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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, Q3 2025

Institutional positions in SS&C Technologies Holdings Inc as of Sep 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
722
+38 vs. Q2 2025
Shares held
203.0M
−626.8K (−0.3%) vs. Q2 2025
Total value
$18.0B
+$1.15B (+6.8%) vs. Q2 2025
New holders
90
241 more added
Sold out
52
255 more reduced

9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 722 institutions
Q1 2021: 487 institutionsQ2 2021: 483 institutionsQ3 2021: 507 institutionsQ4 2021: 541 institutionsQ1 2022: 565 institutionsQ2 2022: 559 institutionsQ3 2022: 537 institutionsQ4 2022: 535 institutionsQ1 2023: 534 institutionsQ2 2023: 529 institutionsQ3 2023: 531 institutionsQ4 2023: 562 institutionsQ1 2024: 573 institutionsQ2 2024: 577 institutionsQ3 2024: 664 institutionsQ4 2024: 649 institutionsQ1 2025: 718 institutionsQ2 2025: 693 institutionsQ3 2025: 722 institutionsQ4 2025: 758 institutionsQ1 2026: 721 institutionsQ2 2026: 727 institutions
Value heldQ3 2025: $18.0B
Q1 2021: $14.6BQ2 2021: $15.2BQ3 2021: $14.5BQ4 2021: $17.5BQ1 2022: $16.1BQ2 2022: $12.5BQ3 2022: $10.2BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $12.6BQ3 2023: $10.9BQ4 2023: $12.6BQ1 2024: $13.2BQ2 2024: $12.8BQ3 2024: $15.2BQ4 2024: $15.7BQ1 2025: $17.1BQ2 2025: $17.1BQ3 2025: $18.0BQ4 2025: $18.1BQ1 2026: $13.6BQ2 2026: $12.6B
Institutions holding SSNC and their total value by quarter
QuarterHoldersValue
Q2 2026727$12.6B
Q1 2026721$13.6B
Q4 2025758$18.1B
Q3 2025722$18.0B
Q2 2025693$17.1B
Q1 2025718$17.1B
Q4 2024649$15.7B
Q3 2024664$15.2B
Q2 2024577$12.8B
Q1 2024573$13.2B
Q4 2023562$12.6B
Q3 2023531$10.9B
Q2 2023529$12.6B
Q1 2023534$11.9B
Q4 2022535$10.9B
Q3 2022537$10.2B
Q2 2022559$12.5B
Q1 2022565$16.1B
Q4 2021541$17.5B
Q3 2021507$14.5B
Q2 2021483$15.2B
Q1 2021487$14.6B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q2 2025.

Institutions holding SSNC in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$890.00%00.0%Unchanged
Activest Wealth Management1$890.00%00.0%Unchanged
High Note Wealth, LLC2$1780.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1780.00%00.0%Unchanged
American Capital Advisory, LLC2$1780.00%00.0%Unchanged
Vision Financial Markets LLC3$1800.00%00.0%Unchanged
UMA Financial Services, Inc.2$1800.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC4$3550.01%00.0%Unchanged
Heartwood Wealth Advisors LLC4$3550.00%+4New
Turning Point Benefit Group, Inc.5$4400.00%+5New
Wealth Watch Advisors, INC5$4440.00%+5New
Quest 10 Wealth Builders, Inc.6$4880.00%00.0%Unchanged
Financial Consulate, Inc6$5330.00%+6New
Seneschal Advisors, LLC6$5330.00%+6New
Legacy Wealth Managment, LLC7$6220.00%00.0%Unchanged
Winnow Wealth LLC7$6230.00%+7New
Quaker Wealth Management, LLC8$7110.00%00.0%Unchanged
Proffitt & Goodson Inc8$7110.00%+8New
Retirement Wealth Solutions LLC8$7110.00%+8New
Kimelman & Baird, LLC9$7990.00%00.0%Unchanged
CoreCap Advisors, LLC9$7990.00%00.0%Unchanged
Imprint Wealth LLC9$7990.00%+9New
MV Capital Management, Inc.10$8880.00%00.0%Unchanged
Picton Mahoney Asset Management15$1.00K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC12$1.06K0.00%+7+140.0%Added
HFM Investment Advisors, LLC13$1.15K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC14$1.24K0.00%+2+16.7%Added
Manchester Capital Management LLC15$1.33K0.00%00.0%Unchanged
Montag A & Associates Inc18$1.60K0.00%+18New
Mizuho Markets Cayman LP18$1.60K0.00%+18New
Aspect Partners, LLC19$1.69K0.00%+19New
Rakuten Securities, Inc.20$1.77K0.00%−32−61.5%Reduced
SJS Investment Consulting Inc.20$1.78K0.00%00.0%Unchanged
Hughes Financial Services, LLC21$1.78K0.00%00.0%Unchanged
Ransom Advisory, Ltd25$2.22K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd26$2.31K0.00%+26New
Abound Wealth Management27$2.42K0.00%00.0%Unchanged
TD Capital Management LLC28$2.52K0.00%00.0%Unchanged
HM Payson & Co29$2.58K0.00%00.0%Unchanged
Cromwell Holdings LLC29$2.58K0.00%00.0%Unchanged
Marquette Asset Management, LLC29$2.58K0.00%+29New
South State Corp.30$2.66K0.00%−5−14.3%Reduced
Geneos Wealth Management Inc.33$2.93K0.00%−169−83.7%Reduced
Avion Wealth35$3.00K0.00%+12+52.2%Added
Ogorek Anthony Joseph40$3.00K0.00%+28+233.3%Added
SBI Securities Co., Ltd.36$3.19K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.39$3.46K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC39$3.46K0.00%−51−56.7%Reduced
Sachetta, LLC40$3.55K0.00%+24+150.0%Added
CBIZ Investment Advisory Services, LLC42$3.73K0.00%+4+10.5%Added
Bartlett & Co. Wealth Management LLC43$3.82K0.00%00.0%Unchanged
Mather Group, LLC.45$3.99K0.00%+45New
Coston, McIsaac & Partners54$4.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$4.00K0.00%00.0%Unchanged
Concord Wealth Partners50$4.44K0.00%00.0%Unchanged
LGT Financial Advisors LLC52$4.66K0.01%00.0%Unchanged
AdvisorNet Financial, Inc54$4.79K0.00%00.0%Unchanged
Cloud Capital Management, LLC57$5.00K0.00%+57New
Crewe Advisors LLC57$5.06K0.00%+50+714.3%Added
Kayne Anderson Rudnick Investment Management LLC58$5.15K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC59$5.24K0.00%00.0%Unchanged
Bogart Wealth, LLC60$5.33K0.00%+12+25.0%Added
Bare Financial Services, Inc63$5.59K0.00%00.0%Unchanged
Park Place Capital Corp67$5.95K0.00%00.0%Unchanged
WPG Advisers, LLC68$6.04K0.00%−34−33.3%Reduced
Private Wealth Management Group, LLC68$6.04K0.00%00.0%Unchanged
Brown Brothers Harriman & Co70$6.21K0.00%+12+20.7%Added
Farmers & Merchants Trust Co of Chambersburg PA78$7.00K0.00%00.0%Unchanged
First Pacific Financial80$7.10K0.00%+12+17.6%Added
Bell Investment Advisors, Inc85$7.54K0.00%00.0%Unchanged
Red Tortoise LLC87$7.72K0.00%00.0%Unchanged
DAGCO, Inc.93$8.26K0.00%00.0%Unchanged
Key Financial Inc96$8.46K0.00%−5−5.0%Reduced
St Germain D J Co Inc99$8.79K0.00%00.0%Unchanged
Aventura Private Wealth, LLC100$8.88K0.00%00.0%Unchanged
Group One Trading, L.P.103$9.14K0.00%+103New
IMG Wealth Management, Inc.104$9.23K0.01%00.0%Unchanged
Cornerstone Planning Group LLC438$10.1K0.00%+416+1,890.9%Added
Marshall & Sterling Wealth Advisors Inc.114$10.1K0.01%00.0%Unchanged
Fortitude Family Office, LLC122$10.8K0.00%+9+8.0%Added
JPL Wealth Management, LLC122$10.8K0.00%+122New
GWM Advisors LLC125$11.1K0.00%+71+131.5%Added
Global Trust Asset Management, LLC128$11.4K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.135$11.9K0.00%00.0%Unchanged
Salomon & Ludwin, LLC136$12.0K0.00%+136New
CVA Family Office, LLC137$12.2K0.00%00.0%Unchanged
S&T Bank138$12.2K0.00%+138New
West Branch Capital LLC142$12.6K0.00%00.0%Unchanged
Hollencrest Capital Management145$12.9K0.00%00.0%Unchanged
Fifth Third Bancorp152$13.5K0.00%00.0%Unchanged
Tompkins Financial Corp155$13.8K0.00%00.0%Unchanged
Colonial Trust Co166$14.7K0.00%−17−9.3%Reduced
Smithfield Trust Co179$16.0K0.00%00.0%Unchanged
Harbour Investments, Inc.197$17.5K0.00%+29+17.3%Added
Cape Investment Advisory, Inc.200$17.8K0.02%+199+19,900.0%Added
Measured Wealth Private Client Group, LLC200$17.8K0.00%+200New
Financial Avengers, Inc.200$17.8K0.01%−202−50.2%Reduced
JFS Wealth Advisors, LLC210$18.6K0.00%−32−13.2%Reduced
Deseret Mutual Benefit Administrators213$18.9K0.01%+213New
Private Wealth Asset Management, LLC214$19.0K0.00%00.0%Unchanged