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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 30 | $6.37K | 0.00% | +30 | New |
| HHM Wealth Advisors, LLC | 29 | $6.20K | 0.00% | +29 | New |
| Ranger Investment Management, L.P. | 28 | $5.98K | 0.00% | +5+21.7% | Added |
| Eagle Bay Advisors LLC | 27 | $5.77K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 26 | $5.55K | 0.00% | +16+160.0% | Added |
| Bokf, NA | 25 | $5.34K | 0.00% | +25 | New |
| Ancora Advisors, LLC | 20 | $4.27K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 20 | $4.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $4.22K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 19 | $4.06K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 18 | $3.85K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18 | $3.85K | 0.00% | +18 | New |
| Massmutual Trust Co FSB | 17 | $3.63K | 0.00% | −17−50.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 16 | $3.42K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 15 | $3.20K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $3.20K | 0.00% | +5+50.0% | Added |
| BOK Financial Private Wealth, Inc. | 15 | $3.20K | 0.00% | +15 | New |
| Benjamin Edwards Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $2.95K | 0.00% | +14 | New |
| Hexagon Capital Partners LLC | 13 | $2.78K | 0.00% | −1−7.1% | Reduced |
| Bell Investment Advisors, Inc | 12 | $2.56K | 0.00% | −13−52.0% | Reduced |
| Prestige Wealth Management Group LLC | 11 | $2.35K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $2.35K | 0.00% | −5−31.3% | Reduced |
| Motco | 11 | $2.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $1.92K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 9 | $1.92K | 0.00% | +9 | New |
| American National Bank | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6 | $1.28K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6 | $1.28K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6 | $1.28K | 0.00% | +6 | New |
| JNBA Financial Advisors | 5 | $1.07K | 0.00% | +5 | New |
| TD Ameritrade Investment Management, LLC | 3 | $1.00K | 0.00% | −4−57.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4 | $854 | 0.00% | +4 | New |
| Creative Capital Management Investments LLC | 1 | $214 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1 | $214 | 0.00% | +1 | New |
| Penserra Capital Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Bell Asset Management Ltd | 0 | $0 | 0.00% | −47,513−100.0% | Sold out |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −33,983−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,968−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −17,647−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,880−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −15,215−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −6,739−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −6,182−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,555−100.0% | Sold out |
| Jacobsen Capital Management | 0 | $0 | 0.00% | −5,541−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −5,117−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −4,612−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,845−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −2,441−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,382−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −2,077−100.0% | Sold out |
| Dryden Capital, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,961−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,374−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pendal Group Limited | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Momentum Advisors, LLC | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |
| Perpetual Investment Management Ltd | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |