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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 995 | $334.3K | 0.00% | −368−27.0% | Reduced |
| Bradley Foster & Sargent Inc | 1,000 | $335.9K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $335.9K | 0.12% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,019 | $338.0K | 0.02% | +1,019 | New |
| GeoWealth Management, LLC | 1,007 | $338.3K | 0.01% | +269+36.4% | Added |
| Pictet & Cie (Europe) SA | 1,009 | $339.0K | 0.01% | −381−27.4% | Reduced |
| Ieq Capital, LLC | 1,018 | $342.0K | 0.00% | +205+25.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $355.8K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,063 | $357.1K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,067 | $359.0K | 0.01% | +58+5.7% | Added |
| Catalytic Wealth RIA, LLC | 1,071 | $359.8K | 0.07% | +85+8.6% | Added |
| Americana Partners, LLC | 1,084 | $364.2K | 0.03% | +279+34.7% | Added |
| Hancock Whitney Corp | 1,099 | $369.2K | 0.01% | −126−10.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,105 | $371.2K | 0.04% | −48−4.2% | Reduced |
| Apollon Wealth Management, LLC | 1,122 | $376.9K | 0.01% | −62−5.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,125 | $377.9K | 0.01% | +364+47.8% | Added |
| First National Bank of Hutchinson | 1,135 | $381.3K | 0.25% | +61+5.7% | Added |
| Great Lakes Retirement, Inc. | 1,152 | $387.2K | 0.06% | −35−2.9% | Reduced |
| Altfest L J & Co Inc | 1,154 | $388.0K | 0.06% | +154+15.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 1,176 | $395.1K | 0.14% | +1,176 | New |
| Concurrent Investment Advisors, LLC | 1,223 | $410.9K | 0.02% | −23−1.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,224 | $411.2K | 0.04% | +60+5.2% | Added |
| Avitas Wealth Management LLC | 1,228 | $412.5K | 0.06% | +1,228 | New |
| Graham Capital Management, L.P. | 1,240 | $416.6K | 0.01% | +1,240 | New |
| Community Financial Services Group, LLC | 1,285 | $431.7K | 0.10% | +1,285 | New |
| Schroder Investment Management Group | 1,286 | $432.0K | 0.00% | +126+10.9% | Added |
| CWA Asset Management Group, LLC | 1,294 | $434.7K | 0.03% | −115−8.2% | Reduced |
| Wrapmanager Inc | 1,303 | $437.7K | 0.12% | −979−42.9% | Reduced |
| Beacon Pointe Advisors, LLC | 1,306 | $438.8K | 0.00% | −798−37.9% | Reduced |
| Park National Corp | 1,309 | $439.8K | 0.02% | +11+0.8% | Added |
| State of Wyoming | 1,315 | $441.8K | 0.07% | +1,105+526.2% | Added |
| Kestra Private Wealth Services, LLC | 1,319 | $443.1K | 0.01% | +106+8.7% | Added |
| Empowered Funds, LLC | 1,320 | $443.5K | 0.01% | +1,320 | New |
| Advisors Asset Management, Inc. | 1,330 | $446.8K | 0.01% | −703−34.6% | Reduced |
| Lincoln National Corp | 1,338 | $449.5K | 0.01% | −314−19.0% | Reduced |
| Fifth Third Bancorp | 1,345 | $451.9K | 0.00% | −524−28.0% | Reduced |
| FirstPurpose Wealth LLC | 1,449 | $452.8K | 0.16% | −71−4.7% | Reduced |
| Fiduciary Family Office, LLC | 1,357 | $456.0K | 0.18% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,358 | $456.2K | 0.05% | +1,358 | New |
| American Trust | 1,391 | $467.3K | 0.04% | −236−14.5% | Reduced |
| Merit Financial Group, LLC | 1,515 | $468.2K | 0.01% | +1,515 | New |
| Avantax Advisory Services, Inc. | 1,395 | $468.5K | 0.00% | +37+2.7% | Added |
| Nisa Investment Advisors, LLC | 1,400 | $470.3K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,404 | $472.0K | 0.00% | −175−11.1% | Reduced |
| Granite Group Advisors, LLC | 1,411 | $474.0K | 0.32% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,412 | $474.4K | 0.01% | +1+0.1% | Added |
| GWM Advisors LLC | 1,436 | $482.4K | 0.00% | +15+1.1% | Added |
| Huntington National Bank | 1,448 | $486.5K | 0.00% | +215+17.4% | Added |
| National Asset Management, Inc. | 1,991 | $490.3K | 0.01% | +625+45.8% | Added |
| Commerce Bank | 1,495 | $502.2K | 0.00% | −115−7.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,504 | $505.3K | 0.01% | +34+2.3% | Added |
| NorthCrest Asset Manangement, LLC | 1,510 | $507.3K | 0.02% | +40+2.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,515 | $509.0K | 0.07% | +6+0.4% | Added |
| Hilltop Holdings Inc. | 1,515 | $509.0K | 0.06% | +128+9.2% | Added |
| MAI Capital Management | 1,564 | $525.4K | 0.01% | −30−1.9% | Reduced |
| Wahed Invest LLC | 1,590 | $534.2K | 0.12% | +202+14.6% | Added |
| Guggenheim Capital LLC | 1,610 | $540.9K | 0.00% | −190−10.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,620 | $544.2K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,621 | $545.0K | 0.21% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,802 | $552.2K | 0.02% | −739−29.1% | Reduced |
| Principal Securities, Inc. | 1,680 | $564.4K | 0.02% | −250−13.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,680 | $564.4K | 0.01% | +55+3.4% | Added |
| CIBC Asset Management Inc | 1,703 | $572.1K | 0.00% | −3−0.2% | Reduced |
| JustInvest LLC | 1,740 | $584.6K | 0.01% | +132+8.2% | Added |
| D.A. Davidson & Co. | 1,787 | $600.3K | 0.01% | −120−6.3% | Reduced |
| United Capital Financial Advisers, LLC | 1,806 | $606.7K | 0.01% | −169−8.6% | Reduced |
| Malaga Cove Capital, LLC | 1,821 | $611.8K | 0.25% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 1,828 | $614.1K | 0.05% | −836−31.4% | Reduced |
| Eagle Harbor Asset Management Inc | 1,835 | $616.5K | 0.66% | −47−2.5% | Reduced |
| Stephenson National Bank & Trust | 1,852 | $622.2K | 0.21% | +186+11.2% | Added |
| Atria Wealth Solutions, Inc. | 1,894 | $636.3K | 0.01% | +638+50.8% | Added |
| Integrated Wealth Concepts LLC | 1,904 | $639.7K | 0.01% | −24−1.2% | Reduced |
| Fulton Bank, N.A. | 1,945 | $653.4K | 0.03% | −35−1.8% | Reduced |
| Financial Advocates Investment Management | 1,945 | $653.4K | 0.04% | +20+1.0% | Added |
| Mercer Global Advisors Inc | 1,979 | $670.0K | 0.00% | −64−3.1% | Reduced |
| Cresset Asset Management, LLC | 2,010 | $675.3K | 0.00% | +337+20.1% | Added |
| Trust Point Inc. | 2,079 | $698.4K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,086 | $700.8K | 0.08% | +80+4.0% | Added |
| MetLife Investment Management | 2,092 | $702.8K | 0.00% | +6+0.3% | Added |
| Somerset Trust Co | 2,112 | $709.5K | 0.29% | −20−0.9% | Reduced |
| Tiaa Trust, National Association | 2,113 | $709.9K | 0.00% | −234−10.0% | Reduced |
| Groesbeck Investment Management Corp | 2,161 | $726.0K | 0.77% | −25−1.1% | Reduced |
| Purus Wealth Management, LLC | 2,191 | $736.1K | 0.36% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,196 | $737.7K | 0.21% | +3+0.1% | Added |
| Archer Investment Corp | 2,200 | $739.1K | 0.22% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 2,233 | $750.2K | 0.03% | −23−1.0% | Reduced |
| WR Wealth Planners, LLC | 2,254 | $757.2K | 0.24% | +119+5.6% | Added |
| Old National Bancorp | 2,274 | $764.0K | 0.02% | −987−30.3% | Reduced |
| Pinnacle Associates Ltd | 2,284 | $767.3K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,290 | $769.0K | 0.03% | +143+6.7% | Added |
| Monticello Wealth Management, LLC | 2,327 | $781.8K | 0.07% | +1,030+79.4% | Added |
| HighPoint Advisor Group LLC | 2,547 | $788.0K | 0.06% | −53−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,386 | $802.0K | 0.00% | +450+23.2% | Added |
| Zions Bancorporation, N.A. | 2,397 | $805.3K | 0.06% | +83+3.6% | Added |
| Gibbs Wealth Management | 2,408 | $809.0K | 0.46% | +2,408 | New |
| Wolverine Trading, LLC | 2,424 | $814.3K | 0.01% | +34+1.4% | Added |
| Yorktown Management & Research Co Inc | 2,450 | $823.1K | 0.78% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,455 | $824.7K | 0.00% | +1,719+233.6% | Added |
| Steel Peak Wealth Management LLC | 2,468 | $829.1K | 0.04% | +1,643+199.2% | Added |
| Choate Investment Advisors | 2,470 | $829.8K | 0.02% | 00.0% | Unchanged |