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 |
|---|---|---|---|---|---|
| Tributary Capital Management, LLC | 2,920 | $719.0K | 0.07% | +571+24.3% | Added |
| Portside Wealth Group, LLC | 2,926 | $719.0K | 0.14% | +62+2.2% | Added |
| Oak Thistle LLC | 2,889 | $711.4K | 0.21% | +2,889 | New |
| Perpetual Ltd | 2,883 | $709.9K | 0.01% | −307−9.6% | Reduced |
| International Assets Investment Management, LLC | 2,853 | $707.7K | 0.10% | −185−6.1% | Reduced |
| Hayek Kallen Investment Management | 2,820 | $694.0K | 0.31% | −125−4.2% | Reduced |
| Tectonic Advisors LLC | 2,784 | $685.6K | 0.06% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,761 | $679.9K | 0.20% | +2,761 | New |
| Amica Retiree Medical Trust | 2,734 | $673.0K | 0.79% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,626 | $646.7K | 0.01% | +399+17.9% | Added |
| SkyView Investment Advisors, LLC | 2,606 | $642.0K | 0.26% | +101+4.0% | Added |
| Sara-Bay Financial | 2,603 | $641.0K | 0.33% | +225+9.5% | Added |
| Chicago Partners Investment Group LLC | 2,849 | $634.8K | 0.03% | −337−10.6% | Reduced |
| Yousif Capital Management, LLC | 2,573 | $633.6K | 0.01% | +95+3.8% | Added |
| Mackenzie Financial Corp | 2,621 | $630.1K | 0.00% | +334+14.6% | Added |
| KB Financial Partners, LLC | 2,559 | $630.0K | 0.18% | −3−0.1% | Reduced |
| Whittier Trust Co | 2,544 | $626.5K | 0.01% | +940+58.6% | Added |
| Mercer Global Advisors Inc | 2,483 | $611.0K | 0.00% | +1,030+70.9% | Added |
| Choate Investment Advisors | 2,475 | $609.5K | 0.02% | +2,475 | New |
| Tiaa Trust, National Association | 2,455 | $604.5K | 0.00% | +2,455 | New |
| Yorktown Management & Research Co Inc | 2,450 | $603.3K | 0.68% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,441 | $601.1K | 0.17% | −18−0.7% | Reduced |
| Wrapmanager Inc | 2,425 | $597.2K | 0.19% | −980−28.8% | Reduced |
| Pictet & Cie (Europe) SA | 2,417 | $595.2K | 0.02% | −32−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 2,395 | $589.8K | 0.01% | +1,407+142.4% | Added |
| Fifth Third Bancorp | 2,348 | $578.2K | 0.00% | −124−5.0% | Reduced |
| Pinnacle Associates Ltd | 2,289 | $563.7K | 0.01% | −2−0.1% | Reduced |
| Zions Bancorporation, N.A. | 2,276 | $560.5K | 0.05% | +498+28.0% | Added |
| Purus Wealth Management, LLC | 2,265 | $557.8K | 0.38% | −4−0.2% | Reduced |
| Virtu Financial LLC | 2,224 | $547.0K | 0.05% | +2,224 | New |
| Archer Investment Corp | 2,200 | $541.8K | 0.19% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,199 | $541.5K | 0.20% | −695−24.0% | Reduced |
| Banque Cantonale Vaudoise | 2,170 | $534.0K | 0.03% | −49−2.2% | Reduced |
| Legacy Advisors, LLC | 2,156 | $530.9K | 0.09% | −284−11.6% | Reduced |
| Somerset Trust Co | 2,132 | $525.0K | 0.24% | −64−2.9% | Reduced |
| MetLife Investment Management | 2,122 | $522.5K | 0.00% | +2+0.1% | Added |
| Integrated Wealth Concepts LLC | 2,110 | $519.6K | 0.01% | −177−7.7% | Reduced |
| UBS Oconnor LLC | 2,045 | $503.6K | 0.01% | −4,100−66.7% | Reduced |
| Commonwealth Equity Services, LLC | 2,027 | $499.0K | 0.00% | −101−4.7% | Reduced |
| National Asset Management, Inc. | 1,991 | $490.3K | 0.01% | +681+52.0% | Added |
| Fulton Bank, N.A. | 1,976 | $486.6K | 0.02% | −287−12.7% | Reduced |
| Buckingham Capital Management, Inc. | 1,954 | $481.2K | 0.07% | +1,954 | New |
| Financial Advocates Investment Management | 1,905 | $469.1K | 0.03% | +457+31.6% | Added |
| Guggenheim Capital LLC | 1,901 | $468.1K | 0.00% | −256−11.9% | Reduced |
| Groesbeck Investment Management Corp | 1,896 | $467.0K | 0.71% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,882 | $463.4K | 0.61% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,863 | $458.8K | 0.17% | +89+5.0% | Added |
| D.A. Davidson & Co. | 1,849 | $455.3K | 0.00% | +481+35.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,820 | $448.0K | 0.00% | −142−7.2% | Reduced |
| Advisor OS, LLC | 1,806 | $444.7K | 0.07% | +426+30.9% | Added |
| CIBC Asset Management Inc | 1,804 | $444.2K | 0.00% | −72−3.8% | Reduced |
| Emerald Advisers, LLC | 1,776 | $437.3K | 0.02% | +1,776 | New |
| American Trust | 1,748 | $430.4K | 0.03% | +228+15.0% | Added |
| Clifford Swan Investment Counsel LLC | 1,746 | $429.9K | 0.02% | +1+0.1% | Added |
| Prelude Capital Management, LLC | 1,714 | $422.1K | 0.04% | +587+52.1% | Added |
| Coldstream Capital Management Inc | 1,712 | $421.6K | 0.01% | +400+30.5% | Added |
| CIBC World Markets Inc. | 1,698 | $418.0K | 0.00% | −648−27.6% | Reduced |
| Stephenson National Bank & Trust | 1,670 | $411.2K | 0.23% | +73+4.6% | Added |
| Yarbrough Capital, LLC | 1,662 | $409.3K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,628 | $400.9K | 0.00% | +74+4.8% | Added |
| Jefferies Financial Group Inc. | 1,604 | $395.0K | 0.01% | −1,614−50.2% | Reduced |
| Lincoln National Corp | 1,574 | $387.6K | 0.01% | −51−3.1% | Reduced |
| Daiwa Securities Group Inc. | 1,546 | $381.0K | 0.00% | −208−11.9% | Reduced |
| FirstPurpose Wealth LLC | 1,547 | $380.9K | 0.16% | +40+2.7% | Added |
| Commerce Bank | 1,528 | $376.3K | 0.00% | +119+8.4% | Added |
| MAI Capital Management | 1,507 | $371.0K | 0.01% | +3+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,496 | $368.4K | 0.06% | +403+36.9% | Added |
| JustInvest LLC | 1,495 | $368.1K | 0.01% | +204+15.8% | Added |
| DAGCO, Inc. | 4,007 | $367.9K | 0.21% | +602+17.7% | Added |
| NorthCrest Asset Manangement, LLC | 1,470 | $362.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,423 | $350.4K | 0.27% | +17+1.2% | Added |
| Huntington National Bank | 1,418 | $349.2K | 0.00% | −218−13.3% | Reduced |
| GWM Advisors LLC | 1,412 | $347.7K | 0.00% | +997+240.2% | Added |
| Malaga Cove Capital, LLC | 1,401 | $345.0K | 0.16% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,400 | $344.8K | 0.03% | −236−14.4% | Reduced |
| Parallel Advisors, LLC | 1,397 | $344.0K | 0.01% | +219+18.6% | Added |
| Tower Research Capital LLC (TRC) | 1,379 | $339.6K | 0.01% | −1,813−56.8% | Reduced |
| Avantax Advisory Services, Inc. | 1,341 | $330.2K | 0.00% | +5+0.4% | Added |
| Cornerstone Wealth Management, LLC | 1,323 | $325.6K | 0.03% | +1,323 | New |
| DFPG Investments, LLC | 1,295 | $324.5K | 0.03% | −255−16.5% | Reduced |
| Centiva Capital, LP | 1,315 | $323.8K | 0.02% | +1,315 | New |
| Park National Corp | 1,298 | $319.6K | 0.01% | +253+24.2% | Added |
| Monticello Wealth Management, LLC | 1,297 | $319.4K | 0.03% | +99+8.3% | 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 |
| Wahed Invest LLC | 1,272 | $313.2K | 0.10% | +111+9.6% | Added |
| Great Lakes Retirement, Inc. | 1,267 | $312.0K | 0.06% | −170−11.8% | Reduced |
| Comerica Securities,inc. | 1,260 | $310.3K | 0.03% | +176+16.2% | Added |
| Altfest L J & Co Inc | 1,233 | $304.0K | 0.05% | −23−1.8% | Reduced |
| TT International Asset Management LTD | 1,205 | $296.0K | 0.04% | +224+22.8% | Added |
| Hancock Whitney Corp | 1,201 | $295.8K | 0.01% | −176−12.8% | Reduced |
| United Capital Financial Advisers, LLC | 1,192 | $293.5K | 0.00% | −1,498−55.7% | Reduced |
| Readystate Asset Management LP | 1,190 | $293.0K | 0.02% | +1,190 | New |
| TD Waterhouse Canada Inc. | 1,152 | $293.0K | 0.00% | −52−4.3% | Reduced |
| IFP Advisors, Inc | 1,186 | $292.1K | 0.01% | +105+9.7% | Added |
| Centennial Bank | 1,180 | $290.6K | 0.20% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,174 | $289.1K | 0.00% | +38+3.3% | Added |
| Schroder Investment Management Group | 1,160 | $285.6K | 0.00% | −55−4.5% | Reduced |
| 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 |