ICON Public Limited Company (ICLR)
Dublin, IE
ICON Public Limited Company, a clinical research organization, provides outsourced development and commercialization services in Ireland, rest of Europe, the United States, and internationally. The company specializes in the strategic development, management, and analysis of programs that support various stages of the clinical development process from compound selection to Phase I-IV clinical studies. It also provides clinical development services, including all phases of development, peri and post approval, data solutions, and site and patient access services; clinical trial management, consulting, and contract staffing services; and commercial services comprising clinical development strategy, planning and trial design, full study execution, and post-market commercialization. In addition, the company offers laboratory services, including bionanalytical, biomarker, vaccine, good manufacturing practice, and central laboratory services, as well as full-service and functional service partnerships to customers. Further, the company provides adaptive trials, cardiac safety solutions, clinical and scientific operations, consulting and advisory, commercial positioning, decentralized and hybrid clinical trials, early clinical, laboratories, language services, medical imaging, real world intelligence, site and patient, and strategic solutions. It serves pharmaceutical, biotechnology, and medical device industries, as well as government and public health organizations. The company has a strategic alliance with Advarra, Inc. for the development of a connected, research-ready clinical trial site network model. ICON Public Limited Company was incorporated in 1989 and is headquartered in Dublin, Ireland.
3 articles
- ICON Stock and the CRO Trends Shaping Its Next Growth Phase Zacks Investment Research
- INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in ICON plc (ICLR) to Contact Law Firm GlobeNewsWire
- RESERVOIR ANNOUNCES PUBLISHING DEAL WITH MULTI-PLATINUM AND GRAMMY-WINNING HIP-HOP ICON T.I. PRNewsWire
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +15.49% | +17.35% | +33.48% | +26.50% | -26.05% | -24.93% | +4.56% | -34.38% | -38.86% | +94.21% | +2,051.15% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 8 | +1 |
| Hold | 8 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 4 |
124.50
-25.0%
|
| Last Quarter | 4 |
124.50
-25.0%
|
| Last Year | 19 |
166.37
+0.2%
|
| All Time | 34 |
235.94
+42.0%
|
-
Revenue growth Medical - Diagnostics & Research: +7.9%-0.4% Q1'26: +1.6% (vs Q1'25)
-
EPS growth Medical - Diagnostics & Research: +30.8%-69.6% Q1'26: -28.4% (vs Q1'25)
-
FCF margin FCF growth · Medical - Diagnostics & Research: +32.2%+4.1% Q1'26: +30.6% (vs Q1'25)
-
EBIT margin Medical - Diagnostics & Research: +9.6%+5.3% Q1'26: +8.5% (vs Q1'25)
-
ROIC Medical - Diagnostics & Research: +5.2%+3.3% Q1'26: +4.7% (vs Q1'25)
-
Share dilution Medical - Diagnostics & Research: 0.0%-4.9% ★ Q1'26: -6.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Diagnostics & Research: -0.13×4.32× Q1'26: 3.37× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 11 Rev. Ana. 10 EPS Ana. |
Dec 2027 11 Rev. Ana. 10 EPS Ana. |
Dec 2028 11 Rev. Ana. 6 EPS Ana. |
Dec 2029 5 Rev. Ana. 4 EPS Ana. |
Dec 2030 5 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
55.80M
est: 60.42M (-7.7%)
|
80.77M
est: 98.02M (-17.6%)
|
116.16M
est: 135.20M (-14.1%)
|
156.56M
est: 175.83M (-11.0%)
|
225.73M
est: 253.91M (-11.1%)
|
296.92M
est: 306.11M (-3.0%)
|
455.60M
est: 418.82M (+8.8%)
|
630.72M
est: 588.24M (+7.2%)
|
865.25M
est: 815.08M (+6.2%)
|
887.61M
est: 804.39M (+10.3%)
|
900.04M
est: 918.39M (-2.0%)
|
945.73M
est: 1.03B (-8.6%)
|
1.12B
est: 1.10B (+1.6%)
|
1.34B
est: 1.19B (+12.7%)
|
1.50B
est: 1.32B (+13.5%)
|
1.57B
est: 1.58B (-0.4%)
|
1.67B
est: 1.67B (-0.3%)
|
1.76B
est: 1.76B (+0.0%)
|
2.60B
est: 2.59B (+0.1%)
|
2.81B
est: 2.81B (-0.2%)
|
2.80B
est: 2.79B (+0.3%)
|
5.48B
est: 5.49B (-0.2%)
|
7.74B
est: 7.74B (0.0%)
|
8.12B
est: 8.33B (-2.5%)
|
8.28B
est: 8.28B (+0.0%)
|
8.25B
est: 8.03B (+2.7%)
|
8.02B
7.94B – 8.06B
-0.2% YoY
|
8.20B
8.15B – 8.25B
+2.3% YoY
|
8.58B
8.57B – 8.59B
+4.6% YoY
|
9.04B
8.95B – 9.13B
+5.4% YoY
|
9.48B
9.38B – 9.58B
+4.8% YoY
|
| EBITDA |
9.01M
est: 7.64M (+17.9%)
|
11.38M
est: 14.85M (-23.4%)
|
16.05M
est: 22.11M (-27.4%)
|
24.23M
est: 27.14M (-10.7%)
|
32.23M
est: 37.16M (-13.3%)
|
45.55M
est: 45.91M (-0.8%)
|
62.77M
est: 60.57M (+3.6%)
|
88.25M
est: 84.70M (+4.2%)
|
130.11M
est: 118.48M (+9.8%)
|
140.86M
est: 127.64M (+10.4%)
|
127.73M
est: 129.70M (-1.5%)
|
69.32M
est: 74.92M (-7.5%)
|
111.09M
est: 109.56M (+1.4%)
|
168.67M
est: 148.20M (+13.8%)
|
263.69M
est: 223.04M (+18.2%)
|
339.21M
est: 325.33M (+4.3%)
|
379.43M
est: 371.28M (+2.2%)
|
401.94M
est: 388.42M (+3.5%)
|
451.76M
est: 440.65M (+2.5%)
|
532.19M
est: 496.80M (+7.1%)
|
488.83M
est: 484.48M (+0.9%)
|
739.43M
est: 676.35M (+9.3%)
|
1.41B
est: 1.08B (+30.7%)
|
1.52B
est: 1.32B (+15.1%)
|
1.56B
est: 1.31B (+19.0%)
|
823.57M
est: 1.27B (-35.4%)
|
1.27B
1.26B – 1.28B
-0.2% YoY
|
1.30B
1.29B – 1.31B
+2.3% YoY
|
1.36B
1.36B – 1.36B
+4.6% YoY
|
1.43B
1.42B – 1.45B
+5.4% YoY
|
1.50B
1.49B – 1.52B
+4.8% YoY
|
| EBIT |
6.98M
est: -9.38M (+174.4%)
|
8.15M
est: 9.57M (-14.9%)
|
11.08M
est: 12.32M (-10.1%)
|
18.21M
est: 20.50M (-11.1%)
|
24.93M
est: 27.92M (-10.7%)
|
34.38M
est: 34.09M (+0.9%)
|
47.82M
est: 43.92M (+8.9%)
|
69.24M
est: -258.48M (+126.8%)
|
102.39M
est: 93.70M (+9.3%)
|
108.20M
est: 97.33M (+11.2%)
|
93.86M
est: 93.31M (+0.6%)
|
30.64M
est: 31.26M (-2.0%)
|
68.27M
est: 66.23M (+3.1%)
|
122.15M
est: 106.24M (+15.0%)
|
211.15M
est: 176.22M (+19.8%)
|
281.54M
est: 269.04M (+4.6%)
|
319.85M
est: 310.36M (+3.1%)
|
340.68M
est: 333.83M (+2.1%)
|
378.12M
est: 370.42M (+2.1%)
|
440.27M
est: 430.86M (+2.2%)
|
394.22M
est: 311.44M (+26.6%)
|
379.10M
est: 371.35M (+2.1%)
|
797.58M
est: 550.88M (+44.8%)
|
935.49M
est: 784.28M (+19.3%)
|
1.08B
est: 779.30M (+38.0%)
|
440.57M
est: 756.29M (-41.7%)
|
754.83M
747.29M – 758.60M
-0.2% YoY
|
772.02M
767.30M – 776.75M
+2.3% YoY
|
807.71M
807.01M – 808.41M
+4.6% YoY
|
851.06M
842.40M – 859.82M
+5.4% YoY
|
892.11M
883.03M – 901.29M
+4.8% YoY
|
| Net Income |
8.05M
est: 5.61M (+43.6%)
|
6.07M
est: 7.50M (-19.1%)
|
10.98M
est: 12.70M (-13.6%)
|
14.20M
est: 15.26M (-6.9%)
|
18.28M
est: 20.71M (-11.7%)
|
25.74M
est: 26.42M (-2.6%)
|
38.30M
est: 35.11M (+9.1%)
|
55.96M
est: 52.25M (+7.1%)
|
78.12M
est: 73.55M (+6.2%)
|
94.30M
est: 85.65M (+10.1%)
|
87.07M
est: 88.63M (-1.8%)
|
22.88M
est: 24.04M (-4.8%)
|
55.42M
est: 53.83M (+3.0%)
|
102.81M
est: 90.06M (+14.2%)
|
172.47M
est: 150.20M (+14.8%)
|
239.54M
est: 228.91M (+4.6%)
|
262.18M
est: 261.19M (+0.4%)
|
281.49M
est: 277.69M (+1.4%)
|
322.82M
est: 320.13M (+0.8%)
|
373.99M
est: 371.78M (+0.6%)
|
327.81M
est: 536.43M (-38.9%)
|
153.19M
est: 152.41M (+0.5%)
|
505.30M
est: 207.95M (+143.0%)
|
612.34M
est: 684.00M (-10.5%)
|
791.47M
est: 1.11B (-28.5%)
|
229.34M
est: 995.54M (-77.0%)
|
866.68M
795.65M – 937.71M
-12.9% YoY
|
935.31M
884.37M – 986.26M
+7.9% YoY
|
1.07B
892.53M – 1.25B
+14.8% YoY
|
1.20B
1.19B – 1.22B
+12.2% YoY
|
1.38B
1.36B – 1.39B
+14.2% YoY
|
| SGA |
18.00M
est: 10.10M (+78.2%)
|
27.35M
est: 31.41M (-12.9%)
|
36.31M
est: 42.17M (-13.9%)
|
48.95M
est: 55.54M (-11.9%)
|
71.12M
est: 78.33M (-9.2%)
|
88.81M
est: 92.68M (-4.2%)
|
136.57M
est: 125.60M (+8.7%)
|
187.99M
est: 179.48M (+4.7%)
|
248.78M
est: 234.44M (+6.1%)
|
230.91M
est: 209.67M (+10.1%)
|
232.69M
est: 237.58M (-2.1%)
|
255.86M
est: 280.52M (-8.8%)
|
280.78M
est: 276.48M (+1.6%)
|
313.93M
est: 277.22M (+13.2%)
|
336.46M
est: 293.12M (+14.8%)
|
326.79M
est: 311.97M (+4.7%)
|
325.73M
est: 324.31M (+0.4%)
|
323.74M
est: 319.45M (+1.3%)
|
325.79M
est: 323.11M (+0.8%)
|
336.75M
est: 334.72M (+0.6%)
|
341.69M
est: 286.29M (+19.4%)
|
585.33M
est: 601.32M (-2.7%)
|
778.75M
est: 815.10M (-4.5%)
|
776.36M
est: 809.02M (-4.0%)
|
728.35M
est: 803.88M (-9.4%)
|
780.14M
est: 780.14M (0.0%)
|
778.64M
770.87M – 782.53M
-0.2% YoY
|
796.38M
791.50M – 801.25M
+2.3% YoY
|
833.19M
832.47M – 833.91M
+4.6% YoY
|
877.91M
868.97M – 886.94M
+5.4% YoY
|
920.25M
910.89M – 929.72M
+4.8% YoY
|
| EPS |
0.36
est: 0.11 (+227.3%)
|
0.27
est: 0.21 (+28.6%)
|
0.97
est: 0.26 (+273.1%)
|
1.22
est: 0.30 (+306.7%)
|
1.55
est: 0.39 (+297.4%)
|
1.94
est: 0.46 (+321.7%)
|
1.35
est: 0.57 (+136.8%)
|
1.95
est: 0.84 (+132.1%)
|
1.34
est: 1.15 (+16.5%)
|
1.61
est: 1.27 (+26.8%)
|
1.46
est: 1.50 (-2.7%)
|
0.38
est: 0.56 (-32.1%)
|
0.92
est: 0.95 (-3.2%)
|
1.69
est: 1.39 (+21.6%)
|
2.80
est: 2.21 (+26.7%)
|
4.08
est: 3.96 (+3.0%)
|
4.75
est: 4.72 (+0.6%)
|
5.20
est: 5.35 (-2.9%)
|
5.96
est: 6.07 (-1.8%)
|
6.85
est: 6.89 (-0.6%)
|
6.29
est: 6.46 (-2.6%)
|
2.28
est: 9.68 (-76.4%)
|
6.20
est: 11.69 (-47.0%)
|
7.46
est: 8.66 (-13.9%)
|
9.60
est: 13.99 (-31.4%)
|
2.92
est: 12.88 (-77.3%)
|
10.55
10.08 – 11.87
-18.1% YoY
|
11.73
11.20 – 12.49
+11.2% YoY
|
13.24
11.30 – 15.88
+12.8% YoY
|
15.25
15.05 – 15.46
+15.2% YoY
|
17.43
17.19 – 17.66
+14.2% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-18 | JP Morgan | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Andrew A. Ziegler | 8.22M | 13.70% | — | 7.65M | — | 8.22M | IN | U.S.A. | 2013-02-07 | ↗ |
| 2 | Artisan Investment Corporation | 8.22M | 13.70% | — | 7.65M | — | 8.22M | HC | U.S.A. | 2013-02-07 | ↗ |
| 3 | Artisan Investments GP LLC | 8.22M | 13.70% | — | 7.65M | — | 8.22M | HC | U.S.A. | 2013-02-07 | ↗ |
| 4 | Artisan Partners Holdings LP | 8.22M | 13.70% | — | 7.65M | — | 8.22M | HC | U.S.A. | 2013-02-07 | ↗ |
| 5 | Artisan Partners Limited Partnership | 8.22M | 13.70% | — | 7.65M | — | 8.22M | IA | U.S.A. | 2013-02-07 | ↗ |
| 6 | Carlene M. Ziegler | 8.22M | 13.70% | — | 7.65M | — | 8.22M | IN | U.S.A. | 2013-02-07 | ↗ |
| 7 | ZFIC, Inc. | 8.22M | 13.70% | — | 7.65M | — | 8.22M | HC | U.S.A. | 2013-02-07 | ↗ |
| 8 | 04-2747644 | 7.23M | 8.90% | 7.01M | — | 7.23M | — | IA | Delaware | 2022-02-02 | ↗ |
| 9 | WCM Investment Management | 5.27M | 9.68% | — | — | — | 20.3K | IA | Citizenship or Place of Organization | 2019-02-14 | ↗ |
| 10 | Artisan Partners Funds, Inc. | 5.22M | 8.70% | — | 5.22M | — | 5.22M | IC | U.S.A. | 2013-02-07 | ↗ |
| 11 | Wellington Group Holdings LLP | 5.15M | 6.33% | — | 4.77M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 12 | Wellington Investment Advisors Holdings LLP | 5.15M | 6.33% | — | 4.77M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 13 | Wellington Management Group LLP | 5.15M | 6.33% | — | 4.77M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 14 | Wellington Management Company LLP | 4.49M | 5.51% | — | 4.33M | — | — | IA | Massachusetts | 2022-02-04 | ↗ |
| 15 | George S. Loening | 2.93M | 5.01% | 2.93M | — | 2.93M | — | IN | USA | 2009-02-17 | ↗ |
| 16 | 13-4064930 | 2.56M | 4.70% | 2.14M | — | 2.54M | — | IA | Delaware | 2018-02-13 | ↗ |
| 17 | Select Equity Group, Inc. | 2.07M | 3.54% | 2.07M | — | 2.07M | — | IA | New York | 2009-02-17 | ↗ |
| 18 | Neuberger Berman Group LLC | 1.87M | 3.41% | — | 1.87M | — | 1.87M | HC | Delaware | 2017-02-14 | ↗ |
| 19 | Neuberger Berman Investment Advisers LLC | 1.87M | 3.41% | — | 1.87M | — | 1.87M | IA | Delaware | 2017-02-14 | ↗ |
| 20 | Dr. John Climax | 1.57M | 11.00% | 1.57M | — | 1.57M | — | IN | Republic of Ireland | 2005-10-11 | ↗ |
| 21 | Identification Nos. of above persons (. n/a | 1.49M | 10.70% | 1.49M | — | 1.49M | — | IN | of Ireland | 2005-12-09 | ↗ |
| 22 | Neuberger Berman Equity Funds | 1.40M | 2.54% | — | 1.40M | — | 1.40M | IV | Delaware | 2017-02-14 | ↗ |
| 23 | — | 1.11M | 8.20% | 1.11M | — | 1.11M | — | IN | Republic of Ireland | 2004-05-27 | ↗ |
| 24 | Dr. Ronan Lambe | 1.02M | 11.00% | 1.02M | — | 1.02M | — | IN | Republic of Ireland | 2005-10-11 | ↗ |
| 25 | Identification Nos. of above persons (: n/a | 951.5K | 6.80% | 951.5K | — | 951.5K | — | IN | of Ireland | 2005-12-09 | ↗ |
| 26 | Select Offshore Advisors, LLC | 856.1K | 1.47% | 856.1K | — | 856.1K | — | IA | New York | 2009-02-17 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 270.1K +270.1K (+100.0%) | 49.21B +49.2B (+100.0%) | 0.35% +0.349 pp | 0.07% +0.074 pp | USD182.22 +0.0% | 1 qtrs NEW |
| 2 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 6.87M -197.4K (-2.8%) | 1.25B +15.1M (+1.2%) | 8.88% -0.039 pp | 1.88% +0.120 pp | USD164.04 +11.1% | 5 qtrs — |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 4.35M -286.4K (-6.2%) | 792.79M -18.7M (-2.3%) | 5.62% -0.229 pp | 0.14% -0.003 pp | USD186.11 -2.1% | 52 qtrs — |
| 4 | ORBIS ALLAN GRAY LTD | 4.21M +75.8K (+1.8%) | 768.00M +43.7M (+6.0%) | 5.45% +0.224 pp | 3.22% +0.109 pp | USD172.78 +5.5% | 7 qtrs — |
| 5 | INVESCO LTD. | 3.76M +329.3K (+9.6%) | 684.58M +84.7M (+14.1%) | 4.86% +0.530 pp | 0.11% +0.011 pp | USD189.51 -3.8% | 51 qtrs — |
| 6 | FMR LLC | 3.10M +1.2M (+60.2%) | 564.50M +226.2M (+66.9%) | 4.00% +1.564 pp | 0.03% +0.011 pp | USD213.50 -14.7% | 39 qtrs — |
| 7 | PRINCIPAL FINANCIAL GROUP INC | 3.00M -275.8K (-8.4%) | 546.94M -26.6M (-4.6%) | 3.88% -0.256 pp | 0.28% -0.010 pp | USD172.89 +5.4% | 44 qtrs — |
| 8 | FRANKLIN RESOURCES INC | 2.99M +239.8K (+8.7%) | 545.41M +63.7M (+13.2%) | 3.87% +0.394 pp | 0.13% +0.014 pp | USD200.15 -9.0% | 22 qtrs — |
| 9 | NINETY ONE UK LTD | 2.95M -60.3K (-2.0%) | 536.79M +10.7M (+2.0%) | 3.81% +0.014 pp | 1.15% +0.015 pp | USD207.49 -12.2% | 25 qtrs — |
| 10 | HARRIS ASSOCIATES L P | 2.51M +167.6K (+7.2%) | 457.40M +47.5M (+11.6%) | 3.24% +0.288 pp | 0.58% -0.079 pp | USD156.20 +16.7% | 3 qtrs — |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.36M -1.1M (-32.7%) | 429.50M -183.6M (-29.9%) | 3.05% -1.375 pp | 0.14% -0.051 pp | USD189.34 -3.8% | 34 qtrs — |
| 12 | RUANE, CUNNIFF & GOLDFARB L.P. | 1.68M -21.4K (-1.3%) | 306.05M +8.4M (+2.8%) | 2.17% +0.024 pp | 4.78% -0.152 pp | USD192.64 -5.4% | 5 qtrs — |
| 13 | CAPITAL WORLD INVESTORS | 1.50M +1.3M (+555.2%) | 272.69M +232.7M (+582.3%) | 1.93% +1.646 pp | 0.04% +0.032 pp | USD181.12 +0.6% | 2 qtrs — |
| 14 | — | 1.40M +118.0K (+9.2%) | 254.38M +30.7M (+13.7%) | 1.80% +0.192 pp | 19.01% +2.324 pp | USD165.82 +9.9% | 4 qtrs — |
| 15 | ALLIANCEBERNSTEIN L.P. | 1.27M -101.6K (-7.4%) | 231.87M -8.6M (-3.6%) | 1.64% -0.089 pp | 0.07% -0.003 pp | USD185.07 -1.5% | 52 qtrs — |
| 16 | BOSTON PARTNERS | 1.26M +519.8K (+70.3%) | 229.40M +100.0M (+77.3%) | 1.63% +0.694 pp | 0.24% +0.105 pp | USD179.13 +1.7% | 52 qtrs — |
| 17 | 1832 ASSET MANAGEMENT L.P. | 1.20M +202.0 (+0.0%) | 219.45M +8.7M (+4.1%) | 1.56% +0.037 pp | 0.17% +0.001 pp | USD155.49 +17.2% | 11 qtrs — |
| 18 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.08M +11.3K (+1.1%) | 203.80M -1.8M (-0.9%) | 1.40% +0.047 pp | 0.33% +0.000 pp | USD194.33 -6.2% | 15 qtrs — |
| 19 | TRINITY STREET ASSET MANAGEMENT LLP | 1.07M +201.5K (+23.1%) | 195.42M +43.0M (+28.2%) | 1.39% +0.287 pp | 12.28% +1.891 pp | USD221.20 -17.6% | 19 qtrs — |
| 20 | AMERICAN CENTURY COMPANIES INC | 1.04M +610.7K (+142.9%) | 189.15M +114.4M (+152.9%) | 1.34% +0.802 pp | 0.10% +0.057 pp | USD192.66 -5.4% | 29 qtrs — |
| 21 | FIRST PACIFIC ADVISORS, LP | 980.8K +6.5K (+0.7%) | 178.72M +8.2M (+4.8%) | 1.27% +0.038 pp | 2.35% -0.004 pp | USD172.30 +5.8% | 14 qtrs — |
| 22 | LYRICAL ASSET MANAGEMENT LP | 968.0K +968.0K (+100.0%) | 176.38M +176.4M (+100.0%) | 1.25% +1.251 pp | 2.31% +2.307 pp | USD182.22 +0.0% | 1 qtrs NEW |
| 23 | EARNEST PARTNERS LLC | 890.1K +80.4K (+9.9%) | 162.19M +20.5M (+14.5%) | 1.15% +0.129 pp | 0.70% +0.080 pp | USD122.49 +48.8% | 51 qtrs — |
| 24 | NORGES BANK | 878.5K +878.5K (+100.0%) | 160.07M +160.1M (+100.0%) | 1.14% +1.135 pp | 0.02% +0.017 pp | USD182.22 +0.0% | 1 qtrs NEW |
| 25 | SEI INVESTMENTS CO | 785.9K +86.7K (+12.4%) | 143.21M +20.8M (+17.0%) | 1.02% +0.133 pp | 0.14% +0.010 pp | USD174.62 +4.4% | 45 qtrs — |
| 26 | BRANDES INVESTMENT PARTNERS, LP | 776.7K +21.1K (+2.8%) | 141.54M +9.3M (+7.0%) | 1.00% +0.050 pp | 1.08% +0.017 pp | USD167.30 +8.9% | 3 qtrs — |
| 27 | JPMORGAN CHASE & CO | 767.9K +629.1K (+453.0%) | 139.93M +115.6M (+475.8%) | 0.99% +0.817 pp | 0.01% +0.007 pp | USD197.31 -7.6% | 45 qtrs — |
| 28 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 743.5K +743.5K (+100.0%) | 135.49M +135.5M (+100.0%) | 0.96% +0.961 pp | 1.16% +1.160 pp | USD182.22 +0.0% | 1 qtrs NEW |
| 29 | JENNISON ASSOCIATES LLC | 678.0K +678.0K (+100.0%) | 123.54M +123.5M (+100.0%) | 0.88% +0.876 pp | 0.07% +0.074 pp | USD182.22 +0.0% | 1 qtrs NEW |
| 30 | D. E. SHAW & CO., INC. | 653.3K -823.8K (-55.8%) | 119.05M -139.4M (-53.9%) | 0.84% -1.020 pp | 0.07% -0.081 pp | USD187.49 -2.8% | 9 qtrs — |
| 31 | EQUITY INVESTMENT CORP | 623.2K -5.0K (-0.8%) | 113.56M +3.6M (+3.3%) | 0.81% +0.013 pp | 2.29% -0.011 pp | USD148.40 +22.8% | 3 qtrs — |
| 32 | CLEARBRIDGE INVESTMENTS, LLC | 617.0K -517.4K (-45.6%) | 112.43M -86.1M (-43.4%) | 0.80% -0.634 pp | 0.09% -0.060 pp | USD194.11 -6.1% | 52 qtrs — |
| 33 | BANK OF AMERICA CORP /DE/ | 609.7K +64.4K (+11.8%) | 111.09M +15.7M (+16.4%) | 0.79% +0.100 pp | 0.01% +0.002 pp | USD211.89 -14.0% | 52 qtrs — |
| 34 | STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 543.0K +62.9K (+13.1%) | 98.94M +14.9M (+17.8%) | 0.70% +0.096 pp | 1.29% +0.199 pp | USD125.35 +45.4% | 52 qtrs — |
| 35 | UBS GROUP AG | 538.6K +88.1K (+19.5%) | 98.15M +19.3M (+24.5%) | 0.70% +0.128 pp | 0.02% +0.004 pp | USD175.12 +4.1% | 45 qtrs — |
| 36 | BAMCO INC /NY/ | 534.2K -150.7K (-22.0%) | 97.35M -22.5M (-18.8%) | 0.69% -0.174 pp | 0.26% -0.054 pp | USD118.21 +54.1% | 52 qtrs — |
| 37 | DIMENSIONAL FUND ADVISORS LP | 523.0K +101.7K (+24.1%) | 95.30M +21.6M (+29.3%) | 0.68% +0.144 pp | 0.02% +0.004 pp | USD234.19 -22.2% | 18 qtrs — |
| 38 | FISHER FUNDS MANAGEMENT LTD | 513.1K +82.0K (+19.0%) | 93.21M +17.8M (+23.6%) | 0.66% +0.119 pp | 2.41% +0.414 pp | USD202.31 -9.9% | 5 qtrs — |
| 39 | ALTRINSIC GLOBAL ADVISORS LLC | 507.8K +204.4K (+67.4%) | 92.54M +39.4M (+74.3%) | 0.66% +0.274 pp | 3.32% +1.354 pp | USD177.91 +2.4% | 2 qtrs — |
| 40 | FIDUCIARY MANAGEMENT INC /WI/ | 481.0K -79.9K (-14.3%) | 87.65M -10.5M (-10.7%) | 0.62% -0.086 pp | 0.96% -0.029 pp | USD188.26 -3.2% | 5 qtrs — |
| 41 | RIVER ROAD ASSET MANAGEMENT, LLC | 475.4K +169.9K (+55.6%) | 86.63M +33.2M (+62.0%) | 0.61% +0.229 pp | 0.95% +0.351 pp | USD164.58 +10.7% | 3 qtrs — |
| 42 | MORGAN STANLEY | 473.6K -26.7K (-5.3%) | 86.31M -1.3M (-1.4%) | 0.61% -0.019 pp | 0.01% 0.000 pp | USD211.40 -13.8% | 51 qtrs — |
| 43 | GOLDMAN SACHS GROUP INC | 473.2K +24.4K (+5.4%) | 86.22M +7.7M (+9.8%) | 0.61% +0.045 pp | 0.01% +0.001 pp | USD228.73 -20.3% | 52 qtrs — |
| 44 | NINETY ONE NORTH AMERICA, INC. | 455.4K +12.6K (+2.8%) | 82.98M +5.5M (+7.1%) | 0.59% +0.030 pp | 3.36% -0.149 pp | USD204.51 -10.9% | 25 qtrs — |
| 45 | VOYA INVESTMENT MANAGEMENT LLC | 438.3K +436.1K (+19,424.2%) | 79.87M +79.5M (+20,229.8%) | 0.57% +0.564 pp | 0.08% +0.078 pp | USD182.18 +0.0% | 2 qtrs — |
| 46 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 399.8K +22.4K (+5.9%) | 71.68M +10.8M (+17.8%) | 0.52% +0.041 pp | 0.48% +0.063 pp | USD159.11 +14.5% | 4 qtrs — |
| 47 | BLACKROCK, INC. | 377.8K +123.8K (+48.7%) | 68.85M +24.4M (+54.9%) | 0.49% +0.168 pp | 0.00% +0.000 pp | USD236.23 -22.9% | 6 qtrs — |
| 48 | LAZARD ASSET MANAGEMENT LLC | 372.4K -233.1K (-38.5%) | 67.87M -38.1M (-36.0%) | 0.48% -0.283 pp | 0.12% -0.028 pp | USD216.18 -15.7% | 34 qtrs — |
| 49 | STATE STREET CORP | 361.2K +2.3K (+0.6%) | 65.82M +3.0M (+4.8%) | 0.47% +0.014 pp | 0.00% +0.000 pp | USD227.43 -19.9% | 49 qtrs — |
| 50 | SAMLYN CAPITAL, LLC | 337.7K +337.7K (+100.0%) | 61.53M +61.5M (+100.0%) | 0.44% +0.436 pp | 0.98% +0.980 pp | USD182.22 +0.0% | 1 qtrs NEW |
| 51 | LAKEWOOD CAPITAL MANAGEMENT, LP | 332.5K +93.3K (+39.0%) | 60.59M +18.7M (+44.7%) | 0.43% +0.128 pp | 4.01% +0.851 pp | USD159.68 +14.1% | 3 qtrs — |
| 52 | BROWN BROTHERS HARRIMAN & CO | 289.4K -79.2K (-21.5%) | 52.74M -11.8M (-18.2%) | 0.37% -0.091 pp | 0.29% -0.105 pp | USD221.57 -17.8% | 30 qtrs — |
| 53 | QUBE RESEARCH & TECHNOLOGIES LTD | 289.1K -269.7K (-48.3%) | 52.69M -45.1M (-46.1%) | 0.37% -0.332 pp | 0.05% -0.048 pp | USD198.75 -8.3% | 9 qtrs — |
| 54 | THRIVENT FINANCIAL FOR LUTHERANS | 283.5K +283.5K (+100.0%) | 51.66M +51.7M (+100.0%) | 0.37% +0.366 pp | 0.09% +0.092 pp | USD182.22 +0.0% | 1 qtrs NEW |
| 55 | RUSSELL INVESTMENTS GROUP, LTD. | 280.9K +35.3K (+14.4%) | 51.19M +8.2M (+19.1%) | 0.36% +0.053 pp | 0.06% +0.007 pp | USD178.44 +2.1% | 37 qtrs — |
| 56 | HGK ASSET MANAGEMENT INC | 260.4K +59.7K (+29.7%) | 47.46M +12.3M (+35.1%) | 0.34% +0.083 pp | 7.03% +1.345 pp | USD249.98 -27.1% | 9 qtrs — |
| 57 | JANUS HENDERSON GROUP PLC | 248.3K +28.0K (+12.7%) | 45.24M +6.7M (+17.4%) | 0.32% +0.043 pp | 0.02% +0.003 pp | USD241.00 -24.4% | 52 qtrs — |
| 58 | EAGLE HEALTH INVESTMENTS LP | 247.1K +64.5K (+35.3%) | 45.02M +13.1M (+40.9%) | 0.32% +0.089 pp | 9.89% +1.506 pp | USD201.17 -9.4% | 13 qtrs — |
| 59 | NEW YORK STATE COMMON RETIREMENT FUND | 246.4K +21.6K (+9.6%) | 44.89M +5.6M (+14.1%) | 0.32% +0.035 pp | 0.06% +0.009 pp | USD175.23 +4.0% | 51 qtrs — |
| 60 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 242.5K +30.9K (+14.6%) | 44.19M +7.2M (+19.3%) | 0.31% +0.046 pp | 0.04% +0.006 pp | USD182.20 +0.0% | 18 qtrs — |
| 61 | DIAMOND HILL CAPITAL MANAGEMENT INC | 239.1K +4.7K (+2.0%) | 43.58M +2.5M (+6.2%) | 0.31% +0.013 pp | 0.22% +0.029 pp | USD206.26 -11.7% | 12 qtrs — |
| 62 | ILEX CAPITAL PARTNERS (UK) LLP | 211.9K +211.9K (+100.0%) | 38.61M +38.6M (+100.0%) | 0.27% +0.274 pp | 1.09% +1.090 pp | USD182.22 +0.0% | 1 qtrs NEW |
| 63 | CIBC PRIVATE WEALTH GROUP, LLC | 205.3K -18.5K (-8.3%) | 37.41M -1.8M (-4.5%) | 0.27% -0.017 pp | 0.06% -0.004 pp | USD206.30 -11.7% | 34 qtrs — |
| 64 | POINT72 ASSET MANAGEMENT, L.P. | 194.2K -267.9K (-58.0%) | 35.38M -45.5M (-56.2%) | 0.25% -0.332 pp | 0.04% -0.096 pp | USD153.84 +18.4% | 19 qtrs — |
| 65 | CANOE FINANCIAL LP | 193.9K -4.1K (-2.0%) | 35.34M +690.8K (+2.0%) | 0.25% +0.001 pp | 0.48% -0.015 pp | USD197.52 -7.7% | 5 qtrs — |
| 66 | RAYMOND JAMES FINANCIAL INC | 191.1K -33.3K (-14.8%) | 34.82M -4.4M (-11.3%) | 0.25% -0.036 pp | 0.01% -0.002 pp | USD193.86 -6.0% | 5 qtrs — |
| 67 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 190.4K +118.1K (+163.3%) | 34.69M +22.0M (+174.2%) | 0.25% +0.155 pp | 0.00% +0.003 pp | USD187.58 -2.9% | 50 qtrs — |
| 68 | AMERIPRISE FINANCIAL INC | 184.1K +11.7K (+6.8%) | 33.55M +3.4M (+11.2%) | 0.24% +0.020 pp | 0.01% +0.001 pp | USD231.90 -21.4% | 51 qtrs — |
| 69 | CANADA PENSION PLAN INVESTMENT BOARD | 176.7K +42.7K (+31.8%) | 32.21M +8.7M (+37.3%) | 0.23% +0.059 pp | 0.02% +0.005 pp | USD216.43 -15.8% | 50 qtrs — |
| 70 | HOLOCENE ADVISORS, LP | 162.0K -230.5K (-58.7%) | 29.52M -39.2M (-57.0%) | 0.21% -0.286 pp | 0.06% -0.095 pp | USD158.41 +15.0% | 13 qtrs — |
| 71 | NEUBERGER BERMAN GROUP LLC | 160.8K -18.3K (-10.2%) | 29.31M -1.9M (-6.2%) | 0.21% -0.018 pp | 0.02% -0.001 pp | USD92.86 +96.2% | 51 qtrs — |
| 72 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 156.1K -981.0 (-0.6%) | 28.44M +955.0K (+3.5%) | 0.20% +0.004 pp | 0.02% 0.000 pp | USD161.26 +13.0% | 52 qtrs — |
| 73 | ZUCKERMAN INVESTMENT GROUP, LLC | 155.6K +3.9K (+2.6%) | 28.36M +1.8M (+6.8%) | 0.20% +0.010 pp | 2.53% +0.074 pp | USD189.73 -4.0% | 5 qtrs — |
| 74 | LEGAL & GENERAL GROUP PLC | 147.7K +10.6K (+7.7%) | 26.92M +2.9M (+12.2%) | 0.19% +0.018 pp | 0.01% +0.001 pp | USD223.68 -18.5% | 37 qtrs — |
| 75 | PHILOSOPHY CAPITAL MANAGEMENT LLC | 144.1K +64.4K (+80.9%) | 26.25M +12.3M (+88.4%) | 0.19% +0.086 pp | 1.19% +0.624 pp | USD178.23 +2.2% | 2 qtrs — |
| 76 | WALLEYE CAPITAL LLC | 134.3K +45.2K (+50.7%) | 24.47M +8.9M (+56.9%) | 0.17% +0.061 pp | 0.08% +0.017 pp | USD178.24 +2.2% | 9 qtrs — |
| 77 | SIO CAPITAL MANAGEMENT, LLC | 127.2K +127.2K (+100.0%) | 23.18M +23.2M (+100.0%) | 0.16% +0.164 pp | 3.65% +3.646 pp | USD182.22 +0.0% | 1 qtrs NEW |
| 78 | BROWN CAPITAL MANAGEMENT LLC | 124.6K -45.7K (-26.8%) | 22.71M -7.1M (-23.8%) | 0.16% -0.054 pp | 1.86% +0.634 pp | USD80.21 +127.2% | 52 qtrs — |
| 79 | PFM HEALTH SCIENCES, LP | 115.3K -18.3K (-13.7%) | 21.02M -2.4M (-10.2%) | 0.15% -0.020 pp | 2.10% +0.297 pp | USD185.03 -1.5% | 27 qtrs — |
| 80 | ENVESTNET ASSET MANAGEMENT INC | 115.1K -35.9K (-23.8%) | 20.98M -5.5M (-20.6%) | 0.15% -0.042 pp | 0.01% -0.001 pp | USD225.89 -19.3% | 51 qtrs — |
| 81 | HUDSON BAY CAPITAL MANAGEMENT LP | 114.0K +— (+0.0%) | 20.77M +823.1K (+4.1%) | 0.15% +0.004 pp | 0.07% +0.002 pp | USD145.45 +25.3% | 3 qtrs — |
| 82 | PROSIGHT MANAGEMENT, LP | 110.0K +500.0 (+0.5%) | 20.04M +881.7K (+4.6%) | 0.14% +0.004 pp | 4.14% -0.327 pp | USD183.67 -0.8% | 5 qtrs — |
| 83 | AVIVA PLC | 109.1K -1.5K (-1.4%) | 19.88M +525.7K (+2.7%) | 0.14% +0.001 pp | 0.03% -0.002 pp | USD176.96 +3.0% | 16 qtrs — |
| 84 | POLEN CAPITAL MANAGEMENT LLC | 105.2K -338.3K (-76.3%) | 19.17M -58.4M (-75.3%) | 0.14% -0.424 pp | 0.08% -0.170 pp | USD213.40 -14.6% | 35 qtrs — |
| 85 | WELLS FARGO & COMPANY/MN | 104.6K -43.1K (-29.2%) | 19.05M -6.8M (-26.2%) | 0.14% -0.051 pp | 0.00% -0.001 pp | USD197.10 -7.5% | 52 qtrs — |
| 86 | EVERSEPT PARTNERS, LP | 95.8K +40.8K (+74.2%) | 17.46M +7.8M (+81.3%) | 0.12% +0.054 pp | 0.88% +0.216 pp | USD167.15 +9.0% | 18 qtrs — |
| 87 | PERRY CREEK CAPITAL LP | 95.0K +— (+0.0%) | 17.31M +685.9K (+4.1%) | 0.12% +0.003 pp | 10.39% +0.767 pp | USD175.00 +4.1% | 2 qtrs — |
| 88 | BROWN ADVISORY INC | 92.4K +3.7K (+4.2%) | 16.83M +1.3M (+8.5%) | 0.12% +0.008 pp | 0.02% +0.003 pp | USD172.57 +5.6% | 6 qtrs — |
| 89 | GEODE CAPITAL MANAGEMENT, LLC | 91.7K -2.0K (-2.2%) | 16.70M +304.0K (+1.9%) | 0.12% +0.000 pp | 0.00% +0.000 pp | USD234.71 -22.4% | 52 qtrs — |
| 90 | ROYAL BANK OF CANADA | 91.5K -90.2K (-49.7%) | 16.67M -15.1M (-47.6%) | 0.12% -0.111 pp | 0.00% -0.003 pp | USD177.89 +2.4% | 51 qtrs — |
| 91 | VANGUARD GROUP INC | 91.5K +2.9K (+3.3%) | 16.67M +1.2M (+7.6%) | 0.12% +0.007 pp | 0.00% +0.000 pp | USD229.53 -20.6% | 48 qtrs — |
| 92 | RUNNING OAK CAPITAL LLC | 91.5K -6.9K (-7.0%) | 16.67M -540.6K (-3.1%) | 0.12% -0.006 pp | 2.09% +0.159 pp | USD190.07 -4.1% | 14 qtrs — |
| 93 | STATE OF MICHIGAN RETIREMENT SYSTEM | 85.1K +— (+0.0%) | 15.50M +614.2K (+4.1%) | 0.11% +0.003 pp | 0.08% +0.004 pp | USD224.76 -18.9% | 21 qtrs — |
| 94 | FARMERS & MERCHANTS INVESTMENTS INC | 80.6K +537.0 (+0.7%) | 14.68M +675.7K (+4.8%) | 0.10% +0.003 pp | 0.41% +0.009 pp | USD154.02 +18.3% | 47 qtrs — |
| 95 | PARTHENON LLC | 79.2K -582.0 (-0.7%) | 14.43M +470.0K (+3.4%) | 0.10% +0.002 pp | 1.56% +0.010 pp | USD152.05 +19.8% | 3 qtrs — |
| 96 | FORESIGHT GROUP LTD LIABILITY PARTNERSHIP | 80.9K -858.0 (-1.0%) | 14.43M +123.2K (+0.9%) | 0.10% +0.001 pp | 2.17% +0.036 pp | USD176.15 +3.4% | 5 qtrs — |
| 97 | BALYASNY ASSET MANAGEMENT L.P. | 75.5K +75.5K (+100.0%) | 13.76M +13.8M (+100.0%) | 0.10% +0.098 pp | 0.02% +0.018 pp | USD182.22 +0.0% | 19 qtrs — |
| 98 | HOUND PARTNERS, LLC | 75.0K +— (+0.0%) | 13.67M +541.5K (+4.1%) | 0.10% +0.002 pp | 1.84% +0.153 pp | USD145.45 +25.3% | 3 qtrs — |
| 99 | CAMBIAR INVESTORS LLC | 74.8K -4.2K (-5.3%) | 13.63M -196.2K (-1.4%) | 0.10% -0.003 pp | 0.61% -0.020 pp | USD194.84 -6.5% | 5 qtrs — |
| 100 | MUHLENKAMP & CO INC | 73.9K +398.0 (+0.5%) | 13.46M +603.0K (+4.7%) | 0.10% +0.003 pp | 3.62% +0.125 pp | USD175.04 +4.1% | 2 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | Murphy Ronan Martin | Director | A-Award | A | Stock Options | 5,005 | 125.74 | 629.3K | 5,005 | D | ↗ |
| 2026-05-14 | McCague Eugene Pacelli | Director | A-Award | A | Stock Options | 3,255 | 125.74 | 409.3K | 3,255 | D | ↗ |
| 2026-05-14 | CLIMAX JOHN DR | Director | A-Award | A | Stock Options | 5,005 | 125.74 | 629.3K | 5,005 | D | ↗ |
| 2026-03-18 | Whitaker Anne Clem | Director | — | — | Restricted Share Units | 1,732 | 0.00 | — | 0 | D | ↗ |
| 2026-03-18 | O'Neill Julie | Director | — | — | Restricted Share Units | 1,732 | 0.00 | — | 0 | D | ↗ |
| 2026-03-18 | Murray Ciaran | Director | — | — | Restricted Share Units | 2,677 | 0.00 | — | 0 | D | ↗ |
| 2026-03-18 | Murphy Ronan Martin | Director | — | — | Restricted Share Units | 1,732 | 0.00 | — | 0 | D | ↗ |
| 2026-03-18 | McCague Eugene Pacelli | Director | — | — | Stock Options | 3,255 | 125.74 | 409.3K | 0 | D | ↗ |
| 2026-03-18 | Lyons Emer | Officer | — | — | Restricted Share Units | 2,306 | 0.00 | — | 0 | D | ↗ |
| 2026-03-18 | Grais Linda | Director | — | — | Restricted Share Units | 1,732 | 0.00 | — | 0 | D | ↗ |
| 2026-03-18 | Cutler Stephen A | Director | — | — | Stock Options | 32,272 | 140.38 | 4.53M | 0 | D | ↗ |
| 2026-03-18 | Clerkin Nigel Bernard John | Officer | — | — | Restricted Share Units | 2,755 | 0.00 | — | 0 | D | ↗ |
| 2026-03-18 | CLIMAX JOHN DR | Director | — | — | Restricted Share Units | 1,732 | 0.00 | — | 0 | D | ↗ |
| 2026-03-18 | Balfe Barry Edward | Director / Officer | — | — | Stock Options | 4,914 | 325.51 | 1.60M | 0 | D | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Barry Balfe | Chief Executive Officer & Director | 2M | male |
| Nigel Clerkin | Chief Financial Officer | 762.0K | male |
| John Climax | Founder & Independent Non-Executive Director | 98.0K | — |
| Gary Curtis | Senior Vice President of Global Clinical Pharmacology | — | — |
| Joe Cronin | Chief Human Resources Officer | — | male |
| Diarmaid Cunningham | Chief Administrative Officer, General Counsel & Company Secretary | — | male |
| Lyons Emer | Chief Accounting Officer | — | — |
| Niamh Murphy | Director of Corporate Communications | — | female |
| David Green | Vice President of Marketing | — | male |
| Simon Holmes | President of Corporate Investments & Partnerships | — | male |
| Thomas N. O'Leary | Chief Information Officer | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-05 | 2026-04-06 | Kevin Hern | OK01 | — | Sale | $100,001 - $250,000 | ↗ |
| 2026-02-12 | 2026-03-13 | Julia Letlow | — | — | Sale | $1,001 - $15,000 | ↗ |
| 2024-09-04 | 2024-09-06 | John James | MI10 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2024-06-12 | 2024-09-02 | John James | MI10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-01-31 | 2023-02-14 | Kevin Hern | OK01 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2021-05-18 | 2021-06-15 | Kevin Hern | OK01 | Joint | Purchase | $100,001 - $250,000 | ↗ |
| 2020-07-27 | 2020-08-15 | Kevin Hern | OK01 | Joint | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for ICLR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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