Institutional Ownership Concentrix Corp (CNXC)
This table provides information about the institutional ownership of Concentrix Corp (CNXC). We have compiled data on the 392 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
835
shares
|
$50,834
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
700
shares
|
$42,616
0.0% of portfolio
|
Q2 2025
Added 473.77%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
695
shares
|
$42,311
0.0% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
620
shares
|
$37,745
0.0% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
551
shares
|
$33,544
0.01% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
493
shares
|
$30,013
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
404
shares
|
$24,595
0.0% of portfolio
|
Q4 2020
Reduced 78.96%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
391
shares
|
$23,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
357
shares
|
$21,734
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
349
shares
|
$21,247
0.01% of portfolio
|
Q4 2024
Added 43.03%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
339
shares
|
$20,638
0.01% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
335
shares
|
$20,394
0.0% of portfolio
|
Q4 2024
Added 54.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
334
shares
|
$20,333
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
312
shares
|
$18,994
0.0% of portfolio
|
Q2 2024
Reduced 11.36%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
286
shares
|
$17,411
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
270
shares
|
$16,437
0.0% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
265
shares
|
$16,133
0.0% of portfolio
|
Q4 2024
Reduced 35.37%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
252
shares
|
$15,341
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
249
shares
|
$15,159
0.0% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
244
shares
|
$14,854
0.0% of portfolio
|
Q1 2025
Reduced 84.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
227
shares
|
$13,819
0.0% of portfolio
|
Q4 2024
Added 345.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
205
shares
|
$12,480
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
202
shares
|
$12,297
0.0% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
200
shares
|
$12,176
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
190
shares
|
$11,567
0.0% of portfolio
|
Q4 2024
New holding
|