ICON PLC (ICLR) Stock Institutional Trading Activity
ICON PLC (ICLR) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Polen Capital Management, Cullen Value Fund, Greenhaven Associates, Muhlenkamp & Co, and Sequoia Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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- ICON PLC (ICLR) stock institutional ownership
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2025 | Polen Capital Management | Sell | -338,255 | 105,206 | $19,170,588 |
| Q4 2025 | Greenhaven Associates | Sell | -15 | 17,394 | $3,169,535 |
| Q4 2025 | Cullen Value Fund | Sell | -508 | 2,173 | $394,139 |
| Q3 2025 | Brave Warrior Advisors | Sell | -2,000 | 3,000 | $525,000 |
| Q3 2025 | Muhlenkamp & Co | Buy | 73,467 | 73,467 | $12,856,725 |
| Q3 2025 | Polen Capital Management | Sell | -96,949 | 443,461 | $77,605,716 |
| Q3 2025 | Sequoia Fund | Sell | -7,189 | 1,700,994 | $297,673,950 |
| Q3 2025 | Greenhaven Associates | Sell | -224 | 17,409 | $3,046,575 |
| Q3 2025 | Cullen Value Fund | Sell | -205 | 2,681 | $519,819 |
| Q2 2025 | Parnassus Endeavor Fund | Sell | -368 | 53,539 | $7,787,248 |
| Q2 2025 | Renaissance Technologies LLC | Buy | 145,900 | 324,824 | $47,245,651 |
| Q2 2025 | Cantillon Capital Management | Buy | 465,197 | 465,197 | $67,662,904 |
| Q2 2025 | Polen Capital Management | Sell | -94,642 | 540,410 | $78,602,580 |
| Q2 2025 | Sequoia Fund | Buy | 453,833 | 1,708,183 | $248,455,217 |
| Q2 2025 | Greenhaven Associates | Buy | 17,633 | 17,633 | $2,564,720 |
| Q2 2025 | Cullen Value Fund | Sell | -1,251 | 2,886 | $419,769 |
| Q1 2025 | Baupost Group | Buy | 405,000 | 405,000 | $70,871 |
| Q1 2025 | Brave Warrior Advisors | Buy | 2,000 | 5,000 | $874,950 |
| Q1 2025 | Parnassus Endeavor Fund | Buy | 53,907 | 53,907 | $9,433,186 |
| Q1 2025 | Renaissance Technologies LLC | Buy | 53,125 | 178,924 | $31,309,911 |
| Q1 2025 | Polen Capital Management | Sell | -76,458 | 635,052 | $111,127,679 |
| Q1 2025 | Sequoia Fund | Sell | -11,190 | 1,254,350 | $219,498,707 |
| Q1 2025 | Cullen Value Fund | Sell | -843 | 4,137 | $723,934 |
| Q4 2024 | Causeway Capital Management | Buy | 1,250 | 1,250 | $262,138 |
| Q4 2024 | Brave Warrior Advisors | Buy | 2,050 | 3,000 | $629,130 |
| Q4 2024 | Renaissance Technologies LLC | Sell | -86,300 | 125,799 | $26,381,308 |
| Q4 2024 | Polen Capital Management | Sell | -342,260 | 711,510 | $149,210,727 |
| Q4 2024 | Sequoia Fund | Buy | 1,265,540 | 1,265,540 | $265,396,393 |
| Q4 2024 | Cullen Value Fund | Sell | -100 | 4,980 | $1,044,356 |
| Q3 2024 | Renaissance Technologies LLC | Sell | -13,900 | 212,099 | $60,938,164 |
Frequently asked questions about ICLR activity
Which institutional owners are buying ICLR?
Institutional owners buying ICLR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ICLR activity?
"Buy" means an investor increased their reported position in ICLR compared to the prior reporting period. This reflects growing exposure to ICON PLC (ICLR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ICLR increasing?
Institutional interest in ICLR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.