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Disclosery

SSNC SS&C TECH HLDGS

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Stock (common), issuer CIK 1402436

680 managers (694 13F filers) reported a position in SSNC shares at 2025-06-30, 206,378,122 shares in all. 61 filers opened a position and 85 filers sold out during the quarter.

Managers
680
13F filers
694
New
61
Added
279
Reduced
248
Sold out
85
Shares held by filers
206,378,122

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Vident Advisory, LLCin group Vident Advisory, LLC6,557$543K0.01%+58613F-HRTimelineGroup
DENALI ADVISORS LLC6,511$539K0.06%-1,20013F-HRTimeline
Sylvest Advisors, LLC6,492$538K0.31%+1,27013F-HRTimeline
Atlatl Advisers LLC6,375$528K0.25%+23413F-HRTimeline
Laird Norton Wetherby Wealth Management…6,343$525K0.02%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,954$493K<0.01%-2,16413F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co5,797$480K0.01%+1,31813F-HRTimelineGroup
Empowered Funds, LLC5,671$470K0.01%+65413F-HRTimeline
TRUST CO OF VERMONT5,618$465K0.02%013F-HRTimeline
Waverly Advisors, LLC5,556$460K0.01%-37213F-HRTimeline
Financiere des Professionnels - Fonds d…5,469$453K0.03%new13F-HR/ATimeline
Essential Partners LLC5,444$451K0.18%13F-HRTimeline
ASR Vermogensbeheer N.V.5,393$447K0.01%-2813F-HRTimeline
Mutual Advisors, LLC5,175$441K0.01%+15013F-HRTimeline
Arax Advisory Partners5,198$430K0.02%-1,66713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,187$429K0.03%+59413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,136$425K0.04%+1,82813F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,132$425K0.02%-3913F-HRTimeline
GAMMA Investing LLC5,080$421K0.03%+1,78213F-HRTimeline
CM Management, LLC5,000$414K0.38%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,771$395K0.01%-96813F-HRTimelineGroup
OSSIAM4,759$394K<0.01%+6613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,741$393K<0.01%-1,42213F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC4,692$388K<0.01%-14313F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…4,587$380K0.01%013F-HRTimelineGroup
O'Brien Greene & Co. Inc4,559$377K0.12%-2413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,546$376K0.02%+68313F-HRTimelineGroup
Yarbrough Capital, LLC4,502$373K0.01%new13F-HRTimeline
Summit X, LLC4,494$372K0.07%+56513F-HRTimeline
Evercore Wealth Management, LLC4,410$365K0.01%-5013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,383$363K<0.01%-15,56413F-HRTimelineGroup
Vest Financial, LLC4,381$363K0.01%+1,07213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,218$349K-642Timeline
GSA CAPITAL PARTNERS LLP4,203$348K0.02%new13F-HRTimeline
Compound Planning, Inc.4,192$347K0.01%+37913F-HRTimeline
Advisory Services Network, LLC3,999$342K0.01%+61713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,063$336K0.06%013F-HRTimelineGroup
Truvestments Capital LLC4,049$335K0.07%+32313F-HRTimeline
Callan Family Office, LLC4,046$335K0.01%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/3,973$329K0.01%-10713F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …3,971$329K0.02%-12813F-HRTimelineGroup
Ironwood Investment Counsel, LLC3,932$326K0.05%-30313F-HRTimeline
Graypoint LLC3,876$321K0.02%-1,70513F-HRTimeline
Meixler Investment Management, Ltd.3,867$320K0.22%+33513F-HRTimeline
UniSuper Management Pty Ltd3,800$315K<0.01%-40013F-HRTimeline
Net Worth Advisory Group3,801$315K0.07%+12713F-HRTimeline
Alteri Wealth LLC3,787$314K0.12%new13F-HRTimeline
HANCOCK WHITNEY CORP3,785$313K0.01%-71413F-HRTimeline
FOSTER & MOTLEY INC3,772$312K0.02%-2,86813F-HRTimeline
Brooklyn Investment Group3,762$311K0.04%+2,56213F-HR/ATimeline
Aptus Capital Advisors, LLC3,748$310K<0.01%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD3,700$306K<0.01%-13,40013F-HRTimeline
IFP Advisors, Inc3,375$306K0.01%-79813F-HRTimeline
AlphaCore Capital LLC3,671$304K0.01%+12013F-HRTimeline
SIGNATUREFD, LLC3,639$301K0.01%+23113F-HRTimeline
J.Safra Asset Management Corp3,620$300K0.02%+33713F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT3,600$298K0.03%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,563$295K0.02%+41713F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…3,523$292K<0.01%-34113F-HRTimelineGroup
Pines Wealth Management, LLC3,490$291K0.1%new13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…3,487$289K<0.01%new13F-HRTimelineGroup
Kera Capital Partners, Inc.3,465$287K0.06%+36113F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC3,451$286K0.03%-36,38113F-HRTimelineGroup
Legacy Capital Group California, Inc.3,438$285K0.08%+20013F-HRTimeline
State of Wyoming3,367$279K0.03%-95313F-HRTimeline
Atria Wealth Solutions, Inc.3,349$277K0.01%-2,97413F-HRTimeline
WEALTH ALLIANCE, LLC3,293$273K0.03%-1213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,231$268K<0.01%+18013F-HRTimeline
Oslo Pensjonsforsikring AS3,215$266K0.04%+49713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,213$266K<0.01%-63513F-HRTimelineGroup
FULLCIRCLE WEALTH LLC3,080$263K0.1%+31613F-HRTimeline
Whalen Wealth Management Inc.3,112$258K0.16%new13F-HRTimeline
Siemens Fonds Invest GmbH3,077$255K0.01%+51613F-HRTimeline
Blueshift Asset Management, LLC3,052$253K0.08%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…2,999$248K0.07%+1313F-HRTimeline
FourThought Financial Partners, LLC2,975$246K0.02%-25,43813F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS2,970$246K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,942$244K<0.01%+2413F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,877$238K<0.01%new13F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO2,861$237K0.02%new13F-HR/ATimelineGroup
HB Wealth Management, LLC2,844$235K<0.01%new13F-HRTimeline
Claret Asset Management Corp2,843$235K0.03%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC2,840$235K0.02%013F-HRTimeline
Ground Swell Capital, LLC2,804$232K0.38%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,798$232K0.01%+2,53213F-HRTimelineGroup
EntryPoint Capital, LLC2,761$229K0.11%-10613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,760$229K<0.01%+30713F-HRTimelineGroup
Saiph Capital, LLC2,731$226K0.09%new13F-HRTimeline
Hutchens & Kramer Investment Management…2,708$226K0.1%-7113F-HRTimeline
Copeland Capital Management, LLC2,704$224K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,701$223K<0.01%+14813F-HR/ATimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC2,692$223K<0.01%013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC2,678$222K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC2,670$221K0.2%-94013F-HRTimeline
Metis Global Partners, LLC2,664$221K0.01%-1,21513F-HRTimeline
SteelPeak Wealth, LLC2,657$220K0.01%new13F-HRTimeline
Wedmont Private Capital2,638$220K0.01%-6513F-HRTimeline
Orion Porfolio Solutions, LLC2,645$219K<0.01%-2,98713F-HR/ATimeline
Global Strategic Investment Solutions, …2,643$219K0.02%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,642$219K0.01%013F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.2,601$215K0.14%new13F-HRTimeline
GRIES FINANCIAL LLC2,600$215K0.04%-33413F-HRTimeline
Sky Investment Group LLC2,600$215K0.04%-10013F-HRTimeline
OneDigital Investment Advisors LLC2,587$214K<0.01%new13F-HRTimeline
CAXTON ASSOCIATES LLP2,564$212K0.01%-17,06013F-HRTimeline
CERTUITY, LLC2,523$209K0.02%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,521$209K0.01%new13F-HRTimeline
Perbak Capital Partners LLP2,521$209K0.05%new13F-HRTimeline
Radnor Capital Management, LLC2,515$208K0.03%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,514$208K<0.01%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC2,502$207K0.02%-9313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,495$207K0.01%-913F-HRTimelineGroup
Riverwater Partners LLC2,492$206K0.1%+4013F-HRTimeline
Leo Wealth, LLC2,456$203K0.02%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,445$202K0.06%new13F-HRTimeline
New World Advisors LLC2,443$202K0.04%-1,39713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,354$194K<0.01%+65013F-HRTimelineGroup
SG Americas Securities, LLC2,260$187K<0.01%-26,70013F-HRTimeline
Allworth Financial LP2,162$179K<0.01%+14613F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH2,100$172K<0.01%+2,10013F-HRTimelineGroup
Tortoise Investment Management, LLC2,009$166K0.02%+913F-HRTimeline
Farther Finance Advisors, LLC1,690$140K<0.01%+9013F-HRTimeline
Global Retirement Partners, LLC1,644$136K<0.01%13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,585$131K0.01%-83413F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.1,547$128K0.09%+1713F-HRTimeline
MAI Capital Management1,514$125K<0.01%+11313F-HRTimeline
First Horizon Advisors, Inc.1,465$121K<0.01%+3413F-HRTimeline
Hilltop National Bank1,407$116K0.03%13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,400$116K<0.01%013F-HRTimelineGroup
MOTCO1,355$116K0.01%013F-HRTimeline
Anchor Investment Management, LLC1,398$116K0.01%+10013F-HRTimeline
Parkside Financial Bank & Trust1,343$111K0.01%+62013F-HRTimeline
Smartleaf Asset Management LLC1,287$105K0.01%-35013F-HRTimeline
Medallion Wealth Advisors, LLC1,258$104K0.04%013F-HRTimeline
Bayforest Capital Ltd1,237$102K0.04%+26013F-HRTimeline
Murphy & Mullick Capital Management Corp1,198$102K0.08%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,164$96K<0.01%+13113F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,095$90K<0.01%-43,90513F-HRTimelineGroup
GeoWealth Management, LLC1,059$87.7K<0.01%+69613F-HRTimeline
Adalta Capital Management LLC1,000$82.8K0.04%-1,00013F-HRTimeline
Steward Partners Investment Advisory, L…992$82.2K<0.01%+3913F-HRTimeline
Larson Financial Group LLC974$80.6K<0.01%+63613F-HRTimeline
Versant Capital Management, Inc968$80.2K0.01%-5513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…904$74.8K0.01%-41113F-HRTimelineGroup
Fortis Group Advisors, LLC870$72K0.01%013F-HRTimeline
Rialto Wealth Management, LLC869$72K0.02%+1313F-HRTimeline
Blue Trust, Inc.867$71.8K<0.01%-113F-HRTimeline
CENTRAL TRUST Co853$70.6K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.799$66.2K0.01%-21213F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding742$61.4K-5,331Timeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP738$61.1K<0.01%013F-HRTimelineGroup
Strengthening Families & Communities, L…675$55.9K0.03%013F-HRTimeline
Financial Perspectives, Inc670$55.5K0.02%013F-HRTimeline
Central Pacific Bank - Trust Division621$51.4K0.01%+3513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC567$47K<0.01%-12,76613F-HRTimelineGroup
1248 Management, LLC543$45K0.02%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK540$44.7K<0.01%+1613F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC536$44.4K0.02%+213F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd500$41.4K<0.01%013F-HR/ATimelineGroup
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …478$39.6K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management429$35.5K<0.01%-1413F-HRTimelineGroup
Financial Avengers, Inc.402$33.3K0.02%-10413F-HRTimeline
True Wealth Design, LLC382$31.6K0.01%-20713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC364$30.1K<0.01%013F-HR/ATimeline
N.E.W. Advisory Services LLC350$29K<0.01%013F-HRTimeline
WHITTIER TRUST CO344$28.5K<0.01%013F-HRTimeline
Hemington Wealth Management336$27K<0.01%+2813F-HRTimeline
Caldwell Trust Co324$26.8K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC317$26K<0.01%-44613F-HRTimeline
DUNCKER STREETT & CO INC306$25.3K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…300$24.8K0.01%013F-HRTimeline
AlphaQuest LLC299$24.8K<0.01%-3,54913F-HRTimeline
ATWOOD & PALMER INC298$24.7K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC290$24K<0.01%-17,56913F-HRTimeline
LANARK FINANCIAL, INC.293$24K<0.01%+24813F-HRTimeline
PRIVATE TRUST CO NA289$23.9K<0.01%013F-HRTimeline
Traub Capital Management LLC285$23.6K0.02%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC273$22.6K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.269$22.3K0.01%-1413F-HRTimeline
JFS WEALTH ADVISORS, LLC242$20K<0.01%-513F-HRTimeline
Frazier Financial Advisors, LLC238$19.7K0.01%-34913F-HRTimeline
UMB Bank, n.a.232$19.2K<0.01%+22813F-HR/ATimeline
Capital Advisors, Ltd. LLC212$18K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC214$17.7K<0.01%-1613F-HRTimeline
Covestor Ltd207$17K0.01%-1,13913F-HRTimeline
Geneos Wealth Management Inc.202$16.7K<0.01%+2013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors183$15.2K<0.01%013F-HRTimelineGroup
Smithfield Trust Co179$15K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.168$13.9K<0.01%+613F-HRTimeline
Putney Financial Group LLC165$13.7K0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…162$13.4K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP155$12.8K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…152$12.6K<0.01%-2413F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT145$12K<0.01%013F-HRTimeline
West Branch Capital LLC142$11.8K<0.01%013F-HRTimeline
CVA Family Office, LLC137$11.3K<0.01%-5513F-HRTimeline
TD Waterhouse Canada Inc.135$11.2K<0.01%+10013F-HRTimeline
MassMutual Private Wealth & Trust, FSB130$10.8K<0.01%+2713F-HRTimeline
Global Trust Asset Management, LLC128$10.6K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.114$9.44K0.01%013F-HRTimeline