Institutional Ownership Icon PLC (ICLR)
This table provides information about the institutional ownership of Icon PLC (ICLR). We have compiled data on the 618 institutions that hold shares in the stock, with a total of 74.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
60
shares
|
$7,924
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
58
shares
|
$7,660
0.0% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
56
shares
|
$7,396
0.0% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
54
shares
|
$7,132
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$6,604
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
50
shares
|
$6,604
0.0% of portfolio
|
Q1 2025
Reduced 52.38%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
50
shares
|
$6,604
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
49
shares
|
$6,471
0.0% of portfolio
|
Q3 2024
Added 145.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
49
shares
|
$6,471
0.0% of portfolio
|
Q4 2024
Added 122.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
49
shares
|
$6,471
0.0% of portfolio
|
Q1 2025
Reduced 24.62%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
48
shares
|
$6,339
0.0% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
47
shares
|
$6,207
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
45
shares
|
$5,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
45
shares
|
$5,943
0.0% of portfolio
|
Q4 2022
Reduced 47.06%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
45
shares
|
$5,943
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
42
shares
|
$5,547
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
42
shares
|
$5,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
40
shares
|
$5,283
0.0% of portfolio
|
Q4 2024
Reduced 61.9%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
38
shares
|
$5,019
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
38
shares
|
$5,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
38
shares
|
$5,019
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
36
shares
|
$4,754
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
36
shares
|
$4,754
0.0% of portfolio
|
Q1 2024
Reduced 56.1%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
25
shares
|
$3,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
24
shares
|
$3,169
0.0% of portfolio
|
Q1 2025
New holding
|