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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 8,653 | $2.91M | 0.30% | −978−10.2% | Reduced |
| Shaker Investments LLC | 9,096 | $3.06M | 1.29% | +58+0.6% | Added |
| Pettee Investors, Inc. | 9,101 | $3.06M | 1.29% | 00.0% | Unchanged |
| JLB & Associates Inc | 9,179 | $3.08M | 0.41% | −1,912−17.2% | Reduced |
| Cumberland Partners Ltd | 9,285 | $3.12M | 0.23% | +4,035+76.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,319 | $3.13M | 0.00% | −20,188−68.4% | Reduced |
| Regions Financial Corp | 9,645 | $3.24M | 0.02% | −328−3.3% | Reduced |
| Glenmede Trust Co NA | 9,676 | $3.25M | 0.02% | +465+5.0% | Added |
| Qube Research & Technologies Ltd | 9,679 | $3.25M | 0.01% | −5,075−34.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 9,791 | $3.29M | 0.11% | +9,791 | New |
| Campbell & CO Investment Adviser LLC | 10,270 | $3.45M | 0.30% | −8,478−45.2% | Reduced |
| Snowden Capital Advisors LLC | 10,567 | $3.55M | 0.11% | −843−7.4% | Reduced |
| Advisor Group Holdings, Inc. | 10,623 | $3.57M | 0.01% | −40,428−79.2% | Reduced |
| Verdence Capital Advisors LLC | 10,647 | $3.58M | 0.33% | −1,453−12.0% | Reduced |
| Boothbay Fund Management, LLC | 10,733 | $3.61M | 0.11% | +442+4.3% | Added |
| SeaBridge Investment Advisors LLC | 11,100 | $3.73M | 0.98% | +1,069+10.7% | Added |
| Eldred Rock Partners, LLC | 11,550 | $3.88M | 2.11% | +471+4.3% | Added |
| Synovus Financial Corp | 11,912 | $4.00M | 0.05% | −1,577−11.7% | Reduced |
| Exencial Wealth Advisors, LLC | 11,976 | $4.02M | 0.15% | −1,382−10.3% | Reduced |
| USS Investment Management Ltd | 12,112 | $4.07M | 0.03% | +12,112 | New |
| Raymond James Financial Services Advisors, Inc. | 12,610 | $4.24M | 0.01% | −229−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,024 | $4.25M | 0.03% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 12,890 | $4.33M | 0.09% | +5,094+65.3% | Added |
| Manhattan West Asset Management, LLC | 13,144 | $4.42M | 1.06% | +1,343+11.4% | Added |
| Banque Pictet & Cie SA | 13,170 | $4.42M | 0.05% | −5,467−29.3% | Reduced |
| Lecap Asset Management Ltd | 13,725 | $4.61M | 0.96% | +13,725 | New |
| DnB Asset Management AS | 13,804 | $4.64M | 0.02% | −56−0.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 14,000 | $4.70M | 0.01% | +14,000 | New |
| Utah Retirement Systems | 14,087 | $4.73M | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,311 | $4.81M | 0.02% | −1,624−10.2% | Reduced |
| Jane Street Group, LLC | 14,433 | $4.85M | 0.01% | +6,249+76.4% | Added |
| Eagle Global Advisors LLC | 14,524 | $4.88M | 0.28% | +124+0.9% | Added |
| Calamos Advisors LLC | 14,740 | $4.95M | 0.02% | +4,910+49.9% | Added |
| Papp L Roy & Associates | 14,780 | $4.97M | 0.59% | −219−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 14,786 | $4.97M | 0.00% | −488−3.2% | Reduced |
| Altitude Crest Partners Inc. | 14,800 | $4.97M | 2.13% | +14,800 | New |
| Dimensional Fund Advisors LP | 15,160 | $5.09M | 0.00% | 00.0% | Unchanged |
| First National Bank of Omaha | 29,164 | $5.10M | 0.35% | +23,216+390.3% | Added |
| Eversept Partners, LP | 15,347 | $5.16M | 0.39% | −70−0.5% | Reduced |
| Burney Co | 15,509 | $5.21M | 0.20% | −113−0.7% | Reduced |
| Los Angeles Capital Management LLC | 15,557 | $5.23M | 0.02% | +6,438+70.6% | Added |
| Point72 Europe (London) LLP | 15,700 | $5.27M | 0.49% | +15,700 | New |
| Westover Capital Advisors, LLC | 15,773 | $5.30M | 1.55% | −280−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 15,777 | $5.30M | 0.41% | −848−5.1% | Reduced |
| Osborne Partners Capital Management, LLC | 16,102 | $5.41M | 0.33% | +490+3.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,038 | $5.72M | 0.02% | −1,332−7.3% | Reduced |
| Bleakley Financial Group, LLC | 17,118 | $5.75M | 0.17% | −2,299−11.8% | Reduced |
| Simplicity Wealth,LLC | 17,118 | $5.75M | 0.14% | +17,118 | New |
| Janney Montgomery Scott LLC | 17,664 | $5.93M | 0.02% | +917+5.5% | Added |
| Romano Brothers and Company | 17,842 | $5.99M | 0.82% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 18,133 | $6.09M | 0.62% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,591 | $6.25M | 0.03% | +627+3.5% | Added |
| Brasada Capital Management, LP | 19,083 | $6.41M | 1.15% | +2,320+13.8% | Added |
| Equitable Trust Co | 19,171 | $6.44M | 0.45% | +111+0.6% | Added |
| Trexquant Investment LP | 19,453 | $6.54M | 0.13% | +19,453 | New |
| Welch & Forbes LLC | 19,773 | $6.64M | 0.09% | −250−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 19,926 | $6.69M | 0.01% | −1,198−5.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 20,086 | $6.75M | 0.81% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 20,193 | $6.78M | 0.03% | +20,193 | New |
| Oppenheimer Asset Management Inc. | 21,552 | $7.24M | 0.11% | −7,024−24.6% | Reduced |
| ExodusPoint Capital Management, LP | 21,675 | $7.28M | 0.09% | +6,894+46.6% | Added |
| Allspring Global Investments Holdings, LLC | 22,673 | $7.62M | 0.01% | −29,704−56.7% | Reduced |
| Henry James International Management, Inc. | 23,675 | $7.95M | 2.45% | +2,335+10.9% | Added |
| Gateway Investment Advisers LLC | 24,021 | $8.07M | 0.09% | −1,865−7.2% | Reduced |
| Trillium Asset Management, LLC | 24,201 | $8.13M | 0.21% | −1,477−5.8% | Reduced |
| TownSquare Capital, LLC | 24,346 | $8.18M | 0.12% | +2,350+10.7% | Added |
| Susquehanna International Group, LLP | 24,960 | $8.39M | 0.01% | +24,175+3,079.6% | Added |
| US Bancorp | 25,102 | $8.43M | 0.01% | −3,250−11.5% | Reduced |
| Alerus Financial NA | 25,286 | $8.49M | 0.64% | −223−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 25,383 | $8.53M | 0.02% | +14,786+139.5% | Added |
| Brinker Capital Investments, LLC | 26,212 | $8.81M | 0.09% | −1,870−6.7% | Reduced |
| Orion Portfolio Solutions, LLC | 26,212 | $8.81M | 0.09% | −1,870−6.7% | Reduced |
| Cetera Investment Advisers | 27,572 | $9.26M | 0.02% | +22,701+466.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 28,099 | $9.44M | 0.01% | −1,135−3.9% | Reduced |
| Azimuth Capital Investment Management LLC | 28,259 | $9.49M | 0.39% | +978+3.6% | Added |
| Ativo Capital Management LLC | 28,290 | $9.50M | 9.53% | +16,750+145.1% | Added |
| Marks Group Wealth Management, Inc | 28,719 | $9.65M | 1.01% | −533−1.8% | Reduced |
| HighTower Advisors, LLC | 29,052 | $9.73M | 0.02% | −177−0.6% | Reduced |
| Truist Financial Corp | 29,264 | $9.83M | 0.01% | −10,640−26.7% | Reduced |
| DekaBank Deutsche Girozentrale | 30,885 | $10.1M | 0.02% | +5,151+20.0% | Added |
| Summit Creek Advisors LLC | 30,546 | $10.3M | 1.29% | −14,370−32.0% | Reduced |
| Royal London Asset Management Ltd | 30,583 | $10.3M | 0.03% | −845−2.7% | Reduced |
| Silvercrest Asset Management Group LLC | 30,584 | $10.3M | 0.07% | −860−2.7% | Reduced |
| Fred Alger Management, LLC | 30,826 | $10.4M | 0.05% | +4,994+19.3% | Added |
| Teachers Retirement System of the State of Kentucky | 31,300 | $10.5M | 0.09% | +5,400+20.8% | Added |
| Fayez Sarofim & Co | 31,540 | $10.6M | 0.03% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 31,900 | $10.7M | 0.04% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 31,901 | $10.7M | 2.92% | +31,901 | New |
| M&T Bank Corp | 32,569 | $10.9M | 0.04% | −684−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 32,760 | $11.0M | 0.00% | +1,508+4.8% | Added |
| Strategic Global Advisors, LLC | 33,414 | $11.2M | 2.42% | +2,388+7.7% | Added |
| Captrust Financial Advisors | 34,170 | $11.5M | 0.04% | +2,225+7.0% | Added |
| Russell Investments Group, Ltd. | 34,776 | $11.7M | 0.02% | −4,428−11.3% | Reduced |
| Driehaus Capital Management LLC | 36,032 | $12.1M | 0.12% | +36,032 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 36,822 | $12.1M | 0.05% | −1,620−4.2% | Reduced |
| Oribel Capital Management, LP | 36,700 | $12.3M | 1.42% | +28,700+358.8% | Added |
| Deutsche Bank AG | 36,719 | $12.3M | 0.01% | +2,692+7.9% | Added |
| Redmile Group, LLC | 36,949 | $12.4M | 0.46% | +36,949 | New |
| Premier Fund Managers Ltd | 37,792 | $12.5M | 0.49% | −12,812−25.3% | Reduced |
| Running Oak Capital LLC | 37,691 | $12.7M | 2.03% | +2,542+7.2% | Added |