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SS&C Technologies (SSNC) Institutional Ownership

SS&C Technologies logo
$82.97 -0.57 (-0.69%)
As of 03:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for SS&C Technologies (NASDAQ:SSNC)

Current
Institutional Ownership
Percentage
96.90%
Number of
Institutional Buyers
(last 12 months)
449
Total
Institutional Inflows
(last 12 months)
$6.60B
Number of
Institutional Sellers
(last 12 months)
298
Total
Institutional Outflows
(last 12 months)
$2.08B
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SSNC Institutional Buying and Selling by Quarter

SS&C Technologies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026California State Teachers Retirement System22,362,262$1.39B0.0%+4,952.9%9.530%
8/23/2026 Ameritas Advisory Services LLC502$31K0.0%N/A0.000%
8/23/2026 Guardian Wealth Management Inc.78,891$4.90M2.4%+4.6%0.034%
8/23/2026 HB Wealth Management LLC7,644$474K0.0%+84.1%0.003%
8/23/2026 Saudi Central Bank14,792$918K0.0%+82.5%0.006%
8/22/2026 AlphaGrep UK Ltd3,563$221K0.1%N/A0.002%
8/22/2026 Raiffeisen Bank International AG528$33K0.0%-95.4%0.000%
8/22/2026 Syon Capital LLC3,369$209K0.0%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC12,219$758K0.0%N/A0.005%
8/21/2026 Nykredit A S21,523$1.34M0.0%N/A0.009%
8/21/2026 B. Metzler seel. Sohn & Co. AG20,223$1.26M0.0%+198.6%0.009%
8/21/2026 Coppell Advisory Solutions LLC55,999$3.48M0.7%N/A0.024%
8/20/2026 Proficio Capital Partners LLC3,643$226K0.0%N/A0.002%
8/20/2026 Rehmann Capital Advisory Group25,143$1.56M0.1%+20.3%0.011%
8/20/2026 Headlands Technologies LLC57,158$3.55M0.4%+33.1%0.024%
8/20/2026 Two Sigma Securities LLC8,072$501K0.0%-47.1%0.003%
8/20/2026 Benjamin Edwards Inc.34,517$2.14M0.0%-65.9%0.015%
8/20/2026 Northwestern Mutual Wealth Management Co.1,769$110K0.0%-26.2%0.001%
8/20/2026 Meiji Yasuda Life Insurance Co15,189$942K0.0%+1.3%0.006%
8/20/2026 Sheets Smith Wealth Management11,237$697K0.1%+41.4%0.005%
8/20/2026 Greenleaf Trust24,892$1.55M0.0%-7.4%0.011%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,135,179$70.44M0.0%-3.6%0.484%
8/19/2026 Van ECK Associates Corp13,275$824K0.0%-71.9%0.006%
8/19/2026 Hsbc Holdings PLC364,011$22.54M0.0%+30.4%0.155%
8/19/2026 Wellington Management Group LLP224,187$13.91M0.0%+132.1%0.096%
8/19/2026 Kingsview Wealth Management LLC80,448$4.99M0.1%N/A0.034%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt66,700$4.14M0.1%N/A0.028%
8/18/2026 Rakuten Investment Management Inc.12,159$765K0.0%N/A0.005%
8/18/2026 North Star Asset Management Inc.612,073$37.98M1.5%N/A0.261%
8/18/2026 Empowered Funds LLC6,635$412K0.0%N/A0.003%
8/18/2026 United Capital Financial Advisors LLC3,719$231K0.0%N/A0.002%
8/18/2026 Formula Growth Ltd.34,725$2.16M0.8%N/A0.015%
8/18/2026Jefferies Financial Group Inc.48,670$3.02M0.0%N/A0.021%
8/18/2026 Public Employees Retirement System of Ohio64,301$3.99M0.0%N/A0.027%
8/17/2026 Capstone Investment Advisors LLC10,585$657K0.0%N/A0.005%
8/17/2026 Proficio Capital Partners LLC3,643$226K0.0%N/A0.002%
8/17/2026 Transamerica Financial Advisors LLC3,238$201K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP24,156$1.50M0.0%N/A0.010%
8/17/2026 Punch & Associates Investment Management Inc.111,173$6.90M0.3%N/A0.047%
8/17/2026 Bamco Inc. NY560,789$34.80M0.1%N/A0.239%
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8/17/2026 Bank of America Corp DE651,643$40.43M0.0%N/A0.278%
8/15/2026 Caisse de depot et placement du Quebec906,812$56.27M0.1%N/A0.386%
8/15/2026 Odyssean LLC43,925$2.73M0.4%N/A0.019%
8/15/2026 Man Group plc287,874$17.86M0.0%N/A0.123%
8/15/2026 Western Wealth Management LLC13,647$847K0.0%N/A0.006%
8/15/2026 Jupiter Topco LLC2,874,073$178.34M0.1%N/A1.225%
8/14/2026 Hsbc Holdings PLC364,011$22.54M0.0%N/A0.155%
8/14/2026 Palisade Capital Management LP31,779$1.97M0.1%N/A0.014%
8/14/2026 Canada Pension Plan Investment Board28,200$1.75M0.0%N/A0.012%
8/14/2026 Lakewood Capital Management LP1,016,954$63.10M3.3%N/A0.433%
8/14/2026 Legal & General Group Plc1,149,636$71.34M0.0%N/A0.490%
8/14/2026 The Manufacturers Life Insurance Company 25,878$1.61M0.0%N/A0.011%
8/14/2026 Jones Financial Companies Lllp409$25K0.0%N/A0.000%
8/14/2026 Manning & Napier Advisors LLC122,407$7.70M0.1%N/A0.052%
8/14/2026 Algert Global LLC89,080$5.53M0.1%N/A0.038%
8/13/2026 Cibc World Market Inc.9,116$566K0.0%N/A0.004%
8/13/2026 OMERS ADMINISTRATION Corp12,858$798K0.0%N/A0.005%
8/13/2026 Osmosis Investment Management UK Ltd8,461$525K0.0%N/A0.004%
8/13/2026 Sanctuary Advisors LLC15,738$977K0.0%N/A0.007%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.52,703$3.27M0.1%N/A0.022%
8/13/2026 Bank of Nova Scotia107,744$6.69M0.0%N/A0.046%
8/12/2026 Daiichi Life Insurance Co. Ltd.3,802$236K0.0%N/A0.002%
8/12/2026 Commerce Bank465,048$28.86M0.1%N/A0.198%
8/12/2026 Northwestern Mutual Wealth Management Co.1,769$110K0.0%N/A0.001%
8/12/2026 Quantbot Technologies LP145,000$9.00M0.4%N/A0.062%
8/12/2026 Evolve Private Wealth LLC7,106$441K0.0%N/A0.003%
8/12/2026 Westpac Banking Corp738$46K0.0%N/A0.000%
8/12/2026 Korea Investment CORP171,775$10.66M0.0%N/A0.073%
8/12/2026 EP Wealth Advisors LLC97,461$6.05M0.0%N/A0.042%
8/12/2026 Ieq Capital LLC61,671$3.83M0.0%N/A0.026%
8/12/2026 Heron Bay Capital Management573,402$35.58M3.2%N/A0.244%
8/12/2026 Callan Family Office LLC10,653$661K0.0%N/A0.005%
8/11/2026 Allworth Financial LP6,840$424K0.0%N/A0.003%
8/11/2026 B. Metzler seel. Sohn & Co. AG20,223$1.26M0.0%N/A0.009%
8/11/2026 SGL Investment Advisors Inc.3,670$293K0.1%N/A0.002%
8/11/2026 Vise Technologies Inc.3,710$230K0.0%N/A0.002%
8/11/2026 Edmond DE Rothschild Holding S.A.9,728$604K0.0%N/A0.004%
8/10/2026 Johnson Financial Group Inc.700$43K0.0%N/A0.000%
8/10/2026 one8zero8 LLC6,960$432K0.1%N/A0.003%
8/10/2026 West Family Investments Inc.8,971$557K0.2%N/A0.004%
8/10/2026 Denali Advisors LLC7,000$434K0.0%N/A0.003%
8/10/2026 Great Lakes Advisors LLC215,844$13.39M0.1%N/A0.092%
8/10/2026 Danica Pension Livsforsikringsaktieselskab341,786$21.21M0.3%N/A0.146%
8/10/2026 Danske Bank A S27,378$1.70M0.0%N/A0.012%
8/10/2026 Danske Bank A S513,735$31.88M0.1%N/A0.219%
8/8/2026 Wealthfront Advisers LLC9,091$564K0.0%N/A0.004%
8/8/2026 Meeder Advisory Services Inc.6,131$380K0.0%N/A0.003%
8/7/2026 Pzena Investment Management LLC11,036,568$684.82M2.0%N/A4.703%
8/7/2026 Citizens Financial Group Inc. RI3,990$248K0.0%N/A0.002%
8/7/2026 UNIVEST FINANCIAL Corp11,658$723K0.0%N/A0.005%
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8/7/2026 Auxano Advisors LLC9,969$619K0.1%N/A0.004%
8/7/2026 BlackRock Inc.16,824,938$1.04B0.0%N/A7.170%
8/7/2026 Pallas Capital Advisors LLC10,320$640K0.0%N/A0.004%
8/7/2026 Deutsche Bank AG803,188$49.84M0.0%N/A0.342%
8/7/2026 Trust Co. of Vermont4,303$267K0.0%N/A0.002%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.253,147$15.71M0.0%N/A0.108%
8/7/2026 Plato Investment Management Ltd9,248$570K0.0%N/A0.004%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor431,175$26.75M0.2%N/A0.184%
8/6/2026 J.Safra Asset Management Corp6,971$433K0.0%N/A0.003%
8/6/2026 Global Retirement Partners LLC922$57K0.0%N/A0.000%


SSNC Institutional Ownership - Frequently Asked Questions

During the previous two years, 774 institutional investors and hedge funds held shares of SS&C Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($1.79B), California State Teachers Retirement System ($1.39B), BlackRock Inc. ($1.04B), Pzena Investment Management LLC ($684.82M), Janus Henderson Group PLC ($569.29M), State Street Corp ($530.13M), and Burgundy Asset Management Ltd. ($460.46M).Learn more on SS&C Technologies' institutional investors.

96.90% of SS&C Technologies' stock is owned by institutional investors. Learn more on SSNC's institutional investor holdings.

Of the 694 institutional investors that purchased SS&C Technologies' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: California State Teachers Retirement System ($21.93M), BlackRock Inc. ($16.82M), Pzena Investment Management LLC ($11.21M), Norges Bank ($8.17M), Bank of Montreal Can ($5.14M), Boston Partners ($3.90M), and Jupiter Topco LLC ($2.87M).

Institutional investors have bought a total of 95,547,838 shares in the last 24 months. This purchase volume represents approximately $6.60B in transactions.

Of the 298 institutional investors that sold SS&C Technologies' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janus Henderson Group PLC ($8.11M), Bank of America Corp DE ($1.44M), Caisse de depot et placement du Quebec ($1.35M), Diamond Hill Capital Management Inc. ($1.20M), Pzena Investment Management LLC ($899.01K), Franklin Resources Inc. ($664.39K), and Cornerstone Investment Partners LLC ($601.67K).

Institutional investors have sold a total of 25,930,343 shares in the last 24 months. This volume of shares sold represents approximately $2.08B in transactions.


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Institutional ownership data for NASDAQ:SSNC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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