Icon PLC
ICLR- 交易所
- Nasdaq
- 產業
- Services-Commercial Physical & Biological Research
- SEC CIK
- 0001060955
近 90 天，Icon PLC 內部人申報 0 筆公開市場買進、12 筆賣出；2026 年第 2 季末有 423 家機構在 13F 申報持有，市值合計 $138.6 億；Oakmark（Harris Associates）和Greenhaven兩位大師持有。
2022 年第 3 季 13F 持有人
Icon PLC 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 488
- 較 2022 年第 2 季 −10 家
- 持有股數
- 7,589 萬
- 較 2022 年第 2 季 +116.7 萬 (+1.6%)
- 總市值
- $139.4 億
- 較 2022 年第 2 季 −$22.5 億 (−13.9%)
- 新進機構
- 49
- 另有 155 家加碼
- 清倉機構
- 59
- 另有 200 家減碼
另有 12 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ICLR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 423 | $138.6 億 |
| 2026 年第 1 季 | 420 | $87.4 億 |
| 2025 年第 4 季 | 514 | $141.1 億 |
| 2025 年第 3 季 | 513 | $130.3 億 |
| 2025 年第 2 季 | 489 | $111.9 億 |
| 2025 年第 1 季 | 562 | $132.7 億 |
| 2024 年第 4 季 | 596 | $159.9 億 |
| 2024 年第 3 季 | 662 | $224.0 億 |
| 2024 年第 2 季 | 676 | $242.9 億 |
| 2024 年第 1 季 | 648 | $261.4 億 |
| 2023 年第 4 季 | 603 | $220.6 億 |
| 2023 年第 3 季 | 556 | $197.3 億 |
| 2023 年第 2 季 | 534 | $198.6 億 |
| 2023 年第 1 季 | 538 | $160.6 億 |
| 2022 年第 4 季 | 531 | $144.7 億 |
| 2022 年第 3 季 | 488 | $139.4 億 |
| 2022 年第 2 季 | 510 | $162.0 億 |
| 2022 年第 1 季 | 512 | $178.3 億 |
| 2021 年第 4 季 | 548 | $226.6 億 |
| 2021 年第 3 季 | 510 | $192.7 億 |
| 2021 年第 2 季 | 449 | $123.3 億 |
| 2021 年第 1 季 | 426 | $100.1 億 |
2022 年第 3 季持有機構
每家機構持有 Icon PLC 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 709 | $13.0 萬 | 0.09% | +709 | 新進 |
| SRS Capital Advisors, Inc. | 756 | $13.9 萬 | 0.02% | +27+3.7% | 加碼 |
| Nkcfo LLC | 800 | $14.7 萬 | 0.07% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 819 | $15.0 萬 | 0.01% | +108+15.2% | 加碼 |
| Assetmark, Inc | 827 | $15.2 萬 | 0.00% | +350+73.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 856 | $15.7 萬 | 0.00% | −50−5.5% | 減碼 |
| Harbor Investment Advisory, LLC | 866 | $15.9 萬 | 0.03% | +237+37.7% | 加碼 |
| Premier Fund Managers Ltd | 897 | $16.5 萬 | 0.01% | −53,292−98.3% | 減碼 |
| Wahed Invest LLC | 931 | $17.1 萬 | 0.10% | +74+8.6% | 加碼 |
| IFP Advisors, Inc | 1,259 | $18.8 萬 | 0.01% | +32+2.6% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,090 | $20.0 萬 | 0.25% | −71−6.1% | 減碼 |
| Blue Barn Wealth, LLC | 1,090 | $20.0 萬 | 0.14% | +25+2.3% | 加碼 |
| Kingsview Wealth Management, LLC | 1,106 | $20.3 萬 | 0.01% | −146−11.7% | 減碼 |
| Treasurer of the State of North Carolina | 1,111 | $20.4 萬 | 0.00% | +10+0.9% | 加碼 |
| Resonant Capital Advisors, LLC | 1,117 | $20.5 萬 | 0.03% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 1,128 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| White Knight Strategic Wealth Advisors, LLC | 1,130 | $20.8 萬 | 0.30% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 1,150 | $21.1 萬 | 0.04% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 1,152 | $21.2 萬 | 0.01% | −6,784−85.5% | 減碼 |
| JustInvest LLC | 1,174 | $21.6 萬 | 0.01% | +182+18.3% | 加碼 |
| Monticello Wealth Management, LLC | 1,198 | $22.0 萬 | 0.03% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 1,195 | $22.0 萬 | 0.03% | +240+25.1% | 加碼 |
| Advisor OS, LLC | 1,205 | $22.2 萬 | 0.07% | 00.0% | 不變 |
| Whittier Trust Co | 1,211 | $22.3 萬 | 0.00% | 00.0% | 不變 |
| Veritable, L.P. | 1,220 | $22.4 萬 | 0.00% | −13−1.1% | 減碼 |
| Advisor Partners II, LLC | 1,218 | $22.4 萬 | 0.02% | +1,218 | 新進 |
| Parallel Advisors, LLC | 1,230 | $22.6 萬 | 0.01% | −105−7.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,233 | $22.6 萬 | 0.04% | +11+0.9% | 加碼 |
| Credential Qtrade Securities Inc. | 1,233 | $22.7 萬 | 0.02% | +296+31.6% | 加碼 |
| Veriti Management LLC | 1,257 | $23.1 萬 | 0.03% | −10−0.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 1,257 | $23.1 萬 | 0.01% | +11+0.9% | 加碼 |
| MQS Management LLC | 1,274 | $23.4 萬 | 0.15% | −1,056−45.3% | 減碼 |
| Ethic Inc. | 1,271 | $23.4 萬 | 0.02% | −354−21.8% | 減碼 |
| Hancock Whitney Corp | 1,292 | $23.7 萬 | 0.01% | −110−7.8% | 減碼 |
| National Asset Management, Inc. | 1,278 | $23.7 萬 | 0.01% | −88−6.4% | 減碼 |
| Avantax Advisory Services, Inc. | 1,322 | $24.3 萬 | 0.00% | +61+4.8% | 加碼 |
| Rockefeller Capital Management L.P. | 1,363 | $25.0 萬 | 0.00% | +135+11.0% | 加碼 |
| D.A. Davidson & Co. | 1,366 | $25.1 萬 | 0.00% | −27−1.9% | 減碼 |
| Commonwealth Equity Services, LLC | 1,368 | $25.1 萬 | 0.00% | +28+2.1% | 加碼 |
| Fort, L.P. | 1,392 | $25.6 萬 | 0.32% | −1,398−50.1% | 減碼 |
| Bokf, NA | 1,430 | $26.3 萬 | 0.01% | −104−6.8% | 減碼 |
| Commerce Bank | 1,430 | $26.3 萬 | 0.00% | +89+6.6% | 加碼 |
| Huntington National Bank | 1,440 | $26.5 萬 | 0.00% | +730+102.8% | 加碼 |
| Henshaw Capital LLC | 1,472 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Sara-Bay Financial | 1,477 | $27.1 萬 | 0.15% | +35+2.4% | 加碼 |
| Zions Bancorporation, N.A. | 1,478 | $27.2 萬 | 0.03% | +568+62.4% | 加碼 |
| MAI Capital Management | 1,483 | $27.3 萬 | 0.01% | −3,143−67.9% | 減碼 |
| NorthCrest Asset Manangement, LLC | 1,500 | $27.6 萬 | 0.01% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 1,527 | $28.1 萬 | 0.01% | +1,527 | 新進 |
| Sigma Planning Corp | 1,601 | $29.4 萬 | 0.01% | −58−3.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 1,621 | $29.8 萬 | 0.13% | −4,886−75.1% | 減碼 |
| Yarbrough Capital, LLC | 1,662 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 1,683 | $30.9 萬 | 0.00% | −36−2.1% | 減碼 |
| Verition Fund Management LLC | 1,708 | $31.4 萬 | 0.00% | +1,708 | 新進 |
| PGGM Investments | 1,765 | $32.4 萬 | 0.01% | +1,765 | 新進 |
| Wealth Alliance | 1,781 | $32.7 萬 | 0.06% | −363−16.9% | 減碼 |
| LVZ Advisors, Inc. | 1,805 | $33.2 萬 | 0.06% | −2−0.1% | 減碼 |
| Cresset Asset Management, LLC | 1,814 | $33.3 萬 | 0.00% | −202−10.0% | 減碼 |
| Laurel Wealth Advisors, Inc. | 1,831 | $33.7 萬 | 0.04% | −388−17.5% | 減碼 |
| Momentum Advisors, LLC | 1,865 | $34.3 萬 | 0.38% | +1,865 | 新進 |
| Clifford Swan Investment Counsel LLC | 1,870 | $34.4 萬 | 0.02% | 00.0% | 不變 |
| Schroder Investment Management Group | 1,869 | $34.4 萬 | 0.00% | +153+8.9% | 加碼 |
| Eagle Harbor Asset Management Inc | 1,882 | $34.6 萬 | 0.60% | −2−0.1% | 減碼 |
| American Trust | 1,885 | $34.6 萬 | 0.03% | −85−4.3% | 減碼 |
| Yousif Capital Management, LLC | 1,904 | $35.0 萬 | 0.00% | −10−0.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 1,927 | $35.4 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 1,938 | $35.6 萬 | 0.00% | −34−1.7% | 減碼 |
| Fulton Bank, N.A. | 1,974 | $36.2 萬 | 0.02% | −132−6.3% | 減碼 |
| Legacy Advisors, LLC | 2,015 | $37.0 萬 | 0.08% | −633−23.9% | 減碼 |
| Steel Peak Wealth Management LLC | 2,016 | $37.1 萬 | 0.03% | −298−12.9% | 減碼 |
| Private Advisor Group, LLC | 2,025 | $37.2 萬 | 0.00% | −18−0.9% | 減碼 |
| FirstPurpose Wealth LLC | 2,024 | $37.2 萬 | 0.25% | +296+17.1% | 加碼 |
| Cetera Investment Advisers | 2,042 | $37.5 萬 | 0.01% | +509+33.2% | 加碼 |
| Schechter Investment Advisors, LLC | 2,056 | $37.8 萬 | 0.04% | −1,449−41.3% | 減碼 |
| Icon Wealth Advisors, LLC | 2,061 | $37.9 萬 | 0.05% | +2,061 | 新進 |
| SkyView Investment Advisors, LLC | 2,116 | $38.9 萬 | 0.11% | +427+25.3% | 加碼 |
| Mackenzie Financial Corp | 2,139 | $39.3 萬 | 0.00% | +185+9.5% | 加碼 |
| Banque Cantonale Vaudoise | 2,150 | $39.5 萬 | 0.02% | −15−0.7% | 減碼 |
| Financial Counselors Inc | 2,155 | $39.6 萬 | 0.01% | +242+12.7% | 加碼 |
| Groesbeck Investment Management Corp | 1,856 | $40.2 萬 | 0.66% | 00.0% | 不變 |
| Somerset Trust Co | 2,196 | $40.4 萬 | 0.19% | 00.0% | 不變 |
| Archer Investment Corp | 2,200 | $40.4 萬 | 0.17% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 2,211 | $40.6 萬 | 0.00% | +242+12.3% | 加碼 |
| KB Financial Partners, LLC | 2,240 | $41.2 萬 | 0.15% | +456+25.6% | 加碼 |
| Pinnacle Associates Ltd | 2,276 | $41.8 萬 | 0.01% | +46+2.1% | 加碼 |
| Purus Wealth Management, LLC | 2,281 | $41.9 萬 | 0.39% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,328 | $42.8 萬 | 0.01% | −441−15.9% | 減碼 |
| Tributary Capital Management, LLC | 2,343 | $43.1 萬 | 0.05% | +389+19.9% | 加碼 |
| Graham Capital Management, L.P. | 2,371 | $43.5 萬 | 0.02% | −6,418−73.0% | 減碼 |
| Executive Wealth Management, LLC | 436 | $43.6 萬 | 0.06% | −3,012−87.4% | 減碼 |
| First Hawaiian Bank | 2,390 | $43.9 萬 | 0.02% | −291−10.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 2,463 | $44.6 萬 | 0.00% | −58−2.3% | 減碼 |
| XTX Topco Ltd | 2,427 | $44.6 萬 | 0.11% | +2,427 | 新進 |
| Zeke Capital Advisors, LLC | 2,435 | $44.8 萬 | 0.03% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 2,450 | $45.0 萬 | 0.58% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,461 | $45.2 萬 | 0.00% | +530+27.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 2,493 | $45.8 萬 | 0.03% | −55−2.2% | 減碼 |
| Shay Capital LLC | 2,500 | $45.9 萬 | 0.23% | +2,500 | 新進 |
| We Are One Seven, LLC | 2,504 | $46.0 萬 | 0.04% | −594−19.2% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 2,564 | $47.1 萬 | 0.15% | −27−1.0% | 減碼 |