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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 3,253 | $197.1K | 0.00% | +3,253 | New |
| State of Wyoming | 3,317 | $201.0K | 0.06% | +1,265+61.6% | Added |
| Machina Capital S.A.S. | 3,352 | $203.1K | 0.12% | +2,781+487.0% | Added |
| Bridgefront Capital, LLC | 3,586 | $217.3K | 0.12% | +3,586 | New |
| Sky Investment Group LLC | 3,635 | $220.3K | 0.05% | −415−10.2% | Reduced |
| Simplex Trading, LLC | 3,702 | $224.0K | 0.01% | −24,147−86.7% | Reduced |
| Ossiam | 3,712 | $224.9K | 0.00% | +1,901+105.0% | Added |
| Radnor Capital Management, LLC | 3,715 | $225.0K | 0.10% | +3,715 | New |
| Advisor Partners II, LLC | 3,715 | $225.1K | 0.01% | +3,715 | New |
| CM Wealth Advisors LLC | 4,012 | $229.7K | 0.08% | −15,630−79.6% | Reduced |
| Pinebridge Investments, L.P. | 3,841 | $232.8K | 0.00% | +3,841 | New |
| Wealth Alliance | 3,943 | $238.9K | 0.04% | −215−5.2% | Reduced |
| Fulton Bank, N.A. | 3,955 | $239.7K | 0.01% | −55−1.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,000 | $242.0K | 0.12% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,015 | $244.0K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4,071 | $246.7K | 0.00% | −166−3.9% | Reduced |
| Sawtooth Solutions, LLC | 4,101 | $248.5K | 0.01% | −100−2.4% | Reduced |
| Bleakley Financial Group, LLC | 4,101 | $248.5K | 0.01% | −64−1.5% | Reduced |
| Avestar Capital, LLC | 4,271 | $258.8K | 0.04% | −310−6.8% | Reduced |
| MetLife Investment Management | 4,304 | $260.8K | 0.00% | −266−5.8% | Reduced |
| GWM Advisors LLC | 4,334 | $262.6K | 0.00% | +193+4.7% | Added |
| Oliver Luxxe Assets LLC | 4,375 | $265.1K | 0.07% | +58+1.3% | Added |
| Integrated Investment Consultants, LLC | 4,384 | $265.7K | 0.08% | +92+2.1% | Added |
| Wellington Management Group LLP | 4,388 | $265.9K | 0.00% | +4,388 | New |
| National Asset Management, Inc. | 4,447 | $269.5K | 0.01% | +207+4.9% | Added |
| Bank of Nova Scotia | 4,515 | $273.7K | 0.00% | −38−0.8% | Reduced |
| FDx Advisors, Inc. | 4,573 | $277.0K | 0.02% | −1,180−20.5% | Reduced |
| Motley Fool Asset Management LLC | 4,611 | $279.4K | 0.02% | +4,611 | New |
| SRS Capital Advisors, Inc. | 4,658 | $282.3K | 0.04% | +240+5.4% | Added |
| CIBC Private Wealth Group, LLC | 4,740 | $287.2K | 0.00% | +242+5.4% | Added |
| SkyView Investment Advisors, LLC | 4,771 | $289.0K | 0.07% | +4,771 | New |
| Signaturefd, LLC | 4,785 | $290.0K | 0.01% | +415+9.5% | Added |
| Buckley Wealth Management, LLC | 4,804 | $291.1K | 0.10% | +4,804 | New |
| KB Financial Partners, LLC | 4,841 | $293.0K | 0.08% | +4,384+959.3% | Added |
| 9258 Wealth Management, LLC | 4,863 | $294.7K | 0.06% | −200−4.0% | Reduced |
| Resources Investment Advisors, LLC. | 4,878 | $295.6K | 0.01% | +4,878 | New |
| Winton Group Ltd | 4,935 | $299.1K | 0.03% | +4,935 | New |
| B. Metzler seel. Sohn & Co. AG | 4,995 | $302.7K | 0.00% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 5,000 | $303.0K | 0.42% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,089 | $308.4K | 0.00% | −1,571−23.6% | Reduced |
| M Holdings Securities, Inc. | 5,125 | $311.0K | 0.06% | −798−13.5% | Reduced |
| Symmetry Partners, LLC | 5,225 | $317.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,268 | $319.2K | 0.03% | −137−2.5% | Reduced |
| Kestra Advisory Services, LLC | 5,349 | $324.1K | 0.00% | +814+17.9% | Added |
| Vestcor Inc | 5,391 | $327.0K | 0.01% | −3,880−41.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,451 | $330.3K | 0.01% | +11+0.2% | Added |
| Integrated Wealth Concepts LLC | 5,476 | $331.9K | 0.01% | +5,476 | New |
| Tokio Marine Asset Management Co Ltd | 5,495 | $333.0K | 0.02% | −206−3.6% | Reduced |
| Aquatic Capital Management LLC | 5,500 | $333.0K | 0.02% | +2,100+61.8% | Added |
| Lincoln National Corp | 5,539 | $335.7K | 0.01% | +99+1.8% | Added |
| Vinva Investment Management Ltd | 5,602 | $338.7K | 0.03% | +5,602 | New |
| Valley National Advisers Inc | 5,636 | $342.0K | 0.06% | −175−3.0% | Reduced |
| Snowden Capital Advisors LLC | 5,649 | $342.3K | 0.01% | −2,692−32.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,973 | $362.0K | 0.14% | −1,201−16.7% | Reduced |
| Desjardins Global Asset Management Inc. | 6,011 | $364.3K | 0.04% | +438+7.9% | Added |
| Banco Santander, S.A. | 6,121 | $370.9K | 0.00% | +6,121 | New |
| Tower Research Capital LLC (TRC) | 6,226 | $377.3K | 0.01% | +1,761+39.4% | Added |
| Brinker Capital Investments, LLC | 6,357 | $385.2K | 0.00% | +564+9.7% | Added |
| Orion Portfolio Solutions, LLC | 6,357 | $385.2K | 0.00% | +564+9.7% | Added |
| Baird Financial Group, Inc. | 6,433 | $389.8K | 0.00% | +288+4.7% | Added |
| New World Advisors LLC | 6,450 | $390.9K | 0.14% | +400+6.6% | Added |
| Cerity Partners LLC | 6,460 | $391.5K | 0.00% | +2,473+62.0% | Added |
| CWM Advisors, LLC | 6,476 | $392.4K | 0.05% | −159−2.4% | Reduced |
| Umb Bank N A | 6,500 | $393.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,641 | $402.4K | 0.02% | +1,000+17.7% | Added |
| Axq Capital, LP | 6,700 | $406.0K | 0.50% | +6,700 | New |
| Nicolet Bankshares Inc | 6,745 | $408.7K | 0.12% | +405+6.4% | Added |
| Greenleaf Trust | 6,765 | $410.0K | 0.00% | −227−3.2% | Reduced |
| Carret Asset Management, LLC | 6,895 | $417.8K | 0.06% | +180+2.7% | Added |
| Summit Trail Advisors, LLC | 6,948 | $421.0K | 0.02% | +516+8.0% | Added |
| Quantamental Technologies LLC | 7,019 | $425.4K | 0.18% | +7,019 | New |
| Wetherby Asset Management Inc | 7,088 | $429.5K | 0.02% | +496+7.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,284 | $441.0K | 0.03% | +445+6.5% | Added |
| Meixler Investment Management, Ltd. | 7,293 | $442.0K | 0.41% | −463−6.0% | Reduced |
| Creative Planning | 7,308 | $442.9K | 0.00% | +1,017+16.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,350 | $445.0K | 0.01% | −2,803−27.6% | Reduced |
| Oak Thistle LLC | 7,479 | $453.2K | 0.24% | −1,149−13.3% | Reduced |
| CIBC Asset Management Inc | 7,606 | $460.9K | 0.00% | +5+0.1% | Added |
| Veritable, L.P. | 7,632 | $462.5K | 0.01% | +4+0.1% | Added |
| Xponance, Inc. | 7,812 | $473.4K | 0.01% | −20−0.3% | Reduced |
| MML Investors Services, LLC | 7,961 | $482.0K | 0.00% | +1,126+16.5% | Added |
| Campbell & CO Investment Adviser LLC | 8,006 | $485.2K | 0.09% | +8,006 | New |
| Commonwealth Equity Services, LLC | 8,026 | $486.0K | 0.00% | −194−2.4% | Reduced |
| Kestra Private Wealth Services, LLC | 8,070 | $489.0K | 0.02% | −18−0.2% | Reduced |
| Petrus Trust Company, LTA | 8,077 | $489.5K | 0.06% | +8,077 | New |
| CIBC World Markets Inc. | 8,121 | $492.0K | 0.00% | −33,733−80.6% | Reduced |
| Cetera Investment Advisers | 8,236 | $499.1K | 0.00% | +89+1.1% | Added |
| Aviva PLC | 8,363 | $506.8K | 0.00% | −23,529−73.8% | Reduced |
| State of Michigan Retirement System | 8,470 | $513.3K | 0.00% | −3,200−27.4% | Reduced |
| American Century Companies Inc | 8,490 | $514.5K | 0.00% | −7,392−46.5% | Reduced |
| AlphaMark Advisors, LLC | 8,570 | $519.0K | 0.24% | −2,490−22.5% | Reduced |
| Abn Amro Investment Solutions | 8,724 | $528.7K | 0.01% | −30,715−77.9% | Reduced |
| Chicago Trust Co NA | 8,725 | $528.7K | 0.13% | −1,176−11.9% | Reduced |
| Graypoint LLC | 8,930 | $541.2K | 0.05% | +957+12.0% | Added |
| Moody Lynn & Lieberson, LLC | 8,951 | $542.4K | 0.04% | −132−1.5% | Reduced |
| CI Private Wealth, LLC | 9,066 | $549.4K | 0.00% | −4,544−33.4% | Reduced |
| Prudent Man Advisors, LLC | 9,184 | $557.0K | 0.21% | −82−0.9% | Reduced |
| Panagora Asset Management Inc | 9,230 | $559.3K | 0.00% | +135+1.5% | Added |
| Wright Investors Service Inc | 9,356 | $567.0K | 0.16% | −610−6.1% | Reduced |
| Toroso Investments, LLC | 9,519 | $577.0K | 0.02% | +509+5.6% | Added |