| SkyView Investment Advisors, LLC | 1,979 | $384.0K | 0.12% | −137−6.5% | Reduced |
| Dryden Capital, LLC | 2,000 | $388.5K | 0.51% | −1,000−33.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,004 | $389.3K | 0.06% | −2,930−59.4% | Reduced |
| Charles Schwab Trust Co | 2,004 | $389.3K | 0.05% | +2,004 | New |
| Cambridge Investment Research Advisors, Inc. | 2,010 | $390.0K | 0.00% | +72+3.7% | Added |
| Fulton Bank, N.A. | 2,065 | $402.0K | 0.02% | +91+4.6% | Added |
| Pzena Investment Management LLC | 2,077 | $403.5K | 0.00% | +2,077 | New |
| Legacy Wealth Asset Management, LLC | 2,100 | $407.9K | 0.16% | +479+29.5% | Added |
| KB Financial Partners, LLC | 2,114 | $411.0K | 0.14% | −126−5.6% | Reduced |
| FirstPurpose Wealth LLC | 2,158 | $419.2K | 0.23% | +134+6.6% | Added |
| Covenant Partners, LLC | 2,159 | $419.4K | 0.17% | −746−25.7% | Reduced |
| Financial Counselors Inc | 2,160 | $420.0K | 0.01% | +5+0.2% | Added |