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, Q2 2024
Institutional positions in Icon PLC as of Jun 30, 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
- 676
- +32 vs. Q1 2024
- Shares held
- 77.6M
- −431.7K (−0.6%) vs. Q1 2024
- Total value
- $24.3B
- −$1.85B (−7.1%) vs. Q1 2024
- New holders
- 84
- 251 more added
- Sold out
- 52
- 232 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 1 | $313 | 0.00% | −1−50.0% | Reduced |
| Creative Capital Management Investments LLC | 1 | $313 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $627 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $1.57K | 0.00% | +5 | New |
| Oliver Lagore Vanvalin Investment Group | 6 | $1.88K | 0.00% | −11−64.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $2.51K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $2.51K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $2.51K | 0.00% | +8 | New |
| JJJ Advisors Inc. | 9 | $2.82K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $2.82K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $3.13K | 0.00% | −1−9.1% | Reduced |
| Central Trust Co | 10 | $3.13K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 10 | $3.13K | 0.00% | +10 | New |
| Castleview Partners, LLC | 11 | $3.45K | 0.00% | −37−77.1% | Reduced |
| St Germain D J Co Inc | 11 | $3.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $3.45K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $3.76K | 0.00% | −1−7.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 12 | $3.76K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 13 | $4.08K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 14 | $4.39K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $5.02K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 19 | $5.96K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $6.26K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 20 | $6.27K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $6.27K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 20 | $6.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $6.27K | 0.00% | +20 | New |
| Coppell Advisory Solutions LLC | 20 | $6.27K | 0.00% | +20 | New |
| WealthCollab, LLC | 20 | $6.27K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 19 | $6.38K | 0.00% | −61−76.3% | Reduced |
| Oakworth Capital, Inc. | 21 | $6.58K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 21 | $6.58K | 0.00% | +21 | New |
| Eagle Bay Advisors LLC | 22 | $6.90K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $6.90K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 22 | $6.90K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 23 | $7.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $7.84K | 0.00% | +16+177.8% | Added |
| Meeder Asset Management Inc | 28 | $8.78K | 0.00% | +4+16.7% | Added |
| EdgeRock Capital LLC | 29 | $9.09K | 0.01% | +29 | New |
| REAP Financial Group, LLC | 29 | $9.09K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 30 | $9.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 31 | $9.63K | 0.00% | +11+55.0% | Added |
| Asset Dedication, LLC | 31 | $9.72K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 31 | $9.72K | 0.00% | +20+181.8% | Added |
| Pier Capital, LLC | 33 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $10.7K | 0.00% | −6−15.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 36 | $11.3K | 0.00% | +36 | New |
| West Paces Advisors Inc. | 36 | $11.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 38 | $11.9K | 0.00% | +15+65.2% | Added |
| Pin Oak Investment Advisors Inc | 38 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 41 | $12.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $12.9K | 0.00% | +40+4,000.0% | Added |
| TSFG, LLC | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 42 | $13.2K | 0.00% | +42 | New |
| Triad Wealth Partners, LLC | 45 | $14.1K | 0.01% | +45 | New |
| Harbor Investment Advisory, LLC | 46 | $14.4K | 0.00% | +4+9.5% | Added |
| Morton Brown Family Wealth, LLC | 45 | $14.8K | 0.01% | +30+200.0% | Added |
| Kelly Financial Services LLC | 47 | $14.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $15.0K | 0.01% | +8+20.0% | Added |
| FinTrust Capital Advisors, LLC | 48 | $15.2K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50 | $15.7K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $15.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $16.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 52 | $16.3K | 0.00% | +2+4.0% | Added |
| Quarry LP | 56 | $17.6K | 0.01% | −11−16.4% | Reduced |
| Park Place Capital Corp | 59 | $18.5K | 0.01% | −5−7.8% | Reduced |
| ZRC Wealth Management, LLC | 60 | $18.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 62 | $19.4K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 64 | $20.1K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 65 | $20.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 68 | $21.3K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 69 | $21.6K | 0.00% | +69 | New |
| Institutional & Family Asset Management, LLC | 76 | $23.8K | 0.00% | +14+22.6% | Added |
| CVA Family Office, LLC | 83 | $26.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $26.6K | 0.00% | +4+4.9% | Added |
| Riverview Trust Co | 92 | $28.8K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 95 | $29.8K | 0.00% | −6−5.9% | Reduced |
| Richardson Financial Services Inc. | 97 | $30.4K | 0.02% | −3−3.0% | Reduced |
| Baldwin Brothers Inc | 100 | $31.3K | 0.00% | +5+5.3% | Added |
| Great Lakes Retirement, Inc. | 102 | $32.1K | 0.00% | −1,050−91.1% | Reduced |
| Pinnacle Bancorp, Inc. | 105 | $32.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 120 | $37.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 126 | $39.5K | 0.00% | +77+157.1% | Added |
| Smartleaf Asset Management LLC | 134 | $42.0K | 0.01% | +49+57.6% | Added |
| First PREMIER Bank | 134 | $42.0K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 148 | $46.4K | 0.00% | −8,258−98.2% | Reduced |
| Trust Co of Vermont | 150 | $47.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $47.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 171 | $53.6K | 0.01% | +33+23.9% | Added |
| Ashton Thomas Private Wealth, LLC | 172 | $53.9K | 0.00% | +172 | New |
| Crewe Advisors LLC | 177 | $55.5K | 0.01% | +161+1,006.3% | Added |
| Covestor Ltd | 184 | $58.0K | 0.04% | −73−28.4% | Reduced |
| ORG Partners LLC | 185 | $58.6K | 0.01% | +185 | New |
| Group One Trading, L.P. | 200 | $62.7K | 0.00% | +200 | New |
| Bokf, NA | 205 | $64.3K | 0.00% | −68−24.9% | Reduced |