Among active 13F managers last quarter, 10 opened and 35 added, while 22 reduced; the largest holder to move was Artisan Partners Limited Partnership (+20%). Over the last 180 days, 9 insiders sold and none bought, a net -$1.7M in open-market trades.
The legs disagree, or only one of them leans.
375 tracked 13F filers disclose a position in ICLR as of the latest SEC 13F filings, a combined $8.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Artisan Partners Limited Partnership | 8.3M | $916.1M | ▲+20% Added · +1.4M sh | Q1 2026 | |
| 2 | FMR LLC | 5.3M | $915.7M | ▲+26% Added · +1.1M sh | Q2 2026 | |
| 3 | Harris Associates L P | 4.4M | $481.5M | ▲+73% Added · +1.8M sh | Q1 2026 | |
| 4 | Principal Financial Group Inc | 3.3M | $366.5M | ▲+10% Added · +310K sh | Q1 2026 | |
| 5 | Brave Warrior Advisors, LLC | 3.2M | $547.8M | ▲+5.2% Added · +156K sh | Q2 2026 | |
| 6 | Greenhaven Associates Inc | 3.1M | $538.6M | ▲+55% Added · +1.1M sh | Q2 2026 | |
| 7 | Massachusetts Financial Services Co | 2.7M | $304.9M | ▲+16% Added · +371K sh | Q1 2026 | |
| 8 | Ruane, Cunniff & Goldfarb L.P. | 2.0M | $355.8M | ▲+25% Added · +413K sh | Q2 2026 | |
| 9 | Trinity Street Asset Management LLP | 1.5M | $266.7M | ▲+27% Added · +327K sh | Q2 2026 | |
| 10 | AllianceBernstein L.P. | 1.3M | $245.0M | ▲+5.7% Added · +72K sh | Q1 2026 | |
| 11 | Earnest Partners LLC | 1.2M | $215.9M | ▲+40% Added · +357K sh | Q2 2026 | |
| 12 | Maple Rock Capital Partners Inc. | 1.2M | $208.4M | ▲+258% Added · +864K sh | Q2 2026 | |
| 13 | D. E. Shaw & Co., Inc. | 1.2M | $132.6M | ▲+83% Added · +545K sh | Q1 2026 | |
| 14 | Brandes Investment Partners, LP | 1.2M | $206.0M | ▼−17% Reduced · −249K sh | Q2 2026 | |
| 15 | Van Lanschot Kempen Investment Management N.V. | 919K | $101.7M | ▲+24% Added · +175K sh | Q1 2026 | |
| 16 | Equity Investment Corp | 889K | $154.4M | ▼−19% Reduced · −208K sh | Q2 2026 | |
| 17 | Norges Bank | 878K | $160.1M | ▼−19% Reduced · −212K sh | Q4 2025 | |
| 18 | Boston Partners | 835K | $92.4M | ▼−34% Reduced · −424K sh | Q1 2026 | |
| 19 | Franklin Templeton Inc | 816K | $86.5M | ▼−73% Reduced · −2.2M sh | Q1 2026 | |
| 20 | Dimensional Fund Advisors LP | 789K | $87.3M | ▲+51% Added · +266K sh | Q1 2026 | |
| 21 | Sei Investments Co | 757K | $83.8M | ▼−3.6% Reduced · −28K sh | Q1 2026 | |
| 22 | Stephens Investment Management Group LLC | 720K | $125.1M | ▲+20% Added · +121K sh | Q2 2026 | |
| 23 | Goldman Sachs Group Inc | 631K | $69.8M | ▲+33% Added · +157K sh | Q1 2026 | |
| 24 | Sound Shore Management Inc | 627K | $69.4M | ▲New +627K sh | Q1 2026 | |
| 25 | UBS Group AG | 612K | $67.8M | ▲+14% Added · +74K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in ICLR and 35 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 213 funds | $185.1B |
| Amazon.com IncAMZN | 211 funds | $147.8B |
| Alphabet Inc-CL AGOOGL | 208 funds | $132.5B |
| Nvidia CorpNVDA | 202 funds | $301.8B |
| Meta Platforms Inc-Class AMETA | 200 funds | $85.8B |
| JPMorgan Chase & CoJPM | 195 funds | $48.7B |
| Apple IncAAPL | 194 funds | $200.8B |
| Eli Lilly & CoLLY | 193 funds | $58.8B |
| Alphabet Inc-CL CGOOG | 191 funds | $94.2B |
| Visa Inc-Class A SharesV | 191 funds | $51.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 190 funds | $28.6B |
| Unitedhealth Group IncUNH | 188 funds | $27.3B |
Ranked by how many of ICLR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ICLR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 11, 2026 | Grais Linda | Director | Sell (S) 4 lots, same day | 841 | $138K |
| Aug 11, 2026 | Clerkin Nigel Bernard John | Chief Financial Officer | Sell (S) 4 lots, same day | 2K | $372K |
| Aug 11, 2026 | Climax John Dr | Director | Sell (S) 4 lots, same day | 841 | $138K |
| Aug 11, 2026 | O'Neill Julie | Director | Sell (S) 4 lots, same day | 915 | $150K |
| Aug 11, 2026 | Whitaker Anne Clem | Director | Sell (S) 4 lots, same day | 841 | $138K |
| Aug 11, 2026 | Murray Ciaran | Director | Sell (S) 4 lots, same day | 3K | $440K |
| Aug 11, 2026 | McCague Eugene Pacelli | Director | Sell (S) 4 lots, same day | 841 | $138K |
| Aug 11, 2026 | Murphy Ronan Martin | Director | Sell (S) 4 lots, same day | 841 | $138K |
| Aug 10, 2026 | Balfe Barry Edward | Chief Executive Officer, Director | Sell (S) 2 lots, same day | 382 | $63K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 53 | 31 | – |
Insiders Form 4 open-market | 0 | 9 | -$1.7M |
US House STOCK Act trades | 0 | 1 | -$33K |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for ICLR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ICLR/capital-change-brief"
Use Arkolith's capital_change_brief for ICLR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ICLR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.