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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 4,160 | $1.40M | 0.08% | +4,160 | New |
| Xponance, Inc. | 4,123 | $1.39M | 0.01% | +18+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,054 | $1.36M | 0.00% | −395−8.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,040 | $1.36M | 0.40% | +472+13.2% | Added |
| Schechter Investment Advisors, LLC | 3,970 | $1.33M | 0.10% | −78−1.9% | Reduced |
| Motco | 3,882 | $1.30M | 0.08% | +59+1.5% | Added |
| Dakota Wealth Management | 3,865 | $1.30M | 0.03% | −55−1.4% | Reduced |
| Confluence Investment Management LLC | 3,851 | $1.29M | 0.02% | −6−0.2% | Reduced |
| BancorpSouth Bank | 3,836 | $1.29M | 0.09% | +24+0.6% | Added |
| TD Private Client Wealth LLC | 3,801 | $1.28M | 0.04% | +480+14.5% | Added |
| Rathbone Brothers plc | 3,800 | $1.28M | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,779 | $1.27M | 0.10% | −396−9.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,744 | $1.26M | 0.00% | +482+14.8% | Added |
| Scientech Research LLC | 3,711 | $1.25M | 0.66% | +3,711 | New |
| XTX Topco Ltd | 3,685 | $1.24M | 0.17% | +1,383+60.1% | Added |
| Portside Wealth Group, LLC | 3,655 | $1.23M | 0.23% | +651+21.7% | Added |
| Greenwood Capital Associates LLC | 3,649 | $1.23M | 0.16% | −81−2.2% | Reduced |
| Covenant Partners, LLC | 3,623 | $1.22M | 0.35% | −850−19.0% | Reduced |
| Nwam LLC | 3,811 | $1.20M | 0.10% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,525 | $1.18M | 0.18% | −3,411−49.2% | Reduced |
| Pitcairn Co | 3,486 | $1.17M | 0.08% | +3,486 | New |
| First Hawaiian Bank | 3,454 | $1.16M | 0.04% | −523−13.2% | Reduced |
| Ninety One SA (PTY) Ltd | 3,352 | $1.13M | 0.16% | −1,135−25.3% | Reduced |
| Concentric Capital Strategies, LP | 3,339 | $1.12M | 0.07% | +3,339 | New |
| Whittier Trust Co | 3,295 | $1.11M | 0.02% | +593+21.9% | Added |
| Raymond James Trust N.A. | 3,284 | $1.10M | 0.03% | −14−0.4% | Reduced |
| Ossiam | 3,213 | $1.08M | 0.02% | −457−12.5% | Reduced |
| Aquatic Capital Management LLC | 3,200 | $1.08M | 0.04% | −4,000−55.6% | Reduced |
| DAGCO, Inc. | 3,110 | $1.04M | 0.48% | +3,110 | New |
| O'Shaughnessy Asset Management, LLC | 3,053 | $1.03M | 0.01% | +13+0.4% | Added |
| Aviva PLC | 3,048 | $1.02M | 0.00% | −13−0.4% | Reduced |
| Yarbrough Capital, LLC | 3,044 | $1.02M | 0.04% | +1,382+83.2% | Added |
| SkyView Investment Advisors, LLC | 3,040 | $1.02M | 0.19% | +3,040 | New |
| Marietta Investment Partners LLC | 3,012 | $1.01M | 0.22% | +394+15.0% | Added |
| Resources Investment Advisors, LLC. | 2,935 | $986.0K | 0.02% | −624−17.5% | Reduced |
| Entropy Technologies, LP | 2,879 | $967.2K | 0.10% | +2,087+263.5% | Added |
| Virtus ETF Advisers LLC | 2,867 | $963.2K | 0.51% | +242+9.2% | Added |
| Advisory Services Network, LLC | 2,802 | $941.3K | 0.02% | −2−0.1% | Reduced |
| Sara-Bay Financial | 2,829 | $938.5K | 0.42% | +63+2.3% | Added |
| Tectonic Advisors LLC | 2,784 | $935.3K | 0.07% | 00.0% | Unchanged |
| Castleark Management LLC | 2,770 | $930.6K | 0.04% | −470−14.5% | Reduced |
| Hayek Kallen Investment Management | 2,755 | $926.0K | 0.35% | −15−0.5% | Reduced |
| International Assets Investment Management, LLC | 2,665 | $884.1K | 0.09% | −10.0% | Reduced |
| Harbor Capital Advisors, Inc. | 2,618 | $880.0K | 0.11% | +146+5.9% | Added |
| Private Advisor Group, LLC | 2,603 | $874.5K | 0.01% | −605−18.9% | Reduced |
| Capstone Investment Advisors, LLC | 2,592 | $870.8K | 0.02% | +2,592 | New |
| Yousif Capital Management, LLC | 2,590 | $870.1K | 0.01% | +27+1.1% | Added |
| Acadian Asset Management LLC | 2,502 | $839.0K | 0.00% | +488+24.2% | Added |
| Choate Investment Advisors | 2,470 | $829.8K | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,468 | $829.1K | 0.04% | +1,643+199.2% | Added |
| Cerity Partners LLC | 2,455 | $824.7K | 0.00% | +1,719+233.6% | Added |
| Yorktown Management & Research Co Inc | 2,450 | $823.1K | 0.78% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,424 | $814.3K | 0.01% | +34+1.4% | Added |
| Gibbs Wealth Management | 2,408 | $809.0K | 0.46% | +2,408 | New |
| Zions Bancorporation, N.A. | 2,397 | $805.3K | 0.06% | +83+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,386 | $802.0K | 0.00% | +450+23.2% | Added |
| HighPoint Advisor Group LLC | 2,547 | $788.0K | 0.06% | −53−2.0% | Reduced |
| Monticello Wealth Management, LLC | 2,327 | $781.8K | 0.07% | +1,030+79.4% | Added |
| Banque Cantonale Vaudoise | 2,290 | $769.0K | 0.03% | +143+6.7% | Added |
| Pinnacle Associates Ltd | 2,284 | $767.3K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 2,274 | $764.0K | 0.02% | −987−30.3% | Reduced |
| WR Wealth Planners, LLC | 2,254 | $757.2K | 0.24% | +119+5.6% | Added |
| Emerald Advisers, LLC | 2,233 | $750.2K | 0.03% | −23−1.0% | Reduced |
| Archer Investment Corp | 2,200 | $739.1K | 0.22% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,196 | $737.7K | 0.21% | +3+0.1% | Added |
| Purus Wealth Management, LLC | 2,191 | $736.1K | 0.36% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 2,161 | $726.0K | 0.77% | −25−1.1% | Reduced |
| Tiaa Trust, National Association | 2,113 | $709.9K | 0.00% | −234−10.0% | Reduced |
| Somerset Trust Co | 2,112 | $709.5K | 0.29% | −20−0.9% | Reduced |
| MetLife Investment Management | 2,092 | $702.8K | 0.00% | +6+0.3% | Added |
| Advisor OS, LLC | 2,086 | $700.8K | 0.08% | +80+4.0% | Added |
| Trust Point Inc. | 2,079 | $698.4K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,010 | $675.3K | 0.00% | +337+20.1% | Added |
| Mercer Global Advisors Inc | 1,979 | $670.0K | 0.00% | −64−3.1% | Reduced |
| Financial Advocates Investment Management | 1,945 | $653.4K | 0.04% | +20+1.0% | Added |
| Fulton Bank, N.A. | 1,945 | $653.4K | 0.03% | −35−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 1,904 | $639.7K | 0.01% | −24−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 1,894 | $636.3K | 0.01% | +638+50.8% | Added |
| Stephenson National Bank & Trust | 1,852 | $622.2K | 0.21% | +186+11.2% | Added |
| Eagle Harbor Asset Management Inc | 1,835 | $616.5K | 0.66% | −47−2.5% | Reduced |
| Tributary Capital Management, LLC | 1,828 | $614.1K | 0.05% | −836−31.4% | Reduced |
| Malaga Cove Capital, LLC | 1,821 | $611.8K | 0.25% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,806 | $606.7K | 0.01% | −169−8.6% | Reduced |
| D.A. Davidson & Co. | 1,787 | $600.3K | 0.01% | −120−6.3% | Reduced |
| JustInvest LLC | 1,740 | $584.6K | 0.01% | +132+8.2% | Added |
| CIBC Asset Management Inc | 1,703 | $572.1K | 0.00% | −3−0.2% | 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 |
| Chicago Partners Investment Group LLC | 1,802 | $552.2K | 0.02% | −739−29.1% | Reduced |
| Sentry Investment Management LLC | 1,621 | $545.0K | 0.21% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,620 | $544.2K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,610 | $540.9K | 0.00% | −190−10.6% | Reduced |
| Wahed Invest LLC | 1,590 | $534.2K | 0.12% | +202+14.6% | Added |
| MAI Capital Management | 1,564 | $525.4K | 0.01% | −30−1.9% | Reduced |
| 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 |
| NorthCrest Asset Manangement, LLC | 1,510 | $507.3K | 0.02% | +40+2.7% | Added |
| Prime Capital Investment Advisors, LLC | 1,504 | $505.3K | 0.01% | +34+2.3% | Added |
| Commerce Bank | 1,495 | $502.2K | 0.00% | −115−7.1% | Reduced |
| National Asset Management, Inc. | 1,991 | $490.3K | 0.01% | +625+45.8% | Added |