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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 9,546 | $578.7K | 0.00% | −802−7.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,556 | $579.1K | 0.01% | −21,439−69.2% | Reduced |
| Sherbrooke Park Advisers LLC | 10,082 | $611.0K | 0.32% | +10,082 | New |
| Meiji Yasuda Life Insurance Co | 10,105 | $612.0K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 10,957 | $613.6K | 0.07% | −3,508−24.3% | Reduced |
| Carmignac Gestion | 10,439 | $632.6K | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 10,447 | $633.1K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 10,709 | $649.0K | 0.02% | +1,084+11.3% | Added |
| Clearstead Advisors, LLC | 11,006 | $667.0K | 0.04% | +9,441+603.3% | Added |
| Old National Bancorp | 11,086 | $671.8K | 0.02% | +393+3.7% | Added |
| CastleKnight Management LP | 11,100 | $672.7K | 0.14% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,151 | $675.8K | 0.00% | +189+1.7% | Added |
| HighTower Advisors, LLC | 11,579 | $698.0K | 0.00% | +1,109+10.6% | Added |
| First National Bank of Hutchinson | 11,606 | $703.3K | 0.51% | +11,606 | New |
| ExodusPoint Capital Management, LP | 11,612 | $704.0K | 0.01% | +11,612 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $727.2K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 12,161 | $737.0K | 0.26% | +391+3.3% | Added |
| SYSTM Wealth Solutions LLC | 12,353 | $748.6K | 0.10% | −412−3.2% | Reduced |
| Captrust Financial Advisors | 12,475 | $756.0K | 0.00% | −441−3.4% | Reduced |
| MBM Wealth Consultants, LLC | 12,712 | $765.7K | 0.33% | +2,250+21.5% | Added |
| Regions Financial Corp | 12,902 | $781.9K | 0.01% | +12,902 | New |
| Bayesian Capital Management, LP | 13,100 | $793.9K | 0.09% | +5,600+74.7% | Added |
| Salvus Wealth Management, LLC | 13,141 | $796.3K | 0.61% | +359+2.8% | Added |
| Quinn Opportunity Partners LLC | 13,230 | $801.7K | 0.11% | −37,843−74.1% | Reduced |
| Cyrus J. Lawrence, LLC | 13,372 | $810.0K | 0.23% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 13,424 | $813.5K | 0.00% | +880+7.0% | Added |
| 44 Wealth Management LLC | 13,519 | $819.3K | 0.28% | −117−0.9% | Reduced |
| DuPont Capital Management Corp | 13,901 | $842.4K | 0.04% | −1,376−9.0% | Reduced |
| Schechter Investment Advisors, LLC | 13,992 | $847.9K | 0.08% | −864−5.8% | Reduced |
| Nordea Investment Management AB | 14,457 | $871.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 14,569 | $884.0K | 0.00% | −827−5.4% | Reduced |
| Blair William & Co | 14,599 | $884.7K | 0.00% | +4,107+39.1% | Added |
| Aurora Investment Counsel | 14,694 | $890.5K | 0.57% | −226−1.5% | Reduced |
| Trust Co of Vermont | 14,801 | $896.9K | 0.06% | +3,227+27.9% | Added |
| Ethic Inc. | 15,132 | $917.0K | 0.03% | +3,986+35.8% | Added |
| First Hawaiian Bank | 15,145 | $917.8K | 0.03% | −20−0.1% | Reduced |
| Centiva Capital, LP | 15,283 | $926.1K | 0.05% | +15,283 | New |
| Kensington Investment Counsel, LLC | 15,632 | $947.3K | 0.60% | −246−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,863 | $961.3K | 0.01% | −109−0.7% | Reduced |
| Archford Capital Strategies, LLC | 15,566 | $961.5K | 0.18% | +1,384+9.8% | Added |
| Summit Global Investments | 16,437 | $996.0K | 0.07% | −5,476−25.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 16,447 | $997.0K | 0.13% | −174−1.0% | Reduced |
| Maryland State Retirement & Pension System | 16,587 | $1.01M | 0.02% | −532−3.1% | Reduced |
| XTX Topco Ltd | 16,817 | $1.02M | 0.18% | +9,771+138.7% | Added |
| Balentine LLC | 16,842 | $1.02M | 0.03% | −463−2.7% | Reduced |
| First Republic Investment Management, Inc. | 16,933 | $1.03M | 0.01% | −54,694−76.4% | Reduced |
| Teacher Retirement System of Texas | 16,983 | $1.03M | 0.01% | −8,233−32.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,068 | $1.03M | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 17,469 | $1.06M | 0.00% | −4,587−20.8% | Reduced |
| Byrne Asset Management LLC | 17,750 | $1.08M | 0.70% | +345+2.0% | Added |
| Groesbeck Investment Management Corp | 18,073 | $1.09M | 1.67% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 18,111 | $1.10M | 0.01% | +4,301+31.1% | Added |
| Manufacturers Life Insurance Company, The | 18,418 | $1.12M | 0.00% | +10,821+142.4% | Added |
| Douglas Lane & Associates, LLC | 18,430 | $1.12M | 0.02% | −9,612−34.3% | Reduced |
| Elo Mutual Pension Insurance Co | 18,475 | $1.12M | 0.03% | +323+1.8% | Added |
| Argent Trust Co | 18,784 | $1.14M | 0.06% | +1,962+11.7% | Added |
| Paradigm Asset Management Co LLC | 18,800 | $1.14M | 0.31% | +18,800 | New |
| Alps Advisors Inc | 19,460 | $1.18M | 0.01% | −1,047−5.1% | Reduced |
| Black Swift Group, LLC | 20,000 | $1.21M | 0.41% | −55,000−73.3% | Reduced |
| Raymond James Trust N.A. | 20,074 | $1.22M | 0.04% | +1,179+6.2% | Added |
| British Columbia Investment Management Corp | 20,185 | $1.22M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 20,817 | $1.26M | 0.00% | +1,654+8.6% | Added |
| Intech Investment Management LLC | 21,001 | $1.27M | 0.01% | −7,456−26.2% | Reduced |
| Guggenheim Capital LLC | 21,084 | $1.28M | 0.01% | −71−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 21,335 | $1.29M | 0.00% | −2,143−9.1% | Reduced |
| Guardian Wealth Management, Inc. | 21,515 | $1.30M | 1.19% | +21,359+13,691.7% | Added |
| Amalgamated Bank | 21,588 | $1.31M | 0.01% | −1,461−6.3% | Reduced |
| Natixis Investment Managers International | 21,825 | $1.32M | 0.10% | −775−3.4% | Reduced |
| Foresight Global Investors, Inc. | 22,144 | $1.34M | 0.72% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 22,415 | $1.36M | 0.05% | +21,699+3,030.6% | Added |
| Van Eck Associates Corp | 22,683 | $1.38M | 0.00% | +7,063+45.2% | Added |
| Quantinno Capital Management LP | 22,898 | $1.39M | 0.08% | +981+4.5% | Added |
| Gulf International Bank (UK) Ltd | 23,014 | $1.39M | 0.03% | −7,156−23.7% | Reduced |
| CenterBook Partners LP | 23,175 | $1.40M | 0.18% | −13,902−37.5% | Reduced |
| Wealthfront Advisers LLC | 23,767 | $1.44M | 0.01% | −1,022−4.1% | Reduced |
| Nissay Asset Management Corp | 23,933 | $1.45M | 0.01% | −770−3.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,231 | $1.47M | 0.19% | +24,231 | New |
| Rothschild Investment Corp | 24,739 | $1.50M | 0.12% | +67+0.3% | Added |
| United Capital Financial Advisers, LLC | 24,901 | $1.51M | 0.01% | −2,680−9.7% | Reduced |
| US Bancorp | 25,529 | $1.55M | 0.00% | −3,338−11.6% | Reduced |
| Prudential PLC | 25,535 | $1.55M | 0.02% | −14,074−35.5% | Reduced |
| State of Alaska, Department of Revenue | 25,623 | $1.55M | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 25,977 | $1.57M | 0.01% | −3,619−12.2% | Reduced |
| Palisade Capital Management LLC | 26,168 | $1.59M | 0.04% | +4,147+18.8% | Added |
| Bokf, NA | 26,854 | $1.63M | 0.03% | +240+0.9% | Added |
| TD Private Client Wealth LLC | 27,074 | $1.64M | 0.07% | +567+2.1% | Added |
| Assenagon Asset Management S.A. | 27,161 | $1.65M | 0.01% | +27,161 | New |
| Teza Capital Management LLC | 27,266 | $1.65M | 0.27% | +27,266 | New |
| Neuberger Berman Group LLC | 28,121 | $1.70M | 0.00% | −417−1.5% | Reduced |
| Exencial Wealth Advisors, LLC | 28,654 | $1.74M | 0.08% | +23,237+429.0% | Added |
| STRS Ohio | 28,731 | $1.74M | 0.01% | +28,731 | New |
| Fisher Asset Management, LLC | 28,928 | $1.75M | 0.00% | −175−0.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 31,284 | $1.90M | 0.42% | +5,000+19.0% | Added |
| Man Group plc | 31,495 | $1.91M | 0.01% | – | – |
| Values First Advisors, Inc. | 32,232 | $1.95M | 1.18% | +6,447+25.0% | Added |
| Capital Analysts, LLC | 33,388 | $2.02M | 0.11% | +107+0.3% | Added |
| FourThought Financial Partners, LLC | 33,735 | $2.04M | 0.27% | +5,935+21.3% | Added |
| Schroder Investment Management Group | 34,527 | $2.09M | 0.00% | +651+1.9% | Added |
| Illinois Municipal Retirement Fund | 35,082 | $2.13M | 0.04% | −24,435−41.1% | Reduced |
| Legal Advantage Investments, Inc. | 36,062 | $2.19M | 1.46% | 00.0% | Unchanged |