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Icon (ICLR) Institutional Ownership

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$150.06 -0.77 (-0.51%)
Closing price 07/3/2025 01:48 PM Eastern
Extended Trading
$150.06 0.00 (0.00%)
As of 07/3/2025 04:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Icon (NASDAQ:ICLR)

Current
Institutional Ownership
Percentage
95.61%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$59.00M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$73.20M
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ICLR Institutional Buying and Selling by Quarter

Icon Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 LVM Capital Management Ltd. MI40,603$5.91M0.6%-28.4%0.050%
7/1/2025 Confluence Investment Management LLC4,132$601K0.0%+5.9%0.005%
7/1/2025 First National Bank Sioux Falls1,580$230K0.1%+5.7%0.002%
7/1/2025 Cullen Investment Group LTD.2,886$420K0.1%-30.2%0.004%
6/27/2025Goldman Sachs Group Inc.410,891$71.90M0.0%-20.6%0.509%
5/15/2025Baird Financial Group Inc.20,271$3.55M0.0%-89.0%0.025%
5/15/2025Pinnacle Wealth Planning Services Inc.1,657$290K0.0%+8.7%0.002%
5/14/2025SVB Wealth LLC160$28K0.0%N/A0.000%
5/13/2025Foyston Gordon & Payne Inc55,766$9.76M2.4%+7.8%0.069%
5/13/2025Horizon Investments LLC808$141K0.0%+23.7%0.001%
5/12/2025Motley Fool Wealth Management LLC58,729$10.28M0.6%-8.3%0.073%
5/12/2025Entropy Technologies LP6,874$1.20M0.1%+11.3%0.009%
5/9/2025Greykasell Wealth Strategies Inc.396$69K0.0%N/A0.000%
5/8/2025Wealthquest Corp4,928$862K0.0%N/A0.006%
5/8/2025Natixis Advisors LLC130,510$22.84M0.0%-26.6%0.162%
5/8/2025Arkadios Wealth Advisors7,828$1.37M0.1%+573.7%0.010%
5/2/2025Tributary Capital Management LLC5,279$924K0.1%+33.6%0.007%
5/2/2025Kornitzer Capital Management Inc. KS99,627$17.43M0.4%+2.6%0.123%
5/2/2025Whittier Trust Co. of Nevada Inc.1,593$279K0.0%+36.6%0.002%
5/2/2025Whittier Trust Co.5,172$905K0.0%+9.2%0.006%
5/1/2025FDx Advisors Inc.3,164$554K0.2%-10.3%0.004%
4/29/2025TD Private Client Wealth LLC429$75K0.0%-24.5%0.001%
4/29/2025Cloud Capital Management LLC578$101K0.1%N/A0.001%
4/24/2025Transcend Capital Advisors LLC1,174$205K0.0%+7.6%0.001%
4/23/2025Wealthquest Corp4,928$862K0.1%N/A0.006%
4/23/2025Steph & Co.1,443$253K0.1%-7.5%0.002%
4/15/2025Handelsbanken Fonder AB25,905$4.53M0.0%+25.3%0.032%
4/14/2025Farther Finance Advisors LLC593$99K0.0%+22.8%0.001%
4/11/2025Sara Bay Financial3,591$643K0.3%-9.8%0.004%
4/9/2025NBC Securities Inc.341$59K0.0%N/A0.000%
4/8/2025Somerset Trust Co1,849$324K0.1%-7.3%0.002%
4/8/2025Parallel Advisors LLC750$131K0.0%-17.4%0.001%
4/7/2025GAMMA Investing LLC68,421$119.73M0.0%+15,701.6%0.085%
4/1/2025 Cullen Investment Group LTD.4,137$724K0.1%-16.9%0.005%
2/17/2025Foyston Gordon & Payne Inc51,713$10.85M2.9%+27.3%0.063%
2/17/2025Captrust Financial Advisors35,301$7.40M0.0%+2.0%0.043%
2/14/2025State of Tennessee Department of Treasury158,947$33.33M0.1%+1.0%0.193%
2/12/2025Motley Fool Wealth Management LLC64,038$13.34M0.7%+2.3%0.078%
2/11/2025TD Private Client Wealth LLC568$119K0.0%-83.3%0.001%
2/11/2025Whittier Trust Co. of Nevada Inc.1,166$245K0.0%+128.2%0.001%
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2/11/2025Whittier Trust Co.4,736$993K0.0%+17.8%0.006%
2/10/2025Horizon Investments LLC653$137K0.0%+534.0%0.001%
2/10/2025Globeflex Capital L P48,363$10.14M0.9%-8.2%0.059%
2/10/2025Natixis Advisors LLC177,761$37.28M0.1%+6.7%0.215%
2/10/2025Farther Finance Advisors LLC483$101K0.0%-19.5%0.001%
2/10/2025Hollencrest Capital Management182$38K0.0%-49.9%0.000%
2/6/2025Schechter Investment Advisors LLC1,593$334K0.0%-47.4%0.002%
2/6/2025Jones Financial Companies Lllp494$104K0.0%-27.0%0.001%
2/5/2025WR Wealth Planners LLC2,206$463K0.1%-10.3%0.003%
2/5/2025Private Trust Co. NA250$52K0.0%+48.8%0.000%
2/3/2025First Horizon Advisors Inc.387$81K0.0%-35.2%0.000%
2/3/2025Transcend Capital Advisors LLC1,091$229K0.0%N/A0.001%
2/3/2025FDx Advisors Inc.3,527$740K0.2%+13.6%0.004%
2/3/2025Handelsbanken Fonder AB20,676$4.34M0.0%-4.8%0.025%
1/31/2025Kornitzer Capital Management Inc. KS97,102$20.36M0.4%+40.6%0.118%
1/31/2025Sierra Ocean LLC136$29K0.0%N/A0.000%
1/28/2025Entropy Technologies LP6,174$1.30M0.1%+472.2%0.007%
1/27/2025Groesbeck Investment Management Corp NJ1,911$401K0.5%-12.0%0.002%
1/21/2025Tributary Capital Management LLC3,950$828K0.1%+116.1%0.005%
1/17/2025Avior Wealth Management LLC894$187K0.0%+76.0%0.001%
1/17/2025Park Place Capital Corp225$47K0.0%+281.4%0.000%
1/15/2025Financial Management Professionals Inc.291$61K0.0%-44.8%0.000%
1/15/2025Arkadios Wealth Advisors1,162$244K0.0%-10.1%0.001%
1/15/2025Somerset Trust Co1,994$418K0.2%-4.1%0.002%
1/14/2025Steph & Co.1,560$327K0.1%+3.7%0.002%
1/13/2025 Cullen Investment Group LTD.4,980$1.04M0.2%-2.0%0.006%
1/3/2025GAMMA Investing LLC433$91K0.0%+64.0%0.001%
11/18/2024TD Private Client Wealth LLC3,410$980K0.0%-6.3%0.004%
11/15/2024Foyston Gordon & Payne Inc40,624$11.67M2.9%N/A0.049%
11/15/2024Motley Fool Wealth Management LLC62,572$17.98M0.9%-8.7%0.076%
11/14/2024Captrust Financial Advisors34,600$9.94M0.0%-2.8%0.042%
11/12/2024Icon Wealth Advisors LLC13,215$3.80M0.1%+861.1%0.016%
11/8/2024First Horizon Advisors Inc.597$172K0.0%+33.9%0.001%
11/7/2024MAI Capital Management1,403$403K0.0%-18.1%0.002%
11/5/2024Prime Capital Investment Advisors LLC1,076$309K0.0%-26.6%0.001%
11/5/2024Entropy Technologies LP1,079$310K0.0%-78.3%0.001%
11/5/2024FDx Advisors Inc.3,105$892K0.2%-4.0%0.004%
10/31/2024Kornitzer Capital Management Inc. KS69,052$19.84M0.4%-27.9%0.084%
10/24/2024Arkadios Wealth Advisors1,293$371K0.0%+5.0%0.002%
10/21/2024Whittier Trust Co. of Nevada Inc.511$147K0.0%+23.1%0.001%
10/21/2024Whittier Trust Co.4,020$1.16M0.0%+12.3%0.005%
10/7/2024Sara Bay Financial3,980$1.14M0.5%N/A0.005%
10/5/2024 Cullen Investment Group LTD.5,080$1.46M0.2%-1.6%0.006%
8/14/2024EverSource Wealth Advisors LLC394$129K0.0%+39.2%0.000%
8/8/2024Parallel Advisors LLC1,239$388K0.0%-12.3%0.002%
8/7/2024Ashton Thomas Private Wealth LLC172$54K0.0%N/A0.000%
8/3/2024Kornitzer Capital Management Inc. KS95,753$30.02M0.6%+15.9%0.116%
8/2/2024FDx Advisors Inc.3,233$1.01M0.3%-8.3%0.004%
8/1/2024Crestwood Advisors Group LLC918$288K0.0%N/A0.001%
7/31/2024WR Wealth Planners LLC2,359$739K0.2%+4.7%0.003%
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7/29/2024Crossmark Global Holdings Inc.771$242K0.0%-5.2%0.001%
7/29/2024Arkadios Wealth Advisors1,231$386K0.0%+67.7%0.001%
7/29/2024Whittier Trust Co. of Nevada Inc.415$130K0.0%+119.6%0.001%
7/29/2024Whittier Trust Co.3,579$1.12M0.0%+8.6%0.004%
7/26/2024Liontrust Investment Partners LLP119,728$37.53M0.5%+19.5%0.145%
7/25/2024First National Bank of Hutchinson1,073$336K0.2%-5.5%0.001%
7/16/2024ORG Partners LLC185$59K0.0%N/A0.000%
7/9/2024Somerset Trust Co2,079$652K0.3%-1.6%0.003%
7/2/2024GAMMA Investing LLC261$82K0.0%+50.0%0.000%
7/1/2024 Cullen Investment Group LTD.5,164$1.62M0.3%-5.5%0.006%
(Data available from 1/1/2016 forward)

ICLR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICLR shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Icon. The most heavily invested institutionals were CIBC Private Wealth Group LLC ($197.00M), GAMMA Investing LLC ($119.73M), Goldman Sachs Group Inc. ($71.90M), TimesSquare Capital Management LLC ($63.49M), State of Tennessee Treasury Department ($44.10M), Liontrust Investment Partners LLP ($37.53M), and State of Tennessee Department of Treasury ($33.33M).Learn more on Icon's institutional investors.

What percentage of Icon's stock is owned by institutional investors?

95.61% of Icon's stock is owned by institutional investors. Learn more on ICLR's institutional investor holdings.

Which institutional investors have been buying Icon's stock?

Of the 58 institutional investors that purchased Icon's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kornitzer Capital Management Inc. KS ($76.28K), GAMMA Investing LLC ($68.42K), Liontrust Investment Partners LLP ($66.29K), Foyston Gordon & Payne Inc ($55.77K), Handelsbanken Fonder AB ($13.96K), TimesSquare Capital Management LLC ($13.34K), and Icon Wealth Advisors LLC ($11.84K).

How much institutional buying is happening at Icon?

Institutional investors have bought a total of 259,610 shares in the last 24 months. This purchase volume represents approximately $59.00M in transactions.

Which of Icon's major shareholders have been selling company stock?

Of the 30 institutional investors that sold Icon's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baird Financial Group Inc. ($164.33K), Goldman Sachs Group Inc. ($106.61K), Natixis Advisors LLC ($47.25K), Kornitzer Capital Management Inc. KS ($26.70K), LVM Capital Management Ltd. MI ($16.10K), Motley Fool Wealth Management LLC ($11.25K), and Globeflex Capital L P ($4.32K).

How much institutional selling is happening at Icon?

Institutional investors have sold a total of 393,670 shares in the last 24 months. This volume of shares sold represents approximately $73.20M in transactions.


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This page (NASDAQ:ICLR) was last updated on 7/6/2025 by MarketBeat.com Staff
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