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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 3,522 | $294.2K | 0.05% | +3,522 | New |
| Signaturefd, LLC | 3,408 | $284.7K | 0.01% | +329+10.7% | Added |
| Advisory Services Network, LLC | 3,382 | $282.5K | 0.01% | −52−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,848 | $276.9K | 0.00% | −1,909−33.2% | Reduced |
| CBOE Vest Financial, LLC | 3,309 | $276.4K | 0.00% | +3,309 | New |
| Prelude Capital Management, LLC | 3,308 | $276.3K | 0.03% | +3,308 | New |
| Wealth Alliance | 3,305 | $276.1K | 0.03% | +3+0.1% | Added |
| GAMMA Investing LLC | 3,298 | $275.5K | 0.02% | +549+20.0% | Added |
| J.Safra Asset Management Corp | 3,283 | $274.2K | 0.02% | +199+6.5% | Added |
| Claret Asset Management Corp | – | $272.0K | 0.04% | – | – |
| Legacy Capital Group California, Inc. | 3,238 | $270.5K | 0.09% | +235+7.8% | Added |
| Sequoia Financial Advisors, LLC | 3,191 | $266.6K | 0.00% | −212−6.2% | Reduced |
| Meeder Advisory Services, Inc. | 3,156 | $263.6K | 0.02% | +311+10.9% | Added |
| Hilltop Holdings Inc. | 3,146 | $262.8K | 0.02% | +3,146 | New |
| Rehmann Capital Advisory Group | 3,119 | $260.5K | 0.02% | +49+1.6% | Added |
| Kera Capital Partners, Inc. | 3,104 | $259.3K | 0.08% | −94−2.9% | Reduced |
| Grant Private Wealth Management Inc | 3,098 | $258.8K | 0.28% | −228−6.9% | Reduced |
| Keebeck Alpha, LP | 3,084 | $257.6K | 0.30% | +3,084 | New |
| Moneta Group Investment Advisors LLC | 3,051 | $254.8K | 0.00% | +210+7.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,986 | $249.4K | 0.08% | +2,986 | New |
| Abn Amro Investment Solutions | 2,970 | $248.1K | 0.01% | +2,970 | New |
| Gries Financial LLC | 2,934 | $245.1K | 0.05% | +2,934 | New |
| Cary Street Partners Financial LLC | 2,934 | $245.0K | 0.01% | −1,599−35.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,918 | $243.7K | 0.00% | +311+11.9% | Added |
| Concurrent Investment Advisors, LLC | 2,915 | $243.5K | 0.01% | −305−9.5% | Reduced |
| EntryPoint Capital, LLC | 2,867 | $239.5K | 0.11% | −2,835−49.7% | Reduced |
| Boston Family Office LLC | 2,840 | $237.0K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,811 | $234.8K | 0.05% | +2,811 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,779 | $232.1K | 0.13% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,005 | $227.7K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,704 | $225.9K | 0.00% | −862−24.2% | Reduced |
| Sky Investment Group LLC | 2,700 | $225.5K | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 2,692 | $224.9K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,678 | $223.7K | 0.02% | +2,678 | New |
| Global Strategic Investment Solutions, LLC | 2,643 | $220.8K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,642 | $220.7K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,595 | $216.8K | 0.02% | +2,595 | New |
| GWM Advisors LLC | 2,591 | $216.4K | 0.00% | +2,549+6,069.0% | Added |
| Siemens Fonds Invest GmbH | 2,561 | $213.9K | 0.01% | +2,561 | New |
| National Bank of Canada | 2,553 | $213.1K | 0.00% | −131,442−98.1% | Reduced |
| Radnor Capital Management, LLC | 2,515 | $210.0K | 0.04% | +2,515 | New |
| Claro Advisors LLC | 2,505 | $209.2K | 0.03% | +2,505 | New |
| Ascent Group, LLC | 2,504 | $209.2K | 0.01% | +2,504 | New |
| Canada Post Corp Registered Pension Plan | 2,493 | $208.2K | 0.09% | +2,493 | New |
| Longboard Asset Management, LP | 2,472 | $206.5K | 0.61% | +2,472 | New |
| Wedmont Private Capital | 2,703 | $205.6K | 0.01% | +2,703 | New |
| Lido Advisors, LLC | 2,453 | $204.9K | 0.00% | +2,453 | New |
| Riverwater Partners LLC | 2,452 | $204.8K | 0.11% | +2,452 | New |
| Walleye Capital LLC | 2,448 | $204.5K | 0.00% | +2,448 | New |
| Aaron Wealth Advisors | 2,445 | $204.2K | 0.02% | +2,445 | New |
| Fullcircle Wealth LLC | 2,764 | $202.8K | 0.08% | +97+3.6% | Added |
| Founders Financial Alliance, LLC | 2,422 | $202.3K | 0.05% | +2,422 | New |
| Harvest Fund Management Co., Ltd | 2,419 | $202.0K | 0.01% | +2,419 | New |
| Aster Capital Management (DIFC) Ltd | 2,209 | $196.7K | 0.04% | +2,209 | New |
| 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 |
| Cary Street Partner Investment Advisory LLC | 1,926 | $160.9K | 0.09% | +423+28.1% | Added |
| Allworth Financial LP | 2,016 | $156.1K | 0.00% | +115+6.0% | Added |
| Lazard Asset Management LLC | 1,704 | $142.0K | 0.00% | −41,867−96.1% | Reduced |
| Smartleaf Asset Management LLC | 1,637 | $134.2K | 0.01% | +518+46.3% | Added |
| Coldstream Capital Management Inc | 1,591 | $132.9K | 0.00% | +1,591 | New |
| Farther Finance Advisors, LLC | 1,600 | $132.8K | 0.00% | +437+37.6% | Added |
| 1620 Investment Advisors, Inc. | 1,530 | $127.8K | 0.10% | +867+130.8% | Added |
| Corebridge Financial, Inc. | 1,446 | $120.8K | 0.00% | −48−3.2% | Reduced |
| First Horizon Advisors, Inc. | 1,431 | $119.5K | 0.00% | +134+10.3% | Added |
| Cohen & Steers, Inc. | 1,400 | $117.0K | 0.00% | +1,400 | New |
| MAI Capital Management | 1,401 | $117.0K | 0.00% | +147+11.7% | Added |
| Motco | 1,355 | $113.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,346 | $112.0K | 0.07% | −223−14.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,315 | $110.0K | 0.01% | −66−4.8% | Reduced |
| Anchor Investment Management, LLC | 1,298 | $108.4K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,258 | $104.8K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,200 | $100.2K | 0.02% | +236+24.5% | Added |
| Murphy & Mullick Capital Management Corp | 1,198 | $100.1K | 0.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,033 | $86.0K | 0.00% | +48+4.9% | Added |
| Versant Capital Management, Inc | 1,023 | $85.5K | 0.01% | +74+7.8% | Added |
| Global X Japan Co., Ltd. | 1,011 | $84.4K | 0.01% | +140+16.1% | Added |
| Lindbrook Capital, LLC | 990 | $82.7K | 0.01% | +538+119.0% | Added |
| Bayforest Capital Ltd | 977 | $81.6K | 0.04% | +977 | New |
| Steward Partners Investment Advisory, LLC | 953 | $79.6K | 0.00% | +68+7.7% | Added |
| Sunbelt Securities, Inc. | 891 | $74.4K | 0.01% | +891 | New |
| Fortis Group Advisors, LLC | 870 | $72.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 868 | $72.5K | 0.00% | +44+5.3% | Added |
| Rialto Wealth Management, LLC | 856 | $71.5K | 0.02% | +8+0.9% | Added |
| Central Trust Co | 853 | $71.3K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 831 | $69.0K | 0.03% | +831 | New |
| Valley National Advisers Inc | 763 | $63.0K | 0.01% | −91−10.7% | Reduced |
| Westpac Banking Corp | 738 | $61.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 723 | $60.4K | 0.01% | +193+36.4% | Added |
| Strengthening Families & Communities, LLC | 675 | $56.4K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 670 | $56.0K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 614 | $51.3K | 0.04% | +614 | New |
| True Wealth Design, LLC | 589 | $49.2K | 0.02% | +38+6.9% | Added |
| Frazier Financial Advisors, LLC | 587 | $49.0K | 0.04% | +527+878.3% | Added |
| Central Pacific Bank - Trust Division | 586 | $48.9K | 0.01% | −118−16.8% | Reduced |
| 1248 Management, LLC | 543 | $45.4K | 0.02% | +543 | New |
| Bellevue Asset Management, LLC | 534 | $44.6K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 524 | $43.8K | 0.00% | +275+110.4% | Added |
| Financial Avengers, Inc. | 506 | $42.2K | 0.02% | +2+0.4% | Added |
| Evelyn Partners Investment Management LLP | 500 | $41.8K | 0.00% | 00.0% | Unchanged |