CCC Intelligent Solutions Holdings Inc.
CCC- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001818201
No open-market purchases or sales by CCC Intelligent Solutions Holdings Inc. insiders were filed in the last 90 days; 355 institutions reported holding it in 13F filings for Q2 2026, worth $3.21B in total; superinvestors Akre Capital Management and Duquesne Family Office hold it.
13F holders, Q3 2024
Institutional positions in CCC Intelligent Solutions Holdings Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 296
- −9 vs. Q2 2024
- Shares held
- 624.2M
- +34.2M (+5.8%) vs. Q2 2024
- Total value
- $6.90B
- +$343.5M (+5.2%) vs. Q2 2024
- New holders
- 48
- 144 more added
- Sold out
- 57
- 79 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CCC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 355 | $3.21B |
| Q1 2026 | 376 | $3.66B |
| Q4 2025 | 346 | $5.49B |
| Q3 2025 | 354 | $6.33B |
| Q2 2025 | 338 | $6.41B |
| Q1 2025 | 338 | $5.91B |
| Q4 2024 | 310 | $7.43B |
| Q3 2024 | 296 | $6.90B |
| Q2 2024 | 307 | $6.75B |
| Q1 2024 | 264 | $7.07B |
| Q4 2023 | 240 | $6.70B |
| Q3 2023 | 187 | $8.28B |
| Q2 2023 | 169 | $6.90B |
| Q1 2023 | 148 | $5.45B |
| Q4 2022 | 133 | $5.22B |
| Q3 2022 | 116 | $5.45B |
| Q2 2022 | 102 | $5.46B |
| Q1 2022 | 68 | $6.55B |
| Q4 2021 | 67 | $6.63B |
| Q3 2021 | 63 | $5.47B |
| Q2 2021 | 1 | $34.9M |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding CCC Intelligent Solutions Holdings Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 46 | $0 | 0.00% | +46 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $23 | 0.00% | −7−77.8% | Reduced |
| SJS Investment Consulting Inc. | 5 | $56 | 0.00% | −14−73.7% | Reduced |
| Skopos Labs, Inc. | 5 | $56 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 12 | $133 | 0.00% | −33−73.3% | Reduced |
| Quest Partners LLC | 48 | $530 | 0.00% | −16,290−99.7% | Reduced |
| Capital Performance Advisors LLP | 69 | $762 | 0.00% | +69 | New |
| Riggs Asset Managment Co. Inc. | 72 | $796 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $862 | 0.00% | +49+169.0% | Added |
| Carolinas Wealth Consulting LLC | 96 | $1.06K | 0.00% | −9−8.6% | Reduced |
| Fortitude Family Office, LLC | 105 | $1.16K | 0.00% | +105 | New |
| Johnson Financial Group, Inc. | 107 | $1.18K | 0.00% | −18−14.4% | Reduced |
| Concord Wealth Partners | 111 | $1.23K | 0.00% | +111 | New |
| Montag A & Associates Inc | 116 | $1.28K | 0.00% | −21−15.3% | Reduced |
| Bellevue Asset Management, LLC | 120 | $1.33K | 0.00% | +18+17.6% | Added |
| Larson Financial Group LLC | 121 | $1.34K | 0.00% | +121 | New |
| Massmutual Trust Co FSB | 146 | $1.61K | 0.00% | +146 | New |
| Private Wealth Management Group, LLC | 161 | $1.78K | 0.00% | +161 | New |
| Steward Partners Investment Advisory, LLC | 181 | $2.00K | 0.00% | +134+285.1% | Added |
| Carolina Wealth Advisors, LLC | 196 | $2.17K | 0.00% | +196 | New |
| EverSource Wealth Advisors, LLC | 224 | $2.48K | 0.00% | +175+357.1% | Added |
| Assetmark, Inc | 235 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 276 | $3.05K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 344 | $3.80K | 0.00% | +344 | New |
| Bokf, NA | 446 | $4.74K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 479 | $5.29K | 0.00% | −1,202−71.5% | Reduced |
| Proequities, Inc. | 488 | $5.39K | 0.00% | −71−12.7% | Reduced |
| Private Trust Co NA | 575 | $6.35K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 588 | $6.50K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 600 | $6.63K | 0.00% | +600 | New |
| Rothschild Investment LLC | 601 | $6.64K | 0.00% | −346−36.5% | Reduced |
| CIBC Private Wealth Group, LLC | 655 | $7.24K | 0.00% | −100−13.2% | Reduced |
| Covestor Ltd | 756 | $8.00K | 0.01% | +1+0.1% | Added |
| GAMMA Investing LLC | 864 | $9.55K | 0.00% | −858−49.8% | Reduced |
| Quent Capital, LLC | 939 | $10.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,010 | $11.2K | 0.00% | +1,010 | New |
| Oarsman Capital, Inc. | 1,130 | $12.5K | 0.00% | +1,130 | New |
| Global Retirement Partners, LLC | 1,245 | $13.8K | 0.00% | +93+8.1% | Added |
| Ronald Blue Trust, Inc. | 1,323 | $14.7K | 0.00% | +496+60.0% | Added |
| CWM, LLC | 1,329 | $15.0K | 0.00% | −1,776−57.2% | Reduced |
| Jones Financial Companies LLLP | 1,430 | $15.9K | 0.00% | +530+58.9% | Added |
| Parallel Advisors, LLC | 1,518 | $16.8K | 0.00% | +1,518 | New |
| Allworth Financial LP | 1,702 | $18.8K | 0.00% | −280−14.1% | Reduced |
| Clearstead Advisors, LLC | 1,919 | $21.2K | 0.00% | −50−2.5% | Reduced |
| Banque Cantonale Vaudoise | 2,366 | $26.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,859 | $31.6K | 0.00% | +1,729+153.0% | Added |
| First Horizon Advisors, Inc. | 3,117 | $34.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,366 | $37.2K | 0.00% | +134+4.1% | Added |
| Park Place Capital Corp | 4,045 | $44.7K | 0.01% | −49−1.2% | Reduced |
| Simplex Trading, LLC | 5,332 | $58.0K | 0.00% | +5,332 | New |
| Smartleaf Asset Management LLC | 5,712 | $63.6K | 0.01% | +1,329+30.3% | Added |
| Huntington National Bank | 5,852 | $64.7K | 0.00% | +1,599+37.6% | Added |
| Hilltop National Bank | 6,912 | $76.4K | 0.02% | +852+14.1% | Added |
| MetLife Investment Management | 7,920 | $87.5K | 0.00% | +384+5.1% | Added |
| Danske Bank A/S | 8,000 | $88.4K | 0.00% | +8,000 | New |
| Tower Research Capital LLC (TRC) | 8,457 | $93.5K | 0.00% | −84,496−90.9% | Reduced |
| Advisor Group Holdings, Inc. | 9,914 | $109.5K | 0.00% | +6,335+177.0% | Added |
| Sandia Investment Management LP | 10,000 | $110.5K | 0.18% | −10,000−50.0% | Reduced |
| Marco Investment Management LLC | 10,225 | $113.0K | 0.01% | +10,225 | New |
| KBC Group NV | 10,314 | $114.0K | 0.00% | +4,637+81.7% | Added |
| JustInvest LLC | 10,441 | $115.4K | 0.00% | +10,441 | New |
| Toroso Investments, LLC | 10,588 | $117.0K | 0.00% | +10,588 | New |
| Citadel Advisors LLC | 11,059 | $122.2K | 0.00% | −3,891,845−99.7% | Reduced |
| M&T Bank Corp | 11,214 | $123.8K | 0.00% | +11,214 | New |
| Marks Group Wealth Management, Inc | 12,486 | $138.0K | 0.01% | +1,838+17.3% | Added |
| American Century Companies Inc | 12,510 | $138.2K | 0.00% | +12,510 | New |
| Capstone Investment Advisors, LLC | 12,537 | $138.5K | 0.00% | −6,070−32.6% | Reduced |
| Parkside Financial Bank & Trust | 12,839 | $141.9K | 0.02% | +990+8.4% | Added |
| Lindenwold Advisors | 13,050 | $144.2K | 0.07% | +2,330+21.7% | Added |
| HSBC Holdings PLC | 13,082 | $144.9K | 0.00% | −7,173−35.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,498 | $149.2K | 0.07% | +13,498 | New |
| Principal Securities, Inc. | 13,600 | $150.3K | 0.00% | +3,166+30.3% | Added |
| Smithfield Trust Co | 13,685 | $151.0K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,296 | $153.3K | 0.00% | +12,296 | New |
| State of Wyoming | 13,949 | $154.1K | 0.02% | −5,771−29.3% | Reduced |
| Chicago Partners Investment Group LLC | 14,596 | $161.7K | 0.01% | +1,957+15.5% | Added |
| Icon Wealth Advisors, LLC | 14,845 | $164.0K | 0.01% | −5,605−27.4% | Reduced |
| Associated Banc-Corp | 14,942 | $165.1K | 0.00% | +4,756+46.7% | Added |
| Marex Group plc | 15,000 | $165.8K | 0.00% | +15,000 | New |
| Prelude Capital Management, LLC | 15,120 | $167.1K | 0.01% | −4,117−21.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,617 | $172.6K | 0.00% | +15,617 | New |
| Intech Investment Management LLC | 15,795 | $174.5K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 15,800 | $174.6K | 0.02% | −4,770−23.2% | Reduced |
| Wealth Alliance | 15,962 | $176.4K | 0.02% | +250+1.6% | Added |
| Millennium Management LLC | 16,478 | $182.1K | 0.00% | −3,543,013−99.5% | Reduced |
| Squarepoint Ops LLC | 16,873 | $186.4K | 0.00% | −104,230−86.1% | Reduced |
| Sterling Capital Management LLC | 17,189 | $189.9K | 0.00% | +17,189 | New |
| Quantinno Capital Management LP | 17,495 | $193.3K | 0.00% | −20,663−54.2% | Reduced |
| CIBC Asset Management Inc | 17,992 | $198.8K | 0.00% | +566+3.2% | Added |
| Coldstream Capital Management Inc | 18,236 | $203.7K | 0.00% | +3,848+26.7% | Added |
| Kodai Capital Management LP | 18,720 | $206.9K | 0.00% | +18,720 | New |
| EntryPoint Capital, LLC | 19,111 | $211.2K | 0.12% | +19,111 | New |
| Berry Wealth Group, LP | 19,115 | $211.2K | 0.15% | +4,976+35.2% | Added |
| Cresset Asset Management, LLC | 19,743 | $218.2K | 0.00% | −7,270−26.9% | Reduced |
| Keybank National Association | 19,821 | $219.0K | 0.00% | +1,095+5.8% | Added |
| Xponance, Inc. | 20,682 | $228.5K | 0.00% | +2,149+11.6% | Added |
| GWM Advisors LLC | 21,073 | $232.9K | 0.00% | +2,425+13.0% | Added |
| Hardy Reed LLC | 21,540 | $238.0K | 0.02% | +1,430+7.1% | Added |
| Bank of Montreal | 21,393 | $238.1K | 0.00% | −70−0.3% | Reduced |
| HighPoint Advisor Group LLC | 22,937 | $240.2K | 0.01% | +514+2.3% | Added |