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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 281 | $80.7K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $86.2K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 324 | $92.5K | 0.00% | −31−8.7% | Reduced |
| EverSource Wealth Advisors, LLC | 348 | $100.0K | 0.01% | −46−11.7% | Reduced |
| Hollencrest Capital Management | 363 | $104.3K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 375 | $107.7K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 392 | $112.6K | 0.00% | −91−18.8% | Reduced |
| CWM, LLC | 425 | $122.0K | 0.00% | −365−46.2% | Reduced |
| Westpac Banking Corp | 429 | $123.3K | 0.01% | −52−10.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 436 | $126.0K | 0.01% | +417+2,194.7% | Added |
| Capital Advisors, Ltd. LLC | 473 | $136.0K | 0.02% | −1−0.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 495 | $142.2K | 0.04% | +495 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 508 | $146.0K | 0.01% | −6−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 511 | $146.8K | 0.00% | +96+23.1% | Added |
| Financial Management Professionals, Inc. | 527 | $151.0K | 0.02% | −15−2.8% | Reduced |
| GeoWealth Management, LLC | 530 | $152.3K | 0.01% | −106−16.7% | Reduced |
| Spire Wealth Management | 531 | $152.6K | 0.01% | −101−16.0% | Reduced |
| Aviso Financial Inc. | 560 | $160.9K | 0.01% | −76−11.9% | Reduced |
| Geneos Wealth Management Inc. | 583 | $167.5K | 0.01% | +93+19.0% | Added |
| First Horizon Advisors, Inc. | 597 | $171.5K | 0.00% | +151+33.9% | Added |
| Farther Finance Advisors, LLC | 600 | $172.5K | 0.01% | +29+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 601 | $172.7K | 0.00% | −22,715−97.4% | Reduced |
| Key Financial Inc | 603 | $173.2K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 606 | $174.0K | 0.01% | −10−1.6% | Reduced |
| Allworth Financial LP | 625 | $179.6K | 0.00% | +161+34.7% | Added |
| Grove Bank & Trust | 640 | $183.9K | 0.03% | −10−1.5% | Reduced |
| Contravisory Investment Management, Inc. | 660 | $189.6K | 0.04% | +660 | New |
| Jones Financial Companies LLLP | 677 | $193.6K | 0.00% | +317+88.1% | Added |
| Camden National Bank | 697 | $200.3K | 0.03% | +697 | New |
| Simplicity Wealth,LLC | 700 | $201.1K | 0.02% | −16,400−95.9% | Reduced |
| Pacer Advisors, Inc. | 700 | $201.1K | 0.00% | −15−2.1% | Reduced |
| Kingsview Wealth Management, LLC | 705 | $202.6K | 0.00% | +1+0.1% | Added |
| QRG Capital Management, Inc. | 707 | $203.1K | 0.00% | +45+6.8% | Added |
| Advisors Asset Management, Inc. | 717 | $206.0K | 0.00% | −111−13.4% | Reduced |
| Clearstead Advisors, LLC | 725 | $208.3K | 0.00% | −17−2.3% | Reduced |
| Journey Strategic Wealth LLC | 726 | $208.6K | 0.01% | +3+0.4% | Added |
| Aureus Asset Management, LLC | 728 | $209.2K | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 737 | $211.7K | 0.00% | +60+8.9% | Added |
| Csenge Advisory Group | 714 | $211.8K | 0.01% | +55+8.3% | Added |
| IFP Advisors, Inc | 738 | $212.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 740 | $212.6K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 970 | $215.1K | 0.01% | +228+30.7% | Added |
| Eagle Wealth Strategies LLC | 749 | $215.2K | 0.16% | −2−0.3% | Reduced |
| Forza Wealth Management, LLC | 751 | $215.8K | 0.10% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 844 | $225.7K | 0.00% | +844 | New |
| Aspen Grove Capital, LLC | 787 | $226.1K | 0.05% | −20−2.5% | Reduced |
| Two Sigma Securities, LLC | 788 | $226.4K | 0.02% | −2,613−76.8% | Reduced |
| Portland Investment Counsel Inc. | 800 | $229.8K | 0.08% | +800 | New |
| Diversify Advisory Services, LLC | 820 | $232.5K | 0.01% | +73+9.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 810 | $232.7K | 0.21% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 815 | $234.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 817 | $235.0K | 0.00% | 00.0% | Unchanged |
| Wrapmanager Inc | 818 | $235.0K | 0.06% | −344−29.6% | Reduced |
| Community Financial Services Group, LLC | 825 | $237.0K | 0.05% | −55−6.3% | Reduced |
| Ellevest, Inc. | 827 | $237.6K | 0.01% | −575−41.0% | Reduced |
| Bernardo Wealth Planning LLC | 805 | $238.0K | 0.06% | 00.0% | Unchanged |
| Capula Management Ltd | 837 | $240.5K | 0.00% | +837 | New |
| IHT Wealth Management, LLC | 853 | $244.0K | 0.01% | +853 | New |
| Sigma Planning Corp | 852 | $244.8K | 0.01% | −63−6.9% | Reduced |
| Evernest Financial Advisors, LLC | 854 | $245.4K | 0.07% | 00.0% | Unchanged |
| Investment House LLC | 855 | $245.7K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 860 | $247.1K | 0.00% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 865 | $248.5K | 0.06% | +125+16.9% | Added |
| Petrus Trust Company, LTA | 866 | $248.8K | 0.02% | +71+8.9% | Added |
| Holderness Investments Co | 875 | $251.4K | 0.05% | 00.0% | Unchanged |
| GFS Advisors, LLC | 878 | $252.0K | 0.05% | +874+21,850.0% | Added |
| We Are One Seven, LLC | 896 | $257.4K | 0.01% | −137−13.3% | Reduced |
| Millennium Capital Advisors, LLC | 900 | $258.6K | 0.17% | 00.0% | Unchanged |
| Assetmark, Inc | 903 | $259.5K | 0.00% | +133+17.3% | Added |
| Hancock Whitney Corp | 911 | $261.7K | 0.01% | −105−10.3% | Reduced |
| Wolverine Trading, LLC | 919 | $262.5K | 0.01% | −1,641−64.1% | Reduced |
| Crestwood Advisors Group LLC | 918 | $263.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 931 | $267.5K | 0.01% | −308−24.9% | Reduced |
| Signaturefd, LLC | 932 | $267.8K | 0.01% | −11−1.2% | Reduced |
| Net Worth Advisory Group | 936 | $268.7K | 0.08% | +936 | New |
| NorthRock Partners, LLC | 937 | $269.2K | 0.01% | +9+1.0% | Added |
| Galvin, Gaustad & Stein, LLC | 952 | $273.5K | 0.02% | −20−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 965 | $277.3K | 0.01% | +965 | New |
| Prelude Capital Management, LLC | 965 | $277.3K | 0.02% | +965 | New |
| Resonant Capital Advisors, LLC | 966 | $277.5K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 972 | $279.3K | 0.00% | −191−16.4% | Reduced |
| Apollon Wealth Management, LLC | 981 | $281.9K | 0.01% | −39−3.8% | Reduced |
| Bradley Foster & Sargent Inc | 1,000 | $287.3K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $287.3K | 0.09% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,005 | $288.7K | 0.01% | −26,872−96.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,005 | $288.7K | 0.00% | −126−11.1% | Reduced |
| Catalytic Wealth RIA, LLC | 1,042 | $299.4K | 0.05% | +14+1.4% | Added |
| Global Retirement Partners, LLC | 1,042 | $299.4K | 0.01% | +37+3.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $304.3K | 0.03% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,063 | $305.4K | 0.05% | +51+5.0% | Added |
| First National Bank of Hutchinson | 1,073 | $308.3K | 0.20% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,076 | $309.1K | 0.00% | −390−26.6% | Reduced |
| Entropy Technologies, LP | 1,079 | $310.0K | 0.03% | −3,899−78.3% | Reduced |
| Avitas Wealth Management LLC | 1,079 | $310.0K | 0.04% | −83−7.1% | Reduced |
| Mission Wealth Management, LP | 1,081 | $310.6K | 0.01% | +16+1.5% | Added |
| Old National Bancorp | 1,087 | $312.3K | 0.01% | −216−16.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,097 | $315.2K | 0.03% | +4+0.4% | Added |
| Guggenheim Capital LLC | 1,117 | $320.9K | 0.00% | −18−1.6% | Reduced |
| Wallace Advisory Group, LLC | 1,024 | $321.0K | 0.23% | −10−1.0% | Reduced |
| Northwest & Ethical Investments L.P. | 1,140 | $327.6K | 0.01% | +150+15.2% | Added |