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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 1,150 | $283.2K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,096 | $269.9K | 0.02% | +124+12.8% | Added |
| Steel Peak Wealth Management LLC | 1,089 | $268.2K | 0.02% | +1,089 | New |
| Two Sigma Securities, LLC | 1,082 | $266.4K | 0.01% | +1,082 | New |
| Credit Suisse AG | 1,079 | $265.7K | 0.00% | −165−13.3% | Reduced |
| Mission Wealth Management, LP | 1,063 | $261.8K | 0.01% | −1−0.1% | Reduced |
| Parsons Capital Management Inc | 1,060 | $261.0K | 0.02% | +190+21.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $260.8K | 0.03% | −2−0.2% | Reduced |
| Associated Banc-Corp | 1,058 | $260.5K | 0.01% | +35+3.4% | Added |
| Great Lakes Advisors, LLC | 1,047 | $257.8K | 0.00% | +1,047 | New |
| Resonant Capital Advisors, LLC | 1,043 | $256.8K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,023 | $256.0K | 0.01% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,007 | $248.1K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,007 | $248.0K | 0.00% | −1,021−50.3% | Reduced |
| AQR Capital Management LLC | 1,004 | $247.2K | 0.00% | +1,004 | New |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $246.3K | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 997 | $245.5K | 0.00% | −2,568−72.0% | Reduced |
| Millennium Capital Advisors, LLC | 950 | $233.9K | 0.20% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 950 | $233.9K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 935 | $230.2K | 0.01% | +935 | New |
| Ieq Capital, LLC | 920 | $226.6K | 0.00% | −66−6.7% | Reduced |
| Sigma Planning Corp | 919 | $226.3K | 0.01% | −50−5.2% | Reduced |
| Jackson Square Partners, LLC | 910 | $224.1K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 906 | $223.1K | 0.00% | −195−17.7% | Reduced |
| Checchi Capital Advisers, LLC | 895 | $220.4K | 0.02% | +895 | New |
| Peapack Gladstone Financial Corp | 885 | $218.0K | 0.00% | −1−0.1% | Reduced |
| Bishop Rock Capital, L.P. | 879 | $216.5K | 0.89% | −1,075−55.0% | Reduced |
| GFS Advisors, LLC | 878 | $216.0K | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 875 | $215.5K | 0.08% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 872 | $214.7K | 0.01% | −214−19.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 860 | $211.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 864 | $211.0K | 0.00% | +864 | New |
| Financial Counselors Inc | 855 | $210.5K | 0.00% | −82−8.8% | Reduced |
| Investment House LLC | 855 | $210.5K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 853 | $210.1K | 0.00% | +90+11.8% | Added |
| Echo Street Capital Management LLC | 835 | $205.6K | 0.00% | +835 | New |
| American International Group, Inc. | 796 | $196.0K | 0.00% | −48−5.7% | Reduced |
| Pacer Advisors, Inc. | 784 | $193.1K | 0.00% | +42+5.7% | Added |
| Grove Bank & Trust | 730 | $179.8K | 0.04% | +45+6.6% | Added |
| SRS Capital Advisors, Inc. | 723 | $178.0K | 0.02% | +34+4.9% | Added |
| NBC Securities, Inc. | 709 | $174.0K | 0.02% | +709 | New |
| Assetmark, Inc | 657 | $161.8K | 0.00% | −1,302−66.5% | Reduced |
| Signaturefd, LLC | 644 | $158.6K | 0.00% | +240+59.4% | Added |
| Robeco Institutional Asset Management B.V. | 636 | $156.6K | 0.00% | −36−5.4% | Reduced |
| Spire Wealth Management | 632 | $155.6K | 0.01% | −3−0.5% | Reduced |
| Key Financial Inc | 622 | $153.2K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 633 | $152.1K | 0.01% | −16−2.5% | Reduced |
| Geneos Wealth Management Inc. | 609 | $150.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 604 | $149.0K | 0.00% | +57+10.4% | Added |
| Simplex Trading, LLC | 599 | $147.0K | 0.01% | +599 | New |
| Covestor Ltd | 591 | $146.0K | 0.11% | +591 | New |
| Proequities, Inc. | 518 | $127.6K | 0.01% | −274−34.6% | Reduced |
| Capital Advisors, Ltd. LLC | 471 | $116.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 463 | $114.0K | 0.00% | −71−13.3% | Reduced |
| Park Place Capital Corp | 393 | $96.8K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 363 | $89.4K | 0.01% | −65−15.2% | Reduced |
| Alta Advisers Ltd | 300 | $73.9K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 281 | $69.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 273 | $67.2K | 0.00% | +194+245.6% | Added |
| Sands Capital Management, LLC | 255 | $62.8K | 0.00% | +255 | New |
| Quadrant Capital Group LLC | 246 | $60.6K | 0.01% | +66+36.7% | Added |
| Financial Management Professionals, Inc. | 242 | $60.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 231 | $56.9K | 0.02% | +231 | New |
| EverSource Wealth Advisors, LLC | 222 | $54.7K | 0.01% | +10+4.7% | Added |
| Headlands Technologies LLC | 222 | $54.7K | 0.03% | +222 | New |
| Asset Management One Co.,Ltd. | 220 | $54.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 200 | $49.3K | 0.01% | +74+58.7% | Added |
| Brown Brothers Harriman & Co | 176 | $43.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 157 | $39.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 158 | $38.9K | 0.03% | +158 | New |
| Glass Jacobson Investment Advisors llc | 156 | $38.4K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 154 | $37.9K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 129 | $31.8K | 0.00% | −21−14.0% | Reduced |
| Orion Capital Management LLC | 120 | $29.6K | 0.02% | +120 | New |
| Gladius Capital Management LP | 118 | $29.1K | 0.01% | +118 | New |
| Cubist Systematic Strategies, LLC | 113 | $27.8K | 0.00% | +113 | New |
| Lindbrook Capital, LLC | 97 | $23.9K | 0.00% | −28−22.4% | Reduced |
| Private Trust Co NA | 95 | $23.4K | 0.00% | −23−19.5% | Reduced |
| Baldwin Brothers Inc | 95 | $23.4K | 0.00% | +21+28.4% | Added |
| Larson Financial Group LLC | 92 | $22.7K | 0.00% | +11+13.6% | Added |
| Cullen/Frost Bankers, Inc. | 79 | $19.5K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 75 | $18.5K | 0.00% | −14−15.7% | Reduced |
| Front Row Advisors LLC | 68 | $16.7K | 0.01% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 66 | $16.3K | 0.02% | +66 | New |
| Milestone Investment Advisors LLC | 65 | $16.0K | 0.00% | +65 | New |
| Harbour Investments, Inc. | 61 | $15.0K | 0.00% | +21+52.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 59 | $15.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 56 | $13.8K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $13.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $12.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $12.4K | 0.00% | −12−19.4% | Reduced |
| MV Capital Management, Inc. | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $12.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 50 | $12.3K | 0.00% | −378−88.3% | Reduced |
| Bell Investment Advisors, Inc | 49 | $12.1K | 0.00% | +5+11.4% | Added |
| AdvisorNet Financial, Inc | 49 | $12.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $11.6K | 0.00% | +44+1,466.7% | Added |
| Kelly Financial Services LLC | 43 | $10.6K | 0.00% | +21+95.5% | Added |