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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
230
shares
|
$19,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
229
shares
|
$19,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
228
shares
|
$19,031
0.01% of portfolio
|
Q1 2022
Reduced 3.39%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
226
shares
|
$18,864
0.01% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
216
shares
|
$18,029
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
212
shares
|
$17,695
0.0% of portfolio
|
Q2 2024
Added 32.5%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
192
shares
|
$16,026
0.0% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
186
shares
|
$15,525
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
183
shares
|
$15,275
0.0% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
179
shares
|
$14,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
165
shares
|
$13,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
162
shares
|
$13,522
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
162
shares
|
$13,522
0.0% of portfolio
|
Q3 2024
Added 362.86%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
160
shares
|
$13,355
0.01% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
155
shares
|
$12,937
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
152
shares
|
$12,687
0.0% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
149
shares
|
$12,437
0.0% of portfolio
|
Q1 2025
Added 351.52%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
145
shares
|
$12,103
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
142
shares
|
$11,852
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
132
shares
|
$11,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
130
shares
|
$10,851
0.0% of portfolio
|
Q2 2025
Added 26.21%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
128
shares
|
$10,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
114
shares
|
$9,515
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
113
shares
|
$9,432
0.0% of portfolio
|
Q2 2025
Added 91.53%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
108
shares
|
$9,014
0.0% of portfolio
|
Q3 2023
New holding
|