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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 2,918 | $623.3K | 0.01% | +2,918 | New |
| Chiron Investment Management, LLC | 2,878 | $614.7K | 0.11% | +1,136+65.2% | Added |
| Legacy Wealth Asset Management, LLC | 2,865 | $611.9K | 0.22% | +765+36.4% | Added |
| O'Shaughnessy Asset Management, LLC | 2,831 | $604.7K | 0.01% | −172−5.7% | Reduced |
| Tectonic Advisors LLC | 2,784 | $594.6K | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,773 | $592.0K | 0.00% | +1,324+91.4% | Added |
| CIBC World Markets Inc. | 2,693 | $575.0K | 0.00% | +54+2.0% | Added |
| Legacy Advisors, LLC | 2,630 | $561.7K | 0.10% | −278−9.6% | Reduced |
| DFPG Investments, LLC | 2,577 | $550.4K | 0.06% | −2,140−45.4% | Reduced |
| Amica Retiree Medical Trust | 2,556 | $546.0K | 0.58% | −336−11.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,545 | $543.6K | 0.06% | −1,914−42.9% | Reduced |
| Tiaa, FSB | 2,532 | $540.8K | 0.00% | −343−11.9% | Reduced |
| Bayesian Capital Management, LP | 2,515 | $537.2K | 0.07% | +2,515 | New |
| Tributary Capital Management, LLC | 2,490 | $531.8K | 0.05% | +29+1.2% | Added |
| KB Financial Partners, LLC | 2,474 | $528.0K | 0.16% | +360+17.0% | Added |
| Yorktown Management & Research Co Inc | 2,450 | $523.3K | 0.56% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,426 | $518.2K | 0.04% | −522−17.7% | Reduced |
| Marietta Investment Partners LLC | 2,417 | $516.2K | 0.14% | −456−15.9% | Reduced |
| Castleark Management LLC | 2,410 | $514.8K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,400 | $513.0K | 0.12% | +421+21.3% | Added |
| Cetera Advisors LLC | 2,309 | $493.2K | 0.01% | −123−5.1% | Reduced |
| Mackenzie Financial Corp | 2,308 | $493.0K | 0.00% | +2,308 | New |
| Prelude Capital Management, LLC | 2,294 | $490.0K | 0.03% | −257−10.1% | Reduced |
| Pinnacle Associates Ltd | 2,289 | $488.9K | 0.01% | +13+0.6% | Added |
| Archer Investment Corp | 2,200 | $487.5K | 0.18% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 2,277 | $486.3K | 0.38% | 00.0% | Unchanged |
| PGGM Investments | 2,241 | $479.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,203 | $471.0K | 0.00% | −232−9.5% | Reduced |
| Somerset Trust Co | 2,196 | $469.0K | 0.20% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,144 | $458.0K | 0.02% | −31−1.4% | Reduced |
| Financial Counselors Inc | 2,131 | $455.0K | 0.01% | −29−1.3% | Reduced |
| Fulton Bank, N.A. | 2,119 | $452.6K | 0.02% | +54+2.6% | Added |
| Beacon Pointe Advisors, LLC | 2,083 | $444.9K | 0.01% | +858+70.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,081 | $444.0K | 0.00% | +71+3.5% | Added |
| Two Sigma Securities, LLC | 2,046 | $437.0K | 0.04% | +2,046 | New |
| Sentry Investment Management LLC | 2,028 | $433.0K | 0.18% | +1,031+103.4% | Added |
| Thrivent Financial for Lutherans | 2,039 | $430.0K | 0.00% | −695−25.4% | Reduced |
| Charles Schwab Trust Co | 2,000 | $427.2K | 0.05% | −4−0.2% | Reduced |
| Aquatic Capital Management LLC | 2,000 | $427.0K | 0.03% | −5,700−74.0% | Reduced |
| 1776 Wealth LLC | 1,945 | $415.4K | 0.25% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,931 | $412.4K | 0.01% | −7,205−78.9% | Reduced |
| Groesbeck Investment Management Corp | 1,896 | $405.0K | 0.61% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,882 | $402.0K | 0.55% | 00.0% | Unchanged |
| Arden Trust Co | 1,879 | $401.0K | 0.07% | −1,860−49.7% | Reduced |
| Daiwa Securities Group Inc. | 1,816 | $388.0K | 0.00% | −31−1.7% | Reduced |
| Yousif Capital Management, LLC | 1,804 | $385.3K | 0.01% | −55−3.0% | Reduced |
| Financial Advocates Investment Management | 1,791 | $382.5K | 0.03% | −384−17.7% | Reduced |
| Blueshift Asset Management, LLC | 1,767 | $377.4K | 0.16% | +1,767 | New |
| 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 |
| Clifford Swan Investment Counsel LLC | 1,745 | $372.7K | 0.02% | −125−6.7% | Reduced |
| Sara-Bay Financial | 1,735 | $370.6K | 0.19% | −80−4.4% | Reduced |
| WR Wealth Planners, LLC | 1,705 | $364.2K | 0.16% | +494+40.8% | Added |
| We Are One Seven, LLC | 1,685 | $359.9K | 0.02% | −649−27.8% | Reduced |
| Lincoln National Corp | 1,667 | $356.1K | 0.01% | +214+14.7% | Added |
| Zions Bancorporation, N.A. | 1,665 | $355.6K | 0.03% | +424+34.2% | Added |
| Yarbrough Capital, LLC | 1,662 | $355.0K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,629 | $347.9K | 0.03% | 00.0% | Unchanged |
| American Trust | 1,565 | $334.3K | 0.02% | −165−9.5% | Reduced |
| MAI Capital Management | 1,546 | $330.2K | 0.01% | +35+2.3% | Added |
| Biltmore Family Office, LLC | 1,522 | $325.1K | 0.07% | +330+27.7% | Added |
| NorthCrest Asset Manangement, LLC | 1,520 | $324.7K | 0.01% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 1,518 | $324.2K | 0.01% | −652−30.0% | Reduced |
| Assetmark, Inc | 1,514 | $323.4K | 0.00% | +301+24.8% | Added |
| Tower Research Capital LLC (TRC) | 1,505 | $321.0K | 0.01% | −110−6.8% | Reduced |
| Advisor Partners II, LLC | 1,466 | $313.1K | 0.02% | +314+27.3% | 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 |
| Commerce Bank | 1,461 | $312.1K | 0.00% | +89+6.5% | Added |
| Rhumbline Advisers | 1,461 | $312.0K | 0.00% | +1,461 | New |
| Bleakley Financial Group, LLC | 1,452 | $310.1K | 0.01% | +153+11.8% | Added |
| Hancock Whitney Corp | 1,447 | $309.0K | 0.01% | +312+27.5% | Added |
| Great Lakes Retirement, Inc. | 1,442 | $308.0K | 0.06% | +1,442 | New |
| Veritable, L.P. | 1,430 | $305.4K | 0.01% | +301+26.7% | Added |
| Whittier Trust Co | 1,389 | $296.7K | 0.01% | +45+3.3% | Added |
| Comerica Securities,inc. | 1,367 | $292.0K | 0.02% | +3+0.2% | Added |
| Avantax Advisory Services, Inc. | 1,363 | $291.1K | 0.00% | +41+3.1% | Added |
| Stephenson National Bank & Trust | 1,358 | $290.1K | 0.18% | +169+14.2% | Added |
| Diamond Hill Capital Management Inc | 1,335 | $285.1K | 0.00% | +1,335 | New |
| Advisor OS, LLC | 1,332 | $284.5K | 0.07% | −13−1.0% | Reduced |
| New York Life Investment Management LLC | 1,328 | $283.6K | 0.00% | −27−2.0% | Reduced |
| Coldstream Capital Management Inc | 1,320 | $281.9K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,312 | $280.2K | 0.09% | −1,567−54.4% | Reduced |
| D.A. Davidson & Co. | 1,321 | $279.6K | 0.00% | −15−1.1% | Reduced |
| Connacht Asset Management LP | 1,301 | $277.9K | 0.80% | +1,301 | New |
| Hilltop Holdings Inc. | 1,277 | $272.8K | 0.04% | +82+6.9% | Added |
| Huntington National Bank | 1,273 | $271.9K | 0.00% | −103−7.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,262 | $269.6K | 0.04% | +16+1.3% | Added |
| PEAK6 Investments LLC | 1,228 | $262.3K | 0.02% | +406+49.4% | Added |
| Credential Qtrade Securities Inc. | 1,198 | $255.9K | 0.02% | +68+6.0% | Added |
| 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 |
| Centennial Bank | 1,180 | $252.0K | 0.16% | −26−2.2% | Reduced |
| CAPROCK Group, Inc. | 1,168 | $249.5K | 0.02% | +1,168 | New |
| Penobscot Investment Management Company, Inc. | 1,150 | $245.6K | 0.04% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 1,140 | $243.0K | 0.00% | +1,140 | New |
| Schroder Investment Management Group | 1,119 | $239.0K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,110 | $237.1K | 0.00% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,100 | $235.0K | 0.30% | −30−2.7% | Reduced |
| Wealth Alliance | 1,099 | $234.7K | 0.04% | −558−33.7% | Reduced |