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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 8,754 | $765.3K | 0.14% | +1,047+13.6% | Added |
| Los Angeles Capital Management LLC | 9,125 | $763.2K | 0.00% | −88−1.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,723 | $762.6K | 0.04% | −460−5.0% | Reduced |
| Raiffeisen Bank International AG | 8,613 | $762.3K | 0.01% | +99+1.2% | Added |
| CenterBook Partners LP | 8,715 | $761.9K | 0.04% | −4,141−32.2% | Reduced |
| Cannon Global Investment Management, LLC | 8,600 | $751.8K | 1.99% | −900−9.5% | Reduced |
| Advisor Group Holdings, Inc. | 8,627 | $751.6K | 0.00% | −10,340−54.5% | Reduced |
| Massar Capital Management, LP | 8,440 | $737.8K | 0.15% | +8,440 | New |
| Odyssean, LLC | 8,390 | $733.5K | 0.53% | +8,390 | New |
| Vestcor Inc | 8,237 | $720.0K | 0.02% | −2,245−21.4% | Reduced |
| Allianz Asset Management GmbH | 8,170 | $714.2K | 0.00% | −975−10.7% | Reduced |
| Baird Financial Group, Inc. | 8,125 | $710.3K | 0.00% | −12,925−61.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,122 | $710.0K | 0.17% | +259+3.3% | Added |
| Clearstead Advisors, LLC | 8,067 | $705.3K | 0.01% | −1,219−13.1% | Reduced |
| Merit Financial Group, LLC | 8,015 | $700.7K | 0.01% | +368+4.8% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,000 | $699.4K | 0.03% | +8,000 | New |
| Triad Wealth Partners, LLC | 7,703 | $673.4K | 0.06% | +7,703 | New |
| Denali Advisors LLC | 7,700 | $673.1K | 0.07% | +800+11.6% | Added |
| Snowden Capital Advisors LLC | 7,578 | $662.5K | 0.02% | −61−0.8% | Reduced |
| Sylvest Advisors, LLC | 7,565 | $661.3K | 0.35% | +1,150+17.9% | Added |
| Warren Averett Asset Management, LLC | 7,493 | $655.0K | 0.01% | +1,654+28.3% | Added |
| Groesbeck Investment Management Corp | 7,473 | $653.0K | 1.23% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 7,466 | $652.7K | 0.03% | −601,668−98.8% | Reduced |
| North Dakota State Investment Board | 7,446 | $650.9K | 0.02% | +7,446 | New |
| Avanza Fonder AB | 7,350 | $642.5K | 0.02% | +7,350 | New |
| CAPROCK Group, Inc. | 7,336 | $641.4K | 0.01% | +1,429+24.2% | Added |
| Alhambra Investment Partners LLC | 7,299 | $638.1K | 0.30% | −881−10.8% | Reduced |
| Regions Financial Corp | 7,187 | $628.3K | 0.00% | −424−5.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,075 | $623.9K | 0.01% | +89+1.3% | Added |
| Evolve Private Wealth, LLC | 7,096 | $620.3K | 0.04% | +7,096 | New |
| Walter & Keenan Financial Consulting Co | 7,079 | $618.8K | 0.17% | −8,006−53.1% | Reduced |
| Principal Securities, Inc. | 7,078 | $618.8K | 0.01% | −666−8.6% | Reduced |
| Callan Family Office, LLC | 7,058 | $617.0K | 0.01% | +3,816+117.7% | Added |
| Buckingham Strategic Partners | 6,928 | $605.7K | 0.01% | −3,449−33.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $592.0K | 0.01% | 00.0% | Unchanged |
| Sentinus, LLC | 6,638 | $580.3K | 0.06% | +6,638 | New |
| J.Safra Asset Management Corp | 6,592 | $576.3K | 0.03% | +2,842+75.8% | Added |
| Forum Financial Management, LP | 6,480 | $566.5K | 0.01% | +1,164+21.9% | Added |
| M&T Bank Corp | 6,404 | $560.0K | 0.00% | +1,616+33.8% | Added |
| Fedenia Advisers LLC | 6,391 | $558.7K | 0.21% | −426−6.2% | Reduced |
| Vident Advisory, LLC | 6,311 | $551.7K | 0.01% | −1,198−16.0% | Reduced |
| Fiduciary Trust Co | 6,162 | $538.7K | 0.01% | +173+2.9% | Added |
| Quadcap Wealth Management, LLC | 6,001 | $524.6K | 0.06% | −118−1.9% | Reduced |
| GAMMA Investing LLC | 5,874 | $513.5K | 0.03% | +558+10.5% | Added |
| Rockefeller Capital Management L.P. | 5,807 | $507.7K | 0.00% | +11+0.2% | Added |
| Principal Financial Group Inc | 5,760 | $503.5K | 0.00% | −2,009−25.9% | Reduced |
| Salvus Wealth Management, LLC | 5,741 | $501.9K | 0.28% | +200+3.6% | Added |
| Aristeia Capital LLC | 5,695 | $497.9K | 0.01% | +2,396+72.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,565 | $486.5K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,545 | $484.7K | 0.00% | +31+0.6% | Added |
| DRW Securities, LLC | 5,540 | $484.3K | 0.04% | +5,540 | New |
| Essential Partners LLC | 5,444 | $475.9K | 0.15% | 00.0% | Unchanged |
| Camden Capital, LLC | 5,415 | $473.4K | 0.03% | +240+4.6% | Added |
| Dynamic Technology Lab Private Ltd | 5,365 | $469.0K | 0.11% | +5,365 | New |
| E. Ohman J:or Asset Management AB | 5,316 | $464.7K | 0.01% | +5,316 | New |
| Atomi Financial Group, Inc. | 5,315 | $464.7K | 0.01% | +256+5.1% | Added |
| Andra AP-fonden | 5,300 | $463.3K | 0.01% | −195,300−97.4% | Reduced |
| Mutual Advisors, LLC | 5,284 | $461.9K | 0.01% | +8+0.2% | Added |
| ASR Vermogensbeheer N.V. | 5,269 | $460.6K | 0.01% | −63−1.2% | Reduced |
| Qtron Investments LLC | 5,129 | $448.4K | 0.06% | −3,474−40.4% | Reduced |
| Quadrant Capital Group LLC | 5,128 | $448.3K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Group | 5,076 | $443.7K | 0.04% | −1,424−21.9% | Reduced |
| Ossiam | 4,898 | $428.2K | 0.01% | −2,289−31.8% | Reduced |
| Wolverine Asset Management LLC | 4,744 | $414.7K | 0.01% | −2,177−31.5% | Reduced |
| Trust Co of Vermont | 4,728 | $413.3K | 0.02% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 4,699 | $410.8K | 0.08% | −16,379−77.7% | Reduced |
| Advisory Services Network, LLC | 4,679 | $409.1K | 0.01% | +623+15.4% | Added |
| Dynamic Advisor Solutions LLC | 4,589 | $401.1K | 0.01% | −2,659−36.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $401.0K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,507 | $394.0K | 0.01% | +154+3.5% | Added |
| Yarbrough Capital, LLC | 4,502 | $393.6K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,410 | $385.5K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,397 | $384.4K | 0.03% | −786−15.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,378 | $382.8K | 0.01% | −28,290−86.6% | Reduced |
| O'Brien Greene & Co. Inc | 4,375 | $382.5K | 0.11% | −184−4.0% | Reduced |
| Prudent Man Advisors, LLC | 4,313 | $377.0K | 0.14% | −28−0.6% | Reduced |
| Graham Capital Management, L.P. | 4,256 | $372.1K | 0.01% | +4,256 | New |
| Yousif Capital Management, LLC | 4,369 | $368.0K | 0.00% | −223−4.9% | Reduced |
| Atlantic Union Bankshares Corp | 4,148 | $362.6K | 0.01% | +22+0.5% | Added |
| EverSource Wealth Advisors, LLC | 4,135 | $361.5K | 0.01% | −370−8.2% | Reduced |
| Brinker Capital Investments, LLC | 4,109 | $359.2K | 0.00% | +4,109 | New |
| Nicolet Bankshares Inc | 4,063 | $355.2K | 0.06% | 00.0% | Unchanged |
| Global View Capital Management LLC | 4,061 | $355.0K | 0.07% | +44+1.1% | Added |
| Woodline Partners LP | 4,050 | $354.1K | 0.00% | +4,050 | New |
| Kera Capital Partners, Inc. | 4,292 | $351.5K | 0.04% | +827+23.9% | Added |
| National Bank of Canada | 4,010 | $350.1K | 0.00% | +980+32.3% | Added |
| Ci Investments Inc. | 4,000 | $349.7K | 0.00% | −929−18.8% | Reduced |
| Hancock Whitney Corp | 3,962 | $346.4K | 0.01% | +287+7.8% | Added |
| Ironwood Investment Counsel, LLC | 3,938 | $344.3K | 0.05% | +76+2.0% | Added |
| Legacy Capital Group California, Inc. | 3,920 | $342.7K | 0.08% | +172+4.6% | Added |
| HB Wealth Management, LLC | 3,895 | $340.5K | 0.00% | +404+11.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,867 | $338.0K | 0.00% | +587+17.9% | Added |
| Motley Fool Asset Management LLC | 3,866 | $338.0K | 0.01% | −111−2.8% | Reduced |
| Hilltop Holdings Inc. | 3,830 | $334.8K | 0.02% | −204−5.1% | Reduced |
| Johnson Financial Group, LLC | 3,825 | $334.4K | 0.02% | +3,825 | New |
| CIBC Private Wealth Group, LLC | 3,815 | $333.5K | 0.00% | +211+5.9% | Added |
| UniSuper Management Pty Ltd | 3,800 | $332.2K | 0.00% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 3,799 | $332.1K | 0.08% | +3,799 | New |
| Signaturefd, LLC | 3,785 | $330.9K | 0.01% | +141+3.9% | Added |
| Meixler Investment Management, Ltd. | 3,764 | $329.0K | 0.20% | −85−2.2% | Reduced |