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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 14,457 | $805.8K | 0.00% | −221,788−93.9% | Reduced |
| Roundview Capital LLC | 14,134 | $798.1K | 0.08% | +898+6.8% | Added |
| Ayrshire Capital Management LLC | 13,988 | $789.9K | 0.54% | +85+0.6% | Added |
| Public Sector Pension Investment Board | 13,975 | $789.2K | 0.01% | +1,654+13.4% | Added |
| Archford Capital Strategies, LLC | 14,182 | $782.7K | 0.16% | +1,741+14.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 13,810 | $779.9K | 0.00% | +13,810 | New |
| 44 Wealth Management LLC | 13,636 | $770.0K | 0.26% | +2,278+20.1% | Added |
| CI Private Wealth, LLC | 13,610 | $768.6K | 0.00% | +3,379+33.0% | Added |
| Cyrus J. Lawrence, LLC | 13,372 | $755.0K | 0.22% | 00.0% | Unchanged |
| Fiera Capital Corp | 13,260 | $748.8K | 0.00% | +3,599+37.3% | Added |
| Captrust Financial Advisors | 12,916 | $729.4K | 0.00% | +97+0.8% | Added |
| Salvus Wealth Management, LLC | 12,782 | $721.8K | 0.58% | −46−0.4% | Reduced |
| SYSTM Wealth Solutions LLC | 12,765 | $720.9K | 0.11% | −30.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,544 | $708.4K | 0.00% | −9,665−43.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $677.6K | 0.00% | −16,453−57.8% | Reduced |
| MBM Wealth Consultants, LLC | 10,462 | $670.0K | 0.28% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,770 | $664.7K | 0.24% | +2,185+22.8% | Added |
| State of Michigan Retirement System | 11,670 | $659.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 11,574 | $653.6K | 0.05% | −2,539−18.0% | Reduced |
| Ethic Inc. | 11,146 | $629.4K | 0.03% | +11,146 | New |
| CastleKnight Management LP | 11,100 | $626.8K | 0.16% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 11,060 | $625.0K | 0.28% | +1,081+10.8% | Added |
| Cumberland Partners Ltd | 11,000 | $621.2K | 0.06% | +11,000 | New |
| Cetera Advisor Networks LLC | 10,962 | $619.0K | 0.00% | +2,276+26.2% | Added |
| Old National Bancorp | 10,693 | $603.8K | 0.02% | +1,688+18.7% | Added |
| HighTower Advisors, LLC | 10,470 | $593.0K | 0.00% | −468−4.3% | Reduced |
| Blair William & Co | 10,492 | $592.5K | 0.00% | −1,012−8.8% | Reduced |
| Alberta Investment Management Corp | 10,447 | $589.9K | 0.01% | +2,800+36.6% | Added |
| Carmignac Gestion | 10,439 | $589.5K | 0.01% | +7,414+245.1% | Added |
| M&T Bank Corp | 10,348 | $584.1K | 0.00% | −2,319−18.3% | Reduced |
| Echo Street Capital Management LLC | 10,189 | $575.4K | 0.01% | +10,189 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,153 | $573.0K | 0.02% | +450+4.6% | Added |
| Meiji Yasuda Life Insurance Co | 10,105 | $571.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 10,004 | $564.9K | 0.00% | +51+0.5% | Added |
| Virtu Financial LLC | 9,962 | $563.0K | 0.06% | +9,962 | New |
| Wright Investors Service Inc | 9,966 | $562.8K | 0.16% | −2,391−19.3% | Reduced |
| Chicago Trust Co NA | 9,901 | $559.1K | 0.14% | +3,404+52.4% | Added |
| JustInvest LLC | 9,625 | $543.5K | 0.02% | +192+2.0% | Added |
| Coastal Investment Advisors, Inc. | 9,593 | $541.7K | 0.13% | +3,319+52.9% | Added |
| Vestcor Inc | 9,271 | $524.0K | 0.02% | −954−9.3% | Reduced |
| Prudent Man Advisors, LLC | 9,266 | $523.0K | 0.20% | −200−2.1% | Reduced |
| Panagora Asset Management Inc | 9,095 | $513.6K | 0.00% | −11,946−56.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,083 | $512.9K | 0.05% | +88+1.0% | Added |
| Spouting Rock Asset Management, LLC | 9,016 | $509.1K | 0.18% | +9,016 | New |
| Toroso Investments, LLC | 9,010 | $509.0K | 0.02% | +9,010 | New |
| Engineers Gate Manager LP | 8,963 | $506.1K | 0.02% | −1,838−17.0% | Reduced |
| Wedge Capital Management L L P | 8,668 | $489.5K | 0.01% | −1,544−15.1% | Reduced |
| Oak Thistle LLC | 8,628 | $487.2K | 0.29% | +8,628 | New |
| ASB Consultores, LLC | 8,468 | $478.2K | 0.19% | −163−1.9% | Reduced |
| Boothbay Fund Management, LLC | 8,406 | $474.7K | 0.01% | −63,920−88.4% | Reduced |
| Snowden Capital Advisors LLC | 8,341 | $471.0K | 0.02% | +849+11.3% | Added |
| Commonwealth Equity Services, LLC | 8,220 | $464.0K | 0.00% | −1,168−12.4% | Reduced |
| Cetera Investment Advisers | 8,147 | $460.1K | 0.00% | −1,243−13.2% | Reduced |
| Kestra Private Wealth Services, LLC | 8,088 | $456.7K | 0.02% | +8,088 | New |
| Graypoint LLC | 7,973 | $450.3K | 0.05% | +91+1.2% | Added |
| Xponance, Inc. | 7,832 | $442.3K | 0.01% | +41+0.5% | Added |
| Meixler Investment Management, Ltd. | 7,756 | $438.0K | 0.43% | −672−8.0% | Reduced |
| Veritable, L.P. | 7,628 | $430.8K | 0.01% | +1,095+16.8% | Added |
| CIBC Asset Management Inc | 7,601 | $429.2K | 0.00% | −566−6.9% | Reduced |
| Manufacturers Life Insurance Company, The | 7,597 | $429.0K | 0.00% | +14+0.2% | Added |
| Bayesian Capital Management, LP | 7,500 | $423.5K | 0.05% | −12,426−62.4% | Reduced |
| AdvisorShares Investments LLC | 7,319 | $413.3K | 0.13% | +7,319 | New |
| Jackson Creek Investment Advisors LLC | 7,174 | $405.0K | 0.17% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,046 | $397.9K | 0.08% | +7,046 | New |
| Greenleaf Trust | 6,992 | $394.8K | 0.00% | −30−0.4% | Reduced |
| 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 |
| Carret Asset Management, LLC | 6,715 | $379.0K | 0.05% | +500+8.0% | Added |
| Federation des caisses Desjardins du Quebec | 6,660 | $376.1K | 0.00% | −13,068−66.2% | Reduced |
| CWM Advisors, LLC | 6,635 | $374.7K | 0.05% | +39+0.6% | Added |
| Wetherby Asset Management Inc | 6,592 | $372.3K | 0.02% | +1,008+18.1% | Added |
| Legacy Capital Wealth Partners, LLC | 6,535 | $369.0K | 0.10% | +6,535 | New |
| Umb Bank N A | 6,500 | $367.1K | 0.01% | −336−4.9% | Reduced |
| Summit Trail Advisors, LLC | 6,432 | $363.2K | 0.01% | +313+5.1% | Added |
| Nicolet Bankshares Inc | 6,340 | $358.0K | 0.12% | 00.0% | Unchanged |
| Creative Planning | 6,291 | $355.3K | 0.00% | +148+2.4% | Added |
| Blueshift Asset Management, LLC | 6,190 | $349.5K | 0.15% | +6,190 | New |
| Baird Financial Group, Inc. | 6,145 | $347.0K | 0.00% | +6,145 | New |
| New World Advisors LLC | 6,050 | $341.6K | 0.13% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 6,006 | $339.2K | 0.01% | +1,369+29.5% | Added |
| Shell Asset Management Co | 5,974 | $337.0K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 5,923 | $334.0K | 0.03% | +15+0.3% | Added |
| Valley National Advisers Inc | 5,811 | $329.0K | 0.06% | −271−4.5% | Reduced |
| 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 |
| Tokio Marine Asset Management Co Ltd | 5,701 | $321.9K | 0.02% | +933+19.6% | Added |
| Dynamic Advisor Solutions LLC | 5,641 | $318.5K | 0.02% | +5,641 | New |
| Desjardins Global Asset Management Inc. | 5,573 | $315.0K | 0.04% | −975−14.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,440 | $307.2K | 0.01% | +5,440 | New |
| Lincoln National Corp | 5,440 | $307.2K | 0.01% | +93+1.7% | Added |
| Exencial Wealth Advisors, LLC | 5,417 | $305.9K | 0.02% | +363+7.2% | Added |
| Mount Yale Investment Advisors, LLC | 5,405 | $305.2K | 0.03% | +5,405 | New |
| FDx Advisors, Inc. | 5,753 | $300.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,225 | $295.0K | 0.02% | 00.0% | Unchanged |
| Compton Capital Management Inc | 5,200 | $293.6K | 0.63% | −6,800−56.7% | Reduced |
| 9258 Wealth Management, LLC | 5,063 | $285.9K | 0.06% | +5+0.1% | Added |
| Community Capital Management, Inc. | 5,000 | $282.4K | 0.37% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,995 | $282.1K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 4,840 | $274.0K | 0.02% | −225−4.4% | Reduced |
| NinePointTwo Capital | 4,682 | $264.0K | 0.10% | +4,682 | New |