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 |
|---|---|---|---|---|---|
| Copeland Capital Management, LLC | 2,704 | $223.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,701 | $223.5K | 0.00% | +148+5.8% | Added |
| Prudential PLC | 2,692 | $222.9K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,678 | $221.7K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,670 | $221.1K | 0.21% | −940−26.0% | Reduced |
| Metis Global Partners, LLC | 2,664 | $220.6K | 0.01% | −1,215−31.3% | Reduced |
| Steel Peak Wealth Management LLC | 2,657 | $220.0K | 0.01% | +2,657 | New |
| Wedmont Private Capital | 2,638 | $219.8K | 0.01% | −65−2.4% | Reduced |
| Brinker Capital Investments, LLC | 2,645 | $219.0K | 0.00% | −2,987−53.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,643 | $218.8K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,642 | $218.8K | 0.01% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 2,601 | $215.4K | 0.14% | +2,601 | 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 |
| Resources Investment Advisors, LLC. | 2,587 | $214.2K | 0.00% | +2,587 | New |
| Caxton Associates LLP | 2,564 | $212.3K | 0.01% | −17,060−86.9% | Reduced |
| Camden Capital, LLC | 2,523 | $208.9K | 0.02% | +2,523 | 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 |
| 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 |
| Sound View Wealth Advisors Group, LLC | 2,502 | $207.2K | 0.02% | −93−3.6% | Reduced |
| Ascent Group, LLC | 2,495 | $206.6K | 0.01% | −9−0.4% | Reduced |
| Riverwater Partners LLC | 2,492 | $206.3K | 0.10% | +40+1.6% | Added |
| Cary Street Partners Financial LLC | 2,469 | $204.5K | 0.01% | −465−15.8% | Reduced |
| Leo Wealth, LLC | 2,456 | $203.3K | 0.02% | +2,456 | New |
| West Michigan Advisors, LLC | 2,445 | $202.4K | 0.06% | +2,445 | New |
| New World Advisors LLC | 2,443 | $202.3K | 0.04% | −1,397−36.4% | Reduced |
| Lazard Asset Management LLC | 2,354 | $194.0K | 0.00% | +650+38.1% | Added |
| SG Americas Securities, LLC | 2,260 | $187.0K | 0.00% | −26,700−92.2% | Reduced |
| Allworth Financial LP | 2,162 | $179.0K | 0.00% | +146+7.2% | Added |
| Erste Asset Management GmbH | 2,100 | $171.9K | 0.00% | +2,100 | New |
| Tortoise Investment Management, LLC | 2,009 | $166.3K | 0.02% | +9+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,749 | $144.8K | 0.07% | −177−9.2% | Reduced |
| Farther Finance Advisors, LLC | 1,690 | $139.9K | 0.00% | +90+5.6% | Added |
| Global Retirement Partners, LLC | 1,644 | $136.1K | 0.00% | +1,644 | New |
| Harvest Fund Management Co., Ltd | 1,585 | $131.0K | 0.01% | −834−34.5% | Reduced |
| 1620 Investment Advisors, Inc. | 1,547 | $128.1K | 0.09% | +17+1.1% | Added |
| MAI Capital Management | 1,514 | $125.3K | 0.00% | +113+8.1% | Added |
| First Horizon Advisors, Inc. | 1,465 | $121.3K | 0.00% | +34+2.4% | Added |
| Hilltop National Bank | 1,407 | $116.5K | 0.03% | +1,407 | New |
| Cohen & Steers, Inc. | 1,400 | $116.0K | 0.00% | 00.0% | Unchanged |
| Motco | 1,355 | $115.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,398 | $115.8K | 0.01% | +100+7.7% | Added |
| Parkside Financial Bank & Trust | 1,343 | $111.2K | 0.01% | +620+85.8% | Added |
| Smartleaf Asset Management LLC | 1,287 | $105.3K | 0.01% | −350−21.4% | Reduced |
| Medallion Wealth Advisors, LLC | 1,258 | $104.4K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,237 | $102.4K | 0.04% | +260+26.6% | Added |
| Murphy & Mullick Capital Management Corp | 1,198 | $102.4K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,164 | $96.0K | 0.00% | +131+12.7% | Added |
| Acadian Asset Management LLC | 1,095 | $90.0K | 0.00% | −43,905−97.6% | Reduced |
| GeoWealth Management, LLC | 1,059 | $87.7K | 0.00% | +696+191.7% | Added |
| Adalta Capital Management LLC | 1,000 | $82.8K | 0.04% | −1,000−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 992 | $82.2K | 0.00% | +39+4.1% | Added |
| Larson Financial Group LLC | 974 | $80.6K | 0.00% | +636+188.2% | Added |
| Versant Capital Management, Inc | 968 | $80.2K | 0.01% | −55−5.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 904 | $74.8K | 0.01% | −411−31.3% | Reduced |
| Fortis Group Advisors, LLC | 870 | $72.0K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 869 | $72.0K | 0.02% | +13+1.5% | Added |
| Ronald Blue Trust, Inc. | 867 | $71.8K | 0.00% | −1−0.1% | Reduced |
| Central Trust Co | 853 | $70.6K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 799 | $66.2K | 0.01% | −212−21.0% | Reduced |
| Walleye Capital LLC | 742 | $61.4K | 0.00% | −1,706−69.7% | Reduced |
| Westpac Banking Corp | 738 | $61.1K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 675 | $55.9K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 670 | $55.5K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 621 | $51.4K | 0.01% | +35+6.0% | Added |
| Bessemer Group Inc | 567 | $47.0K | 0.00% | −12,766−95.7% | Reduced |
| 1248 Management, LLC | 543 | $45.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 540 | $44.7K | 0.00% | +16+3.1% | Added |
| Bellevue Asset Management, LLC | 536 | $44.4K | 0.02% | +2+0.4% | Added |
| Evelyn Partners Investment Management LLP | 500 | $41.4K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 478 | $39.6K | 0.00% | +478 | New |
| Spire Wealth Management | 429 | $35.5K | 0.00% | −14−3.2% | Reduced |
| Financial Avengers, Inc. | 402 | $33.3K | 0.02% | −104−20.6% | Reduced |
| True Wealth Design, LLC | 382 | $31.6K | 0.01% | −207−35.1% | Reduced |
| Salem Investment Counselors Inc | 364 | $30.1K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 344 | $28.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 336 | $27.0K | 0.00% | +28+9.1% | Added |
| Caldwell Trust Co | 324 | $26.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 317 | $26.0K | 0.00% | −446−58.5% | Reduced |
| Duncker Streett & Co Inc | 306 | $25.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $24.8K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 299 | $24.8K | 0.00% | −3,549−92.2% | Reduced |
| Atwood & Palmer Inc | 298 | $24.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 290 | $24.0K | 0.00% | −17,569−98.4% | Reduced |
| NBC Securities, Inc. | 293 | $24.0K | 0.00% | +248+551.1% | Added |
| Private Trust Co NA | 289 | $23.9K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 285 | $23.6K | 0.02% | +285 | New |
| Highline Wealth Partners LLC | 273 | $22.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 269 | $22.3K | 0.01% | −14−4.9% | Reduced |
| JFS Wealth Advisors, LLC | 242 | $20.0K | 0.00% | −5−2.0% | Reduced |
| Frazier Financial Advisors, LLC | 238 | $19.7K | 0.01% | −349−59.5% | Reduced |
| Umb Bank N A | 232 | $19.2K | 0.00% | +228+5,700.0% | Added |
| Capital Advisors, Ltd. LLC | 212 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 214 | $17.7K | 0.00% | −16−7.0% | Reduced |
| Covestor Ltd | 207 | $17.0K | 0.01% | −1,139−84.6% | Reduced |
| Geneos Wealth Management Inc. | 202 | $16.7K | 0.00% | +53+35.6% | Added |
| Kestra Investment Management, LLC | 190 | $15.9K | 0.00% | 00.0% | Unchanged |