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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 2,039 | $430.0K | 0.00% | −695−25.4% | Reduced |
| Sentry Investment Management LLC | 2,028 | $433.0K | 0.18% | +1,031+103.4% | Added |
| Two Sigma Securities, LLC | 2,046 | $437.0K | 0.04% | +2,046 | New |
| Cambridge Investment Research Advisors, Inc. | 2,081 | $444.0K | 0.00% | +71+3.5% | Added |
| Beacon Pointe Advisors, LLC | 2,083 | $444.9K | 0.01% | +858+70.0% | Added |
| Fulton Bank, N.A. | 2,119 | $452.6K | 0.02% | +54+2.6% | Added |
| Financial Counselors Inc | 2,131 | $455.0K | 0.01% | −29−1.3% | Reduced |
| Banque Cantonale Vaudoise | 2,144 | $458.0K | 0.02% | −31−1.4% | Reduced |
| Somerset Trust Co | 2,196 | $469.0K | 0.20% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,203 | $471.0K | 0.00% | −232−9.5% | Reduced |
| PGGM Investments | 2,241 | $479.0K | 0.01% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 2,277 | $486.3K | 0.38% | 00.0% | Unchanged |
| Archer Investment Corp | 2,200 | $487.5K | 0.18% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,289 | $488.9K | 0.01% | +13+0.6% | Added |
| Prelude Capital Management, LLC | 2,294 | $490.0K | 0.03% | −257−10.1% | Reduced |
| Mackenzie Financial Corp | 2,308 | $493.0K | 0.00% | +2,308 | New |
| Cetera Advisors LLC | 2,309 | $493.2K | 0.01% | −123−5.1% | Reduced |
| SkyView Investment Advisors, LLC | 2,400 | $513.0K | 0.12% | +421+21.3% | Added |
| Castleark Management LLC | 2,410 | $514.8K | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,417 | $516.2K | 0.14% | −456−15.9% | Reduced |
| Steel Peak Wealth Management LLC | 2,426 | $518.2K | 0.04% | −522−17.7% | Reduced |
| Yorktown Management & Research Co Inc | 2,450 | $523.3K | 0.56% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,474 | $528.0K | 0.16% | +360+17.0% | Added |
| Tributary Capital Management, LLC | 2,490 | $531.8K | 0.05% | +29+1.2% | Added |
| Bayesian Capital Management, LP | 2,515 | $537.2K | 0.07% | +2,515 | New |
| Tiaa, FSB | 2,532 | $540.8K | 0.00% | −343−11.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,545 | $543.6K | 0.06% | −1,914−42.9% | Reduced |
| Amica Retiree Medical Trust | 2,556 | $546.0K | 0.58% | −336−11.6% | Reduced |
| DFPG Investments, LLC | 2,577 | $550.4K | 0.06% | −2,140−45.4% | Reduced |
| Legacy Advisors, LLC | 2,630 | $561.7K | 0.10% | −278−9.6% | Reduced |
| CIBC World Markets Inc. | 2,693 | $575.0K | 0.00% | +54+2.0% | Added |
| Commonwealth Equity Services, LLC | 2,773 | $592.0K | 0.00% | +1,324+91.4% | Added |
| Tectonic Advisors LLC | 2,784 | $594.6K | 0.08% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,831 | $604.7K | 0.01% | −172−5.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,865 | $611.9K | 0.22% | +765+36.4% | Added |
| Chiron Investment Management, LLC | 2,878 | $614.7K | 0.11% | +1,136+65.2% | Added |
| CIBC Asset Management Inc | 2,918 | $623.3K | 0.00% | −25,678−89.8% | Reduced |
| Resources Investment Advisors, LLC. | 2,918 | $623.3K | 0.01% | +2,918 | New |
| Pathstone Family Office, LLC | 2,925 | $625.0K | 0.01% | −937−24.3% | Reduced |
| Kennedy Capital Management, Inc. | 3,060 | $653.6K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,081 | $658.1K | 0.02% | +16+0.5% | Added |
| Aviva PLC | 3,086 | $659.1K | 0.00% | −7,836−71.7% | Reduced |
| TD Waterhouse Canada Inc. | 3,019 | $661.6K | 0.01% | −48−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,195 | $682.4K | 0.00% | −1,035−24.5% | Reduced |
| United Capital Financial Advisers, LLC | 3,199 | $683.3K | 0.00% | −1,334−29.4% | Reduced |
| International Assets Investment Management, LLC | 3,231 | $690.1K | 0.10% | +885+37.7% | Added |
| Hayek Kallen Investment Management | 3,255 | $695.0K | 0.31% | −1,745−34.9% | Reduced |
| Guggenheim Capital LLC | 3,328 | $710.8K | 0.01% | −11,458−77.5% | Reduced |
| Alliance Wealth Advisors, LLC | 3,336 | $712.5K | 0.29% | +227+7.3% | Added |
| Winton Group Ltd | 3,344 | $714.2K | 0.04% | +3,344 | New |
| Fifth Third Bancorp | 3,377 | $721.3K | 0.00% | +18+0.5% | Added |
| Dakota Wealth Management | 3,387 | $723.4K | 0.05% | +89+2.7% | Added |
| XTX Topco Ltd | 3,415 | $729.4K | 0.15% | +3,415 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,418 | $730.0K | 0.05% | 00.0% | Unchanged |
| DAGCO, Inc. | 3,455 | $738.0K | 0.40% | −325−8.6% | Reduced |
| Private Advisor Group, LLC | 3,459 | $738.8K | 0.01% | +3,459 | New |
| Chicago Partners Investment Group LLC | 3,618 | $747.1K | 0.04% | +3,618 | New |
| Wrapmanager Inc | 3,605 | $770.0K | 0.24% | +810+29.0% | Added |
| Aigen Investment Management, LP | 3,626 | $774.5K | 0.11% | +3,626 | New |
| First Hawaiian Bank | 3,669 | $783.7K | 0.03% | −1,237−25.2% | Reduced |
| Covenant Partners, LLC | 3,688 | $787.7K | 0.30% | +1,529+70.8% | Added |
| Rathbone Brothers plc | 3,800 | $811.6K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 3,810 | $813.8K | 0.08% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,851 | $822.5K | 0.00% | −9,227−70.6% | Reduced |
| BancorpSouth Bank | 3,860 | $824.5K | 0.08% | −51−1.3% | Reduced |
| Greenwood Capital Associates LLC | 3,943 | $842.2K | 0.12% | −51−1.3% | Reduced |
| CTC Capital Management, LLC | 4,000 | $854.4K | 1.79% | +4,000 | New |
| Raymond James Trust N.A. | 4,051 | $865.0K | 0.03% | −169−4.0% | Reduced |
| Montag & Caldwell, LLC | 4,080 | $871.4K | 0.12% | +449+12.4% | Added |
| Chartwell Investment Partners, LLC | 4,087 | $873.0K | 0.03% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 4,139 | $884.0K | 0.22% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,197 | $897.0K | 0.08% | −7,788−65.0% | Reduced |
| TLWM | 4,215 | $900.3K | 0.29% | −54−1.3% | Reduced |
| Cumberland Partners Ltd | 4,250 | $907.8K | 0.09% | +4,250 | New |
| Schechter Investment Advisors, LLC | 4,270 | $912.0K | 0.08% | +419+10.9% | Added |
| Mariner, LLC | 4,382 | $936.0K | 0.00% | +480+12.3% | Added |
| Twinbeech Capital LP | 4,563 | $974.6K | 0.02% | −49,260−91.5% | Reduced |
| Confluence Investment Management LLC | 4,572 | $976.5K | 0.01% | +30+0.7% | Added |
| Cim, LLC | 4,693 | $1.00M | 0.20% | +37+0.8% | Added |
| Susquehanna International Group, LLP | 4,698 | $1.00M | 0.00% | −5,121−52.2% | Reduced |
| Old National Bancorp | 4,847 | $1.04M | 0.03% | +384+8.6% | Added |
| V Wealth Advisors LLC | 4,881 | $1.04M | 0.20% | −79−1.6% | Reduced |
| Shay Capital LLC | 5,000 | $1.07M | 0.44% | +5,000 | New |
| Connable Office Inc | 5,135 | $1.10M | 0.16% | −155−2.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,136 | $1.10M | 0.01% | +5,136 | New |
| Bishop Rock Capital, L.P. | 5,180 | $1.11M | 1.72% | −2,204−29.8% | Reduced |
| Engineers Gate Manager LP | 5,199 | $1.11M | 0.05% | −4,100−44.1% | Reduced |
| Mitchell Capital Management Co | 5,231 | $1.12M | 0.28% | +98+1.9% | Added |
| Personal Cfo Solutions, LLC | 5,287 | $1.13M | 0.23% | +304+6.1% | Added |
| Prudential Financial Inc | 5,534 | $1.18M | 0.00% | +1,131+25.7% | Added |
| Stephens Inc | 5,600 | $1.20M | 0.02% | +380+7.3% | Added |
| Marshall Wace, LLP | 5,686 | $1.21M | 0.00% | −155,855−96.5% | Reduced |
| CWM Advisors, LLC | 5,701 | $1.22M | 0.15% | +388+7.3% | Added |
| Trexquant Investment LP | 5,720 | $1.22M | 0.03% | −210−3.5% | Reduced |
| Tealwood Asset Management Inc | 5,850 | $1.25M | 0.64% | −46−0.8% | Reduced |
| Manhattan West Asset Management, LLC | 6,241 | $1.33M | 0.58% | +1,356+27.8% | Added |
| SYSTM Wealth Solutions LLC | 6,245 | $1.33M | 0.21% | +241+4.0% | Added |
| UBS Oconnor LLC | 6,318 | $1.35M | 0.03% | +6,318 | New |
| Cetera Investment Advisers | 6,389 | $1.36M | 0.01% | +821+14.7% | Added |
| TradeLink Capital LLC | 6,400 | $1.37M | 22.35% | +6,400 | New |