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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 1,142 | $328.1K | 0.21% | +8+0.7% | Added |
| Hardy Reed LLC | 1,144 | $328.4K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,158 | $332.7K | 0.07% | −348−23.1% | Reduced |
| Calamos Wealth Management LLC | 1,167 | $335.3K | 0.02% | −4,827−80.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,180 | $339.0K | 0.01% | +1,180 | New |
| American Trust | 1,190 | $341.9K | 0.03% | −85−6.7% | Reduced |
| Schroder Investment Management Group | 1,205 | $344.2K | 0.00% | −41−3.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,210 | $347.6K | 0.03% | −14−1.1% | Reduced |
| Cynosure Management, LLC | 1,216 | $349.4K | 0.05% | +28+2.4% | Added |
| Frank, Rimerman Advisors LLC | 1,223 | $351.4K | 0.02% | −2−0.2% | Reduced |
| 1776 Wealth LLC | 1,227 | $352.5K | 0.16% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,265 | $363.4K | 0.01% | +430+51.5% | Added |
| CAPROCK Group, Inc. | 1,276 | $366.8K | 0.01% | −16−1.2% | Reduced |
| Huntington National Bank | 1,284 | $368.9K | 0.00% | −46−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,288 | $370.1K | 0.00% | −145−10.1% | Reduced |
| Arkadios Wealth Advisors | 1,293 | $371.5K | 0.02% | +62+5.0% | Added |
| Atomi Financial Group, Inc. | 1,297 | $372.7K | 0.02% | +1,297 | New |
| Quantinno Capital Management LP | 1,309 | $376.1K | 0.00% | +234+21.8% | Added |
| Park National Corp | 1,317 | $378.4K | 0.01% | −22−1.6% | Reduced |
| Fifth Third Bancorp | 1,319 | $379.0K | 0.00% | +26+2.0% | Added |
| Capital World Investors | 1,324 | $380.4K | 0.00% | +1,324 | New |
| Wealth Alliance | 1,332 | $382.7K | 0.05% | +339+34.1% | Added |
| Sentry Investment Management LLC | 1,345 | $386.0K | 0.16% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,353 | $388.7K | 0.13% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,390 | $390.3K | 0.01% | −130−8.6% | Reduced |
| Benjamin Edwards Inc | 1,374 | $394.7K | 0.01% | +1,374 | New |
| Amica Retiree Medical Trust | 1,379 | $396.0K | 0.33% | +1,379 | New |
| Granite Group Advisors, LLC | 1,394 | $400.5K | 0.26% | −17−1.2% | Reduced |
| Ieq Capital, LLC | 1,396 | $401.1K | 0.00% | +349+33.3% | Added |
| National Asset Management, Inc. | 1,390 | $402.0K | 0.01% | −58−4.0% | Reduced |
| nVerses Capital, LLC | 1,400 | $402.2K | 0.18% | +1,100+366.7% | Added |
| MAI Capital Management | 1,403 | $403.1K | 0.00% | −310−18.1% | Reduced |
| Icon Wealth Advisors, LLC | 1,409 | $404.8K | 0.03% | +34+2.5% | Added |
| Mesirow Financial Investment Management, Inc. | 1,421 | $408.3K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,432 | $411.4K | 0.02% | +1,432 | New |
| Walleye Trading LLC | 1,438 | $413.2K | 0.01% | +825+134.6% | Added |
| Quadrature Capital Ltd | 1,440 | $413.5K | 0.01% | +1,440 | New |
| Sapient Capital LLC | 1,464 | $420.6K | 0.01% | +1,464 | New |
| Americana Partners, LLC | 1,465 | $420.9K | 0.03% | +267+22.3% | Added |
| Seven Eight Capital, LP | 1,465 | $420.9K | 0.04% | +1,465 | New |
| Steel Peak Wealth Management LLC | 1,500 | $431.0K | 0.02% | −2,000−57.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,501 | $431.3K | 0.06% | −39−2.5% | Reduced |
| Stephenson National Bank & Trust | 1,505 | $432.4K | 0.14% | −124−7.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,510 | $433.8K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,551 | $445.6K | 0.00% | −133−7.9% | Reduced |
| Yousif Capital Management, LLC | 1,596 | $458.5K | 0.00% | −33−2.0% | Reduced |
| Veriti Management LLC | 1,598 | $459.1K | 0.02% | +824+106.5% | Added |
| Omers Administration Corp | 1,600 | $459.7K | 0.00% | +1,600 | New |
| Qsemble Capital Management, LP | 1,604 | $460.8K | 0.08% | +1,604 | New |
| Venturi Wealth Management, LLC | 1,617 | $464.6K | 0.02% | +514+46.6% | Added |
| Norden Group LLC | 1,629 | $468.0K | 0.06% | +539+49.4% | Added |
| Laffer Tengler Investments | 1,650 | $474.1K | 0.10% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,657 | $476.1K | 0.01% | +22+1.3% | Added |
| Clifford Swan Investment Counsel LLC | 1,671 | $480.1K | 0.02% | +51+3.1% | Added |
| Autumn Glory Partners, LLC | 1,716 | $494.8K | 0.19% | +1,716 | New |
| Fulton Bank, N.A. | 1,726 | $495.9K | 0.02% | −195−10.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,753 | $504.0K | 0.00% | −189−9.7% | Reduced |
| Summit Creek Advisors LLC | 1,760 | $505.7K | 0.07% | −11,717−86.9% | Reduced |
| Commerce Bank | 1,763 | $506.5K | 0.00% | +301+20.6% | Added |
| CIBC World Markets Inc. | 1,809 | $520.0K | 0.00% | +112+6.6% | Added |
| Eagle Harbor Asset Management Inc | 1,810 | $520.0K | 0.52% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 1,815 | $521.5K | 0.21% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 1,828 | $525.2K | 0.04% | +18+1.0% | Added |
| D.A. Davidson & Co. | 1,847 | $530.7K | 0.00% | −2−0.1% | Reduced |
| Advisor OS, LLC | 1,881 | $540.4K | 0.05% | −104−5.2% | Reduced |
| Insigneo Advisory Services, LLC | 1,889 | $542.7K | 0.05% | +195+11.5% | Added |
| MQS Management LLC | 1,910 | $548.8K | 0.31% | +1,910 | New |
| Integrated Wealth Concepts LLC | 1,958 | $562.3K | 0.01% | −52−2.6% | Reduced |
| Winton Group Ltd | 1,976 | $567.7K | 0.04% | +1,976 | New |
| Wahed Invest LLC | 1,992 | $572.3K | 0.10% | +218+12.3% | Added |
| Cresset Asset Management, LLC | 1,993 | $572.6K | 0.00% | −77−3.7% | Reduced |
| Trust Point Inc. | 2,046 | $587.8K | 0.04% | −22−1.1% | Reduced |
| Tiaa Trust, National Association | 2,050 | $589.0K | 0.00% | +70+3.5% | Added |
| Diversify Wealth Management, LLC | 2,104 | $590.7K | 0.06% | −180−7.9% | Reduced |
| Altfest L J & Co Inc | 2,058 | $591.0K | 0.08% | +579+39.1% | Added |
| Somerset Trust Co | 2,079 | $597.3K | 0.22% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 2,086 | $599.3K | 0.13% | −1,266−37.8% | Reduced |
| State of Wyoming | 2,131 | $612.3K | 0.09% | +954+81.1% | Added |
| Greenwood Capital Associates LLC | 2,156 | $619.4K | 0.08% | −1,287−37.4% | Reduced |
| Groesbeck Investment Management Corp | 2,171 | $624.0K | 0.92% | −20−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,173 | $624.3K | 0.02% | −41,489−95.0% | Reduced |
| Purus Wealth Management, LLC | 2,191 | $629.5K | 0.27% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,192 | $629.8K | 0.17% | −14−0.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,194 | $630.4K | 0.13% | +1,115+103.3% | Added |
| Archer Investment Corp | 2,200 | $632.1K | 0.17% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,200 | $632.1K | 0.14% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,234 | $641.9K | 0.01% | +1,540+221.9% | Added |
| Private Advisor Group, LLC | 2,236 | $642.4K | 0.00% | −48−2.1% | Reduced |
| Zions Bancorporation, N.A. | 2,247 | $645.6K | 0.05% | +160+7.7% | Added |
| Pinnacle Associates Ltd | 2,284 | $646.5K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,278 | $654.5K | 0.01% | +14+0.6% | Added |
| HighPoint Advisor Group LLC | 2,974 | $655.5K | 0.04% | +460+18.3% | Added |
| JustInvest LLC | 2,296 | $659.7K | 0.01% | +230+11.1% | Added |
| Hilltop Holdings Inc. | 2,303 | $661.7K | 0.04% | +729+46.3% | Added |
| Mercer Global Advisors Inc | 2,337 | $665.0K | 0.00% | +260+12.5% | Added |
| Monticello Wealth Management, LLC | 2,327 | $668.6K | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,333 | $670.3K | 0.07% | +2,333 | New |
| Harbor Capital Advisors, Inc. | 2,359 | $678.0K | 0.03% | −552−19.0% | Reduced |
| Financial Advocates Investment Management | 2,363 | $678.9K | 0.04% | +49+2.1% | Added |
| Yorktown Management & Research Co Inc | 2,450 | $703.9K | 0.72% | 00.0% | Unchanged |