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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1,448 | $486.5K | 0.00% | +215+17.4% | Added |
| GWM Advisors LLC | 1,436 | $482.4K | 0.00% | +15+1.1% | Added |
| Parallel Advisors, LLC | 1,412 | $474.4K | 0.01% | +1+0.1% | Added |
| Granite Group Advisors, LLC | 1,411 | $474.0K | 0.32% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,404 | $472.0K | 0.00% | −175−11.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,400 | $470.3K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,395 | $468.5K | 0.00% | +37+2.7% | Added |
| Merit Financial Group, LLC | 1,515 | $468.2K | 0.01% | +1,515 | New |
| American Trust | 1,391 | $467.3K | 0.04% | −236−14.5% | Reduced |
| Insigneo Advisory Services, LLC | 1,358 | $456.2K | 0.05% | +1,358 | New |
| Fiduciary Family Office, LLC | 1,357 | $456.0K | 0.18% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 1,449 | $452.8K | 0.16% | −71−4.7% | Reduced |
| Fifth Third Bancorp | 1,345 | $451.9K | 0.00% | −524−28.0% | Reduced |
| Lincoln National Corp | 1,338 | $449.5K | 0.01% | −314−19.0% | Reduced |
| Advisors Asset Management, Inc. | 1,330 | $446.8K | 0.01% | −703−34.6% | Reduced |
| Empowered Funds, LLC | 1,320 | $443.5K | 0.01% | +1,320 | New |
| Kestra Private Wealth Services, LLC | 1,319 | $443.1K | 0.01% | +106+8.7% | Added |
| State of Wyoming | 1,315 | $441.8K | 0.07% | +1,105+526.2% | Added |
| Park National Corp | 1,309 | $439.8K | 0.02% | +11+0.8% | Added |
| Beacon Pointe Advisors, LLC | 1,306 | $438.8K | 0.00% | −798−37.9% | Reduced |
| Wrapmanager Inc | 1,303 | $437.7K | 0.12% | −979−42.9% | Reduced |
| CWA Asset Management Group, LLC | 1,294 | $434.7K | 0.03% | −115−8.2% | Reduced |
| Schroder Investment Management Group | 1,286 | $432.0K | 0.00% | +126+10.9% | Added |
| Community Financial Services Group, LLC | 1,285 | $431.7K | 0.10% | +1,285 | New |
| Graham Capital Management, L.P. | 1,240 | $416.6K | 0.01% | +1,240 | New |
| Avitas Wealth Management LLC | 1,228 | $412.5K | 0.06% | +1,228 | New |
| Penobscot Investment Management Company, Inc. | 1,224 | $411.2K | 0.04% | +60+5.2% | Added |
| Concurrent Investment Advisors, LLC | 1,223 | $410.9K | 0.02% | −23−1.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,176 | $395.1K | 0.14% | +1,176 | New |
| Altfest L J & Co Inc | 1,154 | $388.0K | 0.06% | +154+15.4% | Added |
| Great Lakes Retirement, Inc. | 1,152 | $387.2K | 0.06% | −35−2.9% | Reduced |
| First National Bank of Hutchinson | 1,135 | $381.3K | 0.25% | +61+5.7% | Added |
| Tower Research Capital LLC (TRC) | 1,125 | $377.9K | 0.01% | +364+47.8% | Added |
| Apollon Wealth Management, LLC | 1,122 | $376.9K | 0.01% | −62−5.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,105 | $371.2K | 0.04% | −48−4.2% | Reduced |
| Hancock Whitney Corp | 1,099 | $369.2K | 0.01% | −126−10.3% | Reduced |
| Americana Partners, LLC | 1,084 | $364.2K | 0.03% | +279+34.7% | Added |
| Catalytic Wealth RIA, LLC | 1,071 | $359.8K | 0.07% | +85+8.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,067 | $359.0K | 0.01% | +58+5.7% | Added |
| Mission Wealth Management, LP | 1,063 | $357.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $355.8K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,018 | $342.0K | 0.00% | +205+25.2% | Added |
| Pictet & Cie (Europe) SA | 1,009 | $339.0K | 0.01% | −381−27.4% | Reduced |
| GeoWealth Management, LLC | 1,007 | $338.3K | 0.01% | +269+36.4% | Added |
| Diversify Advisory Services, LLC | 1,019 | $338.0K | 0.02% | +1,019 | New |
| 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 |
| Northwestern Mutual Wealth Management Co | 995 | $334.3K | 0.00% | −368−27.0% | Reduced |
| CAPROCK Group, Inc. | 988 | $331.9K | 0.02% | +988 | New |
| Ellevest, Inc. | 978 | $328.6K | 0.02% | −223−18.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,006 | $327.2K | 0.00% | −15−1.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 972 | $326.5K | 0.03% | −25−2.5% | Reduced |
| UBS Oconnor LLC | 972 | $326.5K | 0.01% | +972 | New |
| HSBC Holdings PLC | 964 | $323.9K | 0.00% | −3−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 964 | $323.9K | 0.03% | +3+0.3% | Added |
| First National Advisers, LLC | 952 | $319.8K | 0.07% | +952 | New |
| Millennium Capital Advisors, LLC | 950 | $319.2K | 0.23% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 940 | $315.8K | 0.00% | +99+11.8% | Added |
| Machina Capital S.A.S. | 929 | $312.1K | 0.16% | +929 | New |
| NorthRock Partners, LLC | 928 | $311.8K | 0.01% | +22+2.4% | Added |
| Sigma Planning Corp | 923 | $310.1K | 0.01% | +923 | New |
| Dana Investment Advisors, Inc. | 919 | $308.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 905 | $304.0K | 0.01% | +165+22.3% | Added |
| AQR Capital Management LLC | 909 | $303.2K | 0.00% | −226−19.9% | Reduced |
| Fiduciary Trust Co | 890 | $299.0K | 0.00% | +890 | New |
| GFS Advisors, LLC | 878 | $295.0K | 0.05% | 00.0% | Unchanged |
| Holderness Investments Co | 875 | $294.0K | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 865 | $291.0K | 0.00% | −4,712−84.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 860 | $288.9K | 0.00% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 860 | $288.9K | 0.01% | +860 | New |
| Investment House LLC | 855 | $287.2K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 813 | $273.0K | 0.01% | +101+14.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 810 | $272.1K | 0.28% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 805 | $270.4K | 0.08% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 803 | $270.0K | 0.01% | −7−0.9% | Reduced |
| Parsons Capital Management Inc | 799 | $268.4K | 0.02% | −261−24.6% | Reduced |
| Aspen Grove Capital, LLC | 789 | $265.1K | 0.07% | +14+1.8% | Added |
| Petrus Trust Company, LTA | 787 | $264.4K | 0.02% | +787 | New |
| Credit Suisse AG | 784 | $263.4K | 0.00% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 782 | $262.7K | 0.20% | −5−0.6% | Reduced |
| Centiva Capital, LP | 779 | $261.7K | 0.01% | −644−45.3% | Reduced |
| American International Group, Inc. | 774 | $260.0K | 0.00% | −1−0.1% | Reduced |
| Associated Banc-Corp | 766 | $257.3K | 0.01% | −253−24.8% | Reduced |
| Eagle Wealth Strategies LLC | 770 | $255.4K | 0.21% | +4+0.5% | Added |
| Global Retirement Partners, LLC | 760 | $255.3K | 0.01% | +90+13.4% | Added |
| Assetmark, Inc | 757 | $254.3K | 0.00% | −204−21.2% | Reduced |
| Aureus Asset Management, LLC | 757 | $254.3K | 0.02% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 751 | $252.3K | 0.13% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 750 | $252.0K | 0.00% | −24−3.1% | Reduced |
| IFP Advisors, Inc | 749 | $251.6K | 0.01% | +1+0.1% | Added |
| Martin Investment Management, LLC | 740 | $248.6K | 0.06% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 740 | $248.6K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 740 | $248.6K | 0.01% | +692+1,441.7% | Added |
| Peapack Gladstone Financial Corp | 734 | $247.0K | 0.00% | −80−9.8% | Reduced |
| Arkadios Wealth Advisors | 734 | $246.6K | 0.02% | +734 | New |
| Evernest Financial Advisors, LLC | 854 | $246.1K | 0.12% | 00.0% | Unchanged |
| CWM, LLC | 724 | $243.0K | 0.00% | −8−1.1% | Reduced |
| Cigna Investments Inc | 718 | $241.0K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 703 | $236.2K | 0.05% | +703 | New |
| Trajan Wealth LLC | 699 | $234.8K | 0.02% | +699 | New |