CCC Intelligent Solutions HoCCC

13F holders, Q4 2025 (December 31)
346holders −8
55new positions
68sold out
6famous investors
$7.95avg. 13F price*

At the end of Q4 2025, 346 institutions reported holding CCC Intelligent Solutions Ho (CCC) in their 13F filings, down 8 from Q3 2025. 55 opened new positions and 68 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($593.6M), Vanguard Group Inc. ($533.7M) and Principal Financial Group Inc. ($291.4M). 6 famous investors held it, including Chuck Akre (2.2% of Akre Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions55$90.9M
Exits68$573.0M

All 13F filers, Q3 2025 → Q4 2025: 104,251,946 shares bought and 119,861,836 shares sold, net −15,609,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 346 holders

T. Rowe Price Investment Management, Inc. 0.38% Add +11.8% 74,672,379 $593.6M
Vanguard Group Inc. 0.01% Add +1.9% 67,130,007 $533.7M
Principal Financial Group Inc. 0.15% Reduce -4.3% 36,659,010 $291.4M
T. Rowe Price Associates Inc. 0.03% Reduce -1.4% 29,825,900 $237.1M
BlackRock, Inc. 0.00% Add +5.7% 27,230,628 $216.5M
Akre Capital Management 2.16% Add +52.6% 24,836,984 $197.5M
Wasatch Advisors LP 1.08% Add +12.1% 22,790,992 $181.2M
Brown Advisory Inc. 0.22% Reduce -0.4% 19,774,972 $157.2M
PointState Capital LP 2.57% Add +15.6% 18,925,086 $150.5M
Artisan Partners Limited Partnership 0.18% Reduce -47.8% 15,201,766 $120.9M
Barclays PLC 0.04% Add +1580.2% 14,022,737 $111.5M
Clarkston Capital Partners, LLC 2.54% Add +70.3% 13,790,515 $109.6M
Bank of America Corp. 0.01% Add +33.2% 13,679,666 $108.8M
Conestoga Capital Advisors, LLC 1.68% Add +17.9% 12,530,897 $99.6M
Neuberger Berman Group LLC 0.07% Add +51.0% 12,258,286 $97.5M
Morgan Stanley 0.01% Reduce -7.3% 12,233,467 $97.3M
Edmond DE Rothschild Holding S.A. 1.36% Add +32.2% 12,044,029 $95.8M
Van Berkom & Associates Inc. 2.68% Add +22.9% 11,700,848 $93.0M
State Street Corp. 0.00% Add +1.8% 10,591,985 $84.2M
Dimensional Fund Advisors LP 0.02% Reduce -1.1% 10,347,889 $82.3M
Geode Capital Management, LLC 0.01% Add +6.1% 10,252,928 $81.5M
Pinebridge Investments LLC 0.55% — 9,462,452 $75.2M
Dragoneer Investment Group, LLC 1.59% No change 9,196,301 $73.1M
Alfreton Capital LLP 29.44% Add +25.7% 8,800,000 $70.0M
Bessemer Group Inc. 0.10% Reduce -43.1% 8,379,017 $66.6M
Norges Bank 0.01% — 7,000,986 $55.7M
Brown Brothers Harriman & Co. 0.28% Add +0.3% 6,545,624 $52.0M
Charles Schwab Investment Management Inc. 0.01% Add +15.4% 6,429,598 $51.1M
Vaughan Nelson Investment Management, L.P. 0.49% Add +6.6% 6,334,100 $50.4M
JPMorgan Chase & Co. 0.00% Add +13.1% 6,184,862 $49.2M
London Co. of Virginia 0.26% Add +73.3% 5,733,903 $45.6M
UBS Group AG 0.01% Add +22.3% 5,375,215 $42.7M
Riverbridge Partners LLC 0.76% Reduce -17.3% 5,120,480 $40.7M
Triple Frond Partners LLC 3.97% Add +31.1% 4,805,036 $38.2M
Citadel Advisors 0.03% Add +1554.5% 4,780,143 $38.0M
Ameriprise Financial Inc. 0.01% Reduce -2.7% 4,692,955 $37.3M
TD Asset Management Inc 0.03% Add +4.6% 4,575,894 $36.4M
Focus Partners Wealth 0.04% Add +88.5% 4,337,131 $34.5M
Massachusetts Financial Services Co. 0.01% Reduce -5.0% 4,062,487 $32.3M
Sei Investments Co. 0.03% Add +1.5% 4,034,485 $32.1M
Palisade Capital Management, LP 0.99% Add +0.0% 3,740,484 $29.7M
Schroder Investment Management Group 0.02% Add +32.0% 3,658,369 $29.3M
Snyder Capital Management L P 0.52% Add +31.2% 3,500,737 $27.8M
Fort Washington Investment Advisors Inc. 0.15% Add +57.0% 3,456,893 $27.5M
CI Investments Inc. 0.12% Reduce -6.6% 3,346,791 $26.6M
Northern Trust Corp. 0.00% Reduce -3.7% 3,180,538 $25.3M
Ninety One UK Ltd 0.05% Add +48.9% 2,867,339 $22.8M
Royal Bank of Canada 0.00% Add +30.3% 2,818,196 $22.4M
Pennant Investors, LP 5.17% Add +225.2% 2,671,502 $21.2M
Silvercrest Asset Management Group LLC 0.14% Reduce -1.6% 2,567,056 $20.4M
Nomura Holdings Inc. 0.05% New 2,401,570 $19.1M
Mariner, LLC 0.02% Add +3524.8% 2,231,529 $17.7M
Gotham Asset Management 0.06% Add +29.3% 2,084,455 $16.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +19.4% 2,043,427 $16.2M
Sunriver Management LLC 1.67% New 2,000,000 $15.9M
Bank of New York Mellon Corp 0.00% Add +9.2% 1,865,989 $14.8M
Pacer Advisors, Inc. 0.04% New 1,813,355 $14.4M
Summit Creek Advisors LLC 2.22% Reduce -7.6% 1,772,645 $14.1M
Envestnet Asset Management Inc. 0.00% Reduce -40.0% 1,744,860 $13.9M
Comerica Bank 0.06% Add +27.1% 1,738,959 $13.8M
New York State Common Retirement Fund 0.02% Reduce -49.3% 1,631,908 $13.0M
Ancora Advisors LLC 0.25% Add +1093657.1% 1,531,260 $12.2M
Russell Investments Group, Ltd. 0.01% Add +125.3% 1,505,341 $12.0M
First Trust Advisors LP 0.01% Add +65.1% 1,409,682 $11.2M
Schonfeld Strategic Advisors LLC 0.06% Add +1802.8% 1,393,554 $11.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5.6% 1,314,252 $10.4M
Citigroup Inc. 0.01% Add +35.2% 1,210,430 $9.6M
Raymond James Financial Inc. 0.00% Reduce -25.1% 1,196,169 $9.5M
ICONIQ Capital, LLC 0.14% No change 1,160,847 $9.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -62.4% 1,162,443 $9.1M
Swiss National Bank 0.01% Add +13.9% 1,091,500 $8.7M
Nuveen, LLC 0.00% Add +15.9% 1,077,878 $8.6M
Shannon River Fund Management LLC 1.34% No change 1,075,546 $8.6M
GW&K Investment Management, LLC 0.07% Reduce -83.8% 1,072,491 $8.5M
Natixis Advisors, LLC 0.01% Reduce -36.9% 1,009,189 $8.0M
Seven Grand Managers, LLC 0.61% New 1,000,000 $8.0M
Wells Fargo & Company 0.00% Reduce -33.7% 986,779 $7.8M
Thornburg Investment Management Inc. 0.09% Reduce -35.7% 938,688 $7.5M
Invesco Ltd. 0.00% Add +24.0% 925,618 $7.4M
Wellington Management Group LLP 0.00% Reduce -76.3% 884,584 $7.0M
Roubaix Capital, LLC 2.66% Add +209.8% 786,127 $6.2M
OP Asset Management Ltd 0.07% Add +69.0% 757,719 $6.0M
2Xideas AG 1.69% Reduce -12.2% 756,778 $6.0M
Cramer Rosenthal McGlynn LLC 0.38% Reduce -18.0% 743,172 $5.9M
Neo Ivy Capital Management 0.92% New 733,624 $5.8M
Quantinno Capital Management LP 0.01% Add +257.7% 721,953 $5.7M
Rockbridge Asset Management LLC 3.48% Add +78.5% 721,499 $5.7M
Goldman Sachs Group Inc. 0.00% Reduce -2.4% 688,483 $5.5M
Granite Investment Partners, LLC 0.32% Add +20.4% 679,635 $5.4M
Edgestream Partners, L.P. 0.15% New 663,227 $5.3M
Susquehanna International Group, LLP 0.01% Reduce -77.6% 630,787 $5.0M
HighTower Advisors, LLC 0.00% Reduce -2.1% 542,819 $4.3M
Segall Bryant & Hamill, LLC 0.06% Add +39.6% 535,525 $4.3M
Legal & General Group Plc 0.00% Reduce -1.2% 530,855 $4.2M
Public Employees Retirement System of Ohio 0.01% Add +24.5% 527,374 $4.2M
California State Teachers Retirement System 0.00% Add +11.4% 524,025 $4.2M
Stanley-Laman Group, Ltd. 0.53% Reduce -4.0% 522,287 $4.2M
Oppenheimer Asset Management Inc. 0.05% Reduce -19.0% 501,173 $4.0M
Marshall Wace, LLP 0.00% Reduce -77.7% 476,488 $3.8M
Holocene Advisors, LP 0.01% Add +25.3% 468,485 $3.7M
Rhumbline Advisers 0.00% Add +2.3% 452,027 $3.6M
Bridgewater Associates 0.01% Add +882.0% 434,661 $3.5M
Agf Management Ltd. 0.01% New 414,766 $3.3M
Pinnacle Financial Partners, Inc. 0.02% — 396,686 $3.2M
Blair William & Co. 0.01% Add +27.4% 387,864 $3.1M
Homestead Advisers Corp 0.08% No change 374,000 $3.0M
XTX Topco Ltd 0.08% Add +434.1% 365,618 $2.9M
Commonwealth Equity Services, LLC 0.00% Reduce -1.2% 355,400 $2.8M
BNP Paribas Financial Markets 0.00% Add +218.3% 348,717 $2.8M
Millennium Management 0.00% Reduce -88.3% 341,484 $2.7M
Johnson Investment Counsel Inc. 0.02% Reduce -5.9% 312,319 $2.5M
CenterBook Partners LP 0.12% New 305,933 $2.4M
Lazard Asset Management LLC 0.00% Add +0.2% 300,870 $2.4M
Kornitzer Capital Management Inc. 0.05% Reduce -50.8% 300,000 $2.4M
State of New Jersey Common Pension Fund D 0.01% Add +38.6% 299,980 $2.4M
Balyasny Asset Management L.P. 0.00% Reduce -36.7% 298,530 $2.4M
Amundi 0.00% Add +1.7% 292,647 $2.3M
Natixis 0.01% New 280,860 $2.2M
Stifel Financial Corp. 0.00% Add +21.9% 277,817 $2.2M
Jain Global LLC 0.02% Reduce -12.6% 261,503 $2.1M
Janus Henderson Group PLC 0.00% Reduce -94.7% 261,291 $2.1M
State Board of Administration of Florida Retirement System 0.00% Add +16.7% 253,475 $2.0M
Sterling Capital Management LLC 0.03% No change 251,329 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% Add +30.8% 251,295 $2.0M
Police & Firemen's Retirement System of New Jersey 0.02% Add +2.4% 245,793 $2.0M
Treasurer of the State of North Carolina 0.01% Reduce -2.8% 239,317 $1.9M
HSBC Holdings PLC 0.00% Add +1503.8% 217,447 $1.9M
Torray Investment Partners LLC 0.26% Add +25.6% 210,857 $1.7M
Handelsbanken Fonder AB 0.00% Add +74.8% 201,200 $1.6M
AQR Capital Management 0.00% Add +136.8% 200,528 $1.6M
MML Investors Services, LLC 0.00% Reduce -18.9% 199,788 $1.6M
Alliancebernstein L.P. 0.00% Reduce -14.7% 182,691 $1.5M
Investment House LLC 0.07% Reduce -78.6% 179,750 $1.4M
Man Group plc 0.00% New 178,001 $1.4M
Verition Fund Management LLC 0.01% Reduce -46.6% 175,923 $1.4M
Brevan Howard Capital Management LP 0.03% New 170,935 $1.4M
Exane Asset Management 0.28% Add +75.6% 144,241 $1.3M
Susquehanna Fundamental Investments, LLC 0.05% New 168,199 $1.3M
Mackenzie Financial Corp. 0.00% New 163,748 $1.3M
State of Wisconsin Investment Board 0.00% Add +14.5% 163,209 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.6% 160,034 $1.3M
Arizona State Retirement System 0.01% Add +5.6% 154,316 $1.2M
Aquatic Capital Management LLC 0.03% New 141,681 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +3.1% 133,373 $1.1M
VARCOV Co. 0.39% — 124,574 $990K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -59.9% 119,654 $954K
LPL Financial LLC 0.00% Reduce -31.7% 118,269 $940K
KLP Kapitalforvaltning As 0.00% Add +13.5% 118,200 $940K
Sound View Wealth Advisors Group, LLC 0.06% No change 105,000 $835K
Teacher Retirement System of Texas 0.00% Reduce -34.1% 100,371 $798K
Third View Private Wealth, LLC 0.11% — 99,677 $792K
Glenmede Trust Co. NA 0.00% — 93,662 $745K
Capstone Investment Advisors, LLC 0.01% New 93,645 $744K
Resona Asset Management Co.,Ltd. 0.00% Add +3.0% 89,929 $715K
Mirabella Financial Services LLP 0.07% New 86,544 $688K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -45.5% 84,527 $672K
Pathstone Holdings, LLC 0.00% Reduce -41.2% 81,812 $650K
M&T Bank Corp 0.00% Add +13.9% 79,974 $635K
Pictet Asset Management Holding SA 0.00% Add +17.9% 77,453 $616K
Delphi Financial Group, Inc. 0.31% No change 76,529 $608K
Jane Street Group, LLC 0.00% Reduce -94.9% 74,459 $592K
Canada Pension Plan Investment Board 0.00% New 74,000 $588K
Laurus Global Equity Management Inc. 0.48% New 73,520 $584K
NewEdge Advisors, LLC 0.00% Reduce -3.2% 72,133 $573K
Victory Capital Management Inc. 0.00% Reduce -52.6% 69,413 $552K
Cetera Investment Advisers 0.00% Reduce -26.9% 68,180 $542K
Voleon Capital Management LP 0.01% New 67,842 $539K
Avenir Corp. 0.06% No change 65,772 $523K
Bridgefront Capital, LLC 0.13% New 64,939 $516K
Oak Thistle LLC 0.06% New 58,745 $467K
Lakeshore Financial Planning, Inc. 0.17% Reduce -41.3% 58,520 $465K
FMR LLC 0.00% Reduce -30.0% 57,484 $457K
Callan Family Office, LLC 0.01% New 57,002 $453K
Bank of Nova Scotia 0.00% New 55,725 $443K
Evergreen Capital Management LLC 0.01% Add +101.3% 52,111 $414K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.9% 49,415 $410K
Entropy Technologies, LP 0.02% New 51,319 $408K
Perbak Capital Partners LLP 0.12% Reduce -56.6% 51,232 $407K
New York Life Investment Management LLC 0.00% Add +0.3% 50,995 $405K
Creative Planning 0.00% Add +92.7% 50,117 $398K
SG Americas Securities, LLC 0.00% Reduce -48.7% 49,019 $390K
Dark Forest Capital Management LP 0.02% New 47,034 $374K
Federation des caisses Desjardins du Quebec 0.00% Add +36.7% 45,899 $365K
McMorgan & Co. LLC 0.06% Reduce -86.3% 45,126 $359K
Envestnet Portfolio Solutions, Inc. 0.00% Add +12.5% 44,342 $353K
Corient Private Wealth LP 0.00% Reduce -50.1% 39,394 $340K
Voya Investment Management LLC 0.00% Reduce -7.1% 42,224 $336K
Vestmark Advisory Solutions, Inc. 0.00% Add +181.1% 41,332 $329K
Park Avenue Securities LLC 0.00% Reduce -54.2% 40,790 $324K
Ensign Peak Advisors, Inc 0.00% Reduce -57.4% 40,250 $320K
Fred Alger Management, LLC 0.00% New 39,910 $317K
Occudo Quantitative Strategies LP 0.02% Add +71.6% 39,739 $316K
Janney Capital Management LLC 0.02% Add +73.3% 39,642 $315K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -5.4% 36,457 $290K
Atria Investments, Inc 0.00% Reduce -45.5% 35,631 $283K
&partners 0.00% Reduce -18.3% 36,027 $272K
Baird Financial Group, Inc. 0.00% Add +0.9% 33,929 $270K
Trust Point Inc. 0.02% Reduce -2.5% 33,758 $268K
Public Employees Retirement Association of Colorado 0.00% No change 33,278 $265K
Captrust Financial Advisors 0.00% Reduce -15.0% 33,180 $264K
Norris Perne & French LLP 0.02% Reduce -56.4% 32,491 $258K
Deutsche Bank AG 0.00% Add +3.9% 32,405 $258K
Xponance LLC 0.00% Add +10.1% 32,248 $256K
Chicago Partners Investment Group LLC 0.01% Add +31.6% 31,839 $251K
Gilbert & Cook, Inc. 0.03% Add +0.4% 30,496 $242K
Utah Retirement Systems 0.00% Add +4.6% 30,298 $241K
Two Sigma Advisers, LP 0.00% New 29,200 $232K
Principal Securities, Inc. 0.00% Reduce -15.8% 28,849 $229K
Mutual Advisors, LLC 0.00% No change 28,385 $226K
Prelude Capital Management, LLC 0.02% New 28,254 $225K
Truist Financial Corp. 0.00% Reduce -92.7% 27,845 $221K
Amalgamated Bank 0.00% Add +6.0% 27,820 $221K
Prudential Financial Inc. 0.00% Reduce -35.5% 27,462 $218K
Amica Mutual Insurance Co. 0.02% New 27,447 $218K
Bank of Montreal 0.00% Reduce -44.0% 27,076 $215K
Maryland State Retirement & Pension System 0.00% Add +5.9% 26,985 $215K
US Bancorp \de 0.00% Reduce -45.2% 26,405 $210K
Cache Advisors, LLC 0.03% Reduce -36.2% 26,200 $208K
State of Wyoming 0.02% Add +40.0% 25,395 $202K
Swiss Life Asset Management Ltd 0.00% Add +13.5% 25,058 $199K
PNC Financial Services Group, Inc. 0.00% Reduce -26.2% 24,838 $197K
Claret Asset Management Corp 0.02% Reduce -0.2% 24,312 $193K
Central Pacific Bank - Trust Division 0.02% Add +46.4% 24,050 $191K
Praxis Investment Management Inc. 0.01% Add +110.8% 24,056 $191K
Tower Research Capital LLC (TRC) 0.00% Add +400.0% 23,040 $183K
Curated Wealth Partners LLC 0.02% Add +70.8% 22,674 $180K
Atlantic Union Bankshares Corp 0.00% New 22,615 $180K
Rockefeller Capital Management L.P. 0.00% Add +1.8% 21,448 $171K
Global Retirement Partners, LLC 0.00% Reduce -26.1% 21,104 $168K
Keybank National Association 0.00% Add +1.4% 20,996 $167K
Hardy Reed LLC 0.01% Reduce -20.9% 20,307 $161K
North Dakota State Investment Board 0.01% — 19,424 $154K
CIBC Asset Management Inc 0.00% No change 19,418 $154K
Lombard Odier Asset Management (USA) Corp 0.08% Reduce -56.4% 19,403 $154K
Empowered Funds, LLC 0.00% New 18,963 $151K
Elevation Point Wealth Partners, LLC 0.01% Add +28.7% 18,921 $150K
Baker Tilly Wealth Management, LLC 0.04% Add +1.2% 18,111 $144K
Parkside Financial Bank & Trust 0.01% Reduce -6.0% 17,443 $139K
Associated Banc-Corp 0.00% Add +9.4% 16,824 $134K
Stephens Inc. 0.00% Reduce -6.3% 16,317 $130K
Marco Investment Management LLC 0.01% No change 16,300 $130K
Valeo Financial Advisors, LLC 0.00% Add +21.9% 16,032 $127K
Vise Technologies, Inc. 0.00% Add +47.9% 15,850 $126K
Catalyst Funds Management Pty Ltd 0.03% No change 15,630 $124K
Hilltop National Bank 0.03% No change 15,571 $124K
Forum Financial Management, LP 0.00% Reduce -28.8% 15,417 $123K
HUB Investment Partners, LLC 0.00% Reduce -15.8% 15,173 $121K
Marks Group Wealth Management, Inc 0.01% No change 15,137 $120K
Lighthouse Investment Partners, LLC 0.00% New 14,998 $119K
Ethic Inc. 0.00% New 14,717 $117K
SummitTX Capital, L.P. 0.00% New 14,691 $117K
Boothbay Fund Management, LLC 0.00% New 14,638 $116K
Sanctuary Advisors, LLC 0.00% Reduce -4.6% 14,242 $113K
Cresset Asset Management, LLC 0.00% Add +23.4% 13,907 $111K
STRS Ohio 0.00% Add +4.5% 13,682 $109K
Wexford Capital LP 0.03% New 13,021 $104K
Intellectus Partners, LLC 0.02% No change 12,400 $99K
Sequoia Financial Advisors, LLC 0.00% Reduce -15.9% 12,270 $98K
KBC Group NV 0.00% No change 12,231 $97K
Mgo One Seven LLC 0.00% Add +0.9% 11,896 $95K
Icon Wealth Advisors, LLC 0.01% Reduce -15.5% 11,720 $93K
AlphaCore Capital LLC 0.00% New 11,073 $88K
Vident Advisory, LLC 0.00% Reduce -18.8% 11,071 $88K
Machina Capital S.A.S. 0.02% No change 10,661 $85K
Huntington National Bank 0.00% Reduce -1.5% 10,033 $80K
Tocqueville Asset Management L.P. 0.00% No change 10,000 $80K
Danske Bank A/S 0.00% Add +100.0% 9,800 $78K
Arax Advisory Partners 0.00% Reduce -83.8% 9,781 $78K
MetLife Investment Management, LLC 0.00% Add +2.3% 9,349 $74K
Fifth Third Bancorp 0.00% Reduce -14.3% 9,301 $74K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +54.7% 8,289 $66K
Advisors Asset Management, Inc. 0.00% Reduce -1.3% 6,627 $53K
Group One Trading LLC 0.00% Reduce -64.5% 6,282 $50K
TD Private Client Wealth LLC 0.00% Reduce -17.9% 5,865 $47K
Kestra Advisory Services, LLC 0.00% Reduce -57.0% 5,382 $43K
Cwm, LLC 0.00% Add +72.0% 4,274 $34K
Farther Finance Advisors, LLC 0.00% Add +104.9% 4,258 $34K
Signaturefd, LLC 0.00% Add +3.1% 4,150 $33K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -98.9% 3,454 $27K
Salomon & Ludwin, LLC 0.00% New 3,042 $25K
Los Angeles Capital Management LLC 0.00% New 2,807 $25K
GAMMA Investing LLC 0.00% Reduce -24.0% 3,036 $24K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.0% 2,964 $24K
Quarry LP 0.00% New 2,788 $22K
Banque Cantonale Vaudoise 0.00% Reduce -25.2% 2,790 $22K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 2,688 $21K
Park Place Capital Corp 0.00% No change 2,527 $20K
Smartleaf Asset Management LLC 0.00% Reduce -3.8% 1,636 $13K
Clearstead Advisors, LLC 0.00% New 1,525 $12K
Parallel Advisors, LLC 0.00% Add +27.9% 1,454 $12K
Osaic Holdings, Inc. 0.00% Reduce -55.0% 1,452 $12K
Jones Financial Companies LLLP 0.00% Reduce -33.3% 1,325 $11K
Allworth Financial LP 0.00% Add +85.2% 1,250 $10K
EverSource Wealth Advisors, LLC 0.00% Reduce -53.4% 1,239 $10K
Hurley Capital, LLC 0.00% No change 813 $6K
Covestor Ltd 0.00% Add +0.8% 758 $6K
2UniFi Bank 0.00% New 674 $5K
Millstone Evans Group, LLC 0.00% No change 598 $5K
Summit Securities Group LLC 0.00% New 580 $5K
Assetmark, Inc. 0.00% Add +164.3% 571 $5K
Versant Capital Management, Inc 0.00% Reduce -23.8% 549 $4K
Hantz Financial Services, Inc. 0.00% Reduce -16.6% 501 $4K
Meramec Financial Planners, LLC 0.00% — 619 $4K
Larson Financial Group LLC 0.00% Reduce -90.2% 388 $3K
Bell Investment Advisors, Inc 0.00% Add +69.5% 361 $3K
Basecamp Wealth Advisors LLC 0.00% — 347 $3K
CBIZ Investment Advisory Services, LLC 0.00% New 344 $3K
Steward Partners Investment Advisory, LLC 0.00% Add +0.3% 336 $3K
Strategic Wealth Partners, Ltd. 0.00% Reduce -93.5% 304 $2K
Fortitude Family Office, LLC 0.00% Reduce -8.9% 266 $2K
Principia Wealth Advisory, LLC 0.00% New 244 $2K
Rothschild Investment LLC 0.00% Add +52.6% 232 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +65.0% 231 $2K
Root Financial Partners, LLC 0.00% Reduce -62.5% 214 $2K
AdvisorNet Financial, Inc 0.00% Add +2437.5% 203 $2K
Private Wealth Management Group, LLC 0.00% Reduce -48.5% 185 $1K
Rossby Financial, LCC 0.00% New 158 $1K
Keating Financial Advisory Services, Inc. 0.00% — 156 $1K
Bellevue Asset Management, LLC 0.00% No change 152 $1K
MAI Capital Management 0.00% Reduce -76.7% 145 $1K
Quent Capital, LLC 0.00% Reduce -81.0% 142 $1K
Elevation Wealth Partners, LLC 0.00% Add +35.6% 141 $1K
Blue Trust, Inc. 0.00% Add +13.9% 131 $1K
Nisa Investment Advisors, LLC 0.00% Add +1.7% 121 $962
UMB Bank, n.a. 0.00% Reduce -58.1% 90 $716
American Capital Advisory, LLC 0.00% Add +323.8% 89 $708
Quaker Wealth Management, LLC 0.00% New 87 $692
JFS Wealth Advisors, LLC 0.00% Reduce -40.6% 63 $501
Bogart Wealth, LLC 0.00% No change 59 $469
United Financial Planning Group LLC 0.00% New 50 $398
MV Capital Management, Inc. 0.00% Add +257.1% 50 $398
True Wealth Design, LLC 0.00% Add +1125.0% 49 $390
Pinnacle Wealth Planning Services, Inc. 0.00% New 44 $350
DecisionPoint Financial, LLC 0.00% No change 37 $295
Cornerstone Financial Management LLC 0.00% — 37 $294
Transamerica Financial Advisors, LLC 0.00% New 32 $254
SBI Securities Co., Ltd. 0.00% Reduce -16.2% 31 $246
Nemes Rush Group LLC 0.00% New 30 $239
Cromwell Holdings LLC 0.00% No change 28 $223
DiNuzzo Private Wealth, Inc. 0.00% Reduce -44.8% 16 $128
Dunhill Financial, LLC 0.00% New 16 $126
Flagship Harbor Advisors, LLC 0.00% New 12 $95
Optima Capital LLC 0.00% New 12 $95
HFM Investment Advisors, LLC 0.00% Reduce -27.3% 8 $64
Bay Harbor Wealth Management, LLC 0.00% Reduce -20.0% 8 $63
Plante Moran Financial Advisors, LLC 0.00% New 7 $56

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