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 |
|---|---|---|---|---|---|
| West Michigan Advisors, LLC | 2,408 | $210.5K | 0.05% | −10−0.4% | Reduced |
| Old National Bancorp | 2,422 | $211.7K | 0.00% | +13+0.5% | Added |
| New World Advisors LLC | 2,443 | $213.6K | 0.04% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,492 | $217.9K | 0.08% | 00.0% | Unchanged |
| Investor AB | 2,500 | $218.6K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,505 | $219.0K | 0.00% | +10+0.4% | Added |
| Vaughan David Investments LLC | 2,514 | $220.0K | 0.00% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,543 | $222.3K | 0.04% | +2,543 | New |
| Klein Pavlis & Peasley Financial, Inc. | 2,552 | $223.1K | 0.13% | −43−1.7% | Reduced |
| MAI Capital Management | 2,566 | $224.3K | 0.00% | −120−4.5% | Reduced |
| Motco | 2,581 | $225.6K | 0.02% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,600 | $227.3K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,617 | $228.8K | 0.01% | +2,617 | New |
| Wedbush Securities Inc | 2,634 | $230.0K | 0.01% | +2,634 | New |
| Tranquility Partners, LLC | 2,633 | $230.2K | 0.08% | −85−3.1% | Reduced |
| Guyasuta Investment Advisors Inc | 2,642 | $231.0K | 0.01% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,643 | $231.1K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,616 | $231.3K | 0.01% | −173−6.2% | Reduced |
| Cambient Family Office, LLC | 2,647 | $231.4K | 0.03% | +2,647 | New |
| MeadowBrook Investment Advisors LLC | 2,670 | $233.4K | 0.20% | 00.0% | Unchanged |
| Leo Wealth, LLC | 2,670 | $233.4K | 0.02% | +2,670 | New |
| Prudential PLC | 2,692 | $235.3K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,698 | $235.9K | 0.00% | +2,698 | New |
| Two Sigma Advisers, LP | 2,700 | $236.0K | 0.00% | −97,800−97.3% | Reduced |
| Abel Hall, LLC | 2,700 | $236.0K | 0.06% | +2,700 | New |
| Copeland Capital Management, LLC | 2,719 | $237.7K | 0.01% | 00.0% | Unchanged |
| Saiph Capital, LLC | 2,731 | $238.7K | 0.09% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,746 | $240.1K | 0.05% | +2,746 | New |
| Perbak Capital Partners LLP | 2,798 | $244.6K | 0.07% | −3,449−55.2% | Reduced |
| Claret Asset Management Corp | 2,798 | $245.0K | 0.03% | −6−0.2% | Reduced |
| Boston Family Office LLC | 2,840 | $248.0K | 0.02% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,869 | $250.8K | 1.59% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 2,882 | $251.9K | 0.05% | −136−4.5% | Reduced |
| Everhart Financial Group, Inc. | 2,889 | $252.6K | 0.02% | +2,889 | New |
| Vise Technologies, Inc. | 2,910 | $254.4K | 0.00% | +2,910 | New |
| Farther Finance Advisors, LLC | 2,938 | $256.8K | 0.00% | +543+22.7% | Added |
| Nisa Investment Advisors, LLC | 2,945 | $257.5K | 0.00% | +2,567+679.1% | Added |
| Moneta Group Investment Advisors LLC | 3,001 | $262.3K | 0.00% | −121−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,009 | $263.0K | 0.00% | −10,830−78.3% | Reduced |
| FourThought Financial Partners, LLC | 3,029 | $264.8K | 0.02% | +192+6.8% | Added |
| Grant Private Wealth Management Inc | 3,054 | $267.0K | 0.16% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 3,055 | $267.1K | 0.09% | +3,055 | New |
| Siemens Fonds Invest GmbH | 3,047 | $269.7K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,114 | $272.2K | 0.00% | +3,114 | New |
| BTG Pactual Asset Management US LLC | 3,219 | $281.4K | 0.03% | +3,219 | New |
| OpenArc Corporate Advisory, LLC | 3,256 | $284.6K | 0.00% | +3,256 | New |
| TCW Group Inc | 3,389 | $296.3K | 0.00% | +3,389 | New |
| MetLife Investment Management | 3,424 | $299.3K | 0.00% | −102−2.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,484 | $304.6K | 0.08% | +559+19.1% | Added |
| Canada Pension Plan Investment Board | 3,500 | $306.0K | 0.00% | −100−2.8% | Reduced |
| Lido Advisors, LLC | 3,475 | $308.3K | 0.00% | +187+5.7% | Added |
| Net Worth Advisory Group | 3,527 | $308.3K | 0.06% | +8+0.2% | Added |
| BCS Private Wealth Management, Inc. | 3,555 | $310.8K | 0.11% | +3,555 | New |
| Ascent Group, LLC | 3,560 | $311.2K | 0.01% | −200−5.3% | Reduced |
| Aaron Wealth Advisors | 3,562 | $311.4K | 0.02% | +3,562 | New |
| Alteri Wealth LLC | 3,584 | $313.3K | 0.10% | −70−1.9% | Reduced |
| Krilogy Financial LLC | 3,730 | $319.7K | 0.01% | −117−3.0% | Reduced |
| McIlrath & Eck, LLC | 3,716 | $324.9K | 0.03% | +3,040+449.7% | Added |
| Meixler Investment Management, Ltd. | 3,764 | $329.0K | 0.20% | −85−2.2% | Reduced |
| Signaturefd, LLC | 3,785 | $330.9K | 0.01% | +141+3.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,799 | $332.1K | 0.08% | +3,799 | New |
| UniSuper Management Pty Ltd | 3,800 | $332.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,815 | $333.5K | 0.00% | +211+5.9% | Added |
| Johnson Financial Group, LLC | 3,825 | $334.4K | 0.02% | +3,825 | New |
| Hilltop Holdings Inc. | 3,830 | $334.8K | 0.02% | −204−5.1% | Reduced |
| Motley Fool Asset Management LLC | 3,866 | $338.0K | 0.01% | −111−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,867 | $338.0K | 0.00% | +587+17.9% | Added |
| HB Wealth Management, LLC | 3,895 | $340.5K | 0.00% | +404+11.6% | Added |
| Legacy Capital Group California, Inc. | 3,920 | $342.7K | 0.08% | +172+4.6% | Added |
| Ironwood Investment Counsel, LLC | 3,938 | $344.3K | 0.05% | +76+2.0% | Added |
| Hancock Whitney Corp | 3,962 | $346.4K | 0.01% | +287+7.8% | Added |
| Ci Investments Inc. | 4,000 | $349.7K | 0.00% | −929−18.8% | Reduced |
| National Bank of Canada | 4,010 | $350.1K | 0.00% | +980+32.3% | Added |
| Kera Capital Partners, Inc. | 4,292 | $351.5K | 0.04% | +827+23.9% | Added |
| Woodline Partners LP | 4,050 | $354.1K | 0.00% | +4,050 | New |
| Global View Capital Management LLC | 4,061 | $355.0K | 0.07% | +44+1.1% | Added |
| Nicolet Bankshares Inc | 4,063 | $355.2K | 0.06% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,109 | $359.2K | 0.00% | +4,109 | New |
| EverSource Wealth Advisors, LLC | 4,135 | $361.5K | 0.01% | −370−8.2% | Reduced |
| Atlantic Union Bankshares Corp | 4,148 | $362.6K | 0.01% | +22+0.5% | Added |
| Yousif Capital Management, LLC | 4,369 | $368.0K | 0.00% | −223−4.9% | Reduced |
| Graham Capital Management, L.P. | 4,256 | $372.1K | 0.01% | +4,256 | New |
| Prudent Man Advisors, LLC | 4,313 | $377.0K | 0.14% | −28−0.6% | Reduced |
| O'Brien Greene & Co. Inc | 4,375 | $382.5K | 0.11% | −184−4.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,378 | $382.8K | 0.01% | −28,290−86.6% | Reduced |
| Transcend Wealth Collective, LLC | 4,397 | $384.4K | 0.03% | −786−15.2% | Reduced |
| Evercore Wealth Management, LLC | 4,410 | $385.5K | 0.01% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 4,502 | $393.6K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,507 | $394.0K | 0.01% | +154+3.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $401.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,589 | $401.1K | 0.01% | −2,659−36.7% | Reduced |
| Advisory Services Network, LLC | 4,679 | $409.1K | 0.01% | +623+15.4% | Added |
| Jackson Square Capital, LLC | 4,699 | $410.8K | 0.08% | −16,379−77.7% | Reduced |
| Trust Co of Vermont | 4,728 | $413.3K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,744 | $414.7K | 0.01% | −2,177−31.5% | Reduced |
| Ossiam | 4,898 | $428.2K | 0.01% | −2,289−31.8% | Reduced |
| Beacon Financial Group | 5,076 | $443.7K | 0.04% | −1,424−21.9% | Reduced |
| Quadrant Capital Group LLC | 5,128 | $448.3K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,129 | $448.4K | 0.06% | −3,474−40.4% | Reduced |
| ASR Vermogensbeheer N.V. | 5,269 | $460.6K | 0.01% | −63−1.2% | Reduced |