CCC Intelligent Solutions Holdings Inc. (CCC) — Institutional Holders, Q2 2026 (page 4)
356 institutional investment managers reported a CCC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 356. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CCC 13F holders ranked 301–356 of 356
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | TD PRIVATE CLIENT WEALTH#301 · 2,011 sh | 2,011 | $10.4K | <0.01% | -46.1% |
| 302 | Basepoint Wealth#302 · 2,000 sh | 2,000 | $10.3K | <0.01% | New |
| 303 | NBH Bank#303 · 1,664 sh | 1,664 | $8.6K | <0.01% | — |
| 304 | Larson Financial Group#304 · 1,372 sh | 1,372 | $7.1K | <0.01% | -19.7% |
| 305 | Ronald Blue#305 · 1,258 sh | 1,258 | $6.5K | — | +7762.5% |
| 306 | Millstone Evans Group#306 · 1,172 sh | 1,172 | $6.0K | <0.01% | +308.4% |
| 307 | JONES FINANCIAL COMPANIES LLLP#307 · 900 sh | 900 | $4.5K | 0.00% | -99.4% |
| 308 | Smartleaf Asset Management#308 · 794 sh | 794 | $3.9K | <0.01% | 0.0% |
| 309 | Signature Equity Partners#309 · 648 sh | 648 | $3.3K | <0.01% | New |
| 310 | Caitong International Asset Management , Ltd#310 · 567 sh | 567 | $2.9K | <0.01% | +29.7% |
| 311 | Clearstead Advisors#311 · 535 sh | 535 | $2.8K | 0.00% | -87.3% |
| 312 | TD Waterhouse Canada#312 · 418 sh | 418 | $2.3K | — | New |
| 313 | BOKF, NA#313 · 362 sh | 362 | $1.9K | 0.00% | New |
| 314 | Bell Investment Advisors#314 · 361 sh | 361 | $1.9K | <0.01% | 0.0% |
| 315 | True Wealth Design#315 · 359 sh | 359 | $1.9K | — | -87.6% |
| 316 | Basecamp Wealth Advisors#316 · 347 sh | 347 | $1.8K | <0.01% | -53.5% |
| 317 | Activest Wealth Management#317 · 299 sh | 299 | $1.5K | — | -64.5% |
| 318 | SJS Investment Consulting#318 · 236 sh | 236 | $1.2K | — | -80.7% |
| 319 | Strategic Wealth Partners, Ltd.#319 · 235 sh | 235 | $1.2K | <0.01% | 0.0% |
| 320 | Fortitude Family Office#320 · 231 sh | 231 | $1.2K | — | -8.0% |
| 321 | Physician Wealth Advisors#321 · 221 sh | 221 | $1.1K | — | New |
| 322 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#322 · 199 sh | 199 | $1.0K | 0.00% | -95.7% |
| 323 | Pinnacle Wealth Planning Services#323 · 185 sh | 185 | $955.00 | <0.01% | -97.3% |
| 324 | SHP Wealth Management#324 · 183 sh | 183 | $944.00 | <0.01% | +4.6% |
| 325 | First Command Advisory Services#325 · 174 sh | 174 | $898.00 | 0.00% | -75.4% |
| 326 | NISA INVESTMENT ADVISORS#326 · 156 sh | 156 | $805.00 | — | -2.5% |
| 327 | Private Wealth Management Group#327 · 152 sh | 152 | $785.00 | — | +50.5% |
| 328 | Transamerica Financial Advisors#328 · 145 sh | 145 | $748.00 | <0.01% | +202.1% |
| 329 | Cromwell#329 · 94 sh | 94 | $485.00 | <0.01% | +235.7% |
| 330 | Planning Strategies#330 · 66 sh | 66 | $341.00 | — | — |
| 331 | Bogart Wealth#331 · 59 sh | 59 | $304.00 | 0.00% | 0.0% |
| 332 | Kilter Group#332 · 58 sh | 58 | $300.00 | <0.01% | -54.7% |
| 333 | ACTION POINT FINANCIAL PLANNING#333 · 56 sh | 56 | $284.00 | 0.00% | New |
| 334 | UMB Bank, n.a.#334 · 51 sh | 51 | $263.00 | 0.00% | -91.1% |
| 335 | Quarry#335 · 50 sh | 50 | $258.00 | 0.00% | New |
| 336 | Creative Capital Management Investments#336 · 42 sh | 42 | $217.00 | <0.01% | New |
| 337 | Cornerstone Financial Management#337 · 37 sh | 37 | $191.00 | <0.01% | 0.0% |
| 338 | SBI Securities , Ltd.#338 · 31 sh | 31 | $160.00 | — | 0.0% |
| 339 | SouthState Bank#339 · 30 sh | 30 | $155.00 | 0.00% | 0.0% |
| 340 | MV CAPITAL MANAGEMENT#340 · 25 sh | 25 | $129.00 | 0.00% | -92.5% |
| 341 | Plante Moran Financial Advisors#341 · 23 sh | 23 | $119.00 | 0.00% | New |
| 342 | CVA Family Office#342 · 19 sh | 19 | $98.00 | 0.00% | -90.5% |
| 343 | Silver Grove Financial Group#343 · 15 sh | 15 | $77.00 | 0.00% | New |
| 344 | HFM Investment Advisors#344 · 11 sh | 11 | $57.00 | 0.00% | New |
| 345 | LRI Investments#345 · 9 sh | 9 | $46.00 | 0.00% | -98.8% |
| 346 | Principia Wealth Advisory#346 · 7 sh | 7 | $36.00 | 0.00% | -72.0% |
| 347 | DecisionPoint Financial#347 · 6 sh | 6 | $33.00 | 0.00% | -83.8% |
| 348 | Keating Financial Advisory Services#348 · 6 sh | 6 | $31.00 | 0.00% | -97.7% |
| 349 | DiNuzzo Private Wealth#349 · 4 sh | 4 | $21.00 | — | -42.9% |
| 350 | ROSS\JOHNSON & Associates#350 · 3 sh | 3 | $15.00 | <0.01% | New |
| 351 | JFS WEALTH ADVISORS#351 · 2 sh | 2 | $11.00 | 0.00% | -33.3% |
| 352 | MARYLAND CAPITAL ADVISORS#352 · 2 sh | 2 | $11.00 | — | — |
| 353 | Bay Harbor Wealth Management#353 · 2 sh | 2 | $10.00 | 0.00% | -80.0% |
| 354 | Rialto Wealth Management#354 · 1 sh | 1 | $6.00 | 0.00% | 0.0% |
| 355 | ALBION FINANCIAL GROUP#355 · 0 sh | 0 | $0.00 | — | New |
| 356 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#356 · 633,006 sh | 633,006 | — | — | -3.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.