ACCENTURE PLC IRELAND (ACN)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
97
Reporting holders
$666.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,825
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $402.8M | 2,196,789 | 3.51% | 2q | +67.6%+$162.4M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $61.0M | 332,607 | 1.02% | 32q | -2.7%-$1.7M |
| PARK NATIONAL CORP /OH/ | $37.8M | 206,295 | 1.03% | 32q | -6.2%-$2.5M |
| Sound Income Strategies, LLC | $23.6M | 113,209 | 1.05% | 27q | +3.1%+$699.5K |
| Allen Mooney & Barnes Investment Advisors LLC | $20.6M | 112,243 | 3.06% | 2q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $16.9M | 91,990 | 0.96% | 32q | +5.3%+$850.3K |
| Farther Finance Advisors, LLC | $10.7M | 58,557 | 0.08% | 16q | +6.7%+$669.9K |
| CONGRESS ASSET MANAGEMENT CO | $10.6M | 57,583 | 0.07% | 32q | -0.8%-$85.8K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $9.6M | 52,511 | 1.62% | 32q | -5.2%-$532.0K |
| Hummer Financial Advisory Services Inc | $9.3M | 50,900 | 6.10% | 28q | HELD |
| Douglas Lane & Associates, LLC | $3.9M | 21,428 | 0.05% | 32q | -8.2%-$353.2K |
| Stokes Capital Advisors, LLC | $3.8M | 20,597 | 0.83% | 32q | +1.1%+$39.4K |
| GAMMA Investing LLC | $3.4M | 18,389 | 0.11% | 12q | +34.4%+$863.5K |
| DIVERSIFIED MANAGEMENT INC | $3.0M | 16,244 | 0.52% | new | NEW |
| Violich Capital Management, Inc. | $2.8M | 15,350 | 0.30% | 32q | -1.3%-$36.7K |
| Avidian Wealth Enterprises, LLC | $2.6M | 14,200 | 0.07% | 28q | +15.2%+$343.3K |
| HF Advisory Group, LLC | $2.5M | 13,434 | 0.73% | 2q | +197.8%+$1.6M |
| Apella Capital, LLC | $2.3M | 11,462 | 0.03% | 22q | +16.7%+$323.3K |
| Bell Asset Management Ltd | $2.2M | 12,203 | 0.81% | 32q | -62.8%-$3.8M |
| PFW Advisors LLC | $2.1M | 11,435 | 0.62% | 14q | +13.1%+$243.5K |
| Legacy Wealth Asset Management, LLC | $2.1M | 11,314 | 0.45% | 24q | +253.6%+$1.5M |
| MassMutual Private Wealth & Trust, FSB | $1.6M | 8,879 | 0.04% | 32q | -10.8%-$198.0K |
| Bath Savings Trust Co | $1.6M | 8,480 | 0.16% | 32q | -8.1%-$137.5K |
| Castle Rock Wealth Management, LLC | $1.5M | 7,962 | 0.29% | new | NEW |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.5M | 8,351 | 0.13% | 20q | -16.9%-$311.5K |
| Venture Visionary Partners LLC | $1.4M | 7,904 | 0.04% | 28q | -2.1%-$30.4K |
| Wealth Enhancement Trust Services, Inc. | $1.4M | 7,627 | 0.15% | 4q | +111.8%+$738.2K |
| Box Hill Private Wealth LLC | $1.1M | 5,904 | 0.79% | new | NEW |
| Investors Research Corp | $1.1M | 5,879 | 0.19% | 16q | -1.0%-$11.4K |
| Bangor Savings Bank | $989.8K | 5,398 | 0.08% | 26q | -3.6%-$37.2K |
| Coastline Trust Co | $907.3K | 4,948 | 0.08% | 32q | -7.0%-$68.6K |
| ROCKLAND TRUST CO | $827.5K | 4,513 | 0.03% | 32q | -96.4%-$22.4M |
| SEARCY FINANCIAL SERVICES INC /ADV | $792.0K | 4,319 | 0.28% | 32q | HELD |
| EASTERN BANK | $778.6K | 4,246 | 0.01% | 32q | -24.6%-$254.2K |
| jvl associates llc | $777.3K | 4,239 | 0.22% | 36q | +5.8%+$42.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $730.2K | 3,982 | 0.01% | 32q | -1.4%-$10.3K |
| Valeo Financial Advisors, LLC | $699.0K | 3,812 | 0.01% | 32q | +35.9%+$184.8K |
| CHAPIN DAVIS, INC. | $662.9K | 3,615 | 0.13% | 2q | +3.7%+$23.7K |
| Montecito Bank & Trust | $653.9K | 3,566 | 0.10% | 30q | HELD |
| AVITY INVESTMENT MANAGEMENT INC. | $611.9K | 3,337 | 0.04% | 32q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $554.5K | 3,024 | 0.04% | 32q | -22.8%-$163.9K |
| SAPIENT CAPITAL LLC | $553.0K | 3,016 | 0.01% | 12q | -50.0%-$552.3K |
| Wedmont Private Capital | $514.6K | 2,470 | 0.01% | new | NEW |
| Crumly & Associates Inc. | $487.4K | 2,658 | 0.09% | 7q | -2.7%-$13.4K |
| Plan A Wealth LLC | $479.5K | 2,615 | 0.17% | 7q | +3.8%+$17.6K |
| Dorato Capital Management | $478.2K | 2,432 | 0.32% | 3q | +784.4%+$424.2K |
| Acropolis Investment Management, LLC | $464.3K | 2,532 | 0.02% | 32q | -66.2%-$908.0K |
| DOLIVER ADVISORS, LP | $463.9K | 2,530 | 0.10% | 23q | -13.9%-$75.0K |
| Grove Bank & Trust | $448.0K | 2,443 | 0.04% | 32q | -14.9%-$78.3K |
| Lincoln Capital LLC | $406.3K | 2,215 | 0.07% | 32q | HELD |
| Everhart Financial Group, Inc. | $391.7K | 2,136 | 0.02% | 20q | +30.5%+$91.5K |
| Investment Partners Asset Management, Inc. | $382.1K | 2,084 | 0.21% | 12q | +8.7%+$30.6K |
| ARGUS INVESTORS' COUNSEL, INC. | $378.7K | 2,065 | 0.29% | 2q | -2.4%-$9.2K |
| Legacy Private Trust Co. | $361.6K | 1,972 | 0.02% | 32q | -3.7%-$13.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $361.4K | 1,971 | 0.07% | new | NEW |
| Cooper Financial Group | $333.3K | 1,817 | 0.03% | new | NEW |
| DAVIDSON TRUST CO | $328.8K | 1,793 | 0.13% | 15q | -7.8%-$27.9K |
| TOTH FINANCIAL ADVISORY CORP | $314.1K | 1,713 | 0.03% | 32q | -33.0%-$154.4K |
| TOMPKINS FINANCIAL CORP | $313.7K | 1,711 | 0.02% | 31q | -10.2%-$35.8K |
| Versant Capital Management, Inc | $309.5K | 1,688 | 0.03% | 32q | -34.3%-$161.4K |
| Bullock Wealth Management Group | $309.1K | 1,456 | 0.13% | 11q | +2.7%+$8.1K |
| MOODY NATIONAL BANK TRUST DIVISION | $308.2K | 1,681 | 0.03% | new | NEW |
| Marotta Asset Management | $283.9K | 1,548 | 0.05% | 27q | HELD |
| Boltwood Capital Management | $281.7K | 1,536 | 0.06% | 8q | -14.9%-$49.3K |
| Worth Asset Management, LLC | $279.6K | 1,525 | 0.08% | new | NEW |
| Balefire, LLC | $270.1K | 1,473 | 0.04% | new | NEW |
| First Heartland Consultants, Inc. | $258.0K | 1,407 | 0.02% | new | NEW |
| Bank & Trust Co | $248.8K | 1,357 | 0.16% | 10q | +13.8%+$30.3K |
| FIRST COMMUNITY TRUST NA | $246.1K | 1,342 | 0.08% | 20q | HELD |
| Hamilton Capital, LLC | $243.7K | 1,329 | 0.01% | new | NEW |
| GoalFusion Wealth Management, LLC | $232.7K | 1,269 | 0.09% | new | NEW |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $218.6K | 1,191 | 0.16% | new | NEW |
| Ridgewood Investments LLC | $207.6K | 1,132 | 0.08% | new | NEW |
| CoreCap Advisors, LLC | $168.2K | 917 | 0.00% | 12q | +207.7%+$113.5K |
| General Partner, Inc. | $159.9K | 872 | 0.09% | 16q | HELD |
| GK Wealth Management LLC | $130.0K | 709 | 0.07% | new | NEW |
| Dakota Community Bank & Trust NA | $114.2K | 623 | 0.33% | 2q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $79.4K | 433 | 0.05% | 4q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $65.3K | 356 | 0.01% | 32q | -76.2%-$209.0K |
| Rosenberg Matthew Hamilton | $51.2K | 279 | 0.01% | 27q | +83.6%+$23.3K |
| Hickory Point Bank & Trust | $38.0K | 207 | 0.02% | 3q | HELD |
| Mn Services Vermogensbeheer B.V. | $33.2K | 181,278 | 0.25% | 31q | +1.3% |
| ARMSTRONG ADVISORY GROUP, INC | $29.3K | 160 | 0.00% | 16q | -41.2%-$20.5K |
| GoalVest Advisory LLC | $27.5K | 150 | 0.00% | 19q | +2.0% |
| Marquette Asset Management, LLC | $26.8K | 146 | 0.00% | 9q | HELD |
| Davis Capital Management | $22.9K | 125 | 0.01% | 13q | +5.0%+$1.1K |
| Miller Global Investments, LLC | $20.5K | 112 | 0.02% | 3q | HELD |
| Byrne Asset Management LLC | $19.3K | 91 | 0.01% | 20q | -45.2%-$15.9K |
| STEPH & CO | $12.7K | 69 | 0.00% | 9q | +9.5%+$1.1K |
| Central Pacific Bank - Trust Division | $11.2K | 61 | 0.00% | 3q | -4.7% |
| Olistico Wealth, LLC | $9.2K | 50 | 0.00% | 16q | -40.5%-$6.2K |
| Retirement Wealth Solutions LLC | $8.3K | 45 | 0.00% | 8q | +95.7%+$4.0K |
| ELEVATION WEALTH PARTNERS, LLC | $7.3K | 40 | 0.00% | 15q | -55.6%-$9.2K |
| Horizons Wealth Management | $5.5K | 30 | 0.00% | 11q | HELD |
| Planning Strategies Inc. | $5.0K | 27 | 0.00% | 2q | -22.9%-$1.5K |
| BURKETT FINANCIAL SERVICES, LLC | $2.6K | 14 | 0.00% | 9q | HELD |
| Noble Wealth Management PBC | $1.5K | 8 | 0.00% | 7q | HELD |
| CX Institutional | $805 | 4,389 | 0.02% | 31q | -89.8%-$7.1K |
| Matrix Trust Co | $682 | 3,721 | 0.10% | new | NEW |
| Pacifica Partners Inc. | $637 | 3 | 0.00% | 4q | HELD |
Showing the largest 100 of 102 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-30 | Unruch Joel | General Counsel/Corp Secretary | Sold | 10,498 | $1.7M ×5 |
| 2026-04-30 | Egawa Atsushi | Co-CEO Asia Pacific | Sold | 4,872 | $863.0K ×4 |
| 2026-10-08 | Hogan Catherine Kiernan | Chief Operating Officer | Sold | 1,320 | $264.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 97 | $666.0M | 3,614,359 | 15 | 27 | 37 | 0.0% |
| Q2 2026 | 1,922 | $72.0B | 549,734,214 | 161 | 754 | 762 | 4.3% |
| Q1 2026 | 2,167 | $103.6B | 506,509,036 | 156 | 740 | 946 | 2.5% |
| Q4 2025 | 2,375 | $136.6B | 495,831,739 | 187 | 768 | 973 | 2.5% |
| Q3 2025 | 2,239 | $124.8B | 492,241,956 | 147 | 783 | 976 | 2.7% |
| Q2 2025 | 2,389 | $150.8B | 494,947,173 | 120 | 928 | 880 | 1.9% |
| Q1 2025 | 2,448 | $151.6B | 478,971,456 | 146 | 853 | 963 | 1.6% |
| Q4 2024 | 2,525 | $172.2B | 482,004,149 | 133 | 903 | 757 | 1.6% |
| Q3 2024 | 2,355 | $172.2B | 479,393,942 | 163 | 831 | 863 | 1.6% |
| Q2 2024 | 2,305 | $147.9B | 479,204,532 | 138 | 902 | 807 | 1.7% |
| Q1 2024 | 2,348 | $183.6B | 522,313,929 | 135 | 891 | 808 | 1.5% |
| Q4 2023 | 2,331 | $178.6B | 501,591,985 | 146 | 771 | 789 | 1.5% |
| Q3 2023 | 2,149 | $147.7B | 474,049,744 | 115 | 765 | 702 | 1.5% |
| Q2 2023 | 2,128 | $149.5B | 477,123,233 | 152 | 800 | 665 | 1.6% |
| Q1 2023 | 2,067 | $141.0B | 486,475,271 | 142 | 791 | 646 | 1.5% |
| Q4 2022 | 2,046 | $132.0B | 487,416,478 | 116 | 679 | 677 | 1.5% |
| Q3 2022 | 1,951 | $125.2B | 478,446,985 | 80 | 751 | 601 | 1.5% |
| Q2 2022 | 2,013 | $132.9B | 471,559,974 | 100 | 747 | 685 | 1.4% |
| Q1 2022 | 2,073 | $161.4B | 473,251,841 | 121 | 752 | 729 | 1.2% |
| Q4 2021 | 2,108 | $200.4B | 475,527,933 | 148 | 676 | 674 | 1.9% |
| Q3 2021 | 1,922 | $152.8B | 469,702,117 | 124 | 610 | 666 | 1.6% |
| Q2 2021 | 1,870 | $140.2B | 469,850,907 | 131 | 666 | 592 | 1.2% |
| Q1 2021 | 1,835 | $132.2B | 472,643,627 | 128 | 674 | 573 | 1.3% |
| Q4 2020 | 1,785 | $127.3B | 474,177,278 | 134 | 609 | 558 | 1.9% |
| Q3 2020 | 1,635 | $109.0B | 474,947,385 | 97 | 551 | 587 | 1.6% |
| Q2 2020 | 1,606 | $104.0B | 478,371,163 | 173 | 583 | 530 | 1.2% |
| Q1 2020 | 1,520 | $78.9B | 477,790,286 | 108 | 563 | 577 | 1.1% |
| Q4 2019 | 1,587 | $104.3B | 488,753,191 | 92 | 476 | 508 | 1.4% |
| Q3 2019 | 1,470 | $93.0B | 477,313,907 | 97 | 499 | 532 | 1.4% |
| Q2 2019 | 1,444 | $89.5B | 478,292,689 | 97 | 503 | 500 | 1.4% |
| Q1 2019 | 1,414 | $84.2B | 474,502,371 | 127 | 506 | 442 | 0.9% |
| Q4 2018 | 1,357 | $69.4B | 488,836,823 | 9 | 28 | 17 | 0.9% |