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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 2,892 | $562.0K | 0.72% | +226+8.5% | Added |
| Fox Run Management, L.L.C. | 2,879 | $559.2K | 0.22% | +2,879 | New |
| Tiaa, FSB | 2,875 | $558.5K | 0.00% | +118+4.3% | Added |
| Marietta Investment Partners LLC | 2,873 | $558.1K | 0.16% | −438−13.2% | Reduced |
| Simplex Trading, LLC | 2,847 | $553.0K | 0.03% | +2,822+11,288.0% | Added |
| Wrapmanager Inc | 2,795 | $543.0K | 0.17% | −1,692−37.7% | Reduced |
| Thrivent Financial for Lutherans | 2,734 | $543.0K | 0.00% | −233−7.9% | Reduced |
| Tectonic Advisors LLC | 2,784 | $540.8K | 0.08% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,683 | $521.2K | 0.12% | +2,683 | New |
| CIBC World Markets Inc. | 2,639 | $513.0K | 0.00% | −1,111−29.6% | Reduced |
| SeaBridge Investment Advisors LLC | 2,578 | $500.8K | 0.18% | −2,164−45.6% | Reduced |
| Prelude Capital Management, LLC | 2,551 | $495.5K | 0.03% | +1,024+67.1% | Added |
| DekaBank Deutsche Girozentrale | 2,463 | $481.0K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,461 | $478.0K | 0.05% | +118+5.0% | Added |
| Yorktown Management & Research Co Inc | 2,450 | $475.9K | 0.58% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 2,441 | $474.2K | 0.06% | +2,005+459.9% | Added |
| Mercer Global Advisors Inc | 2,435 | $473.0K | 0.00% | +224+10.1% | Added |
| Cetera Advisors LLC | 2,432 | $472.4K | 0.01% | +2,432 | New |
| Castleark Management LLC | 2,410 | $468.1K | 0.02% | −240−9.1% | Reduced |
| Seven Eight Capital, LP | 2,382 | $462.7K | 0.12% | +2,382 | New |
| International Assets Investment Management, LLC | 2,346 | $455.7K | 0.05% | +2,346 | New |
| We Are One Seven, LLC | 2,334 | $453.4K | 0.05% | −170−6.8% | Reduced |
| Purus Wealth Management, LLC | 2,277 | $442.3K | 0.40% | −4−0.2% | Reduced |
| Pinnacle Associates Ltd | 2,276 | $442.1K | 0.01% | 00.0% | Unchanged |
| PGGM Investments | 2,241 | $435.0K | 0.01% | +476+27.0% | Added |
| Archer Investment Corp | 2,200 | $427.4K | 0.17% | 00.0% | Unchanged |
| Somerset Trust Co | 2,196 | $427.0K | 0.18% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,175 | $422.5K | 0.03% | +2,175 | New |
| Banque Cantonale Vaudoise | 2,175 | $422.0K | 0.02% | +25+1.2% | Added |
| Pictet & Cie (Europe) SA | 2,170 | $421.5K | 0.02% | +2,170 | New |
| Financial Counselors Inc | 2,160 | $420.0K | 0.01% | +5+0.2% | Added |
| Covenant Partners, LLC | 2,159 | $419.4K | 0.17% | −746−25.7% | Reduced |
| FirstPurpose Wealth LLC | 2,158 | $419.2K | 0.23% | +134+6.6% | Added |
| KB Financial Partners, LLC | 2,114 | $411.0K | 0.14% | −126−5.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,100 | $407.9K | 0.16% | +479+29.5% | Added |
| Pzena Investment Management LLC | 2,077 | $403.5K | 0.00% | +2,077 | New |
| Fulton Bank, N.A. | 2,065 | $402.0K | 0.02% | +91+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,010 | $390.0K | 0.00% | +72+3.7% | Added |
| 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 |
| Dryden Capital, LLC | 2,000 | $388.5K | 0.51% | −1,000−33.3% | Reduced |
| SkyView Investment Advisors, LLC | 1,979 | $384.0K | 0.12% | −137−6.5% | Reduced |
| Inceptionr LLC | 1,961 | $380.9K | 0.20% | +1,961 | New |
| 1776 Wealth LLC | 1,945 | $378.0K | 0.27% | −1,443−42.6% | Reduced |
| Groesbeck Investment Management Corp | 1,896 | $368.0K | 0.62% | +40+2.2% | Added |
| Eagle Harbor Asset Management Inc | 1,882 | $365.6K | 0.54% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,870 | $363.2K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 1,859 | $361.1K | 0.00% | −45−2.4% | Reduced |
| Daiwa Securities Group Inc. | 1,847 | $359.0K | 0.00% | +164+9.7% | Added |
| Momentum Advisors, LLC | 1,842 | $357.8K | 0.36% | −23−1.2% | Reduced |
| Sara-Bay Financial | 1,815 | $353.0K | 0.20% | +338+22.9% | Added |
| Kula Investments, LLC | 1,800 | $349.6K | 0.12% | +1,800 | New |
| Ground Swell Capital, LLC | 1,783 | $346.3K | 1.54% | +1,783 | New |
| Chiron Investment Management, LLC | 1,742 | $338.4K | 0.08% | +1,742 | New |
| American Trust | 1,730 | $336.1K | 0.03% | −155−8.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,716 | $333.3K | 0.02% | −777−31.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,714 | $333.0K | 0.03% | −117−6.4% | Reduced |
| Yarbrough Capital, LLC | 1,662 | $322.8K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 1,657 | $321.9K | 0.06% | −124−7.0% | Reduced |
| Icon Wealth Advisors, LLC | 1,644 | $319.3K | 0.04% | −417−20.2% | Reduced |
| CWA Asset Management Group, LLC | 1,629 | $316.4K | 0.03% | +1,629 | New |
| Tower Research Capital LLC (TRC) | 1,615 | $314.0K | 0.01% | −713−30.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,520 | $295.0K | 0.02% | +20+1.3% | Added |
| MAI Capital Management | 1,511 | $293.5K | 0.00% | +28+1.9% | Added |
| Lincoln National Corp | 1,453 | $282.2K | 0.01% | +1,453 | New |
| Commonwealth Equity Services, LLC | 1,449 | $281.0K | 0.00% | +81+5.9% | Added |
| Huntington National Bank | 1,376 | $267.3K | 0.00% | −64−4.4% | Reduced |
| Aspen Grove Capital, LLC | 1,374 | $266.9K | 0.12% | +1,374 | New |
| Commerce Bank | 1,372 | $266.5K | 0.00% | −58−4.1% | Reduced |
| Comerica Securities,inc. | 1,364 | $265.0K | 0.02% | +1,364 | New |
| D.A. Davidson & Co. | 1,336 | $263.5K | 0.00% | −30−2.2% | Reduced |
| New York Life Investment Management LLC | 1,355 | $263.2K | 0.00% | +1,355 | New |
| Advisor OS, LLC | 1,345 | $261.3K | 0.07% | +140+11.6% | Added |
| Whittier Trust Co | 1,344 | $261.1K | 0.01% | +133+11.0% | Added |
| Avantax Advisory Services, Inc. | 1,322 | $256.8K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,320 | $256.4K | 0.01% | +1,320 | New |
| Bleakley Financial Group, LLC | 1,299 | $252.3K | 0.01% | +1,299 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,246 | $242.0K | 0.04% | +13+1.1% | Added |
| Zions Bancorporation, N.A. | 1,241 | $241.1K | 0.02% | −237−16.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,236 | $240.1K | 0.00% | −1,225−49.8% | Reduced |
| Capital Asset Advisory Services LLC | 1,126 | $238.3K | 0.02% | −2,468−68.7% | Reduced |
| Beacon Pointe Advisors, LLC | 1,225 | $238.0K | 0.00% | +1,225 | New |
| Parallel Advisors, LLC | 1,221 | $237.2K | 0.01% | −9−0.7% | Reduced |
| Assetmark, Inc | 1,213 | $235.6K | 0.00% | +386+46.7% | Added |
| WR Wealth Planners, LLC | 1,211 | $235.2K | 0.14% | +502+70.8% | Added |
| Centennial Bank | 1,206 | $234.3K | 0.13% | +1,206 | New |
| Veriti Management LLC | 1,200 | $233.1K | 0.03% | −57−4.5% | Reduced |
| Monticello Wealth Management, LLC | 1,198 | $232.7K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,195 | $232.1K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,192 | $231.5K | 0.05% | +1,192 | New |
| Stephenson National Bank & Trust | 1,189 | $231.0K | 0.15% | +562+89.6% | Added |
| Advisor Partners II, LLC | 1,152 | $223.8K | 0.01% | −66−5.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,150 | $223.4K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 1,148 | $223.0K | 0.02% | +1,148 | New |
| Orion Portfolio Solutions, LLC | 1,145 | $222.4K | 0.01% | −112−8.9% | 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 |
| Credential Qtrade Securities Inc. | 1,130 | $219.5K | 0.02% | −103−8.4% | Reduced |
| Veritable, L.P. | 1,129 | $219.3K | 0.00% | −91−7.5% | Reduced |
| Schroder Investment Management Group | 1,119 | $217.4K | 0.00% | −750−40.1% | Reduced |