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 794 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
93
shares
|
$7,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
87
shares
|
$7,263
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
85
shares
|
$7,096
0.0% of portfolio
|
Q4 2023
Reduced 9.57%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
80
shares
|
$6,679
0.0% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
78
shares
|
$6,512
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
70
shares
|
$5,844
0.0% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
68
shares
|
$5,677
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
68
shares
|
$5,677
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
63
shares
|
$5,259
0.0% of portfolio
|
Q2 2025
Added 186.36%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
60
shares
|
$5,009
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
59
shares
|
$4,925
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
58
shares
|
$4,842
0.0% of portfolio
|
Q1 2025
Reduced 24.68%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
57
shares
|
$4,758
0.0% of portfolio
|
Q3 2025
Added 714.29%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
57
shares
|
$4,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
54
shares
|
$4,508
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
54
shares
|
$4,508
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
52
shares
|
$4,341
0.01% of portfolio
|
Q1 2025
Reduced 89.37%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
50
shares
|
$4,174
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
50
shares
|
$4,174
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
44
shares
|
$3,673
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
43
shares
|
$3,590
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
43
shares
|
$3,590
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
42
shares
|
$3,506
0.0% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
40
shares
|
$3,339
0.0% of portfolio
|
Q3 2025
Added 233.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
40
shares
|
$3,339
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|