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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 860 | $247.1K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 855 | $245.7K | 0.01% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 854 | $245.4K | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 852 | $244.8K | 0.01% | −63−6.9% | Reduced |
| IHT Wealth Management, LLC | 853 | $244.0K | 0.01% | +853 | New |
| Capula Management Ltd | 837 | $240.5K | 0.00% | +837 | New |
| Bernardo Wealth Planning LLC | 805 | $238.0K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 827 | $237.6K | 0.01% | −575−41.0% | Reduced |
| Community Financial Services Group, LLC | 825 | $237.0K | 0.05% | −55−6.3% | Reduced |
| Wrapmanager Inc | 818 | $235.0K | 0.06% | −344−29.6% | Reduced |
| KBC Group NV | 817 | $235.0K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 815 | $234.2K | 0.01% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 810 | $232.7K | 0.21% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 820 | $232.5K | 0.01% | +73+9.8% | Added |
| Portland Investment Counsel Inc. | 800 | $229.8K | 0.08% | +800 | New |
| Two Sigma Securities, LLC | 788 | $226.4K | 0.02% | −2,613−76.8% | Reduced |
| Aspen Grove Capital, LLC | 787 | $226.1K | 0.05% | −20−2.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 844 | $225.7K | 0.00% | +844 | New |
| Forza Wealth Management, LLC | 751 | $215.8K | 0.10% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 749 | $215.2K | 0.16% | −2−0.3% | Reduced |
| Mutual Advisors, LLC | 970 | $215.1K | 0.01% | +228+30.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 740 | $212.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 738 | $212.0K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 714 | $211.8K | 0.01% | +55+8.3% | Added |
| Financial Counselors Inc | 737 | $211.7K | 0.00% | +60+8.9% | Added |
| Aureus Asset Management, LLC | 728 | $209.2K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 726 | $208.6K | 0.01% | +3+0.4% | Added |
| Clearstead Advisors, LLC | 725 | $208.3K | 0.00% | −17−2.3% | Reduced |
| Advisors Asset Management, Inc. | 717 | $206.0K | 0.00% | −111−13.4% | Reduced |
| QRG Capital Management, Inc. | 707 | $203.1K | 0.00% | +45+6.8% | Added |
| Kingsview Wealth Management, LLC | 705 | $202.6K | 0.00% | +1+0.1% | Added |
| 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 |
| Camden National Bank | 697 | $200.3K | 0.03% | +697 | New |
| Jones Financial Companies LLLP | 677 | $193.6K | 0.00% | +317+88.1% | Added |
| Contravisory Investment Management, Inc. | 660 | $189.6K | 0.04% | +660 | New |
| Grove Bank & Trust | 640 | $183.9K | 0.03% | −10−1.5% | Reduced |
| Allworth Financial LP | 625 | $179.6K | 0.00% | +161+34.7% | Added |
| NBC Securities, Inc. | 606 | $174.0K | 0.01% | −10−1.6% | Reduced |
| Key Financial Inc | 603 | $173.2K | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 601 | $172.7K | 0.00% | −22,715−97.4% | Reduced |
| Farther Finance Advisors, LLC | 600 | $172.5K | 0.01% | +29+5.1% | Added |
| First Horizon Advisors, Inc. | 597 | $171.5K | 0.00% | +151+33.9% | Added |
| Geneos Wealth Management Inc. | 583 | $167.5K | 0.01% | +93+19.0% | Added |
| Aviso Financial Inc. | 560 | $160.9K | 0.01% | −76−11.9% | Reduced |
| Spire Wealth Management | 531 | $152.6K | 0.01% | −101−16.0% | Reduced |
| GeoWealth Management, LLC | 530 | $152.3K | 0.01% | −106−16.7% | Reduced |
| Financial Management Professionals, Inc. | 527 | $151.0K | 0.02% | −15−2.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 511 | $146.8K | 0.00% | +96+23.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 508 | $146.0K | 0.01% | −6−1.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 495 | $142.2K | 0.04% | +495 | New |
| Capital Advisors, Ltd. LLC | 473 | $136.0K | 0.02% | −1−0.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 436 | $126.0K | 0.01% | +417+2,194.7% | Added |
| Westpac Banking Corp | 429 | $123.3K | 0.01% | −52−10.8% | Reduced |
| CWM, LLC | 425 | $122.0K | 0.00% | −365−46.2% | Reduced |
| Mather Group, LLC. | 392 | $112.6K | 0.00% | −91−18.8% | Reduced |
| Ramirez Asset Management, Inc. | 375 | $107.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 363 | $104.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 348 | $100.0K | 0.01% | −46−11.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 324 | $92.5K | 0.00% | −31−8.7% | Reduced |
| Alta Advisers Ltd | 300 | $86.2K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 281 | $80.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 269 | $77.3K | 0.00% | +5+1.9% | Added |
| GAMMA Investing LLC | 264 | $75.8K | 0.01% | +3+1.1% | Added |
| Mizuho Bank, Ltd. | 220 | $63.2K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 213 | $61.2K | 0.00% | +13+6.5% | Added |
| Quadrant Capital Group LLC | 212 | $60.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 212 | $60.9K | 0.00% | +4+1.9% | Added |
| Ronald Blue Trust, Inc. | 190 | $59.6K | 0.00% | −1,023−84.3% | Reduced |
| Harbour Investments, Inc. | 207 | $59.5K | 0.00% | −10−4.6% | Reduced |
| Umb Bank N A | 205 | $58.9K | 0.00% | −7−3.3% | Reduced |
| Bryn Mawr Trust Co | 190 | $54.6K | 0.00% | +190 | New |
| ORG Partners LLC | 185 | $53.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 179 | $51.4K | 0.02% | +123+219.6% | Added |
| Private Trust Co NA | 168 | $48.3K | 0.00% | −3−1.8% | Reduced |
| Asset Dedication, LLC | 161 | $46.3K | 0.00% | +130+419.4% | Added |
| California State Teachers Retirement System | 155 | $44.5K | 0.00% | +7+4.7% | Added |
| Glass Jacobson Investment Advisors llc | 150 | $43.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 136 | $39.1K | 0.01% | +31+29.5% | Added |
| First PREMIER Bank | 134 | $38.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 124 | $35.6K | 0.00% | −2−1.6% | Reduced |
| Richardson Financial Services Inc. | 105 | $32.7K | 0.02% | +8+8.2% | Added |
| Smartleaf Asset Management LLC | 110 | $31.4K | 0.00% | −24−17.9% | Reduced |
| Harbor Investment Advisory, LLC | 105 | $30.2K | 0.00% | +59+128.3% | Added |
| Horizon Investments, LLC | 103 | $29.6K | 0.00% | +34+49.3% | Added |
| Baldwin Brothers Inc | 100 | $28.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 92 | $26.4K | 0.00% | −3−3.2% | Reduced |
| Larson Financial Group LLC | 85 | $24.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 83 | $23.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 70 | $20.1K | 0.00% | −80−53.3% | Reduced |
| MV Capital Management, Inc. | 63 | $18.1K | 0.00% | +11+21.2% | Added |
| CoreCap Advisors, LLC | 60 | $17.2K | 0.00% | −8−11.8% | Reduced |
| ZRC Wealth Management, LLC | 60 | $17.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 59 | $17.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 52 | $14.9K | 0.00% | +52 | New |
| Bogart Wealth, LLC | 51 | $14.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rothschild Investment LLC | 49 | $14.1K | 0.00% | +29+145.0% | Added |