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, Q4 2024
Institutional positions in Icon PLC as of Dec 31, 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
- 596
- −59 vs. Q3 2024
- Shares held
- 76.2M
- −2.30M (−2.9%) vs. Q3 2024
- Total value
- $16.0B
- −$6.33B (−28.4%) vs. Q3 2024
- New holders
- 93
- 188 more added
- Sold out
- 152
- 253 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Alliance | 1,482 | $310.8K | 0.04% | +150+11.3% | Added |
| JustInvest LLC | 1,511 | $316.9K | 0.00% | −785−34.2% | Reduced |
| Wallace Advisory Group, LLC | 1,109 | $318.6K | 0.22% | +85+8.3% | Added |
| Clifford Swan Investment Counsel LLC | 1,520 | $318.8K | 0.01% | −151−9.0% | Reduced |
| Diversify Wealth Management, LLC | 1,464 | $319.5K | 0.02% | −640−30.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,525 | $319.8K | 0.05% | +24+1.6% | Added |
| Tectonic Advisors LLC | 1,527 | $320.2K | 0.02% | −1,257−45.2% | Reduced |
| Stephenson National Bank & Trust | 1,560 | $327.1K | 0.11% | +55+3.7% | Added |
| Legacy Capital Wealth Partners, LLC | 1,563 | $327.8K | 0.08% | −631−28.8% | Reduced |
| Benjamin Edwards Inc | 1,569 | $328.9K | 0.00% | +195+14.2% | Added |
| Forum Financial Management, LP | 1,588 | $333.0K | 0.01% | +1,588 | New |
| Schechter Investment Advisors, LLC | 1,593 | $334.1K | 0.03% | −1,434−47.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,620 | $339.7K | 0.14% | +810+100.0% | Added |
| Tiaa Trust, National Association | 1,646 | $345.2K | 0.00% | −404−19.7% | Reduced |
| Qsemble Capital Management, LP | 1,648 | $345.6K | 0.05% | +44+2.7% | Added |
| Private Advisor Group, LLC | 1,667 | $349.6K | 0.00% | −569−25.4% | Reduced |
| Empowered Funds, LLC | 1,668 | $349.8K | 0.01% | +11+0.7% | Added |
| Insigneo Advisory Services, LLC | 1,759 | $368.9K | 0.04% | −130−6.9% | Reduced |
| Integrated Wealth Concepts LLC | 1,759 | $368.9K | 0.00% | −199−10.2% | Reduced |
| Summit Creek Advisors LLC | 1,760 | $369.1K | 0.05% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 1,772 | $371.6K | 0.42% | +1,772 | New |
| D.A. Davidson & Co. | 1,773 | $371.8K | 0.00% | −74−4.0% | Reduced |
| Covenant Partners, LLC | 1,804 | $378.3K | 0.12% | −1,819−50.2% | Reduced |
| Eagle Harbor Asset Management Inc | 1,810 | $379.6K | 0.38% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,817 | $381.0K | 0.00% | −1,792−49.7% | Reduced |
| Malaga Cove Capital, LLC | 1,840 | $385.9K | 0.15% | +25+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,839 | $386.0K | 0.00% | +86+4.9% | Added |
| Kovitz Investment Group Partners, LLC | 1,911 | $400.8K | 0.00% | +1,067+126.4% | Added |
| Groesbeck Investment Management Corp | 1,911 | $401.0K | 0.52% | −260−12.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,958 | $410.6K | 0.01% | +1,958 | New |
| AlphaCentric Advisors LLC | 1,965 | $412.1K | 0.41% | +1,965 | New |
| Somerset Trust Co | 1,994 | $418.2K | 0.16% | −85−4.1% | Reduced |
| Portland Investment Counsel Inc. | 2,000 | $419.4K | 0.11% | +1,200+150.0% | Added |
| Greenwood Capital Associates LLC | 2,052 | $430.3K | 0.06% | −104−4.8% | Reduced |
| State of Wyoming | 2,082 | $436.6K | 0.06% | −49−2.3% | Reduced |
| Wahed Invest LLC | 2,100 | $440.4K | 0.07% | +108+5.4% | Added |
| Guggenheim Capital LLC | 2,105 | $441.4K | 0.00% | +988+88.5% | Added |
| Venturi Wealth Management, LLC | 2,135 | $447.7K | 0.02% | +518+32.0% | Added |
| Alliance Wealth Advisors, LLC | 2,144 | $449.6K | 0.12% | −1,963−47.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,203 | $462.0K | 0.13% | +11+0.5% | Added |
| WR Wealth Planners, LLC | 2,206 | $462.6K | 0.15% | −253−10.3% | Reduced |
| American Trust | 2,217 | $464.9K | 0.04% | +1,027+86.3% | Added |
| GWM Advisors LLC | 2,225 | $466.5K | 0.00% | −444−16.6% | Reduced |
| Pinnacle Associates Ltd | 2,284 | $479.0K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,231 | $479.9K | 0.01% | −398−15.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,295 | $481.3K | 0.02% | +2,295 | New |
| Dakota Wealth Management | 2,296 | $481.5K | 0.01% | −1,296−36.1% | Reduced |
| William Blair Investment Management, LLC | 2,306 | $483.6K | 0.00% | −1,257,039−99.8% | Reduced |
| Principal Securities, Inc. | 2,318 | $486.1K | 0.01% | −2,131−47.9% | Reduced |
| Monticello Wealth Management, LLC | 2,327 | $488.0K | 0.04% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 2,355 | $493.9K | 0.11% | +269+12.9% | Added |
| Legacy Advisors, LLC | 2,356 | $494.1K | 0.05% | +23+1.0% | Added |
| Hayek Kallen Investment Management | 2,380 | $499.0K | 0.18% | −125−5.0% | Reduced |
| Portside Wealth Group, LLC | 2,416 | $506.7K | 0.08% | −1,818−42.9% | Reduced |
| Brown Advisory Inc | 2,427 | $509.0K | 0.00% | −51−2.1% | Reduced |
| Yorktown Management & Research Co Inc | 2,450 | $513.8K | 0.49% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,491 | $522.4K | 0.03% | −4,382−63.8% | Reduced |
| HighPoint Advisor Group LLC | 2,810 | $526.5K | 0.03% | −164−5.5% | Reduced |
| Hilltop Holdings Inc. | 2,534 | $531.4K | 0.03% | +231+10.0% | Added |
| Marietta Investment Partners LLC | 2,603 | $545.9K | 0.12% | −12−0.5% | Reduced |
| PEAK6 LLC | 2,609 | $547.1K | 0.02% | +2,609 | New |
| Montag & Caldwell, LLC | 2,670 | $559.9K | 0.12% | −1,609−37.6% | Reduced |
| Gibbs Wealth Management | 2,696 | $565.4K | 0.15% | −1,446−34.9% | Reduced |
| Financial Advocates Investment Management | 2,708 | $567.9K | 0.03% | +345+14.6% | Added |
| International Assets Investment Management, LLC | 2,679 | $569.6K | 0.05% | −750,073−99.6% | Reduced |
| Foresight Group Ltd Liability Partnership | 2,765 | $579.5K | 0.56% | +2,765 | New |
| SG Americas Securities, LLC | 2,779 | $583.0K | 0.00% | −12,668−82.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,833 | $594.1K | 0.00% | −306−9.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,899 | $607.9K | 0.16% | −118−3.9% | Reduced |
| Bryn Mawr Trust Co | 2,922 | $612.8K | 0.01% | +2,732+1,437.9% | Added |
| CIBC Asset Management Inc | 2,940 | $616.5K | 0.00% | +280+10.5% | Added |
| Thrivent Financial for Lutherans | 2,909 | $620.0K | 0.00% | −51,821−94.7% | Reduced |
| Pitcairn Co | 2,989 | $626.8K | 0.04% | −850−22.1% | Reduced |
| Brave Warrior Advisors, LLC | 3,000 | $629.1K | 0.02% | +3,000 | New |
| Trust Point Inc. | 3,031 | $635.6K | 0.04% | +985+48.1% | Added |
| Yarbrough Capital, LLC | 3,044 | $638.4K | 0.02% | −369−10.8% | Reduced |
| Advisory Services Network, LLC | 3,082 | $646.3K | 0.01% | +240+8.4% | Added |
| Aviva PLC | 3,116 | $653.5K | 0.00% | −14−0.4% | Reduced |
| CIBC World Markets Inc. | 3,137 | $658.0K | 0.00% | +1,328+73.4% | Added |
| DAGCO, Inc. | 3,186 | $668.1K | 0.22% | +76+2.4% | Added |
| Coldstream Capital Management Inc | 3,222 | $675.7K | 0.01% | −866−21.2% | Reduced |
| Mariner, LLC | 3,368 | $706.2K | 0.00% | −1,669−33.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,471 | $727.9K | 0.01% | −531−13.3% | Reduced |
| LRT Capital Management, LLC | 3,473 | $728.3K | 0.57% | +3,473 | New |
| Robeco Institutional Asset Management B.V. | 3,494 | $732.7K | 0.00% | −398−10.2% | Reduced |
| Eqis Capital Management, Inc. | 3,520 | $738.2K | 0.06% | +720+25.7% | Added |
| FDx Advisors, Inc. | 3,527 | $740.0K | 0.22% | +422+13.6% | Added |
| Headlands Technologies LLC | 3,595 | $753.9K | 0.08% | −4,204−53.9% | Reduced |
| BancorpSouth Bank | 3,756 | $787.7K | 0.05% | −25−0.7% | Reduced |
| Motco | 3,778 | $792.3K | 0.08% | −26−0.7% | Reduced |
| Rathbone Brothers plc | 3,800 | $796.9K | 0.00% | 00.0% | Unchanged |
| Nwam LLC | 3,811 | $799.2K | 0.05% | −2−0.1% | Reduced |
| Dynasty Wealth Management, LLC | 3,818 | $800.6K | 0.01% | −3,336−46.6% | Reduced |
| Toroso Investments, LLC | 3,827 | $802.6K | 0.01% | +3,827 | New |
| Confluence Investment Management LLC | 3,829 | $803.0K | 0.01% | +37+1.0% | Added |
| Federated Hermes, Inc. | 3,840 | $805.3K | 0.00% | −43,452−91.9% | Reduced |
| Commonwealth Equity Services, LLC | 3,878 | $813.0K | 0.00% | −924−19.2% | Reduced |
| Kestra Advisory Services, LLC | 3,908 | $819.5K | 0.00% | −461−10.6% | Reduced |
| Tributary Capital Management, LLC | 3,950 | $828.4K | 0.06% | +2,122+116.1% | Added |
| Sara-Bay Financial | 3,980 | $834.4K | 0.31% | 00.0% | Unchanged |