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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 7,748 | $641.5K | 0.04% | +214+2.8% | Added |
| Avantax Advisory Services, Inc. | 7,808 | $646.5K | 0.00% | −132−1.7% | Reduced |
| Martingale Asset Management L P | 8,029 | $664.8K | 0.02% | −51,653−86.5% | Reduced |
| Raiffeisen Bank International AG | 8,329 | $670.3K | 0.01% | +797+10.6% | Added |
| Snowden Capital Advisors LLC | 8,144 | $674.3K | 0.02% | −402−4.7% | Reduced |
| Bank of Nova Scotia | 8,268 | $684.6K | 0.00% | +384+4.9% | Added |
| Buckingham Strategic Partners | 8,294 | $686.5K | 0.01% | +3,695+80.3% | Added |
| Affinity Investment Advisors, LLC | 8,341 | $690.6K | 0.52% | −482−5.5% | Reduced |
| Merit Financial Group, LLC | 8,376 | $693.5K | 0.01% | +268+3.3% | Added |
| CI Private Wealth, LLC | 8,418 | $697.0K | 0.00% | −1,054−11.1% | Reduced |
| Jones Financial Companies LLLP | 8,628 | $706.2K | 0.00% | +1,205+16.2% | Added |
| Qtron Investments LLC | 8,603 | $712.3K | 0.09% | +3,221+59.8% | Added |
| Integrated Wealth Concepts LLC | 8,621 | $713.7K | 0.01% | +668+8.4% | Added |
| Tokio Marine Asset Management Co Ltd | 8,816 | $730.0K | 0.03% | +706+8.7% | Added |
| Principal Financial Group Inc | 8,841 | $732.0K | 0.00% | −1,713−16.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,975 | $743.1K | 0.04% | −44−0.5% | Reduced |
| Intech Investment Management LLC | 8,999 | $745.1K | 0.01% | −315−3.4% | Reduced |
| Oppenheimer & Co Inc | 9,098 | $753.3K | 0.01% | −75−0.8% | Reduced |
| Plato Investment Management Ltd | 9,248 | $762.9K | 0.06% | −8,075−46.6% | Reduced |
| CIBC World Markets Corp | 9,235 | $764.7K | 0.01% | −908−9.0% | Reduced |
| Regions Financial Corp | 9,340 | $773.4K | 0.01% | −2,455−20.8% | Reduced |
| Sequoia Financial Advisors, LLC | 9,356 | $774.7K | 0.01% | +6,165+193.2% | Added |
| AXA S.A. | 9,372 | $776.0K | 0.00% | +130+1.4% | Added |
| Advisor Group Holdings, Inc. | 9,377 | $779.4K | 0.00% | +3,514+59.9% | Added |
| Haven Private, LLC | 9,442 | $781.8K | 0.35% | +37+0.4% | Added |
| Harvest Investment Services, LLC | 9,463 | $783.5K | 0.18% | +9,463 | New |
| Maryland State Retirement & Pension System | 10,044 | $831.6K | 0.02% | 00.0% | Unchanged |
| one8zero8, LLC | 10,135 | $839.2K | 0.20% | −286−2.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,181 | $843.0K | 0.01% | +49+0.5% | Added |
| Integrated Quantitative Investments LLC | 10,272 | $850.5K | 0.25% | +10,272 | New |
| Paradigm Asset Management Co LLC | 10,400 | $861.1K | 0.21% | +10,400 | New |
| CIBC Asset Management Inc | 10,438 | $864.3K | 0.00% | +61+0.6% | Added |
| Clearstead Advisors, LLC | 10,601 | $877.7K | 0.01% | +977+10.2% | Added |
| Ritholtz Wealth Management | 10,782 | $892.7K | 0.02% | +4,693+77.1% | Added |
| We Are One Seven, LLC | 10,796 | $893.9K | 0.03% | −802−6.9% | Reduced |
| Groesbeck Investment Management Corp | 10,873 | $900.0K | 1.58% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 10,904 | $902.9K | 0.56% | −185−1.7% | Reduced |
| Gulf International Bank (UK) Ltd | 10,953 | $906.0K | 0.03% | −1,873−14.6% | Reduced |
| Williamson Legacy Group, LLC | 11,317 | $937.1K | 0.79% | −327−2.8% | Reduced |
| Auxano Advisors, LLC | 11,329 | $938.1K | 0.22% | −240−2.1% | Reduced |
| Amalgamated Bank | 11,406 | $944.0K | 0.01% | −14−0.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 11,443 | $947.5K | 0.05% | +500+4.6% | Added |
| Rehmann Capital Advisory Group | 11,508 | $952.9K | 0.06% | +8,389+269.0% | Added |
| Hillsdale Investment Management Inc. | 11,530 | $954.7K | 0.04% | +100+0.9% | Added |
| Eventide Asset Management, LLC | 11,741 | $961.7K | 0.02% | +5,915+101.5% | Added |
| Brevan Howard Capital Management LP | 11,665 | $965.9K | 0.01% | +11,665 | New |
| Roberts Capital Advisors, LLC | 11,759 | $973.6K | 0.72% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 11,851 | $981.3K | 0.00% | −166−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 12,319 | $1.02M | 0.00% | +4,751+62.8% | Added |
| Arkadios Wealth Advisors | 12,981 | $1.07M | 0.03% | +9,370+259.5% | Added |
| HighTower Advisors, LLC | 13,052 | $1.08M | 0.00% | −250−1.9% | Reduced |
| Investment Management Corp of Ontario | 13,131 | $1.09M | 0.02% | −800−5.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,484 | $1.12M | 0.00% | −62,381−82.2% | Reduced |
| Pallas Capital Advisors LLC | 13,496 | $1.12M | 0.04% | −2,474−15.5% | Reduced |
| Kentucky Retirement Systems | 13,768 | $1.14M | 0.03% | −902−6.1% | Reduced |
| Pensionmark Financial Group, LLC | 14,256 | $1.18M | 0.03% | +1,813+14.6% | Added |
| Capstone Investment Advisors, LLC | 14,546 | $1.20M | 0.01% | +14,546 | New |
| Alps Advisors Inc | 14,896 | $1.23M | 0.01% | +153+1.0% | Added |
| Kensington Investment Counsel, LLC | 15,010 | $1.24M | 0.53% | −126−0.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 15,079 | $1.25M | 0.36% | +21+0.1% | Added |
| Chicago Trust Co NA | 15,081 | $1.25M | 0.18% | +7,923+110.7% | Added |
| Creative Planning | 15,160 | $1.26M | 0.00% | +4,520+42.5% | Added |
| Thrivent Financial for Lutherans | 15,205 | $1.26M | 0.00% | +44+0.3% | Added |
| Apollon Wealth Management, LLC | 15,302 | $1.27M | 0.03% | −129−0.8% | Reduced |
| Avantra Family Wealth, Inc. | 15,389 | $1.27M | 1.05% | +503+3.4% | Added |
| Archford Capital Strategies, LLC | 15,677 | $1.30M | 0.17% | −17,956−53.4% | Reduced |
| Argent Trust Co | 15,788 | $1.31M | 0.05% | −6,593−29.5% | Reduced |
| Kestra Advisory Services, LLC | 15,868 | $1.31M | 0.01% | −205−1.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,176 | $1.34M | 0.04% | +832+5.4% | Added |
| Byrne Asset Management LLC | 16,221 | $1.34M | 0.90% | +175+1.1% | Added |
| Koss-Olinger Consulting, LLC | 16,287 | $1.35M | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 16,450 | $1.36M | 0.02% | +158+1.0% | Added |
| LRI Investments, LLC | 16,473 | $1.36M | 0.12% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 16,500 | $1.37M | 0.09% | +16,500 | New |
| Kestra Private Wealth Services, LLC | 16,582 | $1.37M | 0.02% | +532+3.3% | Added |
| Ostrum Asset Management | 16,783 | $1.39M | 0.07% | +3,010+21.9% | Added |
| Cullen/Frost Bankers, Inc. | 16,954 | $1.40M | 0.02% | +69+0.4% | Added |
| Board of the Pension Protection Fund | 17,100 | $1.42M | 1.53% | +17,100 | New |
| Boyar Asset Management Inc. | 17,180 | $1.42M | 0.93% | +346+2.1% | Added |
| Delphi Management Inc | 17,328 | $1.44M | 1.39% | −942−5.2% | Reduced |
| Inlet Private Wealth, LLC | 17,475 | $1.45M | 0.36% | 00.0% | Unchanged |
| Atria Investments LLC | 17,829 | $1.48M | 0.02% | +1,069+6.4% | Added |
| EP Wealth Advisors, LLC | 18,115 | $1.50M | 0.01% | +11,217+162.6% | Added |
| Swiss Life Asset Management Ltd | 18,254 | $1.51M | 0.01% | +3,439+23.2% | Added |
| Vestcor Inc | 18,309 | $1.52M | 0.05% | +7,227+65.2% | Added |
| CSS LLC | 18,330 | $1.52M | 0.10% | +4,690+34.4% | Added |
| Cornercap Investment Counsel Inc | 18,560 | $1.54M | 0.80% | +7,720+71.2% | Added |
| Legato Capital Management LLC | 18,772 | $1.55M | 0.19% | +18,772 | New |
| US Bancorp | 19,396 | $1.61M | 0.00% | +1,697+9.6% | Added |
| Gateway Investment Advisers LLC | 19,574 | $1.62M | 0.02% | −18−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 19,892 | $1.65M | 0.02% | +12+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 20,261 | $1.68M | 0.08% | −100−0.5% | Reduced |
| Man Group plc | 20,311 | $1.68M | 0.00% | −98,647−82.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,505 | $1.70M | 0.02% | +23+0.1% | Added |
| Manufacturers Life Insurance Company, The | 20,518 | $1.70M | 0.00% | −875−4.1% | Reduced |
| Jackson Square Capital, LLC | 21,110 | $1.75M | 0.39% | +5,464+34.9% | Added |
| The PNC Financial Services Group, Inc. | 21,149 | $1.75M | 0.00% | −510−2.4% | Reduced |
| Baird Financial Group, Inc. | 21,295 | $1.76M | 0.00% | +343+1.6% | Added |
| Catalyst Funds Management Pty Ltd | 21,700 | $1.80M | 0.50% | +21,700 | New |
| Assenagon Asset Management S.A. | 21,775 | $1.80M | 0.00% | −38,215−63.7% | Reduced |