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Livermore
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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, Q1 2025

Institutional positions in SS&C Technologies Holdings Inc as of Mar 31, 2025. 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
718
+82 vs. Q4 2024
Shares held
205.2M
+488.0K (+0.2%) vs. Q4 2024
Total value
$17.1B
+$1.59B (+10.2%) vs. Q4 2024
New holders
124
281 more added
Sold out
42
207 more reduced

13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 718 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 heldQ1 2025: $17.1B
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, Q1 2025

Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q4 2024.

Institutions holding SSNC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$840.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$840.00%00.0%Unchanged
High Note Wealth, LLC2$1670.00%00.0%Unchanged
Rakuten Securities, Inc.2$1670.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1680.00%00.0%Unchanged
Vision Financial Markets LLC2$1680.00%+2New
Halbert Hargrove Global Advisors, LLC2$1680.00%+2New
UMA Financial Services, Inc.2$1680.00%+2New
American Capital Advisory, LLC3$2510.00%+3New
Umb Bank N A4$3340.00%+4New
ROSS\JOHNSON & Associates LLC4$3340.01%+4New
Wood Tarver Financial Group, LLC5$4180.00%00.0%Unchanged
HFM Investment Advisors, LLC5$4180.00%+5New
Quest 10 Wealth Builders, Inc.6$4590.00%+6New
Principia Wealth Advisory, LLC6$4670.00%00.0%Unchanged
Winnow Wealth LLC7$5660.00%+2+40.0%Added
Bay Harbor Wealth Management, LLC7$5840.00%+7New
Legacy Wealth Managment, LLC7$5850.00%00.0%Unchanged
Transce3nd, LLC7$5850.00%00.0%Unchanged
Parkworth Wealth Management, Inc.7$5850.00%00.0%Unchanged
Kimelman & Baird, LLC9$7520.00%00.0%Unchanged
MV Capital Management, Inc.10$8360.00%00.0%Unchanged
Picton Mahoney Asset Management15$1.00K0.00%00.0%Unchanged
Avion Wealth26$1.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph12$1.00K0.00%+12New
Cromwell Holdings LLC12$1.00K0.00%+12New
Nalls Sherbakoff Group, LLC14$1.17K0.00%+14New
Manchester Capital Management LLC15$1.25K0.00%+4+36.4%Added
WealthTrak Capital Management LLC15$1.25K0.00%+10+200.0%Added
Cornerstone Planning Group LLC17$1.30K0.00%+4+30.8%Added
Sachetta, LLC16$1.34K0.00%00.0%Unchanged
Bare Financial Services, Inc22$1.84K0.00%+22New
Provenance Wealth Advisors, LLC23$1.92K0.00%00.0%Unchanged
Hexagon Capital Partners LLC24$2.00K0.00%−15−38.5%Reduced
Ransom Advisory, Ltd25$2.09K0.00%−500−95.2%Reduced
Abound Wealth Management27$2.26K0.00%00.0%Unchanged
Bokf, NA28$2.34K0.00%−25,615−99.9%Reduced
TD Capital Management LLC28$2.35K0.00%00.0%Unchanged
HM Payson & Co29$2.42K0.00%00.0%Unchanged
Continuum Advisory, LLC32$2.67K0.00%−41−56.2%Reduced
Global Financial Private Client, LLC34$2.84K0.00%+24+240.0%Added
SJS Investment Consulting Inc.34$2.84K0.00%+3+9.7%Added
TD Waterhouse Canada Inc.35$2.89K0.00%00.0%Unchanged
NBC Securities, Inc.45$3.00K0.00%+45New
SBI Securities Co., Ltd.36$3.01K0.00%00.0%Unchanged
Crewe Advisors LLC39$3.26K0.00%+39New
DiNuzzo Private Wealth, Inc.40$3.34K0.00%+1+2.6%Added
South State Corp.40$3.34K0.00%+40New
Park Place Capital Corp41$3.42K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC43$3.59K0.00%00.0%Unchanged
Golden State Wealth Management, LLC44$3.67K0.00%00.0%Unchanged
Coston, McIsaac & Partners54$4.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$4.00K0.00%00.0%Unchanged
Bogart Wealth, LLC48$4.01K0.00%00.0%Unchanged
Sandy Spring Bank50$4.18K0.00%00.0%Unchanged
Concord Wealth Partners50$4.18K0.00%00.0%Unchanged
LGT Financial Advisors LLC52$4.35K0.01%−437−89.4%Reduced
Brown Brothers Harriman & Co54$4.51K0.00%00.0%Unchanged
AdvisorNet Financial, Inc56$4.68K0.00%−1−1.8%Reduced
Kayne Anderson Rudnick Investment Management LLC58$4.84K0.00%−19−24.7%Reduced
Fortitude Family Office, LLC59$4.93K0.00%00.0%Unchanged
First Pacific Financial60$5.01K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC61$5.09K0.00%00.0%Unchanged
Beacon Capital Management, LLC62$5.21K0.00%−39−38.6%Reduced
Mather Group, LLC.65$5.43K0.00%−35−35.0%Reduced
Private Wealth Management Group, LLC68$5.68K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC75$6.26K0.00%+75New
WPG Advisers, LLC77$6.43K0.01%−12−13.5%Reduced
CoreCap Advisors, LLC83$6.93K0.00%+3+3.8%Added
Farmers & Merchants Trust Co of Chambersburg PA78$7.00K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.78$7.00K0.00%+78New
Bell Investment Advisors, Inc85$7.10K0.00%00.0%Unchanged
Red Tortoise LLC87$7.27K0.00%00.0%Unchanged
Saudi Central Bank88$7.35K0.04%+88New
Natixis90$7.39K0.00%−1,033−92.0%Reduced
DAGCO, Inc.93$7.77K0.00%+93New
St Germain D J Co Inc99$8.27K0.00%00.0%Unchanged
Aventura Private Wealth, LLC100$8.35K0.00%00.0%Unchanged
Key Financial Inc101$8.44K0.00%00.0%Unchanged
Massmutual Trust Co FSB103$8.60K0.00%−11−9.6%Reduced
Meeder Asset Management Inc105$8.77K0.00%−99−48.5%Reduced
Marshall & Sterling Wealth Advisors Inc.114$9.52K0.01%+114New
Global Trust Asset Management, LLC128$10.7K0.01%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.132$11.0K0.00%+132New
West Branch Capital LLC142$11.9K0.00%00.0%Unchanged
Hollencrest Capital Management145$12.1K0.00%00.0%Unchanged
Geneos Wealth Management Inc.149$12.4K0.00%+58+63.7%Added
Tompkins Financial Corp155$12.9K0.00%+155New
Thurston, Springer, Miller, Herd & Titak, Inc.162$13.5K0.00%00.0%Unchanged
Harbour Investments, Inc.162$13.5K0.00%00.0%Unchanged
Putney Financial Group LLC165$13.8K0.01%00.0%Unchanged
Fifth Third Bancorp176$14.7K0.00%+23+15.0%Added
Smithfield Trust Co179$15.0K0.00%00.0%Unchanged
Colonial Trust Co183$15.3K0.00%−370−66.9%Reduced
Carolinas Wealth Consulting LLC185$15.5K0.00%−1−0.5%Reduced
Kestra Investment Management, LLC190$15.9K0.00%−323−63.0%Reduced
CVA Family Office, LLC192$16.0K0.00%+25+15.0%Added
Capital Advisors, Ltd. LLC212$18.0K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC230$19.2K0.00%+230New
JFS Wealth Advisors, LLC247$20.6K0.00%00.0%Unchanged