Skip to main content

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.

Institutional holdersQ3 2023: 556 institutions
Q1 2021: 426 institutionsQ2 2021: 449 institutionsQ3 2021: 510 institutionsQ4 2021: 548 institutionsQ1 2022: 512 institutionsQ2 2022: 510 institutionsQ3 2022: 488 institutionsQ4 2022: 531 institutionsQ1 2023: 538 institutionsQ2 2023: 534 institutionsQ3 2023: 556 institutionsQ4 2023: 603 institutionsQ1 2024: 648 institutionsQ2 2024: 676 institutionsQ3 2024: 662 institutionsQ4 2024: 596 institutionsQ1 2025: 562 institutionsQ2 2025: 489 institutionsQ3 2025: 513 institutionsQ4 2025: 514 institutionsQ1 2026: 420 institutionsQ2 2026: 423 institutions
Value heldQ3 2023: $19.7B
Q1 2021: $10.0BQ2 2021: $12.3BQ3 2021: $19.3BQ4 2021: $22.7BQ1 2022: $17.8BQ2 2022: $16.2BQ3 2022: $13.9BQ4 2022: $14.5BQ1 2023: $16.1BQ2 2023: $19.9BQ3 2023: $19.7BQ4 2023: $22.1BQ1 2024: $26.1BQ2 2024: $24.3BQ3 2024: $22.4BQ4 2024: $16.0BQ1 2025: $13.3BQ2 2025: $11.2BQ3 2025: $13.0BQ4 2025: $14.1BQ1 2026: $8.74BQ2 2026: $13.9B
Institutions holding ICLR and their total value by quarter
QuarterHoldersValue
Q2 2026423$13.9B
Q1 2026420$8.74B
Q4 2025514$14.1B
Q3 2025513$13.0B
Q2 2025489$11.2B
Q1 2025562$13.3B
Q4 2024596$16.0B
Q3 2024662$22.4B
Q2 2024676$24.3B
Q1 2024648$26.1B
Q4 2023603$22.1B
Q3 2023556$19.7B
Q2 2023534$19.9B
Q1 2023538$16.1B
Q4 2022531$14.5B
Q3 2022488$13.9B
Q2 2022510$16.2B
Q1 2022512$17.8B
Q4 2021548$22.7B
Q3 2021510$19.3B
Q2 2021449$12.3B
Q1 2021426$10.0B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q2 2023.

Institutions holding ICLR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Harbor Investment Advisory, LLC42$10.3K0.00%−762−94.8%Reduced
RVW Wealth, LLC42$10.3K0.00%+42New
TSFG, LLC42$10.0K0.00%00.0%Unchanged
IMA Wealth, Inc.39$9.60K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC39$9.60K0.00%00.0%Unchanged
Ranger Investment Management, L.P.36$8.87K0.00%00.0%Unchanged
West Paces Advisors Inc.36$8.87K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC34$8.37K0.00%+34New
Asset Dedication, LLC31$8.00K0.00%00.0%Unchanged
First Manhattan Co38$7.97K0.00%+38New
Tucker Asset Management LLC32$7.88K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.31$7.63K0.00%−9−22.5%Reduced
Washington Trust Co30$7.39K0.00%+1+3.4%Added
HHM Wealth Advisors, LLC29$7.14K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC29$7.14K0.00%00.0%Unchanged
Eagle Bay Advisors LLC27$6.65K0.00%00.0%Unchanged
Truvestments Capital LLC26$6.40K0.00%00.0%Unchanged
Glassman Wealth Services25$6.16K0.00%+2+8.7%Added
Central Trust Co22$5.42K0.00%+22New
Sofos Investments, Inc.22$5.24K0.00%−228−91.2%Reduced
Jones Financial Companies LLLP21$5.17K0.00%+21New
Colonial Trust Co20$5.16K0.00%00.0%Unchanged
Central Bank & Trust Co20$4.92K0.00%00.0%Unchanged
Ancora Advisors, LLC20$4.92K0.00%00.0%Unchanged
Oakworth Capital, Inc.18$4.43K0.00%−52−74.3%Reduced
Flaharty Asset Management, LLC18$4.43K0.00%+18New
Cornerstone Planning Group LLC17$4.19K0.00%−3−15.0%Reduced
Oliver Lagore Vanvalin Investment Group17$4.19K0.00%+11+183.3%Added
Institutional & Family Asset Management, LLC16$3.94K0.00%−3−15.8%Reduced
Hexagon Capital Partners LLC16$3.94K0.00%+1+6.7%Added
Coppell Advisory Solutions LLC20$3.88K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc15$3.69K0.00%00.0%Unchanged
Sunbelt Securities, Inc.14$3.45K0.00%00.0%Unchanged
Crewe Advisors LLC14$3.45K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$3.20K0.00%−2−13.3%Reduced
Clearstead Advisors, LLC12$2.96K0.00%−571−97.9%Reduced
Caldwell Sutter Capital, Inc.12$2.96K0.00%00.0%Unchanged
Beacon Capital Management, LLC11$2.75K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC11$2.71K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC11$2.71K0.00%00.0%Unchanged
St Germain D J Co Inc11$2.71K0.00%+11New
JFS Wealth Advisors, LLC9$2.22K0.00%00.0%Unchanged
JJJ Advisors Inc.9$2.22K0.00%+9New
Provenance Wealth Advisors, LLC8$1.97K0.00%+8New
American National Bank7$1.72K0.00%00.0%Unchanged
Parkside Financial Bank & Trust7$1.72K0.00%+5+250.0%Added
JNBA Financial Advisors5$1.23K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC5$1.23K0.00%−1−16.7%Reduced
Penserra Capital Management LLC6$1.00K0.00%+2+50.0%Added
Valley National Advisers Inc5$1.00K0.00%+5New
Capital Analysts, LLC3$1.00K0.00%+3New
Financial Synergies Wealth Advisors, Inc.4$9850.00%+4New
Baystate Wealth Management LLC2$4930.00%−13−86.7%Reduced
Quent Capital, LLC2$4930.00%+2New
Creative Capital Management Investments LLC1$2460.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Steadfast Capital Management LP0$00.00%−188,529−100.0%Sold out
Fiera Capital Corp0$00.00%−107,369−100.0%Sold out
Man Group plc0$00.00%−70,221−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−61,874−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−60,757−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−37,821−100.0%Sold out
Woodline Partners LP0$00.00%−35,807−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−32,037−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−10,640−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−5,286−100.0%Sold out
V Wealth Advisors LLC0$00.00%−5,058−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−3,107−100.0%Sold out
Jennison Associates LLC0$00.00%−2,969−100.0%Sold out
Aigen Investment Management, LP0$00.00%−2,844−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−2,571−100.0%Sold out
1776 Wealth LLC0$00.00%−1,803−100.0%Sold out
PGGM Investments0$00.00%−1,757−100.0%Sold out
Veritable, L.P.0$00.00%−1,475−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−1,403−100.0%Sold out
Baker Tilly Wealth Management, LLC0$00.00%−1,397−100.0%Sold out
White Knight Strategic Wealth Advisors, LLC0$00.00%−1,050−100.0%Sold out
PEAK6 Investments LLC0$00.00%−990−100.0%Sold out
Sheaff Brock Investment Advisors, LLC0$00.00%−940−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−925−100.0%Sold out
Americana Partners, LLC0$00.00%−859−100.0%Sold out
Sage Mountain Advisors LLC0$00.00%−834−100.0%Sold out
Pzena Investment Management LLC0$00.00%−826−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−820−100.0%Sold out
Bernardo Wealth Planning LLC0$00.00%−805−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−370−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−211−100.0%Sold out
Trust Co of Vermont0$00.00%−115−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−100−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−99−100.0%Sold out
CVA Family Office, LLC0$00.00%−79−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−26−100.0%Sold out
Sandy Spring Bank0$00.00%−23−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−16−100.0%Sold out
Hazlett, Burt & Watson, Inc.0$00.00%−3−100.0%Sold out
Tekla Capital Management LLC––––Not filed
Tiaa, FSB––––Not filed
PFS Investments Inc.––––Not filed
Coastal Capital Group, Inc.––––Not filed
First Capital Advisors Group, LLC.––––Not filed