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 |
|---|---|---|---|---|---|
| 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 |
| Envestnet Portfolio Solutions, Inc. | 17,038 | $5.72M | 0.02% | −1,332−7.3% | Reduced |
| Osborne Partners Capital Management, LLC | 16,102 | $5.41M | 0.33% | +490+3.1% | Added |
| Mount Yale Investment Advisors, LLC | 15,777 | $5.30M | 0.41% | −848−5.1% | Reduced |
| Westover Capital Advisors, LLC | 15,773 | $5.30M | 1.55% | −280−1.7% | Reduced |
| Point72 Europe (London) LLP | 15,700 | $5.27M | 0.49% | +15,700 | New |
| Los Angeles Capital Management LLC | 15,557 | $5.23M | 0.02% | +6,438+70.6% | Added |
| Burney Co | 15,509 | $5.21M | 0.20% | −113−0.7% | Reduced |
| Eversept Partners, LP | 15,347 | $5.16M | 0.39% | −70−0.5% | Reduced |
| First National Bank of Omaha | 29,164 | $5.10M | 0.35% | +23,216+390.3% | Added |
| Dimensional Fund Advisors LP | 15,160 | $5.09M | 0.00% | 00.0% | Unchanged |
| Altitude Crest Partners Inc. | 14,800 | $4.97M | 2.13% | +14,800 | New |
| The PNC Financial Services Group, Inc. | 14,786 | $4.97M | 0.00% | −488−3.2% | Reduced |
| Papp L Roy & Associates | 14,780 | $4.97M | 0.59% | −219−1.5% | Reduced |
| Calamos Advisors LLC | 14,740 | $4.95M | 0.02% | +4,910+49.9% | Added |
| Eagle Global Advisors LLC | 14,524 | $4.88M | 0.28% | +124+0.9% | Added |
| Jane Street Group, LLC | 14,433 | $4.85M | 0.01% | +6,249+76.4% | Added |
| MML Investors Services, LLC | 14,311 | $4.81M | 0.02% | −1,624−10.2% | Reduced |
| Utah Retirement Systems | 14,087 | $4.73M | 0.06% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 14,000 | $4.70M | 0.01% | +14,000 | New |
| DnB Asset Management AS | 13,804 | $4.64M | 0.02% | −56−0.4% | Reduced |
| Lecap Asset Management Ltd | 13,725 | $4.61M | 0.96% | +13,725 | New |
| Banque Pictet & Cie SA | 13,170 | $4.42M | 0.05% | −5,467−29.3% | Reduced |
| Manhattan West Asset Management, LLC | 13,144 | $4.42M | 1.06% | +1,343+11.4% | Added |
| Kennedy Capital Management, Inc. | 12,890 | $4.33M | 0.09% | +5,094+65.3% | Added |
| Federation des caisses Desjardins du Quebec | 15,024 | $4.25M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,610 | $4.24M | 0.01% | −229−1.8% | Reduced |
| USS Investment Management Ltd | 12,112 | $4.07M | 0.03% | +12,112 | New |
| Exencial Wealth Advisors, LLC | 11,976 | $4.02M | 0.15% | −1,382−10.3% | Reduced |
| Synovus Financial Corp | 11,912 | $4.00M | 0.05% | −1,577−11.7% | Reduced |
| Eldred Rock Partners, LLC | 11,550 | $3.88M | 2.11% | +471+4.3% | Added |
| SeaBridge Investment Advisors LLC | 11,100 | $3.73M | 0.98% | +1,069+10.7% | Added |
| Boothbay Fund Management, LLC | 10,733 | $3.61M | 0.11% | +442+4.3% | Added |
| Verdence Capital Advisors LLC | 10,647 | $3.58M | 0.33% | −1,453−12.0% | Reduced |
| Advisor Group Holdings, Inc. | 10,623 | $3.57M | 0.01% | −40,428−79.2% | Reduced |
| Snowden Capital Advisors LLC | 10,567 | $3.55M | 0.11% | −843−7.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,270 | $3.45M | 0.30% | −8,478−45.2% | Reduced |
| Hardman Johnston Global Advisors LLC | 9,791 | $3.29M | 0.11% | +9,791 | New |
| Qube Research & Technologies Ltd | 9,679 | $3.25M | 0.01% | −5,075−34.4% | Reduced |
| Glenmede Trust Co NA | 9,676 | $3.25M | 0.02% | +465+5.0% | Added |
| Regions Financial Corp | 9,645 | $3.24M | 0.02% | −328−3.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,319 | $3.13M | 0.00% | −20,188−68.4% | Reduced |
| Cumberland Partners Ltd | 9,285 | $3.12M | 0.23% | +4,035+76.9% | Added |
| JLB & Associates Inc | 9,179 | $3.08M | 0.41% | −1,912−17.2% | Reduced |
| Pettee Investors, Inc. | 9,101 | $3.06M | 1.29% | 00.0% | Unchanged |
| Shaker Investments LLC | 9,096 | $3.06M | 1.29% | +58+0.6% | Added |
| CWM Advisors, LLC | 8,653 | $2.91M | 0.30% | −978−10.2% | Reduced |
| Highland Capital Management, LLC | 8,612 | $2.89M | 0.17% | 00.0% | Unchanged |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 8,519 | $2.86M | 0.70% | +8,519 | New |
| Thor Investment Management Inc | 8,469 | $2.85M | 2.26% | +16+0.2% | Added |
| California State Teachers Retirement System | 8,406 | $2.82M | 0.00% | −5,276−38.6% | Reduced |
| Holocene Advisors, LP | 8,198 | $2.75M | 0.01% | −23,180−73.9% | Reduced |
| Mitchell Capital Management Co | 8,048 | $2.70M | 0.52% | +434+5.7% | Added |
| Sectoral Asset Management Inc | 7,943 | $2.67M | 1.05% | −2,260−22.2% | Reduced |
| Rice Hall James & Associates, LLC | 7,935 | $2.67M | 0.15% | −2,195−21.7% | Reduced |
| Quadrature Capital Ltd | 7,795 | $2.62M | 0.04% | −2,767−26.2% | Reduced |
| Pacific Capital Partners Ltd | 154,438 | $2.60M | 1.70% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,705 | $2.59M | 0.02% | +121+1.6% | Added |
| Diversified Trust Co | 7,622 | $2.56M | 0.08% | −672−8.1% | Reduced |
| Mackenzie Financial Corp | 7,578 | $2.55M | 0.00% | +10.0% | Added |
| Atria Investments LLC | 7,491 | $2.52M | 0.03% | −217−2.8% | Reduced |
| Engineers Gate Manager LP | 7,299 | $2.45M | 0.06% | −21,484−74.6% | Reduced |
| SYSTM Wealth Solutions LLC | 7,044 | $2.37M | 0.30% | +151+2.2% | Added |
| Prudential Financial Inc | 6,911 | $2.32M | 0.00% | −189−2.7% | Reduced |
| Dynasty Wealth Management, LLC | 6,891 | $2.32M | 0.07% | +6,891 | New |
| FACT Capital, LP | 6,830 | $2.29M | 0.83% | −79,033−92.0% | Reduced |
| Transatlantique Private Wealth LLC | 6,858 | $2.28M | 1.00% | +70+1.0% | Added |
| Bangor Savings Bank | 6,781 | $2.28M | 0.23% | −774−10.2% | Reduced |
| Diamond Hill Capital Management Inc | 6,741 | $2.26M | 0.01% | +2,142+46.6% | Added |
| Pittenger & Anderson Inc | 6,695 | $2.25M | 0.09% | +3,860+136.2% | Added |
| Connable Office Inc | 6,652 | $2.23M | 0.25% | −223−3.2% | Reduced |
| Live Oak Private Wealth LLC | 6,633 | $2.23M | 0.39% | +77+1.2% | Added |
| Fisher Asset Management, LLC | 6,519 | $2.19M | 0.00% | −41−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 6,194 | $2.08M | 0.19% | −16−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,102 | $2.05M | 0.00% | +35+0.6% | Added |
| Pearl River Capital, LLC | 6,068 | $2.04M | 0.32% | +6,068 | New |
| GAM Holding AG | 5,992 | $2.01M | 0.15% | −230−3.7% | Reduced |
| STRS Ohio | 5,876 | $1.97M | 0.01% | +232+4.1% | Added |
| Ethic Inc. | 5,700 | $1.91M | 0.05% | +1,336+30.6% | Added |
| Personal Cfo Solutions, LLC | 5,563 | $1.87M | 0.29% | −194−3.4% | Reduced |
| Maryland State Retirement & Pension System | 6,394 | $1.86M | 0.04% | +173+2.8% | Added |
| Stephens Inc | 5,454 | $1.83M | 0.03% | +337+6.6% | Added |
| Park Avenue Securities LLC | 5,320 | $1.79M | 0.02% | −132−2.4% | Reduced |
| Tealwood Asset Management Inc | 5,315 | $1.79M | 0.80% | −108−2.0% | Reduced |
| Allianz Asset Management GmbH | 5,298 | $1.78M | 0.00% | +2,263+74.6% | Added |
| Cullen Investment Group, Ltd. | 5,464 | $1.76M | 0.28% | −260−4.5% | Reduced |
| Wealthcare Advisory Partners LLC | 5,117 | $1.72M | 0.06% | +5,117 | New |
| Mariner, LLC | 5,052 | $1.70M | 0.00% | +274+5.7% | Added |
| Redmond Asset Management, LLC | 4,856 | $1.63M | 0.52% | +371+8.3% | Added |
| Amalgamated Bank | 4,704 | $1.58M | 0.01% | −5,067−51.9% | Reduced |
| Commonwealth Equity Services, LLC | 4,668 | $1.57M | 0.00% | +186+4.1% | Added |
| 1832 Asset Management L.P. | 4,632 | $1.56M | 0.00% | +4,632 | New |
| Coldstream Capital Management Inc | 4,612 | $1.55M | 0.04% | +242+5.5% | Added |
| Dynamic Technology Lab Private Ltd | 4,610 | $1.55M | 0.17% | +4,610 | New |
| Buckingham Capital Management, Inc. | 4,442 | $1.49M | 0.18% | +831+23.0% | Added |
| Schonfeld Strategic Advisors LLC | 4,420 | $1.48M | 0.01% | +3,420+342.0% | Added |
| Danske Bank A/S | 4,310 | $1.45M | 0.00% | +4,310 | New |
| Montag & Caldwell, LLC | 4,261 | $1.43M | 0.25% | +199+4.9% | Added |
| Chartwell Investment Partners, LLC | 4,190 | $1.41M | 0.05% | −4,399−51.2% | Reduced |