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, Q1 2026
Institutional positions in Icon PLC as of Mar 31, 2026. 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
- 420
- −79 vs. Q4 2025
- Shares held
- 78.1M
- +2.41M (+3.2%) vs. Q4 2025
- Total value
- $8.74B
- −$5.07B (−36.7%) vs. Q4 2025
- New holders
- 67
- 156 more added
- Sold out
- 146
- 140 more reduced
15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Icon PLC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 0 | $13 | 0.00% | 0 | New |
| Nisa Investment Advisors, LLC | 1 | $111 | 0.00% | −119−99.2% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $111 | 0.00% | −14−93.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $111 | 0.00% | −9−90.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $111 | 0.00% | −4−80.0% | Reduced |
| True Wealth Design, LLC | 1 | $111 | 0.00% | −2−66.7% | Reduced |
| Rakuten Securities, Inc. | 1 | $111 | 0.00% | −1−50.0% | Reduced |
| Prosperity Bancshares Inc | 1 | $111 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $111 | 0.00% | +1 | New |
| TD Capital Management LLC | 2 | $221 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 2 | $221 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $222 | 0.00% | −3−60.0% | Reduced |
| Central Trust Co | 2 | $222 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $332 | 0.00% | +3 | New |
| Pacifica Partners Inc. | 4 | $443 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $443 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $443 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $664 | 0.00% | −28−82.4% | Reduced |
| WPG Advisers, LLC | 6 | $664 | 0.00% | −8−57.1% | Reduced |
| Golden State Wealth Management, LLC | 7 | $775 | 0.00% | −8−53.3% | Reduced |
| UMA Financial Services, Inc. | 7 | $775 | 0.00% | −5−41.7% | Reduced |
| Creative Financial Designs Inc | 7 | $775 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8 | $885 | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $1.11K | 0.00% | +10 | New |
| St Germain D J Co Inc | 11 | $1.22K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $1.22K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $1.33K | 0.00% | +7+140.0% | Added |
| Smartleaf Asset Management LLC | 13 | $1.37K | 0.00% | −76−85.4% | Reduced |
| Ogorek Anthony Joseph | 20 | $2.00K | 0.00% | +20 | New |
| Innovative Asset Advisors Group, LLC | 19 | $2.10K | 0.00% | +19 | New |
| Purpose Unlimited Inc. | 20 | $2.21K | 0.00% | −39−66.1% | Reduced |
| Ancora Advisors, LLC | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 23 | $2.54K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 26 | $2.88K | 0.00% | −33−55.9% | Reduced |
| Financial Network Wealth Advisors LLC | 27 | $2.99K | 0.00% | +8+42.1% | Added |
| Morton Brown Family Wealth, LLC | 30 | $3.32K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 38 | $4.21K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 41 | $4.54K | 0.00% | +25+156.3% | Added |
| Bogart Wealth, LLC | 42 | $4.65K | 0.00% | −3−6.7% | Reduced |
| Transce3nd, LLC | 45 | $4.98K | 0.04% | +16+55.2% | Added |
| Alerus Financial NA | 48 | $5.31K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50 | $5.53K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 50 | $5.57K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 57 | $6.31K | 0.00% | +57 | New |
| Kayne Anderson Rudnick Investment Management LLC | 58 | $6.42K | 0.00% | −3,066−98.1% | Reduced |
| ZRC Wealth Management, LLC | 60 | $6.64K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 68 | $7.53K | 0.00% | +45+195.7% | Added |
| EverSource Wealth Advisors, LLC | 78 | $8.63K | 0.00% | −13−14.3% | Reduced |
| CX Institutional | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 83 | $9.19K | 0.00% | −104−55.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 92 | $10.2K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 100 | $11.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 102 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 107 | $11.8K | 0.00% | +107 | New |
| Cornerstone Planning Group LLC | 100 | $12.1K | 0.00% | +92+1,150.0% | Added |
| Compagnie Lombard Odier SCmA | 110 | $12.2K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 120 | $13.3K | 0.00% | +120 | New |
| IFP Advisors, Inc | 129 | $14.3K | 0.00% | −12−8.5% | Reduced |
| Massmutual Trust Co FSB | 144 | $15.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $16.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 153 | $16.9K | 0.00% | +15+10.9% | Added |
| Hantz Financial Services, Inc. | 151 | $17.0K | 0.00% | −17,423−99.1% | Reduced |
| Capital Advisors, Ltd. LLC | 157 | $17.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 160 | $17.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 161 | $17.8K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 170 | $18.8K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 188 | $20.8K | 0.00% | +188 | New |
| Mirae Asset Global Investments Co., Ltd. | 191 | $21.1K | 0.00% | +5+2.7% | Added |
| Signaturefd, LLC | 198 | $21.9K | 0.00% | −445−69.2% | Reduced |
| Security National Bank | 200 | $22.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 229 | $25.3K | 0.00% | −1,148−83.4% | Reduced |
| SRS Capital Advisors, Inc. | 260 | $28.8K | 0.00% | −89−25.5% | Reduced |
| Parkside Financial Bank & Trust | 280 | $31.0K | 0.00% | +121+76.1% | Added |
| Bank of New Hampshire | 282 | $31.2K | 0.01% | +282 | New |
| Abound Financial, LLC | 299 | $33.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 301 | $33.5K | 0.00% | +18+6.4% | Added |
| GAMMA Investing LLC | 322 | $35.6K | 0.00% | −55−14.6% | Reduced |
| LRI Investments, LLC | 327 | $36.2K | 0.00% | +49+17.6% | Added |
| Basecamp Wealth Advisors LLC | 328 | $36.3K | 0.01% | +5+1.5% | Added |
| Ritter Daniher Financial Advisory LLC | 371 | $41.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 378 | $41.8K | 0.00% | +288+320.0% | Added |
| Advisors Asset Management, Inc. | 424 | $46.9K | 0.00% | −179−29.7% | Reduced |
| Quadrant Capital Group LLC | 432 | $47.8K | 0.00% | +18+4.3% | Added |
| Vanguard Global Advisers, LLC | 437 | $48.4K | 0.00% | +437 | New |
| The PNC Financial Services Group, Inc. | 445 | $49.2K | 0.00% | −640−59.0% | Reduced |
| Bryn Mawr Trust Co | 475 | $52.6K | 0.00% | −12−2.5% | Reduced |
| Smithfield Trust Co | 559 | $62.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 598 | $66.2K | 0.01% | −4,327−87.9% | Reduced |
| Stance Capital LLC | 600 | $66.4K | 0.03% | +600 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 615 | $68.1K | 0.00% | −31−4.8% | Reduced |
| Ronald Blue Trust, Inc. | 658 | $72.8K | 0.00% | +444+207.5% | Added |
| Grove Bank & Trust | 666 | $73.7K | 0.01% | +268+67.3% | Added |