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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 727 | $12.6B |
| Q1 2026 | 721 | $13.6B |
| Q4 2025 | 758 | $18.1B |
| Q3 2025 | 722 | $18.0B |
| Q2 2025 | 693 | $17.1B |
| Q1 2025 | 718 | $17.1B |
| Q4 2024 | 649 | $15.7B |
| Q3 2024 | 664 | $15.2B |
| Q2 2024 | 577 | $12.8B |
| Q1 2024 | 573 | $13.2B |
| Q4 2023 | 562 | $12.6B |
| Q3 2023 | 531 | $10.9B |
| Q2 2023 | 529 | $12.6B |
| Q1 2023 | 534 | $11.9B |
| Q4 2022 | 535 | $10.9B |
| Q3 2022 | 537 | $10.2B |
| Q2 2022 | 559 | $12.5B |
| Q1 2022 | 565 | $16.1B |
| Q4 2021 | 541 | $17.5B |
| Q3 2021 | 507 | $14.5B |
| Q2 2021 | 483 | $15.2B |
| Q1 2021 | 487 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 504 | $38.2K | 0.02% | +1+0.2% | Added |
| Kestra Investment Management, LLC | 513 | $38.9K | 0.00% | +513 | New |
| Ransom Advisory, Ltd | 525 | $39.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 530 | $40.2K | 0.01% | +229+76.1% | Added |
| Bellevue Asset Management, LLC | 534 | $40.5K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 551 | $41.8K | 0.02% | +342+163.6% | Added |
| Colonial Trust Co | 553 | $41.9K | 0.01% | +390+239.3% | Added |
| 1620 Investment Advisors, Inc. | 663 | $50.2K | 0.04% | −14−2.1% | Reduced |
| Financial Perspectives, Inc | 670 | $50.8K | 0.02% | +670 | New |
| Strengthening Families & Communities, LLC | 675 | $51.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $53.0K | 0.00% | −500−41.7% | Reduced |
| Central Pacific Bank - Trust Division | 704 | $53.3K | 0.01% | −130−15.6% | Reduced |
| Westpac Banking Corp | 738 | $55.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 824 | $62.4K | 0.00% | −1,147−58.2% | Reduced |
| Valley National Advisers Inc | 854 | $64.0K | 0.01% | −437−33.8% | Reduced |
| Rialto Wealth Management, LLC | 848 | $64.2K | 0.02% | +848 | New |
| Central Trust Co | 853 | $64.6K | 0.00% | +853 | New |
| Fortis Group Advisors, LLC | 870 | $65.9K | 0.01% | −130−13.0% | Reduced |
| Global X Japan Co., Ltd. | 871 | $66.0K | 0.01% | +574+193.3% | Added |
| Steward Partners Investment Advisory, LLC | 885 | $67.1K | 0.00% | +123+16.1% | Added |
| Kapitalo Investimentos Ltda | 904 | $68.5K | 0.05% | +904 | New |
| Versant Capital Management, Inc | 949 | $71.9K | 0.02% | +233+32.5% | Added |
| Skopos Labs, Inc. | 964 | $73.0K | 0.02% | −21−2.1% | Reduced |
| Penserra Capital Management LLC | 985 | $74.0K | 0.00% | −29−2.9% | Reduced |
| Smartleaf Asset Management LLC | 1,119 | $84.7K | 0.01% | +501+81.1% | Added |
| Natixis | 1,123 | $85.1K | 0.00% | −18,800−94.4% | Reduced |
| Farther Finance Advisors, LLC | 1,163 | $88.2K | 0.00% | +158+15.7% | Added |
| Murphy & Mullick Capital Management Corp | 1,198 | $90.8K | 0.08% | +1,198 | New |
| MAI Capital Management | 1,254 | $95.0K | 0.00% | +1,254 | New |
| First Horizon Advisors, Inc. | 1,297 | $98.3K | 0.00% | +222+20.7% | Added |
| Anchor Investment Management, LLC | 1,298 | $98.4K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,258 | $100.9K | 0.05% | +1,258 | New |
| Motco | 1,355 | $102.7K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,381 | $105.0K | 0.01% | −44−3.1% | Reduced |
| Global Retirement Partners, LLC | 1,417 | $107.4K | 0.00% | +149+11.8% | Added |
| Corebridge Financial, Inc. | 1,494 | $113.2K | 0.00% | −106−6.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,503 | $113.9K | 0.07% | −4,006−72.7% | Reduced |
| Coppell Advisory Solutions LLC | 1,526 | $115.5K | 0.02% | +1,078+240.6% | Added |
| Covestor Ltd | 1,569 | $119.0K | 0.07% | −693−30.6% | Reduced |
| Proequities, Inc. | 1,574 | $125.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,680 | $127.3K | 0.04% | −155−8.4% | Reduced |
| Quadrant Capital Group LLC | 1,847 | $140.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,901 | $151.4K | 0.00% | +628+49.3% | Added |
| Tortoise Investment Management, LLC | 2,000 | $151.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,241 | $169.8K | 0.01% | +717+47.0% | Added |
| Fedenia Advisers LLC | 2,292 | $173.7K | 0.10% | +2,292 | New |
| IFP Advisors, Inc | 2,412 | $182.8K | 0.01% | +213+9.7% | Added |
| Ostrum Asset Management | 2,574 | $195.1K | 0.02% | −107−4.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,607 | $197.6K | 0.00% | −26−1.0% | Reduced |
| Guyasuta Investment Advisors Inc | 2,642 | $200.2K | 0.01% | +2,642 | New |
| Global Strategic Investment Solutions, LLC | 2,643 | $200.3K | 0.02% | +2,643 | New |
| Atria Wealth Solutions, Inc. | 2,645 | $200.4K | 0.00% | +2,645 | New |
| Hyperion Capital Advisors LP | 2,672 | $202.5K | 0.10% | +2,672 | New |
| Prudential PLC | 2,692 | $204.0K | 0.00% | +2,692 | New |
| Sky Investment Group LLC | 2,700 | $204.6K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,749 | $208.3K | 0.02% | +385+16.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,779 | $210.6K | 0.11% | +21+0.8% | Added |
| Boston Family Office LLC | 2,840 | $215.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,839 | $215.1K | 0.01% | +2,150+312.0% | Added |
| Moneta Group Investment Advisors LLC | 2,841 | $215.3K | 0.00% | +2,841 | New |
| Arkadios Wealth Advisors | 2,843 | $215.5K | 0.01% | +2,843 | New |
| Meeder Advisory Services, Inc. | 2,845 | $215.6K | 0.01% | +2,845 | New |
| Sovereign Investment Advisors, LLC | 2,847 | $215.7K | 0.06% | +2,847 | New |
| Vident Advisory, LLC | 2,964 | $224.6K | 0.00% | +170+6.1% | Added |
| Legacy Capital Group California, Inc. | 3,003 | $227.6K | 0.07% | +164+5.8% | Added |
| Principal Securities, Inc. | 3,005 | $227.7K | 0.01% | +1,864+163.4% | Added |
| Metis Global Partners, LLC | 3,025 | $229.2K | 0.01% | +200+7.1% | Added |
| Independent Financial Group, LLC | 3,062 | $232.0K | 0.01% | +5+0.2% | Added |
| Rehmann Capital Advisory Group | 3,070 | $232.6K | 0.01% | +16+0.5% | Added |
| Signaturefd, LLC | 3,079 | $233.3K | 0.00% | −15−0.5% | Reduced |
| J.Safra Asset Management Corp | 3,084 | $233.3K | 0.02% | +2,090+210.3% | Added |
| Fullcircle Wealth LLC | 2,667 | $236.2K | 0.10% | +2,667 | New |
| Meixler Investment Management, Ltd. | 3,177 | $240.8K | 0.18% | −261−7.6% | Reduced |
| Wellington Management Group LLP | 3,193 | $242.0K | 0.00% | +161+5.3% | Added |
| Kera Capital Partners, Inc. | 3,198 | $242.3K | 0.07% | +3,198 | New |
| Concurrent Investment Advisors, LLC | 3,220 | $244.0K | 0.01% | +245+8.2% | Added |
| Foundations Investment Advisors, LLC | 3,249 | $246.2K | 0.00% | +171+5.6% | Added |
| Claret Asset Management Corp | 3,258 | $247.0K | 0.04% | +22+0.7% | Added |
| Wealth Alliance | 3,302 | $250.2K | 0.03% | +106+3.3% | Added |
| Grant Private Wealth Management Inc | 3,326 | $252.0K | 0.27% | +3,326 | New |
| Castleark Management LLC | 3,400 | $257.7K | 0.01% | −6,010−63.9% | Reduced |
| CWM Advisors, LLC | 3,403 | $257.9K | 0.03% | −438−11.4% | Reduced |
| Sequoia Financial Advisors, LLC | 3,403 | $257.9K | 0.00% | −508,230−99.3% | Reduced |
| Advisory Services Network, LLC | 3,434 | $260.2K | 0.00% | −150−4.2% | Reduced |
| GeoWealth Management, LLC | 3,509 | $265.9K | 0.01% | +3,189+996.6% | Added |
| AlphaCore Capital LLC | 3,517 | $266.5K | 0.06% | −175−4.7% | Reduced |
| Lake Street Advisors Group, LLC | 3,521 | $266.8K | 0.01% | −78−2.2% | Reduced |
| ASB Consultores, LLC | 3,550 | $269.0K | 0.11% | −1,350−27.6% | Reduced |
| Commerce Bank | 3,562 | $269.9K | 0.00% | +86+2.5% | Added |
| Copeland Capital Management, LLC | 3,566 | $270.2K | 0.01% | +6+0.2% | Added |
| Sheets Smith Wealth Management | 3,600 | $272.8K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,610 | $273.6K | 0.24% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 3,648 | $276.4K | 0.01% | +282+8.4% | Added |
| Vestcor Inc | 3,688 | $279.0K | 0.01% | −8−0.2% | Reduced |
| MetLife Investment Management | 3,775 | $286.1K | 0.00% | +10+0.3% | Added |
| Transcend Wealth Collective, LLC | 3,822 | $289.6K | 0.02% | +451+13.4% | Added |
| Chicago Partners Investment Group LLC | 3,819 | $290.3K | 0.01% | +3,819 | New |
| New World Advisors LLC | 3,900 | $295.5K | 0.07% | −750−16.1% | Reduced |
| Fiduciary Trust Co | 3,930 | $297.8K | 0.00% | +511+14.9% | Added |
| Old National Bancorp | 4,062 | $307.8K | 0.01% | −397−8.9% | Reduced |