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 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 1,357 | $384.2K | 0.17% | +1,357 | New |
| Avantax Advisory Services, Inc. | 1,358 | $384.4K | 0.00% | +17+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,363 | $385.8K | 0.00% | +189+16.1% | Added |
| National Asset Management, Inc. | 1,366 | $386.7K | 0.01% | −625−31.4% | Reduced |
| Hilltop Holdings Inc. | 1,387 | $392.6K | 0.04% | +96+7.4% | Added |
| Wahed Invest LLC | 1,388 | $392.9K | 0.11% | +116+9.1% | Added |
| Pictet & Cie (Europe) SA | 1,390 | $393.5K | 0.01% | −1,027−42.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,400 | $396.3K | 0.00% | +1,400 | New |
| CWA Asset Management Group, LLC | 1,409 | $398.8K | 0.03% | +9+0.6% | Added |
| Parallel Advisors, LLC | 1,411 | $399.4K | 0.01% | +14+1.0% | Added |
| Centiva Capital, LP | 1,423 | $402.8K | 0.03% | +108+8.2% | Added |
| Two Sigma Securities, LLC | 1,437 | $406.8K | 0.02% | +355+32.8% | Added |
| NorthCrest Asset Manangement, LLC | 1,470 | $416.1K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,470 | $416.1K | 0.01% | +1,470 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,509 | $427.2K | 0.07% | +13+0.9% | Added |
| FirstPurpose Wealth LLC | 1,520 | $430.3K | 0.16% | −27−1.7% | Reduced |
| Daiwa Securities Group Inc. | 1,579 | $447.0K | 0.00% | +33+2.1% | Added |
| MAI Capital Management | 1,594 | $451.2K | 0.01% | +87+5.8% | Added |
| JustInvest LLC | 1,608 | $455.2K | 0.01% | +113+7.6% | Added |
| Commerce Bank | 1,610 | $455.7K | 0.00% | +82+5.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,620 | $458.6K | 0.02% | −126−7.2% | Reduced |
| Sentry Investment Management LLC | 1,621 | $459.0K | 0.20% | +1,621 | New |
| Mesirow Financial Investment Management, Inc. | 1,625 | $460.0K | 0.02% | +1,625 | New |
| American Trust | 1,627 | $460.6K | 0.03% | −121−6.9% | Reduced |
| Lincoln National Corp | 1,652 | $467.6K | 0.01% | +78+5.0% | Added |
| Granite Group Advisors, LLC | 1,411 | $469.0K | 0.33% | +1,411 | New |
| Yarbrough Capital, LLC | 1,662 | $470.5K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,666 | $471.6K | 0.23% | −4−0.2% | Reduced |
| Legacy Advisors, LLC | 1,667 | $471.9K | 0.06% | −489−22.7% | Reduced |
| Cresset Asset Management, LLC | 1,673 | $473.6K | 0.00% | +45+2.8% | Added |
| CIBC Asset Management Inc | 1,706 | $482.9K | 0.00% | −98−5.4% | Reduced |
| Headlands Technologies LLC | 1,721 | $487.2K | 0.15% | +1,499+675.2% | Added |
| Guggenheim Capital LLC | 1,800 | $509.5K | 0.00% | −101−5.3% | Reduced |
| Prelude Capital Management, LLC | 1,800 | $509.5K | 0.04% | +86+5.0% | Added |
| Malaga Cove Capital, LLC | 1,821 | $515.5K | 0.22% | +420+30.0% | Added |
| Fifth Third Bancorp | 1,869 | $529.1K | 0.00% | −479−20.4% | Reduced |
| Eagle Harbor Asset Management Inc | 1,882 | $532.7K | 0.61% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,907 | $539.8K | 0.01% | +58+3.1% | Added |
| Financial Advocates Investment Management | 1,925 | $544.9K | 0.04% | +20+1.0% | Added |
| Integrated Wealth Concepts LLC | 1,928 | $545.7K | 0.01% | −182−8.6% | Reduced |
| Principal Securities, Inc. | 1,930 | $546.3K | 0.02% | +1,930 | New |
| Cambridge Investment Research Advisors, Inc. | 1,936 | $548.0K | 0.00% | +116+6.4% | Added |
| United Capital Financial Advisers, LLC | 1,975 | $559.1K | 0.00% | +783+65.7% | Added |
| Fulton Bank, N.A. | 1,980 | $560.5K | 0.03% | +4+0.2% | Added |
| Advisor OS, LLC | 2,006 | $567.8K | 0.07% | +200+11.1% | Added |
| Acadian Asset Management LLC | 2,014 | $569.0K | 0.00% | +1,150+133.1% | Added |
| Advisors Asset Management, Inc. | 2,033 | $575.5K | 0.01% | −3,253−61.5% | Reduced |
| Mercer Global Advisors Inc | 2,043 | $578.0K | 0.00% | −440−17.7% | Reduced |
| Trust Point Inc. | 2,079 | $588.5K | 0.05% | +2,079 | New |
| MetLife Investment Management | 2,086 | $590.5K | 0.00% | −36−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 2,104 | $595.6K | 0.01% | −291−12.2% | Reduced |
| Inceptionr LLC | 2,112 | $597.8K | 0.43% | +2,112 | New |
| Somerset Trust Co | 2,132 | $603.5K | 0.26% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,135 | $604.4K | 0.22% | +272+14.6% | Added |
| Banque Cantonale Vaudoise | 2,147 | $608.0K | 0.03% | −23−1.1% | Reduced |
| Groesbeck Investment Management Corp | 2,186 | $619.0K | 0.86% | +290+15.3% | Added |
| Purus Wealth Management, LLC | 2,191 | $620.2K | 0.36% | −74−3.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,193 | $620.8K | 0.20% | −6−0.3% | Reduced |
| Archer Investment Corp | 2,200 | $622.8K | 0.20% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 2,256 | $638.6K | 0.03% | +480+27.0% | Added |
| Wrapmanager Inc | 2,282 | $646.0K | 0.19% | −143−5.9% | Reduced |
| Pinnacle Associates Ltd | 2,284 | $646.5K | 0.01% | −5−0.2% | Reduced |
| XTX Topco Ltd | 2,302 | $651.6K | 0.14% | −1,365−37.2% | Reduced |
| Zions Bancorporation, N.A. | 2,314 | $655.0K | 0.05% | +38+1.7% | Added |
| Tiaa Trust, National Association | 2,347 | $664.4K | 0.00% | −108−4.4% | Reduced |
| Perpetual Ltd | 2,364 | $669.2K | 0.01% | −519−18.0% | Reduced |
| Chicago Partners Investment Group LLC | 2,541 | $670.1K | 0.03% | −308−10.8% | Reduced |
| Wolverine Trading, LLC | 2,390 | $676.5K | 0.01% | +2,390 | New |
| Yorktown Management & Research Co Inc | 2,450 | $693.5K | 0.72% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,470 | $699.2K | 0.02% | −5−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 2,472 | $699.7K | 0.14% | −455−15.5% | Reduced |
| Yousif Capital Management, LLC | 2,563 | $725.5K | 0.01% | −10−0.4% | Reduced |
| MQS Management LLC | 2,587 | $732.3K | 0.41% | +2,587 | New |
| Cetera Advisors LLC | 2,603 | $736.9K | 0.01% | −23−0.9% | Reduced |
| Marietta Investment Partners LLC | 2,618 | $741.1K | 0.18% | +177+7.3% | Added |
| Virtus ETF Advisers LLC | 2,625 | $743.1K | 0.47% | −411−13.5% | Reduced |
| Brevan Howard Capital Management LP | 2,660 | $753.0K | 0.08% | +2,660 | New |
| Tributary Capital Management, LLC | 2,664 | $754.1K | 0.06% | −256−8.8% | Reduced |
| International Assets Investment Management, LLC | 2,666 | $754.7K | 0.10% | −187−6.6% | Reduced |
| Whittier Trust Co | 2,702 | $764.8K | 0.01% | +158+6.2% | Added |
| Sara-Bay Financial | 2,766 | $783.0K | 0.38% | +163+6.3% | Added |
| Hayek Kallen Investment Management | 2,770 | $784.0K | 0.33% | −50−1.8% | Reduced |
| Tectonic Advisors LLC | 2,784 | $788.1K | 0.07% | 00.0% | Unchanged |
| Jennison Associates LLC | 2,797 | $791.7K | 0.00% | +2,797 | New |
| Advisory Services Network, LLC | 2,804 | $793.7K | 0.02% | −434−13.4% | Reduced |
| Pittenger & Anderson Inc | 2,835 | $802.5K | 0.04% | +2,835 | New |
| Portside Wealth Group, LLC | 3,004 | $850.3K | 0.16% | +78+2.7% | Added |
| HighPoint Advisor Group LLC | 2,600 | $857.0K | 0.06% | +2,600 | New |
| Allianz Asset Management GmbH | 3,035 | $859.1K | 0.00% | −220−6.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,040 | $860.5K | 0.01% | −164−5.1% | Reduced |
| Aviva PLC | 3,061 | $866.5K | 0.00% | −8−0.3% | Reduced |
| Nebula Research & Development LLC | 3,061 | $866.5K | 0.26% | +3,061 | New |
| Private Advisor Group, LLC | 3,208 | $908.1K | 0.01% | +111+3.6% | Added |
| Castleark Management LLC | 3,240 | $917.1K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 3,261 | $923.1K | 0.02% | −192−5.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,262 | $923.3K | 0.00% | −522−13.8% | Reduced |
| Raymond James Trust N.A. | 3,298 | $933.6K | 0.02% | +4+0.1% | Added |
| TD Private Client Wealth LLC | 3,321 | $940.1K | 0.03% | −595−15.2% | Reduced |
| Resources Investment Advisors, LLC. | 3,559 | $1.01M | 0.02% | +612+20.8% | Added |
| Alliance Wealth Advisors, LLC | 3,568 | $1.01M | 0.34% | +12+0.3% | Added |