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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 4,581 | $258.7K | 0.05% | −22−0.5% | Reduced |
| MetLife Investment Management | 4,570 | $258.1K | 0.00% | +10+0.2% | Added |
| Bank of Nova Scotia | 4,553 | $257.1K | 0.00% | −185,389−97.6% | Reduced |
| Anchor Investment Management, LLC | 4,538 | $256.3K | 0.03% | −416−8.4% | Reduced |
| Kestra Advisory Services, LLC | 4,535 | $256.1K | 0.00% | −3,868−46.0% | Reduced |
| CIBC Private Wealth Group, LLC | 4,498 | $254.0K | 0.00% | +4,498 | New |
| Rockefeller Capital Management L.P. | 4,504 | $254.0K | 0.00% | +1,217+37.0% | Added |
| Tower Research Capital LLC (TRC) | 4,465 | $252.0K | 0.01% | +4,037+943.2% | Added |
| SRS Capital Advisors, Inc. | 4,418 | $249.5K | 0.03% | +205+4.9% | Added |
| Signaturefd, LLC | 4,370 | $246.8K | 0.01% | +127+3.0% | Added |
| Oliver Luxxe Assets LLC | 4,317 | $243.8K | 0.06% | +4,317 | New |
| Integrated Investment Consultants, LLC | 4,292 | $242.4K | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,240 | $239.4K | 0.01% | +4,240 | New |
| Yousif Capital Management, LLC | 4,237 | $239.3K | 0.00% | −30−0.7% | Reduced |
| Sawtooth Solutions, LLC | 4,201 | $237.2K | 0.01% | +4,201 | New |
| Bleakley Financial Group, LLC | 4,165 | $235.2K | 0.01% | +168+4.2% | Added |
| Wealth Alliance | 4,158 | $234.8K | 0.04% | +247+6.3% | Added |
| GWM Advisors LLC | 4,141 | $233.9K | 0.00% | +3,839+1,271.2% | Added |
| Southeast Asset Advisors Inc. | 4,055 | $229.0K | 0.03% | +4,055 | New |
| Sky Investment Group LLC | 4,050 | $228.7K | 0.05% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,010 | $226.4K | 0.01% | −710−15.0% | Reduced |
| Banque Cantonale Vaudoise | 4,015 | $226.0K | 0.01% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 4,000 | $225.9K | 0.47% | +4,000 | New |
| Cerity Partners LLC | 3,987 | $225.1K | 0.00% | +3,987 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4,000 | $220.0K | 0.09% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 3,564 | $201.3K | 0.01% | +3,564 | New |
| Aquatic Capital Management LLC | 3,400 | $192.0K | 0.01% | −10,200−75.0% | Reduced |
| Seaport Global Advisors, LLC | 3,110 | $175.6K | 0.55% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 3,096 | $175.0K | 0.00% | +599+24.0% | Added |
| Ostrum Asset Management | 2,860 | $161.5K | 0.01% | +2,860 | New |
| Dark Forest Capital Management LP | 2,542 | $143.5K | 0.03% | +2,542 | New |
| American International Group, Inc. | 2,220 | $125.4K | 0.00% | −49−2.2% | Reduced |
| CWM, LLC | 2,110 | $119.0K | 0.00% | −73−3.3% | Reduced |
| State of Wyoming | 2,052 | $115.9K | 0.04% | +733+55.6% | Added |
| Tortoise Investment Management, LLC | 2,000 | $112.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,997 | $112.8K | 0.00% | +1,997 | New |
| Nisa Investment Advisors, LLC | 1,820 | $103.0K | 0.00% | −78,745−97.7% | Reduced |
| First Manhattan Co | 1,816 | $102.5K | 0.00% | −63−3.4% | Reduced |
| Ossiam | 1,811 | $102.3K | 0.00% | +272+17.7% | Added |
| Kapitalo Investimentos Ltda | 1,810 | $102.2K | 0.03% | +1,810 | New |
| Quadrant Capital Group LLC | 1,757 | $99.2K | 0.01% | +166+10.4% | Added |
| Advisory Services Network, LLC | 1,717 | $97.0K | 0.00% | +157+10.1% | Added |
| Clearstead Advisors, LLC | 1,565 | $88.4K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,519 | $85.8K | 0.00% | +755+98.8% | Added |
| Natixis | 1,490 | $84.1K | 0.00% | +864+138.0% | Added |
| Covestor Ltd | 1,422 | $80.0K | 0.07% | −138−8.8% | Reduced |
| Proequities, Inc. | 1,288 | $72.7K | 0.01% | +149+13.1% | Added |
| First Horizon Advisors, Inc. | 1,274 | $71.9K | 0.00% | +147+13.0% | Added |
| Fifth Third Bancorp | 1,241 | $70.1K | 0.00% | −583−32.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,165 | $65.8K | 0.01% | +341+41.4% | Added |
| Penserra Capital Management LLC | 1,153 | $65.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 997 | $56.0K | 0.00% | +997 | New |
| Caldwell Trust Co | 872 | $49.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 869 | $49.1K | 0.01% | −98−10.1% | Reduced |
| National Bank of Canada | 832 | $47.0K | 0.00% | −10,695−92.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 765 | $43.2K | 0.00% | +153+25.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 716 | $40.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 658 | $37.2K | 0.03% | +2+0.3% | Added |
| Machina Capital S.A.S. | 571 | $32.2K | 0.03% | +571 | New |
| Bellevue Asset Management, LLC | 522 | $29.5K | 0.02% | +2+0.4% | Added |
| Harbour Investments, Inc. | 520 | $29.4K | 0.00% | +408+364.3% | Added |
| Ellevest, Inc. | 497 | $28.1K | 0.00% | +310+165.8% | Added |
| Global Retirement Partners, LLC | 508 | $27.9K | 0.00% | +131+34.7% | Added |
| Allworth Financial LP | 481 | $27.2K | 0.00% | +12+2.6% | Added |
| KB Financial Partners, LLC | 457 | $26.0K | 0.01% | −53−10.4% | Reduced |
| RFP Financial Group LLC | 449 | $25.4K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 420 | $23.7K | 0.00% | +420 | New |
| Newbridge Financial Services Group, Inc. | 383 | $21.6K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 360 | $20.3K | 0.01% | +360 | New |
| Carolinas Wealth Consulting LLC | 352 | $19.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 325 | $18.4K | 0.00% | +1+0.3% | Added |
| Quarry LP | 324 | $18.3K | 0.01% | +242+295.1% | Added |
| Salem Investment Counselors Inc | 310 | $17.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 279 | $15.8K | 0.00% | +278+27,800.0% | Added |
| Ameritas Advisory Services, LLC | 275 | $15.5K | 0.00% | +275 | New |
| Farther Finance Advisors, LLC | 272 | $15.4K | 0.00% | +32+13.3% | Added |
| Tucker Asset Management LLC | 216 | $12.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 201 | $11.4K | 0.00% | −47−19.0% | Reduced |
| West Paces Advisors Inc. | 200 | $11.3K | 0.00% | +200 | New |
| IFP Advisors, Inc | 202 | $11.1K | 0.00% | −80−28.4% | Reduced |
| Ronald Blue Trust, Inc. | 212 | $11.0K | 0.00% | −1−0.5% | Reduced |
| WR Wealth Planners, LLC | 188 | $10.6K | 0.00% | +188 | New |
| JFS Wealth Advisors, LLC | 186 | $10.5K | 0.00% | −1−0.5% | Reduced |
| Larson Financial Group LLC | 184 | $10.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 183 | $10.3K | 0.00% | +7+4.0% | Added |
| Lindbrook Capital, LLC | 183 | $10.3K | 0.00% | +8+4.6% | Added |
| Glassman Wealth Services | 178 | $10.1K | 0.00% | −3−1.7% | Reduced |
| Front Row Advisors LLC | 178 | $10.0K | 0.00% | +29+19.5% | Added |
| Jones Financial Companies LLLP | 173 | $9.77K | 0.00% | +167+2,783.3% | Added |
| Capital Advisors, Ltd. LLC | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 156 | $8.81K | 0.01% | +156 | New |
| Colonial Trust Co | 154 | $8.54K | 0.00% | −2−1.3% | Reduced |
| CVA Family Office, LLC | 150 | $8.47K | 0.00% | +20+15.4% | Added |
| Hollencrest Capital Management | 145 | $8.19K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 140 | $7.91K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $7.46K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 128 | $7.00K | 0.00% | +96+300.0% | Added |
| Benjamin Edwards Inc | 105 | $6.00K | 0.00% | −70−40.0% | Reduced |
| Northwest Investment Counselors, LLC | 100 | $5.65K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $5.65K | 0.00% | 00.0% | Unchanged |