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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 2,502 | $839.0K | 0.00% | +488+24.2% | Added |
| Yousif Capital Management, LLC | 2,590 | $870.1K | 0.01% | +27+1.1% | Added |
| Capstone Investment Advisors, LLC | 2,592 | $870.8K | 0.02% | +2,592 | New |
| Private Advisor Group, LLC | 2,603 | $874.5K | 0.01% | −605−18.9% | Reduced |
| Harbor Capital Advisors, Inc. | 2,618 | $880.0K | 0.11% | +146+5.9% | Added |
| International Assets Investment Management, LLC | 2,665 | $884.1K | 0.09% | −10.0% | Reduced |
| Hayek Kallen Investment Management | 2,755 | $926.0K | 0.35% | −15−0.5% | Reduced |
| Castleark Management LLC | 2,770 | $930.6K | 0.04% | −470−14.5% | Reduced |
| Tectonic Advisors LLC | 2,784 | $935.3K | 0.07% | 00.0% | Unchanged |
| Sara-Bay Financial | 2,829 | $938.5K | 0.42% | +63+2.3% | Added |
| Advisory Services Network, LLC | 2,802 | $941.3K | 0.02% | −2−0.1% | Reduced |
| Virtus ETF Advisers LLC | 2,867 | $963.2K | 0.51% | +242+9.2% | Added |
| Entropy Technologies, LP | 2,879 | $967.2K | 0.10% | +2,087+263.5% | Added |
| Resources Investment Advisors, LLC. | 2,935 | $986.0K | 0.02% | −624−17.5% | Reduced |
| Marietta Investment Partners LLC | 3,012 | $1.01M | 0.22% | +394+15.0% | Added |
| SkyView Investment Advisors, LLC | 3,040 | $1.02M | 0.19% | +3,040 | New |
| Yarbrough Capital, LLC | 3,044 | $1.02M | 0.04% | +1,382+83.2% | Added |
| Aviva PLC | 3,048 | $1.02M | 0.00% | −13−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,053 | $1.03M | 0.01% | +13+0.4% | Added |
| DAGCO, Inc. | 3,110 | $1.04M | 0.48% | +3,110 | New |
| Aquatic Capital Management LLC | 3,200 | $1.08M | 0.04% | −4,000−55.6% | Reduced |
| Ossiam | 3,213 | $1.08M | 0.02% | −457−12.5% | Reduced |
| Raymond James Trust N.A. | 3,284 | $1.10M | 0.03% | −14−0.4% | Reduced |
| Whittier Trust Co | 3,295 | $1.11M | 0.02% | +593+21.9% | Added |
| Concentric Capital Strategies, LP | 3,339 | $1.12M | 0.07% | +3,339 | New |
| Ninety One SA (PTY) Ltd | 3,352 | $1.13M | 0.16% | −1,135−25.3% | Reduced |
| First Hawaiian Bank | 3,454 | $1.16M | 0.04% | −523−13.2% | Reduced |
| Pitcairn Co | 3,486 | $1.17M | 0.08% | +3,486 | New |
| FDx Advisors, Inc. | 3,525 | $1.18M | 0.18% | −3,411−49.2% | Reduced |
| Nwam LLC | 3,811 | $1.20M | 0.10% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,623 | $1.22M | 0.35% | −850−19.0% | Reduced |
| Greenwood Capital Associates LLC | 3,649 | $1.23M | 0.16% | −81−2.2% | Reduced |
| Portside Wealth Group, LLC | 3,655 | $1.23M | 0.23% | +651+21.7% | Added |
| XTX Topco Ltd | 3,685 | $1.24M | 0.17% | +1,383+60.1% | Added |
| Scientech Research LLC | 3,711 | $1.25M | 0.66% | +3,711 | New |
| Wealth Enhancement Advisory Services, LLC | 3,744 | $1.26M | 0.00% | +482+14.8% | Added |
| Eqis Capital Management, Inc. | 3,779 | $1.27M | 0.10% | −396−9.5% | Reduced |
| Rathbone Brothers plc | 3,800 | $1.28M | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,801 | $1.28M | 0.04% | +480+14.5% | Added |
| BancorpSouth Bank | 3,836 | $1.29M | 0.09% | +24+0.6% | Added |
| Confluence Investment Management LLC | 3,851 | $1.29M | 0.02% | −6−0.2% | Reduced |
| Dakota Wealth Management | 3,865 | $1.30M | 0.03% | −55−1.4% | Reduced |
| Motco | 3,882 | $1.30M | 0.08% | +59+1.5% | Added |
| Schechter Investment Advisors, LLC | 3,970 | $1.33M | 0.10% | −78−1.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,040 | $1.36M | 0.40% | +472+13.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,054 | $1.36M | 0.00% | −395−8.9% | Reduced |
| Xponance, Inc. | 4,123 | $1.39M | 0.01% | +18+0.4% | Added |
| Calamos Wealth Management LLC | 4,160 | $1.40M | 0.08% | +4,160 | New |
| Chartwell Investment Partners, LLC | 4,190 | $1.41M | 0.05% | −4,399−51.2% | Reduced |
| Montag & Caldwell, LLC | 4,261 | $1.43M | 0.25% | +199+4.9% | Added |
| Danske Bank A/S | 4,310 | $1.45M | 0.00% | +4,310 | New |
| Schonfeld Strategic Advisors LLC | 4,420 | $1.48M | 0.01% | +3,420+342.0% | Added |
| Buckingham Capital Management, Inc. | 4,442 | $1.49M | 0.18% | +831+23.0% | Added |
| Dynamic Technology Lab Private Ltd | 4,610 | $1.55M | 0.17% | +4,610 | New |
| Coldstream Capital Management Inc | 4,612 | $1.55M | 0.04% | +242+5.5% | Added |
| 1832 Asset Management L.P. | 4,632 | $1.56M | 0.00% | +4,632 | New |
| Commonwealth Equity Services, LLC | 4,668 | $1.57M | 0.00% | +186+4.1% | Added |
| Amalgamated Bank | 4,704 | $1.58M | 0.01% | −5,067−51.9% | Reduced |
| Redmond Asset Management, LLC | 4,856 | $1.63M | 0.52% | +371+8.3% | Added |
| Mariner, LLC | 5,052 | $1.70M | 0.00% | +274+5.7% | Added |
| Wealthcare Advisory Partners LLC | 5,117 | $1.72M | 0.06% | +5,117 | New |
| Cullen Investment Group, Ltd. | 5,464 | $1.76M | 0.28% | −260−4.5% | Reduced |
| Allianz Asset Management GmbH | 5,298 | $1.78M | 0.00% | +2,263+74.6% | Added |
| Tealwood Asset Management Inc | 5,315 | $1.79M | 0.80% | −108−2.0% | Reduced |
| Park Avenue Securities LLC | 5,320 | $1.79M | 0.02% | −132−2.4% | Reduced |
| Stephens Inc | 5,454 | $1.83M | 0.03% | +337+6.6% | Added |
| Maryland State Retirement & Pension System | 6,394 | $1.86M | 0.04% | +173+2.8% | Added |
| Personal Cfo Solutions, LLC | 5,563 | $1.87M | 0.29% | −194−3.4% | Reduced |
| Ethic Inc. | 5,700 | $1.91M | 0.05% | +1,336+30.6% | Added |
| STRS Ohio | 5,876 | $1.97M | 0.01% | +232+4.1% | Added |
| GAM Holding AG | 5,992 | $2.01M | 0.15% | −230−3.7% | Reduced |
| Pearl River Capital, LLC | 6,068 | $2.04M | 0.32% | +6,068 | New |
| Robeco Institutional Asset Management B.V. | 6,102 | $2.05M | 0.00% | +35+0.6% | Added |
| Washington Trust Advisors, Inc. | 6,194 | $2.08M | 0.19% | −16−0.3% | Reduced |
| Fisher Asset Management, LLC | 6,519 | $2.19M | 0.00% | −41−0.6% | Reduced |
| Live Oak Private Wealth LLC | 6,633 | $2.23M | 0.39% | +77+1.2% | Added |
| Connable Office Inc | 6,652 | $2.23M | 0.25% | −223−3.2% | Reduced |
| Pittenger & Anderson Inc | 6,695 | $2.25M | 0.09% | +3,860+136.2% | Added |
| Diamond Hill Capital Management Inc | 6,741 | $2.26M | 0.01% | +2,142+46.6% | Added |
| Bangor Savings Bank | 6,781 | $2.28M | 0.23% | −774−10.2% | Reduced |
| Transatlantique Private Wealth LLC | 6,858 | $2.28M | 1.00% | +70+1.0% | Added |
| FACT Capital, LP | 6,830 | $2.29M | 0.83% | −79,033−92.0% | Reduced |
| Dynasty Wealth Management, LLC | 6,891 | $2.32M | 0.07% | +6,891 | New |
| Prudential Financial Inc | 6,911 | $2.32M | 0.00% | −189−2.7% | Reduced |
| SYSTM Wealth Solutions LLC | 7,044 | $2.37M | 0.30% | +151+2.2% | Added |
| Engineers Gate Manager LP | 7,299 | $2.45M | 0.06% | −21,484−74.6% | Reduced |
| Atria Investments LLC | 7,491 | $2.52M | 0.03% | −217−2.8% | Reduced |
| Mackenzie Financial Corp | 7,578 | $2.55M | 0.00% | +10.0% | Added |
| Diversified Trust Co | 7,622 | $2.56M | 0.08% | −672−8.1% | Reduced |
| Kestra Advisory Services, LLC | 7,705 | $2.59M | 0.02% | +121+1.6% | Added |
| Pacific Capital Partners Ltd | 154,438 | $2.60M | 1.70% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,795 | $2.62M | 0.04% | −2,767−26.2% | Reduced |
| Rice Hall James & Associates, LLC | 7,935 | $2.67M | 0.15% | −2,195−21.7% | Reduced |
| Sectoral Asset Management Inc | 7,943 | $2.67M | 1.05% | −2,260−22.2% | Reduced |
| Mitchell Capital Management Co | 8,048 | $2.70M | 0.52% | +434+5.7% | Added |
| Holocene Advisors, LP | 8,198 | $2.75M | 0.01% | −23,180−73.9% | Reduced |
| California State Teachers Retirement System | 8,406 | $2.82M | 0.00% | −5,276−38.6% | Reduced |
| Thor Investment Management Inc | 8,469 | $2.85M | 2.26% | +16+0.2% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 8,519 | $2.86M | 0.70% | +8,519 | New |
| Highland Capital Management, LLC | 8,612 | $2.89M | 0.17% | 00.0% | Unchanged |