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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 7,206 | $596.6K | 0.01% | +4,201+139.8% | Added |
| Marshall Wace, LLP | 7,190 | $595.3K | 0.00% | +7,190 | New |
| Dynamic Advisor Solutions LLC | 7,107 | $588.5K | 0.02% | −868−10.9% | Reduced |
| Carret Asset Management, LLC | 7,091 | $587.1K | 0.06% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,960 | $581.1K | 0.02% | −1,828−20.8% | Reduced |
| Curated Wealth Partners LLC | 6,950 | $575.5K | 0.07% | −2,615−27.3% | Reduced |
| Wolverine Asset Management LLC | 6,921 | $573.1K | 0.01% | −1,131−14.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $560.7K | 0.01% | 00.0% | Unchanged |
| Sienna Gestion | 7,280 | $550.3K | 0.04% | 00.0% | Unchanged |
| Colony Group, LLC | 6,642 | $550.0K | 0.00% | −2,720−29.1% | Reduced |
| Perritt Capital Management Inc | 6,638 | $549.6K | 0.28% | −125−1.8% | Reduced |
| M&T Bank Corp | 6,632 | $549.0K | 0.00% | +138+2.1% | Added |
| Vident Advisory, LLC | 6,557 | $542.9K | 0.01% | +586+9.8% | Added |
| Denali Advisors LLC | 6,511 | $539.1K | 0.06% | −1,200−15.6% | Reduced |
| Sylvest Advisors, LLC | 6,492 | $537.5K | 0.31% | +1,270+24.3% | Added |
| Fedenia Advisers LLC | 6,375 | $527.9K | 0.25% | +234+3.8% | Added |
| Wetherby Asset Management Inc | 6,343 | $525.2K | 0.02% | +6,343 | New |
| United Capital Financial Advisers, LLC | 5,954 | $493.0K | 0.00% | −2,164−26.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,843 | $483.8K | 0.03% | −405−6.5% | Reduced |
| Fiduciary Trust Co | 5,797 | $480.0K | 0.01% | +1,318+29.4% | Added |
| Empowered Funds, LLC | 5,671 | $469.6K | 0.01% | +654+13.0% | Added |
| Trust Co of Vermont | 5,618 | $465.2K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,556 | $460.1K | 0.01% | −372−6.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,469 | $452.8K | 0.03% | +5,469 | New |
| Essential Partners LLC | 5,444 | $450.8K | 0.18% | +5,444 | New |
| ASR Vermogensbeheer N.V. | 5,393 | $446.5K | 0.01% | −28−0.5% | Reduced |
| Mutual Advisors, LLC | 5,175 | $440.8K | 0.01% | +150+3.0% | Added |
| SRS Capital Advisors, Inc. | 5,198 | $430.4K | 0.02% | −1,667−24.3% | Reduced |
| Transcend Wealth Collective, LLC | 5,187 | $429.5K | 0.03% | +594+12.9% | Added |
| Prelude Capital Management, LLC | 5,136 | $425.3K | 0.04% | +1,828+55.3% | Added |
| Quadrant Capital Group LLC | 5,132 | $424.9K | 0.02% | −39−0.8% | Reduced |
| GAMMA Investing LLC | 5,080 | $420.6K | 0.03% | +1,782+54.0% | Added |
| CM Management, LLC | 5,000 | $414.0K | 0.38% | +5,000 | New |
| Forum Financial Management, LP | 4,771 | $395.0K | 0.01% | −968−16.9% | Reduced |
| Ossiam | 4,759 | $394.0K | 0.00% | +66+1.4% | Added |
| Ci Investments Inc. | 4,741 | $393.0K | 0.00% | −1,422−23.1% | Reduced |
| Yousif Capital Management, LLC | 4,692 | $388.5K | 0.00% | −143−3.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $379.8K | 0.01% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,559 | $377.5K | 0.12% | −24−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,546 | $376.4K | 0.02% | +683+17.7% | Added |
| Yarbrough Capital, LLC | 4,502 | $372.8K | 0.01% | +4,502 | New |
| Summit X, LLC | 4,494 | $372.1K | 0.07% | +565+14.4% | Added |
| Evercore Wealth Management, LLC | 4,410 | $365.1K | 0.01% | −50−1.1% | Reduced |
| Vontobel Holding Ltd. | 4,383 | $362.9K | 0.00% | −15,564−78.0% | Reduced |
| CBOE Vest Financial, LLC | 4,381 | $362.7K | 0.01% | +1,072+32.4% | Added |
| Gsa Capital Partners LLP | 4,203 | $348.0K | 0.02% | +4,203 | New |
| Atomi Financial Group, Inc. | 4,192 | $347.1K | 0.01% | +379+9.9% | Added |
| Advisory Services Network, LLC | 3,999 | $341.8K | 0.01% | +617+18.2% | Added |
| Nicolet Bankshares Inc | 4,063 | $336.4K | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,049 | $335.3K | 0.07% | +323+8.7% | Added |
| Callan Family Office, LLC | 4,046 | $335.0K | 0.01% | +4,046 | New |
| Old National Bancorp | 3,973 | $329.0K | 0.01% | −107−2.6% | Reduced |
| Motley Fool Asset Management LLC | 3,971 | $328.8K | 0.02% | −128−3.1% | Reduced |
| Ironwood Investment Counsel, LLC | 3,932 | $325.6K | 0.05% | −303−7.2% | Reduced |
| Graypoint LLC | 3,876 | $320.9K | 0.02% | −1,705−30.6% | Reduced |
| Meixler Investment Management, Ltd. | 3,867 | $320.2K | 0.22% | +335+9.5% | Added |
| UniSuper Management Pty Ltd | 3,800 | $314.6K | 0.00% | −400−9.5% | Reduced |
| Net Worth Advisory Group | 3,801 | $314.6K | 0.07% | +127+3.5% | Added |
| Alteri Wealth LLC | 3,787 | $313.6K | 0.12% | +3,787 | New |
| Hancock Whitney Corp | 3,785 | $313.4K | 0.01% | −714−15.9% | Reduced |
| Foster & Motley Inc | 3,772 | $312.0K | 0.02% | −2,868−43.2% | Reduced |
| Skopos Labs, Inc. | 3,762 | $311.5K | 0.04% | +2,562+213.5% | Added |
| Aptus Capital Advisors, LLC | 3,748 | $310.4K | 0.00% | +3,748 | New |
| Canada Pension Plan Investment Board | 3,700 | $306.4K | 0.00% | −13,400−78.4% | Reduced |
| IFP Advisors, Inc | 3,375 | $305.9K | 0.01% | −798−19.1% | Reduced |
| AlphaCore Capital LLC | 3,671 | $304.0K | 0.01% | +120+3.4% | Added |
| Signaturefd, LLC | 3,639 | $301.3K | 0.01% | +231+6.8% | Added |
| J.Safra Asset Management Corp | 3,620 | $299.7K | 0.02% | +337+10.3% | Added |
| Sheets Smith Wealth Management | 3,600 | $298.1K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,563 | $295.0K | 0.02% | +417+13.3% | Added |
| MetLife Investment Management | 3,523 | $291.7K | 0.00% | −341−8.8% | Reduced |
| Pines Wealth Management, LLC | 3,490 | $291.4K | 0.10% | +3,490 | New |
| New York Life Investment Management LLC | 3,487 | $288.7K | 0.00% | +3,487 | New |
| Kera Capital Partners, Inc. | 3,465 | $286.9K | 0.06% | +361+11.6% | Added |
| CWM Advisors, LLC | 3,451 | $285.7K | 0.03% | −36,381−91.3% | Reduced |
| Legacy Capital Group California, Inc. | 3,438 | $284.7K | 0.08% | +200+6.2% | Added |
| State of Wyoming | 3,367 | $278.8K | 0.03% | −953−22.1% | Reduced |
| Atria Wealth Solutions, Inc. | 3,349 | $277.3K | 0.01% | −2,974−47.0% | Reduced |
| Wealth Alliance | 3,293 | $272.6K | 0.03% | −12−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 3,231 | $267.5K | 0.00% | +180+5.9% | Added |
| CIBC Private Wealth Group, LLC | 3,213 | $266.0K | 0.00% | −635−16.5% | Reduced |
| Fullcircle Wealth LLC | 3,080 | $263.0K | 0.10% | +316+11.4% | Added |
| Whalen Wealth Management Inc. | 3,112 | $257.7K | 0.16% | +3,112 | New |
| Siemens Fonds Invest GmbH | 3,077 | $254.8K | 0.01% | +516+20.1% | Added |
| Blueshift Asset Management, LLC | 3,052 | $252.7K | 0.08% | +3,052 | New |
| Allegiance Financial Group Advisory Services LLC | 2,999 | $248.3K | 0.07% | +13+0.4% | Added |
| FourThought Financial Partners, LLC | 2,975 | $246.3K | 0.02% | −25,438−89.5% | Reduced |
| Abn Amro Investment Solutions | 2,970 | $245.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,942 | $243.6K | 0.00% | +24+0.8% | Added |
| Wellington Management Group LLP | 2,877 | $238.2K | 0.00% | +2,877 | New |
| Pitcairn Co | 2,861 | $236.9K | 0.02% | +2,861 | New |
| HB Wealth Management, LLC | 2,844 | $235.5K | 0.00% | +2,844 | New |
| Claret Asset Management Corp | 2,843 | $235.0K | 0.03% | – | – |
| Boston Family Office LLC | 2,840 | $235.0K | 0.02% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 2,804 | $232.2K | 0.38% | +2,804 | New |
| Tower Research Capital LLC (TRC) | 2,798 | $231.7K | 0.01% | +2,532+951.9% | Added |
| EntryPoint Capital, LLC | 2,761 | $228.6K | 0.11% | −106−3.7% | Reduced |
| Lido Advisors, LLC | 2,760 | $228.6K | 0.00% | +307+12.5% | Added |
| Saiph Capital, LLC | 2,731 | $226.1K | 0.09% | +2,731 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,708 | $225.6K | 0.10% | −71−2.6% | Reduced |