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 |
|---|---|---|---|---|---|
| Man Group plc | 20,311 | $1.68M | 0.00% | −98,647−82.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 20,261 | $1.68M | 0.08% | −100−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 19,892 | $1.65M | 0.02% | +12+0.1% | Added |
| Gateway Investment Advisers LLC | 19,574 | $1.62M | 0.02% | −18−0.1% | Reduced |
| US Bancorp | 19,396 | $1.61M | 0.00% | +1,697+9.6% | Added |
| Legato Capital Management LLC | 18,772 | $1.55M | 0.19% | +18,772 | New |
| Cornercap Investment Counsel Inc | 18,560 | $1.54M | 0.80% | +7,720+71.2% | Added |
| CSS LLC | 18,330 | $1.52M | 0.10% | +4,690+34.4% | Added |
| Vestcor Inc | 18,309 | $1.52M | 0.05% | +7,227+65.2% | Added |
| Swiss Life Asset Management Ltd | 18,254 | $1.51M | 0.01% | +3,439+23.2% | Added |
| EP Wealth Advisors, LLC | 18,115 | $1.50M | 0.01% | +11,217+162.6% | Added |
| Atria Investments LLC | 17,829 | $1.48M | 0.02% | +1,069+6.4% | Added |
| Inlet Private Wealth, LLC | 17,475 | $1.45M | 0.36% | 00.0% | Unchanged |
| Delphi Management Inc | 17,328 | $1.44M | 1.39% | −942−5.2% | Reduced |
| Boyar Asset Management Inc. | 17,180 | $1.42M | 0.93% | +346+2.1% | Added |
| Board of the Pension Protection Fund | 17,100 | $1.42M | 1.53% | +17,100 | New |
| Cullen/Frost Bankers, Inc. | 16,954 | $1.40M | 0.02% | +69+0.4% | Added |
| Ostrum Asset Management | 16,783 | $1.39M | 0.07% | +3,010+21.9% | Added |
| Kestra Private Wealth Services, LLC | 16,582 | $1.37M | 0.02% | +532+3.3% | Added |
| Cumberland Partners Ltd | 16,500 | $1.37M | 0.09% | +16,500 | New |
| LRI Investments, LLC | 16,473 | $1.36M | 0.12% | 00.0% | Unchanged |
| JustInvest LLC | 16,450 | $1.36M | 0.02% | +158+1.0% | Added |
| Koss-Olinger Consulting, LLC | 16,287 | $1.35M | 0.11% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 16,221 | $1.34M | 0.90% | +175+1.1% | Added |
| Meiji Yasuda Life Insurance Co | 16,176 | $1.34M | 0.04% | +832+5.4% | Added |
| Kestra Advisory Services, LLC | 15,868 | $1.31M | 0.01% | −205−1.3% | Reduced |
| Argent Trust Co | 15,788 | $1.31M | 0.05% | −6,593−29.5% | Reduced |
| Archford Capital Strategies, LLC | 15,677 | $1.30M | 0.17% | −17,956−53.4% | Reduced |
| Avantra Family Wealth, Inc. | 15,389 | $1.27M | 1.05% | +503+3.4% | Added |
| Apollon Wealth Management, LLC | 15,302 | $1.27M | 0.03% | −129−0.8% | Reduced |
| Thrivent Financial for Lutherans | 15,205 | $1.26M | 0.00% | +44+0.3% | Added |
| Creative Planning | 15,160 | $1.26M | 0.00% | +4,520+42.5% | Added |
| Chicago Trust Co NA | 15,081 | $1.25M | 0.18% | +7,923+110.7% | Added |
| Walter & Keenan Financial Consulting Co | 15,079 | $1.25M | 0.36% | +21+0.1% | Added |
| Kensington Investment Counsel, LLC | 15,010 | $1.24M | 0.53% | −126−0.8% | Reduced |
| Alps Advisors Inc | 14,896 | $1.23M | 0.01% | +153+1.0% | Added |
| Capstone Investment Advisors, LLC | 14,546 | $1.20M | 0.01% | +14,546 | New |
| Pensionmark Financial Group, LLC | 14,256 | $1.18M | 0.03% | +1,813+14.6% | Added |
| Kentucky Retirement Systems | 13,768 | $1.14M | 0.03% | −902−6.1% | Reduced |
| Pallas Capital Advisors LLC | 13,496 | $1.12M | 0.04% | −2,474−15.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,484 | $1.12M | 0.00% | −62,381−82.2% | Reduced |
| Investment Management Corp of Ontario | 13,131 | $1.09M | 0.02% | −800−5.7% | Reduced |
| HighTower Advisors, LLC | 13,052 | $1.08M | 0.00% | −250−1.9% | Reduced |
| Arkadios Wealth Advisors | 12,981 | $1.07M | 0.03% | +9,370+259.5% | Added |
| Commonwealth Equity Services, LLC | 12,319 | $1.02M | 0.00% | +4,751+62.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,851 | $981.3K | 0.00% | −166−1.4% | Reduced |
| Roberts Capital Advisors, LLC | 11,759 | $973.6K | 0.72% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 11,665 | $965.9K | 0.01% | +11,665 | New |
| Eventide Asset Management, LLC | 11,741 | $961.7K | 0.02% | +5,915+101.5% | Added |
| Hillsdale Investment Management Inc. | 11,530 | $954.7K | 0.04% | +100+0.9% | Added |
| Rehmann Capital Advisory Group | 11,508 | $952.9K | 0.06% | +8,389+269.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 11,443 | $947.5K | 0.05% | +500+4.6% | Added |
| Amalgamated Bank | 11,406 | $944.0K | 0.01% | −14−0.1% | Reduced |
| Auxano Advisors, LLC | 11,329 | $938.1K | 0.22% | −240−2.1% | Reduced |
| Williamson Legacy Group, LLC | 11,317 | $937.1K | 0.79% | −327−2.8% | Reduced |
| Gulf International Bank (UK) Ltd | 10,953 | $906.0K | 0.03% | −1,873−14.6% | Reduced |
| First National Bank of Hutchinson | 10,904 | $902.9K | 0.56% | −185−1.7% | Reduced |
| Groesbeck Investment Management Corp | 10,873 | $900.0K | 1.58% | 00.0% | Unchanged |
| We Are One Seven, LLC | 10,796 | $893.9K | 0.03% | −802−6.9% | Reduced |
| Ritholtz Wealth Management | 10,782 | $892.7K | 0.02% | +4,693+77.1% | Added |
| Clearstead Advisors, LLC | 10,601 | $877.7K | 0.01% | +977+10.2% | Added |
| CIBC Asset Management Inc | 10,438 | $864.3K | 0.00% | +61+0.6% | Added |
| Paradigm Asset Management Co LLC | 10,400 | $861.1K | 0.21% | +10,400 | New |
| Integrated Quantitative Investments LLC | 10,272 | $850.5K | 0.25% | +10,272 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,181 | $843.0K | 0.01% | +49+0.5% | Added |
| one8zero8, LLC | 10,135 | $839.2K | 0.20% | −286−2.7% | Reduced |
| Maryland State Retirement & Pension System | 10,044 | $831.6K | 0.02% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 9,463 | $783.5K | 0.18% | +9,463 | New |
| Haven Private, LLC | 9,442 | $781.8K | 0.35% | +37+0.4% | Added |
| Advisor Group Holdings, Inc. | 9,377 | $779.4K | 0.00% | +3,514+59.9% | Added |
| AXA S.A. | 9,372 | $776.0K | 0.00% | +130+1.4% | Added |
| Sequoia Financial Advisors, LLC | 9,356 | $774.7K | 0.01% | +6,165+193.2% | Added |
| Regions Financial Corp | 9,340 | $773.4K | 0.01% | −2,455−20.8% | Reduced |
| CIBC World Markets Corp | 9,235 | $764.7K | 0.01% | −908−9.0% | Reduced |
| Plato Investment Management Ltd | 9,248 | $762.9K | 0.06% | −8,075−46.6% | Reduced |
| Oppenheimer & Co Inc | 9,098 | $753.3K | 0.01% | −75−0.8% | Reduced |
| Intech Investment Management LLC | 8,999 | $745.1K | 0.01% | −315−3.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,975 | $743.1K | 0.04% | −44−0.5% | Reduced |
| Principal Financial Group Inc | 8,841 | $732.0K | 0.00% | −1,713−16.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,816 | $730.0K | 0.03% | +706+8.7% | Added |
| Integrated Wealth Concepts LLC | 8,621 | $713.7K | 0.01% | +668+8.4% | Added |
| Qtron Investments LLC | 8,603 | $712.3K | 0.09% | +3,221+59.8% | Added |
| Jones Financial Companies LLLP | 8,628 | $706.2K | 0.00% | +1,205+16.2% | Added |
| CI Private Wealth, LLC | 8,418 | $697.0K | 0.00% | −1,054−11.1% | Reduced |
| Merit Financial Group, LLC | 8,376 | $693.5K | 0.01% | +268+3.3% | Added |
| Affinity Investment Advisors, LLC | 8,341 | $690.6K | 0.52% | −482−5.5% | Reduced |
| Buckingham Strategic Partners | 8,294 | $686.5K | 0.01% | +3,695+80.3% | Added |
| Bank of Nova Scotia | 8,268 | $684.6K | 0.00% | +384+4.9% | Added |
| Snowden Capital Advisors LLC | 8,144 | $674.3K | 0.02% | −402−4.7% | Reduced |
| Raiffeisen Bank International AG | 8,329 | $670.3K | 0.01% | +797+10.6% | Added |
| Martingale Asset Management L P | 8,029 | $664.8K | 0.02% | −51,653−86.5% | Reduced |
| Avantax Advisory Services, Inc. | 7,808 | $646.5K | 0.00% | −132−1.7% | Reduced |
| Tectonic Advisors LLC | 7,748 | $641.5K | 0.04% | +214+2.8% | Added |
| Neo Ivy Capital Management | 7,732 | $640.2K | 0.20% | +7,732 | New |
| Stonegate Investment Group, LLC | 7,710 | $638.4K | 0.02% | +938+13.9% | Added |
| Legacy Wealth Asset Management, LLC | 7,645 | $633.0K | 0.16% | +20.0% | Added |
| Prudent Man Advisors, LLC | 7,641 | $632.7K | 0.20% | −10−0.1% | Reduced |
| Alhambra Investment Partners LLC | 7,324 | $606.4K | 0.30% | +2,308+46.0% | Added |
| Sherbrooke Park Advisers LLC | 7,288 | $603.4K | 0.26% | +2,925+67.0% | Added |
| State of Michigan Retirement System | 7,270 | $602.0K | 0.00% | +100+1.4% | Added |