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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 208 | $65.2K | 0.00% | −112−35.0% | Reduced |
| Umb Bank N A | 212 | $66.5K | 0.00% | −59−21.8% | Reduced |
| Quadrant Capital Group LLC | 212 | $66.5K | 0.00% | −8−3.6% | Reduced |
| Harbour Investments, Inc. | 217 | $68.0K | 0.00% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 220 | $69.0K | 0.02% | +220 | New |
| GAMMA Investing LLC | 261 | $81.8K | 0.01% | +87+50.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 264 | $82.8K | 0.00% | +264 | New |
| Harvest Fund Management Co., Ltd | 273 | $86.0K | 0.01% | +168+160.0% | Added |
| Nomura Asset Management Co Ltd | 281 | $88.1K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $94.0K | 0.05% | 00.0% | Unchanged |
| nVerses Capital, LLC | 300 | $94.0K | 0.06% | +300 | New |
| Mirae Asset Global Investments Co., Ltd. | 355 | $111.2K | 0.00% | +355 | New |
| Jones Financial Companies LLLP | 360 | $112.8K | 0.00% | +295+453.8% | Added |
| Hollencrest Capital Management | 363 | $113.8K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 375 | $117.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 394 | $129.4K | 0.01% | +111+39.2% | Added |
| Whittier Trust Co of Nevada Inc | 415 | $130.1K | 0.00% | +226+119.6% | Added |
| First Horizon Advisors, Inc. | 446 | $139.8K | 0.00% | +19+4.4% | Added |
| Capital Advisors, Ltd. LLC | 474 | $149.0K | 0.02% | +3+0.6% | Added |
| Westpac Banking Corp | 481 | $150.8K | 0.01% | +481 | New |
| Allworth Financial LP | 464 | $153.0K | 0.00% | −48−9.4% | Reduced |
| Geneos Wealth Management Inc. | 490 | $153.6K | 0.01% | −59−10.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 514 | $161.1K | 0.01% | −226−30.5% | Reduced |
| Mather Group, LLC. | 483 | $162.3K | 0.00% | +123+34.2% | Added |
| Opal Wealth Advisors, LLC | 540 | $169.3K | 0.05% | −60−10.0% | Reduced |
| Financial Management Professionals, Inc. | 542 | $170.0K | 0.02% | +303+126.8% | Added |
| Farther Finance Advisors, LLC | 571 | $180.7K | 0.01% | +208+57.3% | Added |
| Key Financial Inc | 603 | $189.0K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 613 | $192.2K | 0.00% | +613 | New |
| NBC Securities, Inc. | 616 | $193.0K | 0.02% | −2−0.3% | Reduced |
| Spire Wealth Management | 632 | $198.1K | 0.01% | +100+18.8% | Added |
| GeoWealth Management, LLC | 636 | $199.4K | 0.01% | −371−36.8% | Reduced |
| Aviso Financial Inc. | 636 | $199.4K | 0.01% | +636 | New |
| Trajan Wealth LLC | 649 | $203.4K | 0.01% | −50−7.2% | Reduced |
| QSV Equity Investors LLC | 650 | $203.8K | 0.21% | −28−4.1% | Reduced |
| Grove Bank & Trust | 650 | $203.8K | 0.03% | −9−1.4% | Reduced |
| First American Bank | 654 | $205.0K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 659 | $206.6K | 0.01% | +26+4.1% | Added |
| QRG Capital Management, Inc. | 662 | $207.5K | 0.00% | −28−4.1% | Reduced |
| Simplex Trading, LLC | 675 | $211.0K | 0.01% | +675 | New |
| Sequoia Financial Advisors, LLC | 674 | $211.3K | 0.00% | +66+10.9% | Added |
| Financial Counselors Inc | 677 | $212.2K | 0.00% | +4+0.6% | Added |
| Rehmann Capital Advisory Group | 680 | $212.8K | 0.02% | +62+10.0% | Added |
| Goldstein Advisors, LLC | 681 | $213.5K | 0.04% | −11−1.6% | Reduced |
| One Wealth Advisors, LLC | 688 | $215.3K | 0.05% | +25+3.8% | Added |
| Kendall Capital Management | 693 | $217.2K | 0.07% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 694 | $217.5K | 0.00% | +694 | New |
| Kingsview Wealth Management, LLC | 704 | $220.7K | 0.01% | +9+1.3% | Added |
| Pacer Advisors, Inc. | 715 | $224.1K | 0.00% | −35−4.7% | Reduced |
| Peapack Gladstone Financial Corp | 722 | $226.0K | 0.00% | −12−1.6% | Reduced |
| Journey Strategic Wealth LLC | 723 | $226.6K | 0.01% | +86+13.5% | Added |
| Privium Fund Management (UK) Ltd | 714 | $227.3K | 0.09% | +714 | New |
| Aureus Asset Management, LLC | 728 | $228.2K | 0.02% | −29−3.8% | Reduced |
| IFP Advisors, Inc | 738 | $231.3K | 0.01% | −11−1.5% | Reduced |
| Martin Investment Management, LLC | 740 | $232.0K | 0.06% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 740 | $232.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 742 | $232.6K | 0.00% | +703+1,802.6% | Added |
| Eagle Wealth Strategies LLC | 751 | $235.4K | 0.19% | −19−2.5% | Reduced |
| Forza Wealth Management, LLC | 751 | $235.4K | 0.12% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 753 | $236.0K | 0.17% | +753 | New |
| Assetmark, Inc | 770 | $241.4K | 0.00% | +13+1.7% | Added |
| Teza Capital Management LLC | 771 | $241.7K | 0.03% | +771 | New |
| Crossmark Global Holdings, Inc. | 771 | $242.0K | 0.00% | −42−5.2% | Reduced |
| Diversify Advisory Services, LLC | 747 | $242.0K | 0.01% | −272−26.7% | Reduced |
| Veriti Management LLC | 774 | $242.6K | 0.01% | +164+26.9% | Added |
| Mutual Advisors, LLC | 742 | $244.4K | 0.01% | +45+6.5% | Added |
| CWM, LLC | 790 | $248.0K | 0.00% | +66+9.1% | Added |
| Petrus Trust Company, LTA | 795 | $249.2K | 0.02% | +8+1.0% | Added |
| Bernardo Wealth Planning LLC | 805 | $252.3K | 0.07% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 807 | $253.0K | 0.06% | +18+2.3% | Added |
| White Knight Strategic Wealth Advisors, LLC | 810 | $253.9K | 0.25% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 815 | $255.5K | 0.02% | +16+2.0% | Added |
| KBC Group NV | 817 | $256.0K | 0.00% | +817 | New |
| Advisors Asset Management, Inc. | 828 | $259.6K | 0.01% | −502−37.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 835 | $261.7K | 0.01% | +835 | New |
| Evernest Financial Advisors, LLC | 854 | $267.7K | 0.12% | 00.0% | Unchanged |
| Investment House LLC | 855 | $268.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 860 | $269.6K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 873 | $273.7K | 0.01% | +873 | New |
| Holderness Investments Co | 875 | $274.3K | 0.06% | 00.0% | Unchanged |
| GFS Advisors, LLC | 4 | $275.0K | 0.05% | −874−99.5% | Reduced |
| Community Financial Services Group, LLC | 880 | $275.9K | 0.06% | −405−31.5% | Reduced |
| Wedbush Securities Inc | 899 | $282.0K | 0.01% | +899 | New |
| Millennium Capital Advisors, LLC | 900 | $282.1K | 0.19% | −50−5.3% | Reduced |
| Sigma Planning Corp | 915 | $286.8K | 0.01% | −8−0.9% | Reduced |
| Crestwood Advisors Group LLC | 918 | $287.8K | 0.01% | +918 | New |
| Dana Investment Advisors, Inc. | 919 | $288.1K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 928 | $290.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 943 | $295.6K | 0.01% | +38+4.2% | Added |
| Resonant Capital Advisors, LLC | 966 | $302.8K | 0.02% | +2+0.2% | Added |
| Galvin, Gaustad & Stein, LLC | 972 | $304.7K | 0.03% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 990 | $310.3K | 0.01% | +130+15.1% | Added |
| Wealth Alliance | 993 | $311.3K | 0.04% | +993 | New |
| Bradley Foster & Sargent Inc | 1,000 | $313.5K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $313.5K | 0.11% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,005 | $315.0K | 0.01% | +245+32.2% | Added |
| First National Advisers, LLC | 1,012 | $317.2K | 0.06% | +60+6.3% | Added |
| TD Waterhouse Canada Inc. | 1,006 | $318.4K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,016 | $318.5K | 0.01% | −83−7.6% | Reduced |
| Apollon Wealth Management, LLC | 1,020 | $319.7K | 0.01% | −102−9.1% | Reduced |