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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 212 | $19.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 220 | $19.5K | 0.00% | +220 | New |
| Hillsdale Investment Management Inc. | 230 | $20.4K | 0.00% | −11,300−98.0% | Reduced |
| Frazier Financial Advisors, LLC | 239 | $21.2K | 0.01% | +1+0.4% | Added |
| Rossby Financial, LCC | 243 | $21.4K | 0.01% | +136+127.1% | Added |
| Massmutual Trust Co FSB | 247 | $21.9K | 0.00% | +117+90.0% | Added |
| Valley National Advisers Inc | 277 | $24.0K | 0.00% | −40−12.6% | Reduced |
| Highline Wealth Partners LLC | 273 | $24.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 274 | $24.3K | 0.00% | −19−6.5% | Reduced |
| Pinnacle Bancorp, Inc. | 278 | $24.7K | 0.01% | +9+3.3% | Added |
| Atwood & Palmer Inc | 298 | $26.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $26.6K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 306 | $27.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 322 | $28.6K | 0.00% | +90+38.8% | Added |
| Caldwell Trust Co | 324 | $28.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 344 | $30.2K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 350 | $31.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 362 | $32.0K | 0.00% | +26+7.7% | Added |
| Private Trust Co NA | 369 | $32.8K | 0.00% | +80+27.7% | Added |
| Nisa Investment Advisors, LLC | 378 | $33.6K | 0.00% | +88+30.3% | Added |
| State of Wyoming | 380 | $33.7K | 0.00% | −2,987−88.7% | Reduced |
| Wealthspire Advisors, LLC | 381 | $33.8K | 0.00% | +381 | New |
| True Wealth Design, LLC | 387 | $34.4K | 0.01% | +5+1.3% | Added |
| Huntington National Bank | 411 | $36.5K | 0.00% | −129−23.9% | Reduced |
| Central Trust Co | 426 | $37.8K | 0.00% | −427−50.1% | Reduced |
| Quent Capital, LLC | 445 | $39.5K | 0.00% | +445 | New |
| Root Financial Partners, LLC | 468 | $41.5K | 0.00% | +468 | New |
| Osterweis Capital Management Inc | 478 | $42.4K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 500 | $44.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 527 | $47.0K | 0.00% | −84,019−99.4% | Reduced |
| Bellevue Asset Management, LLC | 537 | $47.7K | 0.02% | +1+0.2% | Added |
| 1248 Management, LLC | 543 | $48.2K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 621 | $55.1K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 625 | $55.5K | 0.00% | +261+71.7% | Added |
| Financial Perspectives, Inc | 670 | $59.5K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 675 | $59.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 676 | $60.0K | 0.01% | +676 | New |
| JNBA Financial Advisors | 677 | $60.1K | 0.01% | +677 | New |
| Johnson Financial Group, Inc. | 700 | $62.1K | 0.00% | +700 | New |
| Bessemer Group Inc | 716 | $64.0K | 0.00% | +149+26.3% | Added |
| Westpac Banking Corp | 738 | $65.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 823 | $73.0K | 0.02% | +823 | New |
| Global X Japan Co., Ltd. | 826 | $73.3K | 0.01% | +27+3.4% | Added |
| Spire Wealth Management | 855 | $75.9K | 0.00% | +426+99.3% | Added |
| Ronald Blue Trust, Inc. | 868 | $77.0K | 0.00% | +1+0.1% | Added |
| Fortis Group Advisors, LLC | 870 | $77.2K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 876 | $77.7K | 0.02% | +7+0.8% | Added |
| Cary Street Partners Financial LLC | 949 | $84.3K | 0.00% | −1,520−61.6% | Reduced |
| Larson Financial Group LLC | 970 | $86.1K | 0.00% | −4−0.4% | Reduced |
| Versant Capital Management, Inc | 1,039 | $92.2K | 0.01% | +71+7.3% | Added |
| Hilltop National Bank | 1,093 | $97.0K | 0.02% | −314−22.3% | Reduced |
| United Community Bank | 1,130 | $100.3K | 0.03% | +1,130 | New |
| Parkside Financial Bank & Trust | 1,148 | $101.9K | 0.01% | −195−14.5% | Reduced |
| Penserra Capital Management LLC | 1,177 | $104.0K | 0.00% | +13+1.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,179 | $104.6K | 0.01% | +275+30.4% | Added |
| Murphy & Mullick Capital Management Corp | 1,198 | $106.3K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 1,245 | $111.0K | 0.06% | +1,038+501.4% | Added |
| Medallion Wealth Advisors, LLC | 1,258 | $111.7K | 0.04% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,400 | $124.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,398 | $124.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,400 | $124.3K | 0.00% | −244−14.8% | Reduced |
| Sunbelt Securities, Inc. | 1,425 | $126.4K | 0.01% | +1,425 | New |
| Steward Partners Investment Advisory, LLC | 1,439 | $127.7K | 0.00% | +447+45.1% | Added |
| 1620 Investment Advisors, Inc. | 1,551 | $137.7K | 0.09% | +4+0.3% | Added |
| Harvest Fund Management Co., Ltd | 1,585 | $141.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,698 | $149.6K | 0.01% | +411+31.9% | Added |
| Tortoise Investment Management, LLC | 2,019 | $179.2K | 0.02% | +10+0.5% | Added |
| Natixis | 2,069 | $183.6K | 0.00% | +2,069 | New |
| Sage Mountain Advisors LLC | 2,283 | $202.6K | 0.01% | +2,283 | New |
| Founders Financial Alliance, LLC | 2,309 | $204.9K | 0.04% | +2,309 | New |
| Allworth Financial LP | 2,312 | $205.2K | 0.00% | +150+6.9% | Added |
| Sym Financial Corp | 2,347 | $208.3K | 0.02% | +2,347 | New |
| Lazard Asset Management LLC | 2,354 | $208.9K | 0.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 2,354 | $208.9K | 0.05% | +2,354 | New |
| Pitcairn Co | 2,363 | $209.7K | 0.02% | −498−17.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,373 | $210.6K | 0.01% | −129−5.2% | Reduced |
| Farther Finance Advisors, LLC | 2,395 | $212.6K | 0.00% | +705+41.7% | Added |
| Board of the Pension Protection Fund | 2,400 | $213.0K | 0.21% | −14,700−86.0% | Reduced |
| Old National Bancorp | 2,409 | $213.8K | 0.00% | −1,564−39.4% | Reduced |
| West Michigan Advisors, LLC | 2,418 | $214.6K | 0.05% | −27−1.1% | Reduced |
| Fieldview Capital Management, LLC | 2,426 | $215.3K | 0.04% | +2,426 | New |
| New World Advisors LLC | 2,443 | $216.8K | 0.04% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 2,493 | $219.7K | 0.01% | +2,493 | New |
| Vestmark Advisory Solutions, Inc. | 2,479 | $220.1K | 0.00% | +2,479 | New |
| Mount Yale Investment Advisors, LLC | 2,479 | $220.1K | 0.02% | +2,479 | New |
| Riverwater Partners LLC | 2,492 | $221.2K | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,495 | $221.5K | 0.00% | −92−3.6% | Reduced |
| Investor AB | 2,500 | $221.9K | 0.00% | +2,500 | New |
| Metis Global Partners, LLC | 2,501 | $222.0K | 0.01% | −163−6.1% | Reduced |
| Vaughan David Investments LLC | 2,514 | $223.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 2,564 | $227.6K | 0.01% | 00.0% | Unchanged |
| Gries Financial LLC | 2,574 | $228.5K | 0.04% | −26−1.0% | Reduced |
| Motco | 2,581 | $229.1K | 0.02% | +1,226+90.5% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 2,595 | $230.3K | 0.14% | −6−0.2% | Reduced |
| Sky Investment Group LLC | 2,600 | $230.8K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,607 | $231.4K | 0.00% | +2,607 | New |
| IFP Advisors, Inc | 2,611 | $231.8K | 0.01% | −764−22.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,634 | $233.8K | 0.01% | −164−5.9% | Reduced |
| Guyasuta Investment Advisors Inc | 2,642 | $234.5K | 0.01% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,643 | $234.6K | 0.02% | 00.0% | Unchanged |