Institutional Ownership Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR). We have compiled data on the 584 institutions that hold shares in the stock, with a total of 73.8 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
22
shares
|
$3,567
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
21
shares
|
$3,405
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
21
shares
|
$3,405
0.0% of portfolio
|
Q2 2024
Reduced 34.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
20
shares
|
$3,243
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
19
shares
|
$3,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
18
shares
|
$2,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
16
shares
|
$2,594
0.0% of portfolio
|
Q4 2024
Reduced 68.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
14
shares
|
$2,270
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
13
shares
|
$2,108
0.0% of portfolio
|
Q3 2025
Added 30.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13
shares
|
$2,108
0.0% of portfolio
|
Q1 2020
Added 1053.85%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
12
shares
|
$1,946
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
12
shares
|
$1,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
12
shares
|
$1,946
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
11
shares
|
$1,783
0.0% of portfolio
|
Q1 2022
Reduced 8.33%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
11
shares
|
$1,783
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
11
shares
|
$1,783
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
10
shares
|
$1,621
0.0% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
9
shares
|
$1,459
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9
shares
|
$1,459
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
8
shares
|
$1,297
0.0% of portfolio
|
Q2 2025
Reduced 90.36%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
7
shares
|
$1,135
0.0% of portfolio
|
Q1 2025
Reduced 56.25%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
6
shares
|
$973
0.0% of portfolio
|
Q2 2024
Reduced 64.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
6
shares
|
$973
0.0% of portfolio
|
Q2 2025
Reduced 88.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
5
shares
|
$810
0.0% of portfolio
|
Q2 2025
Reduced 98.83%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
4
shares
|
$648
0.0% of portfolio
|
Q1 2025
New holding
|
|