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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 481 | $40.2K | 0.00% | +98+25.6% | Added |
| Spire Wealth Management | 443 | $37.0K | 0.00% | −21−4.5% | Reduced |
| Boston Private Wealth LLC | 394 | $32.9K | 0.00% | +394 | New |
| Salem Investment Counselors Inc | 364 | $30.4K | 0.00% | +54+17.4% | Added |
| GeoWealth Management, LLC | 363 | $30.3K | 0.00% | −3,146−89.7% | Reduced |
| Elequin Capital LP | 360 | $30.1K | 0.01% | +360 | New |
| N.E.W. Advisory Services LLC | 350 | $29.2K | 0.00% | +350 | New |
| Whittier Trust Co | 344 | $28.7K | 0.00% | +344 | New |
| Larson Financial Group LLC | 338 | $28.2K | 0.00% | +292+634.8% | Added |
| Caldwell Trust Co | 324 | $27.1K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 306 | $25.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $25.1K | 0.01% | +300 | New |
| Hemington Wealth Management | 308 | $25.0K | 0.00% | +67+27.8% | Added |
| Atwood & Palmer Inc | 298 | $24.9K | 0.00% | +166+125.8% | Added |
| Private Trust Co NA | 289 | $24.1K | 0.00% | +79+37.6% | Added |
| Pinnacle Bancorp, Inc. | 283 | $23.6K | 0.01% | +172+155.0% | Added |
| Highline Wealth Partners LLC | 273 | $22.8K | 0.01% | +273 | New |
| Tower Research Capital LLC (TRC) | 266 | $21.8K | 0.00% | −3,978−93.7% | Reduced |
| JFS Wealth Advisors, LLC | 247 | $20.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 230 | $19.2K | 0.00% | +230 | New |
| Capital Advisors, Ltd. LLC | 212 | $18.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 192 | $16.0K | 0.00% | +25+15.0% | Added |
| Kestra Investment Management, LLC | 190 | $15.9K | 0.00% | −323−63.0% | Reduced |
| Carolinas Wealth Consulting LLC | 185 | $15.5K | 0.00% | −1−0.5% | Reduced |
| Colonial Trust Co | 183 | $15.3K | 0.00% | −370−66.9% | Reduced |
| Smithfield Trust Co | 179 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 176 | $14.7K | 0.00% | +23+15.0% | Added |
| Putney Financial Group LLC | 165 | $13.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $13.5K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 162 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 155 | $12.9K | 0.00% | +155 | New |
| Geneos Wealth Management Inc. | 149 | $12.4K | 0.00% | +58+63.7% | Added |
| Hollencrest Capital Management | 145 | $12.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 142 | $11.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 132 | $11.0K | 0.00% | +132 | New |
| Global Trust Asset Management, LLC | 128 | $10.7K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 114 | $9.52K | 0.01% | +114 | New |
| Meeder Asset Management Inc | 105 | $8.77K | 0.00% | −99−48.5% | Reduced |
| Massmutual Trust Co FSB | 103 | $8.60K | 0.00% | −11−9.6% | Reduced |
| Key Financial Inc | 101 | $8.44K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 100 | $8.35K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 99 | $8.27K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 93 | $7.77K | 0.00% | +93 | New |
| Natixis | 90 | $7.39K | 0.00% | −1,033−92.0% | Reduced |
| Saudi Central Bank | 88 | $7.35K | 0.04% | +88 | New |
| Red Tortoise LLC | 87 | $7.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $7.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 78 | $7.00K | 0.00% | +78 | New |
| CoreCap Advisors, LLC | 83 | $6.93K | 0.00% | +3+3.8% | Added |
| WPG Advisers, LLC | 77 | $6.43K | 0.01% | −12−13.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 75 | $6.26K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 68 | $5.68K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 65 | $5.43K | 0.00% | −35−35.0% | Reduced |
| Beacon Capital Management, LLC | 62 | $5.21K | 0.00% | −39−38.6% | Reduced |
| Bruce G. Allen Investments, LLC | 61 | $5.09K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 60 | $5.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 59 | $4.93K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 58 | $4.84K | 0.00% | −19−24.7% | Reduced |
| AdvisorNet Financial, Inc | 56 | $4.68K | 0.00% | −1−1.8% | Reduced |
| Brown Brothers Harriman & Co | 54 | $4.51K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $4.35K | 0.01% | −437−89.4% | Reduced |
| Sandy Spring Bank | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $4.01K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 44 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 43 | $3.59K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 41 | $3.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 40 | $3.34K | 0.00% | +1+2.6% | Added |
| South State Corp. | 40 | $3.34K | 0.00% | +40 | New |
| Crewe Advisors LLC | 39 | $3.26K | 0.00% | +39 | New |
| SBI Securities Co., Ltd. | 36 | $3.01K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 45 | $3.00K | 0.00% | +45 | New |
| TD Waterhouse Canada Inc. | 35 | $2.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $2.84K | 0.00% | +3+9.7% | Added |
| Global Financial Private Client, LLC | 34 | $2.84K | 0.00% | +24+240.0% | Added |
| Continuum Advisory, LLC | 32 | $2.67K | 0.00% | −41−56.2% | Reduced |
| HM Payson & Co | 29 | $2.42K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 28 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 28 | $2.34K | 0.00% | −25,615−99.9% | Reduced |
| Abound Wealth Management | 27 | $2.26K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 25 | $2.09K | 0.00% | −500−95.2% | Reduced |
| Hexagon Capital Partners LLC | 24 | $2.00K | 0.00% | −15−38.5% | Reduced |
| Provenance Wealth Advisors, LLC | 23 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $1.84K | 0.00% | +22 | New |
| Sachetta, LLC | 16 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.30K | 0.00% | +4+30.8% | Added |
| Manchester Capital Management LLC | 15 | $1.25K | 0.00% | +4+36.4% | Added |
| WealthTrak Capital Management LLC | 15 | $1.25K | 0.00% | +10+200.0% | Added |
| Nalls Sherbakoff Group, LLC | 14 | $1.17K | 0.00% | +14 | New |
| Cromwell Holdings LLC | 12 | $1.00K | 0.00% | +12 | New |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 12 | $1.00K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 10 | $836 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $752 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 7 | $585 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 7 | $585 | 0.00% | 00.0% | Unchanged |