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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 381 | $33.8K | 0.00% | +381 | New |
| State of Wyoming | 380 | $33.7K | 0.00% | −2,987−88.7% | Reduced |
| Nisa Investment Advisors, LLC | 378 | $33.6K | 0.00% | +88+30.3% | Added |
| Private Trust Co NA | 369 | $32.8K | 0.00% | +80+27.7% | Added |
| Hemington Wealth Management | 362 | $32.0K | 0.00% | +26+7.7% | Added |
| N.E.W. Advisory Services LLC | 350 | $31.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 344 | $30.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 324 | $28.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 322 | $28.6K | 0.00% | +90+38.8% | Added |
| Duncker Streett & Co Inc | 306 | $27.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $26.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 298 | $26.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 278 | $24.7K | 0.01% | +9+3.3% | Added |
| NBC Securities, Inc. | 274 | $24.3K | 0.00% | −19−6.5% | Reduced |
| Highline Wealth Partners LLC | 273 | $24.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 277 | $24.0K | 0.00% | −40−12.6% | Reduced |
| Massmutual Trust Co FSB | 247 | $21.9K | 0.00% | +117+90.0% | Added |
| Rossby Financial, LCC | 243 | $21.4K | 0.01% | +136+127.1% | Added |
| Frazier Financial Advisors, LLC | 239 | $21.2K | 0.01% | +1+0.4% | Added |
| Hillsdale Investment Management Inc. | 230 | $20.4K | 0.00% | −11,300−98.0% | Reduced |
| TruNorth Capital Management, LLC | 220 | $19.5K | 0.00% | +220 | New |
| Capital Advisors, Ltd. LLC | 212 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 214 | $19.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 213 | $18.9K | 0.01% | +213 | New |
| JFS Wealth Advisors, LLC | 210 | $18.6K | 0.00% | −32−13.2% | Reduced |
| Financial Avengers, Inc. | 200 | $17.8K | 0.01% | −202−50.2% | Reduced |
| Cape Investment Advisory, Inc. | 200 | $17.8K | 0.02% | +199+19,900.0% | Added |
| Measured Wealth Private Client Group, LLC | 200 | $17.8K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 197 | $17.5K | 0.00% | +29+17.3% | Added |
| Smithfield Trust Co | 179 | $16.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 166 | $14.7K | 0.00% | −17−9.3% | Reduced |
| Tompkins Financial Corp | 155 | $13.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 152 | $13.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 145 | $12.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 142 | $12.6K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 138 | $12.2K | 0.00% | +138 | New |
| CVA Family Office, LLC | 137 | $12.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 136 | $12.0K | 0.00% | +136 | New |
| TD Waterhouse Canada Inc. | 135 | $11.9K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 128 | $11.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 125 | $11.1K | 0.00% | +71+131.5% | Added |
| JPL Wealth Management, LLC | 122 | $10.8K | 0.00% | +122 | New |
| Fortitude Family Office, LLC | 122 | $10.8K | 0.00% | +9+8.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 114 | $10.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 438 | $10.1K | 0.00% | +416+1,890.9% | Added |
| IMG Wealth Management, Inc. | 104 | $9.23K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 103 | $9.14K | 0.00% | +103 | New |
| Aventura Private Wealth, LLC | 100 | $8.88K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 99 | $8.79K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 96 | $8.46K | 0.00% | −5−5.0% | Reduced |
| DAGCO, Inc. | 93 | $8.26K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 87 | $7.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $7.54K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 80 | $7.10K | 0.00% | +12+17.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 70 | $6.21K | 0.00% | +12+20.7% | Added |
| WPG Advisers, LLC | 68 | $6.04K | 0.00% | −34−33.3% | Reduced |
| Private Wealth Management Group, LLC | 68 | $6.04K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 67 | $5.95K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 63 | $5.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $5.33K | 0.00% | +12+25.0% | Added |
| Bruce G. Allen Investments, LLC | 59 | $5.24K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 58 | $5.15K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 57 | $5.06K | 0.00% | +50+714.3% | Added |
| Cloud Capital Management, LLC | 57 | $5.00K | 0.00% | +57 | New |
| AdvisorNet Financial, Inc | 54 | $4.79K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $4.66K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $4.44K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 45 | $3.99K | 0.00% | +45 | New |
| Bartlett & Co. Wealth Management LLC | 43 | $3.82K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 42 | $3.73K | 0.00% | +4+10.5% | Added |
| Sachetta, LLC | 40 | $3.55K | 0.00% | +24+150.0% | Added |
| Ameritas Advisory Services, LLC | 39 | $3.46K | 0.00% | −51−56.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 39 | $3.46K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $3.19K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 35 | $3.00K | 0.00% | +12+52.2% | Added |
| Ogorek Anthony Joseph | 40 | $3.00K | 0.00% | +28+233.3% | Added |
| Geneos Wealth Management Inc. | 33 | $2.93K | 0.00% | −169−83.7% | Reduced |
| South State Corp. | 30 | $2.66K | 0.00% | −5−14.3% | Reduced |
| HM Payson & Co | 29 | $2.58K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 29 | $2.58K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 29 | $2.58K | 0.00% | +29 | New |
| TD Capital Management LLC | 28 | $2.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $2.42K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 26 | $2.31K | 0.00% | +26 | New |
| Ransom Advisory, Ltd | 25 | $2.22K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $1.77K | 0.00% | −32−61.5% | Reduced |
| Aspect Partners, LLC | 19 | $1.69K | 0.00% | +19 | New |
| Montag A & Associates Inc | 18 | $1.60K | 0.00% | +18 | New |
| Mizuho Markets Cayman LP | 18 | $1.60K | 0.00% | +18 | New |
| Manchester Capital Management LLC | 15 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $1.24K | 0.00% | +2+16.7% | Added |
| HFM Investment Advisors, LLC | 13 | $1.15K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $1.06K | 0.00% | +7+140.0% | Added |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $888 | 0.00% | 00.0% | Unchanged |