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, Q1 2023
Institutional positions in Icon PLC as of Mar 31, 2023. 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
- 538
- +18 vs. Q4 2022
- Shares held
- 75.1M
- +1.48M (+2.0%) vs. Q4 2022
- Total value
- $16.1B
- +$1.78B (+12.5%) vs. Q4 2022
- New holders
- 66
- 195 more added
- Sold out
- 48
- 187 more reduced
11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 439 | $93.8K | 0.03% | +420+2,210.5% | Added |
| Capital Advisors, Ltd. LLC | 471 | $101.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 476 | $102.0K | 0.00% | −133−21.8% | Reduced |
| First Horizon Advisors, Inc. | 551 | $117.7K | 0.00% | +54+10.9% | Added |
| Global Retirement Partners, LLC | 654 | $121.5K | 0.01% | +229+53.9% | Added |
| Geneos Wealth Management Inc. | 583 | $124.5K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 601 | $128.4K | 0.01% | +85+16.5% | Added |
| Pacer Advisors, Inc. | 626 | $133.7K | 0.00% | +18+3.0% | Added |
| Spire Wealth Management | 635 | $135.6K | 0.01% | +119+23.1% | Added |
| IFP Advisors, Inc | 1,063 | $139.3K | 0.01% | −194−15.4% | Reduced |
| Grove Bank & Trust | 691 | $147.6K | 0.03% | +28+4.2% | Added |
| SRS Capital Advisors, Inc. | 696 | $148.7K | 0.02% | +19+2.8% | Added |
| Robeco Institutional Asset Management B.V. | 719 | $153.6K | 0.00% | +719 | New |
| Steward Partners Investment Advisory, LLC | 751 | $160.4K | 0.00% | −32−4.1% | Reduced |
| Harbor Investment Advisory, LLC | 810 | $173.0K | 0.03% | −5−0.6% | Reduced |
| Proequities, Inc. | 821 | $175.4K | 0.01% | −327−28.5% | Reduced |
| Belpointe Asset Management LLC | 883 | $188.5K | 0.01% | +43+5.1% | Added |
| Ossiam | 897 | $191.6K | 0.00% | +897 | New |
| Icon Wealth Partners, LLC | 925 | $197.6K | 0.02% | +925 | New |
| Atria Wealth Solutions, Inc. | 938 | $200.3K | 0.00% | +938 | New |
| Sheaff Brock Investment Advisors, LLC | 940 | $200.8K | 0.02% | +940 | New |
| HSBC Holdings PLC | 966 | $206.3K | 0.00% | −6,375−86.8% | Reduced |
| Sigma Planning Corp | 969 | $207.0K | 0.01% | +969 | New |
| Millennium Capital Advisors, LLC | 975 | $208.3K | 0.19% | +975 | New |
| Manchester Capital Management LLC | 996 | $212.7K | 0.03% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $213.6K | 0.11% | −2−0.2% | Reduced |
| Bradley Foster & Sargent Inc | 1,000 | $213.6K | 0.01% | +1,000 | New |
| Galvin, Gaustad & Stein, LLC | 1,007 | $215.1K | 0.02% | +1,007 | New |
| Associated Banc-Corp | 1,014 | $216.6K | 0.01% | +1,014 | New |
| Jmac Enterprises LLC | 1,020 | $217.9K | 0.06% | +1,020 | New |
| Resonant Capital Advisors, LLC | 1,043 | $222.8K | 0.03% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,046 | $223.4K | 0.10% | +19+1.9% | Added |
| PFS Investments Inc. | 1,080 | $224.0K | 0.00% | +1,080 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $226.2K | 0.03% | +13+1.2% | Added |
| Mission Wealth Management, LP | 1,063 | $227.0K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 1,076 | $229.8K | 0.01% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,198 | $232.7K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 1,099 | $234.7K | 0.04% | −558−33.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,100 | $235.0K | 0.30% | −30−2.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,110 | $237.1K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,119 | $239.0K | 0.00% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,140 | $243.0K | 0.00% | +1,140 | New |
| Penobscot Investment Management Company, Inc. | 1,150 | $245.6K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,168 | $249.5K | 0.02% | +1,168 | New |
| Centennial Bank | 1,180 | $252.0K | 0.16% | −26−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,180 | $252.0K | 0.00% | −56−4.5% | Reduced |
| Parallel Advisors, LLC | 1,180 | $252.0K | 0.01% | −41−3.4% | Reduced |
| Credential Qtrade Securities Inc. | 1,198 | $255.9K | 0.02% | +68+6.0% | Added |
| PEAK6 Investments LLC | 1,228 | $262.3K | 0.02% | +406+49.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,262 | $269.6K | 0.04% | +16+1.3% | Added |
| Huntington National Bank | 1,273 | $271.9K | 0.00% | −103−7.5% | Reduced |
| Hilltop Holdings Inc. | 1,277 | $272.8K | 0.04% | +82+6.9% | Added |
| Connacht Asset Management LP | 1,301 | $277.9K | 0.80% | +1,301 | New |
| D.A. Davidson & Co. | 1,321 | $279.6K | 0.00% | −15−1.1% | Reduced |
| Fox Run Management, L.L.C. | 1,312 | $280.2K | 0.09% | −1,567−54.4% | Reduced |
| Coldstream Capital Management Inc | 1,320 | $281.9K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 1,328 | $283.6K | 0.00% | −27−2.0% | Reduced |
| Advisor OS, LLC | 1,332 | $284.5K | 0.07% | −13−1.0% | Reduced |
| Diamond Hill Capital Management Inc | 1,335 | $285.1K | 0.00% | +1,335 | New |
| Stephenson National Bank & Trust | 1,358 | $290.1K | 0.18% | +169+14.2% | Added |
| Avantax Advisory Services, Inc. | 1,363 | $291.1K | 0.00% | +41+3.1% | Added |
| Comerica Securities,inc. | 1,367 | $292.0K | 0.02% | +3+0.2% | Added |
| Whittier Trust Co | 1,389 | $296.7K | 0.01% | +45+3.3% | Added |
| Veritable, L.P. | 1,430 | $305.4K | 0.01% | +301+26.7% | Added |
| Great Lakes Retirement, Inc. | 1,442 | $308.0K | 0.06% | +1,442 | New |
| Hancock Whitney Corp | 1,447 | $309.0K | 0.01% | +312+27.5% | Added |
| Bleakley Financial Group, LLC | 1,452 | $310.1K | 0.01% | +153+11.8% | Added |
| Rhumbline Advisers | 1,461 | $312.0K | 0.00% | +1,461 | New |
| Commerce Bank | 1,461 | $312.1K | 0.00% | +89+6.5% | Added |
| National Asset Management, Inc. | 1,461 | $312.1K | 0.01% | +373+34.3% | Added |
| Sawtooth Solutions, LLC | 1,461 | $312.1K | 0.01% | +1,461 | New |
| Advisor Partners II, LLC | 1,466 | $313.1K | 0.02% | +314+27.3% | Added |
| Tower Research Capital LLC (TRC) | 1,505 | $321.0K | 0.01% | −110−6.8% | Reduced |
| Assetmark, Inc | 1,514 | $323.4K | 0.00% | +301+24.8% | Added |
| Pictet & Cie (Europe) SA | 1,518 | $324.2K | 0.01% | −652−30.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,520 | $324.7K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,522 | $325.1K | 0.07% | +330+27.7% | Added |
| MAI Capital Management | 1,546 | $330.2K | 0.01% | +35+2.3% | Added |
| American Trust | 1,565 | $334.3K | 0.02% | −165−9.5% | Reduced |
| CWA Asset Management Group, LLC | 1,629 | $347.9K | 0.03% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 1,662 | $355.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,665 | $355.6K | 0.03% | +424+34.2% | Added |
| Lincoln National Corp | 1,667 | $356.1K | 0.01% | +214+14.7% | Added |
| We Are One Seven, LLC | 1,685 | $359.9K | 0.02% | −649−27.8% | Reduced |
| WR Wealth Planners, LLC | 1,705 | $364.2K | 0.16% | +494+40.8% | Added |
| Sara-Bay Financial | 1,735 | $370.6K | 0.19% | −80−4.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,745 | $372.7K | 0.02% | −125−6.7% | Reduced |
| FirstPurpose Wealth LLC | 1,756 | $375.1K | 0.18% | −402−18.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,756 | $375.1K | 0.02% | +40+2.3% | Added |
| Blueshift Asset Management, LLC | 1,767 | $377.4K | 0.16% | +1,767 | New |
| Financial Advocates Investment Management | 1,791 | $382.5K | 0.03% | −384−17.7% | Reduced |
| Yousif Capital Management, LLC | 1,804 | $385.3K | 0.01% | −55−3.0% | Reduced |
| Daiwa Securities Group Inc. | 1,816 | $388.0K | 0.00% | −31−1.7% | Reduced |
| Arden Trust Co | 1,879 | $401.0K | 0.07% | −1,860−49.7% | Reduced |
| Eagle Harbor Asset Management Inc | 1,882 | $402.0K | 0.55% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 1,896 | $405.0K | 0.61% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,931 | $412.4K | 0.01% | −7,205−78.9% | Reduced |
| 1776 Wealth LLC | 1,945 | $415.4K | 0.25% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $427.0K | 0.03% | −5,700−74.0% | Reduced |
| Charles Schwab Trust Co | 2,000 | $427.2K | 0.05% | −4−0.2% | Reduced |