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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
54
shares
|
$4,648
0.0% of portfolio
|
Q2 2025
Reduced 97.92%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
54
shares
|
$4,648
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
52
shares
|
$4,476
0.01% of portfolio
|
Q1 2025
Reduced 89.37%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
50
shares
|
$4,304
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
50
shares
|
$4,304
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
50
shares
|
$4,304
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
48
shares
|
$4,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
44
shares
|
$3,787
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
43
shares
|
$3,701
0.0% of portfolio
|
Q2 2025
Reduced 59.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
43
shares
|
$3,701
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
43
shares
|
$3,701
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
39
shares
|
$3,357
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
38
shares
|
$3,271
0.0% of portfolio
|
Q2 2022
Added 533.33%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
38
shares
|
$3,271
0.0% of portfolio
|
Q2 2025
Reduced 49.33%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
37
shares
|
$3,184
0.0% of portfolio
|
Q1 2024
Reduced 24.49%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
36
shares
|
$3,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
35
shares
|
$3,012
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
30
shares
|
$2,582
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
29
shares
|
$2,496
0.0% of portfolio
|
Q2 2025
Added 141.67%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
29
shares
|
$2,496
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
28
shares
|
$2,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
27
shares
|
$2,324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
25
shares
|
$2,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
24
shares
|
$2,065
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
23
shares
|
$1,979
0.0% of portfolio
|
Q3 2023
New holding
|