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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 1,358 | $384.4K | 0.00% | +17+1.3% | Added |
| Fiduciary Family Office, LLC | 1,357 | $384.2K | 0.17% | +1,357 | New |
| GWM Advisors LLC | 1,421 | $379.5K | 0.00% | +9+0.6% | Added |
| Park National Corp | 1,298 | $367.4K | 0.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,297 | $367.1K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,265 | $358.1K | 0.09% | −1,496−54.2% | Reduced |
| Atria Wealth Solutions, Inc. | 1,256 | $355.5K | 0.00% | +98+8.5% | Added |
| Concurrent Investment Advisors, LLC | 1,246 | $352.7K | 0.02% | +1,246 | New |
| Huntington National Bank | 1,233 | $349.0K | 0.00% | −185−13.0% | Reduced |
| Great Lakes Advisors, LLC | 1,226 | $347.0K | 0.00% | +179+17.1% | Added |
| Hancock Whitney Corp | 1,225 | $346.8K | 0.01% | +24+2.0% | Added |
| TT International Asset Management LTD | 1,218 | $344.0K | 0.04% | +13+1.1% | Added |
| Kestra Private Wealth Services, LLC | 1,213 | $343.4K | 0.01% | +1,213 | New |
| Ellevest, Inc. | 1,201 | $340.0K | 0.02% | +1,201 | New |
| Great Lakes Retirement, Inc. | 1,187 | $336.0K | 0.06% | −80−6.3% | Reduced |
| Apollon Wealth Management, LLC | 1,184 | $335.2K | 0.01% | +1,184 | New |
| Penobscot Investment Management Company, Inc. | 1,164 | $329.5K | 0.04% | +14+1.2% | Added |
| Schroder Investment Management Group | 1,160 | $328.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,153 | $326.4K | 0.04% | +430+59.5% | Added |
| AQR Capital Management LLC | 1,135 | $321.3K | 0.00% | +131+13.0% | Added |
| Simplex Trading, LLC | 1,092 | $309.0K | 0.01% | +493+82.3% | Added |
| Cubist Systematic Strategies, LLC | 1,087 | $307.7K | 0.00% | +974+861.9% | Added |
| First National Bank of Hutchinson | 1,074 | $304.0K | 0.22% | −349−24.5% | Reduced |
| Mission Wealth Management, LP | 1,063 | $300.9K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,060 | $300.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $299.8K | 0.04% | 00.0% | Unchanged |
| DFPG Investments, LLC | 1,093 | $293.7K | 0.02% | −202−15.6% | Reduced |
| Associated Banc-Corp | 1,019 | $288.4K | 0.01% | −39−3.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,009 | $286.0K | 0.01% | +950+1,610.2% | Added |
| 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 |
| Altfest L J & Co Inc | 1,000 | $283.0K | 0.04% | −233−18.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 997 | $282.2K | 0.03% | −10−1.0% | Reduced |
| Catalytic Wealth RIA, LLC | 986 | $279.1K | 0.13% | +986 | New |
| TD Waterhouse Canada Inc. | 1,021 | $276.3K | 0.00% | −131−11.4% | Reduced |
| HSBC Holdings PLC | 967 | $273.7K | 0.00% | +61+6.7% | Added |
| Resonant Capital Advisors, LLC | 961 | $272.0K | 0.03% | −82−7.9% | Reduced |
| Assetmark, Inc | 961 | $272.0K | 0.00% | +304+46.3% | Added |
| Millennium Capital Advisors, LLC | 950 | $268.9K | 0.21% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 919 | $260.1K | 0.01% | −16−1.7% | Reduced |
| NorthRock Partners, LLC | 906 | $256.5K | 0.01% | +906 | New |
| Checchi Capital Advisers, LLC | 895 | $253.3K | 0.02% | 00.0% | Unchanged |
| GFS Advisors, LLC | 878 | $249.0K | 0.04% | 00.0% | Unchanged |
| Holderness Investments Co | 875 | $247.7K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 860 | $243.4K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 855 | $242.0K | 0.02% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 854 | $241.7K | 0.12% | +854 | New |
| Steward Partners Investment Advisory, LLC | 841 | $238.1K | 0.00% | −12−1.4% | Reduced |
| We Are One Seven, LLC | 836 | $236.6K | 0.01% | +836 | New |
| Dorsey & Whitney Trust CO LLC | 832 | $235.5K | 0.02% | −264−24.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 831 | $235.2K | 0.07% | +831 | New |
| Steel Peak Wealth Management LLC | 825 | $233.5K | 0.01% | −264−24.2% | Reduced |
| Ieq Capital, LLC | 813 | $230.1K | 0.00% | −107−11.6% | Reduced |
| Peapack Gladstone Financial Corp | 814 | $230.0K | 0.00% | −71−8.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 810 | $229.3K | 0.26% | +810 | New |
| Quantinno Capital Management LP | 810 | $229.0K | 0.01% | +810 | New |
| CIBC World Markets Inc. | 807 | $228.0K | 0.00% | −891−52.5% | Reduced |
| Bernardo Wealth Planning LLC | 805 | $227.9K | 0.07% | +805 | New |
| Americana Partners, LLC | 805 | $227.9K | 0.02% | +805 | New |
| Entropy Technologies, LP | 792 | $224.2K | 0.04% | +792 | New |
| Kolinsky Wealth Management, LLC | 787 | $222.8K | 0.20% | +787 | New |
| Susquehanna International Group, LLP | 785 | $222.2K | 0.00% | −212−21.3% | Reduced |
| Credit Suisse AG | 784 | $221.9K | 0.00% | −295−27.3% | 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 |
| Pacer Advisors, Inc. | 774 | $219.1K | 0.00% | −10−1.3% | Reduced |
| Eagle Wealth Strategies LLC | 766 | $216.8K | 0.13% | +766 | New |
| Tower Research Capital LLC (TRC) | 761 | $215.4K | 0.00% | −618−44.8% | Reduced |
| Aureus Asset Management, LLC | 757 | $214.3K | 0.02% | +757 | New |
| Forza Wealth Management, LLC | 751 | $212.6K | 0.12% | +751 | New |
| IFP Advisors, Inc | 748 | $211.7K | 0.01% | −438−36.9% | Reduced |
| Kingsview Wealth Management, LLC | 744 | $210.6K | 0.01% | +744 | 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 |
| QRG Capital Management, Inc. | 739 | $209.2K | 0.00% | +739 | New |
| GeoWealth Management, LLC | 738 | $209.0K | 0.02% | +738 | New |
| Cerity Partners LLC | 736 | $208.2K | 0.00% | +736 | New |
| Credential Qtrade Securities Inc. | 735 | $208.1K | 0.01% | −137−15.7% | Reduced |
| CWM, LLC | 732 | $207.0K | 0.00% | +128+21.2% | Added |
| Sciencast Management LP | 729 | $206.4K | 0.11% | +729 | New |
| NBC Securities, Inc. | 726 | $205.0K | 0.02% | +17+2.4% | Added |
| Cigna Investments Inc | 718 | $203.0K | 0.04% | +718 | New |
| Grove Bank & Trust | 712 | $201.5K | 0.04% | −18−2.5% | Reduced |
| Crossmark Global Holdings, Inc. | 712 | $201.0K | 0.00% | +712 | New |
| Goldstein Advisors, LLC | 710 | $201.0K | 0.03% | +710 | New |
| Key Financial Inc | 603 | $170.7K | 0.05% | −19−3.1% | Reduced |
| Global Retirement Partners, LLC | 670 | $168.1K | 0.01% | +37+5.8% | Added |
| Spire Wealth Management | 632 | $164.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 543 | $153.7K | 0.01% | −66−10.8% | Reduced |
| Capital Advisors, Ltd. LLC | 471 | $133.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 469 | $132.8K | 0.00% | +6+1.3% | Added |
| Covestor Ltd | 465 | $132.0K | 0.09% | −126−21.3% | Reduced |
| Centennial Bank | 445 | $126.0K | 0.08% | −735−62.3% | Reduced |
| Walleye Trading LLC | 400 | $113.2K | 0.00% | +400 | New |
| Proequities, Inc. | 378 | $107.0K | 0.01% | −140−27.0% | Reduced |
| Hollencrest Capital Management | 363 | $102.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 341 | $96.5K | 0.01% | +212+164.3% | Added |
| Allworth Financial LP | 304 | $86.1K | 0.00% | +31+11.4% | Added |