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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 135 | $11.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 137 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 140 | $12.2K | 0.00% | −107−43.3% | Reduced |
| Fortitude Family Office, LLC | 140 | $12.2K | 0.00% | +18+14.8% | Added |
| West Branch Capital LLC | 142 | $12.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 144 | $12.6K | 0.00% | +144 | New |
| Purpose Unlimited Inc. | 154 | $13.5K | 0.00% | +154 | New |
| Tompkins Financial Corp | 155 | $13.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 162 | $14.2K | 0.00% | +162 | New |
| Colonial Trust Co | 166 | $14.5K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 194 | $14.6K | 0.00% | +194 | New |
| Frazier Financial Advisors, LLC | 179 | $15.7K | 0.01% | −60−25.1% | Reduced |
| Smithfield Trust Co | 179 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 198 | $17.3K | 0.00% | +1+0.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 205 | $17.9K | 0.00% | −80,888−99.7% | Reduced |
| Atwood & Palmer Inc | 207 | $18.1K | 0.00% | −91−30.5% | Reduced |
| Reflection Asset Management | 207 | $18.1K | 0.01% | +207 | New |
| Private Wealth Asset Management, LLC | 214 | $18.7K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 214 | $18.7K | 0.01% | +214 | New |
| Tucker Asset Management LLC | 216 | $18.9K | 0.01% | +216 | New |
| WPG Advisers, LLC | 217 | $19.0K | 0.01% | +149+219.1% | Added |
| Capital Advisors, Ltd. LLC | 212 | $19.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 219 | $19.1K | 0.00% | +219 | New |
| Highline Wealth Partners LLC | 233 | $20.4K | 0.01% | −40−14.7% | Reduced |
| Pinnacle Bancorp, Inc. | 239 | $20.9K | 0.01% | −39−14.0% | Reduced |
| Hilton Head Capital Partners, LLC | 239 | $20.9K | 0.01% | +239 | New |
| Valley National Advisers Inc | 242 | $21.0K | 0.00% | −35−12.6% | Reduced |
| Rossby Financial, LCC | 243 | $21.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 270 | $23.6K | 0.00% | +60+28.6% | Added |
| Deseret Mutual Benefit Administrators | 290 | $25.4K | 0.01% | +77+36.2% | Added |
| Havemeyer Place LP | 299 | $26.1K | 0.01% | +299 | New |
| Duncker Streett & Co Inc | 306 | $26.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 324 | $28.3K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 328 | $28.7K | 0.00% | +328 | New |
| Whittier Trust Co | 344 | $30.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 350 | $30.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 368 | $32.2K | 0.00% | +46+14.3% | Added |
| True Wealth Design, LLC | 417 | $36.5K | 0.01% | +30+7.8% | Added |
| V-Square Quantitative Management LLC | 425 | $37.2K | 0.00% | +425 | New |
| Osterweis Capital Management Inc | 478 | $41.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 481 | $42.0K | 0.00% | +329+216.4% | Added |
| Evelyn Partners Investment Management LLP | 500 | $43.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $43.7K | 0.01% | +200+66.7% | Added |
| Litman Gregory Asset Management LLC | 500 | $43.7K | 0.00% | +500 | New |
| Private Trust Co NA | 502 | $43.9K | 0.00% | +133+36.0% | Added |
| Central Trust Co | 510 | $44.6K | 0.00% | +84+19.7% | Added |
| Huntington National Bank | 524 | $45.8K | 0.00% | +113+27.5% | Added |
| GW&K Investment Management, LLC | 527 | $46.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 533 | $46.6K | 0.01% | +333+166.5% | Added |
| Bellevue Asset Management, LLC | 539 | $47.1K | 0.02% | +2+0.4% | Added |
| 1248 Management, LLC | 543 | $47.5K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 545 | $47.6K | 0.01% | −76−12.2% | Reduced |
| Quent Capital, LLC | 548 | $47.9K | 0.00% | +103+23.1% | Added |
| Root Financial Partners, LLC | 552 | $48.3K | 0.00% | +84+17.9% | Added |
| Financial Perspectives, Inc | 670 | $58.6K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 675 | $59.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 677 | $59.2K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 717 | $62.7K | 0.01% | +717 | New |
| Westpac Banking Corp | 738 | $64.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 744 | $65.0K | 0.00% | −226−23.3% | Reduced |
| Bessemer Group Inc | 750 | $67.0K | 0.00% | +34+4.7% | Added |
| Board of the Pension Protection Fund | 800 | $69.9K | 0.07% | −1,600−66.7% | Reduced |
| SageView Advisory Group, LLC | 842 | $73.7K | 0.00% | +842 | New |
| Ronald Blue Trust, Inc. | 869 | $76.0K | 0.00% | +1+0.1% | Added |
| Spire Wealth Management | 869 | $76.0K | 0.00% | +14+1.6% | Added |
| Fortis Group Advisors, LLC | 870 | $76.1K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 880 | $77.0K | 0.02% | +4+0.5% | Added |
| Johnson Financial Group, Inc. | 888 | $77.6K | 0.00% | +188+26.9% | Added |
| Cary Street Partners Financial LLC | 1,001 | $87.5K | 0.00% | +52+5.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,000 | $88.7K | 0.00% | +1,000 | New |
| Torren Management, LLC | 1,084 | $94.8K | 0.05% | +1,084 | New |
| Penserra Capital Management LLC | 1,159 | $101.0K | 0.00% | −18−1.5% | Reduced |
| Covestor Ltd | 1,193 | $104.0K | 0.05% | −52−4.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,199 | $104.8K | 0.08% | +1+0.1% | Added |
| Global X Japan Co., Ltd. | 1,266 | $110.7K | 0.01% | +440+53.3% | Added |
| Walleye Trading LLC | 1,285 | $112.3K | 0.00% | −1,322−50.7% | Reduced |
| United Community Bank | 1,285 | $112.3K | 0.04% | +155+13.7% | Added |
| Parkside Financial Bank & Trust | 1,334 | $116.6K | 0.01% | +186+16.2% | Added |
| Versant Capital Management, Inc | 1,335 | $116.7K | 0.01% | +296+28.5% | Added |
| Cohen & Steers, Inc. | 1,400 | $122.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,398 | $122.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,408 | $123.1K | 0.01% | −17−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,440 | $125.9K | 0.00% | +1+0.1% | Added |
| Harvest Fund Management Co., Ltd | 1,475 | $129.0K | 0.00% | −110−6.9% | Reduced |
| Medallion Wealth Advisors, LLC | 1,566 | $136.9K | 0.05% | +308+24.5% | Added |
| Transamerica Financial Advisors, Inc. | 1,614 | $141.1K | 0.01% | +435+36.9% | Added |
| IFP Advisors, Inc | 1,690 | $147.7K | 0.00% | −921−35.3% | Reduced |
| 1620 Investment Advisors, Inc. | 1,711 | $149.6K | 0.10% | +160+10.3% | Added |
| Ostrum Asset Management | 1,774 | $155.1K | 0.01% | −6,725−79.1% | Reduced |
| State of Wyoming | 2,029 | $177.4K | 0.02% | +1,649+433.9% | Added |
| Smartleaf Asset Management LLC | 2,040 | $180.5K | 0.01% | +342+20.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,091 | $182.8K | 0.00% | −1,355−39.3% | Reduced |
| Global Retirement Partners, LLC | 2,094 | $183.0K | 0.00% | +694+49.6% | Added |
| Tower Research Capital LLC (TRC) | 2,280 | $199.3K | 0.00% | −354−13.4% | Reduced |
| Laurel Oak Wealth Management, LLC | 2,290 | $200.2K | 0.03% | +2,290 | New |
| Sym Financial Corp | 2,325 | $203.3K | 0.02% | −22−0.9% | Reduced |
| Insigneo Advisory Services, LLC | 2,334 | $204.0K | 0.01% | −344−12.8% | Reduced |
| Allworth Financial LP | 2,352 | $205.6K | 0.00% | +40+1.7% | Added |
| Savant Capital, LLC | 2,363 | $206.6K | 0.00% | +2,363 | New |
| AlphaGrep UK Ltd | 2,398 | $209.6K | 0.07% | +2,398 | New |