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 |
|---|---|---|---|---|---|
| Commerce Bank | 10,004 | $564.9K | 0.00% | +51+0.5% | Added |
| Meiji Yasuda Life Insurance Co | 10,105 | $571.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 10,153 | $573.0K | 0.02% | +450+4.6% | Added |
| Echo Street Capital Management LLC | 10,189 | $575.4K | 0.01% | +10,189 | New |
| M&T Bank Corp | 10,348 | $584.1K | 0.00% | −2,319−18.3% | Reduced |
| Carmignac Gestion | 10,439 | $589.5K | 0.01% | +7,414+245.1% | Added |
| Alberta Investment Management Corp | 10,447 | $589.9K | 0.01% | +2,800+36.6% | Added |
| Blair William & Co | 10,492 | $592.5K | 0.00% | −1,012−8.8% | Reduced |
| HighTower Advisors, LLC | 10,470 | $593.0K | 0.00% | −468−4.3% | Reduced |
| Old National Bancorp | 10,693 | $603.8K | 0.02% | +1,688+18.7% | Added |
| Cetera Advisor Networks LLC | 10,962 | $619.0K | 0.00% | +2,276+26.2% | Added |
| Cumberland Partners Ltd | 11,000 | $621.2K | 0.06% | +11,000 | New |
| AlphaMark Advisors, LLC | 11,060 | $625.0K | 0.28% | +1,081+10.8% | Added |
| CastleKnight Management LP | 11,100 | $626.8K | 0.16% | 00.0% | Unchanged |
| Ethic Inc. | 11,146 | $629.4K | 0.03% | +11,146 | New |
| Trust Co of Vermont | 11,574 | $653.6K | 0.05% | −2,539−18.0% | Reduced |
| State of Michigan Retirement System | 11,670 | $659.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,770 | $664.7K | 0.24% | +2,185+22.8% | Added |
| MBM Wealth Consultants, LLC | 10,462 | $670.0K | 0.28% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $677.6K | 0.00% | −16,453−57.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,544 | $708.4K | 0.00% | −9,665−43.5% | Reduced |
| SYSTM Wealth Solutions LLC | 12,765 | $720.9K | 0.11% | −30.0% | Reduced |
| Salvus Wealth Management, LLC | 12,782 | $721.8K | 0.58% | −46−0.4% | Reduced |
| Captrust Financial Advisors | 12,916 | $729.4K | 0.00% | +97+0.8% | Added |
| Fiera Capital Corp | 13,260 | $748.8K | 0.00% | +3,599+37.3% | Added |
| Cyrus J. Lawrence, LLC | 13,372 | $755.0K | 0.22% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 13,610 | $768.6K | 0.00% | +3,379+33.0% | Added |
| 44 Wealth Management LLC | 13,636 | $770.0K | 0.26% | +2,278+20.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 13,810 | $779.9K | 0.00% | +13,810 | New |
| Archford Capital Strategies, LLC | 14,182 | $782.7K | 0.16% | +1,741+14.0% | Added |
| Public Sector Pension Investment Board | 13,975 | $789.2K | 0.01% | +1,654+13.4% | Added |
| Ayrshire Capital Management LLC | 13,988 | $789.9K | 0.54% | +85+0.6% | Added |
| Roundview Capital LLC | 14,134 | $798.1K | 0.08% | +898+6.8% | Added |
| Nordea Investment Management AB | 14,457 | $805.8K | 0.00% | −221,788−93.9% | Reduced |
| PEAK6 Investments LLC | 14,423 | $814.5K | 0.05% | −34,410−70.5% | Reduced |
| Ascent Group, LLC | 14,465 | $816.8K | 0.09% | +6,885+90.8% | Added |
| Schechter Investment Advisors, LLC | 14,856 | $838.9K | 0.08% | +754+5.3% | Added |
| Aurora Investment Counsel | 14,920 | $842.5K | 0.55% | −235−1.6% | Reduced |
| First Hawaiian Bank | 15,165 | $856.4K | 0.03% | −510−3.3% | Reduced |
| DuPont Capital Management Corp | 15,277 | $862.7K | 0.04% | −5,769−27.4% | Reduced |
| Bessemer Group Inc | 15,396 | $870.0K | 0.00% | −1,241−7.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 15,500 | $875.3K | 0.14% | −15,500−50.0% | Reduced |
| Van Eck Associates Corp | 15,620 | $882.0K | 0.00% | +2,362+17.8% | Added |
| Kensington Investment Counsel, LLC | 15,878 | $896.6K | 0.68% | −1,685−9.6% | Reduced |
| American Century Companies Inc | 15,882 | $896.9K | 0.00% | +9,787+160.6% | Added |
| Kula Investments, LLC | 15,936 | $899.9K | 0.22% | +15,936 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,972 | $901.9K | 0.02% | +23+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 16,621 | $939.0K | 0.12% | +8,379+101.7% | Added |
| Argent Trust Co | 16,822 | $949.9K | 0.06% | +7,641+83.2% | Added |
| SG Americas Securities, LLC | 16,929 | $956.0K | 0.01% | −2,257−11.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,068 | $963.8K | 0.02% | +17,068 | New |
| Maryland State Retirement & Pension System | 17,119 | $966.7K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 17,305 | $977.2K | 0.03% | −622−3.5% | Reduced |
| Byrne Asset Management LLC | 17,405 | $983.0K | 0.70% | −1,185−6.4% | Reduced |
| Groesbeck Investment Management Corp | 18,073 | $1.02M | 1.53% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 18,152 | $1.02M | 0.03% | +413+2.3% | Added |
| Westpac Banking Corp | 18,268 | $1.03M | 0.01% | −7,515−29.1% | Reduced |
| Raymond James Trust N.A. | 18,895 | $1.07M | 0.03% | +882+4.9% | Added |
| CM Wealth Advisors LLC | 19,642 | $1.08M | 0.21% | +19,642 | New |
| Mariner, LLC | 19,163 | $1.08M | 0.00% | −346−1.8% | Reduced |
| British Columbia Investment Management Corp | 20,185 | $1.14M | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 20,507 | $1.16M | 0.01% | −2,009−8.9% | Reduced |
| Guggenheim Capital LLC | 21,155 | $1.19M | 0.01% | −6,464−23.4% | Reduced |
| Summit Global Investments | 21,913 | $1.24M | 0.10% | +8,388+62.0% | Added |
| Quantinno Capital Management LP | 21,917 | $1.24M | 0.08% | −7,063−24.4% | Reduced |
| Palisade Capital Management LLC | 22,021 | $1.24M | 0.03% | +3,154+16.7% | Added |
| Principal Financial Group Inc | 22,056 | $1.25M | 0.00% | +906+4.3% | Added |
| Cubist Systematic Strategies, LLC | 22,065 | $1.25M | 0.01% | +794+3.7% | Added |
| Foresight Global Investors, Inc. | 22,144 | $1.25M | 0.90% | +22,144 | New |
| Man Group plc | – | $1.26M | 0.00% | – | – |
| Natixis Investment Managers International | 22,600 | $1.28M | 0.10% | −2,520−10.0% | Reduced |
| FORA Capital, LLC | 22,797 | $1.29M | 0.13% | +22,797 | New |
| Amalgamated Bank | 23,049 | $1.30M | 0.01% | +600+2.7% | Added |
| Advisor Group Holdings, Inc. | 23,478 | $1.33M | 0.00% | −2,360−9.1% | Reduced |
| Waratah Capital Advisors Ltd. | 24,485 | $1.38M | 0.07% | +24,485 | New |
| Rothschild Investment Corp | 24,672 | $1.39M | 0.12% | +9,876+66.7% | Added |
| Nissay Asset Management Corp | 24,703 | $1.39M | 0.01% | −1,456−5.6% | Reduced |
| Wealthfront Advisers LLC | 24,789 | $1.40M | 0.01% | −9,665−28.1% | Reduced |
| Teacher Retirement System of Texas | 25,216 | $1.42M | 0.01% | −24,688−49.5% | Reduced |
| State of Alaska, Department of Revenue | 25,623 | $1.45M | 0.02% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 25,785 | $1.46M | 0.93% | +1,521+6.3% | Added |
| Prescott Group Capital Management, L.L.C. | 26,284 | $1.48M | 0.35% | +26,284 | New |
| TD Private Client Wealth LLC | 26,507 | $1.50M | 0.07% | +2,142+8.8% | Added |
| Bokf, NA | 26,614 | $1.50M | 0.03% | +113+0.4% | Added |
| Prudential Financial Inc | 27,509 | $1.55M | 0.00% | −415,986−93.8% | Reduced |
| United Capital Financial Advisers, LLC | 27,581 | $1.56M | 0.01% | +475+1.8% | Added |
| FourThought Financial Partners, LLC | 27,800 | $1.57M | 0.22% | −2,158−7.2% | Reduced |
| Simplex Trading, LLC | 27,849 | $1.57M | 0.07% | +20,452+276.5% | Added |
| Douglas Lane & Associates, LLC | 28,042 | $1.58M | 0.03% | −13,816−33.0% | Reduced |
| Intech Investment Management LLC | 28,457 | $1.61M | 0.01% | −732−2.5% | Reduced |
| Neuberger Berman Group LLC | 28,538 | $1.61M | 0.00% | −1,975−6.5% | Reduced |
| US Bancorp | 28,867 | $1.63M | 0.00% | −1,555−5.1% | Reduced |
| Fisher Asset Management, LLC | 29,103 | $1.64M | 0.00% | −1,547−5.0% | Reduced |
| Mercer Global Advisors Inc | 29,596 | $1.67M | 0.01% | −26,861−47.6% | Reduced |
| Prana Capital Management, LP | 30,097 | $1.70M | 0.14% | +30,097 | New |
| Gulf International Bank (UK) Ltd | 30,170 | $1.70M | 0.04% | −8,707−22.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 30,995 | $1.75M | 0.03% | −312,005−91.0% | Reduced |
| Hudson Value Partners, LLC | 31,188 | $1.76M | 1.00% | +603+2.0% | Added |
| Burney Co | 31,423 | $1.77M | 0.09% | +10,140+47.6% | Added |
| Aviva PLC | 31,892 | $1.80M | 0.01% | −154,045−82.8% | Reduced |