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, Q3 2023
Institutional positions in Icon PLC as of Sep 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
- 556
- +27 vs. Q2 2023
- Shares held
- 80.6M
- +1.25M (+1.6%) vs. Q2 2023
- Total value
- $19.7B
- −$128.7M (−0.6%) vs. Q2 2023
- New holders
- 66
- 185 more added
- Sold out
- 39
- 207 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Park Place Capital Corp | 393 | $96.8K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 463 | $114.0K | 0.00% | −71−13.3% | Reduced |
| Capital Advisors, Ltd. LLC | 471 | $116.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 518 | $127.6K | 0.01% | −274−34.6% | Reduced |
| Covestor Ltd | 591 | $146.0K | 0.11% | +591 | New |
| Simplex Trading, LLC | 599 | $147.0K | 0.01% | +599 | New |
| CWM, LLC | 604 | $149.0K | 0.00% | +57+10.4% | Added |
| Geneos Wealth Management Inc. | 609 | $150.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 633 | $152.1K | 0.01% | −16−2.5% | Reduced |
| Key Financial Inc | 622 | $153.2K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 632 | $155.6K | 0.01% | −3−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 636 | $156.6K | 0.00% | −36−5.4% | Reduced |
| Signaturefd, LLC | 644 | $158.6K | 0.00% | +240+59.4% | Added |
| Assetmark, Inc | 657 | $161.8K | 0.00% | −1,302−66.5% | Reduced |
| NBC Securities, Inc. | 709 | $174.0K | 0.02% | +709 | New |
| SRS Capital Advisors, Inc. | 723 | $178.0K | 0.02% | +34+4.9% | Added |
| Grove Bank & Trust | 730 | $179.8K | 0.04% | +45+6.6% | Added |
| Pacer Advisors, Inc. | 784 | $193.1K | 0.00% | +42+5.7% | Added |
| American International Group, Inc. | 796 | $196.0K | 0.00% | −48−5.7% | Reduced |
| Echo Street Capital Management LLC | 835 | $205.6K | 0.00% | +835 | New |
| Steward Partners Investment Advisory, LLC | 853 | $210.1K | 0.00% | +90+11.8% | Added |
| Financial Counselors Inc | 855 | $210.5K | 0.00% | −82−8.8% | Reduced |
| Investment House LLC | 855 | $210.5K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 864 | $211.0K | 0.00% | +864 | New |
| Williams Jones Wealth Management, LLC. | 860 | $211.8K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 872 | $214.7K | 0.01% | −214−19.7% | Reduced |
| Holderness Investments Co | 875 | $215.5K | 0.08% | 00.0% | Unchanged |
| GFS Advisors, LLC | 878 | $216.0K | 0.03% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 879 | $216.5K | 0.89% | −1,075−55.0% | Reduced |
| Peapack Gladstone Financial Corp | 885 | $218.0K | 0.00% | −1−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 895 | $220.4K | 0.02% | +895 | New |
| HSBC Holdings PLC | 906 | $223.1K | 0.00% | −195−17.7% | Reduced |
| Jackson Square Partners, LLC | 910 | $224.1K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 919 | $226.3K | 0.01% | −50−5.2% | Reduced |
| Ieq Capital, LLC | 920 | $226.6K | 0.00% | −66−6.7% | Reduced |
| Dana Investment Advisors, Inc. | 935 | $230.2K | 0.01% | +935 | New |
| Brave Warrior Advisors, LLC | 950 | $233.9K | 0.01% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 950 | $233.9K | 0.20% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 997 | $245.5K | 0.00% | −2,568−72.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $246.3K | 0.13% | 00.0% | Unchanged |
| AQR Capital Management LLC | 1,004 | $247.2K | 0.00% | +1,004 | New |
| Panagora Asset Management Inc | 1,007 | $248.0K | 0.00% | −1,021−50.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,007 | $248.1K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,023 | $256.0K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,043 | $256.8K | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,047 | $257.8K | 0.00% | +1,047 | New |
| Associated Banc-Corp | 1,058 | $260.5K | 0.01% | +35+3.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $260.8K | 0.03% | −2−0.2% | Reduced |
| Parsons Capital Management Inc | 1,060 | $261.0K | 0.02% | +190+21.8% | Added |
| Mission Wealth Management, LP | 1,063 | $261.8K | 0.01% | −1−0.1% | Reduced |
| Credit Suisse AG | 1,079 | $265.7K | 0.00% | −165−13.3% | Reduced |
| Two Sigma Securities, LLC | 1,082 | $266.4K | 0.01% | +1,082 | New |
| Steel Peak Wealth Management LLC | 1,089 | $268.2K | 0.02% | +1,089 | New |
| Dorsey & Whitney Trust CO LLC | 1,096 | $269.9K | 0.02% | +124+12.8% | Added |
| Penobscot Investment Management Company, Inc. | 1,150 | $283.2K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,158 | $285.2K | 0.00% | +243+26.6% | Added |
| Machina Capital S.A.S. | 1,158 | $285.2K | 0.16% | +1,158 | New |
| Schroder Investment Management Group | 1,160 | $285.6K | 0.00% | −55−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,174 | $289.1K | 0.00% | +38+3.3% | Added |
| Centennial Bank | 1,180 | $290.6K | 0.20% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,186 | $292.1K | 0.01% | +105+9.7% | Added |
| TD Waterhouse Canada Inc. | 1,152 | $293.0K | 0.00% | −52−4.3% | Reduced |
| Readystate Asset Management LP | 1,190 | $293.0K | 0.02% | +1,190 | New |
| United Capital Financial Advisers, LLC | 1,192 | $293.5K | 0.00% | −1,498−55.7% | Reduced |
| Hancock Whitney Corp | 1,201 | $295.8K | 0.01% | −176−12.8% | Reduced |
| TT International Asset Management LTD | 1,205 | $296.0K | 0.04% | +224+22.8% | Added |
| Altfest L J & Co Inc | 1,233 | $304.0K | 0.05% | −23−1.8% | Reduced |
| Comerica Securities,inc. | 1,260 | $310.3K | 0.03% | +176+16.2% | Added |
| Great Lakes Retirement, Inc. | 1,267 | $312.0K | 0.06% | −170−11.8% | Reduced |
| Wahed Invest LLC | 1,272 | $313.2K | 0.10% | +111+9.6% | Added |
| Hilltop Holdings Inc. | 1,291 | $317.9K | 0.04% | +13+1.0% | Added |
| Motco | 1,291 | $317.9K | 0.02% | +1,142+766.4% | Added |
| Monticello Wealth Management, LLC | 1,297 | $319.4K | 0.03% | +99+8.3% | Added |
| Park National Corp | 1,298 | $319.6K | 0.01% | +253+24.2% | Added |
| Centiva Capital, LP | 1,315 | $323.8K | 0.02% | +1,315 | New |
| DFPG Investments, LLC | 1,295 | $324.5K | 0.03% | −255−16.5% | Reduced |
| Cornerstone Wealth Management, LLC | 1,323 | $325.6K | 0.03% | +1,323 | New |
| Avantax Advisory Services, Inc. | 1,341 | $330.2K | 0.00% | +5+0.4% | Added |
| Tower Research Capital LLC (TRC) | 1,379 | $339.6K | 0.01% | −1,813−56.8% | Reduced |
| Parallel Advisors, LLC | 1,397 | $344.0K | 0.01% | +219+18.6% | Added |
| CWA Asset Management Group, LLC | 1,400 | $344.8K | 0.03% | −236−14.4% | Reduced |
| Malaga Cove Capital, LLC | 1,401 | $345.0K | 0.16% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,412 | $347.7K | 0.00% | +997+240.2% | Added |
| Huntington National Bank | 1,418 | $349.2K | 0.00% | −218−13.3% | Reduced |
| First National Bank of Hutchinson | 1,423 | $350.4K | 0.27% | +17+1.2% | Added |
| NorthCrest Asset Manangement, LLC | 1,470 | $362.0K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 4,007 | $367.9K | 0.21% | +602+17.7% | Added |
| JustInvest LLC | 1,495 | $368.1K | 0.01% | +204+15.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,496 | $368.4K | 0.06% | +403+36.9% | Added |
| MAI Capital Management | 1,507 | $371.0K | 0.01% | +3+0.2% | Added |
| Commerce Bank | 1,528 | $376.3K | 0.00% | +119+8.4% | Added |
| FirstPurpose Wealth LLC | 1,547 | $380.9K | 0.16% | +40+2.7% | Added |
| Daiwa Securities Group Inc. | 1,546 | $381.0K | 0.00% | −208−11.9% | Reduced |
| Lincoln National Corp | 1,574 | $387.6K | 0.01% | −51−3.1% | Reduced |
| Jefferies Financial Group Inc. | 1,604 | $395.0K | 0.01% | −1,614−50.2% | Reduced |
| Cresset Asset Management, LLC | 1,628 | $400.9K | 0.00% | +74+4.8% | Added |
| Yarbrough Capital, LLC | 1,662 | $409.3K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,670 | $411.2K | 0.23% | +73+4.6% | Added |
| CIBC World Markets Inc. | 1,698 | $418.0K | 0.00% | −648−27.6% | Reduced |
| Coldstream Capital Management Inc | 1,712 | $421.6K | 0.01% | +400+30.5% | Added |