Filing Research | ACN - ACCENTURE PLC IRELAND Institutional Holdings

Snapshot holdings

50 / 556 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	1.3MSH	$163.2M
2	Swedbank AB	Shares	1.1MSH	$142.0M
3	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	Shares	1.1MSH	$136.9M
4	DAVENPORT & Co LLC	Shares	823.0KSH	$102.5M
5	Mirae Asset Global Investments Co., Ltd.	Shares	690.8KSH	$86.0M
6	Alecta Tjanstepension Omsesidigt	Shares	630.0KSH	$78.4M
7	Value Partners Investments Inc.	Shares	405.3KSH	$50.4M
8	Boston Trust Walden Corp	Shares	384.1KSH	$47.8M
9	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	341.9KSH	$42.5M
10	JOHNSON INVESTMENT COUNSEL INC	Shares	334.1KSH	$41.6M
11	PENN DAVIS MCFARLAND INC	Shares	320.8KSH	$39.9M
12	D.A. DAVIDSON & CO.	Shares	319.8KSH	$39.8M
13	Vest Financial, LLC	Shares	299.2KSH	$37.2M
14	Rathbones Group PLC	Shares	269.5KSH	$33.5M
15	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	263.8KSH	$32.8M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	292.6KSH	$29.8M
17	Robeco Institutional Asset Management B.V.	Shares	239.0KSH	$29.7M
18	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	223.9KSH	$27.9M
19	PARK NATIONAL CORP /OH/	Shares	220.0KSH	$27.4M
20	Y-Intercept (Hong Kong) Ltd	Shares	205.9KSH	$25.6M
21	Ninety One UK Ltd	Shares	200.6KSH	$25.0M
22	Mediolanum International Funds Ltd	Shares	192.4KSH	$24.0M
23	Fideuram Asset Management (Ireland) dac	Shares	133.6KSH	$22.6M
24	Czech National Bank	Shares	174.8KSH	$21.7M
25	ASR Vermogensbeheer N.V.	Shares	170.6KSH	$21.2M
26	Seilern Investment Management Ltd	Shares	163.6KSH	$20.4M
27	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	161.7KSH	$20.1M
28	ZWJ INVESTMENT COUNSEL INC	Shares	155.6KSH	$19.4M
29	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	152.8KSH	$19.0M
30	IFM Investors Pty Ltd	Shares	143.3KSH	$17.8M
31	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	135.6KSH	$16.9M
32	FACTORY MUTUAL INSURANCE CO	Shares	128.3KSH	$16.0M
33	ROCKLAND TRUST CO	Shares	126.5KSH	$15.7M
34	DAVENPORT & Co LLC	CALL	115.2KSH	$14.3M
35	Allen Mooney & Barnes Investment Advisors LLC	Shares	112.2KSH	$14.0M
36	LEE DANNER & BASS INC	Shares	110.7KSH	$13.8M
37	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	110.6KSH	$13.8M
38	Sound Income Strategies, LLC	Shares	109.9KSH	$13.7M
39	Mesirow Financial Investment Management, Inc.	Shares	108.6KSH	$13.5M
40	L. Roy Papp & Associates, LLP	Shares	108.0KSH	$13.4M
41	Crossmark Global Holdings, Inc.	Shares	104.4KSH	$13.0M
42	ABN AMRO INVESTMENT SOLUTIONS	Shares	98.8KSH	$12.3M
43	QRG CAPITAL MANAGEMENT, INC.	Shares	94.2KSH	$11.7M
44	ARS Investment Partners, LLC	Shares	92.2KSH	$11.5M
45	Police & Firemen's Retirement System of New Jersey	Shares	91.6KSH	$11.4M
46	INVESTMENT HOUSE LLC	Shares	57.1KSH	$11.3M
47	Chesley Taft & Associates LLC	Shares	90.3KSH	$11.2M
48	HM PAYSON & CO	Shares	89.1KSH	$11.1M
49	NorthCrest Asset Manangement, LLC	Shares	70.4KSH	$9.8M
50	FIRST HORIZON CORP	Shares	76.7KSH	$9.5M

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Manager changes2026-06-30 vs 2026-03-31

50 / 688 loaded

#		Instrument
1	Artemis Investment Management LLP new	Shares	+1.3M	+$163.2M	$163.2M
2	PENN DAVIS MCFARLAND INC added	Shares	+295.1K	+$34.8M	$39.9M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+205.9K	+$25.6M	$25.6M
4	Fideuram Asset Management (Ireland) dac added	Shares	+129.6K	+$21.7M	$22.6M
5	DAVENPORT & Co LLC new	CALL	+115.2K	+$14.3M	$14.3M
6	Allen Mooney & Barnes Investment Advisors LLC new	Shares	+112.2K	+$14.0M	$14.0M
7	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. new	Shares	+110.6K	+$13.8M	$13.8M
8	ARS Investment Partners, LLC new	Shares	+92.2K	+$11.5M	$11.5M
9	BRIGHT ROCK CAPITAL MANAGEMENT, LLC new	Shares	+60.0K	+$7.5M	$7.5M
10	Brookstone Capital Management added	Shares	+56.4K	+$6.9M	$7.3M
11	DLK Investment Management, LLC new	Shares	+9.1K	+$2.8M	$2.8M
12	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+49.2K	+$2.5M	$12.3M
13	Unison Advisors LLC new	Shares	+19.2K	+$2.4M	$2.4M
14	Trilogy Capital Inc. added	Shares	+17.6K	+$2.1M	$2.4M
15	Cache Advisors, LLC added	Shares	+16.6K	+$1.6M	$2.8M
16	Demars Financial Group, LLC new	Shares	+12.6K	+$1.6M	$1.6M
17	Sound Income Strategies, LLC added	Shares	+48.3K	+$1.5M	$13.7M
18	Live Oak Private Wealth LLC new	Shares	+11.8K	+$1.5M	$1.5M
19	Chapman Investment Management, LLC new	PUT	+11.1K	+$1.4M	$1.4M
20	OLD NATIONAL BANCORP /IN/ added	Shares	+12.0K	+$1.3M	$1.8M
21	Trust Asset Management LLC added	Shares	+6.9K	+$1.2M	$2.6M
22	Nilsine Partners, LLC added	Shares	+11.8K	+$1.1M	$2.3M
23	Sivia Capital Partners, LLC new	Shares	+8.8K	+$1.1M	$1.1M
24	Alpha Omega Wealth Management LLC added	Shares	+18.9K	+$968.4K	$4.7M
25	ADVOCATE GROUP LLC added	Shares	+20.5K	+$959.6K	$5.2M
26	Legal Advantage Investments, Inc. new	Shares	+5.0K	+$622.2K	$622.2K
27	HF Advisory Group, LLC new	Shares	+4.5K	+$561.3K	$561.3K
28	MARATHON CAPITAL MANAGEMENT new	Shares	+4.2K	+$523.9K	$523.9K
29	Trinity Legacy Partners, LLC new	Shares	+3.6K	+$513.9K	$513.9K
30	Revisor Wealth Management LLC added	Shares	+4.7K	+$494.3K	$741.4K
31	Summit Financial Wealth Advisors, LLC new	Shares	+3.9K	+$486.2K	$486.2K
32	J2 Capital Management Inc new	Shares	+3.8K	+$470.1K	$470.1K
33	Financial Solutions Advisory Group, Inc. added	Shares	+5.3K	+$461.5K	$1.4M
34	CHAPIN DAVIS, INC. new	Shares	+3.5K	+$433.9K	$433.9K
35	MISSION WEALTH MANAGEMENT, LP new	PUT	+2.7K	+$336.0K	$336.0K
36	Emerald Advisors, LLC new	Shares	+2.4K	+$297.3K	$297.3K
37	SECURED RETIREMENT ADVISORS, LLC new	Shares	+2.3K	+$289.3K	$289.3K
38	Larry Mathis Financial Planning, LLC new	Shares	+2.3K	+$287.1K	$287.1K
39	Sowell Financial Services LLC added	Shares	+3.8K	+$273.8K	$799.1K
40	Canvas Wealth Advisors, LLC new	Shares	+2.2K	+$271.9K	$271.9K
41	Goldstein Advisors, LLC new	Shares	+2.1K	+$265.8K	$265.8K
42	Baron Wealth Management LLC new	Shares	+2.1K	+$261.3K	$261.3K
43	Lifestyle Asset Management, Inc. new	Shares	+2.0K	+$251.1K	$251.1K
44	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+5.0K	+$230.8K	$1.3M
45	Hoxton Planning & Management, LLC new	Shares	+1.8K	+$223.4K	$223.4K
46	Arista Wealth Management, LLC new	Shares	+1.8K	+$220.5K	$220.5K
47	Alliance Wealth Advisors, LLC new	Shares	+1.8K	+$220.0K	$220.0K
48	SUMMITRY LLC new	Shares	+1.8K	+$219.4K	$219.4K
49	Malaga Cove Capital, LLC added	Shares	+3.5K	+$219.2K	$797.4K
50	Dynamic Advisor Solutions LLC added	Shares	+8.2K	+$183.1K	$2.4M

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