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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
Wealth Enhancement Trust Services, Inc.717$62.7K0.01%+717New
JNBA Financial Advisors677$59.2K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC675$59.0K0.02%00.0%Unchanged
Financial Perspectives, Inc670$58.6K0.02%00.0%Unchanged
Root Financial Partners, LLC552$48.3K0.00%+84+17.9%Added
Quent Capital, LLC548$47.9K0.00%+103+23.1%Added
Central Pacific Bank - Trust Division545$47.6K0.01%−76−12.2%Reduced
1248 Management, LLC543$47.5K0.03%00.0%Unchanged
Bellevue Asset Management, LLC539$47.1K0.02%+2+0.4%Added
Cape Investment Advisory, Inc.533$46.6K0.01%+333+166.5%Added
GW&K Investment Management, LLC527$46.0K0.00%00.0%Unchanged
Huntington National Bank524$45.8K0.00%+113+27.5%Added
Central Trust Co510$44.6K0.00%+84+19.7%Added
Private Trust Co NA502$43.9K0.00%+133+36.0%Added
Evelyn Partners Investment Management LLP500$43.7K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA500$43.7K0.01%+200+66.7%Added
Litman Gregory Asset Management LLC500$43.7K0.00%+500New
Fifth Third Bancorp481$42.0K0.00%+329+216.4%Added
Osterweis Capital Management Inc478$41.8K0.00%00.0%Unchanged
V-Square Quantitative Management LLC425$37.2K0.00%+425New
True Wealth Design, LLC417$36.5K0.01%+30+7.8%Added
Umb Bank N A368$32.2K0.00%+46+14.3%Added
N.E.W. Advisory Services LLC350$30.6K0.00%00.0%Unchanged
Whittier Trust Co344$30.5K0.00%00.0%Unchanged
EFG International AG328$28.7K0.00%+328New
Caldwell Trust Co324$28.3K0.00%00.0%Unchanged
Duncker Streett & Co Inc306$26.8K0.00%00.0%Unchanged
Havemeyer Place LP299$26.1K0.01%+299New
Deseret Mutual Benefit Administrators290$25.4K0.01%+77+36.2%Added
JFS Wealth Advisors, LLC270$23.6K0.00%+60+28.6%Added
Rossby Financial, LCC243$21.2K0.01%00.0%Unchanged
Valley National Advisers Inc242$21.0K0.00%−35−12.6%Reduced
Pinnacle Bancorp, Inc.239$20.9K0.01%−39−14.0%Reduced
Hilton Head Capital Partners, LLC239$20.9K0.01%+239New
Highline Wealth Partners LLC233$20.4K0.01%−40−14.7%Reduced
Basecamp Wealth Advisors LLC219$19.1K0.00%+219New
Capital Advisors, Ltd. LLC212$19.0K0.00%00.0%Unchanged
WPG Advisers, LLC217$19.0K0.01%+149+219.1%Added
Tucker Asset Management LLC216$18.9K0.01%+216New
Private Wealth Asset Management, LLC214$18.7K0.00%00.0%Unchanged
Entrust Financial LLC214$18.7K0.01%+214New
Atwood & Palmer Inc207$18.1K0.00%−91−30.5%Reduced
Reflection Asset Management207$18.1K0.01%+207New
Vaughan Nelson Investment Management, L.P.205$17.9K0.00%−80,888−99.7%Reduced
Harbour Investments, Inc.198$17.3K0.00%+1+0.5%Added
Smithfield Trust Co179$16.0K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC179$15.7K0.01%−60−25.1%Reduced
Fideuram Asset Management (Ireland) dac194$14.6K0.00%+194New
Colonial Trust Co166$14.5K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.162$14.2K0.00%+162New
Tompkins Financial Corp155$13.6K0.00%00.0%Unchanged
Purpose Unlimited Inc.154$13.5K0.00%+154New
Keating Financial Advisory Services, Inc.144$12.6K0.00%+144New
West Branch Capital LLC142$12.4K0.00%00.0%Unchanged
Massmutual Trust Co FSB140$12.2K0.00%−107−43.3%Reduced
Fortitude Family Office, LLC140$12.2K0.00%+18+14.8%Added
CVA Family Office, LLC137$12.0K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.135$11.8K0.00%00.0%Unchanged
Global Trust Asset Management, LLC128$11.2K0.00%00.0%Unchanged
Brown Brothers Harriman & Co126$11.0K0.00%+56+80.0%Added
Park Place Capital Corp124$10.8K0.00%+57+85.1%Added
Bell Investment Advisors, Inc112$9.79K0.00%+27+31.8%Added
Pinnacle Wealth Planning Services, Inc.111$9.70K0.00%+111New
Bravera Wealth111$9.70K0.00%+111New
Basepoint Wealth LLC106$9.34K0.01%+106New
IMG Wealth Management, Inc.104$9.09K0.01%00.0%Unchanged
First Pacific Financial104$9.09K0.00%+24+30.0%Added
United Financial Planning Group LLC102$8.92K0.01%+102New
Group One Trading, L.P.100$8.74K0.00%−3−2.9%Reduced
Aventura Private Wealth, LLC100$8.74K0.00%00.0%Unchanged
St Germain D J Co Inc99$8.65K0.00%00.0%Unchanged
Key Financial Inc96$8.39K0.00%00.0%Unchanged
DAGCO, Inc.93$8.13K0.00%00.0%Unchanged
Crewe Advisors LLC92$8.04K0.00%+35+61.4%Added
Red Tortoise LLC87$7.61K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA78$7.00K0.00%00.0%Unchanged
Ancora Advisors, LLC79$6.91K0.00%+79New
Benson Wealth Management INC76$6.64K0.01%+76New
Kemnay Advisory Services Inc.72$6.29K0.00%+72New
Ogorek Anthony Joseph72$6.00K0.00%+32+80.0%Added
Private Wealth Management Group, LLC68$5.95K0.00%00.0%Unchanged
Bare Financial Services, Inc63$5.51K0.00%00.0%Unchanged
Elyxium Wealth, LLC60$5.25K0.00%+60New
Bruce G. Allen Investments, LLC59$5.16K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC58$5.07K0.00%00.0%Unchanged
Signature Equity Partners, LLC58$5.07K0.00%+58New
Bogart Wealth, LLC54$4.72K0.00%−6−10.0%Reduced
AdvisorNet Financial, Inc54$4.72K0.00%00.0%Unchanged
Concord Wealth Partners50$4.37K0.00%00.0%Unchanged
Coston, McIsaac & Partners54$4.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$4.00K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC45$3.93K0.00%+45New
Bartlett & Co. Wealth Management LLC43$3.76K0.00%00.0%Unchanged
SJS Investment Consulting Inc.42$3.67K0.00%+22+110.0%Added
DiNuzzo Private Wealth, Inc.40$3.50K0.00%+1+2.6%Added
International Assets Investment Management, LLC39$3.41K0.00%+39New
Cornerstone Planning Group LLC40$3.39K0.00%−398−90.9%Reduced
NBC Securities, Inc.36$3.15K0.00%−238−86.9%Reduced
CBIZ Investment Advisory Services, LLC35$3.06K0.00%−7−16.7%Reduced
Independence Bank of Kentucky35$3.06K0.00%+35New