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, Q3 2024
Institutional positions in Icon PLC as of Sep 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
- 662
- −10 vs. Q2 2024
- Shares held
- 78.8M
- +2.40M (+3.1%) vs. Q2 2024
- Total value
- $22.4B
- −$1.52B (−6.4%) vs. Q2 2024
- New holders
- 65
- 240 more added
- Sold out
- 75
- 244 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Creative Capital Management Investments LLC | 1 | $287 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $287 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1 | $287 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $288 | 0.00% | +1 | New |
| TD Capital Management LLC | 2 | $575 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $575 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $575 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $653 | 0.00% | +2 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 8 | $1.00K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $1.72K | 0.00% | −6−50.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 6 | $1.72K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $2.30K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $2.30K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $2.59K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 9 | $2.59K | 0.00% | +9 | New |
| Continuum Advisory, LLC | 13 | $2.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $2.87K | 0.00% | −31−75.6% | Reduced |
| HighMark Wealth Management LLC | 10 | $2.87K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $2.87K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 9 | $3.00K | 0.00% | +9 | New |
| St Germain D J Co Inc | 11 | $3.16K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $3.16K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 12 | $3.43K | 0.00% | −8−40.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 12 | $3.45K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 14 | $4.02K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 14 | $4.02K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 19 | $4.42K | 0.00% | −12−38.7% | Reduced |
| Eagle Bay Advisors LLC | 16 | $4.60K | 0.00% | −6−27.3% | Reduced |
| Abound Wealth Management | 16 | $4.60K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 16 | $4.60K | 0.00% | +16 | New |
| Truvestments Capital LLC | 16 | $4.60K | 0.00% | +16 | New |
| Massmutual Trust Co FSB | 17 | $4.88K | 0.00% | −21−55.3% | Reduced |
| JFS Wealth Advisors, LLC | 17 | $4.88K | 0.00% | +9+112.5% | Added |
| Flaharty Asset Management, LLC | 18 | $5.17K | 0.00% | +18 | New |
| Gilliland Jeter Wealth Management LLC | 19 | $5.46K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20 | $5.71K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $5.75K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 20 | $5.75K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $5.75K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 21 | $6.03K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 22 | $6.32K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $6.32K | 0.00% | −3−12.0% | Reduced |
| Centennial Bank | 23 | $6.61K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 27 | $7.76K | 0.00% | +5+22.7% | Added |
| REAP Financial Group, LLC | 29 | $8.33K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 30 | $8.62K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 33 | $9.48K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $9.48K | 0.00% | +27+450.0% | Added |
| Pin Oak Investment Advisors Inc | 38 | $10.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 36 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $10.3K | 0.00% | +2+5.9% | Added |
| Bruce G. Allen Investments, LLC | 39 | $11.2K | 0.01% | −9−18.8% | Reduced |
| Ranger Investment Management, L.P. | 41 | $11.8K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 41 | $11.8K | 0.00% | +41 | New |
| TSFG, LLC | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 42 | $12.1K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 45 | $12.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 48 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 49 | $14.1K | 0.00% | +29+145.0% | Added |
| Citizens National Bank Trust Department | 50 | $14.4K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $14.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $14.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $14.7K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 52 | $14.9K | 0.00% | +52 | New |
| Park Place Capital Corp | 59 | $17.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 60 | $17.2K | 0.00% | −8−11.8% | Reduced |
| ZRC Wealth Management, LLC | 60 | $17.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 63 | $18.1K | 0.00% | +11+21.2% | Added |
| Trust Co of Vermont | 70 | $20.1K | 0.00% | −80−53.3% | Reduced |
| CVA Family Office, LLC | 83 | $23.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $24.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 92 | $26.4K | 0.00% | −3−3.2% | Reduced |
| Baldwin Brothers Inc | 100 | $28.7K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 103 | $29.6K | 0.00% | +34+49.3% | Added |
| Harbor Investment Advisory, LLC | 105 | $30.2K | 0.00% | +59+128.3% | Added |
| Smartleaf Asset Management LLC | 110 | $31.4K | 0.00% | −24−17.9% | Reduced |
| Richardson Financial Services Inc. | 105 | $32.7K | 0.02% | +8+8.2% | Added |
| AdvisorNet Financial, Inc | 124 | $35.6K | 0.00% | −2−1.6% | Reduced |
| First PREMIER Bank | 134 | $38.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 136 | $39.1K | 0.01% | +31+29.5% | Added |
| Glass Jacobson Investment Advisors llc | 150 | $43.1K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 155 | $44.5K | 0.00% | +7+4.7% | Added |
| Asset Dedication, LLC | 161 | $46.3K | 0.00% | +130+419.4% | Added |
| Private Trust Co NA | 168 | $48.3K | 0.00% | −3−1.8% | Reduced |
| Quarry LP | 179 | $51.4K | 0.02% | +123+219.6% | Added |
| ORG Partners LLC | 185 | $53.1K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 190 | $54.6K | 0.00% | +190 | New |
| Umb Bank N A | 205 | $58.9K | 0.00% | −7−3.3% | Reduced |
| Harbour Investments, Inc. | 207 | $59.5K | 0.00% | −10−4.6% | Reduced |
| Ronald Blue Trust, Inc. | 190 | $59.6K | 0.00% | −1,023−84.3% | Reduced |
| Proequities, Inc. | 212 | $60.9K | 0.00% | +4+1.9% | Added |
| Quadrant Capital Group LLC | 212 | $60.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 213 | $61.2K | 0.00% | +13+6.5% | Added |
| Mizuho Bank, Ltd. | 220 | $63.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 264 | $75.8K | 0.01% | +3+1.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 269 | $77.3K | 0.00% | +5+1.9% | Added |