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 |
|---|---|---|---|---|---|
| Evernest Financial Advisors, LLC | 854 | $267.7K | 0.12% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 835 | $261.7K | 0.01% | +835 | New |
| Advisors Asset Management, Inc. | 828 | $259.6K | 0.01% | −502−37.7% | Reduced |
| KBC Group NV | 817 | $256.0K | 0.00% | +817 | New |
| Parsons Capital Management Inc | 815 | $255.5K | 0.02% | +16+2.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 810 | $253.9K | 0.25% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 807 | $253.0K | 0.06% | +18+2.3% | Added |
| Bernardo Wealth Planning LLC | 805 | $252.3K | 0.07% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 795 | $249.2K | 0.02% | +8+1.0% | Added |
| CWM, LLC | 790 | $248.0K | 0.00% | +66+9.1% | Added |
| Mutual Advisors, LLC | 742 | $244.4K | 0.01% | +45+6.5% | Added |
| Veriti Management LLC | 774 | $242.6K | 0.01% | +164+26.9% | Added |
| Diversify Advisory Services, LLC | 747 | $242.0K | 0.01% | −272−26.7% | Reduced |
| Crossmark Global Holdings, Inc. | 771 | $242.0K | 0.00% | −42−5.2% | Reduced |
| Teza Capital Management LLC | 771 | $241.7K | 0.03% | +771 | New |
| Assetmark, Inc | 770 | $241.4K | 0.00% | +13+1.7% | Added |
| Semanteon Capital Management, LP | 753 | $236.0K | 0.17% | +753 | New |
| 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 |
| Clearstead Advisors, LLC | 742 | $232.6K | 0.00% | +703+1,802.6% | Added |
| 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 |
| IFP Advisors, Inc | 738 | $231.3K | 0.01% | −11−1.5% | Reduced |
| Aureus Asset Management, LLC | 728 | $228.2K | 0.02% | −29−3.8% | Reduced |
| Privium Fund Management (UK) Ltd | 714 | $227.3K | 0.09% | +714 | New |
| Journey Strategic Wealth LLC | 723 | $226.6K | 0.01% | +86+13.5% | Added |
| Peapack Gladstone Financial Corp | 722 | $226.0K | 0.00% | −12−1.6% | Reduced |
| Pacer Advisors, Inc. | 715 | $224.1K | 0.00% | −35−4.7% | Reduced |
| Kingsview Wealth Management, LLC | 704 | $220.7K | 0.01% | +9+1.3% | Added |
| Jefferies Financial Group Inc. | 694 | $217.5K | 0.00% | +694 | New |
| Kendall Capital Management | 693 | $217.2K | 0.07% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 688 | $215.3K | 0.05% | +25+3.8% | Added |
| Goldstein Advisors, LLC | 681 | $213.5K | 0.04% | −11−1.6% | Reduced |
| Rehmann Capital Advisory Group | 680 | $212.8K | 0.02% | +62+10.0% | Added |
| Financial Counselors Inc | 677 | $212.2K | 0.00% | +4+0.6% | Added |
| Sequoia Financial Advisors, LLC | 674 | $211.3K | 0.00% | +66+10.9% | Added |
| Simplex Trading, LLC | 675 | $211.0K | 0.01% | +675 | New |
| QRG Capital Management, Inc. | 662 | $207.5K | 0.00% | −28−4.1% | Reduced |
| Csenge Advisory Group | 659 | $206.6K | 0.01% | +26+4.1% | Added |
| First American Bank | 654 | $205.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Trajan Wealth LLC | 649 | $203.4K | 0.01% | −50−7.2% | Reduced |
| Aviso Financial Inc. | 636 | $199.4K | 0.01% | +636 | New |
| GeoWealth Management, LLC | 636 | $199.4K | 0.01% | −371−36.8% | Reduced |
| Spire Wealth Management | 632 | $198.1K | 0.01% | +100+18.8% | Added |
| NBC Securities, Inc. | 616 | $193.0K | 0.02% | −2−0.3% | Reduced |
| Walleye Trading LLC | 613 | $192.2K | 0.00% | +613 | New |
| Key Financial Inc | 603 | $189.0K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 571 | $180.7K | 0.01% | +208+57.3% | Added |
| Financial Management Professionals, Inc. | 542 | $170.0K | 0.02% | +303+126.8% | Added |
| Opal Wealth Advisors, LLC | 540 | $169.3K | 0.05% | −60−10.0% | Reduced |
| Mather Group, LLC. | 483 | $162.3K | 0.00% | +123+34.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 514 | $161.1K | 0.01% | −226−30.5% | Reduced |
| Geneos Wealth Management Inc. | 490 | $153.6K | 0.01% | −59−10.7% | Reduced |
| Allworth Financial LP | 464 | $153.0K | 0.00% | −48−9.4% | Reduced |
| Westpac Banking Corp | 481 | $150.8K | 0.01% | +481 | New |
| Capital Advisors, Ltd. LLC | 474 | $149.0K | 0.02% | +3+0.6% | Added |
| First Horizon Advisors, Inc. | 446 | $139.8K | 0.00% | +19+4.4% | Added |
| Whittier Trust Co of Nevada Inc | 415 | $130.1K | 0.00% | +226+119.6% | Added |
| EverSource Wealth Advisors, LLC | 394 | $129.4K | 0.01% | +111+39.2% | Added |
| Ramirez Asset Management, Inc. | 375 | $117.6K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 363 | $113.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 360 | $112.8K | 0.00% | +295+453.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 355 | $111.2K | 0.00% | +355 | New |
| Alta Advisers Ltd | 300 | $94.0K | 0.05% | 00.0% | Unchanged |
| nVerses Capital, LLC | 300 | $94.0K | 0.06% | +300 | New |
| Nomura Asset Management Co Ltd | 281 | $88.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 273 | $86.0K | 0.01% | +168+160.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 264 | $82.8K | 0.00% | +264 | New |
| GAMMA Investing LLC | 261 | $81.8K | 0.01% | +87+50.0% | Added |
| Mizuho Bank, Ltd. | 220 | $69.0K | 0.02% | +220 | New |
| Harbour Investments, Inc. | 217 | $68.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 208 | $65.2K | 0.00% | −112−35.0% | Reduced |
| Bokf, NA | 205 | $64.3K | 0.00% | −68−24.9% | Reduced |
| Group One Trading, L.P. | 200 | $62.7K | 0.00% | +200 | New |
| ORG Partners LLC | 185 | $58.6K | 0.01% | +185 | New |
| Covestor Ltd | 184 | $58.0K | 0.04% | −73−28.4% | Reduced |
| Crewe Advisors LLC | 177 | $55.5K | 0.01% | +161+1,006.3% | Added |
| Ashton Thomas Private Wealth, LLC | 172 | $53.9K | 0.00% | +172 | New |
| Private Trust Co NA | 171 | $53.6K | 0.01% | +33+23.9% | Added |
| 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 |
| California State Teachers Retirement System | 148 | $46.4K | 0.00% | −8,258−98.2% | Reduced |
| First PREMIER Bank | 134 | $42.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 134 | $42.0K | 0.01% | +49+57.6% | Added |
| AdvisorNet Financial, Inc | 126 | $39.5K | 0.00% | +77+157.1% | Added |
| Orion Capital Management LLC | 120 | $37.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 105 | $32.9K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 102 | $32.1K | 0.00% | −1,050−91.1% | Reduced |
| Baldwin Brothers Inc | 100 | $31.3K | 0.00% | +5+5.3% | Added |
| Richardson Financial Services Inc. | 97 | $30.4K | 0.02% | −3−3.0% | Reduced |
| Lindbrook Capital, LLC | 95 | $29.8K | 0.00% | −6−5.9% | Reduced |
| Riverview Trust Co | 92 | $28.8K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $26.6K | 0.00% | +4+4.9% | Added |
| CVA Family Office, LLC | 83 | $26.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 76 | $23.8K | 0.00% | +14+22.6% | Added |
| Horizon Investments, LLC | 69 | $21.6K | 0.00% | +69 | New |