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 776 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
589
shares
|
$49,163
0.02% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
587
shares
|
$48,996
0.04% of portfolio
|
Q1 2025
Added 878.33%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
536
shares
|
$44,739
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
524
shares
|
$43,738
0.0% of portfolio
|
Q1 2025
Added 110.44%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
506
shares
|
$42,235
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
443
shares
|
$36,977
0.0% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
407
shares
|
$33,972
0.02% of portfolio
|
Q1 2025
Added 33.42%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
394
shares
|
$32,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
364
shares
|
$30,383
0.0% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
363
shares
|
$30,299
0.0% of portfolio
|
Q1 2025
Reduced 89.66%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
360
shares
|
$30,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
350
shares
|
$29,214
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
344
shares
|
$28,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
338
shares
|
$28,212
0.0% of portfolio
|
Q1 2025
Added 634.78%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
317
shares
|
$26,459
0.0% of portfolio
|
Q2 2025
Reduced 58.45%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
308
shares
|
$25,708
0.0% of portfolio
|
Q1 2025
Added 27.8%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
306
shares
|
$25,541
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
298
shares
|
$24,874
0.0% of portfolio
|
Q1 2025
Added 125.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
293
shares
|
$24,456
0.0% of portfolio
|
Q2 2025
Added 551.11%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
289
shares
|
$24,122
0.0% of portfolio
|
Q1 2025
Added 37.62%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
273
shares
|
$22,787
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
269
shares
|
$22,453
0.01% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
266
shares
|
$22,203
0.0% of portfolio
|
Q1 2025
Reduced 93.73%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
247
shares
|
$20,617
0.0% of portfolio
|
Q4 2024
Reduced 28.41%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
232
shares
|
$19,365
0.0% of portfolio
|
Q2 2025
Added 5700.0%
|