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Livermore
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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, Q2 2025

Institutional positions in SS&C Technologies Holdings Inc as of Jun 30, 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
693
−15 vs. Q1 2025
Shares held
206.4M
+1.74M (+0.8%) vs. Q1 2025
Total value
$17.1B
+$33.4M (+0.2%) vs. Q1 2025
New holders
69
277 more added
Sold out
84
248 more reduced

10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 693 institutions
Q1 2021: 487 institutionsQ2 2021: 483 institutionsQ3 2021: 507 institutionsQ4 2021: 541 institutionsQ1 2022: 565 institutionsQ2 2022: 559 institutionsQ3 2022: 537 institutionsQ4 2022: 535 institutionsQ1 2023: 534 institutionsQ2 2023: 529 institutionsQ3 2023: 531 institutionsQ4 2023: 562 institutionsQ1 2024: 573 institutionsQ2 2024: 577 institutionsQ3 2024: 664 institutionsQ4 2024: 649 institutionsQ1 2025: 718 institutionsQ2 2025: 693 institutionsQ3 2025: 722 institutionsQ4 2025: 758 institutionsQ1 2026: 721 institutionsQ2 2026: 727 institutions
Value heldQ2 2025: $17.1B
Q1 2021: $14.6BQ2 2021: $15.2BQ3 2021: $14.5BQ4 2021: $17.5BQ1 2022: $16.1BQ2 2022: $12.5BQ3 2022: $10.2BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $12.6BQ3 2023: $10.9BQ4 2023: $12.6BQ1 2024: $13.2BQ2 2024: $12.8BQ3 2024: $15.2BQ4 2024: $15.7BQ1 2025: $17.1BQ2 2025: $17.1BQ3 2025: $18.0BQ4 2025: $18.1BQ1 2026: $13.6BQ2 2026: $12.6B
Institutions holding SSNC and their total value by quarter
QuarterHoldersValue
Q2 2026727$12.6B
Q1 2026721$13.6B
Q4 2025758$18.1B
Q3 2025722$18.0B
Q2 2025693$17.1B
Q1 2025718$17.1B
Q4 2024649$15.7B
Q3 2024664$15.2B
Q2 2024577$12.8B
Q1 2024573$13.2B
Q4 2023562$12.6B
Q3 2023531$10.9B
Q2 2023529$12.6B
Q1 2023534$11.9B
Q4 2022535$10.9B
Q3 2022537$10.2B
Q2 2022559$12.5B
Q1 2022565$16.1B
Q4 2021541$17.5B
Q3 2021507$14.5B
Q2 2021483$15.2B
Q1 2021487$14.6B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q1 2025.

Institutions holding SSNC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph12$00.00%00.0%Unchanged
Wood Tarver Financial Group, LLC5$00.00%00.0%Unchanged
TFC Financial Management1$830.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$830.00%00.0%Unchanged
Activest Wealth Management1$830.00%+1New
Total Investment Management Inc2$1430.00%+2New
American Capital Advisory, LLC2$1660.00%−1−33.3%Reduced
DHJJ Financial Advisors, Ltd.2$1660.00%00.0%Unchanged
High Note Wealth, LLC2$1660.00%00.0%Unchanged
Bellwether Advisors, LLC2$1660.00%+2New
Vision Financial Markets LLC3$1670.00%+1+50.0%Added
UMA Financial Services, Inc.2$1670.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC4$3310.01%00.0%Unchanged
WealthTrak Capital Management LLC5$4140.00%−10−66.7%Reduced
Principia Wealth Advisory, LLC5$4140.00%−1−16.7%Reduced
Quest 10 Wealth Builders, Inc.6$4550.00%00.0%Unchanged
Crewe Advisors LLC7$5800.00%−32−82.1%Reduced
Transce3nd, LLC7$5800.00%00.0%Unchanged
Legacy Wealth Managment, LLC7$5800.00%00.0%Unchanged
GFG Capital, LLC7$5800.00%+7New
Legacy Investment Solutions, LLC7$5800.00%+7New
Twin Peaks Wealth Advisors, LLC7$5850.00%+7New
Quaker Wealth Management, LLC8$6630.00%+8New
CoreCap Advisors, LLC9$7450.00%−74−89.2%Reduced
Kimelman & Baird, LLC9$7460.00%00.0%Unchanged
MV Capital Management, Inc.10$8280.00%00.0%Unchanged
Parkworth Wealth Management, Inc.10$8280.00%+3+42.9%Added
Bay Harbor Wealth Management, LLC12$9930.00%+5+71.4%Added
Stephens Consulting, LLC12$9940.00%+12New
Picton Mahoney Asset Management15$1.00K0.00%00.0%Unchanged
Avion Wealth23$1.00K0.00%−3−11.5%Reduced
HFM Investment Advisors, LLC13$1.08K0.00%+8+160.0%Added
Leonteq Securities AG14$1.16K0.00%+14New
Manchester Capital Management LLC15$1.24K0.00%00.0%Unchanged
Gitterman Wealth Management, LLC15$1.25K0.00%+15New
Sachetta, LLC16$1.32K0.00%00.0%Unchanged
SJS Investment Consulting Inc.20$1.66K0.00%−14−41.2%Reduced
Hughes Financial Services, LLC21$1.81K0.00%+21New
Cornerstone Planning Group LLC22$1.89K0.00%+5+29.4%Added
Ransom Advisory, Ltd25$2.07K0.00%00.0%Unchanged
Abound Wealth Management27$2.24K0.00%00.0%Unchanged
TD Capital Management LLC28$2.34K0.00%00.0%Unchanged
Cromwell Holdings LLC29$2.40K0.00%+17+141.7%Added
HM Payson & Co29$2.40K0.00%00.0%Unchanged
South State Corp.35$2.90K0.00%−5−12.5%Reduced
SBI Securities Co., Ltd.36$2.98K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC38$3.15K0.00%−37−49.3%Reduced
DiNuzzo Private Wealth, Inc.39$3.23K0.00%−1−2.5%Reduced
Meeder Asset Management Inc43$3.56K0.00%−62−59.0%Reduced
Bartlett & Co. Wealth Management LLC43$3.56K0.00%00.0%Unchanged
Bogart Wealth, LLC48$3.97K0.00%00.0%Unchanged
Coston, McIsaac & Partners54$4.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$4.00K0.00%00.0%Unchanged
Concord Wealth Partners50$4.14K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp50$4.14K0.00%+50New
Rakuten Securities, Inc.52$4.31K0.00%+50+2,500.0%Added
LGT Financial Advisors LLC52$4.33K0.01%00.0%Unchanged
AdvisorNet Financial, Inc54$4.47K0.00%−2−3.6%Reduced
GWM Advisors LLC54$4.47K0.00%−2,537−97.9%Reduced
Kayne Anderson Rudnick Investment Management LLC58$4.80K0.00%00.0%Unchanged
Brown Brothers Harriman & Co58$4.80K0.00%+4+7.4%Added
Bruce G. Allen Investments, LLC59$4.88K0.00%−2−3.3%Reduced
Beacon Capital Management, LLC63$5.18K0.00%+1+1.6%Added
Bare Financial Services, Inc63$5.22K0.00%+41+186.4%Added
Park Place Capital Corp67$5.58K0.00%+26+63.4%Added
Private Wealth Management Group, LLC68$5.63K0.00%00.0%Unchanged
First Pacific Financial68$5.63K0.00%+8+13.3%Added
Farmers & Merchants Trust Co of Chambersburg PA78$6.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc85$7.04K0.00%00.0%Unchanged
Red Tortoise LLC87$7.20K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC90$7.45K0.00%+90New
DAGCO, Inc.93$7.70K0.00%00.0%Unchanged
St Germain D J Co Inc99$8.20K0.00%00.0%Unchanged
Aventura Private Wealth, LLC100$8.28K0.00%00.0%Unchanged
Key Financial Inc101$8.36K0.00%00.0%Unchanged
WPG Advisers, LLC102$8.45K0.01%+25+32.5%Added
IMG Wealth Management, Inc.104$8.61K0.01%+104New
Rossby Financial, LCC107$8.86K0.00%+107New
Fortitude Family Office, LLC113$9.36K0.00%+54+91.5%Added
Marshall & Sterling Wealth Advisors Inc.114$9.44K0.01%00.0%Unchanged
Global Trust Asset Management, LLC128$10.6K0.01%00.0%Unchanged
Massmutual Trust Co FSB130$10.8K0.00%+27+26.2%Added
TD Waterhouse Canada Inc.135$11.2K0.00%+100+285.7%Added
CVA Family Office, LLC137$11.3K0.00%−55−28.6%Reduced
West Branch Capital LLC142$11.8K0.00%00.0%Unchanged
Hollencrest Capital Management145$12.0K0.00%00.0%Unchanged
Fifth Third Bancorp152$12.6K0.00%−24−13.6%Reduced
Tompkins Financial Corp155$12.8K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.162$13.4K0.00%00.0%Unchanged
Putney Financial Group LLC165$13.7K0.01%00.0%Unchanged
Harbour Investments, Inc.168$13.9K0.00%+6+3.7%Added
Smithfield Trust Co179$15.0K0.00%00.0%Unchanged
Colonial Trust Co183$15.2K0.00%00.0%Unchanged
Kestra Investment Management, LLC190$15.9K0.00%00.0%Unchanged
Geneos Wealth Management Inc.202$16.7K0.00%+53+35.6%Added
Covestor Ltd207$17.0K0.01%−1,139−84.6%Reduced
Private Wealth Asset Management, LLC214$17.7K0.00%−16−7.0%Reduced
Capital Advisors, Ltd. LLC212$18.0K0.00%00.0%Unchanged
Umb Bank N A232$19.2K0.00%+228+5,700.0%Added
Frazier Financial Advisors, LLC238$19.7K0.01%−349−59.5%Reduced