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 |
|---|---|---|---|---|---|
| Tributary Capital Management, LLC | 1,810 | $567.4K | 0.05% | −18−1.0% | Reduced |
| Capstone Investment Advisors, LLC | 1,803 | $565.2K | 0.01% | −789−30.4% | Reduced |
| Wahed Invest LLC | 1,774 | $556.1K | 0.11% | +184+11.6% | Added |
| AQR Capital Management LLC | 1,748 | $547.9K | 0.00% | +839+92.3% | Added |
| Emerald Advisers, LLC | 1,746 | $547.3K | 0.02% | −487−21.8% | Reduced |
| MAI Capital Management | 1,713 | $537.0K | 0.01% | +149+9.5% | Added |
| CIBC World Markets Inc. | 1,697 | $532.0K | 0.00% | +1,697 | New |
| United Capital Financial Advisers, LLC | 1,684 | $527.9K | 0.00% | −122−6.8% | Reduced |
| Insigneo Advisory Services, LLC | 1,694 | $526.0K | 0.06% | +336+24.7% | Added |
| Laffer Tengler Investments | 1,650 | $517.2K | 0.11% | +1,650 | New |
| Empowered Funds, LLC | 1,635 | $512.5K | 0.01% | +315+23.9% | Added |
| 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 |
| Clifford Swan Investment Counsel LLC | 1,620 | $507.8K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,520 | $502.4K | 0.02% | −282−15.6% | Reduced |
| UBS Asset Management Americas Inc | 1,588 | $497.8K | 0.00% | −85,832−98.2% | Reduced |
| Hilltop Holdings Inc. | 1,574 | $493.4K | 0.06% | +59+3.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,540 | $482.7K | 0.07% | +25+1.7% | Added |
| Merit Financial Group, LLC | 1,513 | $474.3K | 0.01% | −2−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,510 | $473.3K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,506 | $472.1K | 0.09% | +1,506 | New |
| UBS Oconnor LLC | 1,492 | $467.7K | 0.01% | +520+53.5% | Added |
| Altfest L J & Co Inc | 1,479 | $464.0K | 0.06% | +325+28.2% | Added |
| Prime Capital Investment Advisors, LLC | 1,466 | $459.5K | 0.01% | −38−2.5% | Reduced |
| Commerce Bank | 1,462 | $458.3K | 0.00% | −33−2.2% | Reduced |
| National Asset Management, Inc. | 1,448 | $453.9K | 0.01% | −543−27.3% | Reduced |
| Icon Wealth Advisors, LLC | 1,375 | $451.6K | 0.04% | +1,375 | New |
| Northwestern Mutual Wealth Management Co | 1,433 | $449.2K | 0.00% | +438+44.0% | Added |
| Mesirow Financial Investment Management, Inc. | 1,421 | $445.4K | 0.01% | −259−15.4% | Reduced |
| Granite Group Advisors, LLC | 1,411 | $442.3K | 0.34% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,402 | $439.5K | 0.03% | +424+43.4% | Added |
| Fiduciary Family Office, LLC | 1,353 | $424.1K | 0.17% | −4−0.3% | Reduced |
| Sentry Investment Management LLC | 1,345 | $422.0K | 0.19% | −276−17.0% | Reduced |
| Park National Corp | 1,339 | $419.7K | 0.02% | +30+2.3% | Added |
| Huntington National Bank | 1,330 | $416.9K | 0.00% | −118−8.1% | Reduced |
| Daiwa Securities Group Inc. | 1,317 | $413.0K | 0.00% | −87−6.2% | Reduced |
| Old National Bancorp | 1,303 | $408.5K | 0.01% | −971−42.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,213 | $407.5K | 0.01% | +1,210+40,333.3% | Added |
| Fifth Third Bancorp | 1,293 | $405.3K | 0.00% | −52−3.9% | Reduced |
| CAPROCK Group, Inc. | 1,292 | $405.3K | 0.02% | +304+30.8% | Added |
| Gsa Capital Partners LLP | 1,276 | $400.0K | 0.03% | +1,276 | New |
| American Trust | 1,275 | $399.7K | 0.03% | −116−8.3% | Reduced |
| SYSTM Wealth Solutions LLC | 1,255 | $393.4K | 0.09% | −5,789−82.2% | Reduced |
| Schroder Investment Management Group | 1,246 | $390.6K | 0.00% | −40−3.1% | Reduced |
| Parallel Advisors, LLC | 1,239 | $388.4K | 0.01% | −173−12.3% | Reduced |
| HSBC Holdings PLC | 1,236 | $387.4K | 0.00% | +272+28.2% | Added |
| SG Americas Securities, LLC | 1,235 | $387.0K | 0.00% | +370+42.8% | Added |
| Arkadios Wealth Advisors | 1,231 | $385.9K | 0.03% | +497+67.7% | Added |
| 1776 Wealth LLC | 1,227 | $384.6K | 0.17% | +1,227 | New |
| Frank, Rimerman Advisors LLC | 1,225 | $384.0K | 0.03% | +1,223+61,150.0% | Added |
| Penobscot Investment Management Company, Inc. | 1,224 | $383.7K | 0.04% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,198 | $375.5K | 0.03% | +114+10.5% | Added |
| Cynosure Management, LLC | 1,188 | $372.4K | 0.06% | +1,188 | New |
| State of Wyoming | 1,177 | $369.0K | 0.06% | −138−10.5% | Reduced |
| Fiduciary Trust Co | 1,163 | $364.6K | 0.01% | +273+30.7% | Added |
| 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 |
| Hardy Reed LLC | 1,144 | $358.8K | 0.04% | +1,144 | New |
| Guggenheim Capital LLC | 1,135 | $355.8K | 0.00% | −475−29.5% | Reduced |
| Kolinsky Wealth Management, LLC | 1,134 | $355.5K | 0.25% | +352+45.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,131 | $354.5K | 0.00% | +191+20.3% | Added |
| Eqis Capital Management, Inc. | 1,129 | $353.9K | 0.03% | −2,650−70.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,125 | $352.7K | 0.04% | +1,125 | New |
| Venturi Wealth Management, LLC | 1,103 | $345.8K | 0.02% | +1,103 | New |
| SRS Capital Advisors, Inc. | 1,093 | $342.6K | 0.03% | −12−1.1% | Reduced |
| Norden Group LLC | 1,090 | $341.7K | 0.07% | +387+55.0% | Added |
| Legacy Capital Wealth Partners, LLC | 1,079 | $338.2K | 0.09% | +1,079 | New |
| Quantinno Capital Management LP | 1,075 | $337.0K | 0.01% | +272+33.9% | Added |
| First National Bank of Hutchinson | 1,073 | $336.4K | 0.21% | −62−5.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,069 | $335.0K | 0.01% | +2+0.2% | Added |
| Mission Wealth Management, LP | 1,065 | $333.8K | 0.01% | +2+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $332.0K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,047 | $328.2K | 0.00% | +29+2.8% | Added |
| Wallace Advisory Group, LLC | 1,034 | $324.1K | 0.23% | +1,034 | New |
| We Are One Seven, LLC | 1,033 | $323.8K | 0.02% | +364+54.4% | Added |
| Catalytic Wealth RIA, LLC | 1,028 | $322.2K | 0.06% | −43−4.0% | Reduced |
| Apollon Wealth Management, LLC | 1,020 | $319.7K | 0.01% | −102−9.1% | Reduced |
| Hancock Whitney Corp | 1,016 | $318.5K | 0.01% | −83−7.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,006 | $318.4K | 0.00% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,012 | $317.2K | 0.06% | +60+6.3% | Added |
| Global Retirement Partners, LLC | 1,005 | $315.0K | 0.01% | +245+32.2% | Added |
| 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 |
| Wealth Alliance | 993 | $311.3K | 0.04% | +993 | New |
| Northwest & Ethical Investments L.P. | 990 | $310.3K | 0.01% | +130+15.1% | Added |
| Galvin, Gaustad & Stein, LLC | 972 | $304.7K | 0.03% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 966 | $302.8K | 0.02% | +2+0.2% | Added |
| Signaturefd, LLC | 943 | $295.6K | 0.01% | +38+4.2% | Added |
| NorthRock Partners, LLC | 928 | $290.9K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 919 | $288.1K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 918 | $287.8K | 0.01% | +918 | New |
| Sigma Planning Corp | 915 | $286.8K | 0.01% | −8−0.9% | Reduced |
| Millennium Capital Advisors, LLC | 900 | $282.1K | 0.19% | −50−5.3% | Reduced |
| Wedbush Securities Inc | 899 | $282.0K | 0.01% | +899 | New |
| Community Financial Services Group, LLC | 880 | $275.9K | 0.06% | −405−31.5% | Reduced |
| GFS Advisors, LLC | 4 | $275.0K | 0.05% | −874−99.5% | Reduced |
| Holderness Investments Co | 875 | $274.3K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 873 | $273.7K | 0.01% | +873 | New |
| Williams Jones Wealth Management, LLC. | 860 | $269.6K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 855 | $268.0K | 0.02% | 00.0% | Unchanged |