HolderBook

AUTODESK INC (ADSK)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

44
Reporting holders
$44.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,161
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

Download these holders as CSV

FilerValueShares Their book Held Change
Douglas Lane & Associates, LLC$11.7M55,9160.16%23q-6.1%-$758.0K
Galvin, Gaustad & Stein, LLC$8.9M42,3590.67%newNEW
Bell Asset Management Ltd$3.0M14,2891.08%3q-22.9%-$887.4K
Bill Few Associates, Inc.$2.0M9,6150.41%newNEW
Farther Finance Advisors, LLC$1.9M9,2930.01%16q+6.7%+$121.4K
EASTERN BANK$1.5M7,0840.02%32q+4.8%+$67.9K
CANANDAIGUA NATIONAL BANK & TRUST CO$1.3M6,2100.11%15q-1.4%-$19.0K
Hummer Financial Advisory Services Inc$1.3M6,1500.84%28qHELD
GAMMA Investing LLC$1.2M5,9290.04%12q+17.0%+$179.9K
CONGRESS ASSET MANAGEMENT CO$1.1M5,1600.01%32q-4.7%-$52.7K
STABLEFORD CAPITAL II LLC$1.1M5,1510.37%newNEW
ARMSTRONG HENRY H ASSOCIATES INC$1.0M4,8830.09%24q+4.3%+$41.8K
BAKER TILLY WEALTH MANAGEMENT, LLC$901.4K4,3130.18%24q+9.7%+$79.8K
Wedmont Private Capital$881.1K3,7720.02%20q+3.3%+$27.8K
Legacy Wealth Asset Management, LLC$693.3K3,3170.15%24q-20.9%-$183.1K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$558.8K2,6730.40%4q-24.8%-$184.2K
CoreCap Advisors, LLC$557.5K2,6670.02%9q+6.4%+$33.4K
Invariant Investment Management$543.6K2,5640.31%newNEW
HF Advisory Group, LLC$541.1K2,5890.16%13q-25.7%-$187.5K
Green Alpha Advisors, LLC$522.7K2,5010.35%24q-13.3%-$79.8K
Grove Bank & Trust$450.2K2,1540.04%26q-30.9%-$201.7K
Everhart Financial Group, Inc.$414.0K1,9810.03%11q+26.8%+$87.6K
Canandaigua National Trust Co of Florida$302.0K1,4450.17%5q-47.9%-$277.1K
GK Wealth Management LLC$248.5K1,1890.14%2q-3.3%-$8.4K
Versant Capital Management, Inc$242.4K1,1600.02%20q-6.4%-$16.5K
Mirador Capital Partners LP$232.8K1,1140.03%newNEW
Venture Visionary Partners LLC$207.5K9930.01%newNEW
WALLER FINANCIAL PLANNING GROUP, INC$206.7K9890.04%2q-17.9%-$45.1K
Valeo Financial Advisors, LLC$201.1K9620.00%newNEW
MassMutual Private Wealth & Trust, FSB$192.5K9210.01%32q-43.5%-$148.4K
Acropolis Investment Management, LLC$114.5K5480.00%3q-49.7%-$113.3K
ELEVATION WEALTH PARTNERS, LLC$21.3K1020.01%14q+41.7%+$6.3K
Byrne Asset Management LLC$17.8K840.01%3q-96.3%-$467.4K
Mn Services Vermogensbeheer B.V.$12.9K61,4930.10%25qHELD
Pacifica Partners Inc.$10.6K500.00%3qHELD
CX Institutional$8.4K40,0670.23%14q+6331.3%+$8.2K
GILPIN WEALTH MANAGEMENT, LLC$8.4K400.01%newNEW
ARMSTRONG ADVISORY GROUP, INC$7.1K340.00%13q+3.0%
Rosenberg Matthew Hamilton$2.3K110.00%19qHELD
ATWOOD & PALMER INC$1.9K90.00%14qHELD
Retirement Wealth Solutions LLC$1.7K80.00%newNEW
Noble Wealth Management PBC$1.7K80.00%2qHELD
Davis Capital Management$1.5K70.00%5q+40.0%
GoalVest Advisory LLC$1.5K70.00%newNEW
TOTH FINANCIAL ADVISORY CORP$1.0K50.00%newNEW
Planning Strategies Inc.$62730.00%2q-76.9%-$2.1K
JACOBS & CO/CA$4252,0360.04%32qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-3113GVanguard Portfolio Management5.5%
2026-07-0813G/ABlackRock, Inc.11.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-102026-09-08Material agreement enteredfiling

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

DateInsiderRoleSideSharesValue
2026-05-29Smith Stacy JDirectorBought3,435$794.1K ×2
2026-06-16Anagnost AndrewPresident and CEOBought2,460$498.5K
2026-06-15Moorjani JaneshEVP, Chief Financial OfficerBought2,500$494.2K
2026-06-23CAHILL JOHN TDirectorBought2,000$378.4K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202644$44.0M210,2591111170.0%
Q2 20261,205$43.5B217,221,475973895152.6%
Q1 20261,322$47.7B196,094,8191174385331.6%
Q4 20251,433$59.2B196,476,3741005244641.9%
Q3 20251,400$63.8B196,406,2681445054522.4%
Q2 20251,388$61.6B195,127,5501725204261.6%
Q1 20251,319$51.3B191,851,5131334914202.1%
Q4 20241,309$58.8B193,010,7691174284163.1%
Q3 20241,207$54.4B191,903,0221354014142.6%
Q2 20241,166$49.6B194,470,2061123904333.0%
Q1 20241,213$52.7B198,276,7071183944402.4%
Q4 20231,173$49.3B196,780,1661233863782.8%
Q3 20231,087$40.1B187,920,207773523962.7%
Q2 20231,088$39.8B190,087,782793783922.2%
Q1 20231,093$41.9B197,096,350933983632.0%
Q4 20221,094$36.9B191,730,3241063583782.6%
Q3 20221,046$37.3B194,356,407993583782.5%
Q2 20221,032$33.7B190,394,320873783632.7%
Q1 20221,063$42.7B192,832,9141054193323.3%
Q4 20211,116$56.8B194,581,2141113743383.8%
Q3 20211,032$57.7B194,908,1531003952993.6%
Q2 20211,020$58.2B194,688,168843843212.4%
Q1 20211,032$54.7B193,876,6921163663361.8%
Q4 20201,028$62.7B198,328,4531423912743.1%
Q3 2020898$47.4B199,592,715893422622.8%
Q2 2020874$49.9B203,159,1171532742892.7%
Q1 2020796$32.8B205,834,2941152892622.2%
Q4 2019781$39.3B208,950,702942262502.7%
Q3 2019697$32.9B216,070,907652372493.0%
Q2 2019743$35.7B211,298,198802702343.6%
Q1 2019743$33.4B207,221,717992532293.2%
Q4 2018686$28.3B212,950,957812153.4%