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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 635 | $158.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 649 | $162.4K | 0.01% | −5−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 672 | $168.1K | 0.00% | −47−6.5% | Reduced |
| Grove Bank & Trust | 685 | $171.4K | 0.03% | −6−0.9% | Reduced |
| SRS Capital Advisors, Inc. | 689 | $172.4K | 0.02% | −7−1.0% | Reduced |
| Pacer Advisors, Inc. | 742 | $185.6K | 0.00% | +116+18.5% | Added |
| Steward Partners Investment Advisory, LLC | 763 | $190.9K | 0.00% | +12+1.6% | Added |
| Proequities, Inc. | 792 | $198.2K | 0.02% | −29−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 804 | $201.2K | 0.03% | −6−0.7% | Reduced |
| Bernardo Wealth Planning LLC | 805 | $201.4K | 0.08% | +805 | New |
| CAPROCK Group, Inc. | 820 | $205.4K | 0.02% | −348−29.8% | Reduced |
| Pzena Investment Management LLC | 826 | $206.7K | 0.00% | +826 | New |
| Sage Mountain Advisors LLC | 834 | $208.7K | 0.03% | +834 | New |
| American International Group, Inc. | 844 | $211.2K | 0.00% | +844 | New |
| Investment House LLC | 855 | $213.9K | 0.02% | +855 | New |
| Americana Partners, LLC | 859 | $214.9K | 0.03% | +859 | New |
| Williams Jones Wealth Management, LLC. | 860 | $215.2K | 0.00% | −250−22.5% | Reduced |
| Parsons Capital Management Inc | 870 | $217.7K | 0.02% | +870 | New |
| Holderness Investments Co | 875 | $218.9K | 0.08% | +875 | New |
| GFS Advisors, LLC | 878 | $220.0K | 0.05% | +878 | New |
| Peapack Gladstone Financial Corp | 886 | $222.0K | 0.00% | +886 | New |
| Jackson Square Partners, LLC | 910 | $227.7K | 0.01% | +910 | New |
| Atria Wealth Solutions, Inc. | 915 | $228.9K | 0.00% | −23−2.5% | Reduced |
| CM Wealth Advisors LLC | 925 | $233.2K | 0.08% | −9,238−90.9% | Reduced |
| Financial Counselors Inc | 937 | $234.0K | 0.00% | −1,194−56.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 940 | $235.2K | 0.02% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 950 | $237.7K | 0.20% | −25−2.6% | Reduced |
| Brave Warrior Advisors, LLC | 950 | $237.7K | 0.01% | +950 | New |
| O'Shaughnessy Asset Management, LLC | 959 | $239.9K | 0.00% | −1,872−66.1% | Reduced |
| Sigma Planning Corp | 969 | $242.5K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 972 | $243.2K | 0.02% | +972 | New |
| TT International Asset Management LTD | 981 | $245.0K | 0.04% | +981 | New |
| Ieq Capital, LLC | 986 | $246.7K | 0.00% | +986 | New |
| Beacon Pointe Advisors, LLC | 988 | $247.2K | 0.00% | −1,095−52.6% | Reduced |
| PEAK6 Investments LLC | 990 | $247.8K | 0.02% | −238−19.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $250.2K | 0.11% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,007 | $252.0K | 0.02% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,023 | $256.0K | 0.01% | +9+0.9% | Added |
| Bradley Foster & Sargent Inc | 1,023 | $256.0K | 0.01% | +23+2.3% | Added |
| Resonant Capital Advisors, LLC | 1,043 | $261.0K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 1,045 | $261.5K | 0.01% | −31−2.9% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,050 | $262.7K | 0.31% | −50−4.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,061 | $265.5K | 0.03% | +2+0.2% | Added |
| Mission Wealth Management, LP | 1,064 | $266.2K | 0.01% | +1+0.1% | Added |
| Comerica Securities,inc. | 1,084 | $271.2K | 0.02% | −283−20.7% | Reduced |
| Credential Qtrade Securities Inc. | 1,086 | $271.7K | 0.02% | −112−9.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,093 | $273.5K | 0.04% | −169−13.4% | Reduced |
| HSBC Holdings PLC | 1,101 | $275.6K | 0.00% | +135+14.0% | Added |
| Prelude Capital Management, LLC | 1,127 | $282.0K | 0.02% | −1,167−50.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,136 | $284.2K | 0.00% | −44−3.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,150 | $287.7K | 0.05% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,161 | $290.5K | 0.10% | +115+11.0% | Added |
| Parallel Advisors, LLC | 1,178 | $294.7K | 0.01% | −2−0.2% | Reduced |
| Centennial Bank | 1,180 | $295.2K | 0.20% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,198 | $299.7K | 0.03% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,215 | $304.0K | 0.00% | +96+8.6% | Added |
| PFS Investments Inc. | 1,226 | $307.0K | 0.01% | +146+13.5% | Added |
| Credit Suisse AG | 1,244 | $311.2K | 0.00% | −8,138−86.7% | Reduced |
| Altfest L J & Co Inc | 1,256 | $314.0K | 0.05% | +1,256 | New |
| TD Waterhouse Canada Inc. | 1,204 | $316.8K | 0.00% | −1,815−60.1% | Reduced |
| Los Angeles Capital Management LLC | 1,273 | $318.5K | 0.00% | +1,273 | New |
| Hilltop Holdings Inc. | 1,278 | $319.8K | 0.04% | +1+0.1% | Added |
| JustInvest LLC | 1,291 | $323.0K | 0.01% | +1,291 | New |
| National Asset Management, Inc. | 1,310 | $327.8K | 0.01% | −151−10.3% | Reduced |
| Coldstream Capital Management Inc | 1,312 | $328.3K | 0.01% | −8−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 1,336 | $334.3K | 0.00% | −27−2.0% | Reduced |
| D.A. Davidson & Co. | 1,368 | $342.3K | 0.00% | +47+3.6% | Added |
| Hancock Whitney Corp | 1,377 | $345.0K | 0.01% | −70−4.8% | Reduced |
| Advisor OS, LLC | 1,380 | $345.3K | 0.06% | +48+3.6% | Added |
| Baker Tilly Wealth Management, LLC | 1,397 | $349.5K | 0.04% | −1,148−45.1% | Reduced |
| Malaga Cove Capital, LLC | 1,401 | $350.5K | 0.16% | +1,401 | New |
| Vestmark Advisory Solutions, Inc. | 1,403 | $351.0K | 0.01% | −353−20.1% | Reduced |
| First National Bank of Hutchinson | 1,406 | $351.8K | 0.26% | +1,406 | New |
| Commerce Bank | 1,409 | $352.5K | 0.00% | −52−3.6% | Reduced |
| Advisor Partners II, LLC | 1,432 | $358.3K | 0.02% | −34−2.3% | Reduced |
| Great Lakes Retirement, Inc. | 1,437 | $359.5K | 0.06% | −5−0.3% | Reduced |
| Financial Advocates Investment Management | 1,448 | $362.3K | 0.03% | −343−19.2% | Reduced |
| Mercer Global Advisors Inc | 1,453 | $364.0K | 0.00% | −750−34.0% | Reduced |
| XTX Topco Ltd | 1,466 | $366.8K | 0.07% | −1,949−57.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,470 | $367.8K | 0.01% | −50−3.3% | Reduced |
| Veritable, L.P. | 1,475 | $369.0K | 0.01% | +45+3.1% | Added |
| MAI Capital Management | 1,504 | $376.3K | 0.01% | −42−2.7% | Reduced |
| FirstPurpose Wealth LLC | 1,507 | $377.1K | 0.16% | −249−14.2% | Reduced |
| Sawtooth Solutions, LLC | 1,507 | $377.1K | 0.01% | +46+3.1% | Added |
| Bleakley Financial Group, LLC | 1,507 | $377.1K | 0.01% | +55+3.8% | Added |
| American Trust | 1,520 | $380.3K | 0.03% | −45−2.9% | Reduced |
| DFPG Investments, LLC | 1,550 | $383.2K | 0.03% | −1,027−39.9% | Reduced |
| Cresset Asset Management, LLC | 1,554 | $388.8K | 0.00% | +1,554 | New |
| Stephenson National Bank & Trust | 1,597 | $399.6K | 0.22% | +239+17.6% | Added |
| Whittier Trust Co | 1,604 | $401.3K | 0.01% | +215+15.5% | Added |
| Lincoln National Corp | 1,625 | $406.6K | 0.01% | −42−2.5% | Reduced |
| Huntington National Bank | 1,636 | $409.3K | 0.00% | +363+28.5% | Added |
| CWA Asset Management Group, LLC | 1,636 | $409.3K | 0.03% | +7+0.4% | Added |
| Yarbrough Capital, LLC | 1,662 | $415.8K | 0.02% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,745 | $436.6K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,754 | $439.0K | 0.00% | −62−3.4% | Reduced |
| PGGM Investments | 1,757 | $440.0K | 0.01% | −484−21.6% | Reduced |
| WR Wealth Planners, LLC | 1,774 | $443.9K | 0.17% | +69+4.0% | Added |
| Zions Bancorporation, N.A. | 1,778 | $444.9K | 0.04% | +113+6.8% | Added |
| 1776 Wealth LLC | 1,803 | $451.1K | 0.24% | −142−7.3% | Reduced |