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 |
|---|---|---|---|---|---|
| AXA Investment Managers S.A. | 7,800 | $692.3K | 0.00% | +7,800 | New |
| Principal Financial Group Inc | 7,769 | $689.6K | 0.00% | −1,072−12.1% | Reduced |
| Principal Securities, Inc. | 7,744 | $687.4K | 0.01% | +538+7.5% | Added |
| Truvestments Capital LLC | 7,707 | $684.0K | 0.12% | +3,658+90.3% | Added |
| Merit Financial Group, LLC | 7,647 | $678.7K | 0.01% | −729−8.7% | Reduced |
| Snowden Capital Advisors LLC | 7,639 | $678.0K | 0.02% | −505−6.2% | Reduced |
| Regions Financial Corp | 7,611 | $675.6K | 0.00% | −1,729−18.5% | Reduced |
| Carret Asset Management, LLC | 7,611 | $675.6K | 0.07% | +520+7.3% | Added |
| Vident Advisory, LLC | 7,509 | $666.5K | 0.01% | +952+14.5% | Added |
| Groesbeck Investment Management Corp | 7,473 | $663.0K | 1.29% | −3,400−31.3% | Reduced |
| State of Michigan Retirement System | 7,270 | $645.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,248 | $643.3K | 0.02% | +141+2.0% | Added |
| D. E. Shaw & Co., Inc. | 7,231 | $641.8K | 0.00% | +7,231 | New |
| Ossiam | 7,187 | $637.9K | 0.01% | +2,428+51.0% | Added |
| Stonegate Investment Group, LLC | 7,007 | $621.9K | 0.01% | −703−9.1% | Reduced |
| Wolverine Asset Management LLC | 6,921 | $614.3K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 6,900 | $612.4K | 0.07% | +389+6.0% | Added |
| NorthCrest Asset Manangement, LLC | 6,986 | $612.4K | 0.01% | +26+0.4% | Added |
| Fedenia Advisers LLC | 6,817 | $605.1K | 0.24% | +442+6.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $601.1K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 6,638 | $589.2K | 0.28% | 00.0% | Unchanged |
| Sienna Gestion | 7,280 | $589.1K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,503 | $577.2K | 0.02% | +160+2.5% | Added |
| Beacon Financial Group | 6,500 | $576.9K | 0.06% | +6,500 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,421 | $569.9K | 0.00% | −44,187−87.3% | Reduced |
| Sylvest Advisors, LLC | 6,415 | $569.4K | 0.31% | −77−1.2% | Reduced |
| Perbak Capital Partners LLP | 6,247 | $554.5K | 0.10% | +3,726+147.8% | Added |
| Quadcap Wealth Management, LLC | 6,119 | $543.1K | 0.06% | +6,119 | New |
| CBOE Vest Financial, LLC | 6,009 | $533.4K | 0.01% | +1,628+37.2% | Added |
| Empowered Funds, LLC | 5,996 | $532.2K | 0.01% | +325+5.7% | Added |
| Fiduciary Trust Co | 5,989 | $531.6K | 0.01% | +192+3.3% | Added |
| CAPROCK Group, Inc. | 5,907 | $523.8K | 0.01% | +5,907 | New |
| Warren Averett Asset Management, LLC | 5,839 | $518.3K | 0.01% | +283+5.1% | Added |
| Rockefeller Capital Management L.P. | 5,796 | $514.5K | 0.00% | +5,796 | New |
| Acadian Asset Management LLC | 5,664 | $502.0K | 0.00% | +4,569+417.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,565 | $493.9K | 0.03% | −278−4.8% | Reduced |
| Salvus Wealth Management, LLC | 5,541 | $491.8K | 0.27% | +5,541 | New |
| United Capital Financial Advisers, LLC | 5,514 | $489.4K | 0.00% | −440−7.4% | Reduced |
| Essential Partners LLC | 5,444 | $483.2K | 0.16% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,336 | $473.6K | 0.01% | +5,336 | New |
| ASR Vermogensbeheer N.V. | 5,332 | $473.3K | 0.01% | −61−1.1% | Reduced |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 5,221 | $463.4K | 0.01% | +5,221 | New |
| Transcend Wealth Collective, LLC | 5,183 | $460.0K | 0.03% | −4−0.1% | Reduced |
| Camden Capital, LLC | 5,175 | $459.3K | 0.03% | +2,652+105.1% | Added |
| Quadrant Capital Group LLC | 5,128 | $455.2K | 0.01% | −4−0.1% | Reduced |
| Atomi Financial Group, Inc. | 5,059 | $449.0K | 0.01% | +867+20.7% | Added |
| Colony Group, LLC | 4,943 | $438.8K | 0.00% | −1,699−25.6% | Reduced |
| Ci Investments Inc. | 4,929 | $438.0K | 0.00% | +188+4.0% | Added |
| Mutual Advisors, LLC | 5,276 | $426.7K | 0.01% | +101+2.0% | Added |
| M&T Bank Corp | 4,788 | $424.8K | 0.00% | −1,844−27.8% | Reduced |
| Trust Co of Vermont | 4,728 | $419.7K | 0.02% | −890−15.8% | Reduced |
| Yousif Capital Management, LLC | 4,592 | $407.6K | 0.00% | −100−2.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $407.1K | 0.01% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,559 | $404.7K | 0.12% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,505 | $399.9K | 0.02% | −41−0.9% | Reduced |
| Yarbrough Capital, LLC | 4,502 | $399.6K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,410 | $391.4K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,353 | $386.4K | 0.01% | +682+18.6% | Added |
| Prudent Man Advisors, LLC | 4,341 | $385.3K | 0.14% | −3,300−43.2% | Reduced |
| Atlantic Union Bankshares Corp | 4,126 | $366.2K | 0.01% | +4,076+8,152.0% | Added |
| Nicolet Bankshares Inc | 4,063 | $360.6K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,056 | $360.0K | 0.01% | +57+1.4% | Added |
| Hilltop Holdings Inc. | 4,034 | $358.1K | 0.02% | +471+13.2% | Added |
| Global View Capital Management LLC | 4,017 | $356.5K | 0.08% | +4,017 | New |
| Motley Fool Asset Management LLC | 3,977 | $353.0K | 0.01% | +6+0.2% | Added |
| Quest Partners LLC | 3,901 | $346.3K | 0.02% | +3,602+1,204.7% | Added |
| Ironwood Investment Counsel, LLC | 3,862 | $342.8K | 0.05% | −70−1.8% | Reduced |
| Meixler Investment Management, Ltd. | 3,849 | $341.6K | 0.21% | −18−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,809 | $338.1K | 0.01% | +1,288+51.1% | Added |
| UniSuper Management Pty Ltd | 3,800 | $337.3K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,760 | $333.8K | 0.01% | +1,265+50.7% | Added |
| J.Safra Asset Management Corp | 3,750 | $332.9K | 0.02% | +130+3.6% | Added |
| Legacy Capital Group California, Inc. | 3,748 | $332.7K | 0.08% | +310+9.0% | Added |
| Krilogy Financial LLC | 3,847 | $329.9K | 0.01% | +3,847 | New |
| Hancock Whitney Corp | 3,675 | $326.2K | 0.01% | −110−2.9% | Reduced |
| Alteri Wealth LLC | 3,654 | $324.3K | 0.11% | −133−3.5% | Reduced |
| Signaturefd, LLC | 3,644 | $323.5K | 0.01% | +5+0.1% | Added |
| CIBC Private Wealth Group, LLC | 3,604 | $319.9K | 0.00% | +391+12.2% | Added |
| Requisite Capital Management, LLC | 3,602 | $319.7K | 0.05% | +3,602 | New |
| Canada Pension Plan Investment Board | 3,600 | $319.5K | 0.00% | −100−2.7% | Reduced |
| Skopos Labs, Inc. | 3,876 | $317.2K | 0.04% | +114+3.0% | Added |
| MetLife Investment Management | 3,526 | $313.0K | 0.00% | +3+0.1% | Added |
| Verition Fund Management LLC | 3,520 | $312.4K | 0.00% | +3,520 | New |
| Net Worth Advisory Group | 3,519 | $312.4K | 0.09% | −282−7.4% | Reduced |
| HB Wealth Management, LLC | 3,491 | $309.9K | 0.00% | +647+22.7% | Added |
| CWM Advisors, LLC | 3,489 | $309.7K | 0.03% | +38+1.1% | Added |
| Kera Capital Partners, Inc. | 3,465 | $307.6K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,446 | $305.9K | 0.00% | +504+17.1% | Added |
| Lighthouse Investment Partners, LLC | 3,300 | $292.9K | 0.01% | +3,300 | New |
| Aristeia Capital LLC | 3,299 | $292.8K | 0.01% | +3,299 | New |
| Lido Advisors, LLC | 3,288 | $291.9K | 0.00% | +528+19.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,280 | $291.0K | 0.00% | +3,280 | New |
| 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 |
| Wellington Management Group LLP | 3,140 | $278.7K | 0.00% | +263+9.1% | Added |
| Moneta Group Investment Advisors LLC | 3,122 | $277.1K | 0.00% | −109−3.4% | Reduced |
| Wealth Alliance | 3,088 | $274.1K | 0.03% | −205−6.2% | Reduced |
| Grant Private Wealth Management Inc | 3,054 | $271.1K | 0.17% | +3,054 | New |