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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 2,840 | $235.0K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,844 | $235.5K | 0.00% | +2,844 | New |
| Pitcairn Co | 2,861 | $236.9K | 0.02% | +2,861 | New |
| Wellington Management Group LLP | 2,877 | $238.2K | 0.00% | +2,877 | New |
| Northwestern Mutual Wealth Management Co | 2,942 | $243.6K | 0.00% | +24+0.8% | Added |
| Abn Amro Investment Solutions | 2,970 | $245.9K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,975 | $246.3K | 0.02% | −25,438−89.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 2,999 | $248.3K | 0.07% | +13+0.4% | Added |
| Blueshift Asset Management, LLC | 3,052 | $252.7K | 0.08% | +3,052 | New |
| Siemens Fonds Invest GmbH | 3,077 | $254.8K | 0.01% | +516+20.1% | Added |
| Whalen Wealth Management Inc. | 3,112 | $257.7K | 0.16% | +3,112 | New |
| Fullcircle Wealth LLC | 3,080 | $263.0K | 0.10% | +316+11.4% | Added |
| CIBC Private Wealth Group, LLC | 3,213 | $266.0K | 0.00% | −635−16.5% | Reduced |
| Moneta Group Investment Advisors LLC | 3,231 | $267.5K | 0.00% | +180+5.9% | Added |
| Wealth Alliance | 3,293 | $272.6K | 0.03% | −12−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 3,349 | $277.3K | 0.01% | −2,974−47.0% | Reduced |
| State of Wyoming | 3,367 | $278.8K | 0.03% | −953−22.1% | Reduced |
| Legacy Capital Group California, Inc. | 3,438 | $284.7K | 0.08% | +200+6.2% | Added |
| CWM Advisors, LLC | 3,451 | $285.7K | 0.03% | −36,381−91.3% | Reduced |
| Kera Capital Partners, Inc. | 3,465 | $286.9K | 0.06% | +361+11.6% | Added |
| New York Life Investment Management LLC | 3,487 | $288.7K | 0.00% | +3,487 | New |
| Pines Wealth Management, LLC | 3,490 | $291.4K | 0.10% | +3,490 | New |
| MetLife Investment Management | 3,523 | $291.7K | 0.00% | −341−8.8% | Reduced |
| Hilltop Holdings Inc. | 3,563 | $295.0K | 0.02% | +417+13.3% | Added |
| Sheets Smith Wealth Management | 3,600 | $298.1K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 3,620 | $299.7K | 0.02% | +337+10.3% | Added |
| Signaturefd, LLC | 3,639 | $301.3K | 0.01% | +231+6.8% | Added |
| AlphaCore Capital LLC | 3,671 | $304.0K | 0.01% | +120+3.4% | Added |
| IFP Advisors, Inc | 3,375 | $305.9K | 0.01% | −798−19.1% | Reduced |
| Canada Pension Plan Investment Board | 3,700 | $306.4K | 0.00% | −13,400−78.4% | Reduced |
| Aptus Capital Advisors, LLC | 3,748 | $310.4K | 0.00% | +3,748 | New |
| Skopos Labs, Inc. | 3,762 | $311.5K | 0.04% | +2,562+213.5% | Added |
| Foster & Motley Inc | 3,772 | $312.0K | 0.02% | −2,868−43.2% | Reduced |
| Hancock Whitney Corp | 3,785 | $313.4K | 0.01% | −714−15.9% | Reduced |
| Alteri Wealth LLC | 3,787 | $313.6K | 0.12% | +3,787 | New |
| Net Worth Advisory Group | 3,801 | $314.6K | 0.07% | +127+3.5% | Added |
| UniSuper Management Pty Ltd | 3,800 | $314.6K | 0.00% | −400−9.5% | Reduced |
| Meixler Investment Management, Ltd. | 3,867 | $320.2K | 0.22% | +335+9.5% | Added |
| Graypoint LLC | 3,876 | $320.9K | 0.02% | −1,705−30.6% | Reduced |
| Ironwood Investment Counsel, LLC | 3,932 | $325.6K | 0.05% | −303−7.2% | Reduced |
| Motley Fool Asset Management LLC | 3,971 | $328.8K | 0.02% | −128−3.1% | Reduced |
| Old National Bancorp | 3,973 | $329.0K | 0.01% | −107−2.6% | Reduced |
| Callan Family Office, LLC | 4,046 | $335.0K | 0.01% | +4,046 | New |
| Truvestments Capital LLC | 4,049 | $335.3K | 0.07% | +323+8.7% | Added |
| Nicolet Bankshares Inc | 4,063 | $336.4K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,999 | $341.8K | 0.01% | +617+18.2% | Added |
| Atomi Financial Group, Inc. | 4,192 | $347.1K | 0.01% | +379+9.9% | Added |
| Gsa Capital Partners LLP | 4,203 | $348.0K | 0.02% | +4,203 | New |
| CBOE Vest Financial, LLC | 4,381 | $362.7K | 0.01% | +1,072+32.4% | Added |
| Vontobel Holding Ltd. | 4,383 | $362.9K | 0.00% | −15,564−78.0% | Reduced |
| Evercore Wealth Management, LLC | 4,410 | $365.1K | 0.01% | −50−1.1% | Reduced |
| Summit X, LLC | 4,494 | $372.1K | 0.07% | +565+14.4% | Added |
| Yarbrough Capital, LLC | 4,502 | $372.8K | 0.01% | +4,502 | New |
| EverSource Wealth Advisors, LLC | 4,546 | $376.4K | 0.02% | +683+17.7% | Added |
| O'Brien Greene & Co. Inc | 4,559 | $377.5K | 0.12% | −24−0.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $379.8K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4,692 | $388.5K | 0.00% | −143−3.0% | Reduced |
| Ci Investments Inc. | 4,741 | $393.0K | 0.00% | −1,422−23.1% | Reduced |
| Ossiam | 4,759 | $394.0K | 0.00% | +66+1.4% | Added |
| Forum Financial Management, LP | 4,771 | $395.0K | 0.01% | −968−16.9% | Reduced |
| CM Management, LLC | 5,000 | $414.0K | 0.38% | +5,000 | New |
| GAMMA Investing LLC | 5,080 | $420.6K | 0.03% | +1,782+54.0% | Added |
| Quadrant Capital Group LLC | 5,132 | $424.9K | 0.02% | −39−0.8% | Reduced |
| Prelude Capital Management, LLC | 5,136 | $425.3K | 0.04% | +1,828+55.3% | Added |
| Transcend Wealth Collective, LLC | 5,187 | $429.5K | 0.03% | +594+12.9% | Added |
| SRS Capital Advisors, Inc. | 5,198 | $430.4K | 0.02% | −1,667−24.3% | Reduced |
| Mutual Advisors, LLC | 5,175 | $440.8K | 0.01% | +150+3.0% | Added |
| ASR Vermogensbeheer N.V. | 5,393 | $446.5K | 0.01% | −28−0.5% | Reduced |
| Essential Partners LLC | 5,444 | $450.8K | 0.18% | +5,444 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,469 | $452.8K | 0.03% | +5,469 | New |
| Warren Averett Asset Management, LLC | 5,556 | $460.1K | 0.01% | −372−6.3% | Reduced |
| Trust Co of Vermont | 5,618 | $465.2K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,671 | $469.6K | 0.01% | +654+13.0% | Added |
| Fiduciary Trust Co | 5,797 | $480.0K | 0.01% | +1,318+29.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,843 | $483.8K | 0.03% | −405−6.5% | Reduced |
| United Capital Financial Advisers, LLC | 5,954 | $493.0K | 0.00% | −2,164−26.7% | Reduced |
| Wetherby Asset Management Inc | 6,343 | $525.2K | 0.02% | +6,343 | New |
| Fedenia Advisers LLC | 6,375 | $527.9K | 0.25% | +234+3.8% | Added |
| Sylvest Advisors, LLC | 6,492 | $537.5K | 0.31% | +1,270+24.3% | Added |
| Denali Advisors LLC | 6,511 | $539.1K | 0.06% | −1,200−15.6% | Reduced |
| Vident Advisory, LLC | 6,557 | $542.9K | 0.01% | +586+9.8% | Added |
| M&T Bank Corp | 6,632 | $549.0K | 0.00% | +138+2.1% | Added |
| Perritt Capital Management Inc | 6,638 | $549.6K | 0.28% | −125−1.8% | Reduced |
| Colony Group, LLC | 6,642 | $550.0K | 0.00% | −2,720−29.1% | Reduced |
| Sienna Gestion | 7,280 | $550.3K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $560.7K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 6,921 | $573.1K | 0.01% | −1,131−14.0% | Reduced |
| Curated Wealth Partners LLC | 6,950 | $575.5K | 0.07% | −2,615−27.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,960 | $581.1K | 0.02% | −1,828−20.8% | Reduced |
| Carret Asset Management, LLC | 7,091 | $587.1K | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,107 | $588.5K | 0.02% | −868−10.9% | Reduced |
| Marshall Wace, LLP | 7,190 | $595.3K | 0.00% | +7,190 | New |
| Principal Securities, Inc. | 7,206 | $596.6K | 0.01% | +4,201+139.8% | Added |
| State of Michigan Retirement System | 7,270 | $602.0K | 0.00% | +100+1.4% | Added |
| Sherbrooke Park Advisers LLC | 7,288 | $603.4K | 0.26% | +2,925+67.0% | Added |
| Alhambra Investment Partners LLC | 7,324 | $606.4K | 0.30% | +2,308+46.0% | Added |
| Prudent Man Advisors, LLC | 7,641 | $632.7K | 0.20% | −10−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,645 | $633.0K | 0.16% | +20.0% | Added |
| Stonegate Investment Group, LLC | 7,710 | $638.4K | 0.02% | +938+13.9% | Added |
| Neo Ivy Capital Management | 7,732 | $640.2K | 0.20% | +7,732 | New |