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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 242 | $20.0K | 0.00% | −5−2.0% | Reduced |
| Pinnacle Bancorp, Inc. | 269 | $22.3K | 0.01% | −14−4.9% | Reduced |
| Highline Wealth Partners LLC | 273 | $22.6K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 285 | $23.6K | 0.02% | +285 | New |
| Private Trust Co NA | 289 | $23.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 293 | $24.0K | 0.00% | +248+551.1% | Added |
| Nisa Investment Advisors, LLC | 290 | $24.0K | 0.00% | −17,569−98.4% | Reduced |
| Atwood & Palmer Inc | 298 | $24.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 299 | $24.8K | 0.00% | −3,549−92.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $24.8K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 306 | $25.3K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 317 | $26.0K | 0.00% | −446−58.5% | Reduced |
| Caldwell Trust Co | 324 | $26.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 336 | $27.0K | 0.00% | +28+9.1% | Added |
| Whittier Trust Co | 344 | $28.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 364 | $30.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 382 | $31.6K | 0.01% | −207−35.1% | Reduced |
| Financial Avengers, Inc. | 402 | $33.3K | 0.02% | −104−20.6% | Reduced |
| Spire Wealth Management | 429 | $35.5K | 0.00% | −14−3.2% | Reduced |
| Osterweis Capital Management Inc | 478 | $39.6K | 0.00% | +478 | New |
| Evelyn Partners Investment Management LLP | 500 | $41.4K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 536 | $44.4K | 0.02% | +2+0.4% | Added |
| Huntington National Bank | 540 | $44.7K | 0.00% | +16+3.1% | Added |
| 1248 Management, LLC | 543 | $45.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 567 | $47.0K | 0.00% | −12,766−95.7% | Reduced |
| Central Pacific Bank - Trust Division | 621 | $51.4K | 0.01% | +35+6.0% | Added |
| Financial Perspectives, Inc | 670 | $55.5K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 675 | $55.9K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 738 | $61.1K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 742 | $61.4K | 0.00% | −1,706−69.7% | Reduced |
| Global X Japan Co., Ltd. | 799 | $66.2K | 0.01% | −212−21.0% | Reduced |
| Central Trust Co | 853 | $70.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 867 | $71.8K | 0.00% | −1−0.1% | Reduced |
| Rialto Wealth Management, LLC | 869 | $72.0K | 0.02% | +13+1.5% | Added |
| Fortis Group Advisors, LLC | 870 | $72.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 904 | $74.8K | 0.01% | −411−31.3% | Reduced |
| Versant Capital Management, Inc | 968 | $80.2K | 0.01% | −55−5.4% | Reduced |
| Larson Financial Group LLC | 974 | $80.6K | 0.00% | +636+188.2% | Added |
| Steward Partners Investment Advisory, LLC | 992 | $82.2K | 0.00% | +39+4.1% | Added |
| Adalta Capital Management LLC | 1,000 | $82.8K | 0.04% | −1,000−50.0% | Reduced |
| GeoWealth Management, LLC | 1,059 | $87.7K | 0.00% | +696+191.7% | Added |
| Acadian Asset Management LLC | 1,095 | $90.0K | 0.00% | −43,905−97.6% | Reduced |
| Penserra Capital Management LLC | 1,164 | $96.0K | 0.00% | +131+12.7% | Added |
| Murphy & Mullick Capital Management Corp | 1,198 | $102.4K | 0.08% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,237 | $102.4K | 0.04% | +260+26.6% | Added |
| Medallion Wealth Advisors, LLC | 1,258 | $104.4K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,287 | $105.3K | 0.01% | −350−21.4% | Reduced |
| Parkside Financial Bank & Trust | 1,343 | $111.2K | 0.01% | +620+85.8% | Added |
| Anchor Investment Management, LLC | 1,398 | $115.8K | 0.01% | +100+7.7% | Added |
| Motco | 1,355 | $115.8K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,400 | $116.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,407 | $116.5K | 0.03% | +1,407 | New |
| First Horizon Advisors, Inc. | 1,465 | $121.3K | 0.00% | +34+2.4% | Added |
| MAI Capital Management | 1,514 | $125.3K | 0.00% | +113+8.1% | Added |
| 1620 Investment Advisors, Inc. | 1,547 | $128.1K | 0.09% | +17+1.1% | Added |
| Harvest Fund Management Co., Ltd | 1,585 | $131.0K | 0.01% | −834−34.5% | Reduced |
| Global Retirement Partners, LLC | 1,644 | $136.1K | 0.00% | +1,644 | New |
| Farther Finance Advisors, LLC | 1,690 | $139.9K | 0.00% | +90+5.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,749 | $144.8K | 0.07% | −177−9.2% | Reduced |
| Tortoise Investment Management, LLC | 2,009 | $166.3K | 0.02% | +9+0.4% | Added |
| Erste Asset Management GmbH | 2,100 | $171.9K | 0.00% | +2,100 | New |
| Allworth Financial LP | 2,162 | $179.0K | 0.00% | +146+7.2% | Added |
| SG Americas Securities, LLC | 2,260 | $187.0K | 0.00% | −26,700−92.2% | Reduced |
| Lazard Asset Management LLC | 2,354 | $194.0K | 0.00% | +650+38.1% | Added |
| New World Advisors LLC | 2,443 | $202.3K | 0.04% | −1,397−36.4% | Reduced |
| West Michigan Advisors, LLC | 2,445 | $202.4K | 0.06% | +2,445 | New |
| Leo Wealth, LLC | 2,456 | $203.3K | 0.02% | +2,456 | New |
| Cary Street Partners Financial LLC | 2,469 | $204.5K | 0.01% | −465−15.8% | Reduced |
| Riverwater Partners LLC | 2,492 | $206.3K | 0.10% | +40+1.6% | Added |
| Ascent Group, LLC | 2,495 | $206.6K | 0.01% | −9−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,502 | $207.2K | 0.02% | −93−3.6% | Reduced |
| Radnor Capital Management, LLC | 2,515 | $208.0K | 0.03% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 2,514 | $208.0K | 0.00% | +2,514 | New |
| Hennion & Walsh Asset Management, Inc. | 2,521 | $208.7K | 0.01% | +2,521 | New |
| Perbak Capital Partners LLP | 2,521 | $208.7K | 0.05% | +2,521 | New |
| Camden Capital, LLC | 2,523 | $208.9K | 0.02% | +2,523 | New |
| Caxton Associates LLP | 2,564 | $212.3K | 0.01% | −17,060−86.9% | Reduced |
| Resources Investment Advisors, LLC. | 2,587 | $214.2K | 0.00% | +2,587 | New |
| Gries Financial LLC | 2,600 | $215.3K | 0.04% | −334−11.4% | Reduced |
| Sky Investment Group LLC | 2,600 | $215.3K | 0.04% | −100−3.7% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 2,601 | $215.4K | 0.14% | +2,601 | New |
| Guyasuta Investment Advisors Inc | 2,642 | $218.8K | 0.01% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,643 | $218.8K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,645 | $219.0K | 0.00% | −2,987−53.0% | Reduced |
| Wedmont Private Capital | 2,638 | $219.8K | 0.01% | −65−2.4% | Reduced |
| Steel Peak Wealth Management LLC | 2,657 | $220.0K | 0.01% | +2,657 | New |
| Metis Global Partners, LLC | 2,664 | $220.6K | 0.01% | −1,215−31.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,670 | $221.1K | 0.21% | −940−26.0% | Reduced |
| Insigneo Advisory Services, LLC | 2,678 | $221.7K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 2,692 | $222.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,701 | $223.5K | 0.00% | +148+5.8% | Added |
| Copeland Capital Management, LLC | 2,704 | $223.9K | 0.00% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,708 | $225.6K | 0.10% | −71−2.6% | Reduced |
| Saiph Capital, LLC | 2,731 | $226.1K | 0.09% | +2,731 | New |
| Lido Advisors, LLC | 2,760 | $228.6K | 0.00% | +307+12.5% | Added |
| EntryPoint Capital, LLC | 2,761 | $228.6K | 0.11% | −106−3.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,798 | $231.7K | 0.01% | +2,532+951.9% | Added |
| Ground Swell Capital, LLC | 2,804 | $232.2K | 0.38% | +2,804 | New |
| Claret Asset Management Corp | 2,843 | $235.0K | 0.03% | – | – |