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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 7,423 | $608.5K | 0.00% | +1,102+17.4% | Added |
| Schechter Investment Advisors, LLC | 7,327 | $612.1K | 0.05% | −571−7.2% | Reduced |
| Raiffeisen Bank International AG | 7,532 | $617.5K | 0.01% | −9,240−55.1% | Reduced |
| Tectonic Advisors LLC | 7,534 | $629.3K | 0.04% | +144+1.9% | Added |
| Fox Run Management, L.L.C. | 7,536 | $629.5K | 0.10% | +7,536 | New |
| Magnetar Financial LLC | 7,559 | $631.4K | 0.01% | +7,559 | New |
| Commonwealth Equity Services, LLC | 7,568 | $632.0K | 0.00% | +56+0.7% | Added |
| Legacy Wealth Asset Management, LLC | 7,643 | $638.4K | 0.18% | −4,365−36.4% | Reduced |
| Prudent Man Advisors, LLC | 7,651 | $639.1K | 0.23% | +163+2.2% | Added |
| Denali Advisors LLC | 7,711 | $644.1K | 0.07% | 00.0% | Unchanged |
| Bank of Nova Scotia | 7,884 | $658.6K | 0.00% | +117+1.5% | Added |
| Avantax Advisory Services, Inc. | 7,940 | $663.2K | 0.00% | +2,206+38.5% | Added |
| Integrated Wealth Concepts LLC | 7,953 | $664.3K | 0.01% | +88+1.1% | Added |
| Dynamic Advisor Solutions LLC | 7,975 | $666.1K | 0.02% | +7,975 | New |
| Aviva PLC | 8,014 | $669.4K | 0.00% | −44−0.5% | Reduced |
| Wolverine Asset Management LLC | 8,052 | $672.6K | 0.01% | −1,538−16.0% | Reduced |
| WBI Investments | 8,088 | $675.6K | 0.18% | +8,088 | New |
| Merit Financial Group, LLC | 8,108 | $677.3K | 0.01% | +3,372+71.2% | Added |
| Tokio Marine Asset Management Co Ltd | 8,110 | $677.4K | 0.02% | +1,362+20.2% | Added |
| United Capital Financial Advisers, LLC | 8,118 | $678.1K | 0.01% | +204+2.6% | Added |
| Snowden Capital Advisors LLC | 8,546 | $713.8K | 0.02% | +1,172+15.9% | Added |
| NorthCrest Asset Manangement, LLC | 8,788 | $734.1K | 0.02% | +2,285+35.1% | Added |
| Affinity Investment Advisors, LLC | 8,823 | $737.0K | 0.60% | +1,400+18.9% | Added |
| Moody Lynn & Lieberson, LLC | 9,019 | $753.4K | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 9,040 | $755.1K | 0.02% | +2,392+36.0% | Added |
| Oppenheimer & Co Inc | 9,173 | $766.2K | 0.01% | +208+2.3% | Added |
| AXA S.A. | 9,242 | $772.0K | 0.00% | −4,871−34.5% | Reduced |
| Davis Capital Management | 9,243 | $772.1K | 0.62% | +711+8.3% | Added |
| Point72 (DIFC) Ltd | 9,285 | $775.6K | 0.07% | +9,285 | New |
| Intech Investment Management LLC | 9,314 | $778.0K | 0.01% | −452−4.6% | Reduced |
| Colony Group, LLC | 9,362 | $782.0K | 0.00% | +2,431+35.1% | Added |
| Haven Private, LLC | 9,405 | $785.6K | 0.44% | −86−0.9% | Reduced |
| CI Private Wealth, LLC | 9,472 | $791.2K | 0.00% | −751−7.3% | Reduced |
| Union Bancaire Privee, UBP SA | 9,018 | $794.9K | 0.02% | −1,119−11.0% | Reduced |
| Curated Wealth Partners LLC | 9,565 | $799.0K | 0.10% | −2,877−23.1% | Reduced |
| Clearstead Advisors, LLC | 9,624 | $803.9K | 0.01% | −2,633−21.5% | Reduced |
| Bayesian Capital Management, LP | 9,900 | $826.9K | 0.14% | +9,900 | New |
| Maryland State Retirement & Pension System | 10,044 | $839.0K | 0.02% | −1,429−12.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,132 | $846.0K | 0.01% | +176+1.8% | Added |
| CIBC World Markets Corp | 10,143 | $847.2K | 0.01% | +148+1.5% | Added |
| CIBC Asset Management Inc | 10,377 | $866.8K | 0.00% | +520+5.3% | Added |
| one8zero8, LLC | 10,421 | $870.5K | 0.21% | −1,099−9.5% | Reduced |
| Principal Financial Group Inc | 10,554 | $881.6K | 0.00% | −464−4.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 10,943 | $884.3K | 0.05% | +10,943 | New |
| Creative Planning | 10,640 | $888.8K | 0.00% | +2,019+23.4% | Added |
| Cornercap Investment Counsel Inc | 10,840 | $905.5K | 0.47% | −124−1.1% | Reduced |
| Groesbeck Investment Management Corp | 10,873 | $908.0K | 1.27% | 00.0% | Unchanged |
| Vestcor Inc | 11,082 | $926.0K | 0.03% | +7,394+200.5% | Added |
| First National Bank of Hutchinson | 11,089 | $926.3K | 0.61% | −193−1.7% | Reduced |
| Amalgamated Bank | 11,420 | $954.0K | 0.01% | +446+4.1% | Added |
| Hillsdale Investment Management Inc. | 11,430 | $954.7K | 0.05% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 11,569 | $966.4K | 0.26% | +231+2.0% | Added |
| We Are One Seven, LLC | 11,598 | $968.8K | 0.04% | −18−0.2% | Reduced |
| Williamson Legacy Group, LLC | 11,644 | $972.6K | 0.92% | +11,644 | New |
| Roberts Capital Advisors, LLC | 11,759 | $982.2K | 0.86% | 00.0% | Unchanged |
| Regions Financial Corp | 11,795 | $985.2K | 0.01% | −2,344−16.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,017 | $1.00M | 0.00% | +3,293+37.7% | Added |
| Point72 Hong Kong Ltd | 12,270 | $1.02M | 0.07% | +12,270 | New |
| Pensionmark Financial Group, LLC | 12,443 | $1.04M | 0.03% | −79−0.6% | Reduced |
| Gulf International Bank (UK) Ltd | 12,826 | $1.07M | 0.04% | −4,704−26.8% | Reduced |
| HighTower Advisors, LLC | 13,302 | $1.11M | 0.00% | −356−2.6% | Reduced |
| Bessemer Group Inc | 13,333 | $1.11M | 0.00% | −28,325−68.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 13,500 | $1.13M | 0.09% | −4,250−23.9% | Reduced |
| Prudential Financial Inc | 13,629 | $1.14M | 0.00% | +2,933+27.4% | Added |
| CSS LLC | 13,640 | $1.14M | 0.08% | +7,290+114.8% | Added |
| Ostrum Asset Management | 13,773 | $1.15M | 0.06% | +11,199+435.1% | Added |
| Investment Management Corp of Ontario | 13,931 | $1.16M | 0.02% | +100+0.7% | Added |
| Machina Capital S.A.S. | 14,324 | $1.20M | 0.35% | +9,160+177.4% | Added |
| Kentucky Retirement Systems | 14,670 | $1.23M | 0.04% | +14,670 | New |
| Alps Advisors Inc | 14,743 | $1.23M | 0.01% | −2,221−13.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,804 | $1.24M | 0.08% | +14,804 | New |
| Swiss Life Asset Management Ltd | 14,815 | $1.24M | 0.01% | +6,210+72.2% | Added |
| Coppell Advisory Solutions LLC | 16,542 | $1.24M | 0.18% | +15,016+984.0% | Added |
| Thrivent Financial for Lutherans | 15,161 | $1.24M | 0.00% | −45,281−74.9% | Reduced |
| Avantra Family Wealth, Inc. | 14,886 | $1.24M | 1.19% | +2,060+16.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 75,865 | $1.26M | 0.01% | +60,784+403.1% | Added |
| Walter & Keenan Financial Consulting Co | 15,058 | $1.26M | 0.38% | +58+0.4% | Added |
| Kensington Investment Counsel, LLC | 15,136 | $1.26M | 0.56% | −411−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,344 | $1.28M | 0.03% | +5,239+51.8% | Added |
| Apollon Wealth Management, LLC | 15,431 | $1.29M | 0.03% | +15,431 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,530 | $1.30M | 0.00% | −60,577−79.6% | Reduced |
| Jackson Square Capital, LLC | 15,646 | $1.31M | 0.42% | +60.0% | Added |
| Captrust Financial Advisors | 15,647 | $1.31M | 0.00% | +4,515+40.6% | Added |
| Balyasny Asset Management LLC | 15,857 | $1.32M | 0.00% | +15,857 | New |
| Pallas Capital Advisors LLC | 15,970 | $1.33M | 0.06% | +8,494+113.6% | Added |
| Byrne Asset Management LLC | 16,046 | $1.34M | 1.00% | −295−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 16,050 | $1.34M | 0.02% | +3,698+29.9% | Added |
| Kestra Advisory Services, LLC | 16,073 | $1.34M | 0.01% | +6,917+75.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,557 | $1.36M | 0.01% | +4,460+36.9% | Added |
| Koss-Olinger Consulting, LLC | 16,287 | $1.36M | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 16,292 | $1.36M | 0.02% | +1,383+9.3% | Added |
| LRI Investments, LLC | 16,473 | $1.38M | 0.13% | −6,125−27.1% | Reduced |
| Atria Investments LLC | 16,760 | $1.40M | 0.02% | +1,595+10.5% | Added |
| Boyar Asset Management Inc. | 16,834 | $1.41M | 1.02% | −1,230−6.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,885 | $1.41M | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 17,100 | $1.43M | 0.00% | −2,200−11.4% | Reduced |
| Tredje AP-fonden | 17,402 | $1.45M | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,460 | $1.46M | 0.00% | −1,147−6.2% | Reduced |
| Inlet Private Wealth, LLC | 17,475 | $1.46M | 0.38% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 17,323 | $1.46M | 0.12% | 00.0% | Unchanged |