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 |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 23,846 | $1.99M | 0.03% | +23,846 | New |
| Integrated Investment Consultants, LLC | 23,224 | $1.94M | 0.39% | −102−0.4% | Reduced |
| RSM US Wealth Management LLC | 23,028 | $1.92M | 0.03% | −117−0.5% | Reduced |
| Intrepid Capital Management Inc | 22,924 | $1.91M | 0.93% | +22,924 | New |
| Catalyst Capital Advisors LLC | 22,425 | $1.87M | 0.04% | −1,425−6.0% | Reduced |
| Argent Trust Co | 22,381 | $1.87M | 0.08% | +2,841+14.5% | Added |
| The PNC Financial Services Group, Inc. | 21,659 | $1.81M | 0.00% | +883+4.3% | Added |
| Manufacturers Life Insurance Company, The | 21,393 | $1.79M | 0.00% | −1,778−7.7% | Reduced |
| Baird Financial Group, Inc. | 20,952 | $1.75M | 0.00% | +12,976+162.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,482 | $1.71M | 0.02% | −122−0.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 20,361 | $1.70M | 0.10% | +1,751+9.4% | Added |
| Vontobel Holding Ltd. | 19,947 | $1.67M | 0.01% | +2,370+13.5% | Added |
| Oppenheimer Asset Management Inc. | 19,880 | $1.66M | 0.02% | −12,156−37.9% | Reduced |
| Caxton Associates LLP | 19,624 | $1.64M | 0.06% | +19,624 | New |
| Gateway Investment Advisers LLC | 19,592 | $1.64M | 0.02% | +1,827+10.3% | Added |
| Delphi Management Inc | 18,270 | $1.53M | 1.56% | −2,613−12.5% | Reduced |
| Nisa Investment Advisors, LLC | 17,859 | $1.49M | 0.01% | −3,084−14.7% | Reduced |
| US Bancorp | 17,699 | $1.48M | 0.00% | +469+2.7% | Added |
| Plato Investment Management Ltd | 17,323 | $1.46M | 0.12% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 17,475 | $1.46M | 0.38% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,460 | $1.46M | 0.00% | −1,147−6.2% | Reduced |
| Tredje AP-fonden | 17,402 | $1.45M | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 17,100 | $1.43M | 0.00% | −2,200−11.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,885 | $1.41M | 0.02% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 16,834 | $1.41M | 1.02% | −1,230−6.8% | Reduced |
| Atria Investments LLC | 16,760 | $1.40M | 0.02% | +1,595+10.5% | Added |
| LRI Investments, LLC | 16,473 | $1.38M | 0.13% | −6,125−27.1% | Reduced |
| JustInvest LLC | 16,292 | $1.36M | 0.02% | +1,383+9.3% | Added |
| Koss-Olinger Consulting, LLC | 16,287 | $1.36M | 0.11% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 16,557 | $1.36M | 0.01% | +4,460+36.9% | Added |
| Kestra Advisory Services, LLC | 16,073 | $1.34M | 0.01% | +6,917+75.5% | Added |
| Kestra Private Wealth Services, LLC | 16,050 | $1.34M | 0.02% | +3,698+29.9% | Added |
| Byrne Asset Management LLC | 16,046 | $1.34M | 1.00% | −295−1.8% | Reduced |
| Pallas Capital Advisors LLC | 15,970 | $1.33M | 0.06% | +8,494+113.6% | Added |
| Balyasny Asset Management LLC | 15,857 | $1.32M | 0.00% | +15,857 | New |
| Captrust Financial Advisors | 15,647 | $1.31M | 0.00% | +4,515+40.6% | Added |
| Jackson Square Capital, LLC | 15,646 | $1.31M | 0.42% | +60.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,530 | $1.30M | 0.00% | −60,577−79.6% | Reduced |
| Apollon Wealth Management, LLC | 15,431 | $1.29M | 0.03% | +15,431 | New |
| Meiji Yasuda Life Insurance Co | 15,344 | $1.28M | 0.03% | +5,239+51.8% | Added |
| Kensington Investment Counsel, LLC | 15,136 | $1.26M | 0.56% | −411−2.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 15,058 | $1.26M | 0.38% | +58+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 75,865 | $1.26M | 0.01% | +60,784+403.1% | Added |
| Avantra Family Wealth, Inc. | 14,886 | $1.24M | 1.19% | +2,060+16.1% | Added |
| Thrivent Financial for Lutherans | 15,161 | $1.24M | 0.00% | −45,281−74.9% | Reduced |
| Coppell Advisory Solutions LLC | 16,542 | $1.24M | 0.18% | +15,016+984.0% | Added |
| Swiss Life Asset Management Ltd | 14,815 | $1.24M | 0.01% | +6,210+72.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,804 | $1.24M | 0.08% | +14,804 | New |
| Alps Advisors Inc | 14,743 | $1.23M | 0.01% | −2,221−13.1% | Reduced |
| Kentucky Retirement Systems | 14,670 | $1.23M | 0.04% | +14,670 | New |
| Machina Capital S.A.S. | 14,324 | $1.20M | 0.35% | +9,160+177.4% | Added |
| Investment Management Corp of Ontario | 13,931 | $1.16M | 0.02% | +100+0.7% | Added |
| Ostrum Asset Management | 13,773 | $1.15M | 0.06% | +11,199+435.1% | Added |
| CSS LLC | 13,640 | $1.14M | 0.08% | +7,290+114.8% | Added |
| Prudential Financial Inc | 13,629 | $1.14M | 0.00% | +2,933+27.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 13,500 | $1.13M | 0.09% | −4,250−23.9% | Reduced |
| Bessemer Group Inc | 13,333 | $1.11M | 0.00% | −28,325−68.0% | Reduced |
| HighTower Advisors, LLC | 13,302 | $1.11M | 0.00% | −356−2.6% | Reduced |
| Gulf International Bank (UK) Ltd | 12,826 | $1.07M | 0.04% | −4,704−26.8% | Reduced |
| Pensionmark Financial Group, LLC | 12,443 | $1.04M | 0.03% | −79−0.6% | Reduced |
| Point72 Hong Kong Ltd | 12,270 | $1.02M | 0.07% | +12,270 | New |
| Envestnet Portfolio Solutions, Inc. | 12,017 | $1.00M | 0.00% | +3,293+37.7% | Added |
| Regions Financial Corp | 11,795 | $985.2K | 0.01% | −2,344−16.6% | Reduced |
| Roberts Capital Advisors, LLC | 11,759 | $982.2K | 0.86% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 11,644 | $972.6K | 0.92% | +11,644 | New |
| We Are One Seven, LLC | 11,598 | $968.8K | 0.04% | −18−0.2% | Reduced |
| Auxano Advisors, LLC | 11,569 | $966.4K | 0.26% | +231+2.0% | Added |
| Hillsdale Investment Management Inc. | 11,430 | $954.7K | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 11,420 | $954.0K | 0.01% | +446+4.1% | Added |
| First National Bank of Hutchinson | 11,089 | $926.3K | 0.61% | −193−1.7% | Reduced |
| Vestcor Inc | 11,082 | $926.0K | 0.03% | +7,394+200.5% | Added |
| Groesbeck Investment Management Corp | 10,873 | $908.0K | 1.27% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 10,840 | $905.5K | 0.47% | −124−1.1% | Reduced |
| Creative Planning | 10,640 | $888.8K | 0.00% | +2,019+23.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 10,943 | $884.3K | 0.05% | +10,943 | New |
| Principal Financial Group Inc | 10,554 | $881.6K | 0.00% | −464−4.2% | Reduced |
| one8zero8, LLC | 10,421 | $870.5K | 0.21% | −1,099−9.5% | Reduced |
| CIBC Asset Management Inc | 10,377 | $866.8K | 0.00% | +520+5.3% | Added |
| CIBC World Markets Corp | 10,143 | $847.2K | 0.01% | +148+1.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,132 | $846.0K | 0.01% | +176+1.8% | Added |
| Maryland State Retirement & Pension System | 10,044 | $839.0K | 0.02% | −1,429−12.5% | Reduced |
| Bayesian Capital Management, LP | 9,900 | $826.9K | 0.14% | +9,900 | New |
| Clearstead Advisors, LLC | 9,624 | $803.9K | 0.01% | −2,633−21.5% | Reduced |
| Curated Wealth Partners LLC | 9,565 | $799.0K | 0.10% | −2,877−23.1% | Reduced |
| Union Bancaire Privee, UBP SA | 9,018 | $794.9K | 0.02% | −1,119−11.0% | Reduced |
| CI Private Wealth, LLC | 9,472 | $791.2K | 0.00% | −751−7.3% | Reduced |
| Haven Private, LLC | 9,405 | $785.6K | 0.44% | −86−0.9% | Reduced |
| Colony Group, LLC | 9,362 | $782.0K | 0.00% | +2,431+35.1% | Added |
| Intech Investment Management LLC | 9,314 | $778.0K | 0.01% | −452−4.6% | Reduced |
| Point72 (DIFC) Ltd | 9,285 | $775.6K | 0.07% | +9,285 | New |
| Davis Capital Management | 9,243 | $772.1K | 0.62% | +711+8.3% | Added |
| AXA S.A. | 9,242 | $772.0K | 0.00% | −4,871−34.5% | Reduced |
| Oppenheimer & Co Inc | 9,173 | $766.2K | 0.01% | +208+2.3% | Added |
| Allstate Corp | 9,040 | $755.1K | 0.02% | +2,392+36.0% | Added |
| Moody Lynn & Lieberson, LLC | 9,019 | $753.4K | 0.05% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 8,823 | $737.0K | 0.60% | +1,400+18.9% | Added |
| NorthCrest Asset Manangement, LLC | 8,788 | $734.1K | 0.02% | +2,285+35.1% | Added |
| Snowden Capital Advisors LLC | 8,546 | $713.8K | 0.02% | +1,172+15.9% | Added |
| United Capital Financial Advisers, LLC | 8,118 | $678.1K | 0.01% | +204+2.6% | Added |
| Tokio Marine Asset Management Co Ltd | 8,110 | $677.4K | 0.02% | +1,362+20.2% | Added |