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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 2,607 | $197.6K | 0.00% | −26−1.0% | Reduced |
| Ostrum Asset Management | 2,574 | $195.1K | 0.02% | −107−4.0% | Reduced |
| IFP Advisors, Inc | 2,412 | $182.8K | 0.01% | +213+9.7% | Added |
| Fedenia Advisers LLC | 2,292 | $173.7K | 0.10% | +2,292 | New |
| EverSource Wealth Advisors, LLC | 2,241 | $169.8K | 0.01% | +717+47.0% | Added |
| Tortoise Investment Management, LLC | 2,000 | $151.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,901 | $151.4K | 0.00% | +628+49.3% | Added |
| Quadrant Capital Group LLC | 1,847 | $140.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,680 | $127.3K | 0.04% | −155−8.4% | Reduced |
| Proequities, Inc. | 1,574 | $125.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,569 | $119.0K | 0.07% | −693−30.6% | Reduced |
| Coppell Advisory Solutions LLC | 1,526 | $115.5K | 0.02% | +1,078+240.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,503 | $113.9K | 0.07% | −4,006−72.7% | Reduced |
| Corebridge Financial, Inc. | 1,494 | $113.2K | 0.00% | −106−6.6% | Reduced |
| Global Retirement Partners, LLC | 1,417 | $107.4K | 0.00% | +149+11.8% | Added |
| Transamerica Financial Advisors, Inc. | 1,381 | $105.0K | 0.01% | −44−3.1% | Reduced |
| Motco | 1,355 | $102.7K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,258 | $100.9K | 0.05% | +1,258 | New |
| Anchor Investment Management, LLC | 1,298 | $98.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,297 | $98.3K | 0.00% | +222+20.7% | Added |
| MAI Capital Management | 1,254 | $95.0K | 0.00% | +1,254 | New |
| Murphy & Mullick Capital Management Corp | 1,198 | $90.8K | 0.08% | +1,198 | New |
| Farther Finance Advisors, LLC | 1,163 | $88.2K | 0.00% | +158+15.7% | Added |
| Natixis | 1,123 | $85.1K | 0.00% | −18,800−94.4% | Reduced |
| Smartleaf Asset Management LLC | 1,119 | $84.7K | 0.01% | +501+81.1% | Added |
| Penserra Capital Management LLC | 985 | $74.0K | 0.00% | −29−2.9% | Reduced |
| Skopos Labs, Inc. | 964 | $73.0K | 0.02% | −21−2.1% | Reduced |
| Versant Capital Management, Inc | 949 | $71.9K | 0.02% | +233+32.5% | Added |
| Kapitalo Investimentos Ltda | 904 | $68.5K | 0.05% | +904 | New |
| Steward Partners Investment Advisory, LLC | 885 | $67.1K | 0.00% | +123+16.1% | Added |
| Global X Japan Co., Ltd. | 871 | $66.0K | 0.01% | +574+193.3% | Added |
| Fortis Group Advisors, LLC | 870 | $65.9K | 0.01% | −130−13.0% | Reduced |
| Central Trust Co | 853 | $64.6K | 0.00% | +853 | New |
| Rialto Wealth Management, LLC | 848 | $64.2K | 0.02% | +848 | New |
| Valley National Advisers Inc | 854 | $64.0K | 0.01% | −437−33.8% | Reduced |
| Ronald Blue Trust, Inc. | 824 | $62.4K | 0.00% | −1,147−58.2% | Reduced |
| Westpac Banking Corp | 738 | $55.9K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 704 | $53.3K | 0.01% | −130−15.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $53.0K | 0.00% | −500−41.7% | Reduced |
| Strengthening Families & Communities, LLC | 675 | $51.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 670 | $50.8K | 0.02% | +670 | New |
| 1620 Investment Advisors, Inc. | 663 | $50.2K | 0.04% | −14−2.1% | Reduced |
| Colonial Trust Co | 553 | $41.9K | 0.01% | +390+239.3% | Added |
| True Wealth Design, LLC | 551 | $41.8K | 0.02% | +342+163.6% | Added |
| Bellevue Asset Management, LLC | 534 | $40.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 530 | $40.2K | 0.01% | +229+76.1% | Added |
| Ransom Advisory, Ltd | 525 | $39.8K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 513 | $38.9K | 0.00% | +513 | New |
| Financial Avengers, Inc. | 504 | $38.2K | 0.02% | +1+0.2% | Added |
| Evelyn Partners Investment Management LLP | 500 | $37.9K | 0.00% | +500 | New |
| LGT Financial Advisors LLC | 489 | $37.1K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 464 | $35.2K | 0.00% | +55+13.4% | Added |
| Lindbrook Capital, LLC | 452 | $34.3K | 0.00% | +42+10.2% | Added |
| Quent Capital, LLC | 383 | $29.0K | 0.00% | +108+39.3% | Added |
| Caldwell Trust Co | 324 | $24.6K | 0.00% | −207−39.0% | Reduced |
| Salem Investment Counselors Inc | 310 | $23.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 306 | $23.2K | 0.00% | +306 | New |
| Eagle Bay Advisors LLC | 259 | $19.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 249 | $18.9K | 0.00% | −34−12.0% | Reduced |
| JFS Wealth Advisors, LLC | 247 | $18.7K | 0.00% | −98−28.4% | Reduced |
| Hemington Wealth Management | 241 | $18.0K | 0.00% | +81+50.6% | Added |
| WR Wealth Planners, LLC | 226 | $17.1K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 216 | $16.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 212 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 210 | $15.9K | 0.00% | +196+1,400.0% | Added |
| Meeder Asset Management Inc | 204 | $15.5K | 0.00% | +142+229.0% | Added |
| Oarsman Capital, Inc. | 191 | $14.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 186 | $14.0K | 0.00% | −4−2.1% | Reduced |
| Smithfield Trust Co | 179 | $14.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 167 | $12.7K | 0.00% | +46+38.0% | Added |
| Putney Financial Group LLC | 165 | $12.5K | 0.01% | +165 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 162 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $12.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 153 | $11.6K | 0.00% | −140−47.8% | Reduced |
| Hollencrest Capital Management | 145 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 142 | $10.8K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 160 | $10.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 132 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 128 | $9.70K | 0.00% | +128 | New |
| Massmutual Trust Co FSB | 114 | $8.64K | 0.00% | +23+25.3% | Added |
| Pinnacle Bancorp, Inc. | 111 | $8.41K | 0.00% | +111 | New |
| Nemes Rush Group LLC | 111 | $8.41K | 0.00% | +111 | New |
| Beacon Capital Management, LLC | 101 | $7.66K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 101 | $7.65K | 0.00% | +87+621.4% | Added |
| Mather Group, LLC. | 100 | $7.58K | 0.00% | +30+42.9% | Added |
| Aventura Private Wealth, LLC | 100 | $7.58K | 0.00% | +100 | New |
| St Germain D J Co Inc | 99 | $7.50K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 91 | $6.90K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 89 | $6.74K | 0.01% | +89 | New |
| Red Tortoise LLC | 87 | $6.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $6.44K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 80 | $6.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $5.83K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 73 | $5.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $5.15K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 64 | $4.85K | 0.00% | −49−43.4% | Reduced |
| Bruce G. Allen Investments, LLC | 61 | $4.62K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 60 | $4.55K | 0.00% | +60 | New |
| Frazier Financial Advisors, LLC | 60 | $4.54K | 0.00% | 00.0% | Unchanged |