Skip to content
Disclosery

SSNC SS&C TECH HLDGS

Follow

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
Fortitude Family Office, LLC113$9.36K<0.01%+5413F-HRTimeline
Rossby Financial, LCC107$8.86K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.104$8.61K0.01%new13F-HRTimeline
WPG Advisers, LLC102$8.45K0.01%+2513F-HRTimeline
Key Financial Inc101$8.36K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC100$8.28K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC99$8.2K<0.01%013F-HRTimelineGroup
DAGCO, INC.93$7.7K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…90$7.45K<0.01%new13F-HRTimelineGroup
Red Tortoise LLC87$7.2K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc85$7.04K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…78$6K<0.01%013F-HRTimeline
First Pacific Financial68$5.63K<0.01%+813F-HRTimeline
Private Wealth Management Group, LLC68$5.63K<0.01%013F-HRTimeline
Park Place Capital Corp67$5.58K<0.01%+2613F-HRTimeline
Bare Financial Services, Inc63$5.22K<0.01%+4113F-HRTimeline
Beacon Capital Management, LLC63$5.18K<0.01%+113F-HRTimeline
Bruce G. Allen Investments, LLC59$4.88K<0.01%-213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO58$4.8K<0.01%+413F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58$4.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC54$4.47K<0.01%-2,53713F-HRTimeline
AdvisorNet Financial, Inc54$4.47K<0.01%-213F-HRTimeline
LGT Financial Advisors LLC52$4.33K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.52$4.31K<0.01%+5013F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50$4.14K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners50$4.14K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners54$4K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC44$4K<0.01%013F-HRTimeline
Bogart Wealth, LLC48$3.97K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC43$3.56K<0.01%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding43$3.56K-3,218Timeline
DiNuzzo Private Wealth, Inc.39$3.23K<0.01%-113F-HRTimeline
CBIZ Investment Advisory Services, LLC38$3.15K<0.01%-3713F-HRTimeline
SBI Securities Co., Ltd.36$2.98K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35$2.9K<0.01%-513F-HRTimelineGroup
HM PAYSON & CO29$2.4K<0.01%013F-HRTimeline
Cromwell Holdings LLC29$2.4K<0.01%+1713F-HRTimeline
TD Capital Management LLC28$2.34K<0.01%013F-HRTimeline
Abound Wealth Management27$2.24K<0.01%013F-HRTimeline
Ransom Advisory, Ltd25$2.07K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC22$1.89K<0.01%+513F-HRTimeline
Hughes Financial Services, LLC21$1.81K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.20$1.66K<0.01%-1413F-HRTimeline
Sachetta, LLC16$1.32K<0.01%013F-HRTimeline
Gitterman Wealth Management, LLC15$1.25K<0.01%new13F-HRTimeline
Manchester Capital Management LLC15$1.24K<0.01%013F-HRTimeline
Leonteq Securities AG14$1.16K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC13$1.08K<0.01%+813F-HRTimeline
Avion Wealth23$1K<0.01%-313F-HR/ATimeline
PICTON MAHONEY ASSET MANAGEMENT15$1K<0.01%013F-HRTimeline
Stephens Consulting, LLC12$994<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC12$993<0.01%+513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10$828<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.10$828<0.01%+313F-HRTimeline
Kimelman & Baird, LLC9$746<0.01%013F-HRTimeline
CoreCap Advisors, LLC9$745<0.01%-7413F-HRTimeline
Quaker Wealth Management, LLC8$663<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7$585<0.01%new13F-HRTimeline
GFG Capital, LLC7$580<0.01%new13F-HRTimeline
Crewe Advisors LLC7$580<0.01%-3213F-HRTimeline
Transce3nd, LLC7$580<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC7$580<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…7$580<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.6$455<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC5$414<0.01%-113F-HRTimeline
WealthTrak Capital Management LLC5$414<0.01%-1013F-HRTimeline
ROSS\JOHNSON & Associates LLC4$3310.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC3$167<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.2$167<0.01%013F-HRTimeline
High Note Wealth, LLC2$166<0.01%013F-HRTimeline
Bellwether Advisors, LLC2$166<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2$166<0.01%013F-HRTimeline
American Capital Advisory, LLC2$166<0.01%-113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC2$143<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$83<0.01%013F-HRTimeline
Activest Wealth Management1$83<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.1$83<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV12$00%013F-HRTimelineValue filed as zero, left out of ratios.
Wood Tarver Financial Group, LLC5$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.