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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 3,840 | $805.3K | 0.00% | −43,452−91.9% | Reduced |
| Confluence Investment Management LLC | 3,829 | $803.0K | 0.01% | +37+1.0% | Added |
| Toroso Investments, LLC | 3,827 | $802.6K | 0.01% | +3,827 | New |
| Dynasty Wealth Management, LLC | 3,818 | $800.6K | 0.01% | −3,336−46.6% | Reduced |
| Nwam LLC | 3,811 | $799.2K | 0.05% | −2−0.1% | Reduced |
| Rathbone Brothers plc | 3,800 | $796.9K | 0.00% | 00.0% | Unchanged |
| Motco | 3,778 | $792.3K | 0.08% | −26−0.7% | Reduced |
| BancorpSouth Bank | 3,756 | $787.7K | 0.05% | −25−0.7% | Reduced |
| Headlands Technologies LLC | 3,595 | $753.9K | 0.08% | −4,204−53.9% | Reduced |
| FDx Advisors, Inc. | 3,527 | $740.0K | 0.22% | +422+13.6% | Added |
| Eqis Capital Management, Inc. | 3,520 | $738.2K | 0.06% | +720+25.7% | Added |
| Robeco Institutional Asset Management B.V. | 3,494 | $732.7K | 0.00% | −398−10.2% | Reduced |
| LRT Capital Management, LLC | 3,473 | $728.3K | 0.57% | +3,473 | New |
| O'Shaughnessy Asset Management, LLC | 3,471 | $727.9K | 0.01% | −531−13.3% | Reduced |
| Mariner, LLC | 3,368 | $706.2K | 0.00% | −1,669−33.1% | Reduced |
| Coldstream Capital Management Inc | 3,222 | $675.7K | 0.01% | −866−21.2% | Reduced |
| DAGCO, Inc. | 3,186 | $668.1K | 0.22% | +76+2.4% | Added |
| CIBC World Markets Inc. | 3,137 | $658.0K | 0.00% | +1,328+73.4% | Added |
| Aviva PLC | 3,116 | $653.5K | 0.00% | −14−0.4% | Reduced |
| Advisory Services Network, LLC | 3,082 | $646.3K | 0.01% | +240+8.4% | Added |
| Yarbrough Capital, LLC | 3,044 | $638.4K | 0.02% | −369−10.8% | Reduced |
| Trust Point Inc. | 3,031 | $635.6K | 0.04% | +985+48.1% | Added |
| Brave Warrior Advisors, LLC | 3,000 | $629.1K | 0.02% | +3,000 | New |
| Pitcairn Co | 2,989 | $626.8K | 0.04% | −850−22.1% | Reduced |
| Thrivent Financial for Lutherans | 2,909 | $620.0K | 0.00% | −51,821−94.7% | Reduced |
| CIBC Asset Management Inc | 2,940 | $616.5K | 0.00% | +280+10.5% | Added |
| Bryn Mawr Trust Co | 2,922 | $612.8K | 0.01% | +2,732+1,437.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,899 | $607.9K | 0.16% | −118−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,833 | $594.1K | 0.00% | −306−9.7% | Reduced |
| SG Americas Securities, LLC | 2,779 | $583.0K | 0.00% | −12,668−82.0% | Reduced |
| Foresight Group Ltd Liability Partnership | 2,765 | $579.5K | 0.56% | +2,765 | New |
| International Assets Investment Management, LLC | 2,679 | $569.6K | 0.05% | −750,073−99.6% | Reduced |
| Financial Advocates Investment Management | 2,708 | $567.9K | 0.03% | +345+14.6% | Added |
| Gibbs Wealth Management | 2,696 | $565.4K | 0.15% | −1,446−34.9% | Reduced |
| Montag & Caldwell, LLC | 2,670 | $559.9K | 0.12% | −1,609−37.6% | Reduced |
| PEAK6 LLC | 2,609 | $547.1K | 0.02% | +2,609 | New |
| Marietta Investment Partners LLC | 2,603 | $545.9K | 0.12% | −12−0.5% | Reduced |
| Hilltop Holdings Inc. | 2,534 | $531.4K | 0.03% | +231+10.0% | Added |
| HighPoint Advisor Group LLC | 2,810 | $526.5K | 0.03% | −164−5.5% | Reduced |
| Rice Hall James & Associates, LLC | 2,491 | $522.4K | 0.03% | −4,382−63.8% | Reduced |
| Yorktown Management & Research Co Inc | 2,450 | $513.8K | 0.49% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,427 | $509.0K | 0.00% | −51−2.1% | Reduced |
| Portside Wealth Group, LLC | 2,416 | $506.7K | 0.08% | −1,818−42.9% | Reduced |
| Hayek Kallen Investment Management | 2,380 | $499.0K | 0.18% | −125−5.0% | Reduced |
| Legacy Advisors, LLC | 2,356 | $494.1K | 0.05% | +23+1.0% | Added |
| Ninety One SA (PTY) Ltd | 2,355 | $493.9K | 0.11% | +269+12.9% | Added |
| Monticello Wealth Management, LLC | 2,327 | $488.0K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,318 | $486.1K | 0.01% | −2,131−47.9% | Reduced |
| William Blair Investment Management, LLC | 2,306 | $483.6K | 0.00% | −1,257,039−99.8% | Reduced |
| Dakota Wealth Management | 2,296 | $481.5K | 0.01% | −1,296−36.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,295 | $481.3K | 0.02% | +2,295 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,231 | $479.9K | 0.01% | −398−15.1% | Reduced |
| Pinnacle Associates Ltd | 2,284 | $479.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,225 | $466.5K | 0.00% | −444−16.6% | Reduced |
| American Trust | 2,217 | $464.9K | 0.04% | +1,027+86.3% | Added |
| WR Wealth Planners, LLC | 2,206 | $462.6K | 0.15% | −253−10.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,203 | $462.0K | 0.13% | +11+0.5% | Added |
| Alliance Wealth Advisors, LLC | 2,144 | $449.6K | 0.12% | −1,963−47.8% | Reduced |
| Venturi Wealth Management, LLC | 2,135 | $447.7K | 0.02% | +518+32.0% | Added |
| Guggenheim Capital LLC | 2,105 | $441.4K | 0.00% | +988+88.5% | Added |
| Wahed Invest LLC | 2,100 | $440.4K | 0.07% | +108+5.4% | Added |
| State of Wyoming | 2,082 | $436.6K | 0.06% | −49−2.3% | Reduced |
| Greenwood Capital Associates LLC | 2,052 | $430.3K | 0.06% | −104−4.8% | Reduced |
| Portland Investment Counsel Inc. | 2,000 | $419.4K | 0.11% | +1,200+150.0% | Added |
| Somerset Trust Co | 1,994 | $418.2K | 0.16% | −85−4.1% | Reduced |
| AlphaCentric Advisors LLC | 1,965 | $412.1K | 0.41% | +1,965 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,958 | $410.6K | 0.01% | +1,958 | New |
| Groesbeck Investment Management Corp | 1,911 | $401.0K | 0.52% | −260−12.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,911 | $400.8K | 0.00% | +1,067+126.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,839 | $386.0K | 0.00% | +86+4.9% | Added |
| Malaga Cove Capital, LLC | 1,840 | $385.9K | 0.15% | +25+1.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,817 | $381.0K | 0.00% | −1,792−49.7% | Reduced |
| Eagle Harbor Asset Management Inc | 1,810 | $379.6K | 0.38% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,804 | $378.3K | 0.12% | −1,819−50.2% | Reduced |
| D.A. Davidson & Co. | 1,773 | $371.8K | 0.00% | −74−4.0% | Reduced |
| Birch Financial Group, LLC | 1,772 | $371.6K | 0.42% | +1,772 | New |
| Summit Creek Advisors LLC | 1,760 | $369.1K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,759 | $368.9K | 0.00% | −199−10.2% | Reduced |
| Insigneo Advisory Services, LLC | 1,759 | $368.9K | 0.04% | −130−6.9% | Reduced |
| Empowered Funds, LLC | 1,668 | $349.8K | 0.01% | +11+0.7% | Added |
| Private Advisor Group, LLC | 1,667 | $349.6K | 0.00% | −569−25.4% | Reduced |
| Qsemble Capital Management, LP | 1,648 | $345.6K | 0.05% | +44+2.7% | Added |
| Tiaa Trust, National Association | 1,646 | $345.2K | 0.00% | −404−19.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,620 | $339.7K | 0.14% | +810+100.0% | Added |
| Schechter Investment Advisors, LLC | 1,593 | $334.1K | 0.03% | −1,434−47.4% | Reduced |
| Forum Financial Management, LP | 1,588 | $333.0K | 0.01% | +1,588 | New |
| Benjamin Edwards Inc | 1,569 | $328.9K | 0.00% | +195+14.2% | Added |
| Legacy Capital Wealth Partners, LLC | 1,563 | $327.8K | 0.08% | −631−28.8% | Reduced |
| Stephenson National Bank & Trust | 1,560 | $327.1K | 0.11% | +55+3.7% | Added |
| Tectonic Advisors LLC | 1,527 | $320.2K | 0.02% | −1,257−45.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,525 | $319.8K | 0.05% | +24+1.6% | Added |
| Diversify Wealth Management, LLC | 1,464 | $319.5K | 0.02% | −640−30.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,520 | $318.8K | 0.01% | −151−9.0% | Reduced |
| Wallace Advisory Group, LLC | 1,109 | $318.6K | 0.22% | +85+8.3% | Added |
| JustInvest LLC | 1,511 | $316.9K | 0.00% | −785−34.2% | Reduced |
| Wealth Alliance | 1,482 | $310.8K | 0.04% | +150+11.3% | Added |
| Commerce Bank | 1,458 | $305.8K | 0.00% | −305−17.3% | Reduced |
| Harbor Capital Advisors, Inc. | 1,446 | $303.0K | 0.01% | −913−38.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,440 | $302.0K | 0.01% | −70−4.6% | Reduced |
| Steel Peak Wealth Management LLC | 1,428 | $299.5K | 0.01% | −72−4.8% | Reduced |