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 |
|---|---|---|---|---|---|
| Mariner, LLC | 5,037 | $1.45M | 0.00% | −365−6.8% | Reduced |
| Redmond Asset Management, LLC | 4,822 | $1.39M | 0.43% | −34−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 4,802 | $1.38M | 0.00% | −171−3.4% | Reduced |
| Sectoral Asset Management Inc | 4,608 | $1.32M | 0.78% | −3,420−42.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,566 | $1.31M | 0.10% | +4,566 | New |
| Principal Securities, Inc. | 4,449 | $1.28M | 0.03% | +824+22.7% | Added |
| 1832 Asset Management L.P. | 4,371 | $1.26M | 0.00% | +15+0.3% | Added |
| Kestra Advisory Services, LLC | 4,369 | $1.26M | 0.01% | −3,569−45.0% | Reduced |
| Montag & Caldwell, LLC | 4,279 | $1.23M | 0.25% | +10+0.2% | Added |
| Portside Wealth Group, LLC | 4,234 | $1.22M | 0.21% | +325+8.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,166 | $1.20M | 0.00% | +683+19.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,162 | $1.20M | 0.07% | −14,855−78.1% | Reduced |
| Rhumbline Advisers | 4,146 | $1.19M | 0.00% | −4,936−54.3% | Reduced |
| Gibbs Wealth Management | 4,142 | $1.19M | 0.39% | +545+15.2% | Added |
| O'Shaughnessy Asset Management, LLC | 4,002 | $1.19M | 0.01% | +728+22.2% | Added |
| Alliance Wealth Advisors, LLC | 4,107 | $1.18M | 0.31% | +91+2.3% | Added |
| Coldstream Capital Management Inc | 4,088 | $1.17M | 0.03% | −43−1.0% | Reduced |
| Whittier Trust Co | 4,020 | $1.15M | 0.02% | +441+12.3% | Added |
| Quartz Partners, LLC | 3,994 | $1.15M | 0.72% | +3,994 | New |
| Sara-Bay Financial | 3,980 | $1.14M | 0.48% | +3,980 | New |
| Robeco Institutional Asset Management B.V. | 3,892 | $1.12M | 0.00% | −1,637−29.6% | Reduced |
| Pitcairn Co | 3,839 | $1.10M | 0.07% | +24+0.6% | Added |
| Nwam LLC | 3,813 | $1.10M | 0.07% | +3,813 | New |
| Motco | 3,804 | $1.09M | 0.11% | −48−1.2% | Reduced |
| Rathbone Brothers plc | 3,800 | $1.09M | 0.01% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 3,792 | $1.09M | 0.01% | −102−2.6% | Reduced |
| BancorpSouth Bank | 3,781 | $1.09M | 0.07% | −55−1.4% | Reduced |
| Raymond James Trust N.A. | 3,713 | $1.07M | 0.02% | +30+0.8% | Added |
| Covenant Partners, LLC | 3,623 | $1.04M | 0.30% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,609 | $1.04M | 0.00% | −634−14.9% | Reduced |
| Dakota Wealth Management | 3,592 | $1.03M | 0.02% | −130−3.5% | Reduced |
| Daiwa Securities Group Inc. | 3,550 | $1.02M | 0.00% | +2,233+169.6% | Added |
| Thoroughbred Financial Services, LLC | 3,460 | $994.0K | 0.06% | −10−0.3% | Reduced |
| Panagora Asset Management Inc | 3,439 | $988.1K | 0.00% | −15,228−81.6% | Reduced |
| Ossiam | 3,433 | $986.3K | 0.02% | +34+1.0% | Added |
| Yarbrough Capital, LLC | 3,413 | $980.6K | 0.04% | +369+12.1% | Added |
| TD Private Client Wealth LLC | 3,410 | $979.7K | 0.03% | −230−6.3% | Reduced |
| Gsa Capital Partners LLP | 3,310 | $951.0K | 0.07% | +2,034+159.4% | Added |
| First Hawaiian Bank | 3,213 | $923.1K | 0.03% | −2,335−42.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,139 | $901.9K | 0.00% | −336−9.7% | Reduced |
| Aviva PLC | 3,130 | $899.3K | 0.00% | −5−0.2% | Reduced |
| DAGCO, Inc. | 3,110 | $893.5K | 0.37% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,105 | $892.0K | 0.24% | −128−4.0% | Reduced |
| Advisory Services Network, LLC | 2,842 | $890.9K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 3,091 | $888.0K | 0.15% | +38+1.2% | Added |
| Schechter Investment Advisors, LLC | 3,027 | $869.7K | 0.06% | −984−24.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,017 | $866.8K | 0.16% | −34,710−92.0% | Reduced |
| Blueshift Asset Management, LLC | 3,001 | $862.2K | 0.21% | +3,001 | New |
| Eqis Capital Management, Inc. | 2,800 | $804.3K | 0.06% | +1,671+148.0% | Added |
| Verition Fund Management LLC | 2,794 | $802.7K | 0.01% | +853+43.9% | Added |
| Tectonic Advisors LLC | 2,784 | $799.9K | 0.05% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,737 | $786.4K | 0.37% | −60−2.1% | Reduced |
| GWM Advisors LLC | 2,669 | $766.8K | 0.00% | +788+41.9% | Added |
| CIBC Asset Management Inc | 2,660 | $764.2K | 0.00% | −824−23.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,629 | $755.3K | 0.01% | +1,756+201.1% | Added |
| Marietta Investment Partners LLC | 2,615 | $751.3K | 0.16% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,610 | $749.9K | 0.01% | +336+14.8% | Added |
| Bleakley Financial Group, LLC | 2,609 | $749.6K | 0.02% | −14,491−84.7% | Reduced |
| Hayek Kallen Investment Management | 2,505 | $720.0K | 0.26% | −200−7.4% | Reduced |
| Brown Advisory Inc | 2,478 | $712.0K | 0.00% | +2,478 | New |
| WR Wealth Planners, LLC | 2,459 | $706.5K | 0.20% | +100+4.2% | Added |
| Banque Cantonale Vaudoise | 2,451 | $704.0K | 0.03% | −90−3.5% | Reduced |
| Yorktown Management & Research Co Inc | 2,450 | $703.9K | 0.72% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,363 | $678.9K | 0.04% | +49+2.1% | Added |
| Harbor Capital Advisors, Inc. | 2,359 | $678.0K | 0.03% | −552−19.0% | Reduced |
| Legacy Advisors, LLC | 2,333 | $670.3K | 0.07% | +2,333 | New |
| Monticello Wealth Management, LLC | 2,327 | $668.6K | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,337 | $665.0K | 0.00% | +260+12.5% | Added |
| Hilltop Holdings Inc. | 2,303 | $661.7K | 0.04% | +729+46.3% | Added |
| JustInvest LLC | 2,296 | $659.7K | 0.01% | +230+11.1% | Added |
| HighPoint Advisor Group LLC | 2,974 | $655.5K | 0.04% | +460+18.3% | Added |
| Atria Wealth Solutions, Inc. | 2,278 | $654.5K | 0.01% | +14+0.6% | Added |
| Pinnacle Associates Ltd | 2,284 | $646.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,247 | $645.6K | 0.05% | +160+7.7% | Added |
| Private Advisor Group, LLC | 2,236 | $642.4K | 0.00% | −48−2.1% | Reduced |
| Jefferies Financial Group Inc. | 2,234 | $641.9K | 0.01% | +1,540+221.9% | 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 |
| Legacy Capital Wealth Partners, LLC | 2,194 | $630.4K | 0.13% | +1,115+103.3% | Added |
| Legacy Wealth Asset Management, LLC | 2,192 | $629.8K | 0.17% | −14−0.6% | Reduced |
| Purus Wealth Management, LLC | 2,191 | $629.5K | 0.27% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,173 | $624.3K | 0.02% | −41,489−95.0% | Reduced |
| Groesbeck Investment Management Corp | 2,171 | $624.0K | 0.92% | −20−0.9% | Reduced |
| Greenwood Capital Associates LLC | 2,156 | $619.4K | 0.08% | −1,287−37.4% | Reduced |
| State of Wyoming | 2,131 | $612.3K | 0.09% | +954+81.1% | Added |
| Ninety One SA (PTY) Ltd | 2,086 | $599.3K | 0.13% | −1,266−37.8% | Reduced |
| Somerset Trust Co | 2,079 | $597.3K | 0.22% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,058 | $591.0K | 0.08% | +579+39.1% | Added |
| Diversify Wealth Management, LLC | 2,104 | $590.7K | 0.06% | −180−7.9% | Reduced |
| Tiaa Trust, National Association | 2,050 | $589.0K | 0.00% | +70+3.5% | Added |
| Trust Point Inc. | 2,046 | $587.8K | 0.04% | −22−1.1% | Reduced |
| Cresset Asset Management, LLC | 1,993 | $572.6K | 0.00% | −77−3.7% | Reduced |
| Wahed Invest LLC | 1,992 | $572.3K | 0.10% | +218+12.3% | Added |
| Winton Group Ltd | 1,976 | $567.7K | 0.04% | +1,976 | New |
| Integrated Wealth Concepts LLC | 1,958 | $562.3K | 0.01% | −52−2.6% | Reduced |
| MQS Management LLC | 1,910 | $548.8K | 0.31% | +1,910 | New |
| Insigneo Advisory Services, LLC | 1,889 | $542.7K | 0.05% | +195+11.5% | Added |
| Advisor OS, LLC | 1,881 | $540.4K | 0.05% | −104−5.2% | Reduced |
| D.A. Davidson & Co. | 1,847 | $530.7K | 0.00% | −2−0.1% | Reduced |
| Tributary Capital Management, LLC | 1,828 | $525.2K | 0.04% | +18+1.0% | Added |