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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 3,656 | $1.03M | 0.08% | −75−2.0% | Reduced |
| Buckingham Capital Management, Inc. | 3,611 | $1.02M | 0.14% | +1,657+84.8% | Added |
| Alliance Wealth Advisors, LLC | 3,568 | $1.01M | 0.34% | +12+0.3% | Added |
| Resources Investment Advisors, LLC. | 3,559 | $1.01M | 0.02% | +612+20.8% | Added |
| TD Private Client Wealth LLC | 3,321 | $940.1K | 0.03% | −595−15.2% | Reduced |
| Raymond James Trust N.A. | 3,298 | $933.6K | 0.02% | +4+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,262 | $923.3K | 0.00% | −522−13.8% | Reduced |
| Old National Bancorp | 3,261 | $923.1K | 0.02% | −192−5.6% | Reduced |
| Castleark Management LLC | 3,240 | $917.1K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,208 | $908.1K | 0.01% | +111+3.6% | Added |
| 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 |
| O'Shaughnessy Asset Management, LLC | 3,040 | $860.5K | 0.01% | −164−5.1% | Reduced |
| Allianz Asset Management GmbH | 3,035 | $859.1K | 0.00% | −220−6.8% | Reduced |
| HighPoint Advisor Group LLC | 2,600 | $857.0K | 0.06% | +2,600 | New |
| Portside Wealth Group, LLC | 3,004 | $850.3K | 0.16% | +78+2.7% | Added |
| Pittenger & Anderson Inc | 2,835 | $802.5K | 0.04% | +2,835 | New |
| Advisory Services Network, LLC | 2,804 | $793.7K | 0.02% | −434−13.4% | Reduced |
| Jennison Associates LLC | 2,797 | $791.7K | 0.00% | +2,797 | New |
| Tectonic Advisors LLC | 2,784 | $788.1K | 0.07% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 2,770 | $784.0K | 0.33% | −50−1.8% | Reduced |
| Sara-Bay Financial | 2,766 | $783.0K | 0.38% | +163+6.3% | Added |
| Whittier Trust Co | 2,702 | $764.8K | 0.01% | +158+6.2% | Added |
| International Assets Investment Management, LLC | 2,666 | $754.7K | 0.10% | −187−6.6% | Reduced |
| Tributary Capital Management, LLC | 2,664 | $754.1K | 0.06% | −256−8.8% | Reduced |
| Brevan Howard Capital Management LP | 2,660 | $753.0K | 0.08% | +2,660 | New |
| Virtus ETF Advisers LLC | 2,625 | $743.1K | 0.47% | −411−13.5% | Reduced |
| Marietta Investment Partners LLC | 2,618 | $741.1K | 0.18% | +177+7.3% | Added |
| Cetera Advisors LLC | 2,603 | $736.9K | 0.01% | −23−0.9% | Reduced |
| MQS Management LLC | 2,587 | $732.3K | 0.41% | +2,587 | New |
| Yousif Capital Management, LLC | 2,563 | $725.5K | 0.01% | −10−0.4% | Reduced |
| Harbor Capital Advisors, Inc. | 2,472 | $699.7K | 0.14% | −455−15.5% | Reduced |
| Choate Investment Advisors | 2,470 | $699.2K | 0.02% | −5−0.2% | Reduced |
| Yorktown Management & Research Co Inc | 2,450 | $693.5K | 0.72% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,390 | $676.5K | 0.01% | +2,390 | New |
| Chicago Partners Investment Group LLC | 2,541 | $670.1K | 0.03% | −308−10.8% | Reduced |
| Perpetual Ltd | 2,364 | $669.2K | 0.01% | −519−18.0% | Reduced |
| Tiaa Trust, National Association | 2,347 | $664.4K | 0.00% | −108−4.4% | Reduced |
| Zions Bancorporation, N.A. | 2,314 | $655.0K | 0.05% | +38+1.7% | Added |
| XTX Topco Ltd | 2,302 | $651.6K | 0.14% | −1,365−37.2% | Reduced |
| Pinnacle Associates Ltd | 2,284 | $646.5K | 0.01% | −5−0.2% | Reduced |
| Wrapmanager Inc | 2,282 | $646.0K | 0.19% | −143−5.9% | Reduced |
| Emerald Advisers, LLC | 2,256 | $638.6K | 0.03% | +480+27.0% | Added |
| Archer Investment Corp | 2,200 | $622.8K | 0.20% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,193 | $620.8K | 0.20% | −6−0.3% | Reduced |
| Purus Wealth Management, LLC | 2,191 | $620.2K | 0.36% | −74−3.3% | Reduced |
| Groesbeck Investment Management Corp | 2,186 | $619.0K | 0.86% | +290+15.3% | Added |
| Banque Cantonale Vaudoise | 2,147 | $608.0K | 0.03% | −23−1.1% | Reduced |
| WR Wealth Planners, LLC | 2,135 | $604.4K | 0.22% | +272+14.6% | Added |
| Somerset Trust Co | 2,132 | $603.5K | 0.26% | 00.0% | Unchanged |
| Inceptionr LLC | 2,112 | $597.8K | 0.43% | +2,112 | New |
| Beacon Pointe Advisors, LLC | 2,104 | $595.6K | 0.01% | −291−12.2% | Reduced |
| MetLife Investment Management | 2,086 | $590.5K | 0.00% | −36−1.7% | Reduced |
| Trust Point Inc. | 2,079 | $588.5K | 0.05% | +2,079 | New |
| Mercer Global Advisors Inc | 2,043 | $578.0K | 0.00% | −440−17.7% | Reduced |
| Advisors Asset Management, Inc. | 2,033 | $575.5K | 0.01% | −3,253−61.5% | Reduced |
| Acadian Asset Management LLC | 2,014 | $569.0K | 0.00% | +1,150+133.1% | Added |
| Advisor OS, LLC | 2,006 | $567.8K | 0.07% | +200+11.1% | Added |
| Fulton Bank, N.A. | 1,980 | $560.5K | 0.03% | +4+0.2% | Added |
| United Capital Financial Advisers, LLC | 1,975 | $559.1K | 0.00% | +783+65.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,936 | $548.0K | 0.00% | +116+6.4% | Added |
| Principal Securities, Inc. | 1,930 | $546.3K | 0.02% | +1,930 | New |
| Integrated Wealth Concepts LLC | 1,928 | $545.7K | 0.01% | −182−8.6% | Reduced |
| Financial Advocates Investment Management | 1,925 | $544.9K | 0.04% | +20+1.0% | Added |
| D.A. Davidson & Co. | 1,907 | $539.8K | 0.01% | +58+3.1% | Added |
| Eagle Harbor Asset Management Inc | 1,882 | $532.7K | 0.61% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,869 | $529.1K | 0.00% | −479−20.4% | Reduced |
| Malaga Cove Capital, LLC | 1,821 | $515.5K | 0.22% | +420+30.0% | 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 |
| Headlands Technologies LLC | 1,721 | $487.2K | 0.15% | +1,499+675.2% | Added |
| CIBC Asset Management Inc | 1,706 | $482.9K | 0.00% | −98−5.4% | Reduced |
| Cresset Asset Management, LLC | 1,673 | $473.6K | 0.00% | +45+2.8% | Added |
| Legacy Advisors, LLC | 1,667 | $471.9K | 0.06% | −489−22.7% | Reduced |
| Stephenson National Bank & Trust | 1,666 | $471.6K | 0.23% | −4−0.2% | Reduced |
| Yarbrough Capital, LLC | 1,662 | $470.5K | 0.02% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 1,411 | $469.0K | 0.33% | +1,411 | New |
| Lincoln National Corp | 1,652 | $467.6K | 0.01% | +78+5.0% | Added |
| American Trust | 1,627 | $460.6K | 0.03% | −121−6.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,625 | $460.0K | 0.02% | +1,625 | New |
| Sentry Investment Management LLC | 1,621 | $459.0K | 0.20% | +1,621 | New |
| Clifford Swan Investment Counsel LLC | 1,620 | $458.6K | 0.02% | −126−7.2% | Reduced |
| Commerce Bank | 1,610 | $455.7K | 0.00% | +82+5.4% | Added |
| JustInvest LLC | 1,608 | $455.2K | 0.01% | +113+7.6% | Added |
| MAI Capital Management | 1,594 | $451.2K | 0.01% | +87+5.8% | Added |
| Daiwa Securities Group Inc. | 1,579 | $447.0K | 0.00% | +33+2.1% | Added |
| FirstPurpose Wealth LLC | 1,520 | $430.3K | 0.16% | −27−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,509 | $427.2K | 0.07% | +13+0.9% | 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 |
| Two Sigma Securities, LLC | 1,437 | $406.8K | 0.02% | +355+32.8% | Added |
| Centiva Capital, LP | 1,423 | $402.8K | 0.03% | +108+8.2% | Added |
| Parallel Advisors, LLC | 1,411 | $399.4K | 0.01% | +14+1.0% | Added |
| CWA Asset Management Group, LLC | 1,409 | $398.8K | 0.03% | +9+0.6% | Added |
| Nisa Investment Advisors, LLC | 1,400 | $396.3K | 0.00% | +1,400 | New |
| Pictet & Cie (Europe) SA | 1,390 | $393.5K | 0.01% | −1,027−42.5% | Reduced |
| Wahed Invest LLC | 1,388 | $392.9K | 0.11% | +116+9.1% | Added |
| Hilltop Holdings Inc. | 1,387 | $392.6K | 0.04% | +96+7.4% | Added |
| National Asset Management, Inc. | 1,366 | $386.7K | 0.01% | −625−31.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,363 | $385.8K | 0.00% | +189+16.1% | Added |