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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 95 | $5.37K | 0.00% | +95 | New |
| Venturi Wealth Management, LLC | 88 | $4.97K | 0.00% | +88 | New |
| Pinnacle Bancorp, Inc. | 88 | $4.97K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 87 | $4.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 81 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $4.01K | 0.00% | +9+14.5% | Added |
| Earnest Partners LLC | 63 | $3.56K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 61 | $3.44K | 0.00% | +24+64.9% | Added |
| Spire Wealth Management | 57 | $3.22K | 0.00% | +57 | New |
| Coston, McIsaac & Partners | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 52 | $2.94K | 0.00% | +2+4.0% | Added |
| TFC Financial Management | 50 | $2.82K | 0.00% | +50 | New |
| Carmichael Hill & Associates, Inc. | 49 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 47 | $2.65K | 0.00% | +31+193.8% | Added |
| Bartlett & Co. Wealth Management LLC | 43 | $2.43K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 41 | $2.31K | 0.00% | +9+28.1% | Added |
| Thompson Siegel & Walmsley LLC | 29 | $2.00K | 0.00% | −37−56.1% | Reduced |
| Bartlett & Co. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $1.98K | 0.00% | −1−2.8% | Reduced |
| SJS Investment Consulting Inc. | 35 | $1.98K | 0.00% | +9+34.6% | Added |
| Disciplined Investments, LLC | 32 | $1.81K | 0.00% | +11+52.4% | Added |
| FinTrust Capital Advisors, LLC | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 22 | $1.24K | 0.00% | −19−46.3% | Reduced |
| Rosenberg Matthew Hamilton | 21 | $1.19K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 18 | $1.00K | 0.00% | +9+100.0% | Added |
| Avion Wealth | 24 | $1.00K | 0.00% | +24 | New |
| First Financial Corp | 17 | $959 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 14 | $777 | 0.00% | +14 | New |
| Quent Capital, LLC | 11 | $636 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $565 | 0.00% | −23,854−100.0% | Reduced |
| Colonial Trust Advisors | 10 | $565 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $339 | 0.00% | +1+20.0% | Added |
| Hexagon Capital Partners LLC | 6 | $339 | 0.00% | +6 | New |
| JJJ Advisors Inc. | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Eminence Capital, LP | 0 | $0 | 0.00% | −1,288,842−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −259,200−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −132,026−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −85,763−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −79,798−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −76,493−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −66,933−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −66,193−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −56,437−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −52,643−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −45,190−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −44,988−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −42,800−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −41,900−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −41,748−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −40,066−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −40,028−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −32,408−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −31,563−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −28,824−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −27,642−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −18,240−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −15,259−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,244−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −11,386−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −11,012−100.0% | Sold out |
| Seascape Capital Management | 0 | $0 | 0.00% | −10,195−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −8,810−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,031−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −7,474−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −7,245−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,627−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −6,445−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,490−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −4,248−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,146−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −3,986−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,909−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Covey Capital Advisors, LLC | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Autus Asset Management, LLC | – | – | – | – | Not filed |
| Pendal Group Limited | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |