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, Q2 2023
Institutional positions in SS&C Technologies Holdings Inc as of Jun 30, 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
- 529
- −3 vs. Q1 2023
- Shares held
- 208.9M
- −1.53M (−0.7%) vs. Q1 2023
- Total value
- $12.6B
- +$745.8M (+6.3%) vs. Q1 2023
- New holders
- 55
- 188 more added
- Sold out
- 58
- 217 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 416,129 | $0 | 0.00% | +416,129 | New |
| JJJ Advisors Inc. | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 61 | $212 | 0.00% | +61 | New |
| True Wealth Design, LLC | 6 | $364 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $365 | 0.00% | +6 | New |
| Canada Pension Plan Investment Board | 10 | $606 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $606 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11 | $667 | 0.00% | +11 | New |
| Quent Capital, LLC | 11 | $683 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $727 | 0.00% | +6+100.0% | Added |
| Nalls Sherbakoff Group, LLC | 14 | $770 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 15 | $909 | 0.00% | +15 | New |
| Thompson Siegel & Walmsley LLC | 9 | $1.00K | 0.00% | −20−69.0% | Reduced |
| Lazard Asset Management LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.15K | 0.00% | +19 | New |
| FinTrust Capital Advisors, LLC | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 23 | $1.40K | 0.00% | +23 | New |
| Versant Capital Management, Inc | 24 | $1.45K | 0.00% | +24 | New |
| First Capital Advisors Group, LLC. | 30 | $1.82K | 0.00% | +30 | New |
| Baker Avenue Asset Management, LP | 32 | $1.94K | 0.00% | −9−22.0% | Reduced |
| Disciplined Investments, LLC | 33 | $2.00K | 0.00% | +1+3.1% | Added |
| Avion Wealth | 42 | $2.00K | 0.00% | +18+75.0% | Added |
| Manchester Capital Management LLC | 34 | $2.06K | 0.00% | −1−2.9% | Reduced |
| SJS Investment Consulting Inc. | 35 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 43 | $2.61K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $2.97K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 65 | $3.00K | 0.00% | +65 | New |
| Earnest Partners LLC | 63 | $3.82K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 72 | $4.00K | 0.00% | −140−66.0% | Reduced |
| Bell Investment Advisors, Inc | 71 | $4.30K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 87 | $5.27K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 88 | $5.33K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 89 | $5.39K | 0.00% | +8+9.9% | Added |
| West Tower Group, LLC | 94 | $5.70K | 0.00% | +94 | New |
| Northwest Investment Counselors, LLC | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $7.96K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 131 | $8.00K | 0.00% | +26+24.8% | Added |
| PCA Investment Advisory Services Inc. | 137 | $8.32K | 0.00% | +137 | New |
| West Branch Capital LLC | 140 | $8.48K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 145 | $8.79K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 154 | $9.31K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 171 | $10.4K | 0.00% | −17−9.0% | Reduced |
| Glassman Wealth Services | 178 | $10.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 180 | $10.9K | 0.00% | −3−1.6% | Reduced |
| Front Row Advisors LLC | 176 | $11.0K | 0.00% | −2−1.1% | Reduced |
| Larson Financial Group LLC | 184 | $11.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 184 | $11.2K | 0.00% | +1+0.5% | Added |
| JFS Wealth Advisors, LLC | 185 | $11.2K | 0.00% | −1−0.5% | Reduced |
| Carolinas Wealth Consulting LLC | 189 | $11.5K | 0.00% | −163−46.3% | Reduced |
| Spire Wealth Management | 197 | $11.9K | 0.00% | +140+245.6% | Added |
| Distillate Capital Partners LLC | 204 | $12.4K | 4.00% | +204 | New |
| CVA Family Office, LLC | 211 | $12.8K | 0.00% | +61+40.7% | Added |
| Tucker Asset Management LLC | 216 | $13.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 310 | $18.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 326 | $19.8K | 0.00% | +1+0.3% | Added |
| Resurgent Financial Advisors LLC | 360 | $21.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 383 | $23.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 385 | $23.3K | 0.01% | +113+41.5% | Added |
| Huntington National Bank | 403 | $24.4K | 0.00% | +124+44.4% | Added |
| Harbour Investments, Inc. | 425 | $25.8K | 0.00% | −95−18.3% | Reduced |
| IFP Advisors, Inc | 477 | $26.1K | 0.00% | +275+136.1% | Added |
| Allworth Financial LP | 469 | $28.4K | 0.00% | −12−2.5% | Reduced |
| RFP Financial Group LLC | 479 | $29.0K | 0.01% | +30+6.7% | Added |
| Global Retirement Partners, LLC | 508 | $30.8K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 524 | $31.8K | 0.02% | +2+0.4% | Added |
| Financial Avengers, Inc. | 660 | $40.0K | 0.03% | +2+0.3% | Added |
| Leonteq Securities AG | 690 | $41.8K | 0.00% | +270+64.3% | Added |
| Westpac Banking Corp | 738 | $44.7K | 0.00% | −17,530−96.0% | Reduced |
| AM Squared Ltd | 800 | $48.5K | 0.06% | +800 | New |
| Fifth Third Bancorp | 818 | $49.6K | 0.00% | −423−34.1% | Reduced |
| National Bank of Canada | 821 | $49.7K | 0.00% | −11−1.3% | Reduced |
| Caldwell Trust Co | 828 | $50.2K | 0.01% | −44−5.0% | Reduced |
| Credit Agricole S A | 865 | $52.4K | 0.00% | +865 | New |
| Park Place Capital Corp | 869 | $52.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,087 | $65.0K | 0.00% | −66−5.7% | Reduced |
| Group One Trading, L.P. | 1,095 | $66.4K | 0.00% | +1,095 | New |
| EverSource Wealth Advisors, LLC | 1,106 | $67.0K | 0.01% | −59−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,158 | $70.2K | 0.00% | +393+51.4% | Added |
| Covestor Ltd | 1,183 | $72.0K | 0.05% | −239−16.8% | Reduced |
| First Horizon Advisors, Inc. | 1,214 | $73.6K | 0.00% | −60−4.7% | Reduced |
| Proequities, Inc. | 1,238 | $75.0K | 0.01% | −50−3.9% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $97.0K | 0.00% | +1,600 | New |
| Ci Investments Inc. | 1,650 | $100.0K | 0.00% | −37,731−95.8% | Reduced |
| Anchor Investment Management, LLC | 1,698 | $102.9K | 0.01% | −2,840−62.6% | Reduced |
| Quadrant Capital Group LLC | 1,739 | $105.4K | 0.01% | −18−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,820 | $110.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,937 | $117.4K | 0.00% | −283−12.7% | Reduced |
| Tortoise Investment Management, LLC | 2,000 | $121.2K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,378 | $144.0K | 0.00% | +268+12.7% | Added |
| PEAK6 Investments LLC | 2,683 | $162.6K | 0.01% | −11,740−81.4% | Reduced |
| Ostrum Asset Management | 2,864 | $173.6K | 0.01% | +4+0.1% | Added |
| Copeland Capital Management, LLC | 2,951 | $178.8K | 0.00% | −145−4.7% | Reduced |
| Seaport Global Advisors, LLC | 3,110 | $188.5K | 0.55% | 00.0% | Unchanged |