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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 266 | $21.8K | 0.00% | −3,978−93.7% | Reduced |
| Highline Wealth Partners LLC | 273 | $22.8K | 0.01% | +273 | New |
| Pinnacle Bancorp, Inc. | 283 | $23.6K | 0.01% | +172+155.0% | Added |
| Private Trust Co NA | 289 | $24.1K | 0.00% | +79+37.6% | Added |
| Atwood & Palmer Inc | 298 | $24.9K | 0.00% | +166+125.8% | Added |
| Hemington Wealth Management | 308 | $25.0K | 0.00% | +67+27.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $25.1K | 0.01% | +300 | New |
| Duncker Streett & Co Inc | 306 | $25.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 324 | $27.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 338 | $28.2K | 0.00% | +292+634.8% | Added |
| Whittier Trust Co | 344 | $28.7K | 0.00% | +344 | New |
| N.E.W. Advisory Services LLC | 350 | $29.2K | 0.00% | +350 | New |
| Elequin Capital LP | 360 | $30.1K | 0.01% | +360 | New |
| GeoWealth Management, LLC | 363 | $30.3K | 0.00% | −3,146−89.7% | Reduced |
| Salem Investment Counselors Inc | 364 | $30.4K | 0.00% | +54+17.4% | Added |
| Boston Private Wealth LLC | 394 | $32.9K | 0.00% | +394 | New |
| Spire Wealth Management | 443 | $37.0K | 0.00% | −21−4.5% | Reduced |
| Quent Capital, LLC | 481 | $40.2K | 0.00% | +98+25.6% | Added |
| Evelyn Partners Investment Management LLP | 500 | $41.8K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 506 | $42.2K | 0.02% | +2+0.4% | Added |
| Huntington National Bank | 524 | $43.8K | 0.00% | +275+110.4% | Added |
| Bellevue Asset Management, LLC | 534 | $44.6K | 0.02% | 00.0% | Unchanged |
| 1248 Management, LLC | 543 | $45.4K | 0.02% | +543 | New |
| Central Pacific Bank - Trust Division | 586 | $48.9K | 0.01% | −118−16.8% | Reduced |
| Frazier Financial Advisors, LLC | 587 | $49.0K | 0.04% | +527+878.3% | Added |
| True Wealth Design, LLC | 589 | $49.2K | 0.02% | +38+6.9% | Added |
| Caitong International Asset Management Co., Ltd | 614 | $51.3K | 0.04% | +614 | New |
| Financial Perspectives, Inc | 670 | $56.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 675 | $56.4K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 723 | $60.4K | 0.01% | +193+36.4% | Added |
| Westpac Banking Corp | 738 | $61.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 763 | $63.0K | 0.01% | −91−10.7% | Reduced |
| Wayfinding Financial, LLC | 831 | $69.0K | 0.03% | +831 | New |
| Central Trust Co | 853 | $71.3K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 856 | $71.5K | 0.02% | +8+0.9% | Added |
| Ronald Blue Trust, Inc. | 868 | $72.5K | 0.00% | +44+5.3% | Added |
| Fortis Group Advisors, LLC | 870 | $72.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 891 | $74.4K | 0.01% | +891 | New |
| Steward Partners Investment Advisory, LLC | 953 | $79.6K | 0.00% | +68+7.7% | Added |
| Bayforest Capital Ltd | 977 | $81.6K | 0.04% | +977 | New |
| Lindbrook Capital, LLC | 990 | $82.7K | 0.01% | +538+119.0% | Added |
| Global X Japan Co., Ltd. | 1,011 | $84.4K | 0.01% | +140+16.1% | Added |
| Versant Capital Management, Inc | 1,023 | $85.5K | 0.01% | +74+7.8% | Added |
| Penserra Capital Management LLC | 1,033 | $86.0K | 0.00% | +48+4.9% | Added |
| Murphy & Mullick Capital Management Corp | 1,198 | $100.1K | 0.10% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,200 | $100.2K | 0.02% | +236+24.5% | Added |
| Medallion Wealth Advisors, LLC | 1,258 | $104.8K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,298 | $108.4K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,315 | $110.0K | 0.01% | −66−4.8% | Reduced |
| Covestor Ltd | 1,346 | $112.0K | 0.07% | −223−14.2% | Reduced |
| Motco | 1,355 | $113.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,401 | $117.0K | 0.00% | +147+11.7% | Added |
| Cohen & Steers, Inc. | 1,400 | $117.0K | 0.00% | +1,400 | New |
| First Horizon Advisors, Inc. | 1,431 | $119.5K | 0.00% | +134+10.3% | Added |
| Corebridge Financial, Inc. | 1,446 | $120.8K | 0.00% | −48−3.2% | Reduced |
| 1620 Investment Advisors, Inc. | 1,530 | $127.8K | 0.10% | +867+130.8% | Added |
| Farther Finance Advisors, LLC | 1,600 | $132.8K | 0.00% | +437+37.6% | Added |
| Coldstream Capital Management Inc | 1,591 | $132.9K | 0.00% | +1,591 | New |
| Smartleaf Asset Management LLC | 1,637 | $134.2K | 0.01% | +518+46.3% | Added |
| Lazard Asset Management LLC | 1,704 | $142.0K | 0.00% | −41,867−96.1% | Reduced |
| Allworth Financial LP | 2,016 | $156.1K | 0.00% | +115+6.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,926 | $160.9K | 0.09% | +423+28.1% | Added |
| Tortoise Investment Management, LLC | 2,000 | $167.1K | 0.02% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 2,000 | $167.1K | 0.09% | +2,000 | New |
| Aster Capital Management (DIFC) Ltd | 2,209 | $196.7K | 0.04% | +2,209 | New |
| Harvest Fund Management Co., Ltd | 2,419 | $202.0K | 0.01% | +2,419 | New |
| Founders Financial Alliance, LLC | 2,422 | $202.3K | 0.05% | +2,422 | New |
| Fullcircle Wealth LLC | 2,764 | $202.8K | 0.08% | +97+3.6% | Added |
| Aaron Wealth Advisors | 2,445 | $204.2K | 0.02% | +2,445 | New |
| Walleye Capital LLC | 2,448 | $204.5K | 0.00% | +2,448 | New |
| Riverwater Partners LLC | 2,452 | $204.8K | 0.11% | +2,452 | New |
| Lido Advisors, LLC | 2,453 | $204.9K | 0.00% | +2,453 | New |
| Wedmont Private Capital | 2,703 | $205.6K | 0.01% | +2,703 | New |
| Longboard Asset Management, LP | 2,472 | $206.5K | 0.61% | +2,472 | New |
| Canada Post Corp Registered Pension Plan | 2,493 | $208.2K | 0.09% | +2,493 | New |
| Ascent Group, LLC | 2,504 | $209.2K | 0.01% | +2,504 | New |
| Claro Advisors LLC | 2,505 | $209.2K | 0.03% | +2,505 | New |
| Radnor Capital Management, LLC | 2,515 | $210.0K | 0.04% | +2,515 | New |
| National Bank of Canada | 2,553 | $213.1K | 0.00% | −131,442−98.1% | Reduced |
| Siemens Fonds Invest GmbH | 2,561 | $213.9K | 0.01% | +2,561 | New |
| GWM Advisors LLC | 2,591 | $216.4K | 0.00% | +2,549+6,069.0% | Added |
| Sound View Wealth Advisors Group, LLC | 2,595 | $216.8K | 0.02% | +2,595 | New |
| Guyasuta Investment Advisors Inc | 2,642 | $220.7K | 0.01% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,643 | $220.8K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,678 | $223.7K | 0.02% | +2,678 | New |
| Prudential PLC | 2,692 | $224.9K | 0.00% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,700 | $225.5K | 0.04% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,704 | $225.9K | 0.00% | −862−24.2% | Reduced |
| Principal Securities, Inc. | 3,005 | $227.7K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,779 | $232.1K | 0.13% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,811 | $234.8K | 0.05% | +2,811 | New |
| Boston Family Office LLC | 2,840 | $237.0K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,867 | $239.5K | 0.11% | −2,835−49.7% | Reduced |
| Concurrent Investment Advisors, LLC | 2,915 | $243.5K | 0.01% | −305−9.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,918 | $243.7K | 0.00% | +311+11.9% | Added |
| Cary Street Partners Financial LLC | 2,934 | $245.0K | 0.01% | −1,599−35.3% | Reduced |
| Gries Financial LLC | 2,934 | $245.1K | 0.05% | +2,934 | New |
| Abn Amro Investment Solutions | 2,970 | $248.1K | 0.01% | +2,970 | New |
| Allegiance Financial Group Advisory Services LLC | 2,986 | $249.4K | 0.08% | +2,986 | New |
| Moneta Group Investment Advisors LLC | 3,051 | $254.8K | 0.00% | +210+7.4% | Added |