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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 3,716 | $324.9K | 0.03% | +3,040+449.7% | Added |
| Krilogy Financial LLC | 3,730 | $319.7K | 0.01% | −117−3.0% | Reduced |
| Alteri Wealth LLC | 3,584 | $313.3K | 0.10% | −70−1.9% | Reduced |
| Aaron Wealth Advisors | 3,562 | $311.4K | 0.02% | +3,562 | New |
| Ascent Group, LLC | 3,560 | $311.2K | 0.01% | −200−5.3% | Reduced |
| BCS Private Wealth Management, Inc. | 3,555 | $310.8K | 0.11% | +3,555 | New |
| Net Worth Advisory Group | 3,527 | $308.3K | 0.06% | +8+0.2% | Added |
| Lido Advisors, LLC | 3,475 | $308.3K | 0.00% | +187+5.7% | Added |
| Canada Pension Plan Investment Board | 3,500 | $306.0K | 0.00% | −100−2.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,484 | $304.6K | 0.08% | +559+19.1% | Added |
| MetLife Investment Management | 3,424 | $299.3K | 0.00% | −102−2.9% | Reduced |
| TCW Group Inc | 3,389 | $296.3K | 0.00% | +3,389 | New |
| OpenArc Corporate Advisory, LLC | 3,256 | $284.6K | 0.00% | +3,256 | New |
| BTG Pactual Asset Management US LLC | 3,219 | $281.4K | 0.03% | +3,219 | New |
| Concurrent Investment Advisors, LLC | 3,114 | $272.2K | 0.00% | +3,114 | New |
| Siemens Fonds Invest GmbH | 3,047 | $269.7K | 0.01% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 3,055 | $267.1K | 0.09% | +3,055 | New |
| Grant Private Wealth Management Inc | 3,054 | $267.0K | 0.16% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,029 | $264.8K | 0.02% | +192+6.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,009 | $263.0K | 0.00% | −10,830−78.3% | Reduced |
| Moneta Group Investment Advisors LLC | 3,001 | $262.3K | 0.00% | −121−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,945 | $257.5K | 0.00% | +2,567+679.1% | Added |
| Farther Finance Advisors, LLC | 2,938 | $256.8K | 0.00% | +543+22.7% | Added |
| Vise Technologies, Inc. | 2,910 | $254.4K | 0.00% | +2,910 | New |
| Everhart Financial Group, Inc. | 2,889 | $252.6K | 0.02% | +2,889 | New |
| Allegiance Financial Group Advisory Services LLC | 2,882 | $251.9K | 0.05% | −136−4.5% | Reduced |
| Longboard Asset Management, LP | 2,869 | $250.8K | 1.59% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,840 | $248.0K | 0.02% | 00.0% | Unchanged |
| Claret Asset Management Corp | 2,798 | $245.0K | 0.03% | −6−0.2% | Reduced |
| Perbak Capital Partners LLP | 2,798 | $244.6K | 0.07% | −3,449−55.2% | Reduced |
| CM Wealth Advisors LLC | 2,746 | $240.1K | 0.05% | +2,746 | New |
| Saiph Capital, LLC | 2,731 | $238.7K | 0.09% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,719 | $237.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Crossmark Global Holdings, Inc. | 2,698 | $235.9K | 0.00% | +2,698 | New |
| Prudential PLC | 2,692 | $235.3K | 0.00% | 00.0% | Unchanged |
| Leo Wealth, LLC | 2,670 | $233.4K | 0.02% | +2,670 | New |
| MeadowBrook Investment Advisors LLC | 2,670 | $233.4K | 0.20% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 2,647 | $231.4K | 0.03% | +2,647 | New |
| Wedmont Private Capital | 2,616 | $231.3K | 0.01% | −173−6.2% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,643 | $231.1K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,642 | $231.0K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,633 | $230.2K | 0.08% | −85−3.1% | Reduced |
| Wedbush Securities Inc | 2,634 | $230.0K | 0.01% | +2,634 | New |
| Campbell & CO Investment Adviser LLC | 2,617 | $228.8K | 0.01% | +2,617 | New |
| Sky Investment Group LLC | 2,600 | $227.3K | 0.04% | 00.0% | Unchanged |
| Motco | 2,581 | $225.6K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 2,566 | $224.3K | 0.00% | −120−4.5% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 2,552 | $223.1K | 0.13% | −43−1.7% | Reduced |
| Delta Investment Management, LLC | 2,543 | $222.3K | 0.04% | +2,543 | New |
| Vaughan David Investments LLC | 2,514 | $220.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,505 | $219.0K | 0.00% | +10+0.4% | Added |
| Investor AB | 2,500 | $218.6K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,492 | $217.9K | 0.08% | 00.0% | Unchanged |
| New World Advisors LLC | 2,443 | $213.6K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 2,422 | $211.7K | 0.00% | +13+0.5% | Added |
| West Michigan Advisors, LLC | 2,408 | $210.5K | 0.05% | −10−0.4% | Reduced |
| AlphaGrep UK Ltd | 2,398 | $209.6K | 0.07% | +2,398 | New |
| Savant Capital, LLC | 2,363 | $206.6K | 0.00% | +2,363 | New |
| Allworth Financial LP | 2,352 | $205.6K | 0.00% | +40+1.7% | Added |
| Insigneo Advisory Services, LLC | 2,334 | $204.0K | 0.01% | −344−12.8% | Reduced |
| Sym Financial Corp | 2,325 | $203.3K | 0.02% | −22−0.9% | Reduced |
| Laurel Oak Wealth Management, LLC | 2,290 | $200.2K | 0.03% | +2,290 | New |
| Tower Research Capital LLC (TRC) | 2,280 | $199.3K | 0.00% | −354−13.4% | Reduced |
| Global Retirement Partners, LLC | 2,094 | $183.0K | 0.00% | +694+49.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,091 | $182.8K | 0.00% | −1,355−39.3% | Reduced |
| Smartleaf Asset Management LLC | 2,040 | $180.5K | 0.01% | +342+20.1% | Added |
| State of Wyoming | 2,029 | $177.4K | 0.02% | +1,649+433.9% | Added |
| Ostrum Asset Management | 1,774 | $155.1K | 0.01% | −6,725−79.1% | Reduced |
| 1620 Investment Advisors, Inc. | 1,711 | $149.6K | 0.10% | +160+10.3% | Added |
| IFP Advisors, Inc | 1,690 | $147.7K | 0.00% | −921−35.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,614 | $141.1K | 0.01% | +435+36.9% | Added |
| Medallion Wealth Advisors, LLC | 1,566 | $136.9K | 0.05% | +308+24.5% | Added |
| Harvest Fund Management Co., Ltd | 1,475 | $129.0K | 0.00% | −110−6.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,440 | $125.9K | 0.00% | +1+0.1% | Added |
| Sunbelt Securities, Inc. | 1,408 | $123.1K | 0.01% | −17−1.2% | Reduced |
| Anchor Investment Management, LLC | 1,398 | $122.2K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,400 | $122.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,335 | $116.7K | 0.01% | +296+28.5% | Added |
| Parkside Financial Bank & Trust | 1,334 | $116.6K | 0.01% | +186+16.2% | 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 |
| Global X Japan Co., Ltd. | 1,266 | $110.7K | 0.01% | +440+53.3% | Added |
| Murphy & Mullick Capital Management Corp | 1,199 | $104.8K | 0.08% | +1+0.1% | Added |
| Covestor Ltd | 1,193 | $104.0K | 0.05% | −52−4.2% | Reduced |
| Penserra Capital Management LLC | 1,159 | $101.0K | 0.00% | −18−1.5% | Reduced |
| Torren Management, LLC | 1,084 | $94.8K | 0.05% | +1,084 | New |
| Whittier Trust Co of Nevada Inc | 1,000 | $88.7K | 0.00% | +1,000 | New |
| Cary Street Partners Financial LLC | 1,001 | $87.5K | 0.00% | +52+5.5% | Added |
| Johnson Financial Group, Inc. | 888 | $77.6K | 0.00% | +188+26.9% | Added |
| Rialto Wealth Management, LLC | 880 | $77.0K | 0.02% | +4+0.5% | Added |
| Fortis Group Advisors, LLC | 870 | $76.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| SageView Advisory Group, LLC | 842 | $73.7K | 0.00% | +842 | New |
| Board of the Pension Protection Fund | 800 | $69.9K | 0.07% | −1,600−66.7% | Reduced |
| Bessemer Group Inc | 750 | $67.0K | 0.00% | +34+4.7% | Added |
| Larson Financial Group LLC | 744 | $65.0K | 0.00% | −226−23.3% | Reduced |
| Westpac Banking Corp | 738 | $64.5K | 0.00% | 00.0% | Unchanged |