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 |
|---|---|---|---|---|---|
| Monticello Wealth Management, LLC | 1,198 | $232.7K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 1,076 | $229.8K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,063 | $227.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $226.2K | 0.03% | +13+1.2% | Added |
| PFS Investments Inc. | 1,080 | $224.0K | 0.00% | +1,080 | New |
| Wahed Invest LLC | 1,046 | $223.4K | 0.10% | +19+1.9% | Added |
| Resonant Capital Advisors, LLC | 1,043 | $222.8K | 0.03% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,020 | $217.9K | 0.06% | +1,020 | New |
| Associated Banc-Corp | 1,014 | $216.6K | 0.01% | +1,014 | New |
| Galvin, Gaustad & Stein, LLC | 1,007 | $215.1K | 0.02% | +1,007 | New |
| 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 |
| Manchester Capital Management LLC | 996 | $212.7K | 0.03% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 975 | $208.3K | 0.19% | +975 | New |
| Sigma Planning Corp | 969 | $207.0K | 0.01% | +969 | New |
| HSBC Holdings PLC | 966 | $206.3K | 0.00% | −6,375−86.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 940 | $200.8K | 0.02% | +940 | New |
| Atria Wealth Solutions, Inc. | 938 | $200.3K | 0.00% | +938 | New |
| Icon Wealth Partners, LLC | 925 | $197.6K | 0.02% | +925 | New |
| Ossiam | 897 | $191.6K | 0.00% | +897 | New |
| Belpointe Asset Management LLC | 883 | $188.5K | 0.01% | +43+5.1% | Added |
| Proequities, Inc. | 821 | $175.4K | 0.01% | −327−28.5% | Reduced |
| Harbor Investment Advisory, LLC | 810 | $173.0K | 0.03% | −5−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 751 | $160.4K | 0.00% | −32−4.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 719 | $153.6K | 0.00% | +719 | New |
| SRS Capital Advisors, Inc. | 696 | $148.7K | 0.02% | +19+2.8% | Added |
| Grove Bank & Trust | 691 | $147.6K | 0.03% | +28+4.2% | Added |
| IFP Advisors, Inc | 1,063 | $139.3K | 0.01% | −194−15.4% | Reduced |
| Spire Wealth Management | 635 | $135.6K | 0.01% | +119+23.1% | Added |
| Pacer Advisors, Inc. | 626 | $133.7K | 0.00% | +18+3.0% | Added |
| Credit Agricole S A | 601 | $128.4K | 0.01% | +85+16.5% | Added |
| Geneos Wealth Management Inc. | 583 | $124.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 654 | $121.5K | 0.01% | +229+53.9% | Added |
| First Horizon Advisors, Inc. | 551 | $117.7K | 0.00% | +54+10.9% | Added |
| CWM, LLC | 476 | $102.0K | 0.00% | −133−21.8% | Reduced |
| Capital Advisors, Ltd. LLC | 471 | $101.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 439 | $93.8K | 0.03% | +420+2,210.5% | Added |
| Hollencrest Capital Management | 428 | $91.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 393 | $83.9K | 0.00% | +9+2.3% | Added |
| Clearstead Advisors, LLC | 381 | $81.4K | 0.01% | +369+3,075.0% | Added |
| Park Place Capital Corp | 368 | $78.6K | 0.02% | +12+3.4% | Added |
| Alta Advisers Ltd | 300 | $64.1K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 287 | $61.3K | 0.00% | −120−29.5% | Reduced |
| Coastal Capital Group, Inc. | 281 | $60.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 281 | $60.0K | 0.00% | +143+103.6% | Added |
| Ronald Blue Trust, Inc. | 312 | $60.0K | 0.00% | −14−4.3% | Reduced |
| Desjardins Global Asset Management Inc. | 270 | $58.0K | 0.01% | −21−7.2% | Reduced |
| Ameritas Advisory Services, LLC | 249 | $52.3K | 0.00% | +249 | New |
| Financial Management Professionals, Inc. | 242 | $52.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 211 | $45.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 205 | $43.8K | 0.01% | −82−28.6% | Reduced |
| Trust Co of Vermont | 201 | $42.9K | 0.00% | +201 | New |
| Quadrant Capital Group LLC | 183 | $39.1K | 0.00% | +10+5.8% | Added |
| Asset Management One Co.,Ltd. | 180 | $38.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 176 | $37.6K | 0.00% | −101−36.5% | Reduced |
| Tradition Wealth Management, LLC | 157 | $34.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 156 | $33.3K | 0.00% | −1−0.6% | Reduced |
| Ellevest, Inc. | 138 | $29.5K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 134 | $28.6K | 0.00% | +134 | New |
| Castleview Partners, LLC | 129 | $27.6K | 0.02% | +102+377.8% | Added |
| Lindbrook Capital, LLC | 128 | $27.3K | 0.00% | −28−17.9% | Reduced |
| MBM Wealth Consultants, LLC | 120 | $26.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 120 | $25.6K | 0.02% | +120 | New |
| Private Trust Co NA | 117 | $25.0K | 0.00% | +19+19.4% | Added |
| State of Wyoming | 115 | $24.6K | 0.01% | +16+16.2% | Added |
| Resurgent Financial Advisors LLC | 109 | $23.3K | 0.02% | +6+5.8% | Added |
| Cassady Schiller Wealth Management, LLC | 100 | $21.4K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 89 | $19.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 81 | $17.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 79 | $16.9K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 78 | $16.7K | 0.01% | +78 | New |
| Allworth Financial LP | 77 | $16.4K | 0.00% | +48+165.5% | Added |
| Farther Finance Advisors, LLC | 74 | $15.8K | 0.00% | −50−40.3% | Reduced |
| Baldwin Brothers Inc | 74 | $15.8K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 64 | $13.7K | 0.00% | +64 | New |
| Baystate Wealth Management LLC | 62 | $13.2K | 0.00% | +13+26.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 59 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 62 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 58 | $12.0K | 0.01% | +5+9.4% | Added |
| RFP Financial Group LLC | 56 | $12.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $11.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $10.9K | 0.00% | +51 | New |
| Pinnacle Bancorp, Inc. | 50 | $10.7K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50 | $10.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $10.7K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $10.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 49 | $10.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $10.5K | 0.00% | +14+40.0% | Added |
| Ahrens Investment Partners LLC | 47 | $10.0K | 0.00% | +47 | New |
| Whittier Trust Co of Nevada Inc | 46 | $9.82K | 0.00% | −37−44.6% | Reduced |
| Harbour Investments, Inc. | 40 | $8.54K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $8.54K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 39 | $8.33K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 36 | $7.69K | 0.00% | −23−39.0% | Reduced |
| BDO Wealth Advisors, LLC | 35 | $7.48K | 0.00% | +35 | New |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $7.00K | 0.00% | +23+287.5% | Added |
| Tucker Asset Management LLC | 32 | $6.83K | 0.00% | +32 | New |
| Washington Trust Co | 30 | $6.41K | 0.00% | −1−3.2% | Reduced |
| Sofos Investments, Inc. | 214 | $6.38K | 0.28% | +20+10.3% | Added |