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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 2,264 | $709.7K | 0.01% | +370+19.5% | Added |
| Kestra Private Wealth Services, LLC | 2,274 | $712.8K | 0.01% | +955+72.4% | Added |
| Pinnacle Associates Ltd | 2,284 | $716.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,284 | $716.0K | 0.00% | −319−12.3% | Reduced |
| Financial Advocates Investment Management | 2,314 | $725.4K | 0.05% | +369+19.0% | Added |
| Monticello Wealth Management, LLC | 2,327 | $729.4K | 0.07% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,359 | $739.5K | 0.23% | +105+4.7% | Added |
| Yorktown Management & Research Co Inc | 2,450 | $768.0K | 0.83% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,541 | $797.0K | 0.03% | +251+11.0% | Added |
| Wolverine Trading, LLC | 2,560 | $802.5K | 0.01% | +136+5.6% | Added |
| Marietta Investment Partners LLC | 2,615 | $819.7K | 0.18% | −397−13.2% | Reduced |
| International Assets Investment Management, LLC | 2,648 | $830.1K | 0.08% | −17−0.6% | Reduced |
| HighPoint Advisor Group LLC | 2,514 | $831.0K | 0.05% | −33−1.3% | Reduced |
| Hayek Kallen Investment Management | 2,705 | $848.0K | 0.32% | −50−1.8% | Reduced |
| Castleark Management LLC | 2,770 | $868.3K | 0.04% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 2,784 | $872.7K | 0.06% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,797 | $876.8K | 0.43% | −70−2.4% | Reduced |
| Advisory Services Network, LLC | 2,842 | $890.9K | 0.02% | +40+1.4% | Added |
| Harbor Capital Advisors, Inc. | 2,911 | $913.0K | 0.07% | +293+11.2% | Added |
| Yarbrough Capital, LLC | 3,044 | $954.2K | 0.04% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 3,053 | $957.0K | 0.17% | +13+0.4% | Added |
| Nisa Investment Advisors, LLC | 3,108 | $974.3K | 0.01% | +1,708+122.0% | Added |
| DAGCO, Inc. | 3,110 | $974.9K | 0.43% | 00.0% | Unchanged |
| Aviva PLC | 3,135 | $982.7K | 0.00% | +87+2.9% | Added |
| FDx Advisors, Inc. | 3,233 | $1.01M | 0.28% | −292−8.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,274 | $1.03M | 0.01% | +221+7.2% | Added |
| Ninety One SA (PTY) Ltd | 3,352 | $1.05M | 0.16% | 00.0% | Unchanged |
| Ossiam | 3,399 | $1.07M | 0.02% | +186+5.8% | Added |
| Two Sigma Securities, LLC | 3,401 | $1.07M | 0.05% | +3,401 | New |
| Cerity Partners LLC | 3,426 | $1.07M | 0.00% | +971+39.6% | Added |
| Greenwood Capital Associates LLC | 3,443 | $1.08M | 0.14% | −206−5.6% | Reduced |
| Thoroughbred Financial Services, LLC | 3,470 | $1.09M | 0.07% | +3,470 | New |
| Wealth Enhancement Advisory Services, LLC | 3,475 | $1.09M | 0.00% | −269−7.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,483 | $1.09M | 0.00% | +3,483 | New |
| CIBC Asset Management Inc | 3,484 | $1.09M | 0.00% | +1,781+104.6% | Added |
| Steel Peak Wealth Management LLC | 3,500 | $1.10M | 0.05% | +1,032+41.8% | Added |
| Whittier Trust Co | 3,579 | $1.12M | 0.02% | +284+8.6% | Added |
| Gibbs Wealth Management | 3,597 | $1.13M | 0.46% | +1,189+49.4% | Added |
| Convergence Investment Partners, LLC | 3,600 | $1.13M | 0.33% | +3,600 | New |
| Covenant Partners, LLC | 3,623 | $1.14M | 0.35% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,625 | $1.14M | 0.03% | +1,945+115.8% | Added |
| TD Private Client Wealth LLC | 3,640 | $1.14M | 0.04% | −161−4.2% | Reduced |
| Raymond James Trust N.A. | 3,683 | $1.15M | 0.03% | +399+12.1% | Added |
| Dakota Wealth Management | 3,722 | $1.17M | 0.03% | −143−3.7% | Reduced |
| Rathbone Brothers plc | 3,800 | $1.19M | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 3,815 | $1.20M | 0.07% | +329+9.4% | Added |
| BancorpSouth Bank | 3,836 | $1.20M | 0.09% | 00.0% | Unchanged |
| Motco | 3,852 | $1.21M | 0.07% | −30−0.8% | Reduced |
| Confluence Investment Management LLC | 3,894 | $1.22M | 0.02% | +43+1.1% | Added |
| Portside Wealth Group, LLC | 3,909 | $1.23M | 0.23% | +254+6.9% | Added |
| Schechter Investment Advisors, LLC | 4,011 | $1.26M | 0.09% | +41+1.0% | Added |
| Alliance Wealth Advisors, LLC | 4,016 | $1.26M | 0.37% | −24−0.6% | Reduced |
| Boothbay Fund Management, LLC | 4,116 | $1.29M | 0.04% | −6,617−61.7% | Reduced |
| Coldstream Capital Management Inc | 4,131 | $1.29M | 0.03% | −481−10.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,243 | $1.33M | 0.00% | +189+4.7% | Added |
| Montag & Caldwell, LLC | 4,269 | $1.34M | 0.27% | +8+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 4,355 | $1.36M | 0.15% | −255−5.5% | Reduced |
| 1832 Asset Management L.P. | 4,356 | $1.37M | 0.00% | −276−6.0% | Reduced |
| Redmond Asset Management, LLC | 4,856 | $1.52M | 0.50% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 4,904 | $1.54M | 0.05% | +714+17.0% | Added |
| Axq Capital, LP | 4,936 | $1.55M | 0.36% | +4,936 | New |
| Commonwealth Equity Services, LLC | 4,973 | $1.56M | 0.00% | +305+6.5% | Added |
| Entropy Technologies, LP | 4,978 | $1.56M | 0.17% | +2,099+72.9% | Added |
| Cullen Investment Group, Ltd. | 5,164 | $1.62M | 0.26% | −300−5.5% | Reduced |
| Tealwood Asset Management Inc | 5,283 | $1.66M | 1.00% | −32−0.6% | Reduced |
| First National Bank of Omaha | 5,295 | $1.66M | 0.11% | −23,869−81.8% | Reduced |
| Ground Swell Capital, LLC | 5,295 | $1.66M | 1.61% | +5,295 | New |
| Mariner, LLC | 5,402 | $1.69M | 0.00% | +350+6.9% | Added |
| Fisher Asset Management, LLC | 5,420 | $1.70M | 0.00% | −1,099−16.9% | Reduced |
| Wealthcare Advisory Partners LLC | 5,473 | $1.72M | 0.05% | +356+7.0% | Added |
| Acadian Asset Management LLC | 5,521 | $1.73M | 0.01% | +3,019+120.7% | Added |
| Resources Investment Advisors, LLC. | 5,528 | $1.73M | 0.02% | +2,593+88.3% | Added |
| Robeco Institutional Asset Management B.V. | 5,529 | $1.73M | 0.00% | −573−9.4% | Reduced |
| Personal Cfo Solutions, LLC | 5,532 | $1.73M | 0.27% | −31−0.6% | Reduced |
| First Hawaiian Bank | 5,548 | $1.74M | 0.06% | +2,094+60.6% | Added |
| Wasatch Advisors Inc | 5,568 | $1.75M | 0.01% | −448,712−98.8% | Reduced |
| LMR Partners LLP | 5,585 | $1.75M | 0.04% | +5,585 | New |
| RSM US Wealth Management LLC | 5,555 | $1.76M | 0.03% | +5,555 | New |
| Richard P Slaughter Associates Inc | 5,633 | $1.77M | 0.42% | +5,633 | New |
| GAM Holding AG | 5,970 | $1.87M | 0.14% | −22−0.4% | Reduced |
| Calamos Wealth Management LLC | 5,994 | $1.88M | 0.10% | +1,834+44.1% | Added |
| Virtu Financial LLC | 6,034 | $1.89M | 0.13% | +6,034 | New |
| Stephens Inc | 6,034 | $1.89M | 0.03% | +580+10.6% | Added |
| Graham Capital Management, L.P. | 6,136 | $1.92M | 0.07% | +4,896+394.8% | Added |
| Washington Trust Advisors, Inc. | 6,160 | $1.93M | 0.18% | −34−0.5% | Reduced |
| Ethic Inc. | 6,185 | $1.94M | 0.05% | +485+8.5% | Added |
| Sanctuary Advisors, LLC | 6,329 | $1.95M | 0.01% | +6,329 | New |
| Connable Office Inc | 6,302 | $1.98M | 0.21% | −350−5.3% | Reduced |
| Buckingham Capital Management, Inc. | 6,324 | $1.98M | 0.24% | +1,882+42.4% | Added |
| Bangor Savings Bank | 6,342 | $1.99M | 0.20% | −439−6.5% | Reduced |
| Ibex Wealth Advisors | 6,500 | $2.04M | 0.32% | +6,500 | New |
| TT International Asset Management LTD | 6,800 | $2.13M | 0.27% | +6,800 | New |
| Allianz Asset Management GmbH | 6,800 | $2.13M | 0.00% | +1,502+28.4% | Added |
| Live Oak Private Wealth LLC | 6,826 | $2.14M | 0.37% | +193+2.9% | Added |
| Transatlantique Private Wealth LLC | 7,011 | $2.18M | 0.89% | +153+2.2% | Added |
| Prudential Financial Inc | 7,072 | $2.22M | 0.00% | +161+2.3% | Added |
| Mackenzie Financial Corp | 7,141 | $2.24M | 0.00% | −437−5.8% | Reduced |
| Dynasty Wealth Management, LLC | 7,144 | $2.24M | 0.07% | +253+3.7% | Added |
| Diversified Trust Co | 7,432 | $2.33M | 0.07% | −190−2.5% | Reduced |
| Jump Financial, LLC | 7,450 | $2.34M | 0.05% | +7,450 | New |