Iconiq Capital, LLC Incresed Positions in Q1 2025

Iconiq Capital, LLC

  • $3.93 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
2.44K
+ 32.83%
$62.84 - $73.29 $153K - $179K
9.88K $724K
LYG
Lloyds Banking Group PLC

Financial Services
57.8K
+ 194.1%
$2.58 - $3.9 $149K - $225K
87.5K $334K
WFC
Wells Fargo & Company

Financial Services
3.05K
+ 21.04%
$66.78 - $81.42 $204K - $249K
17.6K $1.26M
AZN
Astrazeneca PLC

Healthcare
1.78K
+ 12.66%
$65.37 - $77.96 $116K - $139K
15.8K $1.16M
VZ
Verizon Communications Inc

Communication Services
3.53K
+ 24.67%
$37.81 - $46.49 $133K - $164K
17.8K $809K
MCD
Mcdonalds Corp

Consumer Cyclical
508
+ 15.74%
$279.74 - $321.29 $142K - $163K
3.74K $1.17M
TD
Toronto Dominion Bank

Financial Services
3.03K
+ 42.44%
$53.12 - $61.15 $161K - $185K
10.2K $609K
TDG
Trans Digm Group Inc

Industrials
142
+ 67.94%
$1251.32 - $1394.11 $178K - $198K
351 $485K
UBS
Ubs Group Ag

Financial Services
6.58K
+ 51.34%
$30.28 - $35.78 $199K - $235K
19.4K $594K
SYK
Stryker Corp

Healthcare
493
+ 30.62%
$355.18 - $399.9 $175K - $197K
2.1K $782K
INTU
Intuit Inc

Technology
349
+ 21.01%
$555.63 - $630.23 $194K - $220K
2.01K $1.23M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
8.01K
+ 19.26%
$12.89 - $15.19 $103K - $122K
49.6K $737K
UNH
Unitedhealth Group Inc

Healthcare
264
+ 10.63%
$461.52 - $548.18 $122K - $145K
2.75K $1.44M
WMB
Williams Companies, Inc.

Energy
2.33K
+ 32.06%
$54.02 - $61.09 $126K - $142K
9.58K $572K
PLTR
Palantir Technologies Inc.

Technology
1.37K
+ 19.53%
$64.98 - $124.62 $89.2K - $171K
8.4K $708K
BMY
Bristol Myers Squibb CO

Healthcare
2.14K
+ 21.03%
$53.9 - $63.11 $115K - $135K
12.3K $751K
WM
Waste Management Inc

Industrials
574
+ 39.86%
$200.54 - $233.78 $115K - $134K
2.01K $466K
DHR
Danaher Corp

Healthcare
987
+ 86.05%
$201.62 - $250.59 $199K - $247K
2.13K $437K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
8.87K
+ 25.3%
$14.13 - $16.72 $125K - $148K
43.9K $679K
ING
Ing Groep Nv

Financial Services
6.21K
+ 53.72%
$15.51 - $20.74 $96.3K - $129K
17.8K $348K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
75
+ 33.33%
$1187.71 - $1432.58 $89.1K - $107K
300 $429K
MO
Altria Group, Inc.

Consumer Defensive
1.68K
+ 22.14%
$50.81 - $60.02 $85.3K - $101K
9.26K $555K
KR
Kroger CO

Consumer Defensive
1.75K
+ 30.27%
$58.36 - $67.72 $102K - $119K
7.53K $509K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
267
+ 9.73%
$208.48 - $244.03 $55.7K - $65.2K
3.01K $735K
CME
Cme Group Inc.

Financial Services
392
+ 28.02%
$225.82 - $266.54 $88.5K - $104K
1.79K $475K
MCK
Mckesson Corp

Healthcare
132
+ 23.66%
$566.21 - $672.99 $74.7K - $88.8K
690 $464K
EOG
Eog Resources Inc

Energy
1.04K
+ 60.58%
$120.54 - $138.05 $126K - $144K
2.76K $354K
QCOM
Qualcomm Inc

Technology
927
+ 20.58%
$151.94 - $175.86 $141K - $163K
5.43K $834K
PANW
Palo Alto Networks Inc

Technology
989
+ 39.15%
$167.82 - $208.28 $166K - $206K
3.52K $599K
NEE
Nextera Energy Inc

Utilities
1.98K
+ 33.46%
$66.96 - $76.16 $133K - $151K
7.9K $560K
BDX
Becton Dickinson & CO

Healthcare
576
+ 42.07%
$222.79 - $249.08 $128K - $143K
1.95K $445K
TJX
Tjx Companies Inc

Consumer Cyclical
1.07K
+ 17.94%
$112.81 - $126.16 $120K - $134K
7K $852K
SPOT
Spotify Technology S.A.

Communication Services
132
+ 21.85%
$457.79 - $648.32 $60.4K - $85.6K
736 $404K
LNG
Cheniere Energy, Inc.

Energy
456
+ 25.97%
$209.32 - $253.66 $95.4K - $116K
2.21K $511K
PH
Parker Hannifin Corp

Industrials
237
+ 59.25%
$591.65 - $707.05 $140K - $168K
637 $387K
SCHW
Schwab Charles Corp

Financial Services
1.29K
+ 19.19%
$71.24 - $83.64 $91.6K - $108K
7.99K $625K
ADP
Automatic Data Processing Inc

Industrials
344
+ 19.03%
$286.85 - $318.64 $98.7K - $110K
2.15K $657K
MFG
Mizuho Financial Group Inc

Financial Services
13.6K
+ 15.79%
$4.83 - $6.04 $65.5K - $81.9K
99.5K $548K
SPGI
S&P Global Inc.

Financial Services
221
+ 15.51%
$478.26 - $543.77 $106K - $120K
1.65K $836K
PNC
Pnc Financial Services Group, Inc.

Financial Services
868
+ 49.35%
$168.84 - $202.89 $147K - $176K
2.63K $461K
BAC
Bank Of America Corp

Financial Services
4.76K
+ 13.54%
$39.61 - $47.74 $188K - $227K
39.9K $1.66M
AJG
Arthur J. Gallagher & Co.

Financial Services
117
+ 9.31%
$275.89 - $345.24 $32.3K - $40.4K
1.37K $474K
ENB
Enbridge Inc

Energy
2.32K
+ 34.31%
$41.54 - $45.45 $96.5K - $106K
9.09K $402K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.12K
+ 70.42%
$119.38 - $161.42 $134K - $181K
2.71K $323K
JCI
Johnson Controls International PLC

Industrials
1.39K
+ 50.29%
$76.12 - $90.6 $106K - $126K
4.15K $332K
RSG
Republic Services, Inc.

Industrials
259
+ 20.74%
$200.09 - $242.16 $51.8K - $62.7K
1.51K $365K
AON
Aon PLC

Financial Services
202
+ 25.7%
$348.44 - $409.32 $70.4K - $82.7K
988 $394K
BCS
Barclays PLC

Financial Services
4.05K
+ 17.4%
$12.69 - $16.25 $51.4K - $65.9K
27.4K $420K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.23K
+ 10.97%
$35.35 - $42.74 $43.4K - $52.5K
12.4K $514K
Activity Summary
Buys All Purchases 291 New Holdings 81 Increased Positions 210 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Iconiq Capital, LLC Portfolio

Follow Iconiq Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iconiq Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iconiq Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email