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SS&C Technologies Holdings Inc

SSNC
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001402436

No open-market purchases or sales by SS&C Technologies Holdings Inc insiders were filed in the last 90 days; 727 institutions reported holding it in 13F filings for Q2 2026, worth $12.6B in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in SS&C Technologies Holdings Inc as of Dec 31, 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
649
−5 vs. Q3 2024
Shares held
207.0M
+2.71M (+1.3%) vs. Q3 2024
Total value
$15.7B
+$527.1M (+3.5%) vs. Q3 2024
New holders
86
243 more added
Sold out
91
227 more reduced

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SSNC 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.

Institutional holdersQ4 2024: 649 institutions
Q1 2021: 487 institutionsQ2 2021: 483 institutionsQ3 2021: 507 institutionsQ4 2021: 541 institutionsQ1 2022: 565 institutionsQ2 2022: 559 institutionsQ3 2022: 537 institutionsQ4 2022: 535 institutionsQ1 2023: 534 institutionsQ2 2023: 529 institutionsQ3 2023: 531 institutionsQ4 2023: 562 institutionsQ1 2024: 573 institutionsQ2 2024: 577 institutionsQ3 2024: 664 institutionsQ4 2024: 649 institutionsQ1 2025: 718 institutionsQ2 2025: 693 institutionsQ3 2025: 722 institutionsQ4 2025: 758 institutionsQ1 2026: 721 institutionsQ2 2026: 727 institutions
Value heldQ4 2024: $15.7B
Q1 2021: $14.6BQ2 2021: $15.2BQ3 2021: $14.5BQ4 2021: $17.5BQ1 2022: $16.1BQ2 2022: $12.5BQ3 2022: $10.2BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $12.6BQ3 2023: $10.9BQ4 2023: $12.6BQ1 2024: $13.2BQ2 2024: $12.8BQ3 2024: $15.2BQ4 2024: $15.7BQ1 2025: $17.1BQ2 2025: $17.1BQ3 2025: $18.0BQ4 2025: $18.1BQ1 2026: $13.6BQ2 2026: $12.6B
Institutions holding SSNC and their total value by quarter
QuarterHoldersValue
Q2 2026727$12.6B
Q1 2026721$13.6B
Q4 2025758$18.1B
Q3 2025722$18.0B
Q2 2025693$17.1B
Q1 2025718$17.1B
Q4 2024649$15.7B
Q3 2024664$15.2B
Q2 2024577$12.8B
Q1 2024573$13.2B
Q4 2023562$12.6B
Q3 2023531$10.9B
Q2 2023529$12.6B
Q1 2023534$11.9B
Q4 2022535$10.9B
Q3 2022537$10.2B
Q2 2022559$12.5B
Q1 2022565$16.1B
Q4 2021541$17.5B
Q3 2021507$14.5B
Q2 2021483$15.2B
Q1 2021487$14.6B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q3 2024.

Institutions holding SSNC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC5$00.00%+5New
TFC Financial Management1$760.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$760.00%+1New
New Millennium Group LLC2$1470.00%−1−33.3%Reduced
DHJJ Financial Advisors, Ltd.2$1520.00%00.0%Unchanged
Rakuten Securities, Inc.2$1520.00%00.0%Unchanged
High Note Wealth, LLC2$1520.00%+2New
HHM Wealth Advisors, LLC3$2280.00%+3New
Winnow Wealth LLC5$3420.00%+5New
Raleigh Capital Management Inc.5$3790.00%00.0%Unchanged
WealthTrak Capital Management LLC5$3790.00%+5New
Old Second National Bank of Aurora6$4550.00%+6New
Principia Wealth Advisory, LLC6$4550.00%+6New
Transce3nd, LLC7$5300.00%+7New
Parkworth Wealth Management, Inc.7$5300.00%+7New
Legacy Investment Solutions, LLC7$6070.00%00.0%Unchanged
Legacy Wealth Managment, LLC7$6070.00%00.0%Unchanged
Kimelman & Baird, LLC9$6830.00%00.0%Unchanged
MV Capital Management, Inc.10$7580.00%00.0%Unchanged
Global Financial Private Client, LLC10$7580.00%+10New
Manchester Capital Management LLC11$8340.00%00.0%Unchanged
Picton Mahoney Asset Management15$1.00K0.00%00.0%Unchanged
Avion Wealth26$1.00K0.00%+7+36.8%Added
Cornerstone Planning Group LLC13$1.04K0.00%+13New
Sachetta, LLC16$1.21K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20$1.51K0.00%−14−41.2%Reduced
Provenance Wealth Advisors, LLC23$1.74K0.00%00.0%Unchanged
Abound Wealth Management27$2.05K0.00%00.0%Unchanged
TD Capital Management LLC28$2.13K0.00%+28New
HM Payson & Co29$2.20K0.00%00.0%Unchanged
SJS Investment Consulting Inc.31$2.35K0.00%−1−3.1%Reduced
TD Waterhouse Canada Inc.35$2.65K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC36$2.73K0.00%+36New
SBI Securities Co., Ltd.36$2.73K0.00%+36New
Hexagon Capital Partners LLC39$2.96K0.00%+17+77.3%Added
DiNuzzo Private Wealth, Inc.39$2.96K0.00%+1+2.6%Added
Winthrop Capital Management, LLC44$3.00K0.00%00.0%Unchanged
Park Place Capital Corp41$3.11K0.00%00.0%Unchanged
GWM Advisors LLC42$3.18K0.00%−25−37.3%Reduced
Bartlett & Co. Wealth Management LLC43$3.26K0.00%00.0%Unchanged
Golden State Wealth Management, LLC44$3.33K0.00%+44New
Larson Financial Group LLC46$3.49K0.00%+17+58.6%Added
Bogart Wealth, LLC48$3.64K0.00%00.0%Unchanged
Sandy Spring Bank50$3.79K0.00%00.0%Unchanged
Concord Wealth Partners50$3.79K0.00%00.0%Unchanged
Coston, McIsaac & Partners54$4.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co54$4.09K0.00%00.0%Unchanged
AdvisorNet Financial, Inc57$4.32K0.00%+20+54.1%Added
Fortitude Family Office, LLC59$4.47K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC60$4.54K0.00%00.0%Unchanged
First Pacific Financial60$4.55K0.00%+60New
Bruce G. Allen Investments, LLC61$4.62K0.00%00.0%Unchanged
Twin Tree Management, LP64$4.85K0.00%−49−43.4%Reduced
Private Wealth Management Group, LLC68$5.15K0.00%00.0%Unchanged
Continuum Advisory, LLC73$5.53K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC77$5.83K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA78$6.00K0.00%00.0%Unchanged
CoreCap Advisors, LLC80$6.06K0.00%00.0%Unchanged
Bell Investment Advisors, Inc85$6.44K0.00%00.0%Unchanged
Red Tortoise LLC87$6.59K0.00%00.0%Unchanged
WPG Advisers, LLC89$6.74K0.01%+89New
Geneos Wealth Management Inc.91$6.90K0.00%00.0%Unchanged
St Germain D J Co Inc99$7.50K0.00%00.0%Unchanged
Mather Group, LLC.100$7.58K0.00%+30+42.9%Added
Aventura Private Wealth, LLC100$7.58K0.00%+100New
Key Financial Inc101$7.65K0.00%+87+621.4%Added
Beacon Capital Management, LLC101$7.66K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.111$8.41K0.00%+111New
Nemes Rush Group LLC111$8.41K0.00%+111New
Massmutual Trust Co FSB114$8.64K0.00%+23+25.3%Added
Global Trust Asset Management, LLC128$9.70K0.00%+128New
Atwood & Palmer Inc132$10.0K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC160$10.0K0.01%00.0%Unchanged
West Branch Capital LLC142$10.8K0.00%00.0%Unchanged
Hollencrest Capital Management145$11.0K0.00%00.0%Unchanged
Fifth Third Bancorp153$11.6K0.00%−140−47.8%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.162$12.3K0.00%00.0%Unchanged
Harbour Investments, Inc.162$12.3K0.00%00.0%Unchanged
Putney Financial Group LLC165$12.5K0.01%+165New
CVA Family Office, LLC167$12.7K0.00%+46+38.0%Added
Smithfield Trust Co179$14.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC186$14.0K0.00%−4−2.1%Reduced
Oarsman Capital, Inc.191$14.5K0.00%00.0%Unchanged
Meeder Asset Management Inc204$15.5K0.00%+142+229.0%Added
Private Trust Co NA210$15.9K0.00%+196+1,400.0%Added
Capital Advisors, Ltd. LLC212$16.0K0.00%00.0%Unchanged
Tucker Asset Management LLC216$16.4K0.00%00.0%Unchanged
WR Wealth Planners, LLC226$17.1K0.01%00.0%Unchanged
Hemington Wealth Management241$18.0K0.00%+81+50.6%Added
JFS Wealth Advisors, LLC247$18.7K0.00%−98−28.4%Reduced
Huntington National Bank249$18.9K0.00%−34−12.0%Reduced
Eagle Bay Advisors LLC259$19.6K0.01%00.0%Unchanged
Duncker Streett & Co Inc306$23.2K0.00%+306New
Salem Investment Counselors Inc310$23.5K0.00%00.0%Unchanged
Caldwell Trust Co324$24.6K0.00%−207−39.0%Reduced
Quent Capital, LLC383$29.0K0.00%+108+39.3%Added
Lindbrook Capital, LLC452$34.3K0.00%+42+10.2%Added
Spire Wealth Management464$35.2K0.00%+55+13.4%Added
LGT Financial Advisors LLC489$37.1K0.08%00.0%Unchanged
Evelyn Partners Investment Management LLP500$37.9K0.00%+500New