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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 1,028 | $322.2K | 0.06% | −43−4.0% | Reduced |
| We Are One Seven, LLC | 1,033 | $323.8K | 0.02% | +364+54.4% | Added |
| Wallace Advisory Group, LLC | 1,034 | $324.1K | 0.23% | +1,034 | New |
| Ieq Capital, LLC | 1,047 | $328.2K | 0.00% | +29+2.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $332.0K | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,065 | $333.8K | 0.01% | +2+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,069 | $335.0K | 0.01% | +2+0.2% | Added |
| First National Bank of Hutchinson | 1,073 | $336.4K | 0.21% | −62−5.5% | Reduced |
| Quantinno Capital Management LP | 1,075 | $337.0K | 0.01% | +272+33.9% | Added |
| Legacy Capital Wealth Partners, LLC | 1,079 | $338.2K | 0.09% | +1,079 | New |
| Norden Group LLC | 1,090 | $341.7K | 0.07% | +387+55.0% | Added |
| SRS Capital Advisors, Inc. | 1,093 | $342.6K | 0.03% | −12−1.1% | Reduced |
| Venturi Wealth Management, LLC | 1,103 | $345.8K | 0.02% | +1,103 | New |
| Central Pacific Bank - Trust Division | 1,125 | $352.7K | 0.04% | +1,125 | New |
| Eqis Capital Management, Inc. | 1,129 | $353.9K | 0.03% | −2,650−70.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,131 | $354.5K | 0.00% | +191+20.3% | Added |
| Kolinsky Wealth Management, LLC | 1,134 | $355.5K | 0.25% | +352+45.0% | Added |
| Guggenheim Capital LLC | 1,135 | $355.8K | 0.00% | −475−29.5% | Reduced |
| Hardy Reed LLC | 1,144 | $358.8K | 0.04% | +1,144 | New |
| Wrapmanager Inc | 1,162 | $364.3K | 0.10% | −141−10.8% | Reduced |
| Avitas Wealth Management LLC | 1,162 | $364.3K | 0.05% | −66−5.4% | Reduced |
| Fiduciary Trust Co | 1,163 | $364.6K | 0.01% | +273+30.7% | Added |
| State of Wyoming | 1,177 | $369.0K | 0.06% | −138−10.5% | Reduced |
| Cynosure Management, LLC | 1,188 | $372.4K | 0.06% | +1,188 | New |
| Americana Partners, LLC | 1,198 | $375.5K | 0.03% | +114+10.5% | Added |
| Penobscot Investment Management Company, Inc. | 1,224 | $383.7K | 0.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,225 | $384.0K | 0.03% | +1,223+61,150.0% | Added |
| 1776 Wealth LLC | 1,227 | $384.6K | 0.17% | +1,227 | New |
| Arkadios Wealth Advisors | 1,231 | $385.9K | 0.03% | +497+67.7% | Added |
| SG Americas Securities, LLC | 1,235 | $387.0K | 0.00% | +370+42.8% | Added |
| HSBC Holdings PLC | 1,236 | $387.4K | 0.00% | +272+28.2% | Added |
| Parallel Advisors, LLC | 1,239 | $388.4K | 0.01% | −173−12.3% | Reduced |
| Schroder Investment Management Group | 1,246 | $390.6K | 0.00% | −40−3.1% | Reduced |
| SYSTM Wealth Solutions LLC | 1,255 | $393.4K | 0.09% | −5,789−82.2% | Reduced |
| American Trust | 1,275 | $399.7K | 0.03% | −116−8.3% | Reduced |
| Gsa Capital Partners LLP | 1,276 | $400.0K | 0.03% | +1,276 | New |
| CAPROCK Group, Inc. | 1,292 | $405.3K | 0.02% | +304+30.8% | Added |
| Fifth Third Bancorp | 1,293 | $405.3K | 0.00% | −52−3.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,213 | $407.5K | 0.01% | +1,210+40,333.3% | Added |
| Old National Bancorp | 1,303 | $408.5K | 0.01% | −971−42.7% | Reduced |
| Daiwa Securities Group Inc. | 1,317 | $413.0K | 0.00% | −87−6.2% | Reduced |
| Huntington National Bank | 1,330 | $416.9K | 0.00% | −118−8.1% | Reduced |
| Park National Corp | 1,339 | $419.7K | 0.02% | +30+2.3% | Added |
| Sentry Investment Management LLC | 1,345 | $422.0K | 0.19% | −276−17.0% | Reduced |
| Fiduciary Family Office, LLC | 1,353 | $424.1K | 0.17% | −4−0.3% | Reduced |
| Ellevest, Inc. | 1,402 | $439.5K | 0.03% | +424+43.4% | Added |
| Granite Group Advisors, LLC | 1,411 | $442.3K | 0.34% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,421 | $445.4K | 0.01% | −259−15.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,433 | $449.2K | 0.00% | +438+44.0% | Added |
| Icon Wealth Advisors, LLC | 1,375 | $451.6K | 0.04% | +1,375 | New |
| National Asset Management, Inc. | 1,448 | $453.9K | 0.01% | −543−27.3% | Reduced |
| Commerce Bank | 1,462 | $458.3K | 0.00% | −33−2.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,466 | $459.5K | 0.01% | −38−2.5% | Reduced |
| Altfest L J & Co Inc | 1,479 | $464.0K | 0.06% | +325+28.2% | Added |
| UBS Oconnor LLC | 1,492 | $467.7K | 0.01% | +520+53.5% | Added |
| Aigen Investment Management, LP | 1,506 | $472.1K | 0.09% | +1,506 | New |
| NorthCrest Asset Manangement, LLC | 1,510 | $473.3K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,513 | $474.3K | 0.01% | −2−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,540 | $482.7K | 0.07% | +25+1.7% | Added |
| Hilltop Holdings Inc. | 1,574 | $493.4K | 0.06% | +59+3.9% | Added |
| UBS Asset Management Americas Inc | 1,588 | $497.8K | 0.00% | −85,832−98.2% | Reduced |
| Chicago Partners Investment Group LLC | 1,520 | $502.4K | 0.02% | −282−15.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,620 | $507.8K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 1,629 | $510.6K | 0.01% | −961−37.1% | Reduced |
| Stephenson National Bank & Trust | 1,629 | $510.6K | 0.17% | −223−12.0% | Reduced |
| Empowered Funds, LLC | 1,635 | $512.5K | 0.01% | +315+23.9% | Added |
| Laffer Tengler Investments | 1,650 | $517.2K | 0.11% | +1,650 | New |
| Insigneo Advisory Services, LLC | 1,694 | $526.0K | 0.06% | +336+24.7% | Added |
| United Capital Financial Advisers, LLC | 1,684 | $527.9K | 0.00% | −122−6.8% | Reduced |
| CIBC World Markets Inc. | 1,697 | $532.0K | 0.00% | +1,697 | New |
| MAI Capital Management | 1,713 | $537.0K | 0.01% | +149+9.5% | Added |
| Emerald Advisers, LLC | 1,746 | $547.3K | 0.02% | −487−21.8% | Reduced |
| AQR Capital Management LLC | 1,748 | $547.9K | 0.00% | +839+92.3% | Added |
| Wahed Invest LLC | 1,774 | $556.1K | 0.11% | +184+11.6% | Added |
| Capstone Investment Advisors, LLC | 1,803 | $565.2K | 0.01% | −789−30.4% | Reduced |
| Eagle Harbor Asset Management Inc | 1,810 | $567.4K | 0.61% | −25−1.4% | Reduced |
| Tributary Capital Management, LLC | 1,810 | $567.4K | 0.05% | −18−1.0% | Reduced |
| Malaga Cove Capital, LLC | 1,815 | $568.9K | 0.23% | −6−0.3% | Reduced |
| D.A. Davidson & Co. | 1,849 | $579.6K | 0.01% | +62+3.5% | Added |
| GWM Advisors LLC | 1,881 | $589.6K | 0.00% | +445+31.0% | Added |
| Fulton Bank, N.A. | 1,921 | $602.2K | 0.02% | −24−1.2% | Reduced |
| Verition Fund Management LLC | 1,941 | $608.4K | 0.00% | +1,941 | New |
| Cambridge Investment Research Advisors, Inc. | 1,942 | $609.0K | 0.00% | −444−18.6% | Reduced |
| Sherbrooke Park Advisers LLC | 1,952 | $611.9K | 0.11% | +1,952 | New |
| Tiaa Trust, National Association | 1,980 | $620.7K | 0.00% | −133−6.3% | Reduced |
| Advisor OS, LLC | 1,985 | $622.2K | 0.07% | −101−4.8% | Reduced |
| Integrated Wealth Concepts LLC | 2,010 | $630.3K | 0.01% | +106+5.6% | Added |
| JustInvest LLC | 2,066 | $637.3K | 0.01% | +326+18.7% | Added |
| Trust Point Inc. | 2,068 | $648.3K | 0.05% | −11−0.5% | Reduced |
| Cresset Asset Management, LLC | 2,070 | $648.9K | 0.00% | +60+3.0% | Added |
| Mercer Global Advisors Inc | 2,077 | $651.1K | 0.00% | +98+5.0% | Added |
| Somerset Trust Co | 2,079 | $651.7K | 0.27% | −33−1.6% | Reduced |
| Zions Bancorporation, N.A. | 2,087 | $654.2K | 0.05% | −310−12.9% | Reduced |
| GenTrust, LLC | 2,126 | $666.4K | 0.04% | +2,126 | New |
| Purus Wealth Management, LLC | 2,191 | $686.8K | 0.30% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 2,191 | $687.0K | 0.95% | +30+1.4% | Added |
| Archer Investment Corp | 2,200 | $689.6K | 0.20% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,200 | $689.6K | 0.18% | +2,200 | New |
| Legacy Wealth Asset Management, LLC | 2,206 | $691.5K | 0.20% | +10+0.5% | Added |
| Diversify Wealth Management, LLC | 2,284 | $709.2K | 0.09% | +2,284 | New |