Institutional Ownership Consensus Cloud Solutions, Inc. (CCSI)
This table provides information about the institutional ownership of Consensus Cloud Solutions, Inc. (CCSI). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $420 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
70
shares
|
$1,565
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
60
shares
|
$1,342
0.0% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
58
shares
|
$1,297
0.0% of portfolio
|
Q3 2025
Added 1060.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
51
shares
|
$1,140
0.0% of portfolio
|
Q4 2025
Added 50.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
50
shares
|
$1,118
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
44
shares
|
$984
0.0% of portfolio
|
Q3 2025
Reduced 58.49%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
42
shares
|
$939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
23
shares
|
$514
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
21
shares
|
$469
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 27, 2026 Q4 2025 |
17
shares
|
$380
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
15
shares
|
$335
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
7
shares
|
$156
0.0% of portfolio
|
Q2 2025
Reduced 75.86%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
5
shares
|
$111
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$111
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5
shares
|
$111
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5
shares
|
$111
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3
shares
|
$67
0.0% of portfolio
|
Q4 2023
Reduced 99.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$44
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$44
0.0% of portfolio
|
Q2 2025
Reduced 87.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q3 2025
Reduced 98.91%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|