Who holds ACNticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ACCENTURE PLC-CL A · SHS CLASS A · quarter ended 2026-03-31 · 46 members disclosed ACN ↗

1,514

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$84.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

668

addsholders whose share count rose or who opened the position (new + add), by shares

314

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ACN ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$11.3B	57,140,737	+1,069,810	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$7.9B	39,983,869	—	no prior
3	STATE STREET CORP	$5.7B	28,810,831	+546,156	add
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.9B	19,559,410	—	no prior
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$3.9B	19,500,578	+14,072,672	add
6	GEODE CAPITAL MANAGEMENT, LLC	$3.1B	15,550,627	+894,191	add
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.5B	9,828,861	−865,133	trim
8	MORGAN STANLEY	$2.3B	11,421,529	+3,885,528	add
9	Sanders Capital, LLC	$2.2B	11,197,806	+234,191	add
10	NORTHERN TRUST CORP	$1.5B	7,380,278	−3,104	trim
11	FRANKLIN RESOURCES INC	$1.4B	6,967,567	−1,205,771	trim
12	BANK OF AMERICA CORP /DE/	$1.3B	6,531,231	+143,483	add
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.2B	5,821,349	+427,531	add
14	Capital Research Global Investors	$1.1B	5,733,165	+478,458	add
15	WELLS FARGO & COMPANY/MN	$1.1B	5,453,311	−124,475	trim
16	Legal & General Group Plc	$1.1B	5,388,952	+330,335	add
17	FMR LLC	$1.1B	5,370,504	−730,500	trim
18	UBS Group AG	$960M	4,841,336	+2,164,229	add
19	Nuveen, LLC	$883M	4,451,112	+610,427	add
20	Capital International Investors	$816M	4,113,245	−13,358,309	trim
21	Invesco Ltd.	$790M	3,982,623	+279,754	add
22	Grantham, Mayo, Van Otterloo & Co. LLC	$774M	3,902,335	+281,066	add
23	WELLINGTON MANAGEMENT GROUP LLP	$747M	3,765,552	−6,741,493	trim
24	FIL Ltd	$708M	3,572,193	−348,856	trim
25	FIRST TRUST ADVISORS LP	$690M	3,482,150	+1,899,305	add
26	VANGUARD FIDUCIARY TRUST CO	$687M	3,463,356	—	no prior
27	DIMENSIONAL FUND ADVISORS LP	$604M	3,046,197	+5,758	add
28	HARRIS ASSOCIATES L P	$573M	2,891,902	+2,891,902	new
29	PZENA INVESTMENT MANAGEMENT LLC	$477M	2,405,683	+1,097,961	add
30	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$473M	2,384,954	+466,452	add
31	DEUTSCHE BANK AG\	$469M	2,365,011	−728,921	trim
32	HSBC HOLDINGS PLC	$440M	2,216,221	+529,509	add
33	STIFEL FINANCIAL CORP	$437M	2,202,108	−38,688	trim
34	ROYAL BANK OF CANADA	$363M	1,833,027	−1,036,048	trim
35	Swiss National Bank	$358M	1,805,800	+106,600	add
36	Amundi	$354M	1,784,505	−438,454	trim
37	Allianz Asset Management GmbH	$340M	1,716,819	+371,316	add
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$321M	1,618,587	−31,976	trim
39	RAYMOND JAMES FINANCIAL INC	$312M	1,571,849	−295,412	trim
40	CANADA PENSION PLAN INVESTMENT BOARD	$307M	1,546,493	+330,520	add
41	Focus Partners Wealth	$298M	1,502,940	+613,584	add
42	National Pension Service	$294M	1,482,495	+1,482,495	new
43	LAZARD ASSET MANAGEMENT LLC	$286M	1,443,886	+306,303	add
44	Vanguard Global Advisers, LLC	$278M	1,402,471	—	no prior
45	ENVESTNET ASSET MANAGEMENT INC	$278M	1,401,347	−195,567	trim
46	Capital World Investors	$277M	1,395,283	+236,261	add
47	Mitsubishi UFJ Asset Management Co., Ltd.	$276M	1,393,979	+89,449	add
48	Qube Research & Technologies Ltd	$274M	1,380,509	+912,869	add
49	POLEN CAPITAL MANAGEMENT LLC	$269M	1,354,748	−527,959	trim
50	BNP Paribas Asset Management Holding S.A.	$262M	1,319,857	+205,954	add
51	ALLIANCEBERNSTEIN L.P.	$255M	949,354	+256,548	add
52	Swedbank AB	$249M	1,253,452	−297,843	trim
53	VANGUARD ASSET MANAGEMENT, Ltd	$246M	1,238,995	—	no prior
54	1832 Asset Management L.P.	$240M	1,212,844	+96,023	add
55	Holocene Advisors, LP	$221M	1,115,000	+1,115,000	new
56	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	$218M	1,100,000	0	no change
57	TD ASSET MANAGEMENT INC	$215M	1,084,187	+36,713	add
58	M&G Plc	$214M	1,078,492	+41,503	add
59	AQR CAPITAL MANAGEMENT LLC	$210M	1,061,508	−762,343	trim
60	Aberdeen Group plc	$187M	942,606	+23,084	add
61	Ruane, Cunniff & Goldfarb L.P.	$184M	928,204	−15,216	trim
62	Corient Private Wealth LLC	$183M	925,496	−864,502	trim
63	US BANCORP \DE\	$181M	912,798	−49,124	trim
64	Epoch Investment Partners, Inc.	$179M	902,498	+210,279	add
65	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$173M	872,333	+872,333	new
66	FEDERATED HERMES, INC.	$166M	836,569	+510,307	add
67	CITIGROUP INC	$164M	828,075	+231,656	add
68	TWO SIGMA INVESTMENTS, LP	$162M	818,604	+791,621	add
69	Man Group plc	$162M	817,489	+492,401	add
70	BANK OF MONTREAL /CAN/	$157M	793,292	−458,882	trim
71	MACKENZIE FINANCIAL CORP	$155M	781,040	−53,911	trim
72	DAVENPORT & Co LLC	$154M	779,549	+21,109	add
73	PRINCIPAL FINANCIAL GROUP INC	$153M	773,483	+9,023	add
74	Haverford Trust Co	$148M	744,357	+46,811	add
75	Artisan Partners Limited Partnership	$147M	742,203	+199,755	add
76	Mirova US LLC	$135M	682,706	−28,548	trim
77	AVIVA PLC	$124M	627,515	−5,554	trim
78	LGT Group Foundation	$122M	617,531	−21,146	trim
79	HighTower Advisors, LLC	$122M	615,652	+218,452	add
80	Zurcher Kantonalbank (Zurich Cantonalbank)	$121M	612,003	+612,003	new
81	Alyeska Investment Group, L.P.	$121M	608,720	+199,649	add
82	Pictet Asset Management Holding SA	$119M	602,566	−273,486	trim
83	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$116M	583,647	+50,132	add
84	LPL Financial LLC	$116M	583,488	−43,983	trim
85	Mirae Asset Global Investments Co., Ltd.	$115M	582,457	+458,636	add
86	Universal- Beteiligungs- und Servicegesellschaft mbH	$115M	572,422	−77,024	trim
87	MILLENNIUM MANAGEMENT LLC	$113M	570,921	−55,189	trim
88	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$110M	556,277	+304,263	add
89	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$109M	548,446	+35,183	add
90	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$108M	546,101	−7,643	trim
91	SEI INVESTMENTS CO	$108M	543,509	+85,623	add
92	AMERICAN CENTURY COMPANIES INC	$106M	533,086	+314,135	add
93	CITADEL ADVISORS LLC	$105M	530,185	+76,006	add
94	ADAGE CAPITAL PARTNERS GP, L.L.C.	$104M	526,222	−8,600	trim
95	GENERATION INVESTMENT MANAGEMENT LLP	$103M	518,390	−1,883,301	trim
96	CRAWFORD INVESTMENT COUNSEL INC	$98.6M	497,218	+1,882	add
97	FIRST MANHATTAN CO. LLC.	$95.4M	481,189	+6,579	add
98	Aristotle Capital Management, LLC	$94.2M	475,096	−13,810	trim
99	Mariner, LLC	$93.3M	470,693	−13,562	trim
100	JANE STREET GROUP, LLC	$91.4M	460,816	+365,906	add
101	Quantinno Capital Management LP	$91.1M	459,190	−106,631	trim
102	Navera Investment Management Ltd.	$89.9M	453,800	−443,913	trim
103	WORLDQUANT MILLENNIUM ADVISORS LLC	$88.4M	445,732	+445,732	new
104	Trexquant Investment LP	$86.9M	438,426	+386,139	add
105	PFA Pension, Forsikringsaktieselskab	$82.9M	418,290	+418,290	new
106	STOREBRAND ASSET MANAGEMENT AS	$78.1M	393,749	—	no prior
107	HARDING LOEVNER LP	$77.2M	389,468	−20,047	trim
108	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$75.7M	381,790	+381,790	new
109	Quadrature Capital Ltd	$72.2M	364,227	+204,253	add
110	Chevy Chase Trust Holdings, LLC	$72.1M	363,748	−33,280	trim
111	Cerity Partners LLC	$69.9M	352,289	−46,498	trim
112	JOHNSON INVESTMENT COUNSEL INC	$69.9M	352,265	−10,082	trim
113	Prana Capital Management, LP	$68.6M	345,945	+278,371	add
114	GUARDCAP ASSET MANAGEMENT Ltd	$68.1M	338,717	−266,927	trim
115	D. E. Shaw & Co., Inc.	$67.7M	341,259	+337,559	add
116	PRUDENTIAL FINANCIAL INC	$67.6M	340,845	+107,283	add
117	DnB Asset Management AS	$67.4M	339,707	+207,939	add
118	STATE OF WISCONSIN INVESTMENT BOARD	$66.9M	337,427	+8,028	add
119	ROYAL LONDON ASSET MANAGEMENT LTD	$66.9M	337,382	+2,074	add
120	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$64.9M	327,113	+145,176	add
121	BLAIR WILLIAM & CO/IL	$64.7M	326,073	−76,126	trim
122	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$64.0M	322,638	+119,115	add
123	Korea Investment CORP	$63.1M	318,339	−74,610	trim
124	APG Asset Management N.V.	$63.0M	366,275	−19,818	trim
125	Ensign Peak Advisors, Inc	$61.5M	310,395	−58,412	trim
126	Vanguard Investments Australia, Ltd.	$60.9M	307,129	—	no prior
127	D.A. DAVIDSON & CO.	$60.5M	305,168	+42,349	add
128	TEACHER RETIREMENT SYSTEM OF TEXAS	$60.0M	302,589	+20,249	add
129	SCHWARTZ INVESTMENT COUNSEL INC	$59.5M	300,080	+300,080	new
130	Boston Partners	$59.3M	299,163	−12,448	trim
131	SCHRODER INVESTMENT MANAGEMENT GROUP	$58.2M	293,447	+14,653	add
132	Federation des caisses Desjardins du Quebec	$58.1M	292,924	+52,130	add
133	Bristol Gate Capital Partners Inc.	$57.9M	292,167	−10,061	trim
134	SEB Asset Management AB	$57.4M	289,380	—	no prior
135	Creative Planning	$56.8M	286,366	−14,199	trim
136	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$55.7M	281,019	+55,952	add
137	BLI - Banque de Luxembourg Investments	$54.7M	206,099	+206,099	new
138	Asset Management One Co., Ltd.	$54.3M	273,814	−2,886	trim
139	Findlay Park Partners LLP	$52.8M	266,098	−699,500	trim
140	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$52.7M	265,898	+64,028	add
141	HM PAYSON & CO	$52.0M	262,435	−18,029	trim
142	Value Partners Investments Inc.	$51.3M	258,423	+80,799	add
143	AE Wealth Management LLC	$50.7M	255,879	+151,364	add
144	ALPS ADVISORS INC	$49.6M	250,044	+33,114	add
145	FIFTH THIRD BANCORP	$48.4M	244,039	−91,539	trim
146	Robeco Institutional Asset Management B.V.	$48.1M	242,814	+84,487	add
147	Vest Financial, LLC	$47.4M	238,879	+55,592	add
148	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$46.2M	232,802	+184,296	add
149	TRUIST FINANCIAL CORP	$45.9M	231,558	−110,727	trim
150	COMPASS CAPITAL MANAGEMENT, INC	$45.3M	228,461	+5,927	add
151	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$45.0M	227,181	+71,200	add
152	J. Safra Sarasin Holding AG	$44.5M	224,517	+16,841	add
153	Woodline Partners LP	$43.7M	220,317	+170,623	add
154	NOMURA ASSET MANAGEMENT CO LTD	$43.6M	220,011	+6,800	add
155	Rockefeller Capital Management L.P.	$42.6M	215,082	+4,691	add
156	BENJAMIN EDWARDS INC	$42.5M	214,275	+8,375	add
157	Baird Financial Group, Inc.	$42.5M	214,248	+214,248	new
158	CREDIT AGRICOLE S A	$42.5M	214,123	−43,379	trim
159	State of New Jersey Common Pension Fund D	$42.1M	212,074	−247	trim
160	CIBC Bancorp USA Inc.	$41.7M	210,420	—	no prior
161	BROWN ADVISORY INC	$41.6M	209,865	−23,026	trim
162	WATERS PARKERSON & CO., LLC	$41.5M	209,229	+3,640	add
163	&PARTNERS	$41.4M	208,472	−2,883	trim
164	BCV Asset Management Inc.	$41.3M	208,310	+4,316	add
165	Eurizon Capital SGR S.p.A.	$40.6M	204,883	+204,883	new
166	Tredje AP-fonden	$40.5M	204,139	+2,173	add
167	FACTORY MUTUAL INSURANCE CO	$40.2M	202,500	+2,900	add
168	Aware Super Pty Ltd as trustee of Aware Super	$39.7M	200,040	—	no prior
169	Lansforsakringar Fondforvaltning AB (publ)	$39.5M	199,083	−977	trim
170	Sather Financial Group Inc	$39.4M	198,724	+32,855	add
171	M&T BANK CORP	$39.4M	198,534	−3,201	trim
172	ASR Vermogensbeheer N.V.	$39.3M	198,451	+5,585	add
173	OMERS ADMINISTRATION Corp	$39.1M	197,343	+155,653	add
174	NORDEA INVESTMENT MANAGEMENT AB	$38.7M	196,602	−271,702	trim
175	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$38.0M	191,422	+6,863	add
176	Wealthspire Advisors, LLC	$37.8M	190,669	+100,273	add
177	Resona Asset Management Co.,Ltd.	$37.6M	189,457	+3,493	add
178	Harvest Portfolios Group Inc.	$37.1M	186,956	−14,461	trim
179	MACQUARIE GROUP LTD	$36.8M	185,956	−37,125	trim
180	STATE OF MICHIGAN RETIREMENT SYSTEM	$36.8M	185,738	−1,600	trim
181	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$36.7M	245,374	−82,058	trim
182	Empowered Funds, LLC	$36.2M	182,581	+52,358	add
183	CAPITAL ADVISORS INC/OK	$35.8M	180,677	+34,089	add
184	Cetera Investment Advisers	$35.7M	180,282	+17,762	add
185	Verity & Verity, LLC	$34.9M	176,189	+107,278	add
186	Mediolanum International Funds Ltd	$34.6M	175,327	−30,258	trim
187	VOYA INVESTMENT MANAGEMENT LLC	$34.6M	174,251	+28,031	add
188	Seilern Investment Management Ltd	$34.3M	172,985	−53,375	trim
189	WEITZ INVESTMENT MANAGEMENT, INC.	$33.8M	170,700	+9,800	add
190	PANAGORA ASSET MANAGEMENT INC	$33.6M	169,609	+117,846	add
191	Arizona State Retirement System	$33.4M	168,649	−6,662	trim
192	Czech National Bank	$33.2M	167,576	+4,054	add
193	Breakout Capital Partners, LP	$33.2M	167,422	+167,422	new
194	Janus Henderson Group Ltd.	$32.7M	165,001	−380,162	trim
195	Sequoia Financial Advisors, LLC	$32.5M	163,843	+22,359	add
196	CIBC Asset Management Inc	$32.5M	163,885	−3,148	trim
197	CAISSE DES DEPOTS ET CONSIGNATIONS	$32.1M	161,664	0	no change
198	MARKEL GROUP INC.	$31.6M	159,400	0	no change
199	SMITH CHAS P & ASSOCIATES PA CPAS	$31.5M	158,779	+32,344	add
200	Distillate Capital Partners LLC	$31.2M	157,445	+42,795	add
201	Ilex Capital Partners (UK) LLP	$30.6M	154,216	−97,672	trim
202	ZWJ INVESTMENT COUNSEL INC	$30.4M	153,361	+46,567	add
203	CWM, LLC	$29.9M	150,912	−39,143	trim
204	Aquatic Capital Management LLC	$29.9M	150,867	+150,867	new
205	Squarepoint Ops LLC	$29.5M	148,975	+132,348	add
206	Rafferty Asset Management, LLC	$28.8M	145,103	−49,325	trim
207	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$28.7M	144,634	+144,634	new
208	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$28.4M	143,331	−917	trim
209	Troy Asset Management Ltd	$27.5M	138,585	+18,053	add
210	ProShare Advisors LLC	$27.4M	138,266	−31,992	trim
211	Dana Investment Advisors, Inc.	$27.3M	137,878	+25,628	add
212	OSAIC HOLDINGS, INC.	$27.0M	136,228	−20,537	trim
213	SOROS FUND MANAGEMENT LLC	$26.7M	134,640	+9,381	add
214	IEQ CAPITAL, LLC	$26.6M	133,958	−71,862	trim
215	IFM Investors Pty Ltd	$26.3M	132,531	+6,642	add
216	Allspring Global Investments Holdings, LLC	$25.9M	131,524	−186,343	trim
217	Retirement Systems of Alabama	$25.9M	130,665	−1,259	trim
218	Capital International, Inc./CA/	$25.4M	128,162	−66,305	trim
219	MAI Capital Management	$25.3M	127,575	−7,223	trim
220	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$25.1M	126,580	+9,524	add
221	RENAISSANCE TECHNOLOGIES LLC	$24.9M	125,400	+125,400	new
222	XPONANCE LLC	$24.8M	125,117	+13,800	add
223	Tidal Investments LLC	$24.6M	123,883	+31,087	add
224	DEPRINCE RACE & ZOLLO INC	$24.5M	123,508	+20,228	add
225	Vontobel Holding Ltd.	$24.5M	123,416	−38,899	trim
226	Daiwa Securities Group Inc.	$24.4M	123,016	+21,184	add
227	Sumitomo Mitsui DS Asset Management Company, Ltd	$24.4M	122,860	+12,711	add
228	ZACKS INVESTMENT MANAGEMENT	$23.6M	118,896	−91,906	trim
229	WINDWARD CAPITAL MANAGEMENT CO /CA	$23.5M	118,660	−130	trim
230	OPPENHEIMER ASSET MANAGEMENT INC.	$23.4M	118,009	+30,840	add
231	HB Wealth Management, LLC	$23.3M	117,501	−17,707	trim
232	SCOTIA CAPITAL INC.	$22.8M	114,971	−271,720	trim
233	Dundas Partners LLP	$22.7M	114,450	+27,301	add
234	COMMONWEALTH EQUITY SERVICES, LLC	$22.3M	112,492	+1,596	add
235	REGIONS FINANCIAL CORP	$22.3M	112,467	−53,098	trim
236	Maple Capital Management, Inc.	$22.1M	111,540	−2,341	trim
237	L. Roy Papp & Associates, LLP	$22.1M	111,449	−1,067	trim
238	Waverly Advisors, LLC	$22.0M	110,841	+3,584	add
239	PUBLIC SECTOR PENSION INVESTMENT BOARD	$21.8M	110,138	+18,408	add
240	Mesirow Financial Investment Management, Inc.	$21.8M	109,754	+6,879	add
241	USS Investment Management Ltd	$21.7M	109,260	+3,162	add
242	Gotham Asset Management, LLC	$21.3M	107,359	+13,360	add
243	ROCKLAND TRUST CO	$20.3M	102,152	+17,753	add
244	Calamos Advisors LLC	$20.2M	102,114	+3,139	add
245	MERCER GLOBAL ADVISORS INC /ADV	$20.2M	102,049	−64,219	trim
246	Utah Retirement Systems	$19.8M	100,034	−3,427	trim
247	Chesley Taft & Associates LLC	$19.4M	98,061	+1,197	add
248	Osmosis Investment Management UK Ltd	$19.4M	97,977	+45,281	add
249	Crossmark Global Holdings, Inc.	$19.3M	97,341	—	no prior
250	Evercore Wealth Management, LLC	$19.2M	96,981	−35,811	trim
251	QRG CAPITAL MANAGEMENT, INC.	$19.2M	96,666	+1,252	add
252	Varma Mutual Pension Insurance Co	$18.9M	95,386	−10,000	trim
253	NATIONAL BANK OF CANADA /FI/	$18.6M	93,985	−13,404	trim
254	NewEdge Wealth, LLC	$18.6M	93,916	−7,445	trim
255	COMMERCE BANK	$18.5M	93,077	+46,462	add
256	Elo Mutual Pension Insurance Co	$18.3M	92,255	+14,192	add
257	First Eagle Investment Management, LLC	$17.9M	90,244	+87,685	add
258	Railway Pension Investments Ltd	$17.9M	90,225	0	no change
259	NEOS Investment Management LLC	$17.7M	89,374	+4,581	add
260	ING GROEP NV	$17.4M	87,863	−283,624	trim
261	Fairman Group, LLC	$17.3M	87,285	−100	trim
262	Caprock Group, LLC	$17.2M	86,858	−11,128	trim
263	Cresset Asset Management, LLC	$17.1M	86,130	+20,853	add
264	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$16.8M	84,803	−25,241	trim
265	ASSETMARK, INC	$16.7M	84,278	+59,968	add
266	WELCH & FORBES LLC	$16.7M	84,177	−3,877	trim
267	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$16.4M	82,647	−6,931	trim
268	OPPENHEIMER & CO INC	$15.9M	80,032	+14,651	add
269	NewEdge Advisors, LLC	$15.8M	79,518	+79,518	new
270	AVITY INVESTMENT MANAGEMENT INC.	$15.7M	79,292	−1,684	trim
271	EP Wealth Advisors, LLC	$15.7M	79,265	+3,158	add
272	MOGY JOEL R INVESTMENT COUNSEL INC	$15.2M	76,783	−20,473	trim
273	Illinois Municipal Retirement Fund	$15.2M	76,427	+2,373	add
274	River Wealth Advisors LLC	$15.1M	76,204	+8,819	add
275	SALEM INVESTMENT COUNSELORS INC	$15.1M	76,017	−2,185	trim
276	Pathstone Holdings, LLC	$14.2M	71,612	−6,550	trim
277	GUGGENHEIM CAPITAL LLC	$14.1M	71,290	+14,656	add
278	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$14.0M	70,385	+70,385	new
279	MML INVESTORS SERVICES, LLC	$13.8M	69,689	−7,502	trim
280	Mitsubishi UFJ Trust & Banking Corp	$13.8M	69,392	+56,621	add
281	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$13.7M	69,281	−30,534	trim
282	Advisors Asset Management, Inc.	$13.7M	69,265	+6,439	add
283	Vanguard Personalized Indexing Management, LLC	$13.6M	68,339	−12,082	trim
284	GRIMES & Co WEALTH MANAGEMENT, LLC	$13.1M	66,054	+6,387	add
285	Stratos Wealth Partners, LTD.	$13.0M	65,711	−1,247	trim
286	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$13.0M	65,439	−1,143	trim
287	NorthCrest Asset Manangement, LLC	$12.7M	63,165	−15,605	trim
288	Beacon Pointe Advisors, LLC	$12.5M	63,123	+34,903	add
289	Sanctuary Advisors, LLC	$12.3M	62,193	−31,793	trim
290	Generali Asset Management SPA SGR	$12.3M	62,040	+181	add
291	BAILARD, INC.	$12.3M	62,012	+12,874	add
292	FIRST NATIONAL BANK OF OMAHA	$12.3M	61,989	+6,282	add
293	Bragg Financial Advisors, Inc	$12.0M	60,699	+2,685	add
294	Walleye Capital LLC	$11.9M	59,812	+32,750	add
295	Running Oak Capital LLC	$11.8M	59,388	+6,633	add
296	Vinva Investment Management Ltd	$11.6M	58,817	+33,309	add
297	Danica Pension, Livsforsikringsaktieselskab	$11.5M	58,222	+58,222	new
298	PRUDENTIAL PLC	$11.4M	57,364	+4,634	add
299	INVESTMENT HOUSE LLC	$11.4M	57,279	−1,808	trim
300	Smith Salley Wealth Management	$11.2M	56,346	+1,660	add
301	Lido Advisors, LLC	$11.0M	55,544	−26,695	trim
302	Wealthfront Advisers LLC	$10.8M	54,637	−10,370	trim
303	Lighthouse Investment Partners, LLC	$10.6M	53,652	+47,909	add
304	Pinnacle Financial Partners, Inc.	$10.5M	53,135	+15,795	add
305	Eldred Rock Partners, LLC	$10.4M	52,328	+573	add
306	Orion Porfolio Solutions, LLC	$10.3M	52,182	−2,606	trim
307	HUTCHINSON CAPITAL MANAGEMENT/CA	$10.3M	52,130	+430	add
308	HOWE & RUSLING INC	$10.3M	51,701	+10,528	add
309	Hummer Financial Advisory Services Inc	$10.1M	50,900	0	no change
310	Steward Partners Investment Advisory, LLC	$10.0M	50,550	+6,603	add
311	ABN AMRO INVESTMENT SOLUTIONS	$9.8M	49,665	−19,223	trim
312	TD Waterhouse Canada Inc.	$9.6M	48,723	+17,376	add
313	MATTERN CAPITAL MANAGEMENT, LLC	$9.5M	48,042	+12,084	add
314	Haverford Financial Services, Inc.	$9.4M	47,232	−2,165	trim
315	MCRAE CAPITAL MANAGEMENT INC	$9.3M	47,009	−358	trim
316	BECKER CAPITAL MANAGEMENT INC	$9.3M	46,749	−3,614	trim
317	Investment Management Corp of Ontario	$9.2M	46,627	−5,617	trim
318	Palisade Asset Management, LLC	$9.1M	46,013	+196	add
319	Concurrent Investment Advisors, LLC	$9.1M	45,875	−4,199	trim
320	Avanza Fonder AB	$9.0M	45,583	−373	trim
321	Dash Acquisitions Inc.	$9.0M	46,081	−2,357	trim
322	GRIFFIN ASSET MANAGEMENT, INC.	$9.0M	45,165	+10,706	add
323	Bank Julius Baer & Co. Ltd, Zurich	$8.9M	44,919	−444,671	trim
324	KESTRA PRIVATE WEALTH SERVICES, LLC	$8.7M	43,880	+215	add
325	LETSON INVESTMENT MANAGEMENT, INC.	$8.7M	43,690	−204	trim
326	Banque de Luxembourg S.A.	$8.6M	43,433	−1,116	trim
327	LGT Fund Management Co Ltd.	$8.5M	42,962	+38,258	add
328	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$8.4M	42,413	+250	add
329	CIBC WORLD MARKET INC.	$8.4M	42,338	−7,934	trim
330	Atria Investments, Inc	$8.4M	42,316	−8,992	trim
331	Hendershot Investments Inc.	$8.3M	42,083	+4,932	add
332	EXENCIAL WEALTH ADVISORS, LLC	$8.3M	41,781	−2,310	trim
333	Kingsview Wealth Management, LLC	$8.1M	40,792	+31,745	add
334	Savant Capital, LLC	$8.1M	40,734	−175	trim
335	DELTA ASSET MANAGEMENT LLC/TN	$8.1M	40,654	+1,625	add
336	ALBION FINANCIAL GROUP /UT	$8.0M	40,537	−7,240	trim
337	Norinchukin Bank, The	$8.0M	40,314	−233	trim
338	Arvest Bank Trust Division	$7.9M	39,815	−1,688	trim
339	Asset Advisors Investment Management, LLC	$7.9M	39,623	−12,876	trim
340	Atlantic Union Bankshares Corp	$7.8M	39,539	−18,724	trim
341	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.7M	38,787	+7,997	add
342	Qsemble Capital Management, LP	$7.7M	38,586	+38,586	new
343	SHELTON CAPITAL MANAGEMENT	$7.7M	38,585	+7,093	add
344	Freestone Capital Holdings, LLC	$7.6M	38,524	−6,155	trim
345	Kestra Advisory Services, LLC	$7.6M	38,396	−4,998	trim
346	Composition Wealth, LLC	$7.6M	38,091	−1,239	trim
347	Assenagon Asset Management S.A.	$7.5M	38,020	+5,308	add
348	EFG International AG	$7.5M	37,957	+6,700	add
349	NOMURA HOLDINGS INC	$7.5M	37,870	+6,465	add
350	Vestmark Advisory Solutions, Inc.	$7.5M	37,808	−658	trim
351	Private Advisor Group, LLC	$7.4M	37,398	−3,483	trim
352	Groupe la Francaise	$7.4M	38,375	−11,427	trim
353	Capital Investment Advisors, LLC	$7.4M	37,228	+4,973	add
354	MIZUHO SECURITIES USA LLC	$7.4M	37,198	−7,956	trim
355	Clearstead Advisors, LLC	$7.4M	37,145	+10,988	add
356	Vident Advisory, LLC	$7.2M	36,488	+9,102	add
357	Meiji Yasuda Asset Management Co Ltd.	$7.2M	36,374	+20,793	add
358	NAPLES GLOBAL ADVISORS, LLC	$7.1M	36,000	−408	trim
359	WINTON GROUP Ltd	$7.1M	35,810	+35,810	new
360	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$7.0M	35,289	−3,091	trim
361	PINNACLE ASSOCIATES LTD	$6.9M	34,881	+1,012	add
362	Advisors Capital Management, LLC	$6.9M	34,778	−233,757	trim
363	GFS Advisors, LLC	$6.9M	317,500	+317,500	new
364	INTACT INVESTMENT MANAGEMENT INC.	$6.7M	33,900	+7,800	add
365	DAVIS R M INC	$6.7M	33,856	+33,856	new
366	Parkside Financial Bank & Trust	$6.7M	33,831	−6,009	trim
367	Two Point Capital Management, Inc.	$6.6M	33,195	−1,904	trim
368	MATRIX ASSET ADVISORS INC/NY	$6.5M	33,007	+13,328	add
369	Callan Family Office, LLC	$6.5M	32,715	−3,036	trim
370	FIDUCIARY TRUST CO	$6.4M	32,401	−5,387	trim
371	Dai-ichi Life Insurance Company, Ltd	$6.4M	32,203	−3,936	trim
372	Ashton Thomas Private Wealth, LLC	$6.3M	31,817	−10,619	trim
373	Snowden Capital Advisors LLC	$6.3M	31,644	−11,411	trim
374	Morningstar Investment Management LLC	$6.2M	31,501	−140	trim
375	Moors & Cabot, Inc.	$6.0M	30,421	+1,708	add
376	Aristides Capital LLC	$6.0M	30,288	+4,009	add
377	EXCHANGE TRADED CONCEPTS, LLC	$6.0M	30,191	+7,770	add
378	UNIVEST FINANCIAL Corp	$6.0M	30,185	+11,436	add
379	Edgestream Partners, L.P.	$6.0M	30,161	+13,875	add
380	Maytus Capital Management, LLC	$6.0M	30,121	+30,121	new
381	Metis Global Partners, LLC	$5.9M	30,002	−447	trim
382	Equitable Holdings, Inc.	$5.9M	24,865	+14,724	add
383	Siemens Fonds Invest GmbH	$5.9M	29,723	−843	trim
384	MOR Wealth Management, LLC	$5.9M	29,641	0	no change
385	ALLIANZ SE	$5.8M	29,435	+5,277	add
386	TCV Trust & Wealth Management, Inc.	$5.8M	29,051	−702	trim
387	Baader Bank Aktiengesellschaft	$5.7M	28,867	−466	trim
388	Linscomb Wealth, Inc.	$5.7M	28,850	−6,129	trim
389	Banque Cantonale Vaudoise	$5.7M	28,679	+412	add
390	M. Kulyk & Associates, LLC	$5.7M	28,602	+1,504	add
391	Purpose Unlimited Inc.	$5.6M	28,384	−2,193	trim
392	Geneos Wealth Management Inc.	$5.6M	28,284	+2,107	add
393	World Investment Advisors	$5.6M	28,106	−2,571	trim
394	Eurizon SLJ Capital Ltd	$5.5M	27,978	+5,397	add
395	Banque Transatlantique SA	$5.5M	27,969	+16,297	add
396	Advocacy Wealth Management, LLC	$5.5M	27,729	+40	add
397	HEADINVEST, LLC	$5.5M	27,654	−964	trim
398	Stratos Wealth Advisors, LLC	$5.5M	27,533	−2,363	trim
399	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$5.4M	27,205	−26,815	trim
400	AXXCESS WEALTH MANAGEMENT, LLC	$5.4M	27,080	−1,700	trim
401	Hamilton Point Investment Advisors, LLC	$5.3M	26,532	+2,350	add
402	Dakota Wealth Management	$5.2M	25,979	−4,282	trim
403	DONALDSON CAPITAL MANAGEMENT, LLC	$5.1M	25,919	−18,483	trim
404	Westerkirk Capital Inc.	$5.1M	25,896	−1,300	trim
405	UMB Bank, n.a.	$5.1M	25,675	−4,897	trim
406	Apollon Wealth Management, LLC	$5.1M	25,631	−638	trim
407	HBK Sorce Advisory LLC	$5.1M	28,156	−787	trim
408	Bryn Mawr Trust Advisors, LLC	$5.0M	25,408	−5,801	trim
409	RBA Wealth Management, LLC	$5.0M	25,341	+16,296	add
410	Laird Norton Wetherby Trust Company, LLC	$5.0M	25,322	−2,178	trim
411	MUFG Securities EMEA plc	$5.0M	25,225	−198	trim
412	Westbourne Investment Advisors, Inc.	$5.0M	25,184	+1,887	add
413	HOWLAND CAPITAL MANAGEMENT LLC	$5.0M	25,084	+8,085	add
414	S-Bank Fund Management Ltd	$4.9M	24,931	+6,947	add
415	Evelyn Partners Investment Management LLP	$4.9M	24,895	−2,034	trim
416	Marks Group Wealth Management, Inc	$4.9M	24,870	+1,918	add
417	Evelyn Partners Asset Management Ltd	$4.9M	24,767	+339	add
418	New Age Alpha Advisors, LLC	$4.8M	24,434	+20,044	add
419	Vise Technologies, Inc.	$4.8M	18,041	0	no change
420	Merit Financial Group, LLC	$4.8M	24,134	−6,656	trim
421	Evelyn Partners Investment Management Services Ltd	$4.8M	24,081	−72	trim
422	FIRST CITIZENS BANK & TRUST CO	$4.7M	23,914	−683	trim
423	BROWN, LISLE/CUMMINGS, INC.	$4.7M	23,636	−585	trim
424	Guild Investment Management, Inc.	$4.6M	23,008	+23,008	new
425	Kesler, Norman & Wride, LLC	$4.5M	22,706	+45	add
426	Chicago Partners Investment Group LLC	$4.5M	23,528	+3,173	add
427	Envestnet Portfolio Solutions, Inc.	$4.5M	22,450	−28,059	trim
428	GHP Investment Advisors, Inc.	$4.4M	22,387	+340	add
429	Gibraltar Capital Management, Inc.	$4.4M	22,299	−1,123	trim
430	ABN AMRO Bank N.V.	$4.4M	21,967	−19,831	trim
431	Birch Hill Investment Advisors LLC	$4.4M	22,074	−1,589	trim
432	Rossmore Private Capital	$4.3M	21,772	+2,247	add
433	Machina Capital S.A.S.	$4.3M	21,646	+16,994	add
434	Game Creek Capital, LP	$4.3M	21,625	+21,625	new
435	Lombard Odier Asset Management (Switzerland) SA	$4.3M	21,611	−900	trim
436	Thrive Capital Management, LLC	$4.3M	21,589	+5,585	add
437	ADVOCATE GROUP LLC	$4.3M	21,519	+2,353	add
438	TOKIO MARINE ASSET MANAGEMENT CO LTD	$4.3M	21,512	+1,033	add
439	CITIZENS FINANCIAL GROUP INC/RI	$4.3M	21,479	−4,194	trim
440	AustralianSuper Pty Ltd	$4.2M	21,405	+6,396	add
441	Bell Asset Management Ltd	$4.2M	21,296	−2,991	trim
442	Ruffer LLP	$4.2M	20,983	+20,983	new
443	Evergreen Wealth Management, LLC	$4.1M	20,903	+20,903	new
444	ELEVATION POINT WEALTH PARTNERS, LLC	$4.1M	20,801	+15,722	add
445	Carnegie Investment Counsel	$4.1M	20,782	−5,859	trim
446	Johnson Financial Group, Inc.	$4.1M	20,764	+485	add
447	Callahan Advisors, LLC	$4.1M	20,704	+333	add
448	Lombard Odier Asset Management (Europe) Ltd	$4.1M	20,673	+4,423	add
449	Prospera Financial Services Inc	$4.1M	20,603	−18,075	trim
450	Bond & Devick Financial Network, Inc.	$4.1M	20,487	+115	add
451	LBP AM SA	$4.0M	20,346	−72,567	trim
452	Perbak Capital Partners LLP	$4.0M	20,293	+20,293	new
453	Stokes Capital Advisors, LLC	$4.0M	20,290	−1,745	trim
454	BRADY FAMILY WEALTH, LLC	$4.0M	20,212	−909	trim
455	American Trust Investment Advisors, LLC	$4.0M	20,040	+1,025	add
456	HARBER ASSET MANAGEMENT LLC	$3.9M	19,913	+19,913	new
457	Wilmington Savings Fund Society, FSB	$3.9M	19,830	−236	trim
458	KCM INVESTMENT ADVISORS LLC	$3.9M	19,698	−1,752	trim
459	Signet Investment Advisory Group, Inc.	$3.9M	19,616	+1,715	add
460	Signal Advisors Wealth, LLC	$3.9M	19,431	+3,514	add
461	Ascent Group, LLC	$3.8M	19,116	−1,341	trim
462	Kintegral Advisory, LLC	$3.8M	19,075	−846	trim
463	Ipswich Investment Management Co., Inc.	$3.8M	19,006	−2,597	trim
464	Martin Investment Management, LLC	$3.8M	18,944	−289	trim
465	Insight Wealth Strategies, LLC	$3.7M	18,848	+673	add
466	Forvis Mazars Wealth Advisors, LLC	$3.7M	18,837	+121	add
467	Glenview Trust Co	$3.7M	18,795	−21,664	trim
468	Alpha Omega Wealth Management LLC	$3.7M	18,785	+10,299	add
469	Radnor Capital Management, LLC	$3.7M	18,624	+257	add
470	Blue Trust, Inc.	$3.7M	18,562	−1,573	trim
471	Evanson Asset Management, LLC	$3.6M	18,389	−26	trim
472	Marion Wealth Management	$3.6M	18,343	+3,637	add
473	BANQUE PICTET & CIE SA	$3.6M	18,328	−7,377	trim
474	MONARCH CAPITAL MANAGEMENT INC	$3.6M	18,205	+160	add
475	North Dakota State Investment Board	$3.6M	18,134	−3,337	trim
476	Summit Trail Advisors, LLC	$3.6M	18,021	−421	trim
477	Procyon Advisors, LLC	$3.6M	18,013	+10,402	add
478	BURNEY CO/	$3.5M	17,879	−2,586	trim
479	Capital Asset Advisory Services LLC	$3.5M	18,083	−2,166	trim
480	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$3.5M	17,579	0	no change
481	Allworth Financial LP	$3.5M	17,412	−3,475	trim
482	AlphaCore Capital LLC	$3.4M	17,050	+1,680	add
483	E Fund Management Co., Ltd.	$3.4M	16,917	—	no prior
484	Bleakley Financial Group, LLC	$3.3M	16,887	+294	add
485	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$3.3M	16,848	+4,765	add
486	Global X Japan Co., Ltd.	$3.3M	16,826	+574	add
487	PRINCIPAL SECURITIES, INC.	$3.3M	16,778	−6,228	trim
488	Nordwand Advisors, LLC	$3.3M	16,772	−5,789	trim
489	Atwater Malick LLC	$3.3M	16,767	−4,140	trim
490	SECURIAN ASSET MANAGEMENT, INC	$3.3M	16,692	−171	trim
491	HOHIMER WEALTH MANAGEMENT, LLC	$3.3M	16,607	+7,343	add
492	Keel Point, LLC	$3.3M	16,510	−5,023	trim
493	Soltis Investment Advisors LLC	$3.3M	16,503	−10,157	trim
494	FLPUTNAM INVESTMENT MANAGEMENT CO	$3.2M	16,253	−7,675	trim
495	Lafayette Investments, Inc.	$3.2M	16,187	+349	add
496	PARSONS CAPITAL MANAGEMENT INC/RI	$3.2M	16,143	−295	trim
497	EDENTREE ASSET MANAGEMENT Ltd	$3.2M	15,975	−1,097	trim
498	SouthState Bank Corp	$3.2M	15,906	−655	trim
499	National Philanthropic Trust	$3.1M	15,872	—	no prior
500	BDF-GESTION	$3.1M	15,710	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ACN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 3 Gilbert Ray Cisneros, Jr. D–CA-31, Alan Armstrong R–OK, Dan Newhouse R–WA-4 $4K–$60K
Sellers: 4 Kelly Morrison D–MN-3, John Boozman R–AR, Rick W. Allen R–GA-12, Tommy Tuberville R–AL $34K–$160K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Soros Fund Management, Gotham Asset Management $48.0M held
Trimming: 3 Ruane Cunniff & Goldfarb, Glenview Capital, Bridgewater Associates $184M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ACCENTURE PLC-CL A

Merged timeline of congressional filings and notable-manager moves on ACN
Date	Who	Change	Size
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-08-25	Kelly Morrison Congress	Sale	$1K–$15K
2026-08-25	Kelly Morrison Congress	Sale	$1K–$15K
2026-08-25	Kelly Morrison Congress	Sale	$15K–$50K
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-17	Dan Newhouse Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-06-16	John Boozman Congress	Sale	$1K–$15K
2026-06-16	Rick W. Allen Congress	Sale	$15K–$50K
2026-05-15	Soros Fund Management 13F	add	+9,381 sh
2026-05-15	Gotham Asset Management 13F	add	+13,360 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	trim	−15,216 sh
2026-05-15	Glenview Capital 13F	exit	−191,326 sh
2026-05-15	Bridgewater Associates 13F	exit	−19,306 sh

15 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

46 members of Congress disclosed ACN — the congressional view ↗