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 |
|---|---|---|---|---|---|
| State of Wyoming | 2,052 | $115.9K | 0.04% | +733+55.6% | Added |
| CWM, LLC | 2,110 | $119.0K | 0.00% | −73−3.3% | Reduced |
| American International Group, Inc. | 2,220 | $125.4K | 0.00% | −49−2.2% | Reduced |
| Dark Forest Capital Management LP | 2,542 | $143.5K | 0.03% | +2,542 | New |
| Ostrum Asset Management | 2,860 | $161.5K | 0.01% | +2,860 | New |
| Copeland Capital Management, LLC | 3,096 | $175.0K | 0.00% | +599+24.0% | Added |
| Seaport Global Advisors, LLC | 3,110 | $175.6K | 0.55% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,400 | $192.0K | 0.01% | −10,200−75.0% | Reduced |
| Metis Global Partners, LLC | 3,564 | $201.3K | 0.01% | +3,564 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4,000 | $220.0K | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,987 | $225.1K | 0.00% | +3,987 | New |
| CTC Capital Management, LLC | 4,000 | $225.9K | 0.47% | +4,000 | New |
| Banque Cantonale Vaudoise | 4,015 | $226.0K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,010 | $226.4K | 0.01% | −710−15.0% | Reduced |
| Sky Investment Group LLC | 4,050 | $228.7K | 0.05% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,055 | $229.0K | 0.03% | +4,055 | New |
| GWM Advisors LLC | 4,141 | $233.9K | 0.00% | +3,839+1,271.2% | Added |
| Wealth Alliance | 4,158 | $234.8K | 0.04% | +247+6.3% | Added |
| Bleakley Financial Group, LLC | 4,165 | $235.2K | 0.01% | +168+4.2% | Added |
| Sawtooth Solutions, LLC | 4,201 | $237.2K | 0.01% | +4,201 | New |
| Yousif Capital Management, LLC | 4,237 | $239.3K | 0.00% | −30−0.7% | Reduced |
| National Asset Management, Inc. | 4,240 | $239.4K | 0.01% | +4,240 | New |
| Integrated Investment Consultants, LLC | 4,292 | $242.4K | 0.08% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 4,317 | $243.8K | 0.06% | +4,317 | New |
| Signaturefd, LLC | 4,370 | $246.8K | 0.01% | +127+3.0% | Added |
| SRS Capital Advisors, Inc. | 4,418 | $249.5K | 0.03% | +205+4.9% | Added |
| Tower Research Capital LLC (TRC) | 4,465 | $252.0K | 0.01% | +4,037+943.2% | Added |
| Rockefeller Capital Management L.P. | 4,504 | $254.0K | 0.00% | +1,217+37.0% | Added |
| CIBC Private Wealth Group, LLC | 4,498 | $254.0K | 0.00% | +4,498 | New |
| Kestra Advisory Services, LLC | 4,535 | $256.1K | 0.00% | −3,868−46.0% | Reduced |
| Anchor Investment Management, LLC | 4,538 | $256.3K | 0.03% | −416−8.4% | Reduced |
| Bank of Nova Scotia | 4,553 | $257.1K | 0.00% | −185,389−97.6% | Reduced |
| MetLife Investment Management | 4,570 | $258.1K | 0.00% | +10+0.2% | Added |
| Avestar Capital, LLC | 4,581 | $258.7K | 0.05% | −22−0.5% | Reduced |
| NinePointTwo Capital | 4,682 | $264.0K | 0.10% | +4,682 | New |
| Boston Family Office LLC | 4,840 | $274.0K | 0.02% | −225−4.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,995 | $282.1K | 0.00% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 5,000 | $282.4K | 0.37% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,063 | $285.9K | 0.06% | +5+0.1% | Added |
| Compton Capital Management Inc | 5,200 | $293.6K | 0.63% | −6,800−56.7% | Reduced |
| Symmetry Partners, LLC | 5,225 | $295.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,753 | $300.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,405 | $305.2K | 0.03% | +5,405 | New |
| Exencial Wealth Advisors, LLC | 5,417 | $305.9K | 0.02% | +363+7.2% | Added |
| Lincoln National Corp | 5,440 | $307.2K | 0.01% | +93+1.7% | Added |
| NorthCrest Asset Manangement, LLC | 5,440 | $307.2K | 0.01% | +5,440 | New |
| Desjardins Global Asset Management Inc. | 5,573 | $315.0K | 0.04% | −975−14.9% | Reduced |
| Dynamic Advisor Solutions LLC | 5,641 | $318.5K | 0.02% | +5,641 | New |
| Tokio Marine Asset Management Co Ltd | 5,701 | $321.9K | 0.02% | +933+19.6% | Added |
| Brinker Capital Investments, LLC | 5,793 | $327.1K | 0.00% | +5,793 | New |
| Orion Portfolio Solutions, LLC | 5,793 | $327.1K | 0.00% | +5,793 | New |
| Valley National Advisers Inc | 5,811 | $329.0K | 0.06% | −271−4.5% | Reduced |
| M Holdings Securities, Inc. | 5,923 | $334.0K | 0.03% | +15+0.3% | Added |
| Shell Asset Management Co | 5,974 | $337.0K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 6,006 | $339.2K | 0.01% | +1,369+29.5% | Added |
| New World Advisors LLC | 6,050 | $341.6K | 0.13% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,145 | $347.0K | 0.00% | +6,145 | New |
| Blueshift Asset Management, LLC | 6,190 | $349.5K | 0.15% | +6,190 | New |
| Creative Planning | 6,291 | $355.3K | 0.00% | +148+2.4% | Added |
| Nicolet Bankshares Inc | 6,340 | $358.0K | 0.12% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,432 | $363.2K | 0.01% | +313+5.1% | Added |
| Umb Bank N A | 6,500 | $367.1K | 0.01% | −336−4.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,535 | $369.0K | 0.10% | +6,535 | New |
| Wetherby Asset Management Inc | 6,592 | $372.3K | 0.02% | +1,008+18.1% | Added |
| CWM Advisors, LLC | 6,635 | $374.7K | 0.05% | +39+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 6,660 | $376.1K | 0.00% | −13,068−66.2% | Reduced |
| Carret Asset Management, LLC | 6,715 | $379.0K | 0.05% | +500+8.0% | Added |
| MML Investors Services, LLC | 6,835 | $386.0K | 0.00% | −1,106−13.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,839 | $386.0K | 0.02% | +285+4.3% | Added |
| Greenleaf Trust | 6,992 | $394.8K | 0.00% | −30−0.4% | Reduced |
| XTX Topco Ltd | 7,046 | $397.9K | 0.08% | +7,046 | New |
| Jackson Creek Investment Advisors LLC | 7,174 | $405.0K | 0.17% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 7,319 | $413.3K | 0.13% | +7,319 | New |
| Bayesian Capital Management, LP | 7,500 | $423.5K | 0.05% | −12,426−62.4% | Reduced |
| Manufacturers Life Insurance Company, The | 7,597 | $429.0K | 0.00% | +14+0.2% | Added |
| CIBC Asset Management Inc | 7,601 | $429.2K | 0.00% | −566−6.9% | Reduced |
| Veritable, L.P. | 7,628 | $430.8K | 0.01% | +1,095+16.8% | Added |
| Meixler Investment Management, Ltd. | 7,756 | $438.0K | 0.43% | −672−8.0% | Reduced |
| Xponance, Inc. | 7,832 | $442.3K | 0.01% | +41+0.5% | Added |
| Graypoint LLC | 7,973 | $450.3K | 0.05% | +91+1.2% | Added |
| Kestra Private Wealth Services, LLC | 8,088 | $456.7K | 0.02% | +8,088 | New |
| Cetera Investment Advisers | 8,147 | $460.1K | 0.00% | −1,243−13.2% | Reduced |
| Commonwealth Equity Services, LLC | 8,220 | $464.0K | 0.00% | −1,168−12.4% | Reduced |
| Snowden Capital Advisors LLC | 8,341 | $471.0K | 0.02% | +849+11.3% | Added |
| Boothbay Fund Management, LLC | 8,406 | $474.7K | 0.01% | −63,920−88.4% | Reduced |
| ASB Consultores, LLC | 8,468 | $478.2K | 0.19% | −163−1.9% | Reduced |
| Oak Thistle LLC | 8,628 | $487.2K | 0.29% | +8,628 | New |
| Wedge Capital Management L L P | 8,668 | $489.5K | 0.01% | −1,544−15.1% | Reduced |
| Engineers Gate Manager LP | 8,963 | $506.1K | 0.02% | −1,838−17.0% | Reduced |
| Toroso Investments, LLC | 9,010 | $509.0K | 0.02% | +9,010 | New |
| Spouting Rock Asset Management, LLC | 9,016 | $509.1K | 0.18% | +9,016 | New |
| Moody Lynn & Lieberson, LLC | 9,083 | $512.9K | 0.05% | +88+1.0% | Added |
| Panagora Asset Management Inc | 9,095 | $513.6K | 0.00% | −11,946−56.8% | Reduced |
| Prudent Man Advisors, LLC | 9,266 | $523.0K | 0.20% | −200−2.1% | Reduced |
| Vestcor Inc | 9,271 | $524.0K | 0.02% | −954−9.3% | Reduced |
| Coastal Investment Advisors, Inc. | 9,593 | $541.7K | 0.13% | +3,319+52.9% | Added |
| JustInvest LLC | 9,625 | $543.5K | 0.02% | +192+2.0% | Added |
| Chicago Trust Co NA | 9,901 | $559.1K | 0.14% | +3,404+52.4% | Added |
| Wright Investors Service Inc | 9,966 | $562.8K | 0.16% | −2,391−19.3% | Reduced |
| Virtu Financial LLC | 9,962 | $563.0K | 0.06% | +9,962 | New |