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 |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 2,670 | $237.0K | 0.20% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,678 | $237.7K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 2,686 | $238.4K | 0.00% | +1,172+77.4% | Added |
| Prudential PLC | 2,692 | $238.9K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 2,704 | $240.0K | 0.00% | −783−22.5% | Reduced |
| Tranquility Partners, LLC | 2,718 | $241.3K | 0.08% | +2,718 | New |
| Copeland Capital Management, LLC | 2,719 | $241.3K | 0.01% | +15+0.6% | Added |
| Martingale Asset Management L P | 2,729 | $242.2K | 0.01% | −5,300−66.0% | Reduced |
| Saiph Capital, LLC | 2,731 | $242.4K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,789 | $244.5K | 0.01% | +151+5.7% | Added |
| Brevan Howard Capital Management LP | 2,759 | $244.9K | 0.00% | −8,906−76.3% | Reduced |
| Claret Asset Management Corp | 2,804 | $249.0K | 0.03% | −39−1.4% | Reduced |
| FourThought Financial Partners, LLC | 2,837 | $251.8K | 0.02% | −138−4.6% | Reduced |
| Boston Family Office LLC | 2,840 | $252.0K | 0.02% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,869 | $254.7K | 0.41% | +2,869 | New |
| Man Group plc | 2,912 | $258.5K | 0.00% | −17,399−85.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,925 | $259.6K | 0.11% | +1,176+67.2% | Added |
| Abn Amro Investment Solutions | 2,970 | $263.6K | 0.01% | 00.0% | Unchanged |
| Voleon Capital Management LP | 3,005 | $266.7K | 0.01% | +3,005 | New |
| Allegiance Financial Group Advisory Services LLC | 3,018 | $267.9K | 0.06% | +19+0.6% | Added |
| National Bank of Canada | 3,030 | $268.9K | 0.00% | +329+12.2% | Added |
| Siemens Fonds Invest GmbH | 3,047 | $270.5K | 0.01% | −30−1.0% | Reduced |
| Grant Private Wealth Management Inc | 3,054 | $271.1K | 0.17% | +3,054 | New |
| Wealth Alliance | 3,088 | $274.1K | 0.03% | −205−6.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,122 | $277.1K | 0.00% | −109−3.4% | Reduced |
| Wellington Management Group LLP | 3,140 | $278.7K | 0.00% | +263+9.1% | Added |
| Callan Family Office, LLC | 3,242 | $287.8K | 0.01% | −804−19.9% | Reduced |
| Whalen Wealth Management Inc. | 3,242 | $287.8K | 0.17% | +130+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,280 | $291.0K | 0.00% | +3,280 | New |
| Lido Advisors, LLC | 3,288 | $291.9K | 0.00% | +528+19.1% | Added |
| Aristeia Capital LLC | 3,299 | $292.8K | 0.01% | +3,299 | New |
| Lighthouse Investment Partners, LLC | 3,300 | $292.9K | 0.01% | +3,300 | New |
| Northwestern Mutual Wealth Management Co | 3,446 | $305.9K | 0.00% | +504+17.1% | Added |
| Kera Capital Partners, Inc. | 3,465 | $307.6K | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,489 | $309.7K | 0.03% | +38+1.1% | Added |
| HB Wealth Management, LLC | 3,491 | $309.9K | 0.00% | +647+22.7% | Added |
| Net Worth Advisory Group | 3,519 | $312.4K | 0.09% | −282−7.4% | Reduced |
| Verition Fund Management LLC | 3,520 | $312.4K | 0.00% | +3,520 | New |
| MetLife Investment Management | 3,526 | $313.0K | 0.00% | +3+0.1% | Added |
| Skopos Labs, Inc. | 3,876 | $317.2K | 0.04% | +114+3.0% | Added |
| Canada Pension Plan Investment Board | 3,600 | $319.5K | 0.00% | −100−2.7% | Reduced |
| Requisite Capital Management, LLC | 3,602 | $319.7K | 0.05% | +3,602 | New |
| CIBC Private Wealth Group, LLC | 3,604 | $319.9K | 0.00% | +391+12.2% | Added |
| Signaturefd, LLC | 3,644 | $323.5K | 0.01% | +5+0.1% | Added |
| Alteri Wealth LLC | 3,654 | $324.3K | 0.11% | −133−3.5% | Reduced |
| Hancock Whitney Corp | 3,675 | $326.2K | 0.01% | −110−2.9% | Reduced |
| Krilogy Financial LLC | 3,847 | $329.9K | 0.01% | +3,847 | New |
| Legacy Capital Group California, Inc. | 3,748 | $332.7K | 0.08% | +310+9.0% | Added |
| J.Safra Asset Management Corp | 3,750 | $332.9K | 0.02% | +130+3.6% | Added |
| Ascent Group, LLC | 3,760 | $333.8K | 0.01% | +1,265+50.7% | Added |
| UniSuper Management Pty Ltd | 3,800 | $337.3K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,809 | $338.1K | 0.01% | +1,288+51.1% | Added |
| Meixler Investment Management, Ltd. | 3,849 | $341.6K | 0.21% | −18−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 3,862 | $342.8K | 0.05% | −70−1.8% | Reduced |
| Quest Partners LLC | 3,901 | $346.3K | 0.02% | +3,602+1,204.7% | Added |
| Motley Fool Asset Management LLC | 3,977 | $353.0K | 0.01% | +6+0.2% | Added |
| Global View Capital Management LLC | 4,017 | $356.5K | 0.08% | +4,017 | New |
| Hilltop Holdings Inc. | 4,034 | $358.1K | 0.02% | +471+13.2% | Added |
| Advisory Services Network, LLC | 4,056 | $360.0K | 0.01% | +57+1.4% | Added |
| Nicolet Bankshares Inc | 4,063 | $360.6K | 0.06% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,126 | $366.2K | 0.01% | +4,076+8,152.0% | Added |
| Prudent Man Advisors, LLC | 4,341 | $385.3K | 0.14% | −3,300−43.2% | Reduced |
| AlphaCore Capital LLC | 4,353 | $386.4K | 0.01% | +682+18.6% | Added |
| Evercore Wealth Management, LLC | 4,410 | $391.4K | 0.01% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 4,502 | $399.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,505 | $399.9K | 0.02% | −41−0.9% | Reduced |
| O'Brien Greene & Co. Inc | 4,559 | $404.7K | 0.12% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $407.1K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4,592 | $407.6K | 0.00% | −100−2.1% | Reduced |
| Trust Co of Vermont | 4,728 | $419.7K | 0.02% | −890−15.8% | Reduced |
| M&T Bank Corp | 4,788 | $424.8K | 0.00% | −1,844−27.8% | Reduced |
| Mutual Advisors, LLC | 5,276 | $426.7K | 0.01% | +101+2.0% | Added |
| Ci Investments Inc. | 4,929 | $438.0K | 0.00% | +188+4.0% | Added |
| Colony Group, LLC | 4,943 | $438.8K | 0.00% | −1,699−25.6% | Reduced |
| Atomi Financial Group, Inc. | 5,059 | $449.0K | 0.01% | +867+20.7% | Added |
| Quadrant Capital Group LLC | 5,128 | $455.2K | 0.01% | −4−0.1% | Reduced |
| Camden Capital, LLC | 5,175 | $459.3K | 0.03% | +2,652+105.1% | Added |
| Transcend Wealth Collective, LLC | 5,183 | $460.0K | 0.03% | −4−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,221 | $463.4K | 0.01% | +5,221 | New |
| GAMMA Investing LLC | 5,316 | $471.8K | 0.03% | +236+4.6% | Added |
| Forum Financial Management, LP | 5,316 | $471.8K | 0.01% | +545+11.4% | Added |
| ASR Vermogensbeheer N.V. | 5,332 | $473.3K | 0.01% | −61−1.1% | Reduced |
| Quantbot Technologies LP | 5,336 | $473.6K | 0.01% | +5,336 | New |
| Essential Partners LLC | 5,444 | $483.2K | 0.16% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,514 | $489.4K | 0.00% | −440−7.4% | Reduced |
| Salvus Wealth Management, LLC | 5,541 | $491.8K | 0.27% | +5,541 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,565 | $493.9K | 0.03% | −278−4.8% | Reduced |
| Acadian Asset Management LLC | 5,664 | $502.0K | 0.00% | +4,569+417.3% | Added |
| Rockefeller Capital Management L.P. | 5,796 | $514.5K | 0.00% | +5,796 | New |
| Warren Averett Asset Management, LLC | 5,839 | $518.3K | 0.01% | +283+5.1% | Added |
| CAPROCK Group, Inc. | 5,907 | $523.8K | 0.01% | +5,907 | New |
| Fiduciary Trust Co | 5,989 | $531.6K | 0.01% | +192+3.3% | Added |
| Empowered Funds, LLC | 5,996 | $532.2K | 0.01% | +325+5.7% | Added |
| CBOE Vest Financial, LLC | 6,009 | $533.4K | 0.01% | +1,628+37.2% | Added |
| Quadcap Wealth Management, LLC | 6,119 | $543.1K | 0.06% | +6,119 | New |
| Perbak Capital Partners LLP | 6,247 | $554.5K | 0.10% | +3,726+147.8% | Added |
| Sylvest Advisors, LLC | 6,415 | $569.4K | 0.31% | −77−1.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,421 | $569.9K | 0.00% | −44,187−87.3% | Reduced |
| Beacon Financial Group | 6,500 | $576.9K | 0.06% | +6,500 | New |
| Wetherby Asset Management Inc | 6,503 | $577.2K | 0.02% | +160+2.5% | Added |