STOCK TITAN

Wellington entities report 7.74% stake in Icon (ICLR)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Icon Public Limited Company reported a Schedule 13G/A amendment showing Wellington Management and affiliated entities beneficially own 7.74% of Icon's common stock as disclosed on the cover and Item 4 responses. The filing lists shared voting power of 5,145,562 shares and shared dispositive power of 5,913,037, with holdings owned of record by clients of the Wellington investment advisers.

Positive

  • None.

Negative

  • None.

Insights

Wellington reports a passive 7.74% ownership stake.

The amendment shows Wellington Management Group LLP and affiliated holding and adviser entities together report 7.74% beneficial ownership with 5,913,037 shares of shared dispositive power. The filing attributes record ownership to clients of Wellington Investment Advisers.

Cash‑flow treatment and any planned transactions are not specified in the excerpt; subsequent filings would disclose changes to holdings or voting intentions.

Filing clarifies control and reporting structure across Wellington entities.

The schedule identifies parent and subsidiary relationships: Wellington Management Group LLP owns Wellington Group Holdings LLP, which owns Wellington Investment Advisors Holdings LLP, which controls the Wellington Investment Advisers. The filing attributes shared voting and dispositive powers across these entities.

Because holdings are reported as owned of record by clients, the filing notes no single client is known to hold >5% individually.

Beneficial ownership 7.74% Percent of class reported in Item 4
Shared dispositive power 5,913,037 shares Shared dispositive power reported on cover/Item 6
Shared voting power 5,145,562 shares Shared voting power reported on cover/Item 6
Schedule 13G/A regulatory
"Amendment No. 1 Icon Public Limited Company Common Stock"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially own regulatory
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
shared dispositive power regulatory
"Shared Dispositive Power 5,913,037.00"
owned of record by clients regulatory
"The securities as to which this Schedule is filed are owned of record by clients of the Wellington Investment Advisers"





G4705A100

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026

FAQ

What stake does Wellington Management report in Icon (ICLR)?

The filing reports a 7.74% beneficial ownership stake in Icon's common stock, with shared dispositive power over 5,913,037 shares as disclosed in Item 4 and the cover pages.

Which Wellington entities filed the Schedule 13G/A for ICLR?

The filers are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, with a Boston address listed for principal business.

Does the filing state who directly owns the shares?

Yes. The shares are owned of record by clients of the Wellington Investment Advisers; the filing states record ownership rests with those clients rather than the filing entities themselves.

Are any individual clients reported to hold more than 5% of Icon stock?

The filing states no client is known to have the right to dividends or proceeds with respect to more than 5% of the class; the response to Item 6 lists "Not Applicable" for such clients.

What voting and dispositive powers are reported?

The filing shows shared voting power of 5,145,562 shares and shared dispositive power of 5,913,037 shares across the Wellington reporting entities.