Skip to main content

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, Q4 2025

Institutional positions in SS&C Technologies Holdings Inc as of Dec 31, 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
758
+45 vs. Q3 2025
Shares held
207.2M
+9.63M (+4.9%) vs. Q3 2025
Total value
$18.1B
+$573.4M (+3.3%) vs. Q3 2025
New holders
115
272 more added
Sold out
70
254 more reduced

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 758 institutions
Q1 2021: 487 institutionsQ2 2021: 483 institutionsQ3 2021: 507 institutionsQ4 2021: 541 institutionsQ1 2022: 565 institutionsQ2 2022: 559 institutionsQ3 2022: 537 institutionsQ4 2022: 535 institutionsQ1 2023: 534 institutionsQ2 2023: 529 institutionsQ3 2023: 531 institutionsQ4 2023: 562 institutionsQ1 2024: 573 institutionsQ2 2024: 577 institutionsQ3 2024: 664 institutionsQ4 2024: 649 institutionsQ1 2025: 718 institutionsQ2 2025: 693 institutionsQ3 2025: 722 institutionsQ4 2025: 758 institutionsQ1 2026: 721 institutionsQ2 2026: 727 institutions
Value heldQ4 2025: $18.1B
Q1 2021: $14.6BQ2 2021: $15.2BQ3 2021: $14.5BQ4 2021: $17.5BQ1 2022: $16.1BQ2 2022: $12.5BQ3 2022: $10.2BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $12.6BQ3 2023: $10.9BQ4 2023: $12.6BQ1 2024: $13.2BQ2 2024: $12.8BQ3 2024: $15.2BQ4 2024: $15.7BQ1 2025: $17.1BQ2 2025: $17.1BQ3 2025: $18.0BQ4 2025: $18.1BQ1 2026: $13.6BQ2 2026: $12.6B
Institutions holding SSNC and their total value by quarter
QuarterHoldersValue
Q2 2026727$12.6B
Q1 2026721$13.6B
Q4 2025758$18.1B
Q3 2025722$18.0B
Q2 2025693$17.1B
Q1 2025718$17.1B
Q4 2024649$15.7B
Q3 2024664$15.2B
Q2 2024577$12.8B
Q1 2024573$13.2B
Q4 2023562$12.6B
Q3 2023531$10.9B
Q2 2023529$12.6B
Q1 2023534$11.9B
Q4 2022535$10.9B
Q3 2022537$10.2B
Q2 2022559$12.5B
Q1 2022565$16.1B
Q4 2021541$17.5B
Q3 2021507$14.5B
Q2 2021483$15.2B
Q1 2021487$14.6B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q3 2025.

Institutions holding SSNC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$870.00%−822−99.9%Reduced
Activest Wealth Management1$870.00%00.0%Unchanged
Walleye Capital LLC1$870.00%+1New
Optiver Holding B.V.1$870.00%+1New
TFC Financial Management1$880.00%00.0%Unchanged
Toth Financial Advisory Corp1$880.00%+1New
High Note Wealth, LLC2$1750.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1750.00%00.0%Unchanged
NorthAvenue LLC2$1750.00%+2New
Vision Financial Markets LLC3$1770.00%00.0%Unchanged
UMA Financial Services, Inc.2$1770.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC4$3500.01%00.0%Unchanged
Principia Wealth Advisory, LLC5$4370.00%−7−58.3%Reduced
Wealth Watch Advisors, INC5$4370.00%00.0%Unchanged
Turning Point Benefit Group, Inc.5$4370.00%00.0%Unchanged
Westside Investment Management, Inc.5$4370.00%+5New
Elevated Capital Advisors, LLC5$4370.00%+5New
Winnow Wealth LLC5$4400.00%−2−28.6%Reduced
Quest 10 Wealth Builders, Inc.6$4810.00%00.0%Unchanged
Financial Consulate, Inc6$5250.00%00.0%Unchanged
Seneschal Advisors, LLC6$5250.00%00.0%Unchanged
North Star Investment Management Corp.6$5250.00%+6New
Legacy Wealth Managment, LLC7$6120.00%00.0%Unchanged
Dogwood Wealth Management LLC7$6120.00%+7New
Optima Capital LLC7$6120.00%+7New
American Capital Advisory, LLC9$7870.00%+7+350.0%Added
Zions Bancorporation, National Association9$7870.00%+9New
Signature Resources Capital Management, LLC9$7870.00%+9New
MV Capital Management, Inc.10$8750.00%00.0%Unchanged
Quaker Wealth Management, LLC10$8750.00%+2+25.0%Added
SBI Securities Co., Ltd.12$1.05K0.00%−24−66.7%Reduced
ORG Partners LLC13$1.14K0.00%+13New
1015 Capital Partners, LLC13$1.14K0.00%+13New
HFM Investment Advisors, LLC13$1.14K0.00%00.0%Unchanged
Picton Mahoney Asset Management15$1.31K0.00%00.0%Unchanged
Manchester Capital Management LLC15$1.31K0.00%00.0%Unchanged
Sachetta, LLC16$1.40K0.00%−24−60.0%Reduced
Triumph Capital Management16$1.40K0.00%+16New
Sound Income Strategies, LLC17$1.46K0.00%+17New
Cornerstone Financial Management LLC17$1.49K0.00%+17New
Aspect Partners, LLC19$1.66K0.00%00.0%Unchanged
Rakuten Securities, Inc.20$1.75K0.00%00.0%Unchanged
Hughes Financial Services, LLC22$1.92K0.00%+1+4.8%Added
CoreCap Advisors, LLC22$1.92K0.00%+13+144.4%Added
Avion Wealth23$2.00K0.00%−12−34.3%Reduced
First Horizon Corp23$2.01K0.00%+23New
Salomon & Ludwin, LLC23$2.03K0.00%−113−83.1%Reduced
Kilter Group LLC24$2.10K0.00%+24New
Ransom Advisory, Ltd25$2.19K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC26$2.27K0.00%+12+85.7%Added
South State Corp.27$2.36K0.00%−3−10.0%Reduced
Abound Wealth Management27$2.38K0.00%00.0%Unchanged
TD Capital Management LLC28$2.49K0.00%00.0%Unchanged
Cromwell Holdings LLC29$2.54K0.00%00.0%Unchanged
HM Payson & Co29$2.54K0.00%00.0%Unchanged
Sunrise Financial Services, LLC31$2.71K0.00%+31New
Geneos Wealth Management Inc.33$2.88K0.00%00.0%Unchanged
IMA Wealth, Inc.34$2.97K0.00%+34New
CBIZ Investment Advisory Services, LLC35$3.06K0.00%−7−16.7%Reduced
Independence Bank of Kentucky35$3.06K0.00%+35New
NBC Securities, Inc.36$3.15K0.00%−238−86.9%Reduced
Cornerstone Planning Group LLC40$3.39K0.00%−398−90.9%Reduced
International Assets Investment Management, LLC39$3.41K0.00%+39New
DiNuzzo Private Wealth, Inc.40$3.50K0.00%+1+2.6%Added
SJS Investment Consulting Inc.42$3.67K0.00%+22+110.0%Added
Bartlett & Co. Wealth Management LLC43$3.76K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC45$3.93K0.00%+45New
Coston, McIsaac & Partners54$4.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$4.00K0.00%00.0%Unchanged
Concord Wealth Partners50$4.37K0.00%00.0%Unchanged
Bogart Wealth, LLC54$4.72K0.00%−6−10.0%Reduced
AdvisorNet Financial, Inc54$4.72K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC58$5.07K0.00%00.0%Unchanged
Signature Equity Partners, LLC58$5.07K0.00%+58New
Bruce G. Allen Investments, LLC59$5.16K0.00%00.0%Unchanged
Elyxium Wealth, LLC60$5.25K0.00%+60New
Bare Financial Services, Inc63$5.51K0.00%00.0%Unchanged
Private Wealth Management Group, LLC68$5.95K0.00%00.0%Unchanged
Ogorek Anthony Joseph72$6.00K0.00%+32+80.0%Added
Kemnay Advisory Services Inc.72$6.29K0.00%+72New
Benson Wealth Management INC76$6.64K0.01%+76New
Ancora Advisors, LLC79$6.91K0.00%+79New
Farmers & Merchants Trust Co of Chambersburg PA78$7.00K0.00%00.0%Unchanged
Red Tortoise LLC87$7.61K0.00%00.0%Unchanged
Crewe Advisors LLC92$8.04K0.00%+35+61.4%Added
DAGCO, Inc.93$8.13K0.00%00.0%Unchanged
Key Financial Inc96$8.39K0.00%00.0%Unchanged
St Germain D J Co Inc99$8.65K0.00%00.0%Unchanged
Group One Trading, L.P.100$8.74K0.00%−3−2.9%Reduced
Aventura Private Wealth, LLC100$8.74K0.00%00.0%Unchanged
United Financial Planning Group LLC102$8.92K0.01%+102New
IMG Wealth Management, Inc.104$9.09K0.01%00.0%Unchanged
First Pacific Financial104$9.09K0.00%+24+30.0%Added
Basepoint Wealth LLC106$9.34K0.01%+106New
Pinnacle Wealth Planning Services, Inc.111$9.70K0.00%+111New
Bravera Wealth111$9.70K0.00%+111New
Bell Investment Advisors, Inc112$9.79K0.00%+27+31.8%Added
Park Place Capital Corp124$10.8K0.00%+57+85.1%Added
Brown Brothers Harriman & Co126$11.0K0.00%+56+80.0%Added
Global Trust Asset Management, LLC128$11.2K0.00%00.0%Unchanged