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 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 128,222 | $7.24M | 0.47% | +80.0% | Added |
| Citigroup Inc | 140,110 | $7.91M | 0.01% | +29,826+27.0% | Added |
| HSBC Holdings PLC | 145,817 | $8.23M | 0.01% | −69,570−32.3% | Reduced |
| River Road Asset Management, LLC | 146,419 | $8.27M | 0.11% | −1,840−1.2% | Reduced |
| Hudson Bay Capital Management LP | 150,000 | $8.47M | 0.09% | +150,000 | New |
| Kirr Marbach & Co LLC | 151,353 | $8.55M | 2.65% | +15,901+11.7% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 155,728 | $8.79M | 0.53% | −251,885−61.8% | Reduced |
| Andra AP-fonden | 156,000 | $8.81M | 0.23% | −20,200−11.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 157,167 | $8.88M | 0.12% | +3,700+2.4% | Added |
| Olstein Capital Management, L.P. | 158,000 | $8.92M | 1.40% | −15,000−8.7% | Reduced |
| Stephens Inc | 161,873 | $9.14M | 0.18% | +1,902+1.2% | Added |
| North Point Portfolio Managers Corp | 168,744 | $9.53M | 1.52% | −327−0.2% | Reduced |
| Susquehanna International Group, LLP | 173,950 | $9.82M | 0.02% | −5,128−2.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 177,267 | $10.0M | 0.17% | −76,366−30.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 181,431 | $10.1M | 1.23% | +7,465+4.3% | Added |
| Victory Capital Management Inc | 179,261 | $10.1M | 0.01% | −13,291−6.9% | Reduced |
| Heron Bay Capital Management | 183,329 | $10.4M | 4.02% | +83,424+83.5% | Added |
| Handelsbanken Fonder AB | 187,115 | $10.6M | 0.06% | +3,573+1.9% | Added |
| APG Asset Management N.V. | 203,373 | $10.6M | 0.02% | −36,141−15.1% | Reduced |
| Stifel Financial Corp | 189,298 | $10.7M | 0.02% | +29,678+18.6% | Added |
| Investment Management Associates Inc | 192,744 | $10.9M | 4.49% | +18,070+10.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 193,893 | $10.9M | 1.11% | −153−0.1% | Reduced |
| Royal Bank of Canada | 199,054 | $11.2M | 0.00% | −11,209−5.3% | Reduced |
| Phase 2 Partners, LLC | 200,943 | $11.3M | 4.89% | +30,572+17.9% | Added |
| Truist Financial Corp | 204,541 | $11.6M | 0.02% | +173,864+566.8% | Added |
| Norris Perne & French LLP | 204,753 | $11.6M | 1.06% | +3,914+1.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 205,365 | $11.6M | 0.14% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 210,129 | $11.9M | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 213,397 | $12.1M | 0.01% | +48,642+29.5% | Added |
| Rivermont Capital Management LP | 214,927 | $12.1M | 6.68% | +78,063+57.0% | Added |
| Macquarie Group Ltd | 216,049 | $12.2M | 0.01% | +1,402+0.7% | Added |
| Allianz Asset Management GmbH | 219,178 | $12.4M | 0.03% | −212,195−49.2% | Reduced |
| ClariVest Asset Management LLC | 219,753 | $12.4M | 0.55% | −7,200−3.2% | Reduced |
| Incline Global Management LLC | 228,704 | $12.9M | 3.71% | −133,895−36.9% | Reduced |
| New York State Common Retirement Fund | 231,997 | $13.1M | 0.02% | −42,195−15.4% | Reduced |
| Bank of Montreal | 234,434 | $13.3M | 0.01% | +41,108+21.3% | Added |
| Hallmark Capital Management Inc | 236,565 | $13.4M | 1.22% | +10,728+4.8% | Added |
| Credit Suisse AG | 237,079 | $13.4M | 0.01% | −2,837−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 253,867 | $14.3M | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 256,520 | $14.5M | 0.02% | −15,369−5.7% | Reduced |
| DRH Investments, Inc. | 266,663 | $15.1M | 12.47% | −4,141−1.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 270,860 | $15.3M | 0.19% | −6,899−2.5% | Reduced |
| Massachusetts Financial Services Co | 272,849 | $15.4M | 0.01% | +26,980+11.0% | Added |
| ZWJ Investment Counsel Inc | 278,388 | $15.7M | 0.87% | +19,499+7.5% | Added |
| Ensign Peak Advisors, Inc | 287,875 | $16.3M | 0.04% | −16,722−5.5% | Reduced |
| Bradley Foster & Sargent Inc | 290,128 | $16.4M | 0.39% | −28,162−8.8% | Reduced |
| Barclays PLC | 297,637 | $16.8M | 0.02% | −242,200−44.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 300,000 | $16.9M | 0.04% | +300,000 | New |
| HRT Financial LP | 306,929 | $17.3M | 0.21% | −120,841−28.2% | Reduced |
| Hudson Way Capital Management LLC | 309,332 | $17.5M | 4.35% | +309,332 | New |
| Capital Investment Services of America, Inc. | 311,320 | $17.6M | 2.12% | +10,876+3.6% | Added |
| Peregrine Capital Management LLC | 317,205 | $17.9M | 0.52% | +36,540+13.0% | Added |
| Envestnet Asset Management Inc | 319,921 | $18.1M | 0.01% | −1,466−0.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 332,894 | $18.8M | 0.05% | +1,538+0.5% | Added |
| Robeco Institutional Asset Management B.V. | 340,830 | $19.2M | 0.05% | −25,000−6.8% | Reduced |
| Polar Capital Holdings Plc | 359,631 | $20.3M | 0.15% | −4,625−1.3% | Reduced |
| Invesco Ltd. | 376,025 | $21.2M | 0.01% | +4,879+1.3% | Added |
| California State Teachers Retirement System | 377,697 | $21.3M | 0.03% | −6,801−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 390,426 | $22.0M | 0.05% | +37,816+10.7% | Added |
| Qube Research & Technologies Ltd | 391,803 | $22.1M | 0.13% | −150,907−27.8% | Reduced |
| Storebrand Asset Management AS | 402,361 | $22.7M | 0.12% | −21,228−5.0% | Reduced |
| Nuveen Asset Management, LLC | 418,514 | $23.6M | 0.01% | −6,294−1.5% | Reduced |
| Russell Investments Group, Ltd. | 418,958 | $23.7M | 0.05% | +44,334+11.8% | Added |
| Schwartz Investment Counsel Inc | 425,000 | $24.0M | 1.05% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 429,974 | $24.3M | 0.08% | +119,126+38.3% | Added |
| Deutsche Bank AG | 431,585 | $24.4M | 0.01% | −221,812−33.9% | Reduced |
| FIL Ltd | 444,392 | $25.1M | 0.03% | −9,551−2.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 445,597 | $25.2M | 0.03% | −871,073−66.2% | Reduced |
| Reinhart Partners, Inc. | 453,748 | $25.6M | 1.39% | +83,305+22.5% | Added |
| AQR Capital Management LLC | 472,512 | $26.3M | 0.06% | −492,455−51.0% | Reduced |
| Ameriprise Financial Inc | 466,493 | $26.3M | 0.01% | −66,786−12.5% | Reduced |
| Raymond James & Associates | 494,707 | $27.9M | 0.02% | +25,733+5.5% | Added |
| Capital International Investors | 506,934 | $28.6M | 0.01% | +532+0.1% | Added |
| LSV Asset Management | 513,803 | $29.0M | 0.07% | +31,200+6.5% | Added |
| Voss Capital, LLC | 526,954 | $29.8M | 3.83% | +471,083+843.2% | Added |
| North Star Asset Management Inc | 537,887 | $30.4M | 1.79% | +8,478+1.6% | Added |
| UBS Group AG | 562,230 | $31.7M | 0.01% | +253,031+81.8% | Added |
| JPMorgan Chase & Co | 577,741 | $32.6M | 0.00% | −4,318−0.7% | Reduced |
| New South Capital Management Inc | 581,317 | $32.8M | 1.49% | −12,635−2.1% | Reduced |
| Harbor Spring Capital, LLC | 589,000 | $33.3M | 13.39% | −80,372−12.0% | Reduced |
| Evercore Wealth Management, LLC | 601,053 | $33.9M | 0.68% | −89,647−13.0% | Reduced |
| KBC Group NV | 616,613 | $34.8M | 0.15% | −196,052−24.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 628,583 | $35.5M | 0.03% | −8,602−1.4% | Reduced |
| First Trust Advisors LP | 637,378 | $36.0M | 0.04% | +93,012+17.1% | Added |
| GMT Capital Corp | 663,000 | $37.4M | 1.47% | −62,700−8.6% | Reduced |
| Charles Schwab Investment Management Inc | 719,933 | $40.7M | 0.01% | +13,410+1.9% | Added |
| Wells Fargo & Company | 727,528 | $41.1M | 0.01% | −82,519−10.2% | Reduced |
| Sunriver Management LLC | 736,888 | $41.6M | 8.68% | −330,279−30.9% | Reduced |
| Broad Run Investment Management, LLC | 749,249 | $42.3M | 5.04% | −55,922−6.9% | Reduced |
| Great Lakes Advisors, LLC | 758,143 | $42.8M | 0.39% | +23,753+3.2% | Added |
| Anchor Capital Advisors LLC | 806,525 | $45.5M | 1.20% | −218,751−21.3% | Reduced |
| UBS Asset Management Americas Inc | 811,509 | $45.8M | 0.02% | +9,443+1.2% | Added |
| Amundi | 844,824 | $46.6M | 0.03% | +239,270+39.5% | Added |
| Mackenzie Financial Corp | 851,837 | $48.1M | 0.08% | −8,192−1.0% | Reduced |
| Cornerstone Investment Partners, LLC | 884,047 | $49.9M | 3.31% | −15,592−1.7% | Reduced |
| Invenomic Capital Management LP | 895,680 | $50.6M | 2.88% | +331,537+58.8% | Added |
| Swiss National Bank | 899,800 | $50.8M | 0.03% | −33,100−3.5% | Reduced |
| Goldman Sachs Group Inc | 907,394 | $51.2M | 0.01% | −486,992−34.9% | Reduced |
| Morgan Stanley | 913,229 | $51.6M | 0.01% | −86,180−8.6% | Reduced |
| Mawer Investment Management Ltd. | 932,517 | $52.7M | 0.29% | +33,679+3.7% | Added |