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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 3,084 | $257.6K | 0.30% | +3,084 | New |
| Grant Private Wealth Management Inc | 3,098 | $258.8K | 0.28% | −228−6.9% | Reduced |
| Kera Capital Partners, Inc. | 3,104 | $259.3K | 0.08% | −94−2.9% | Reduced |
| Rehmann Capital Advisory Group | 3,119 | $260.5K | 0.02% | +49+1.6% | Added |
| Hilltop Holdings Inc. | 3,146 | $262.8K | 0.02% | +3,146 | New |
| Meeder Advisory Services, Inc. | 3,156 | $263.6K | 0.02% | +311+10.9% | Added |
| Sequoia Financial Advisors, LLC | 3,191 | $266.6K | 0.00% | −212−6.2% | Reduced |
| Legacy Capital Group California, Inc. | 3,238 | $270.5K | 0.09% | +235+7.8% | Added |
| Claret Asset Management Corp | – | $272.0K | 0.04% | – | – |
| J.Safra Asset Management Corp | 3,283 | $274.2K | 0.02% | +199+6.5% | Added |
| GAMMA Investing LLC | 3,298 | $275.5K | 0.02% | +549+20.0% | Added |
| Wealth Alliance | 3,305 | $276.1K | 0.03% | +3+0.1% | Added |
| Prelude Capital Management, LLC | 3,308 | $276.3K | 0.03% | +3,308 | New |
| CBOE Vest Financial, LLC | 3,309 | $276.4K | 0.00% | +3,309 | New |
| CIBC Private Wealth Group, LLC | 3,848 | $276.9K | 0.00% | −1,909−33.2% | Reduced |
| Advisory Services Network, LLC | 3,382 | $282.5K | 0.01% | −52−1.5% | Reduced |
| Signaturefd, LLC | 3,408 | $284.7K | 0.01% | +329+10.7% | Added |
| USA Financial Portformulas Corp | 3,522 | $294.2K | 0.05% | +3,522 | New |
| Meixler Investment Management, Ltd. | 3,532 | $295.0K | 0.20% | +355+11.2% | Added |
| AlphaCore Capital LLC | 3,551 | $296.6K | 0.03% | +34+1.0% | Added |
| Sheets Smith Wealth Management | 3,600 | $300.7K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,610 | $301.5K | 0.28% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,611 | $301.7K | 0.01% | +768+27.0% | Added |
| Walleye Trading LLC | 3,625 | $302.8K | 0.01% | +3,625 | New |
| Net Worth Advisory Group | 3,674 | $306.9K | 0.10% | −821−18.3% | Reduced |
| Bridgefront Capital, LLC | 3,712 | $310.1K | 0.09% | +3,712 | New |
| Truvestments Capital LLC | 3,726 | $311.2K | 0.07% | +3,726 | New |
| Quadrature Capital Ltd | 3,730 | $311.6K | 0.01% | +3,730 | New |
| Pinebridge Investments, L.P. | 3,794 | $316.9K | 0.00% | −1,403−27.0% | Reduced |
| Atomi Financial Group, Inc. | 3,813 | $318.5K | 0.01% | +3,813 | New |
| Castleark Management LLC | 3,830 | $319.9K | 0.01% | +430+12.6% | Added |
| New World Advisors LLC | 3,840 | $320.8K | 0.07% | −60−1.5% | Reduced |
| Quest Partners LLC | 3,848 | $321.4K | 0.03% | +3,848 | New |
| EverSource Wealth Advisors, LLC | 3,863 | $322.7K | 0.02% | +1,622+72.4% | Added |
| MetLife Investment Management | 3,864 | $322.8K | 0.00% | +89+2.4% | Added |
| Metis Global Partners, LLC | 3,879 | $324.0K | 0.01% | +854+28.2% | Added |
| Summit X, LLC | 3,929 | $328.2K | 0.07% | +3,929 | New |
| Nicolet Bankshares Inc | 4,063 | $339.4K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 4,080 | $340.8K | 0.01% | +18+0.4% | Added |
| Motley Fool Asset Management LLC | 4,099 | $342.4K | 0.02% | +451+12.4% | Added |
| Simplex Trading, LLC | 4,108 | $343.0K | 0.01% | +4,108 | New |
| Mutual of America Capital Management LLC | 4,142 | $346.0K | 0.00% | +4,142 | New |
| Johnson Financial Group, Inc. | 4,154 | $347.0K | 0.02% | +4,154 | New |
| IFP Advisors, Inc | 4,173 | $348.8K | 0.01% | +1,761+73.0% | Added |
| UniSuper Management Pty Ltd | 4,200 | $350.8K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,235 | $353.7K | 0.06% | +33+0.8% | Added |
| State of Wyoming | 4,320 | $360.9K | 0.05% | −4,103−48.7% | Reduced |
| Sherbrooke Park Advisers LLC | 4,363 | $364.4K | 0.17% | +4,363 | New |
| Mutual Advisors, LLC | 5,025 | $365.3K | 0.01% | +329+7.0% | Added |
| Evercore Wealth Management, LLC | 4,460 | $372.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,479 | $374.1K | 0.00% | +549+14.0% | Added |
| Hancock Whitney Corp | 4,499 | $375.8K | 0.01% | +61+1.4% | Added |
| O'Brien Greene & Co. Inc | 4,583 | $382.8K | 0.13% | −6−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $383.2K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,593 | $383.7K | 0.03% | +771+20.2% | Added |
| Buckingham Strategic Partners | 4,599 | $384.1K | 0.01% | +4,599 | New |
| Ossiam | 4,693 | $392.0K | 0.01% | −1,459−23.7% | Reduced |
| Yousif Capital Management, LLC | 4,835 | $403.9K | 0.00% | +86+1.8% | Added |
| Alhambra Investment Partners LLC | 5,016 | $419.0K | 0.22% | +210+4.4% | Added |
| Empowered Funds, LLC | 5,017 | $419.1K | 0.01% | −103,037−95.4% | Reduced |
| Quadrant Capital Group LLC | 5,171 | $431.9K | 0.02% | +3,324+180.0% | Added |
| Sylvest Advisors, LLC | 5,222 | $436.2K | 0.27% | +410+8.5% | Added |
| FORA Capital, LLC | 5,342 | $446.2K | 0.05% | +5,342 | New |
| Qtron Investments LLC | 5,382 | $449.6K | 0.07% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 5,421 | $452.8K | 0.01% | +5,421 | New |
| Graypoint LLC | 5,581 | $466.2K | 0.03% | −561−9.1% | Reduced |
| Trust Co of Vermont | 5,618 | $469.3K | 0.02% | −102−1.8% | Reduced |
| Brinker Capital Investments, LLC | 5,632 | $470.4K | 0.00% | +5,632 | New |
| Orion Portfolio Solutions, LLC | 5,632 | $470.4K | 0.00% | +5,632 | New |
| Eventide Asset Management, LLC | 5,826 | $477.6K | 0.01% | +5,826 | New |
| Campbell & CO Investment Adviser LLC | 5,721 | $477.9K | 0.04% | +1,634+40.0% | Added |
| Forum Financial Management, LP | 5,739 | $479.4K | 0.01% | −1,525−21.0% | Reduced |
| Advisor Group Holdings, Inc. | 5,863 | $490.1K | 0.00% | −6,174−51.3% | Reduced |
| Warren Averett Asset Management, LLC | 5,928 | $495.2K | 0.01% | +872+17.2% | Added |
| Verition Fund Management LLC | 5,955 | $497.4K | 0.00% | −3,509−37.1% | Reduced |
| Vident Advisory, LLC | 5,971 | $498.8K | 0.01% | +3,007+101.5% | Added |
| Rakuten Investment Management, Inc. | 6,151 | $504.3K | 0.00% | +6,151 | New |
| Ritholtz Wealth Management | 6,089 | $508.6K | 0.02% | +6,089 | New |
| Fedenia Advisers LLC | 6,141 | $513.0K | 0.33% | +3,849+167.9% | Added |
| Ci Investments Inc. | 6,163 | $515.0K | 0.00% | +1,390+29.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,248 | $521.9K | 0.04% | +6,248 | New |
| Atria Wealth Solutions, Inc. | 6,323 | $528.1K | 0.01% | +3,678+139.1% | Added |
| Ontario Teachers Pension Plan Board | 6,330 | $528.7K | 0.01% | +6,330 | New |
| CIBC World Markets Inc. | 6,409 | $535.3K | 0.00% | +2,134+49.9% | Added |
| Petrus Trust Company, LTA | 6,476 | $540.9K | 0.05% | +6,476 | New |
| M&T Bank Corp | 6,494 | $542.2K | 0.00% | −2,044−23.9% | Reduced |
| Jefferies Financial Group Inc. | 6,507 | $543.5K | 0.01% | +6,507 | New |
| Foster & Motley Inc | 6,640 | $555.0K | 0.03% | −2,527−27.6% | Reduced |
| TownSquare Capital, LLC | 6,688 | $558.6K | 0.01% | +1,527+29.6% | Added |
| Perritt Capital Management Inc | 6,763 | $564.9K | 0.31% | −800−10.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $565.7K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 6,772 | $565.7K | 0.02% | +445+7.0% | Added |
| SRS Capital Advisors, Inc. | 6,865 | $573.5K | 0.04% | −969−12.4% | Reduced |
| EP Wealth Advisors, LLC | 6,898 | $576.2K | 0.00% | −105−1.5% | Reduced |
| Summit Trail Advisors, LLC | 6,938 | $579.5K | 0.02% | −1,932−21.8% | Reduced |
| Sienna Gestion | 7,280 | $591.1K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 7,091 | $592.3K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 7,124 | $595.1K | 0.34% | +7,124 | New |
| Chicago Trust Co NA | 7,158 | $597.9K | 0.11% | −132−1.8% | Reduced |
| State of Michigan Retirement System | 7,170 | $598.9K | 0.00% | 00.0% | Unchanged |