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, Q2 2023
Institutional positions in Icon PLC as of Jun 30, 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
- 534
- 0 vs. Q1 2023
- Shares held
- 79.3M
- +4.27M (+5.7%) vs. Q1 2023
- Total value
- $19.9B
- +$3.82B (+23.8%) vs. Q1 2023
- New holders
- 64
- 188 more added
- Sold out
- 64
- 198 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Capital Management Investments LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $501 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 3 | $751 | 0.00% | −14−82.4% | Reduced |
| Penserra Capital Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| JNBA Financial Advisors | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| American National Bank | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 11 | $2.75K | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Crewe Advisors LLC | 14 | $3.50K | 0.00% | −191−93.2% | Reduced |
| Sunbelt Securities, Inc. | 14 | $3.50K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 15 | $3.75K | 0.00% | −47−75.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 15 | $3.75K | 0.00% | −31−67.4% | Reduced |
| Hexagon Capital Partners LLC | 15 | $3.75K | 0.00% | +2+15.4% | Added |
| Tilia Fiduciary Partners, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $4.25K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 19 | $4.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $4.85K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20 | $4.85K | 0.00% | +20 | New |
| Ancora Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $5.00K | 0.00% | +20 | New |
| Kelly Financial Services LLC | 22 | $5.50K | 0.00% | +22 | New |
| Sandy Spring Bank | 23 | $5.75K | 0.00% | +23 | New |
| Glassman Wealth Services | 23 | $5.75K | 0.00% | +23 | New |
| WealthPLAN Partners, LLC | 26 | $6.50K | 0.00% | −38−59.4% | Reduced |
| Truvestments Capital LLC | 26 | $6.50K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $6.75K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 29 | $7.26K | 0.00% | −1−3.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 29 | $7.26K | 0.00% | −1−3.3% | Reduced |
| HHM Wealth Advisors, LLC | 29 | $7.26K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 32 | $8.01K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 36 | $9.01K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 36 | $9.01K | 0.00% | +8+28.6% | Added |
| Cary Street Partner Investment Advisory LLC | 39 | $9.76K | 0.00% | −10−20.4% | Reduced |
| IMA Wealth, Inc. | 39 | $9.76K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $11.0K | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 44 | $11.0K | 0.00% | +32+266.7% | Added |
| FinTrust Capital Advisors, LLC | 62 | $12.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $12.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $12.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $12.8K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $13.8K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 56 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 250 | $14.3K | 0.06% | +36+16.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 59 | $15.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $17.0K | 0.01% | +10+17.2% | Added |
| Oakworth Capital, Inc. | 70 | $17.5K | 0.00% | +52+288.9% | Added |
| Baldwin Brothers Inc | 74 | $18.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 79 | $19.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $19.8K | 0.00% | +2+2.6% | Added |
| CVA Family Office, LLC | 79 | $19.8K | 0.00% | +79 | New |
| Larson Financial Group LLC | 81 | $20.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 89 | $22.3K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 91 | $22.8K | 0.01% | +91 | New |
| Resurgent Financial Advisors LLC | 99 | $24.8K | 0.02% | −10−9.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 115 | $28.8K | 0.00% | −86−42.8% | Reduced |
| Private Trust Co NA | 118 | $29.5K | 0.00% | +1+0.9% | Added |
| Lindbrook Capital, LLC | 125 | $31.3K | 0.00% | −3−2.3% | Reduced |
| State of Wyoming | 126 | $31.5K | 0.01% | +11+9.6% | Added |
| Motco | 149 | $37.3K | 0.00% | +138+1,254.5% | Added |
| Farther Finance Advisors, LLC | 150 | $37.5K | 0.01% | +76+102.7% | Added |
| Castleview Partners, LLC | 154 | $38.5K | 0.03% | +25+19.4% | Added |
| Tradition Wealth Management, LLC | 157 | $39.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 156 | $39.0K | 0.02% | +156 | New |
| Brown Brothers Harriman & Co | 176 | $44.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 180 | $45.0K | 0.00% | −3−1.6% | Reduced |
| Johnson Financial Group, Inc. | 211 | $52.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 212 | $53.0K | 0.01% | +208+5,200.0% | Added |
| Asset Management One Co.,Ltd. | 220 | $55.0K | 0.00% | +40+22.2% | Added |
| Financial Management Professionals, Inc. | 242 | $61.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 281 | $70.3K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 281 | $70.3K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $75.1K | 0.04% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 370 | $92.6K | 0.06% | +370 | New |
| Park Place Capital Corp | 393 | $98.3K | 0.03% | +25+6.8% | Added |
| Signaturefd, LLC | 404 | $101.1K | 0.00% | +11+2.8% | Added |
| GWM Advisors LLC | 415 | $103.8K | 0.00% | +128+44.6% | Added |
| ORG Partners LLC | 428 | $104.4K | 0.02% | +428 | New |
| Hollencrest Capital Management | 428 | $107.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 471 | $118.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 490 | $122.6K | 0.00% | −111−18.5% | Reduced |
| First Horizon Advisors, Inc. | 534 | $133.6K | 0.00% | −17−3.1% | Reduced |
| CWM, LLC | 547 | $137.0K | 0.00% | +71+14.9% | Added |
| IFP Advisors, Inc | 1,081 | $141.6K | 0.01% | +18+1.7% | Added |
| Clearstead Advisors, LLC | 583 | $145.9K | 0.01% | +202+53.0% | Added |
| Geneos Wealth Management Inc. | 609 | $152.4K | 0.01% | +26+4.5% | Added |
| Key Financial Inc | 622 | $155.6K | 0.05% | +183+41.7% | Added |