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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 3,047 | $270.5K | 0.01% | −30−1.0% | Reduced |
| National Bank of Canada | 3,030 | $268.9K | 0.00% | +329+12.2% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,018 | $267.9K | 0.06% | +19+0.6% | Added |
| Voleon Capital Management LP | 3,005 | $266.7K | 0.01% | +3,005 | New |
| Abn Amro Investment Solutions | 2,970 | $263.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,925 | $259.6K | 0.11% | +1,176+67.2% | Added |
| Man Group plc | 2,912 | $258.5K | 0.00% | −17,399−85.7% | Reduced |
| Longboard Asset Management, LP | 2,869 | $254.7K | 0.41% | +2,869 | New |
| Boston Family Office LLC | 2,840 | $252.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,837 | $251.8K | 0.02% | −138−4.6% | Reduced |
| Claret Asset Management Corp | 2,804 | $249.0K | 0.03% | −39−1.4% | Reduced |
| Brevan Howard Capital Management LP | 2,759 | $244.9K | 0.00% | −8,906−76.3% | Reduced |
| Wedmont Private Capital | 2,789 | $244.5K | 0.01% | +151+5.7% | Added |
| Saiph Capital, LLC | 2,731 | $242.4K | 0.09% | 00.0% | Unchanged |
| Martingale Asset Management L P | 2,729 | $242.2K | 0.01% | −5,300−66.0% | Reduced |
| Copeland Capital Management, LLC | 2,719 | $241.3K | 0.01% | +15+0.6% | Added |
| Tranquility Partners, LLC | 2,718 | $241.3K | 0.08% | +2,718 | New |
| New York Life Investment Management LLC | 2,704 | $240.0K | 0.00% | −783−22.5% | Reduced |
| Prudential PLC | 2,692 | $238.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,686 | $238.4K | 0.00% | +1,172+77.4% | Added |
| Insigneo Advisory Services, LLC | 2,678 | $237.7K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,670 | $237.0K | 0.20% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,643 | $234.6K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,642 | $234.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,634 | $233.8K | 0.01% | −164−5.9% | Reduced |
| IFP Advisors, Inc | 2,611 | $231.8K | 0.01% | −764−22.6% | Reduced |
| Walleye Trading LLC | 2,607 | $231.4K | 0.00% | +2,607 | New |
| Sky Investment Group LLC | 2,600 | $230.8K | 0.04% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 2,595 | $230.3K | 0.14% | −6−0.2% | Reduced |
| Motco | 2,581 | $229.1K | 0.02% | +1,226+90.5% | Added |
| Gries Financial LLC | 2,574 | $228.5K | 0.04% | −26−1.0% | Reduced |
| Caxton Associates LLP | 2,564 | $227.6K | 0.01% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 2,514 | $223.0K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,501 | $222.0K | 0.01% | −163−6.1% | Reduced |
| Investor AB | 2,500 | $221.9K | 0.00% | +2,500 | New |
| Resources Investment Advisors, LLC. | 2,495 | $221.5K | 0.00% | −92−3.6% | Reduced |
| Riverwater Partners LLC | 2,492 | $221.2K | 0.09% | 00.0% | Unchanged |
| 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 |
| Canada Post Corp Registered Pension Plan | 2,493 | $219.7K | 0.01% | +2,493 | New |
| New World Advisors LLC | 2,443 | $216.8K | 0.04% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 2,426 | $215.3K | 0.04% | +2,426 | New |
| West Michigan Advisors, LLC | 2,418 | $214.6K | 0.05% | −27−1.1% | Reduced |
| Old National Bancorp | 2,409 | $213.8K | 0.00% | −1,564−39.4% | Reduced |
| Board of the Pension Protection Fund | 2,400 | $213.0K | 0.21% | −14,700−86.0% | Reduced |
| Farther Finance Advisors, LLC | 2,395 | $212.6K | 0.00% | +705+41.7% | Added |
| Sound View Wealth Advisors Group, LLC | 2,373 | $210.6K | 0.01% | −129−5.2% | Reduced |
| Pitcairn Co | 2,363 | $209.7K | 0.02% | −498−17.4% | Reduced |
| 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 |
| Sym Financial Corp | 2,347 | $208.3K | 0.02% | +2,347 | New |
| Allworth Financial LP | 2,312 | $205.2K | 0.00% | +150+6.9% | Added |
| Founders Financial Alliance, LLC | 2,309 | $204.9K | 0.04% | +2,309 | New |
| Sage Mountain Advisors LLC | 2,283 | $202.6K | 0.01% | +2,283 | New |
| Natixis | 2,069 | $183.6K | 0.00% | +2,069 | New |
| Tortoise Investment Management, LLC | 2,019 | $179.2K | 0.02% | +10+0.5% | Added |
| Smartleaf Asset Management LLC | 1,698 | $149.6K | 0.01% | +411+31.9% | Added |
| Harvest Fund Management Co., Ltd | 1,585 | $141.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,551 | $137.7K | 0.09% | +4+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,439 | $127.7K | 0.00% | +447+45.1% | Added |
| Sunbelt Securities, Inc. | 1,425 | $126.4K | 0.01% | +1,425 | New |
| Global Retirement Partners, LLC | 1,400 | $124.3K | 0.00% | −244−14.8% | Reduced |
| Anchor Investment Management, LLC | 1,398 | $124.1K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,400 | $124.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,258 | $111.7K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,245 | $111.0K | 0.06% | +1,038+501.4% | Added |
| Murphy & Mullick Capital Management Corp | 1,198 | $106.3K | 0.08% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,179 | $104.6K | 0.01% | +275+30.4% | Added |
| Penserra Capital Management LLC | 1,177 | $104.0K | 0.00% | +13+1.1% | Added |
| Parkside Financial Bank & Trust | 1,148 | $101.9K | 0.01% | −195−14.5% | Reduced |
| United Community Bank | 1,130 | $100.3K | 0.03% | +1,130 | New |
| Hilltop National Bank | 1,093 | $97.0K | 0.02% | −314−22.3% | Reduced |
| Versant Capital Management, Inc | 1,039 | $92.2K | 0.01% | +71+7.3% | Added |
| Larson Financial Group LLC | 970 | $86.1K | 0.00% | −4−0.4% | Reduced |
| Cary Street Partners Financial LLC | 949 | $84.3K | 0.00% | −1,520−61.6% | Reduced |
| Rialto Wealth Management, LLC | 876 | $77.7K | 0.02% | +7+0.8% | Added |
| Fortis Group Advisors, LLC | 870 | $77.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 868 | $77.0K | 0.00% | +1+0.1% | Added |
| Spire Wealth Management | 855 | $75.9K | 0.00% | +426+99.3% | Added |
| Global X Japan Co., Ltd. | 826 | $73.3K | 0.01% | +27+3.4% | Added |
| Clear Street Markets LLC | 823 | $73.0K | 0.02% | +823 | New |
| Westpac Banking Corp | 738 | $65.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 716 | $64.0K | 0.00% | +149+26.3% | Added |
| Johnson Financial Group, Inc. | 700 | $62.1K | 0.00% | +700 | New |
| JNBA Financial Advisors | 677 | $60.1K | 0.01% | +677 | New |
| McIlrath & Eck, LLC | 676 | $60.0K | 0.01% | +676 | New |
| Strengthening Families & Communities, LLC | 675 | $59.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 670 | $59.5K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 625 | $55.5K | 0.00% | +261+71.7% | Added |
| Central Pacific Bank - Trust Division | 621 | $55.1K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 543 | $48.2K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 537 | $47.7K | 0.02% | +1+0.2% | Added |
| GW&K Investment Management, LLC | 527 | $47.0K | 0.00% | −84,019−99.4% | Reduced |
| Evelyn Partners Investment Management LLP | 500 | $44.4K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 478 | $42.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 468 | $41.5K | 0.00% | +468 | New |
| Quent Capital, LLC | 445 | $39.5K | 0.00% | +445 | New |
| Central Trust Co | 426 | $37.8K | 0.00% | −427−50.1% | Reduced |
| Huntington National Bank | 411 | $36.5K | 0.00% | −129−23.9% | Reduced |
| True Wealth Design, LLC | 387 | $34.4K | 0.01% | +5+1.3% | Added |