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 759 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 $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
273
shares
|
$24,236
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
269
shares
|
$23,881
0.01% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
242
shares
|
$21,484
0.0% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
238
shares
|
$21,129
0.01% of portfolio
|
Q2 2025
Reduced 59.45%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
232
shares
|
$20,596
0.0% of portfolio
|
Q2 2025
Added 5700.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
229
shares
|
$20,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
228
shares
|
$20,241
0.01% of portfolio
|
Q1 2022
Reduced 3.39%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
226
shares
|
$20,064
0.01% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
216
shares
|
$19,176
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
214
shares
|
$18,998
0.0% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
212
shares
|
$18,821
0.0% of portfolio
|
Q2 2024
Added 32.5%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
207
shares
|
$18,377
0.01% of portfolio
|
Q2 2025
Reduced 84.62%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
202
shares
|
$17,933
0.0% of portfolio
|
Q2 2025
Added 35.57%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
190
shares
|
$16,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
183
shares
|
$16,246
0.0% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
179
shares
|
$15,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
168
shares
|
$14,915
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
165
shares
|
$14,648
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
162
shares
|
$14,382
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
160
shares
|
$14,204
0.01% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
155
shares
|
$13,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
152
shares
|
$13,494
0.0% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
145
shares
|
$12,873
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
142
shares
|
$12,606
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
137
shares
|
$12,162
0.0% of portfolio
|
Q2 2025
Reduced 28.65%
|