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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 1,427 | $299.3K | 0.02% | −5−0.3% | Reduced |
| Global Retirement Partners, LLC | 1,412 | $296.1K | 0.01% | +370+35.5% | Added |
| MAI Capital Management | 1,407 | $295.1K | 0.00% | +4+0.3% | Added |
| Icon Wealth Advisors, LLC | 1,400 | $293.6K | 0.02% | −9−0.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,397 | $293.0K | 0.01% | −24−1.7% | Reduced |
| Granite Group Advisors, LLC | 1,394 | $292.3K | 0.19% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,388 | $291.1K | 0.00% | −163−10.5% | Reduced |
| Ethic Inc. | 1,381 | $289.6K | 0.01% | −4,319−75.8% | Reduced |
| Foundry Partners, LLC | 1,378 | $289.0K | 0.01% | +1,378 | New |
| Umb Bank N A | 1,375 | $288.4K | 0.00% | +1,170+570.7% | Added |
| Avitas Wealth Management LLC | 1,341 | $281.2K | 0.04% | +262+24.3% | Added |
| Mercer Global Advisors Inc | 1,331 | $279.1K | 0.00% | −1,006−43.0% | Reduced |
| Park National Corp | 1,317 | $276.2K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,299 | $272.4K | 0.00% | −14,901−92.0% | Reduced |
| Groupe la Francaise | 1,300 | $271.6K | 0.01% | +1,300 | New |
| Two Sigma Securities, LLC | 1,285 | $269.5K | 0.05% | +497+63.1% | Added |
| SRS Capital Advisors, Inc. | 1,281 | $268.6K | 0.02% | +184+16.8% | Added |
| National Asset Management, Inc. | 1,273 | $267.0K | 0.01% | −117−8.4% | Reduced |
| Causeway Capital Management LLC | 1,250 | $262.1K | 0.01% | +1,250 | New |
| Frank, Rimerman Advisors LLC | 1,247 | $261.5K | 0.02% | +24+2.0% | Added |
| Fiduciary Trust Co | 1,233 | $258.6K | 0.00% | +261+26.9% | Added |
| Merit Financial Group, LLC | 1,205 | $252.7K | 0.00% | +1,205 | New |
| Schroder Investment Management Group | 1,205 | $252.6K | 0.00% | 00.0% | Unchanged |
| Prakash Investment Advisors LLC | 1,200 | $251.7K | 0.25% | +1,200 | New |
| Mutual Advisors, LLC | 1,230 | $249.0K | 0.01% | +260+26.8% | Added |
| Quadcap Wealth Management, LLC | 1,180 | $247.5K | 0.04% | +1,180 | New |
| Whittier Trust Co of Nevada Inc | 1,166 | $244.5K | 0.01% | +655+128.2% | Added |
| Blueshift Asset Management, LLC | 1,163 | $243.9K | 0.09% | −1,838−61.2% | Reduced |
| Arkadios Wealth Advisors | 1,162 | $243.7K | 0.01% | −131−10.1% | Reduced |
| Norden Group LLC | 1,160 | $243.3K | 0.03% | −469−28.8% | Reduced |
| Fox Run Management, L.L.C. | 1,152 | $241.6K | 0.04% | +1,152 | New |
| Penobscot Investment Management Company, Inc. | 1,150 | $241.2K | 0.02% | −60−5.0% | Reduced |
| Hardy Reed LLC | 1,144 | $239.9K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,144 | $239.9K | 0.03% | +1,144 | New |
| Alta Capital Management LLC | 1,143 | $239.9K | 0.01% | −88,977−98.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,122 | $235.3K | 0.00% | −166−12.9% | Reduced |
| Jefferies Financial Group Inc. | 1,106 | $231.9K | 0.00% | −1,128−50.5% | Reduced |
| Wealthcare Advisory Partners LLC | 1,098 | $230.3K | 0.01% | −4,159−79.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,091 | $228.8K | 0.02% | +1,091 | New |
| Atria Wealth Solutions, Inc. | 1,073 | $225.0K | 0.00% | −1,205−52.9% | Reduced |
| First National Bank of Hutchinson | 1,073 | $225.0K | 0.14% | 00.0% | Unchanged |
| J. Goldman & Co LP | 1,072 | $224.8K | 0.01% | +1,072 | New |
| Mission Wealth Management, LP | 1,065 | $223.3K | 0.01% | −16−1.5% | Reduced |
| NewEdge Wealth, LLC | 1,063 | $222.9K | 0.00% | +1,063 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,059 | $222.1K | 0.02% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 1,027 | $215.4K | 0.20% | +1,027 | New |
| Kestra Private Wealth Services, LLC | 1,024 | $214.7K | 0.00% | −1,586−60.8% | Reduced |
| Davenport & Co LLC | 1,021 | $214.1K | 0.00% | +1,021 | New |
| Farallon Capital Management, L.L.C. | 1,000 | $209.7K | 0.00% | −219,800−99.5% | Reduced |
| Bradley Foster & Sargent Inc | 1,000 | $209.7K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,000 | $209.7K | 0.07% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 970 | $203.4K | 0.08% | −1,221−55.7% | Reduced |
| Resonant Capital Advisors, LLC | 958 | $200.9K | 0.01% | −8−0.8% | Reduced |
| We Are One Seven, LLC | 955 | $200.3K | 0.01% | +59+6.6% | Added |
| Parallel Advisors, LLC | 908 | $190.4K | 0.00% | −23−2.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 894 | $187.5K | 0.01% | +386+76.0% | Added |
| Assetmark, Inc | 872 | $182.9K | 0.00% | −31−3.4% | Reduced |
| Huntington National Bank | 778 | $163.2K | 0.00% | −506−39.4% | Reduced |
| Credit Agricole S A | 750 | $157.3K | 0.00% | −5,581−88.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 728 | $152.7K | 0.00% | −277−27.6% | Reduced |
| Pacer Advisors, Inc. | 728 | $152.7K | 0.00% | +28+4.0% | Added |
| IFP Advisors, Inc | 724 | $151.8K | 0.00% | −14−1.9% | Reduced |
| Aviso Financial Inc. | 721 | $151.2K | 0.01% | +161+28.7% | Added |
| Advisors Asset Management, Inc. | 670 | $140.5K | 0.00% | −47−6.6% | Reduced |
| Horizon Investments, LLC | 653 | $136.9K | 0.00% | +550+534.0% | Added |
| Spire Wealth Management | 643 | $134.8K | 0.00% | +112+21.1% | Added |
| Grove Bank & Trust | 638 | $133.8K | 0.02% | −2−0.3% | Reduced |
| Allworth Financial LP | 617 | $125.3K | 0.00% | −8−1.3% | Reduced |
| Geneos Wealth Management Inc. | 569 | $119.3K | 0.00% | −14−2.4% | Reduced |
| TD Private Client Wealth LLC | 568 | $119.1K | 0.00% | −2,842−83.3% | Reduced |
| Signaturefd, LLC | 539 | $113.0K | 0.00% | −393−42.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 495 | $103.8K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 494 | $103.6K | 0.00% | −183−27.0% | Reduced |
| Farther Finance Advisors, LLC | 483 | $101.3K | 0.00% | −117−19.5% | Reduced |
| Capital Advisors, Ltd. LLC | 471 | $99.0K | 0.01% | −2−0.4% | Reduced |
| Clearstead Advisors, LLC | 445 | $93.3K | 0.00% | −280−38.6% | Reduced |
| GAMMA Investing LLC | 433 | $90.8K | 0.01% | +169+64.0% | Added |
| Westpac Banking Corp | 414 | $86.8K | 0.01% | −15−3.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 402 | $85.0K | 0.01% | −34−7.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 401 | $84.1K | 0.00% | +132+49.1% | Added |
| First Horizon Advisors, Inc. | 387 | $81.2K | 0.00% | −210−35.2% | Reduced |
| Ramirez Asset Management, Inc. | 375 | $78.6K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 368 | $77.2K | 0.00% | −24−6.1% | Reduced |
| R Squared Ltd | 330 | $69.2K | 0.07% | +330 | New |
| Pilgrim Partners Asia Pte Ltd | 300 | $62.9K | 0.05% | +300 | New |
| GeoWealth Management, LLC | 298 | $62.5K | 0.00% | −232−43.8% | Reduced |
| Financial Management Professionals, Inc. | 291 | $61.0K | 0.01% | −236−44.8% | Reduced |
| Ronald Blue Trust, Inc. | 283 | $59.3K | 0.00% | +93+48.9% | Added |
| Nomura Asset Management Co Ltd | 281 | $58.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 250 | $52.4K | 0.01% | +82+48.8% | Added |
| CWM, LLC | 245 | $51.0K | 0.00% | −180−42.4% | Reduced |
| Kestra Investment Management, LLC | 239 | $50.1K | 0.00% | +239 | New |
| Quadrant Capital Group LLC | 236 | $49.5K | 0.00% | +24+11.3% | Added |
| Park Place Capital Corp | 225 | $47.2K | 0.01% | +166+281.4% | Added |
| Mizuho Bank, Ltd. | 220 | $46.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 217 | $45.5K | 0.01% | +38+21.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 203 | $43.1K | 0.00% | −121−37.3% | Reduced |
| Security National Bank | 200 | $41.9K | 0.01% | +200 | New |
| Fedenia Advisers LLC | 191 | $40.1K | 0.02% | +191 | New |
| Hollencrest Capital Management | 182 | $38.2K | 0.00% | −181−49.9% | Reduced |