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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 2,451 | $704.0K | 0.03% | −90−3.5% | Reduced |
| WR Wealth Planners, LLC | 2,459 | $706.5K | 0.20% | +100+4.2% | Added |
| Brown Advisory Inc | 2,478 | $712.0K | 0.00% | +2,478 | New |
| Hayek Kallen Investment Management | 2,505 | $720.0K | 0.26% | −200−7.4% | Reduced |
| Bleakley Financial Group, LLC | 2,609 | $749.6K | 0.02% | −14,491−84.7% | Reduced |
| Kestra Private Wealth Services, LLC | 2,610 | $749.9K | 0.01% | +336+14.8% | Added |
| Marietta Investment Partners LLC | 2,615 | $751.3K | 0.16% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,629 | $755.3K | 0.01% | +1,756+201.1% | Added |
| CIBC Asset Management Inc | 2,660 | $764.2K | 0.00% | −824−23.7% | Reduced |
| GWM Advisors LLC | 2,669 | $766.8K | 0.00% | +788+41.9% | Added |
| Virtus ETF Advisers LLC | 2,737 | $786.4K | 0.37% | −60−2.1% | Reduced |
| Tectonic Advisors LLC | 2,784 | $799.9K | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,794 | $802.7K | 0.01% | +853+43.9% | Added |
| Eqis Capital Management, Inc. | 2,800 | $804.3K | 0.06% | +1,671+148.0% | Added |
| Blueshift Asset Management, LLC | 3,001 | $862.2K | 0.21% | +3,001 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 3,017 | $866.8K | 0.16% | −34,710−92.0% | Reduced |
| Schechter Investment Advisors, LLC | 3,027 | $869.7K | 0.06% | −984−24.5% | Reduced |
| SkyView Investment Advisors, LLC | 3,091 | $888.0K | 0.15% | +38+1.2% | Added |
| Advisory Services Network, LLC | 2,842 | $890.9K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,105 | $892.0K | 0.24% | −128−4.0% | Reduced |
| DAGCO, Inc. | 3,110 | $893.5K | 0.37% | 00.0% | Unchanged |
| Aviva PLC | 3,130 | $899.3K | 0.00% | −5−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,139 | $901.9K | 0.00% | −336−9.7% | Reduced |
| First Hawaiian Bank | 3,213 | $923.1K | 0.03% | −2,335−42.1% | Reduced |
| Gsa Capital Partners LLP | 3,310 | $951.0K | 0.07% | +2,034+159.4% | Added |
| TD Private Client Wealth LLC | 3,410 | $979.7K | 0.03% | −230−6.3% | Reduced |
| Yarbrough Capital, LLC | 3,413 | $980.6K | 0.04% | +369+12.1% | Added |
| Ossiam | 3,433 | $986.3K | 0.02% | +34+1.0% | Added |
| Panagora Asset Management Inc | 3,439 | $988.1K | 0.00% | −15,228−81.6% | Reduced |
| Thoroughbred Financial Services, LLC | 3,460 | $994.0K | 0.06% | −10−0.3% | Reduced |
| Daiwa Securities Group Inc. | 3,550 | $1.02M | 0.00% | +2,233+169.6% | Added |
| Dakota Wealth Management | 3,592 | $1.03M | 0.02% | −130−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,609 | $1.04M | 0.00% | −634−14.9% | Reduced |
| Covenant Partners, LLC | 3,623 | $1.04M | 0.30% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,713 | $1.07M | 0.02% | +30+0.8% | Added |
| BancorpSouth Bank | 3,781 | $1.09M | 0.07% | −55−1.4% | Reduced |
| Confluence Investment Management LLC | 3,792 | $1.09M | 0.01% | −102−2.6% | Reduced |
| Rathbone Brothers plc | 3,800 | $1.09M | 0.01% | 00.0% | Unchanged |
| Motco | 3,804 | $1.09M | 0.11% | −48−1.2% | Reduced |
| Nwam LLC | 3,813 | $1.10M | 0.07% | +3,813 | New |
| Pitcairn Co | 3,839 | $1.10M | 0.07% | +24+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 3,892 | $1.12M | 0.00% | −1,637−29.6% | Reduced |
| Sara-Bay Financial | 3,980 | $1.14M | 0.48% | +3,980 | New |
| Quartz Partners, LLC | 3,994 | $1.15M | 0.72% | +3,994 | New |
| Whittier Trust Co | 4,020 | $1.15M | 0.02% | +441+12.3% | Added |
| Coldstream Capital Management Inc | 4,088 | $1.17M | 0.03% | −43−1.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,107 | $1.18M | 0.31% | +91+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 4,002 | $1.19M | 0.01% | +728+22.2% | Added |
| Gibbs Wealth Management | 4,142 | $1.19M | 0.39% | +545+15.2% | Added |
| Rhumbline Advisers | 4,146 | $1.19M | 0.00% | −4,936−54.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,162 | $1.20M | 0.07% | −14,855−78.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,166 | $1.20M | 0.00% | +683+19.6% | Added |
| Portside Wealth Group, LLC | 4,234 | $1.22M | 0.21% | +325+8.3% | Added |
| Montag & Caldwell, LLC | 4,279 | $1.23M | 0.25% | +10+0.2% | Added |
| Kestra Advisory Services, LLC | 4,369 | $1.26M | 0.01% | −3,569−45.0% | Reduced |
| 1832 Asset Management L.P. | 4,371 | $1.26M | 0.00% | +15+0.3% | Added |
| Principal Securities, Inc. | 4,449 | $1.28M | 0.03% | +824+22.7% | Added |
| Campbell & CO Investment Adviser LLC | 4,566 | $1.31M | 0.10% | +4,566 | New |
| Sectoral Asset Management Inc | 4,608 | $1.32M | 0.78% | −3,420−42.6% | Reduced |
| Commonwealth Equity Services, LLC | 4,802 | $1.38M | 0.00% | −171−3.4% | Reduced |
| Redmond Asset Management, LLC | 4,822 | $1.39M | 0.43% | −34−0.7% | Reduced |
| Mariner, LLC | 5,037 | $1.45M | 0.00% | −365−6.8% | Reduced |
| Cullen Investment Group, Ltd. | 5,080 | $1.46M | 0.22% | −84−1.6% | Reduced |
| Cerity Partners LLC | 5,231 | $1.50M | 0.00% | +1,805+52.7% | Added |
| Wealthcare Advisory Partners LLC | 5,257 | $1.51M | 0.04% | −216−3.9% | Reduced |
| First National Bank of Omaha | 5,259 | $1.51M | 0.10% | −36−0.7% | Reduced |
| Tealwood Asset Management Inc | 5,263 | $1.51M | 0.66% | −20−0.4% | Reduced |
| Aquatic Capital Management LLC | 5,280 | $1.52M | 0.04% | +5,280 | New |
| Resources Investment Advisors, LLC. | 5,371 | $1.54M | 0.02% | −157−2.8% | Reduced |
| RSM US Wealth Management LLC | 5,437 | $1.55M | 0.02% | −118−2.1% | Reduced |
| Fisher Asset Management, LLC | 5,505 | $1.58M | 0.00% | +85+1.6% | Added |
| Personal Cfo Solutions, LLC | 5,547 | $1.59M | 0.22% | +15+0.3% | Added |
| Wasatch Advisors Inc | 5,601 | $1.61M | 0.01% | +33+0.6% | Added |
| Nebula Research & Development LLC | 5,624 | $1.62M | 0.19% | +5,624 | New |
| Bangor Savings Bank | 5,816 | $1.67M | 0.16% | −526−8.3% | Reduced |
| GAM Holding AG | 5,954 | $1.71M | 0.14% | −16−0.3% | Reduced |
| Graham Capital Management, L.P. | 6,003 | $1.72M | 0.06% | −133−2.2% | Reduced |
| Allianz Asset Management GmbH | 6,055 | $1.74M | 0.00% | −745−11.0% | Reduced |
| Sanctuary Advisors, LLC | 8,140 | $1.74M | 0.01% | +1,811+28.6% | Added |
| Diversified Trust Co | 6,085 | $1.75M | 0.04% | −1,347−18.1% | Reduced |
| Washington Trust Advisors, Inc. | 6,166 | $1.77M | 0.15% | +6+0.1% | Added |
| Regions Financial Corp | 6,206 | $1.78M | 0.01% | −3,164−33.8% | Reduced |
| Transatlantique Private Wealth LLC | 6,211 | $1.78M | 0.69% | −800−11.4% | Reduced |
| Stephens Inc | 6,250 | $1.80M | 0.03% | +216+3.6% | Added |
| Connable Office Inc | 6,302 | $1.81M | 0.18% | 00.0% | Unchanged |
| Credit Agricole S A | 6,331 | $1.82M | 0.01% | +6,331 | New |
| Centiva Capital, LP | 6,363 | $1.83M | 0.08% | −28,813−81.9% | Reduced |
| CWM Advisors, LLC | 6,591 | $1.89M | 0.19% | −1,841−21.8% | Reduced |
| Ethic Inc. | 5,700 | $1.91M | 0.05% | −485−7.8% | Reduced |
| TD Waterhouse Canada Inc. | 6,806 | $1.94M | 0.02% | +5,800+576.5% | Added |
| Vident Advisory, LLC | 6,791 | $1.95M | 0.05% | +6,791 | New |
| Mackenzie Financial Corp | 6,824 | $1.96M | 0.00% | −317−4.4% | Reduced |
| Scientech Research LLC | 6,851 | $1.97M | 0.39% | −2,973−30.3% | Reduced |
| Rice Hall James & Associates, LLC | 6,873 | $1.97M | 0.11% | −772−10.1% | Reduced |
| Richard P Slaughter Associates Inc | 6,883 | $1.98M | 0.46% | +1,250+22.2% | Added |
| Live Oak Private Wealth LLC | 6,980 | $2.01M | 0.33% | +154+2.3% | Added |
| Point72 Hong Kong Ltd | 6,999 | $2.01M | 0.14% | +6,999 | New |
| Orbis Allan Gray Ltd | 7,029 | $2.02M | 0.01% | −92,065−92.9% | Reduced |
| Dynasty Wealth Management, LLC | 7,154 | $2.06M | 0.06% | +10+0.1% | Added |
| Prudential Financial Inc | 7,730 | $2.22M | 0.00% | +658+9.3% | Added |