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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +17 | — | 17 | $1.49K | Q4 2025 | Aug 28, 2026 |
| Ensign Peak Advisors, Inc | Sell | -35,490 | -54.5% | 29,587 | $2.59M | Q4 2025 | Aug 18, 2026 |
| 1015 Capital Partners, Llc | Buy | +13 | — | 13 | $1.14K | Q4 2025 | May 11, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +308 | +24.5% | 1,566 | $136.90K | Q4 2025 | Apr 24, 2026 |
| Bravera Wealth | Buy | +111 | — | 111 | $9.70K | Q4 2025 | Apr 22, 2026 |
| Northavenue Llc | Buy | +2 | — | 2 | $175.00 | Q4 2025 | Apr 02, 2026 |
| Beacon Financial Group | Buy | +5,076 | — | 5,076 | $443.74K | Q4 2025 | Apr 01, 2026 |
| Purpose Unlimited Inc. | Buy | +154 | — | 154 | $13.46K | Q4 2025 | Mar 20, 2026 |
| Hsbc Holdings Plc | Buy | +116,078 | — | 116,078 | $10.17M | Q4 2025 | Mar 06, 2026 |
| Rehmann Capital Advisory Group | Buy | +16,094 | — | 16,094 | $1.41M | Q4 2025 | Mar 04, 2026 |
| Anchor Investment Management, Llc | Buy | +1,398 | — | 1,398 | $122.21K | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +28 | — | 28 | $2.49K | Q4 2025 | Feb 26, 2026 |
| River Road Asset Management, Llc | Buy | +582,929 | — | 582,929 | $50.96M | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +112 | — | 112 | $9.79K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +4,292 | — | 4,292 | $351.47K | Q4 2025 | Feb 23, 2026 |
| Dean Capital Management | Buy | +28,830 | — | 28,830 | $2.52M | Q4 2025 | Feb 20, 2026 |
| Northcoast Asset Management Llc | Buy | +4,378 | — | 4,378 | $382.77K | Q4 2025 | Feb 20, 2026 |
| Cambient Family Office, Llc | Buy | +2,647 | — | 2,647 | $231.40K | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +1,408 | — | 1,408 | $123.07K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +9,962 | — | 9,962 | $870.92K | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +5,315 | — | 5,315 | $464.65K | Q4 2025 | Feb 19, 2026 |
| Mackenzie Financial Corp | Buy | +698,599 | — | 698,599 | $61.70M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +574,125 | — | 574,125 | $50.19M | Q4 2025 | Feb 18, 2026 |
| Achmea Investment Management B.V. | Buy | +247,677 | — | 247,677 | $21.65M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +128,399 | — | 128,399 | $11.22M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +17,210 | — | 17,210 | $1.50M | Q4 2025 | Feb 18, 2026 |
| Kensington Investment Counsel, Llc | Buy | +11,125 | — | 11,125 | $972.55K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +10,117 | — | 10,117 | $884.44K | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +6,311 | — | 6,311 | $551.72K | Q4 2025 | Feb 18, 2026 |
| Janus Henderson Group Plc | Buy | +14,017,309 | — | 14,017,309 | $1.23B | Q4 2025 | Feb 17, 2026 |
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.
Related SSNC Institutional Insights
- SSNC Overview
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- Technology Sector Institutional Ownership
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- Institutional Portfolio Overlap & Shared Holdings
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- SSNC Insider Trading & SEC Form 4 Activity
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