CCC Intelligent Solutions HoCCC

13F holders, Q2 2025 (June 30)
337holders
64new positions
62sold out
7famous investors
$9.41avg. 13F price*

At the end of Q2 2025, 337 institutions reported holding CCC Intelligent Solutions Ho (CCC) in their 13F filings, unchanged from Q1 2025. 64 opened new positions and 62 sold out. The largest holders were Advent International, L.P. ($633.7M), T. Rowe Price Investment Management, Inc. ($610.2M) and Vanguard Group Inc. ($567.0M). 7 famous investors held it, including Chuck Akre (1.4% of Akre Capital Management's portfolio), Mason Morfit (0.5% of ValueAct Capital's portfolio) and Stanley Druckenmiller (0.2% of Duquesne Family Office's portfolio).

Company
CCC Intelligent Solutions Ho
CUSIP
12510Q100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 264Q1 2024Q2 2024: 307Q2 2024Q3 2024: 296Q3 2024Q4 2024: 309Q4 2024Q1 2025: 337Q1 2025Q2 2025: 337Q2 2025Q3 2025: 354Q3 2025Q4 2025: 346Q4 2025Q1 2026: 376Q1 2026Q2 2026: 355Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions64$327.5M
Exits62$189.8M

All 13F filers, Q1 2025 → Q2 2025: 117,417,694 shares bought and 85,306,785 shares sold, net +32,110,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 337 holders

Advent International, L.P. 20.56% Reduce -30.8% 67,342,526 $633.7M
T. Rowe Price Investment Management, Inc. 0.39% Reduce -11.1% 64,844,851 $610.2M
Vanguard Group Inc. 0.01% Add +6.7% 60,251,392 $567.0M
Principal Financial Group Inc. 0.16% Add +16.5% 31,803,942 $299.3M
Artisan Partners Limited Partnership 0.44% Add +23.9% 31,055,604 $292.2M
BlackRock, Inc. 0.00% Add +4.3% 23,547,751 $221.6M
T. Rowe Price Associates Inc. 0.02% Add +228.7% 22,440,652 $211.2M
Brown Advisory Inc. 0.25% Add +9.8% 20,150,876 $189.6M
Bessemer Group Inc. 0.23% Add +49.5% 14,805,779 $139.3M
Akre Capital Management 1.36% Add +12.0% 14,770,128 $139.0M
Conestoga Capital Advisors, LLC 2.02% Add +16.7% 14,520,630 $136.6M
Wasatch Advisors LP 0.70% Reduce -16.3% 14,141,436 $133.1M
PointState Capital LP 2.05% New 10,093,001 $95.0M
State Street Corp. 0.00% Add +15.4% 9,760,949 $91.9M
Dimensional Fund Advisors LP 0.02% Add +9.4% 9,497,000 $89.4M
Dragoneer Investment Group, LLC 1.77% No change 9,196,301 $86.5M
Edmond DE Rothschild Holding S.A. 1.35% Add +40.1% 9,022,750 $84.9M
Van Berkom & Associates Inc. 2.45% Add +12.8% 8,743,351 $82.3M
Geode Capital Management, LLC 0.01% Add +3.3% 8,556,666 $80.5M
Clarkston Capital Partners, LLC 1.68% Add +66.0% 8,414,540 $79.2M
Neuberger Berman Group LLC 0.06% Add +285.8% 8,115,311 $76.4M
Bank of America Corp. 0.01% Reduce -9.8% 8,114,531 $76.4M
Morgan Stanley 0.00% Reduce -2.6% 7,708,040 $72.5M
Alfreton Capital LLP 19.12% Add +381.0% 7,000,000 $65.9M
GW&K Investment Management, LLC 0.58% Add +4.2% 6,878,091 $64.7M
Riverbridge Partners LLC 1.01% Add +25.9% 6,701,496 $63.1M
Brown Brothers Harriman & Co. 0.39% Add +84.8% 6,524,124 $61.4M
Rivulet Capital, LLC 5.93% Add +45.8% 6,489,070 $61.1M
Norges Bank 0.01% Add +30.1% 6,350,184 $59.8M
Massachusetts Financial Services Co. 0.02% Reduce -1.8% 6,014,414 $56.6M
JPMorgan Chase & Co. 0.00% Add +0.4% 5,954,671 $56.0M
Ameriprise Financial Inc. 0.01% Add +8.1% 5,582,968 $52.5M
Janus Henderson Group PLC 0.02% Reduce -57.0% 4,857,172 $45.7M
Vaughan Nelson Investment Management, L.P. 0.43% New 4,834,565 $45.5M
Charles Schwab Investment Management Inc. 0.01% Add +5.4% 4,662,524 $43.9M
Jefferies Financial Group Inc. 0.74% Reduce -28.0% 4,550,000 $42.8M
Focus Partners Wealth 0.09% New 4,486,286 $42.2M
TD Asset Management Inc 0.04% Reduce -9.9% 4,431,876 $41.7M
Sei Investments Co. 0.05% Reduce -0.4% 4,355,432 $41.0M
Goldman Sachs Group Inc. 0.01% Add +27.9% 3,845,829 $36.2M
Palisade Capital Management, LP 1.15% Add +14.3% 3,778,130 $35.6M
Allspring Global Investments Holdings, LLC 0.06% Reduce -36.5% 3,727,176 $35.0M
CI Investments Inc. 0.13% Add +31.4% 3,662,761 $34.5M
Pinebridge Investments, L.P. 0.27% Add +3.4% 3,643,484 $34.3M
Schroder Investment Management Group 0.03% New 3,625,884 $34.1M
London Co. of Virginia 0.18% Add +7.1% 3,367,157 $31.7M
Northern Trust Corp. 0.00% Add +1.9% 3,185,757 $30.0M
New York State Common Retirement Fund 0.04% Add +22.6% 3,182,899 $30.0M
Triple Frond Partners LLC 3.36% Add +30.7% 3,156,000 $29.7M
ValueAct Capital 0.48% New 2,881,800 $27.1M
Envestnet Asset Management Inc. 0.01% Add +2.5% 2,849,539 $26.8M
Citadel Advisors 0.02% Add +42.7% 2,582,061 $24.3M
Wellington Management Group LLP 0.00% Add +13.5% 2,544,922 $23.9M
Bank of New York Mellon Corp 0.00% Reduce -7.4% 2,207,055 $20.8M
Royal Bank of Canada 0.00% Add +21.5% 2,085,125 $19.6M
Summit Creek Advisors LLC 2.69% Reduce -4.1% 2,051,337 $19.3M
Silvercrest Asset Management Group LLC 0.11% New 1,730,187 $16.3M
Fort Washington Investment Advisors Inc. 0.09% Reduce -6.7% 1,722,442 $16.2M
Crescent Park Management, L.P. 6.65% Add +46.0% 1,664,792 $15.7M
UBS Group AG 0.00% Add +23.2% 1,643,004 $15.5M
Citigroup Inc. 0.01% Add +6.3% 1,634,959 $15.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +30.5% 1,607,788 $15.1M
Raymond James Financial Inc. 0.01% Add +19.9% 1,559,231 $14.7M
Thornburg Investment Management Inc. 0.18% Reduce -8.1% 1,506,524 $14.2M
Sellaronda Global Management LP 12.38% No change 1,500,000 $14.1M
Comerica Bank 0.05% Add +19.2% 1,364,168 $12.8M
Natixis Advisors, LLC 0.02% Add +950.1% 1,295,382 $12.2M
ICONIQ Capital, LLC 0.18% No change 1,160,847 $10.9M
Susquehanna Portfolio Strategies, LLC 0.23% New 1,134,793 $10.7M
Shannon River Fund Management LLC 1.56% New 1,077,802 $10.1M
Pembroke Management, LTD 1.22% Reduce -2.5% 1,067,483 $10.0M
Susquehanna International Group, LLP 0.01% Reduce -38.1% 1,030,184 $9.7M
Duquesne Family Office 0.24% Reduce -82.0% 1,007,944 $9.5M
Jain Global LLC 0.15% Reduce -35.0% 999,880 $9.4M
Cramer Rosenthal McGlynn LLC 0.65% Add +8.4% 998,755 $9.4M
Cooper Creek Partners Management LLC 0.31% New 996,000 $9.4M
Swiss National Bank 0.01% Add +14.2% 944,200 $8.9M
Wells Fargo & Company 0.00% Add +7.6% 933,783 $8.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +5.9% 913,532 $8.6M
Nuveen, LLC 0.00% Reduce -15.2% 906,455 $8.5M
First Trust Advisors LP 0.01% Reduce -5.9% 895,759 $8.4M
2Xideas AG 1.44% Reduce -1.5% 885,722 $8.3M
Pennant Investors, LP 2.48% Reduce -16.8% 881,502 $8.3M
Segall Bryant & Hamill, LLC 0.11% Reduce -38.6% 868,914 $8.2M
Gotham Asset Management 0.05% Add +21.0% 858,612 $8.1M
Granite Investment Partners, LLC 0.36% Reduce -13.7% 790,747 $7.4M
Investment House LLC 0.37% Add +42.6% 786,825 $7.4M
TFJ Management, LLC 5.68% Add +4.3% 773,297 $7.3M
Pacer Advisors, Inc. 0.02% Reduce -1.9% 732,636 $6.9M
Russell Investments Group, Ltd. 0.01% Add +6.7% 732,413 $6.9M
BNP Paribas Financial Markets 0.01% Add +299.3% 729,372 $6.9M
Rockbridge Asset Management LLC 3.65% Add +47.9% 681,249 $6.4M
Kennedy Capital Management LLC 0.15% New 678,383 $6.4M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -17.3% 628,312 $5.9M
Oppenheimer Asset Management Inc. 0.07% Reduce -1.9% 621,346 $5.8M
Invesco Ltd. 0.00% Add +19.0% 621,049 $5.8M
Kornitzer Capital Management Inc. 0.12% New 610,000 $5.7M
HighTower Advisors, LLC 0.01% Reduce -0.8% 580,411 $5.5M
Legal & General Group Plc 0.00% Add +18.4% 549,483 $5.2M
Advantage Alpha Capital Partners LP 1.24% Reduce -22.0% 489,799 $4.6M
Stanley-Laman Group, Ltd. 0.68% Add +16.2% 488,634 $4.6M
OP Asset Management Ltd 0.07% No change 485,437 $4.6M
California State Teachers Retirement System 0.00% Add +18.7% 448,753 $4.2M
Rhumbline Advisers 0.00% Add +8.1% 448,192 $4.2M
Norris Perne & French LLP 0.29% Add +5.4% 439,871 $4.1M
Balyasny Asset Management L.P. 0.01% New 403,430 $3.8M
Truist Financial Corp. 0.01% Reduce -1.3% 402,821 $3.8M
McMorgan & Co. LLC 0.56% Add +3.2% 401,197 $3.8M
Homestead Advisers Corp 0.08% Add +36.0% 374,000 $3.5M
Commonwealth Equity Services, LLC 0.00% Add +0.9% 358,588 $3.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +1.9% 350,660 $3.3M
Millennium Management 0.00% Reduce -84.0% 340,096 $3.2M
Verition Fund Management LLC 0.02% Add +5.7% 329,425 $3.1M
Monashee Investment Management LLC 1.68% New 325,000 $3.1M
Squarepoint Ops LLC 0.01% Reduce -1.4% 314,101 $3.0M
Holocene Advisors, LP 0.01% Add +244.9% 304,831 $2.9M
Blair William & Co. 0.01% Reduce -6.3% 300,672 $2.8M
Synovus Financial Corp. 0.03% Reduce -11.3% 283,108 $2.7M
Lazard Asset Management LLC 0.00% New 269,624 $2.5M
PDT Partners, LLC 0.14% New 268,039 $2.5M
Lockheed Martin Investment Management Co. 0.09% No change 266,442 $2.5M
Treasurer of the State of North Carolina 0.01% Add +9.7% 241,848 $2.3M
MML Investors Services, LLC 0.01% Add +9.2% 240,416 $2.3M
Stifel Financial Corp. 0.00% Add +21.4% 236,221 $2.2M
CenterBook Partners LP 0.12% New 220,946 $2.1M
Johnson Investment Counsel Inc. 0.02% New 216,632 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% Add +51.3% 215,389 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +13.2% 214,028 $2.0M
Alliancebernstein L.P. 0.00% Add +5.4% 202,011 $1.9M
Police & Firemen's Retirement System of New Jersey 0.02% Add +15.4% 195,473 $1.8M
Brasada Capital Management, LP 0.31% Reduce -5.2% 187,429 $1.8M
Teacher Retirement System of Texas 0.01% Reduce -2.6% 180,009 $1.7M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -17.8% 178,246 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -32.0% 176,551 $1.7M
Cerity Partners LLC 0.00% Add +1.9% 176,115 $1.7M
Leonteq Securities AG 0.10% New 174,769 $1.6M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.2% 171,913 $1.6M
Cache Advisors, LLC 0.44% Add +47.4% 171,091 $1.6M
State Board of Administration of Florida Retirement System 0.00% Reduce -1.7% 170,180 $1.6M
Public Employees Retirement System of Ohio 0.01% Add +8.8% 161,979 $1.5M
State of Wisconsin Investment Board 0.00% Add +1.8% 152,345 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +36.8% 151,581 $1.4M
AQR Capital Management 0.00% Add +111.3% 150,926 $1.4M
Manufacturers Life Insurance Company, The 0.00% Add +20.0% 147,414 $1.4M
Arizona State Retirement System 0.01% Add +17.9% 144,229 $1.4M
LPL Financial LLC 0.00% Add +19.1% 142,584 $1.3M
Torray Investment Partners LLC 0.19% Add +9.6% 141,836 $1.3M
Sterling Capital Management LLC 0.02% Add +420.4% 139,376 $1.3M
Victory Capital Management Inc. 0.00% Add +83.6% 133,418 $1.3M
Pathstone Holdings, LLC 0.00% Add +108.5% 132,833 $1.2M
Longaeva Partners L.P. 0.29% New 125,087 $1.2M
Sound View Wealth Advisors Group, LLC 0.08% No change 120,000 $1.1M
Barclays PLC 0.00% Reduce -49.3% 117,629 $1.1M
Handelsbanken Fonder AB 0.00% No change 115,100 $1.1M
KLP Kapitalforvaltning As 0.00% Add +14.8% 104,100 $980K
Glenmede Investment Management, LP 0.00% — 103,531 $974K
FMR LLC 0.00% Reduce -18.2% 102,026 $960K
Lakeshore Financial Planning, Inc. 0.38% No change 99,620 $937K
Ensign Peak Advisors, Inc 0.00% No change 94,450 $889K
Resona Asset Management Co.,Ltd. 0.00% Add +25.8% 93,344 $878K
Two Sigma Securities, LLC 0.10% New 89,766 $845K
Park Avenue Securities LLC 0.01% Reduce -1.4% 85,028 $800K
Pictet Asset Management Holding SA 0.00% Add +17.5% 79,212 $745K
Delphi Financial Group, Inc. 0.52% No change 76,529 $720K
Dark Forest Capital Management LP 0.03% Reduce -82.9% 75,194 $708K
Mariner, LLC 0.00% Add +39.9% 73,585 $692K
Corient Private Wealth LP 0.00% Reduce -39.3% 71,554 $673K
Quantinno Capital Management LP 0.00% Add +90.5% 71,184 $670K
Samjo Management, LLC 0.28% New 70,000 $659K
Avenir Corp. 0.06% Reduce -8.2% 65,922 $620K
Entropy Technologies, LP 0.05% Reduce -54.2% 63,397 $597K
Lake Hills Wealth Management, LLC 0.34% New 62,932 $592K
Voya Investment Management LLC 0.00% Reduce -3.9% 57,844 $544K
Atria Investments, Inc 0.01% Reduce -36.1% 57,162 $538K
Cetera Investment Advisers 0.00% Add +9.2% 54,720 $515K
New York Life Investment Management LLC 0.00% New 52,370 $493K
Siren, L.L.C. 0.02% New 50,000 $471K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.5% 49,519 $466K
Amundi 0.00% Add +154.4% 47,468 $456K
Brevan Howard Capital Management LP 0.00% New 46,328 $436K
Bank of Montreal 0.00% Add +118.1% 45,567 $429K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.2% 43,573 $425K
Prudential Financial Inc. 0.00% Add +38.8% 38,637 $421K
Axq Capital, LP 0.13% Reduce -22.3% 43,111 $406K
NewEdge Advisors, LLC 0.00% Reduce -1.6% 42,902 $404K
Polen Capital Management LLC 0.00% Reduce -92.4% 41,498 $390K
US Bancorp \de 0.00% Reduce -3.1% 40,838 $384K
&partners 0.00% Add +57.1% 40,051 $377K
EntryPoint Capital, LLC 0.18% Reduce -37.1% 37,223 $350K
Captrust Financial Advisors 0.00% Add +81.6% 35,928 $338K
PNC Financial Services Group, Inc. 0.00% Reduce -1.2% 35,609 $335K
Creative Planning 0.00% New 35,244 $332K
Baird Financial Group, Inc. 0.00% Add +16.0% 33,425 $315K
Public Employees Retirement Association of Colorado 0.00% No change 33,278 $313K
Hardy Reed LLC 0.02% Add +35.0% 32,339 $304K
Trust Point Inc. 0.03% Reduce -13.8% 32,009 $301K
Fifth Third Bancorp 0.00% Reduce -25.1% 31,199 $294K
Avantax Advisory Services, Inc. 0.00% Add +50.1% 30,140 $284K
Principal Securities, Inc. 0.01% Add +5.7% 30,000 $282K
Capstone Investment Advisors, LLC 0.00% New 29,500 $278K
HighPoint Advisor Group LLC 0.01% Reduce -0.7% 29,286 $276K
Regions Financial Corp. 0.00% Reduce -2.0% 29,135 $274K
Marshall Wace, LLP 0.00% Add +166.4% 29,033 $273K
Jump Financial, LLC 0.00% New 28,770 $271K
Utah Retirement Systems 0.00% Add +6.0% 27,368 $258K
Global Retirement Partners, LLC 0.01% — 27,027 $254K
Amalgamated Bank 0.00% Add +2.2% 25,423 $239K
Xponance LLC 0.00% Add +10.0% 25,141 $237K
Rockefeller Capital Management L.P. 0.00% Add +1.2% 25,127 $236K
Blueshift Asset Management, LLC 0.07% Add +12.3% 24,927 $235K
Chicago Partners Investment Group LLC 0.01% Add +18.4% 23,389 $234K
Claret Asset Management Corp 0.03% New 24,718 $233K
K.J. Harrison & Partners Inc 0.04% No change 24,700 $232K
OneDigital Investment Advisors LLC 0.00% Add +2.2% 24,699 $232K
Vanguard Personalized Indexing Management, LLC 0.00% Add +93.2% 24,622 $232K
Wealth Alliance, LLC 0.03% Add +52.0% 23,940 $225K
Janney Capital Management LLC 0.01% Reduce -7.9% 23,471 $221K
Gilbert & Cook, Inc. 0.03% Add +0.2% 23,257 $219K
Bailard, Inc. 0.00% New 21,900 $206K
Stephens Inc. 0.00% Reduce -14.9% 21,310 $201K
Maryland State Retirement & Pension System 0.00% No change 21,131 $199K
Deutsche Bank AG 0.00% Reduce -13.6% 21,027 $198K
Headlands Technologies LLC 0.02% Reduce -63.0% 20,523 $193K
Forum Financial Management, LP 0.00% Add +46.5% 20,086 $189K
Perbak Capital Partners LLP 0.04% New 19,932 $188K
Coldstream Capital Management Inc. 0.00% Reduce -12.9% 19,927 $188K
Wrapmanager Inc. 0.05% Reduce -12.9% 19,919 $187K
CIBC Asset Management Inc 0.00% No change 19,418 $183K
Parkside Financial Bank & Trust 0.02% Add +44.8% 18,967 $178K
Keybank National Association 0.00% Add +0.6% 18,466 $174K
Catalyst Funds Management Pty Ltd 0.05% Reduce -56.9% 18,030 $170K
Lindenwold Advisors, INC 0.08% Add +19.7% 16,920 $159K
Teza Capital Management LLC 0.12% New 16,511 $155K
Marco Investment Management LLC 0.01% Add +22.8% 16,300 $153K
HSBC Holdings PLC 0.00% Reduce -84.9% 15,713 $148K
Central Pacific Bank - Trust Division 0.02% Reduce -5.0% 15,720 $148K
Hilltop National Bank 0.04% — 15,571 $147K
Campbell & CO Investment Adviser LLC 0.01% Reduce -27.6% 15,511 $146K
Icon Wealth Advisors, LLC 0.01% New 14,832 $140K
Baker Tilly Wealth Management, LLC 0.05% Reduce -0.9% 14,121 $133K
Vident Advisory, LLC 0.00% New 14,054 $132K
Associated Banc-Corp 0.00% Reduce -20.6% 13,742 $129K
Valeo Financial Advisors, LLC 0.00% Add +20.8% 13,389 $126K
Fiduciary Trust Co 0.00% Add +1.4% 13,351 $126K
NorthCoast Asset Management LLC 0.00% Reduce -3.4% 13,248 $125K
Swiss Life Asset Management Ltd 0.00% New 12,892 $121K
Sanctuary Advisors, LLC 0.00% Reduce -66.3% 12,843 $121K
Marks Group Wealth Management, Inc 0.01% No change 12,486 $117K
Intellectus Partners, LLC 0.03% New 12,400 $117K
STRS Ohio 0.00% Reduce -92.6% 12,375 $116K
KBC Group NV 0.00% Reduce -39.6% 12,231 $115K
Walleye Capital LLC 0.00% New 12,041 $113K
Curated Wealth Partners LLC 0.01% Reduce -16.2% 11,958 $113K
Praxis Investment Management Inc. 0.01% No change 11,410 $107K
Arax Advisory Partners 0.00% Add +14.4% 11,341 $107K
Machina Capital S.A.S. 0.02% Add +3.7% 11,261 $106K
Advisory Services Network, LLC 0.00% New 10,008 $97K
Kestra Advisory Services, LLC 0.00% Add +0.5% 10,275 $97K
Tocqueville Asset Management L.P. 0.00% No change 10,000 $94K
State of Wyoming 0.01% Reduce -65.8% 9,927 $93K
Danske Bank A/S 0.00% New 9,800 $92K
MetLife Investment Management, LLC 0.00% Reduce -0.4% 8,625 $81K
Lanark Financial, Inc. 0.01% Reduce -87.2% 8,133 $76K
Advisors Asset Management, Inc. 0.00% Add +18.3% 7,806 $73K
Strategic Wealth Partners, Ltd. 0.01% — 7,143 $67K
First Horizon Advisors, Inc. 0.00% Add +134.8% 6,409 $60K
Group One Trading LLC 0.00% Reduce -55.2% 6,120 $58K
Huntington National Bank 0.00% Add +0.4% 5,875 $55K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 5,166 $49K
Larson Financial Group LLC 0.00% Add +733.1% 3,949 $37K
Park Place Capital Corp 0.01% Add +47.6% 3,806 $36K
Banque Cantonale Vaudoise 0.00% Reduce -9.4% 3,732 $35K
GAMMA Investing LLC 0.00% Add +13.8% 3,134 $29K
Osaic Holdings, Inc. 0.00% Add +293.7% 3,083 $29K
TD Private Client Wealth LLC 0.00% Add +6.1% 2,814 $26K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 2,688 $25K
Signaturefd, LLC 0.00% Add +39.3% 2,647 $25K
Optiver Holding B.V. 0.00% New 2,387 $22K
Steward Partners Investment Advisory, LLC 0.00% Add +4.9% 1,835 $17K
Financial Management Professionals, Inc. 0.00% Reduce -62.3% 1,601 $15K
EverSource Wealth Advisors, LLC 0.00% Add +1233.6% 1,467 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -76.6% 1,397 $13K
Jones Financial Companies LLLP 0.00% Add +47.2% 1,325 $12K
CIBC Private Wealth Group LLC 0.00% Reduce -5.4% 1,037 $10K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -30.6% 959 $9K
Cwm, LLC 0.00% Add +2.3% 975 $9K
MAI Capital Management 0.00% Reduce -11.4% 946 $9K
Hurley Capital, LLC 0.01% No change 813 $8K
Covestor Ltd 0.00% Reduce -1.6% 748 $7K
State of Alaska, Department of Revenue 0.00% No change 653 $6K
Federation des caisses Desjardins du Quebec 0.00% No change 600 $6K
Iron Horse Wealth Management, LLC 0.00% No change 588 $6K
Brooklyn Investment Group 0.00% Add +328.6% 570 $5K
Hantz Financial Services, Inc. 0.00% New 512 $5K
Smartleaf Asset Management LLC 0.00% Reduce -94.3% 531 $5K
Spire Wealth Management 0.00% Add +8.7% 498 $5K
Clearstead Trust, LLC 0.00% New 464 $4K
Private Wealth Management Group, LLC 0.00% New 359 $3K
Parallel Advisors, LLC 0.00% Add +11.2% 308 $3K
Asset Dedication, LLC 0.00% New 300 $3K
Private Trust Co. NA 0.00% Reduce -49.9% 288 $3K
Millstone Evans Group, LLC 0.00% New 287 $3K
Versant Capital Management, Inc 0.00% New 277 $3K
Fortitude Family Office, LLC 0.00% New 266 $3K
IFP Advisors, Inc 0.00% Reduce -13.2% 151 $2K
UMB Bank, n.a. 0.00% New 173 $2K
Kilter Group LLC 0.00% New 168 $2K
Farther Finance Advisors, LLC 0.00% Add +237.5% 162 $2K
MassMutual Private Wealth & Trust, FSB 0.00% New 140 $1K
Ancora Advisors LLC 0.00% New 140 $1K
Sachetta, LLC 0.00% New 136 $1K
Rothschild Investment LLC 0.00% Reduce -74.7% 130 $1K
Bell Investment Advisors, Inc 0.00% Reduce -67.4% 120 $1K
Bellevue Asset Management, LLC 0.00% No change 120 $1K
Blue Trust, Inc. 0.00% Reduce -86.3% 115 $1K
Capital Advisors, Ltd. LLC 0.00% New 69 $1K
Hemington Wealth Management 0.00% Add +326.9% 111 $1K
AlphaQuest LLC 0.00% Reduce -98.1% 99 $932
Assetmark, Inc. 0.00% New 81 $762
Allworth Financial LP 0.00% Reduce -81.5% 78 $734
Montag A & Associates Inc. 0.00% Reduce -45.3% 70 $663
Bogart Wealth, LLC 0.00% New 59 $555
DecisionPoint Financial, LLC 0.00% New 37 $348
SBI Securities Co., Ltd. 0.00% Add +16.1% 36 $339
DiNuzzo Private Wealth, Inc. 0.00% Add +1500.0% 32 $302
Cromwell Holdings LLC 0.00% New 28 $263
Bruce G. Allen Investments, LLC 0.00% New 23 $216
JFS Wealth Advisors, LLC 0.00% Reduce -23.1% 20 $189
SJS Investment Consulting Inc. 0.00% Add +200.0% 15 $142
Bay Harbor Wealth Management, LLC 0.00% Add +650.0% 15 $141
MV Capital Management, Inc. 0.00% New 14 $132
Rialto Wealth Management, LLC 0.00% New 12 $113
HFM Investment Advisors, LLC 0.00% Add +450.0% 11 $104
Parkworth Wealth Management, Inc. 0.00% New 9 $85
AdvisorNet Financial, Inc 0.00% Reduce -75.0% 8 $75
Truvestments Capital LLC 0.00% New 1 $13
Caitong International Asset Management Co., Ltd 0.00% Reduce -100.0% 1 $9

"% of holder's portfolio" is CCC's weight in each manager's 13F, not the share of CCC Intelligent Solutions Ho the manager owns.