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, Q1 2024
Institutional positions in Icon PLC as of Mar 31, 2024. 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
- 648
- +49 vs. Q4 2023
- Shares held
- 78.0M
- −1.07M (−1.4%) vs. Q4 2023
- Total value
- $26.1B
- +$4.10B (+18.6%) vs. Q4 2023
- New holders
- 98
- 218 more added
- Sold out
- 49
- 234 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 217 | $72.9K | 0.00% | −14−6.1% | Reduced |
| Asset Management One Co.,Ltd. | 220 | $73.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 220 | $73.9K | 0.01% | +8+3.8% | Added |
| Financial Management Professionals, Inc. | 239 | $80.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 283 | $84.3K | 0.01% | +42+17.4% | Added |
| Covestor Ltd | 257 | $87.0K | 0.06% | −208−44.7% | Reduced |
| Bokf, NA | 273 | $90.6K | 0.00% | +54+24.7% | Added |
| Umb Bank N A | 271 | $91.0K | 0.00% | +271 | New |
| Nomura Asset Management Co Ltd | 281 | $94.4K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $100.8K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 360 | $101.9K | 0.00% | +360 | New |
| Proequities, Inc. | 320 | $107.5K | 0.01% | −58−15.3% | Reduced |
| Farther Finance Advisors, LLC | 363 | $120.4K | 0.01% | +22+6.5% | Added |
| Hollencrest Capital Management | 363 | $122.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 367 | $123.3K | 0.01% | +367 | New |
| Ramirez Asset Management, Inc. | 375 | $126.0K | 0.03% | +375 | New |
| First Horizon Advisors, Inc. | 427 | $143.4K | 0.00% | −42−9.0% | Reduced |
| FRG Family Wealth Advisors LLC | 500 | $148.9K | 0.03% | +500 | New |
| Capital Advisors, Ltd. LLC | 471 | $158.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 512 | $172.0K | 0.00% | +208+68.4% | Added |
| Spire Wealth Management | 532 | $178.7K | 0.00% | −100−15.8% | Reduced |
| Geneos Wealth Management Inc. | 549 | $184.4K | 0.01% | +6+1.1% | Added |
| Opal Wealth Advisors, LLC | 600 | $201.6K | 0.07% | +600 | New |
| Key Financial Inc | 603 | $202.6K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 608 | $204.3K | 0.00% | +608 | New |
| Veriti Management LLC | 610 | $204.9K | 0.02% | +610 | New |
| Rehmann Capital Advisory Group | 618 | $207.6K | 0.02% | +618 | New |
| Nebula Research & Development LLC | 622 | $209.0K | 0.05% | −2,439−79.7% | Reduced |
| Trinity Financial Advisors LLC | 627 | $210.6K | 0.09% | +627 | New |
| Csenge Advisory Group | 633 | $212.7K | 0.01% | +633 | New |
| Journey Strategic Wealth LLC | 637 | $214.0K | 0.01% | +637 | New |
| NBC Securities, Inc. | 618 | $217.0K | 0.02% | −108−14.9% | Reduced |
| Bridgefront Capital, LLC | 648 | $217.7K | 0.17% | +648 | New |
| Naples Global Advisors, LLC | 649 | $218.0K | 0.02% | +649 | New |
| First American Bank | 654 | $219.7K | 0.02% | +654 | New |
| Dorsey & Whitney Trust CO LLC | 659 | $221.4K | 0.02% | −173−20.8% | Reduced |
| Grove Bank & Trust | 659 | $221.4K | 0.04% | −53−7.4% | Reduced |
| One Wealth Advisors, LLC | 663 | $222.7K | 0.04% | +663 | New |
| We Are One Seven, LLC | 669 | $224.8K | 0.01% | −167−20.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 672 | $225.8K | 0.00% | +672 | New |
| Financial Counselors Inc | 673 | $226.1K | 0.00% | +673 | New |
| QSV Equity Investors LLC | 678 | $227.8K | 0.22% | +678 | New |
| Credential Qtrade Securities Inc. | 682 | $229.1K | 0.01% | −53−7.2% | Reduced |
| QRG Capital Management, Inc. | 690 | $231.8K | 0.00% | −49−6.6% | Reduced |
| Goldstein Advisors, LLC | 692 | $232.5K | 0.04% | −18−2.5% | Reduced |
| Kendall Capital Management | 693 | $232.8K | 0.08% | +693 | New |
| Kingsview Wealth Management, LLC | 695 | $233.5K | 0.01% | −49−6.6% | Reduced |
| Mutual Advisors, LLC | 697 | $234.2K | 0.01% | +697 | New |
| Trajan Wealth LLC | 699 | $234.8K | 0.02% | +699 | New |
| Norden Group LLC | 703 | $236.2K | 0.05% | +703 | New |
| Cigna Investments Inc | 718 | $241.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 724 | $243.0K | 0.00% | −8−1.1% | Reduced |
| Evernest Financial Advisors, LLC | 854 | $246.1K | 0.12% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 734 | $246.6K | 0.02% | +734 | New |
| Peapack Gladstone Financial Corp | 734 | $247.0K | 0.00% | −80−9.8% | Reduced |
| Martin Investment Management, LLC | 740 | $248.6K | 0.06% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 740 | $248.6K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 740 | $248.6K | 0.01% | +692+1,441.7% | Added |
| IFP Advisors, Inc | 749 | $251.6K | 0.01% | +1+0.1% | Added |
| Pacer Advisors, Inc. | 750 | $252.0K | 0.00% | −24−3.1% | Reduced |
| Forza Wealth Management, LLC | 751 | $252.3K | 0.13% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 757 | $254.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 757 | $254.3K | 0.00% | −204−21.2% | Reduced |
| Global Retirement Partners, LLC | 760 | $255.3K | 0.01% | +90+13.4% | Added |
| Eagle Wealth Strategies LLC | 770 | $255.4K | 0.21% | +4+0.5% | Added |
| Associated Banc-Corp | 766 | $257.3K | 0.01% | −253−24.8% | Reduced |
| American International Group, Inc. | 774 | $260.0K | 0.00% | −1−0.1% | Reduced |
| Centiva Capital, LP | 779 | $261.7K | 0.01% | −644−45.3% | Reduced |
| Kolinsky Wealth Management, LLC | 782 | $262.7K | 0.20% | −5−0.6% | Reduced |
| Credit Suisse AG | 784 | $263.4K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 787 | $264.4K | 0.02% | +787 | New |
| Aspen Grove Capital, LLC | 789 | $265.1K | 0.07% | +14+1.8% | Added |
| Parsons Capital Management Inc | 799 | $268.4K | 0.02% | −261−24.6% | Reduced |
| Quantinno Capital Management LP | 803 | $270.0K | 0.01% | −7−0.9% | Reduced |
| Bernardo Wealth Planning LLC | 805 | $270.4K | 0.08% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 810 | $272.1K | 0.28% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 813 | $273.0K | 0.01% | +101+14.2% | Added |
| Investment House LLC | 855 | $287.2K | 0.02% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 860 | $288.9K | 0.01% | +860 | New |
| Williams Jones Wealth Management, LLC. | 860 | $288.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 865 | $291.0K | 0.00% | −4,712−84.5% | Reduced |
| Holderness Investments Co | 875 | $294.0K | 0.07% | 00.0% | Unchanged |
| GFS Advisors, LLC | 878 | $295.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 890 | $299.0K | 0.00% | +890 | New |
| AQR Capital Management LLC | 909 | $303.2K | 0.00% | −226−19.9% | Reduced |
| Signaturefd, LLC | 905 | $304.0K | 0.01% | +165+22.3% | Added |
| Dana Investment Advisors, Inc. | 919 | $308.7K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 923 | $310.1K | 0.01% | +923 | New |
| NorthRock Partners, LLC | 928 | $311.8K | 0.01% | +22+2.4% | Added |
| Machina Capital S.A.S. | 929 | $312.1K | 0.16% | +929 | New |
| Steward Partners Investment Advisory, LLC | 940 | $315.8K | 0.00% | +99+11.8% | Added |
| Millennium Capital Advisors, LLC | 950 | $319.2K | 0.23% | 00.0% | Unchanged |
| First National Advisers, LLC | 952 | $319.8K | 0.07% | +952 | New |
| HSBC Holdings PLC | 964 | $323.9K | 0.00% | −3−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 964 | $323.9K | 0.03% | +3+0.3% | Added |
| Galvin, Gaustad & Stein, LLC | 972 | $326.5K | 0.03% | −25−2.5% | Reduced |
| UBS Oconnor LLC | 972 | $326.5K | 0.01% | +972 | New |
| TD Waterhouse Canada Inc. | 1,006 | $327.2K | 0.00% | −15−1.5% | Reduced |
| Ellevest, Inc. | 978 | $328.6K | 0.02% | −223−18.6% | Reduced |
| CAPROCK Group, Inc. | 988 | $331.9K | 0.02% | +988 | New |