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, Q4 2023
Institutional positions in Icon PLC as of Dec 31, 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
- 603
- +57 vs. Q3 2023
- Shares held
- 79.2M
- −1.25M (−1.6%) vs. Q3 2023
- Total value
- $22.1B
- +$2.36B (+12.0%) vs. Q3 2023
- New holders
- 105
- 186 more added
- Sold out
- 48
- 224 more reduced
10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 281 | $79.5K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $84.9K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 304 | $86.1K | 0.00% | +31+11.4% | Added |
| Farther Finance Advisors, LLC | 341 | $96.5K | 0.01% | +212+164.3% | Added |
| Hollencrest Capital Management | 363 | $102.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 378 | $107.0K | 0.01% | −140−27.0% | Reduced |
| Walleye Trading LLC | 400 | $113.2K | 0.00% | +400 | New |
| Centennial Bank | 445 | $126.0K | 0.08% | −735−62.3% | Reduced |
| Covestor Ltd | 465 | $132.0K | 0.09% | −126−21.3% | Reduced |
| First Horizon Advisors, Inc. | 469 | $132.8K | 0.00% | +6+1.3% | Added |
| Capital Advisors, Ltd. LLC | 471 | $133.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 543 | $153.7K | 0.01% | −66−10.8% | Reduced |
| Spire Wealth Management | 632 | $164.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 670 | $168.1K | 0.01% | +37+5.8% | Added |
| Key Financial Inc | 603 | $170.7K | 0.05% | −19−3.1% | Reduced |
| Goldstein Advisors, LLC | 710 | $201.0K | 0.03% | +710 | New |
| Crossmark Global Holdings, Inc. | 712 | $201.0K | 0.00% | +712 | New |
| Grove Bank & Trust | 712 | $201.5K | 0.04% | −18−2.5% | Reduced |
| Cigna Investments Inc | 718 | $203.0K | 0.04% | +718 | New |
| NBC Securities, Inc. | 726 | $205.0K | 0.02% | +17+2.4% | Added |
| Sciencast Management LP | 729 | $206.4K | 0.11% | +729 | New |
| CWM, LLC | 732 | $207.0K | 0.00% | +128+21.2% | Added |
| Credential Qtrade Securities Inc. | 735 | $208.1K | 0.01% | −137−15.7% | Reduced |
| Cerity Partners LLC | 736 | $208.2K | 0.00% | +736 | New |
| GeoWealth Management, LLC | 738 | $209.0K | 0.02% | +738 | New |
| QRG Capital Management, Inc. | 739 | $209.2K | 0.00% | +739 | New |
| Signaturefd, LLC | 740 | $209.5K | 0.00% | +96+14.9% | Added |
| Martin Investment Management, LLC | 740 | $209.5K | 0.06% | +740 | New |
| Sheaff Brock Investment Advisors, LLC | 740 | $209.5K | 0.02% | +740 | New |
| Kingsview Wealth Management, LLC | 744 | $210.6K | 0.01% | +744 | New |
| IFP Advisors, Inc | 748 | $211.7K | 0.01% | −438−36.9% | Reduced |
| Forza Wealth Management, LLC | 751 | $212.6K | 0.12% | +751 | New |
| Aureus Asset Management, LLC | 757 | $214.3K | 0.02% | +757 | New |
| Tower Research Capital LLC (TRC) | 761 | $215.4K | 0.00% | −618−44.8% | Reduced |
| Eagle Wealth Strategies LLC | 766 | $216.8K | 0.13% | +766 | New |
| Pacer Advisors, Inc. | 774 | $219.1K | 0.00% | −10−1.3% | Reduced |
| American International Group, Inc. | 775 | $219.4K | 0.00% | −21−2.6% | Reduced |
| Aspen Grove Capital, LLC | 775 | $219.4K | 0.07% | +775 | New |
| Credit Suisse AG | 784 | $221.9K | 0.00% | −295−27.3% | Reduced |
| Susquehanna International Group, LLP | 785 | $222.2K | 0.00% | −212−21.3% | Reduced |
| Kolinsky Wealth Management, LLC | 787 | $222.8K | 0.20% | +787 | New |
| Entropy Technologies, LP | 792 | $224.2K | 0.04% | +792 | New |
| Bernardo Wealth Planning LLC | 805 | $227.9K | 0.07% | +805 | New |
| Americana Partners, LLC | 805 | $227.9K | 0.02% | +805 | New |
| CIBC World Markets Inc. | 807 | $228.0K | 0.00% | −891−52.5% | Reduced |
| Quantinno Capital Management LP | 810 | $229.0K | 0.01% | +810 | New |
| White Knight Strategic Wealth Advisors, LLC | 810 | $229.3K | 0.26% | +810 | New |
| Peapack Gladstone Financial Corp | 814 | $230.0K | 0.00% | −71−8.0% | Reduced |
| Ieq Capital, LLC | 813 | $230.1K | 0.00% | −107−11.6% | Reduced |
| Steel Peak Wealth Management LLC | 825 | $233.5K | 0.01% | −264−24.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 831 | $235.2K | 0.07% | +831 | New |
| Dorsey & Whitney Trust CO LLC | 832 | $235.5K | 0.02% | −264−24.1% | Reduced |
| We Are One Seven, LLC | 836 | $236.6K | 0.01% | +836 | New |
| Steward Partners Investment Advisory, LLC | 841 | $238.1K | 0.00% | −12−1.4% | Reduced |
| Evernest Financial Advisors, LLC | 854 | $241.7K | 0.12% | +854 | New |
| Investment House LLC | 855 | $242.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 860 | $243.4K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 875 | $247.7K | 0.07% | 00.0% | Unchanged |
| GFS Advisors, LLC | 878 | $249.0K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 895 | $253.3K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 906 | $256.5K | 0.01% | +906 | New |
| Dana Investment Advisors, Inc. | 919 | $260.1K | 0.01% | −16−1.7% | Reduced |
| Millennium Capital Advisors, LLC | 950 | $268.9K | 0.21% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 961 | $272.0K | 0.03% | −82−7.9% | Reduced |
| Assetmark, Inc | 961 | $272.0K | 0.00% | +304+46.3% | Added |
| HSBC Holdings PLC | 967 | $273.7K | 0.00% | +61+6.7% | Added |
| TD Waterhouse Canada Inc. | 1,021 | $276.3K | 0.00% | −131−11.4% | Reduced |
| Catalytic Wealth RIA, LLC | 986 | $279.1K | 0.13% | +986 | New |
| Galvin, Gaustad & Stein, LLC | 997 | $282.2K | 0.03% | −10−1.0% | Reduced |
| Altfest L J & Co Inc | 1,000 | $283.0K | 0.04% | −233−18.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,000 | $283.1K | 0.00% | −17,200−94.5% | Reduced |
| Bradley Foster & Sargent Inc | 1,000 | $283.1K | 0.01% | −23−2.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $283.1K | 0.12% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,009 | $286.0K | 0.01% | +950+1,610.2% | Added |
| Associated Banc-Corp | 1,019 | $288.4K | 0.01% | −39−3.7% | Reduced |
| DFPG Investments, LLC | 1,093 | $293.7K | 0.02% | −202−15.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $299.8K | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,060 | $300.1K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,063 | $300.9K | 0.01% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,074 | $304.0K | 0.22% | −349−24.5% | Reduced |
| Cubist Systematic Strategies, LLC | 1,087 | $307.7K | 0.00% | +974+861.9% | Added |
| Simplex Trading, LLC | 1,092 | $309.0K | 0.01% | +493+82.3% | Added |
| AQR Capital Management LLC | 1,135 | $321.3K | 0.00% | +131+13.0% | Added |
| SRS Capital Advisors, Inc. | 1,153 | $326.4K | 0.04% | +430+59.5% | Added |
| Schroder Investment Management Group | 1,160 | $328.4K | 0.00% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,164 | $329.5K | 0.04% | +14+1.2% | Added |
| Apollon Wealth Management, LLC | 1,184 | $335.2K | 0.01% | +1,184 | New |
| Great Lakes Retirement, Inc. | 1,187 | $336.0K | 0.06% | −80−6.3% | Reduced |
| Ellevest, Inc. | 1,201 | $340.0K | 0.02% | +1,201 | New |
| Kestra Private Wealth Services, LLC | 1,213 | $343.4K | 0.01% | +1,213 | New |
| TT International Asset Management LTD | 1,218 | $344.0K | 0.04% | +13+1.1% | Added |
| Hancock Whitney Corp | 1,225 | $346.8K | 0.01% | +24+2.0% | Added |
| Great Lakes Advisors, LLC | 1,226 | $347.0K | 0.00% | +179+17.1% | Added |
| Huntington National Bank | 1,233 | $349.0K | 0.00% | −185−13.0% | Reduced |
| Concurrent Investment Advisors, LLC | 1,246 | $352.7K | 0.02% | +1,246 | New |
| Atria Wealth Solutions, Inc. | 1,256 | $355.5K | 0.00% | +98+8.5% | Added |
| Fox Run Management, L.L.C. | 1,265 | $358.1K | 0.09% | −1,496−54.2% | Reduced |
| Monticello Wealth Management, LLC | 1,297 | $367.1K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 1,298 | $367.4K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,421 | $379.5K | 0.00% | +9+0.6% | Added |