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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 1,714 | $422.1K | 0.04% | +587+52.1% | Added |
| Clifford Swan Investment Counsel LLC | 1,746 | $429.9K | 0.02% | +1+0.1% | Added |
| American Trust | 1,748 | $430.4K | 0.03% | +228+15.0% | Added |
| Emerald Advisers, LLC | 1,776 | $437.3K | 0.02% | +1,776 | New |
| CIBC Asset Management Inc | 1,804 | $444.2K | 0.00% | −72−3.8% | Reduced |
| Advisor OS, LLC | 1,806 | $444.7K | 0.07% | +426+30.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,820 | $448.0K | 0.00% | −142−7.2% | Reduced |
| D.A. Davidson & Co. | 1,849 | $455.3K | 0.00% | +481+35.2% | Added |
| WR Wealth Planners, LLC | 1,863 | $458.8K | 0.17% | +89+5.0% | Added |
| Eagle Harbor Asset Management Inc | 1,882 | $463.4K | 0.61% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 1,896 | $467.0K | 0.71% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,901 | $468.1K | 0.00% | −256−11.9% | Reduced |
| Financial Advocates Investment Management | 1,905 | $469.1K | 0.03% | +457+31.6% | Added |
| Buckingham Capital Management, Inc. | 1,954 | $481.2K | 0.07% | +1,954 | New |
| Fulton Bank, N.A. | 1,976 | $486.6K | 0.02% | −287−12.7% | Reduced |
| National Asset Management, Inc. | 1,991 | $490.3K | 0.01% | +681+52.0% | Added |
| Commonwealth Equity Services, LLC | 2,027 | $499.0K | 0.00% | −101−4.7% | Reduced |
| UBS Oconnor LLC | 2,045 | $503.6K | 0.01% | −4,100−66.7% | Reduced |
| Integrated Wealth Concepts LLC | 2,110 | $519.6K | 0.01% | −177−7.7% | Reduced |
| MetLife Investment Management | 2,122 | $522.5K | 0.00% | +2+0.1% | Added |
| Somerset Trust Co | 2,132 | $525.0K | 0.24% | −64−2.9% | Reduced |
| Legacy Advisors, LLC | 2,156 | $530.9K | 0.09% | −284−11.6% | Reduced |
| Banque Cantonale Vaudoise | 2,170 | $534.0K | 0.03% | −49−2.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,199 | $541.5K | 0.20% | −695−24.0% | Reduced |
| Archer Investment Corp | 2,200 | $541.8K | 0.19% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,224 | $547.0K | 0.05% | +2,224 | New |
| Purus Wealth Management, LLC | 2,265 | $557.8K | 0.38% | −4−0.2% | Reduced |
| Zions Bancorporation, N.A. | 2,276 | $560.5K | 0.05% | +498+28.0% | Added |
| Pinnacle Associates Ltd | 2,289 | $563.7K | 0.01% | −2−0.1% | Reduced |
| Fifth Third Bancorp | 2,348 | $578.2K | 0.00% | −124−5.0% | Reduced |
| Beacon Pointe Advisors, LLC | 2,395 | $589.8K | 0.01% | +1,407+142.4% | Added |
| Pictet & Cie (Europe) SA | 2,417 | $595.2K | 0.02% | −32−1.3% | Reduced |
| Wrapmanager Inc | 2,425 | $597.2K | 0.19% | −980−28.8% | Reduced |
| Marietta Investment Partners LLC | 2,441 | $601.1K | 0.17% | −18−0.7% | Reduced |
| Yorktown Management & Research Co Inc | 2,450 | $603.3K | 0.68% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,455 | $604.5K | 0.00% | +2,455 | New |
| Choate Investment Advisors | 2,475 | $609.5K | 0.02% | +2,475 | New |
| Mercer Global Advisors Inc | 2,483 | $611.0K | 0.00% | +1,030+70.9% | Added |
| Whittier Trust Co | 2,544 | $626.5K | 0.01% | +940+58.6% | Added |
| KB Financial Partners, LLC | 2,559 | $630.0K | 0.18% | −3−0.1% | Reduced |
| Mackenzie Financial Corp | 2,621 | $630.1K | 0.00% | +334+14.6% | Added |
| Yousif Capital Management, LLC | 2,573 | $633.6K | 0.01% | +95+3.8% | Added |
| Chicago Partners Investment Group LLC | 2,849 | $634.8K | 0.03% | −337−10.6% | Reduced |
| Sara-Bay Financial | 2,603 | $641.0K | 0.33% | +225+9.5% | Added |
| SkyView Investment Advisors, LLC | 2,606 | $642.0K | 0.26% | +101+4.0% | Added |
| Cetera Advisors LLC | 2,626 | $646.7K | 0.01% | +399+17.9% | Added |
| Amica Retiree Medical Trust | 2,734 | $673.0K | 0.79% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,761 | $679.9K | 0.20% | +2,761 | New |
| Tectonic Advisors LLC | 2,784 | $685.6K | 0.06% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 2,820 | $694.0K | 0.31% | −125−4.2% | Reduced |
| International Assets Investment Management, LLC | 2,853 | $707.7K | 0.10% | −185−6.1% | Reduced |
| Perpetual Ltd | 2,883 | $709.9K | 0.01% | −307−9.6% | Reduced |
| Oak Thistle LLC | 2,889 | $711.4K | 0.21% | +2,889 | New |
| Portside Wealth Group, LLC | 2,926 | $719.0K | 0.14% | +62+2.2% | Added |
| Tributary Capital Management, LLC | 2,920 | $719.0K | 0.07% | +571+24.3% | Added |
| Harbor Capital Advisors, Inc. | 2,927 | $720.8K | 0.16% | −4,010−57.8% | Reduced |
| Resources Investment Advisors, LLC. | 2,947 | $725.7K | 0.02% | −19−0.6% | Reduced |
| Ethic Inc. | 3,028 | $745.6K | 0.03% | +3,028 | New |
| Virtus ETF Advisers LLC | 3,036 | $747.6K | 0.45% | +3,036 | New |
| Aviva PLC | 3,069 | $755.7K | 0.00% | −17−0.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,090 | $760.9K | 0.07% | +3,090 | New |
| Private Advisor Group, LLC | 3,097 | $762.6K | 0.01% | −229−6.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,204 | $789.0K | 0.01% | +2,245+234.1% | Added |
| Ossiam | 3,216 | $791.9K | 0.01% | +1,289+66.9% | Added |
| Advisory Services Network, LLC | 3,238 | $797.4K | 0.02% | +270+9.1% | Added |
| Castleark Management LLC | 3,240 | $797.9K | 0.04% | +470+17.0% | Added |
| Allianz Asset Management GmbH | 3,255 | $801.5K | 0.00% | −212−6.1% | Reduced |
| Raymond James Trust N.A. | 3,294 | $811.2K | 0.02% | −291−8.1% | Reduced |
| Diamond Hill Capital Management Inc | 3,449 | $849.3K | 0.00% | +615+21.7% | Added |
| Old National Bancorp | 3,453 | $850.3K | 0.02% | −100−2.8% | Reduced |
| Jane Street Group, LLC | 3,475 | $855.7K | 0.00% | −20,707−85.6% | Reduced |
| Alliance Wealth Advisors, LLC | 3,556 | $875.7K | 0.32% | +74+2.1% | Added |
| XTX Topco Ltd | 3,667 | $903.0K | 0.15% | +2,201+150.1% | Added |
| 1832 Asset Management L.P. | 3,715 | $914.8K | 0.00% | +954+34.6% | Added |
| Thoroughbred Financial Services, LLC | 3,731 | $918.0K | 0.09% | +3,731 | New |
| Fisher Asset Management, LLC | 3,744 | $922.0K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,770 | $928.4K | 0.04% | +334+9.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,784 | $931.8K | 0.00% | +3,784 | New |
| Rathbone Brothers plc | 3,800 | $935.8K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 3,811 | $938.5K | 0.10% | +10.0% | Added |
| BancorpSouth Bank | 3,812 | $938.7K | 0.08% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,824 | $941.7K | 0.03% | +42+1.1% | Added |
| Greenwood Capital Associates LLC | 3,861 | $950.8K | 0.14% | −39−1.0% | Reduced |
| TD Private Client Wealth LLC | 3,916 | $964.3K | 0.04% | −581−12.9% | Reduced |
| Montag & Caldwell, LLC | 4,080 | $1.00M | 0.13% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 4,138 | $1.02M | 0.02% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,213 | $1.04M | 0.37% | +4,213 | New |
| Xponance, Inc. | 4,228 | $1.04M | 0.01% | +103+2.5% | Added |
| TLWM | 4,391 | $1.08M | 0.29% | +150+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,477 | $1.10M | 0.00% | +1,218+37.4% | Added |
| Mariner, LLC | 4,478 | $1.10M | 0.00% | +153+3.5% | Added |
| Ninety One SA (PTY) Ltd | 4,487 | $1.10M | 0.21% | −575−11.4% | Reduced |
| Schechter Investment Advisors, LLC | 4,488 | $1.11M | 0.11% | +22+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,593 | $1.13M | 0.00% | +868+23.3% | Added |
| Covenant Partners, LLC | 4,622 | $1.14M | 0.41% | +999+27.6% | Added |
| Stephens Inc | 4,640 | $1.14M | 0.02% | −537−10.4% | Reduced |
| Eqis Capital Management, Inc. | 4,699 | $1.16M | 0.14% | −1,798−27.7% | Reduced |
| Cetera Investment Advisers | 4,700 | $1.16M | 0.01% | −377−7.4% | Reduced |
| Advisor Partners II, LLC | 4,960 | $1.22M | 0.05% | +3,528+246.4% | Added |
| Park Avenue Securities LLC | 5,012 | $1.23M | 0.02% | +5,012 | New |