SS&C TECHNOLOGIES HOLDINGS (SSNC) Institutional Ownership Changes & 13F Activity

SS&C TECHNOLOGIES HOLDINGS (SSNC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Janus Henderson Group Plc, Mackenzie Financial Corp, River Road Asset Management, Llc, Raymond James Financial Inc, and Achmea Investment Management B.V..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+17—17$1.49KQ4 2025Aug 28, 2026
Ensign Peak Advisors, IncSell-35,490-54.5%29,587$2.59MQ4 2025Aug 18, 2026
1015 Capital Partners, LlcBuy+13—13$1.14KQ4 2025May 11, 2026
Medallion Wealth Advisors, LlcBuy+308+24.5%1,566$136.90KQ4 2025Apr 24, 2026
Bravera WealthBuy+111—111$9.70KQ4 2025Apr 22, 2026
Northavenue LlcBuy+2—2$175.00Q4 2025Apr 02, 2026
Beacon Financial GroupBuy+5,076—5,076$443.74KQ4 2025Apr 01, 2026
Purpose Unlimited Inc.Buy+154—154$13.46KQ4 2025Mar 20, 2026
Hsbc Holdings PlcBuy+116,078—116,078$10.17MQ4 2025Mar 06, 2026
Rehmann Capital Advisory GroupBuy+16,094—16,094$1.41MQ4 2025Mar 04, 2026
Anchor Investment Management, LlcBuy+1,398—1,398$122.21KQ4 2025Feb 26, 2026
Td Capital Management LlcBuy+28—28$2.49KQ4 2025Feb 26, 2026
River Road Asset Management, LlcBuy+582,929—582,929$50.96MQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+112—112$9.79KQ4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+4,292—4,292$351.47KQ4 2025Feb 23, 2026
Dean Capital ManagementBuy+28,830—28,830$2.52MQ4 2025Feb 20, 2026
Northcoast Asset Management LlcBuy+4,378—4,378$382.77KQ4 2025Feb 20, 2026
Cambient Family Office, LlcBuy+2,647—2,647$231.40KQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+1,408—1,408$123.07KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+9,962—9,962$870.92KQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+5,315—5,315$464.65KQ4 2025Feb 19, 2026
Mackenzie Financial CorpBuy+698,599—698,599$61.70MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+574,125—574,125$50.19MQ4 2025Feb 18, 2026
Achmea Investment Management B.V.Buy+247,677—247,677$21.65MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+128,399—128,399$11.22MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+17,210—17,210$1.50MQ4 2025Feb 18, 2026
Kensington Investment Counsel, LlcBuy+11,125—11,125$972.55KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+10,117—10,117$884.44KQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+6,311—6,311$551.72KQ4 2025Feb 18, 2026
Janus Henderson Group PlcBuy+14,017,309—14,017,309$1.23BQ4 2025Feb 17, 2026
Showing 30 of 730

Frequently asked questions about SSNC activity

  • Which institutional owners are buying SSNC?

    Institutional owners buying SSNC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SSNC activity?

    "Buy" means an investor increased their reported position in SSNC compared to the prior reporting period. This reflects growing exposure to SS&C TECHNOLOGIES HOLDINGS (SSNC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SSNC increasing?

    Institutional interest in SSNC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

SSNC Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet