Public record / Tickers / ACN

ACN — Accenture plc

Both disclosure regimes on one name: who in Congress filed about ACN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
235
all PTR rows naming ACN
Members · 12m
10
6 buys · 15 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $250K–$500K

Sale · traded 2026-03-16 → filed 2026-04-03. Ranked over every ACN row by the provable lower bound, never a point estimate.

10 members · 6 buys / 15 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

29 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

49 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 49 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ACN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ACN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-17 LATE·49d$1K–$15K
2026-08-25Kelly Morrison D–MN-3Sale · SP (spouse-owned)Traded 08-11 +14d$1K–$15K
2026-08-25Kelly Morrison D–MN-3SaleTraded 08-11 +14d$1K–$15K
2026-08-25Kelly Morrison D–MN-3Sale · SP (spouse-owned)Traded 08-11 +14d$15K–$50K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-03-12 LATE·876d$1K–$15Kamendment pending
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 235 ↗

Members active in ACN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ACN in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-316−$26.0K to $58.0K2
Jared Moskowitz D–FL-233−$45.0K to −$3.0K3
Kelly Morrison D–MN-33−$80.0K to −$17.0K2
Kevin Hern R–OK-13−$800K to −$365K1
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41$1.0K to $15.0K3
John Boozman R–AR1−$15.0K to −$1.0K6
Julie Johnson D–TX-321−$15.0K to −$1.0K4

10 members in the window; the 8 most active shown · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-08-25Kelly Morrison CongressSale$1K–$15K
2026-08-25Kelly Morrison CongressSale$1K–$15K
2026-08-25Kelly Morrison CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-17Dan Newhouse CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-06-16John Boozman CongressSale$1K–$15K
2026-06-16Rick W. Allen CongressSale$15K–$50K
2026-05-15Soros Fund Management 13Fadd+9,381 sh
2026-05-15Gotham Asset Management 13Fadd+13,360 sh
2026-05-15Ruane Cunniff & Goldfarb 13Ftrim−15,216 sh
2026-05-15Glenview Capital 13Fexit−191,326 sh
2026-05-15Bridgewater Associates 13Fexit−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ACN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$11.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$7.9B1
3STATE STREET CORP$5.7B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$3.9B1
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.9B1
6GEODE CAPITAL MANAGEMENT, LLC$3.1B1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.5B1
8MORGAN STANLEY$2.3B1
9Sanders Capital, LLC$2.2B1
10NORTHERN TRUST CORP$1.5B1
11FRANKLIN RESOURCES INC$1.4B1
12BANK OF AMERICA CORP /DE/$1.3B1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.2B1
14Capital Research Global Investors$1.1B1
15WELLS FARGO & COMPANY/MN$1.1B1
16Legal & General Group Plc$1.1B1
17FMR LLC$1.1B1
18UBS Group AG$960M1
19Nuveen, LLC$883M1
20Capital International Investors$816M1
21Invesco Ltd.$790M1
22Grantham, Mayo, Van Otterloo & Co. LLC$774M1
23WELLINGTON MANAGEMENT GROUP LLP$747M1
24FIL Ltd$708M1
25FIRST TRUST ADVISORS LP$690M1
26VANGUARD FIDUCIARY TRUST CO$687M1
27DIMENSIONAL FUND ADVISORS LP$604M1
28HARRIS ASSOCIATES L P$573M1
29PZENA INVESTMENT MANAGEMENT LLC$477M1
30MANUFACTURERS LIFE INSURANCE COMPANY, THE$473M1
31DEUTSCHE BANK AG\$469M1
32HSBC HOLDINGS PLC$440M1
33STIFEL FINANCIAL CORP$437M1
34ROYAL BANK OF CANADA$363M1
35Swiss National Bank$358M1
36Amundi$354M1
37Allianz Asset Management GmbH$340M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$321M1
39RAYMOND JAMES FINANCIAL INC$312M1
40CANADA PENSION PLAN INVESTMENT BOARD$307M1
41Focus Partners Wealth$298M1
42National Pension Service$294M1
43LAZARD ASSET MANAGEMENT LLC$286M1
44Vanguard Global Advisers, LLC$278M1
45ENVESTNET ASSET MANAGEMENT INC$278M1
46Capital World Investors$277M1
47Mitsubishi UFJ Asset Management Co., Ltd.$276M1
48Qube Research & Technologies Ltd$274M1
49POLEN CAPITAL MANAGEMENT LLC$269M1
50BNP Paribas Asset Management Holding S.A.$262M1
51ALLIANCEBERNSTEIN L.P.$255M1
52Swedbank AB$249M1
53VANGUARD ASSET MANAGEMENT, Ltd$246M1
541832 Asset Management L.P.$240M1
55Holocene Advisors, LP$221M1
56WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$218M1
57TD ASSET MANAGEMENT INC$215M1
58M&G Plc$214M1
59AQR CAPITAL MANAGEMENT LLC$210M1
60Aberdeen Group plc$187M1
61Ruane, Cunniff & Goldfarb L.P.$184M1
62Corient Private Wealth LLC$183M1
63US BANCORP \DE\$181M1
64Epoch Investment Partners, Inc.$179M1
65NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$173M1
66FEDERATED HERMES, INC.$166M1
67CITIGROUP INC$164M1
68TWO SIGMA INVESTMENTS, LP$162M1
69Man Group plc$162M1
70BANK OF MONTREAL /CAN/$157M1
71MACKENZIE FINANCIAL CORP$155M1
72DAVENPORT & Co LLC$154M1
73PRINCIPAL FINANCIAL GROUP INC$153M1
74Haverford Trust Co$148M1
75Artisan Partners Limited Partnership$147M1
76Mirova US LLC$135M1
77AVIVA PLC$124M1
78LGT Group Foundation$122M1
79HighTower Advisors, LLC$122M1
80Zurcher Kantonalbank (Zurich Cantonalbank)$121M1
81Alyeska Investment Group, L.P.$121M1
82Pictet Asset Management Holding SA$119M1
83HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$116M1
84LPL Financial LLC$116M1
85Mirae Asset Global Investments Co., Ltd.$115M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$115M1
87MILLENNIUM MANAGEMENT LLC$113M1
88CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$110M1
89MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$109M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$108M1
91SEI INVESTMENTS CO$108M1
92AMERICAN CENTURY COMPANIES INC$106M1
93CITADEL ADVISORS LLC$105M1
94ADAGE CAPITAL PARTNERS GP, L.L.C.$104M1
95GENERATION INVESTMENT MANAGEMENT LLP$103M1
96CRAWFORD INVESTMENT COUNSEL INC$98.6M1
97FIRST MANHATTAN CO. LLC.$95.4M1
98Aristotle Capital Management, LLC$94.2M1
99Mariner, LLC$93.3M1
100JANE STREET GROUP, LLC$91.4M1
101Quantinno Capital Management LP$91.1M1
102Navera Investment Management Ltd.$89.9M1
103WORLDQUANT MILLENNIUM ADVISORS LLC$88.4M1
104Trexquant Investment LP$86.9M1
105PFA Pension, Forsikringsaktieselskab$82.9M1
106STOREBRAND ASSET MANAGEMENT AS$78.1M1
107HARDING LOEVNER LP$77.2M1
108VOLORIDGE INVESTMENT MANAGEMENT, LLC$75.7M1
109Quadrature Capital Ltd$72.2M1
110Chevy Chase Trust Holdings, LLC$72.1M1
111Cerity Partners LLC$69.9M1
112JOHNSON INVESTMENT COUNSEL INC$69.9M1
113Prana Capital Management, LP$68.6M1
114GUARDCAP ASSET MANAGEMENT Ltd$68.1M1
115D. E. Shaw & Co., Inc.$67.7M1
116PRUDENTIAL FINANCIAL INC$67.6M1
117DnB Asset Management AS$67.4M1
118STATE OF WISCONSIN INVESTMENT BOARD$66.9M1
119ROYAL LONDON ASSET MANAGEMENT LTD$66.9M1
120SUSQUEHANNA INTERNATIONAL GROUP, LLP$64.9M1
121BLAIR WILLIAM & CO/IL$64.7M1
122FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$64.0M1
123Korea Investment CORP$63.1M1
124APG Asset Management N.V.$63.0M1
125Ensign Peak Advisors, Inc$61.5M1
126Vanguard Investments Australia, Ltd.$60.9M1
127D.A. DAVIDSON & CO.$60.5M1
128TEACHER RETIREMENT SYSTEM OF TEXAS$60.0M1
129SCHWARTZ INVESTMENT COUNSEL INC$59.5M1
130Boston Partners$59.3M1
131SCHRODER INVESTMENT MANAGEMENT GROUP$58.2M1
132Federation des caisses Desjardins du Quebec$58.1M1
133Bristol Gate Capital Partners Inc.$57.9M1
134SEB Asset Management AB$57.4M1
135Creative Planning$56.8M1
136WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$55.7M1
137BLI - Banque de Luxembourg Investments$54.7M1
138Asset Management One Co., Ltd.$54.3M1
139Findlay Park Partners LLP$52.8M1
140DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$52.7M1
141HM PAYSON & CO$52.0M1
142Value Partners Investments Inc.$51.3M1
143AE Wealth Management LLC$50.7M1
144ALPS ADVISORS INC$49.6M1
145FIFTH THIRD BANCORP$48.4M1
146Robeco Institutional Asset Management B.V.$48.1M1
147Vest Financial, LLC$47.4M1
148FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$46.2M1
149TRUIST FINANCIAL CORP$45.9M1
150COMPASS CAPITAL MANAGEMENT, INC$45.3M1
151United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$45.0M1
152J. Safra Sarasin Holding AG$44.5M1
153Woodline Partners LP$43.7M1
154NOMURA ASSET MANAGEMENT CO LTD$43.6M1
155Rockefeller Capital Management L.P.$42.6M1
156BENJAMIN EDWARDS INC$42.5M1
157Baird Financial Group, Inc.$42.5M1
158CREDIT AGRICOLE S A$42.5M1
159State of New Jersey Common Pension Fund D$42.1M1
160CIBC Bancorp USA Inc.$41.7M1
161BROWN ADVISORY INC$41.6M1
162WATERS PARKERSON & CO., LLC$41.5M1
163&PARTNERS$41.4M1
164BCV Asset Management Inc.$41.3M1
165Eurizon Capital SGR S.p.A.$40.6M1
166Tredje AP-fonden$40.5M1
167FACTORY MUTUAL INSURANCE CO$40.2M1
168Aware Super Pty Ltd as trustee of Aware Super$39.7M1
169Lansforsakringar Fondforvaltning AB (publ)$39.5M1
170Sather Financial Group Inc$39.4M1
171M&T BANK CORP$39.4M1
172ASR Vermogensbeheer N.V.$39.3M1
173OMERS ADMINISTRATION Corp$39.1M1
174NORDEA INVESTMENT MANAGEMENT AB$38.7M1
175CLIFFORD SWAN INVESTMENT COUNSEL LLC$38.0M1
176Wealthspire Advisors, LLC$37.8M1
177Resona Asset Management Co.,Ltd.$37.6M1
178Harvest Portfolios Group Inc.$37.1M1
179MACQUARIE GROUP LTD$36.8M1
180STATE OF MICHIGAN RETIREMENT SYSTEM$36.8M1
181WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$36.7M1
182Empowered Funds, LLC$36.2M1
183CAPITAL ADVISORS INC/OK$35.8M1
184Cetera Investment Advisers$35.7M1
185Verity & Verity, LLC$34.9M1
186Mediolanum International Funds Ltd$34.6M1
187VOYA INVESTMENT MANAGEMENT LLC$34.6M1
188Seilern Investment Management Ltd$34.3M1
189WEITZ INVESTMENT MANAGEMENT, INC.$33.8M1
190PANAGORA ASSET MANAGEMENT INC$33.6M1
191Arizona State Retirement System$33.4M1
192Czech National Bank$33.2M1
193Breakout Capital Partners, LP$33.2M1
194Janus Henderson Group Ltd.$32.7M1
195Sequoia Financial Advisors, LLC$32.5M1
196CIBC Asset Management Inc$32.5M1
197CAISSE DES DEPOTS ET CONSIGNATIONS$32.1M1
198MARKEL GROUP INC.$31.6M1
199SMITH CHAS P & ASSOCIATES PA CPAS$31.5M1
200Distillate Capital Partners LLC$31.2M1
201Ilex Capital Partners (UK) LLP$30.6M1
202ZWJ INVESTMENT COUNSEL INC$30.4M1
203CWM, LLC$29.9M1
204Aquatic Capital Management LLC$29.9M1
205Squarepoint Ops LLC$29.5M1
206Rafferty Asset Management, LLC$28.8M1
207UNITED CAPITAL FINANCIAL ADVISORS, LLC$28.7M1
208COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$28.4M1
209Troy Asset Management Ltd$27.5M1
210ProShare Advisors LLC$27.4M1
211Dana Investment Advisors, Inc.$27.3M1
212OSAIC HOLDINGS, INC.$27.0M1
213SOROS FUND MANAGEMENT LLC$26.7M1
214IEQ CAPITAL, LLC$26.6M1
215IFM Investors Pty Ltd$26.3M1
216Allspring Global Investments Holdings, LLC$25.9M1
217Retirement Systems of Alabama$25.9M1
218Capital International, Inc./CA/$25.4M1
219MAI Capital Management$25.3M1
220O'SHAUGHNESSY ASSET MANAGEMENT, LLC$25.1M1
221RENAISSANCE TECHNOLOGIES LLC$24.9M1
222XPONANCE LLC$24.8M1
223Tidal Investments LLC$24.6M1
224DEPRINCE RACE & ZOLLO INC$24.5M1
225Vontobel Holding Ltd.$24.5M1
226Daiwa Securities Group Inc.$24.4M1
227Sumitomo Mitsui DS Asset Management Company, Ltd$24.4M1
228ZACKS INVESTMENT MANAGEMENT$23.6M1
229WINDWARD CAPITAL MANAGEMENT CO /CA$23.5M1
230OPPENHEIMER ASSET MANAGEMENT INC.$23.4M1
231HB Wealth Management, LLC$23.3M1
232SCOTIA CAPITAL INC.$22.8M1
233Dundas Partners LLP$22.7M1
234COMMONWEALTH EQUITY SERVICES, LLC$22.3M1
235REGIONS FINANCIAL CORP$22.3M1
236Maple Capital Management, Inc.$22.1M1
237L. Roy Papp & Associates, LLP$22.1M1
238Waverly Advisors, LLC$22.0M1
239PUBLIC SECTOR PENSION INVESTMENT BOARD$21.8M1
240Mesirow Financial Investment Management, Inc.$21.8M1
241USS Investment Management Ltd$21.7M1
242Gotham Asset Management, LLC$21.3M1
243ROCKLAND TRUST CO$20.3M1
244Calamos Advisors LLC$20.2M1
245MERCER GLOBAL ADVISORS INC /ADV$20.2M1
246Utah Retirement Systems$19.8M1
247Chesley Taft & Associates LLC$19.4M1
248Osmosis Investment Management UK Ltd$19.4M1
249Crossmark Global Holdings, Inc.$19.3M1
250Evercore Wealth Management, LLC$19.2M1
251QRG CAPITAL MANAGEMENT, INC.$19.2M1
252Varma Mutual Pension Insurance Co$18.9M1
253NATIONAL BANK OF CANADA /FI/$18.6M1
254NewEdge Wealth, LLC$18.6M1
255COMMERCE BANK$18.5M1
256Elo Mutual Pension Insurance Co$18.3M1
257First Eagle Investment Management, LLC$17.9M1
258Railway Pension Investments Ltd$17.9M1
259NEOS Investment Management LLC$17.7M1
260ING GROEP NV$17.4M1
261Fairman Group, LLC$17.3M1
262Caprock Group, LLC$17.2M1
263Cresset Asset Management, LLC$17.1M1
264BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$16.8M1
265ASSETMARK, INC$16.7M1
266WELCH & FORBES LLC$16.7M1
267NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16.4M1
268OPPENHEIMER & CO INC$15.9M1
269NewEdge Advisors, LLC$15.8M1
270AVITY INVESTMENT MANAGEMENT INC.$15.7M1
271EP Wealth Advisors, LLC$15.7M1
272MOGY JOEL R INVESTMENT COUNSEL INC$15.2M1
273Illinois Municipal Retirement Fund$15.2M1
274River Wealth Advisors LLC$15.1M1
275SALEM INVESTMENT COUNSELORS INC$15.1M1
276Pathstone Holdings, LLC$14.2M1
277GUGGENHEIM CAPITAL LLC$14.1M1
278OREGON PUBLIC EMPLOYEES RETIREMENT FUND$14.0M1
279MML INVESTORS SERVICES, LLC$13.8M1
280Mitsubishi UFJ Trust & Banking Corp$13.8M1
281ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$13.7M1
282Advisors Asset Management, Inc.$13.7M1
283Vanguard Personalized Indexing Management, LLC$13.6M1
284GRIMES & Co WEALTH MANAGEMENT, LLC$13.1M1
285Stratos Wealth Partners, LTD.$13.0M1
286MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$13.0M1
287NorthCrest Asset Manangement, LLC$12.7M1
288Beacon Pointe Advisors, LLC$12.5M1
289Sanctuary Advisors, LLC$12.3M1
290Generali Asset Management SPA SGR$12.3M1
291BAILARD, INC.$12.3M1
292FIRST NATIONAL BANK OF OMAHA$12.3M1
293Bragg Financial Advisors, Inc$12.0M1
294Walleye Capital LLC$11.9M1
295Running Oak Capital LLC$11.8M1
296Vinva Investment Management Ltd$11.6M1
297Danica Pension, Livsforsikringsaktieselskab$11.5M1
298PRUDENTIAL PLC$11.4M1
299INVESTMENT HOUSE LLC$11.4M1
300Smith Salley Wealth Management$11.2M1
301Lido Advisors, LLC$11.0M1
302Wealthfront Advisers LLC$10.8M1
303Lighthouse Investment Partners, LLC$10.6M1
304Pinnacle Financial Partners, Inc.$10.5M1
305Eldred Rock Partners, LLC$10.4M1
306Orion Porfolio Solutions, LLC$10.3M1
307HUTCHINSON CAPITAL MANAGEMENT/CA$10.3M1
308HOWE & RUSLING INC$10.3M1
309Hummer Financial Advisory Services Inc$10.1M1
310Steward Partners Investment Advisory, LLC$10.0M1
311ABN AMRO INVESTMENT SOLUTIONS$9.8M1
312TD Waterhouse Canada Inc.$9.6M1
313MATTERN CAPITAL MANAGEMENT, LLC$9.5M1
314Haverford Financial Services, Inc.$9.4M1
315MCRAE CAPITAL MANAGEMENT INC$9.3M1
316BECKER CAPITAL MANAGEMENT INC$9.3M1
317Investment Management Corp of Ontario$9.2M1
318Palisade Asset Management, LLC$9.1M1
319Concurrent Investment Advisors, LLC$9.1M1
320Avanza Fonder AB$9.0M1
321Dash Acquisitions Inc.$9.0M1
322GRIFFIN ASSET MANAGEMENT, INC.$9.0M1
323Bank Julius Baer & Co. Ltd, Zurich$8.9M1
324KESTRA PRIVATE WEALTH SERVICES, LLC$8.7M1
325LETSON INVESTMENT MANAGEMENT, INC.$8.7M1
326Banque de Luxembourg S.A.$8.6M1
327LGT Fund Management Co Ltd.$8.5M1
328IQ EQ FUND MANAGEMENT (IRELAND) Ltd$8.4M1
329CIBC WORLD MARKET INC.$8.4M1
330Atria Investments, Inc$8.4M1
331Hendershot Investments Inc.$8.3M1
332EXENCIAL WEALTH ADVISORS, LLC$8.3M1
333Kingsview Wealth Management, LLC$8.1M1
334Savant Capital, LLC$8.1M1
335DELTA ASSET MANAGEMENT LLC/TN$8.1M1
336ALBION FINANCIAL GROUP /UT$8.0M1
337Norinchukin Bank, The$8.0M1
338Arvest Bank Trust Division$7.9M1
339Asset Advisors Investment Management, LLC$7.9M1
340Atlantic Union Bankshares Corp$7.8M1
341HUDSON EDGE INVESTMENT PARTNERS INC.$7.7M1
342Qsemble Capital Management, LP$7.7M1
343SHELTON CAPITAL MANAGEMENT$7.7M1
344Freestone Capital Holdings, LLC$7.6M1
345Kestra Advisory Services, LLC$7.6M1
346Composition Wealth, LLC$7.6M1
347Assenagon Asset Management S.A.$7.5M1
348EFG International AG$7.5M1
349NOMURA HOLDINGS INC$7.5M1
350Vestmark Advisory Solutions, Inc.$7.5M1
351Private Advisor Group, LLC$7.4M1
352Groupe la Francaise$7.4M1
353Capital Investment Advisors, LLC$7.4M1
354MIZUHO SECURITIES USA LLC$7.4M1
355Clearstead Advisors, LLC$7.4M1
356Vident Advisory, LLC$7.2M1
357Meiji Yasuda Asset Management Co Ltd.$7.2M1
358NAPLES GLOBAL ADVISORS, LLC$7.1M1
359WINTON GROUP Ltd$7.1M1
360ARCADIA INVESTMENT MANAGEMENT CORP/MI$7.0M1
361PINNACLE ASSOCIATES LTD$6.9M1
362Advisors Capital Management, LLC$6.9M1
363GFS Advisors, LLC$6.9M1
364INTACT INVESTMENT MANAGEMENT INC.$6.7M1
365DAVIS R M INC$6.7M1
366Parkside Financial Bank & Trust$6.7M1
367Two Point Capital Management, Inc.$6.6M1
368MATRIX ASSET ADVISORS INC/NY$6.5M1
369Callan Family Office, LLC$6.5M1
370FIDUCIARY TRUST CO$6.4M1
371Dai-ichi Life Insurance Company, Ltd$6.4M1
372Ashton Thomas Private Wealth, LLC$6.3M1
373Snowden Capital Advisors LLC$6.3M1
374Morningstar Investment Management LLC$6.2M1
375Moors & Cabot, Inc.$6.0M1
376Aristides Capital LLC$6.0M1
377EXCHANGE TRADED CONCEPTS, LLC$6.0M1
378UNIVEST FINANCIAL Corp$6.0M1
379Edgestream Partners, L.P.$6.0M1
380Maytus Capital Management, LLC$6.0M1
381Metis Global Partners, LLC$5.9M1
382Equitable Holdings, Inc.$5.9M1
383Siemens Fonds Invest GmbH$5.9M1
384MOR Wealth Management, LLC$5.9M1
385ALLIANZ SE$5.8M1
386TCV Trust & Wealth Management, Inc.$5.8M1
387Baader Bank Aktiengesellschaft$5.7M1
388Linscomb Wealth, Inc.$5.7M1
389Banque Cantonale Vaudoise$5.7M1
390M. Kulyk & Associates, LLC$5.7M1
391Purpose Unlimited Inc.$5.6M1
392Geneos Wealth Management Inc.$5.6M1
393World Investment Advisors$5.6M1
394Eurizon SLJ Capital Ltd$5.5M1
395Banque Transatlantique SA$5.5M1
396Advocacy Wealth Management, LLC$5.5M1
397HEADINVEST, LLC$5.5M1
398Stratos Wealth Advisors, LLC$5.5M1
399SMITHBRIDGE ASSET MANAGEMENT INC/DE$5.4M1
400AXXCESS WEALTH MANAGEMENT, LLC$5.4M1
401Hamilton Point Investment Advisors, LLC$5.3M1
402Dakota Wealth Management$5.2M1
403DONALDSON CAPITAL MANAGEMENT, LLC$5.1M1
404Westerkirk Capital Inc.$5.1M1
405UMB Bank, n.a.$5.1M1
406Apollon Wealth Management, LLC$5.1M1
407HBK Sorce Advisory LLC$5.1M1
408Bryn Mawr Trust Advisors, LLC$5.0M1
409RBA Wealth Management, LLC$5.0M1
410Laird Norton Wetherby Trust Company, LLC$5.0M1
411MUFG Securities EMEA plc$5.0M1
412Westbourne Investment Advisors, Inc.$5.0M1
413HOWLAND CAPITAL MANAGEMENT LLC$5.0M1
414S-Bank Fund Management Ltd$4.9M1
415Evelyn Partners Investment Management LLP$4.9M1
416Marks Group Wealth Management, Inc$4.9M1
417Evelyn Partners Asset Management Ltd$4.9M1
418New Age Alpha Advisors, LLC$4.8M1
419Vise Technologies, Inc.$4.8M1
420Merit Financial Group, LLC$4.8M1
421Evelyn Partners Investment Management Services Ltd$4.8M1
422FIRST CITIZENS BANK & TRUST CO$4.7M1
423BROWN, LISLE/CUMMINGS, INC.$4.7M1
424Guild Investment Management, Inc.$4.6M1
425Kesler, Norman & Wride, LLC$4.5M1
426Chicago Partners Investment Group LLC$4.5M1
427Envestnet Portfolio Solutions, Inc.$4.5M1
428GHP Investment Advisors, Inc.$4.4M1
429Gibraltar Capital Management, Inc.$4.4M1
430ABN AMRO Bank N.V.$4.4M1
431Birch Hill Investment Advisors LLC$4.4M1
432Rossmore Private Capital$4.3M1
433Machina Capital S.A.S.$4.3M1
434Game Creek Capital, LP$4.3M1
435Lombard Odier Asset Management (Switzerland) SA$4.3M1
436Thrive Capital Management, LLC$4.3M1
437ADVOCATE GROUP LLC$4.3M1
438TOKIO MARINE ASSET MANAGEMENT CO LTD$4.3M1
439CITIZENS FINANCIAL GROUP INC/RI$4.3M1
440AustralianSuper Pty Ltd$4.2M1
441Bell Asset Management Ltd$4.2M1
442Ruffer LLP$4.2M1
443Evergreen Wealth Management, LLC$4.1M1
444ELEVATION POINT WEALTH PARTNERS, LLC$4.1M1
445Carnegie Investment Counsel$4.1M1
446Johnson Financial Group, Inc.$4.1M1
447Callahan Advisors, LLC$4.1M1
448Lombard Odier Asset Management (Europe) Ltd$4.1M1
449Prospera Financial Services Inc$4.1M1
450Bond & Devick Financial Network, Inc.$4.1M1
451LBP AM SA$4.0M1
452Perbak Capital Partners LLP$4.0M1
453Stokes Capital Advisors, LLC$4.0M1
454BRADY FAMILY WEALTH, LLC$4.0M1
455American Trust Investment Advisors, LLC$4.0M1
456HARBER ASSET MANAGEMENT LLC$3.9M1
457Wilmington Savings Fund Society, FSB$3.9M1
458KCM INVESTMENT ADVISORS LLC$3.9M1
459Signet Investment Advisory Group, Inc.$3.9M1
460Signal Advisors Wealth, LLC$3.9M1
461Ascent Group, LLC$3.8M1
462Kintegral Advisory, LLC$3.8M1
463Ipswich Investment Management Co., Inc.$3.8M1
464Martin Investment Management, LLC$3.8M1
465Insight Wealth Strategies, LLC$3.7M1
466Forvis Mazars Wealth Advisors, LLC$3.7M1
467Glenview Trust Co$3.7M1
468Alpha Omega Wealth Management LLC$3.7M1
469Radnor Capital Management, LLC$3.7M1
470Blue Trust, Inc.$3.7M1
471Evanson Asset Management, LLC$3.6M1
472Marion Wealth Management$3.6M1
473BANQUE PICTET & CIE SA$3.6M1
474MONARCH CAPITAL MANAGEMENT INC$3.6M1
475North Dakota State Investment Board$3.6M1
476Summit Trail Advisors, LLC$3.6M1
477Procyon Advisors, LLC$3.6M1
478BURNEY CO/$3.5M1
479Capital Asset Advisory Services LLC$3.5M1
480CAPITOLIS LIQUID GLOBAL MARKETS LLC$3.5M1
481Allworth Financial LP$3.5M1
482AlphaCore Capital LLC$3.4M1
483E Fund Management Co., Ltd.$3.4M1
484Bleakley Financial Group, LLC$3.3M1
485PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$3.3M1
486Global X Japan Co., Ltd.$3.3M1
487PRINCIPAL SECURITIES, INC.$3.3M1
488Nordwand Advisors, LLC$3.3M1
489Atwater Malick LLC$3.3M1
490SECURIAN ASSET MANAGEMENT, INC$3.3M1
491HOHIMER WEALTH MANAGEMENT, LLC$3.3M1
492Keel Point, LLC$3.3M1
493Soltis Investment Advisors LLC$3.3M1
494FLPUTNAM INVESTMENT MANAGEMENT CO$3.2M1
495Lafayette Investments, Inc.$3.2M1
496PARSONS CAPITAL MANAGEMENT INC/RI$3.2M1
497EDENTREE ASSET MANAGEMENT Ltd$3.2M1
498SouthState Bank Corp$3.2M1
499National Philanthropic Trust$3.1M1
500BDF-GESTION$3.1M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)6 buy / 15 sell
Congress net ($ bound)−$1.1M to −$329K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ACN

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ACN
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for ACN · financials and macro

Financials — as filed PLANNED

ACN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ACN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing