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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 8,108 | $677.3K | 0.01% | +3,372+71.2% | Added |
| WBI Investments | 8,088 | $675.6K | 0.18% | +8,088 | New |
| Wolverine Asset Management LLC | 8,052 | $672.6K | 0.01% | −1,538−16.0% | Reduced |
| Aviva PLC | 8,014 | $669.4K | 0.00% | −44−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 7,975 | $666.1K | 0.02% | +7,975 | New |
| Integrated Wealth Concepts LLC | 7,953 | $664.3K | 0.01% | +88+1.1% | Added |
| Avantax Advisory Services, Inc. | 7,940 | $663.2K | 0.00% | +2,206+38.5% | Added |
| Bank of Nova Scotia | 7,884 | $658.6K | 0.00% | +117+1.5% | Added |
| Denali Advisors LLC | 7,711 | $644.1K | 0.07% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 7,651 | $639.1K | 0.23% | +163+2.2% | Added |
| Legacy Wealth Asset Management, LLC | 7,643 | $638.4K | 0.18% | −4,365−36.4% | Reduced |
| Commonwealth Equity Services, LLC | 7,568 | $632.0K | 0.00% | +56+0.7% | Added |
| Magnetar Financial LLC | 7,559 | $631.4K | 0.01% | +7,559 | New |
| Fox Run Management, L.L.C. | 7,536 | $629.5K | 0.10% | +7,536 | New |
| Tectonic Advisors LLC | 7,534 | $629.3K | 0.04% | +144+1.9% | Added |
| Raiffeisen Bank International AG | 7,532 | $617.5K | 0.01% | −9,240−55.1% | Reduced |
| Schechter Investment Advisors, LLC | 7,327 | $612.1K | 0.05% | −571−7.2% | Reduced |
| Jones Financial Companies LLLP | 7,423 | $608.5K | 0.00% | +1,102+17.4% | Added |
| State of Michigan Retirement System | 7,170 | $598.9K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,158 | $597.9K | 0.11% | −132−1.8% | Reduced |
| MQS Management LLC | 7,124 | $595.1K | 0.34% | +7,124 | New |
| Carret Asset Management, LLC | 7,091 | $592.3K | 0.07% | 00.0% | Unchanged |
| Sienna Gestion | 7,280 | $591.1K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,938 | $579.5K | 0.02% | −1,932−21.8% | Reduced |
| EP Wealth Advisors, LLC | 6,898 | $576.2K | 0.00% | −105−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 6,865 | $573.5K | 0.04% | −969−12.4% | 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 |
| Perritt Capital Management Inc | 6,763 | $564.9K | 0.31% | −800−10.6% | Reduced |
| TownSquare Capital, LLC | 6,688 | $558.6K | 0.01% | +1,527+29.6% | Added |
| Foster & Motley Inc | 6,640 | $555.0K | 0.03% | −2,527−27.6% | Reduced |
| Jefferies Financial Group Inc. | 6,507 | $543.5K | 0.01% | +6,507 | New |
| M&T Bank Corp | 6,494 | $542.2K | 0.00% | −2,044−23.9% | Reduced |
| Petrus Trust Company, LTA | 6,476 | $540.9K | 0.05% | +6,476 | New |
| CIBC World Markets Inc. | 6,409 | $535.3K | 0.00% | +2,134+49.9% | Added |
| Ontario Teachers Pension Plan Board | 6,330 | $528.7K | 0.01% | +6,330 | New |
| Atria Wealth Solutions, Inc. | 6,323 | $528.1K | 0.01% | +3,678+139.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,248 | $521.9K | 0.04% | +6,248 | New |
| Ci Investments Inc. | 6,163 | $515.0K | 0.00% | +1,390+29.1% | Added |
| Fedenia Advisers LLC | 6,141 | $513.0K | 0.33% | +3,849+167.9% | Added |
| Ritholtz Wealth Management | 6,089 | $508.6K | 0.02% | +6,089 | New |
| Rakuten Investment Management, Inc. | 6,151 | $504.3K | 0.00% | +6,151 | New |
| Vident Advisory, LLC | 5,971 | $498.8K | 0.01% | +3,007+101.5% | Added |
| Verition Fund Management LLC | 5,955 | $497.4K | 0.00% | −3,509−37.1% | Reduced |
| Warren Averett Asset Management, LLC | 5,928 | $495.2K | 0.01% | +872+17.2% | Added |
| Advisor Group Holdings, Inc. | 5,863 | $490.1K | 0.00% | −6,174−51.3% | Reduced |
| Forum Financial Management, LP | 5,739 | $479.4K | 0.01% | −1,525−21.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,721 | $477.9K | 0.04% | +1,634+40.0% | Added |
| Eventide Asset Management, LLC | 5,826 | $477.6K | 0.01% | +5,826 | New |
| 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 |
| Trust Co of Vermont | 5,618 | $469.3K | 0.02% | −102−1.8% | Reduced |
| Graypoint LLC | 5,581 | $466.2K | 0.03% | −561−9.1% | Reduced |
| ASR Vermogensbeheer N.V. | 5,421 | $452.8K | 0.01% | +5,421 | New |
| Qtron Investments LLC | 5,382 | $449.6K | 0.07% | 00.0% | Unchanged |
| FORA Capital, LLC | 5,342 | $446.2K | 0.05% | +5,342 | New |
| Sylvest Advisors, LLC | 5,222 | $436.2K | 0.27% | +410+8.5% | Added |
| Quadrant Capital Group LLC | 5,171 | $431.9K | 0.02% | +3,324+180.0% | Added |
| Empowered Funds, LLC | 5,017 | $419.1K | 0.01% | −103,037−95.4% | Reduced |
| Alhambra Investment Partners LLC | 5,016 | $419.0K | 0.22% | +210+4.4% | Added |
| Yousif Capital Management, LLC | 4,835 | $403.9K | 0.00% | +86+1.8% | Added |
| Ossiam | 4,693 | $392.0K | 0.01% | −1,459−23.7% | Reduced |
| Buckingham Strategic Partners | 4,599 | $384.1K | 0.01% | +4,599 | New |
| Transcend Wealth Collective, LLC | 4,593 | $383.7K | 0.03% | +771+20.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $383.2K | 0.01% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,583 | $382.8K | 0.13% | −6−0.1% | Reduced |
| Hancock Whitney Corp | 4,499 | $375.8K | 0.01% | +61+1.4% | Added |
| Fiduciary Trust Co | 4,479 | $374.1K | 0.00% | +549+14.0% | Added |
| Evercore Wealth Management, LLC | 4,460 | $372.5K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,025 | $365.3K | 0.01% | +329+7.0% | Added |
| Sherbrooke Park Advisers LLC | 4,363 | $364.4K | 0.17% | +4,363 | New |
| State of Wyoming | 4,320 | $360.9K | 0.05% | −4,103−48.7% | Reduced |
| Ironwood Investment Counsel, LLC | 4,235 | $353.7K | 0.06% | +33+0.8% | Added |
| UniSuper Management Pty Ltd | 4,200 | $350.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,173 | $348.8K | 0.01% | +1,761+73.0% | Added |
| Johnson Financial Group, Inc. | 4,154 | $347.0K | 0.02% | +4,154 | New |
| Mutual of America Capital Management LLC | 4,142 | $346.0K | 0.00% | +4,142 | New |
| Simplex Trading, LLC | 4,108 | $343.0K | 0.01% | +4,108 | New |
| Motley Fool Asset Management LLC | 4,099 | $342.4K | 0.02% | +451+12.4% | Added |
| Old National Bancorp | 4,080 | $340.8K | 0.01% | +18+0.4% | Added |
| Nicolet Bankshares Inc | 4,063 | $339.4K | 0.07% | 00.0% | Unchanged |
| Summit X, LLC | 3,929 | $328.2K | 0.07% | +3,929 | New |
| Metis Global Partners, LLC | 3,879 | $324.0K | 0.01% | +854+28.2% | Added |
| MetLife Investment Management | 3,864 | $322.8K | 0.00% | +89+2.4% | Added |
| EverSource Wealth Advisors, LLC | 3,863 | $322.7K | 0.02% | +1,622+72.4% | Added |
| Quest Partners LLC | 3,848 | $321.4K | 0.03% | +3,848 | New |
| New World Advisors LLC | 3,840 | $320.8K | 0.07% | −60−1.5% | Reduced |
| Castleark Management LLC | 3,830 | $319.9K | 0.01% | +430+12.6% | Added |
| Atomi Financial Group, Inc. | 3,813 | $318.5K | 0.01% | +3,813 | New |
| Pinebridge Investments, L.P. | 3,794 | $316.9K | 0.00% | −1,403−27.0% | Reduced |
| Quadrature Capital Ltd | 3,730 | $311.6K | 0.01% | +3,730 | New |
| Truvestments Capital LLC | 3,726 | $311.2K | 0.07% | +3,726 | New |
| Bridgefront Capital, LLC | 3,712 | $310.1K | 0.09% | +3,712 | New |
| Net Worth Advisory Group | 3,674 | $306.9K | 0.10% | −821−18.3% | Reduced |
| Walleye Trading LLC | 3,625 | $302.8K | 0.01% | +3,625 | New |
| Arkadios Wealth Advisors | 3,611 | $301.7K | 0.01% | +768+27.0% | Added |
| MeadowBrook Investment Advisors LLC | 3,610 | $301.5K | 0.28% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 3,600 | $300.7K | 0.04% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,551 | $296.6K | 0.03% | +34+1.0% | Added |
| Meixler Investment Management, Ltd. | 3,532 | $295.0K | 0.20% | +355+11.2% | Added |