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ICON Public (ICLR) Institutional Ownership

ICON Public logo
$132.08 +1.33 (+1.02%)
As of 05/20/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for ICON Public (NASDAQ:ICLR)

Current
Institutional Ownership
Percentage
95.61%
Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$59.00M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$52.12M
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ICLR Institutional Buying and Selling by Quarter

ICON Public Major Shareholders & Ownership History

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

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
7/25/2024 First National Bank of Hutchinson1,073$336K0.2%-5.5%0.001%
7/16/2024 ORG Partners LLC185$59K0.0%N/A0.000%
7/9/2024 Somerset Trust Co2,079$652K0.3%-1.6%0.003%
7/2/2024 GAMMA Investing LLC261$82K0.0%+50.0%0.000%
7/1/2024 Cullen Investment Group LTD.5,164$1.62M0.3%-5.5%0.006%
6/11/2024 EverSource Wealth Advisors LLC283$95K0.0%+17.4%0.000%
5/17/2024SkyView Investment Advisors LLC3,040$1.02M0.2%N/A0.004%
5/16/2024 Silvercrest Asset Management Group LLC30,584$10.28M0.1%-2.7%0.037%
5/10/2024 Motco3,882$1.30M0.1%+1.5%0.005%
5/9/2024 First National Bank of Hutchinson1,135$381K0.3%+5.7%0.001%
(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, 70 institutional investors and hedge funds held shares of ICON Public. The most heavily invested institutionals were CIBC Private Wealth Group LLC ($197.00M), GAMMA Investing LLC ($119.73M), TimesSquare Capital Management LLC ($63.49M), State of Tennessee Treasury Department ($44.10M), Liontrust Investment Partners LLP ($37.53M), State of Tennessee Department of Treasury ($33.33M), and Natixis Advisors LLC ($22.84M).Learn more on ICLR's institutional investors.

What percentage of ICON Public stock is owned by institutional investors?

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

Which institutional investors have been buying ICON Public stock?

Of the 56 institutional investors that purchased ICON Public 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 Public?

Institutional investors have bought a total of 402,883 shares in the last 24 months. This purchase volume represents approximately $96.77M in transactions.

Which ICON Public major shareholders have been selling company stock?

Of the 37 institutional investors that sold ICON Public 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), Todd Asset Management LLC ($91.49K), Natixis Advisors LLC ($47.25K), TimesSquare Capital Management LLC ($31.90K), Kornitzer Capital Management Inc. KS ($26.70K), Motley Fool Wealth Management LLC ($11.25K), and FDx Advisors Inc. ($7.71K).

How much institutional selling is happening at ICON Public?

Institutional investors have sold a total of 409,504 shares in the last 24 months. This volume of shares sold represents approximately $90.13M in transactions.



This page (NASDAQ:ICLR) was last updated on 5/21/2025 by MarketBeat.com Staff
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