Institutional Ownership Ss&C Technologies Holdings Inc (SSNC)
This table provides information about the institutional ownership of Ss&C Technologies Holdings Inc (SSNC). We have compiled data on the 758 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
3,620
shares
|
$311,609
0.02% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,600
shares
|
$309,888
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,563
shares
|
$306,703
0.02% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
3,523
shares
|
$303,259
0.0% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,521
shares
|
$303,087
0.01% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
3,490
shares
|
$300,419
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
3,487
shares
|
$300,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
3,465
shares
|
$298,267
0.06% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
3,451
shares
|
$297,062
0.03% of portfolio
|
Q2 2025
Reduced 91.34%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
3,438
shares
|
$295,943
0.08% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,375
shares
|
$290,520
0.01% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
3,367
shares
|
$289,831
0.04% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,349
shares
|
$288,281
0.01% of portfolio
|
Q2 2025
Reduced 47.03%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
3,293
shares
|
$283,461
0.03% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,231
shares
|
$278,124
0.0% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
3,112
shares
|
$267,880
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
3,107
shares
|
$267,450
0.0% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
3,080
shares
|
$265,126
0.11% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
3,077
shares
|
$264,868
0.02% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
3,052
shares
|
$262,716
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
2,999
shares
|
$258,153
0.07% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
2,975
shares
|
$256,088
0.02% of portfolio
|
Q2 2025
Reduced 89.53%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
2,970
shares
|
$255,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,942
shares
|
$253,247
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,877
shares
|
$247,652
0.0% of portfolio
|
Q2 2025
New holding
|