Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,514 holders are listed, largest first: 1,514
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $84.5B
holders whose share count rose or who opened the position (new + add), by shares: 668
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 314

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

Newest 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: 4 Scott Franklin R–FL-18, Alan Armstrong R–OK, Dan Newhouse R–WA-4, Gilbert Ray Cisneros, Jr. D–CA-31 $5K–$75K
Sellers: 2 Kelly Morrison D–MN-3, Tommy Tuberville R–AL $18K–$95K

filed 2026-07-03 → 2026-10-01 · 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
2026-09-17	Scott Franklin Congress	BUY	$1K–$15K
2026-09-17	Scott Franklin Congress	BUY	$1K–$15K
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	BUY	$1K–$15K
2026-08-25	Kelly Morrison Congress	SELL	$1K–$15K
2026-08-25	Kelly Morrison Congress	SELL	$1K–$15K
2026-08-25	Kelly Morrison Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-17	Dan Newhouse Congress	BUY	$1K–$15K
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

14 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

46 members of Congress disclosed ACN — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).