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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 697 | $234.2K | 0.01% | +697 | New |
| Kingsview Wealth Management, LLC | 695 | $233.5K | 0.01% | −49−6.6% | Reduced |
| Kendall Capital Management | 693 | $232.8K | 0.08% | +693 | New |
| Goldstein Advisors, LLC | 692 | $232.5K | 0.04% | −18−2.5% | Reduced |
| QRG Capital Management, Inc. | 690 | $231.8K | 0.00% | −49−6.6% | Reduced |
| Credential Qtrade Securities Inc. | 682 | $229.1K | 0.01% | −53−7.2% | Reduced |
| QSV Equity Investors LLC | 678 | $227.8K | 0.22% | +678 | New |
| Financial Counselors Inc | 673 | $226.1K | 0.00% | +673 | New |
| Kovitz Investment Group Partners, LLC | 672 | $225.8K | 0.00% | +672 | New |
| We Are One Seven, LLC | 669 | $224.8K | 0.01% | −167−20.0% | Reduced |
| One Wealth Advisors, LLC | 663 | $222.7K | 0.04% | +663 | New |
| Grove Bank & Trust | 659 | $221.4K | 0.04% | −53−7.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 659 | $221.4K | 0.02% | −173−20.8% | Reduced |
| First American Bank | 654 | $219.7K | 0.02% | +654 | New |
| Naples Global Advisors, LLC | 649 | $218.0K | 0.02% | +649 | New |
| Bridgefront Capital, LLC | 648 | $217.7K | 0.17% | +648 | New |
| NBC Securities, Inc. | 618 | $217.0K | 0.02% | −108−14.9% | Reduced |
| Journey Strategic Wealth LLC | 637 | $214.0K | 0.01% | +637 | New |
| Csenge Advisory Group | 633 | $212.7K | 0.01% | +633 | New |
| Trinity Financial Advisors LLC | 627 | $210.6K | 0.09% | +627 | New |
| Nebula Research & Development LLC | 622 | $209.0K | 0.05% | −2,439−79.7% | Reduced |
| Rehmann Capital Advisory Group | 618 | $207.6K | 0.02% | +618 | New |
| Veriti Management LLC | 610 | $204.9K | 0.02% | +610 | New |
| Sequoia Financial Advisors, LLC | 608 | $204.3K | 0.00% | +608 | New |
| Key Financial Inc | 603 | $202.6K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 600 | $201.6K | 0.07% | +600 | New |
| Geneos Wealth Management Inc. | 549 | $184.4K | 0.01% | +6+1.1% | Added |
| Spire Wealth Management | 532 | $178.7K | 0.00% | −100−15.8% | Reduced |
| Allworth Financial LP | 512 | $172.0K | 0.00% | +208+68.4% | Added |
| Capital Advisors, Ltd. LLC | 471 | $158.0K | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 500 | $148.9K | 0.03% | +500 | New |
| First Horizon Advisors, Inc. | 427 | $143.4K | 0.00% | −42−9.0% | Reduced |
| Ramirez Asset Management, Inc. | 375 | $126.0K | 0.03% | +375 | New |
| South State Corp. | 367 | $123.3K | 0.01% | +367 | New |
| Hollencrest Capital Management | 363 | $122.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 363 | $120.4K | 0.01% | +22+6.5% | Added |
| Proequities, Inc. | 320 | $107.5K | 0.01% | −58−15.3% | Reduced |
| Mather Group, LLC. | 360 | $101.9K | 0.00% | +360 | New |
| Alta Advisers Ltd | 300 | $100.8K | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 281 | $94.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 271 | $91.0K | 0.00% | +271 | New |
| Bokf, NA | 273 | $90.6K | 0.00% | +54+24.7% | Added |
| Covestor Ltd | 257 | $87.0K | 0.06% | −208−44.7% | Reduced |
| EverSource Wealth Advisors, LLC | 283 | $84.3K | 0.01% | +42+17.4% | Added |
| Financial Management Professionals, Inc. | 239 | $80.0K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 220 | $73.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 220 | $73.9K | 0.01% | +8+3.8% | Added |
| Harbour Investments, Inc. | 217 | $72.9K | 0.00% | −14−6.1% | Reduced |
| Sands Capital Management, LLC | 199 | $66.9K | 0.00% | −2−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 189 | $63.5K | 0.00% | +152+410.8% | Added |
| GAMMA Investing LLC | 174 | $58.5K | 0.01% | +32+22.5% | Added |
| Glass Jacobson Investment Advisors llc | 150 | $50.4K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $50.4K | 0.00% | +150 | New |
| Private Trust Co NA | 138 | $46.4K | 0.01% | +43+45.3% | Added |
| First PREMIER Bank | 134 | $45.0K | 0.01% | +134 | New |
| Orion Capital Management LLC | 120 | $40.3K | 0.02% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 118 | $39.6K | 0.00% | +118 | New |
| Pinnacle Bancorp, Inc. | 105 | $35.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 105 | $35.0K | 0.00% | +105 | New |
| Lindbrook Capital, LLC | 101 | $33.9K | 0.00% | −22−17.9% | Reduced |
| Richardson Financial Services Inc. | 100 | $33.6K | 0.02% | +10+11.1% | Added |
| Baldwin Brothers Inc | 95 | $31.9K | 0.00% | +3+3.3% | Added |
| Riverview Trust Co | 92 | $30.9K | 0.02% | +92 | New |
| Smartleaf Asset Management LLC | 85 | $28.0K | 0.01% | −17−16.7% | Reduced |
| CVA Family Office, LLC | 83 | $27.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 81 | $27.2K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 80 | $23.3K | 0.01% | +7+9.6% | Added |
| CoreCap Advisors, LLC | 68 | $22.8K | 0.00% | +68 | New |
| Quarry LP | 67 | $22.5K | 0.01% | −6−8.2% | Reduced |
| Jones Financial Companies LLLP | 65 | $21.8K | 0.00% | +8+14.0% | Added |
| Chilton Capital Management LLC | 65 | $21.8K | 0.00% | +24+58.5% | Added |
| Park Place Capital Corp | 64 | $21.5K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 64 | $21.5K | 0.01% | +64 | New |
| Institutional & Family Asset Management, LLC | 62 | $20.8K | 0.00% | +46+287.5% | Added |
| Front Row Advisors LLC | 62 | $20.8K | 0.01% | +62 | New |
| ZRC Wealth Management, LLC | 60 | $20.2K | 0.01% | +60 | New |
| Bogart Wealth, LLC | 51 | $17.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $16.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50 | $16.8K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $16.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $16.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $16.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 48 | $16.2K | 0.00% | −2−4.0% | Reduced |
| Sofos Investments, Inc. | 47 | $16.2K | 0.00% | +28+147.4% | Added |
| Castleview Partners, LLC | 48 | $16.1K | 0.01% | −108−69.2% | Reduced |
| Kelly Financial Services LLC | 47 | $15.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 42 | $14.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 41 | $13.8K | 0.00% | +5+13.9% | Added |
| Bruce G. Allen Investments, LLC | 40 | $13.4K | 0.01% | −47−54.0% | Reduced |
| Bell Investment Advisors, Inc | 40 | $13.4K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 38 | $13.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 36 | $12.1K | 0.00% | −46−56.1% | Reduced |
| Clearstead Advisors, LLC | 39 | $12.1K | 0.00% | +14+56.0% | Added |
| Pier Capital, LLC | 33 | $11.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 30 | $10.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 29 | $9.74K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 29 | $9.74K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 26 | $8.73K | 0.00% | 00.0% | Unchanged |