SS&C Technologies Holdings Inc
SSNC- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001402436
No open-market purchases or sales by SS&C Technologies Holdings Inc insiders were filed in the last 90 days; 727 institutions reported holding it in 13F filings for Q2 2026, worth $12.6B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in SS&C Technologies Holdings Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 534
- +6 vs. Q4 2022
- Shares held
- 210.5M
- −194.8K (−0.1%) vs. Q4 2022
- Total value
- $11.9B
- +$945.9M (+8.6%) vs. Q4 2022
- New holders
- 64
- 204 more added
- Sold out
- 58
- 198 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SSNC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 727 | $12.6B |
| Q1 2026 | 721 | $13.6B |
| Q4 2025 | 758 | $18.1B |
| Q3 2025 | 722 | $18.0B |
| Q2 2025 | 693 | $17.1B |
| Q1 2025 | 718 | $17.1B |
| Q4 2024 | 649 | $15.7B |
| Q3 2024 | 664 | $15.2B |
| Q2 2024 | 577 | $12.8B |
| Q1 2024 | 573 | $13.2B |
| Q4 2023 | 562 | $12.6B |
| Q3 2023 | 531 | $10.9B |
| Q2 2023 | 529 | $12.6B |
| Q1 2023 | 534 | $11.9B |
| Q4 2022 | 535 | $10.9B |
| Q3 2022 | 537 | $10.2B |
| Q2 2022 | 559 | $12.5B |
| Q1 2022 | 565 | $16.1B |
| Q4 2021 | 541 | $17.5B |
| Q3 2021 | 507 | $14.5B |
| Q2 2021 | 483 | $15.2B |
| Q1 2021 | 487 | $14.6B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 2 | $115 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $339 | 0.00% | +1+20.0% | Added |
| Hexagon Capital Partners LLC | 6 | $339 | 0.00% | +6 | New |
| Canada Pension Plan Investment Board | 10 | $565 | 0.00% | −23,854−100.0% | Reduced |
| Colonial Trust Advisors | 10 | $565 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $636 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 14 | $777 | 0.00% | +14 | New |
| First Financial Corp | 17 | $959 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 18 | $1.00K | 0.00% | +9+100.0% | Added |
| Avion Wealth | 24 | $1.00K | 0.00% | +24 | New |
| Rosenberg Matthew Hamilton | 21 | $1.19K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 22 | $1.24K | 0.00% | −19−46.3% | Reduced |
| FinTrust Capital Advisors, LLC | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 32 | $1.81K | 0.00% | +11+52.4% | Added |
| Manchester Capital Management LLC | 35 | $1.98K | 0.00% | −1−2.8% | Reduced |
| SJS Investment Consulting Inc. | 35 | $1.98K | 0.00% | +9+34.6% | Added |
| Thompson Siegel & Walmsley LLC | 29 | $2.00K | 0.00% | −37−56.1% | Reduced |
| Bartlett & Co. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 41 | $2.31K | 0.00% | +9+28.1% | Added |
| Bartlett & Co. Wealth Management LLC | 43 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 47 | $2.65K | 0.00% | +31+193.8% | Added |
| Carmichael Hill & Associates, Inc. | 49 | $2.77K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $2.82K | 0.00% | +50 | New |
| TCI Wealth Advisors, Inc. | 52 | $2.94K | 0.00% | +2+4.0% | Added |
| Coston, McIsaac & Partners | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 57 | $3.22K | 0.00% | +57 | New |
| Schubert & Co | 61 | $3.44K | 0.00% | +24+64.9% | Added |
| Earnest Partners LLC | 63 | $3.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $4.01K | 0.00% | +9+14.5% | Added |
| Parkside Financial Bank & Trust | 81 | $4.58K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 87 | $4.91K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 88 | $4.97K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 88 | $4.97K | 0.00% | +88 | New |
| International Assets Investment Management, LLC | 95 | $5.37K | 0.00% | +95 | New |
| Northwest Investment Counselors, LLC | 100 | $5.65K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $5.65K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 105 | $6.00K | 0.00% | −70−40.0% | Reduced |
| Steward Financial Group LLC | 128 | $7.00K | 0.00% | +96+300.0% | Added |
| TD Waterhouse Canada Inc. | 120 | $7.46K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 140 | $7.91K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 145 | $8.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 150 | $8.47K | 0.00% | +20+15.4% | Added |
| Colonial Trust Co | 154 | $8.54K | 0.00% | −2−1.3% | Reduced |
| Guardian Wealth Management, Inc. | 156 | $8.81K | 0.01% | +156 | New |
| Capital Advisors, Ltd. LLC | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 173 | $9.77K | 0.00% | +167+2,783.3% | Added |
| Front Row Advisors LLC | 178 | $10.0K | 0.00% | +29+19.5% | Added |
| Glassman Wealth Services | 178 | $10.1K | 0.00% | −3−1.7% | Reduced |
| AdvisorNet Financial, Inc | 183 | $10.3K | 0.00% | +7+4.0% | Added |
| Lindbrook Capital, LLC | 183 | $10.3K | 0.00% | +8+4.6% | Added |
| Larson Financial Group LLC | 184 | $10.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 186 | $10.5K | 0.00% | −1−0.5% | Reduced |
| WR Wealth Planners, LLC | 188 | $10.6K | 0.00% | +188 | New |
| Ronald Blue Trust, Inc. | 212 | $11.0K | 0.00% | −1−0.5% | Reduced |
| IFP Advisors, Inc | 202 | $11.1K | 0.00% | −80−28.4% | Reduced |
| West Paces Advisors Inc. | 200 | $11.3K | 0.00% | +200 | New |
| Crewe Advisors LLC | 201 | $11.4K | 0.00% | −47−19.0% | Reduced |
| Tucker Asset Management LLC | 216 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 272 | $15.4K | 0.00% | +32+13.3% | Added |
| Ameritas Advisory Services, LLC | 275 | $15.5K | 0.00% | +275 | New |
| Huntington National Bank | 279 | $15.8K | 0.00% | +278+27,800.0% | Added |
| Salem Investment Counselors Inc | 310 | $17.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 324 | $18.3K | 0.01% | +242+295.1% | Added |
| Steward Partners Investment Advisory, LLC | 325 | $18.4K | 0.00% | +1+0.3% | Added |
| Carolinas Wealth Consulting LLC | 352 | $19.9K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 360 | $20.3K | 0.01% | +360 | New |
| Newbridge Financial Services Group, Inc. | 383 | $21.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 420 | $23.7K | 0.00% | +420 | New |
| RFP Financial Group LLC | 449 | $25.4K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 457 | $26.0K | 0.01% | −53−10.4% | Reduced |
| Allworth Financial LP | 481 | $27.2K | 0.00% | +12+2.6% | Added |
| Global Retirement Partners, LLC | 508 | $27.9K | 0.00% | +131+34.7% | Added |
| Ellevest, Inc. | 497 | $28.1K | 0.00% | +310+165.8% | Added |
| Harbour Investments, Inc. | 520 | $29.4K | 0.00% | +408+364.3% | Added |
| Bellevue Asset Management, LLC | 522 | $29.5K | 0.02% | +2+0.4% | Added |
| Machina Capital S.A.S. | 571 | $32.2K | 0.03% | +571 | New |
| Financial Avengers, Inc. | 658 | $37.2K | 0.03% | +2+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 716 | $40.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 765 | $43.2K | 0.00% | +153+25.0% | Added |
| National Bank of Canada | 832 | $47.0K | 0.00% | −10,695−92.8% | Reduced |
| Park Place Capital Corp | 869 | $49.1K | 0.01% | −98−10.1% | Reduced |
| Caldwell Trust Co | 872 | $49.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 997 | $56.0K | 0.00% | +997 | New |
| Penserra Capital Management LLC | 1,153 | $65.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,165 | $65.8K | 0.01% | +341+41.4% | Added |
| Fifth Third Bancorp | 1,241 | $70.1K | 0.00% | −583−32.0% | Reduced |
| First Horizon Advisors, Inc. | 1,274 | $71.9K | 0.00% | +147+13.0% | Added |
| Proequities, Inc. | 1,288 | $72.7K | 0.01% | +149+13.1% | Added |
| Covestor Ltd | 1,422 | $80.0K | 0.07% | −138−8.8% | Reduced |
| Natixis | 1,490 | $84.1K | 0.00% | +864+138.0% | Added |
| Belpointe Asset Management LLC | 1,519 | $85.8K | 0.00% | +755+98.8% | Added |
| Clearstead Advisors, LLC | 1,565 | $88.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,717 | $97.0K | 0.00% | +157+10.1% | Added |
| Quadrant Capital Group LLC | 1,757 | $99.2K | 0.01% | +166+10.4% | Added |
| Kapitalo Investimentos Ltda | 1,810 | $102.2K | 0.03% | +1,810 | New |
| Ossiam | 1,811 | $102.3K | 0.00% | +272+17.7% | Added |
| First Manhattan Co | 1,816 | $102.5K | 0.00% | −63−3.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,820 | $103.0K | 0.00% | −78,745−97.7% | Reduced |
| Whittier Trust Co | 1,997 | $112.8K | 0.00% | +1,997 | New |
| Tortoise Investment Management, LLC | 2,000 | $112.9K | 0.02% | 00.0% | Unchanged |