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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 986 | $246.7K | 0.00% | +986 | New |
| TT International Asset Management LTD | 981 | $245.0K | 0.04% | +981 | New |
| Dorsey & Whitney Trust CO LLC | 972 | $243.2K | 0.02% | +972 | New |
| Sigma Planning Corp | 969 | $242.5K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 959 | $239.9K | 0.00% | −1,872−66.1% | Reduced |
| Millennium Capital Advisors, LLC | 950 | $237.7K | 0.20% | −25−2.6% | Reduced |
| Brave Warrior Advisors, LLC | 950 | $237.7K | 0.01% | +950 | New |
| Sheaff Brock Investment Advisors, LLC | 940 | $235.2K | 0.02% | 00.0% | Unchanged |
| Financial Counselors Inc | 937 | $234.0K | 0.00% | −1,194−56.0% | Reduced |
| CM Wealth Advisors LLC | 925 | $233.2K | 0.08% | −9,238−90.9% | Reduced |
| Atria Wealth Solutions, Inc. | 915 | $228.9K | 0.00% | −23−2.5% | Reduced |
| Jackson Square Partners, LLC | 910 | $227.7K | 0.01% | +910 | New |
| Peapack Gladstone Financial Corp | 886 | $222.0K | 0.00% | +886 | New |
| GFS Advisors, LLC | 878 | $220.0K | 0.05% | +878 | New |
| Holderness Investments Co | 875 | $218.9K | 0.08% | +875 | New |
| Parsons Capital Management Inc | 870 | $217.7K | 0.02% | +870 | New |
| Williams Jones Wealth Management, LLC. | 860 | $215.2K | 0.00% | −250−22.5% | Reduced |
| Americana Partners, LLC | 859 | $214.9K | 0.03% | +859 | New |
| Investment House LLC | 855 | $213.9K | 0.02% | +855 | New |
| American International Group, Inc. | 844 | $211.2K | 0.00% | +844 | New |
| Sage Mountain Advisors LLC | 834 | $208.7K | 0.03% | +834 | New |
| Pzena Investment Management LLC | 826 | $206.7K | 0.00% | +826 | New |
| CAPROCK Group, Inc. | 820 | $205.4K | 0.02% | −348−29.8% | Reduced |
| Bernardo Wealth Planning LLC | 805 | $201.4K | 0.08% | +805 | New |
| Harbor Investment Advisory, LLC | 804 | $201.2K | 0.03% | −6−0.7% | Reduced |
| Proequities, Inc. | 792 | $198.2K | 0.02% | −29−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 763 | $190.9K | 0.00% | +12+1.6% | Added |
| Pacer Advisors, Inc. | 742 | $185.6K | 0.00% | +116+18.5% | Added |
| SRS Capital Advisors, Inc. | 689 | $172.4K | 0.02% | −7−1.0% | Reduced |
| Grove Bank & Trust | 685 | $171.4K | 0.03% | −6−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 672 | $168.1K | 0.00% | −47−6.5% | Reduced |
| Global Retirement Partners, LLC | 649 | $162.4K | 0.01% | −5−0.8% | Reduced |
| Spire Wealth Management | 635 | $158.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 622 | $155.6K | 0.05% | +183+41.7% | Added |
| Geneos Wealth Management Inc. | 609 | $152.4K | 0.01% | +26+4.5% | Added |
| Clearstead Advisors, LLC | 583 | $145.9K | 0.01% | +202+53.0% | Added |
| IFP Advisors, Inc | 1,081 | $141.6K | 0.01% | +18+1.7% | Added |
| CWM, LLC | 547 | $137.0K | 0.00% | +71+14.9% | Added |
| First Horizon Advisors, Inc. | 534 | $133.6K | 0.00% | −17−3.1% | Reduced |
| Credit Agricole S A | 490 | $122.6K | 0.00% | −111−18.5% | Reduced |
| Capital Advisors, Ltd. LLC | 471 | $118.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 428 | $107.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 428 | $104.4K | 0.02% | +428 | New |
| GWM Advisors LLC | 415 | $103.8K | 0.00% | +128+44.6% | Added |
| Signaturefd, LLC | 404 | $101.1K | 0.00% | +11+2.8% | Added |
| Park Place Capital Corp | 393 | $98.3K | 0.03% | +25+6.8% | Added |
| PCA Investment Advisory Services Inc. | 370 | $92.6K | 0.06% | +370 | New |
| Alta Advisers Ltd | 300 | $75.1K | 0.04% | 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 |
| Financial Management Professionals, Inc. | 242 | $61.0K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 220 | $55.0K | 0.00% | +40+22.2% | Added |
| EverSource Wealth Advisors, LLC | 212 | $53.0K | 0.01% | +208+5,200.0% | Added |
| Johnson Financial Group, Inc. | 211 | $52.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 180 | $45.0K | 0.00% | −3−1.6% | Reduced |
| Brown Brothers Harriman & Co | 176 | $44.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 156 | $39.0K | 0.02% | +156 | New |
| Tradition Wealth Management, LLC | 157 | $39.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 154 | $38.5K | 0.03% | +25+19.4% | Added |
| Farther Finance Advisors, LLC | 150 | $37.5K | 0.01% | +76+102.7% | Added |
| Motco | 149 | $37.3K | 0.00% | +138+1,254.5% | Added |
| State of Wyoming | 126 | $31.5K | 0.01% | +11+9.6% | Added |
| Lindbrook Capital, LLC | 125 | $31.3K | 0.00% | −3−2.3% | Reduced |
| Private Trust Co NA | 118 | $29.5K | 0.00% | +1+0.9% | Added |
| Trust Co of Vermont | 115 | $28.8K | 0.00% | −86−42.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 99 | $24.8K | 0.02% | −10−9.2% | Reduced |
| First Capital Advisors Group, LLC. | 91 | $22.8K | 0.01% | +91 | New |
| Column Capital Advisors, LLC | 89 | $22.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 81 | $20.3K | 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 |
| Baldwin Brothers Inc | 74 | $18.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 70 | $17.5K | 0.00% | +52+288.9% | Added |
| Front Row Advisors LLC | 68 | $17.0K | 0.01% | +10+17.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 59 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 250 | $14.3K | 0.06% | +36+16.8% | Added |
| RFP Financial Group LLC | 56 | $14.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $13.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $12.8K | 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 |
| AdvisorNet Financial, Inc | 49 | $12.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 62 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $11.0K | 0.00% | +32+266.7% | Added |
| TSFG, LLC | 42 | $11.0K | 0.00% | +42 | New |
| Harbour Investments, Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Tucker Asset Management LLC | 32 | $8.01K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $8.00K | 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 |