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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 13,992 | $847.9K | 0.08% | −864−5.8% | Reduced |
| DuPont Capital Management Corp | 13,901 | $842.4K | 0.04% | −1,376−9.0% | Reduced |
| 44 Wealth Management LLC | 13,519 | $819.3K | 0.28% | −117−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,424 | $813.5K | 0.00% | +880+7.0% | Added |
| Cyrus J. Lawrence, LLC | 13,372 | $810.0K | 0.23% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 13,230 | $801.7K | 0.11% | −37,843−74.1% | Reduced |
| Salvus Wealth Management, LLC | 13,141 | $796.3K | 0.61% | +359+2.8% | Added |
| Bayesian Capital Management, LP | 13,100 | $793.9K | 0.09% | +5,600+74.7% | Added |
| Regions Financial Corp | 12,902 | $781.9K | 0.01% | +12,902 | New |
| MBM Wealth Consultants, LLC | 12,712 | $765.7K | 0.33% | +2,250+21.5% | Added |
| Captrust Financial Advisors | 12,475 | $756.0K | 0.00% | −441−3.4% | Reduced |
| SYSTM Wealth Solutions LLC | 12,353 | $748.6K | 0.10% | −412−3.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,161 | $737.0K | 0.26% | +391+3.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $727.2K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 11,612 | $704.0K | 0.01% | +11,612 | New |
| First National Bank of Hutchinson | 11,606 | $703.3K | 0.51% | +11,606 | New |
| HighTower Advisors, LLC | 11,579 | $698.0K | 0.00% | +1,109+10.6% | Added |
| Cetera Advisor Networks LLC | 11,151 | $675.8K | 0.00% | +189+1.7% | Added |
| CastleKnight Management LP | 11,100 | $672.7K | 0.14% | 00.0% | Unchanged |
| Old National Bancorp | 11,086 | $671.8K | 0.02% | +393+3.7% | Added |
| Clearstead Advisors, LLC | 11,006 | $667.0K | 0.04% | +9,441+603.3% | Added |
| JustInvest LLC | 10,709 | $649.0K | 0.02% | +1,084+11.3% | Added |
| Alberta Investment Management Corp | 10,447 | $633.1K | 0.01% | 00.0% | Unchanged |
| Carmignac Gestion | 10,439 | $632.6K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 10,957 | $613.6K | 0.07% | −3,508−24.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,105 | $612.0K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 10,082 | $611.0K | 0.32% | +10,082 | New |
| Kovitz Investment Group Partners, LLC | 9,556 | $579.1K | 0.01% | −21,439−69.2% | Reduced |
| M&T Bank Corp | 9,546 | $578.7K | 0.00% | −802−7.8% | Reduced |
| Toroso Investments, LLC | 9,519 | $577.0K | 0.02% | +509+5.6% | Added |
| Wright Investors Service Inc | 9,356 | $567.0K | 0.16% | −610−6.1% | Reduced |
| Panagora Asset Management Inc | 9,230 | $559.3K | 0.00% | +135+1.5% | Added |
| Prudent Man Advisors, LLC | 9,184 | $557.0K | 0.21% | −82−0.9% | Reduced |
| CI Private Wealth, LLC | 9,066 | $549.4K | 0.00% | −4,544−33.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,951 | $542.4K | 0.04% | −132−1.5% | Reduced |
| Graypoint LLC | 8,930 | $541.2K | 0.05% | +957+12.0% | Added |
| Chicago Trust Co NA | 8,725 | $528.7K | 0.13% | −1,176−11.9% | Reduced |
| Abn Amro Investment Solutions | 8,724 | $528.7K | 0.01% | −30,715−77.9% | Reduced |
| AlphaMark Advisors, LLC | 8,570 | $519.0K | 0.24% | −2,490−22.5% | Reduced |
| American Century Companies Inc | 8,490 | $514.5K | 0.00% | −7,392−46.5% | Reduced |
| State of Michigan Retirement System | 8,470 | $513.3K | 0.00% | −3,200−27.4% | Reduced |
| Aviva PLC | 8,363 | $506.8K | 0.00% | −23,529−73.8% | Reduced |
| Cetera Investment Advisers | 8,236 | $499.1K | 0.00% | +89+1.1% | Added |
| CIBC World Markets Inc. | 8,121 | $492.0K | 0.00% | −33,733−80.6% | Reduced |
| Petrus Trust Company, LTA | 8,077 | $489.5K | 0.06% | +8,077 | New |
| Kestra Private Wealth Services, LLC | 8,070 | $489.0K | 0.02% | −18−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 8,026 | $486.0K | 0.00% | −194−2.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,006 | $485.2K | 0.09% | +8,006 | New |
| MML Investors Services, LLC | 7,961 | $482.0K | 0.00% | +1,126+16.5% | Added |
| Xponance, Inc. | 7,812 | $473.4K | 0.01% | −20−0.3% | Reduced |
| Veritable, L.P. | 7,632 | $462.5K | 0.01% | +4+0.1% | Added |
| CIBC Asset Management Inc | 7,606 | $460.9K | 0.00% | +5+0.1% | Added |
| Oak Thistle LLC | 7,479 | $453.2K | 0.24% | −1,149−13.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,350 | $445.0K | 0.01% | −2,803−27.6% | Reduced |
| Creative Planning | 7,308 | $442.9K | 0.00% | +1,017+16.2% | Added |
| Meixler Investment Management, Ltd. | 7,293 | $442.0K | 0.41% | −463−6.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,284 | $441.0K | 0.03% | +445+6.5% | Added |
| Wetherby Asset Management Inc | 7,088 | $429.5K | 0.02% | +496+7.5% | Added |
| Quantamental Technologies LLC | 7,019 | $425.4K | 0.18% | +7,019 | New |
| Summit Trail Advisors, LLC | 6,948 | $421.0K | 0.02% | +516+8.0% | Added |
| Carret Asset Management, LLC | 6,895 | $417.8K | 0.06% | +180+2.7% | Added |
| Greenleaf Trust | 6,765 | $410.0K | 0.00% | −227−3.2% | Reduced |
| Nicolet Bankshares Inc | 6,745 | $408.7K | 0.12% | +405+6.4% | Added |
| Axq Capital, LP | 6,700 | $406.0K | 0.50% | +6,700 | New |
| Dynamic Advisor Solutions LLC | 6,641 | $402.4K | 0.02% | +1,000+17.7% | Added |
| Umb Bank N A | 6,500 | $393.9K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,476 | $392.4K | 0.05% | −159−2.4% | Reduced |
| Cerity Partners LLC | 6,460 | $391.5K | 0.00% | +2,473+62.0% | Added |
| New World Advisors LLC | 6,450 | $390.9K | 0.14% | +400+6.6% | Added |
| Baird Financial Group, Inc. | 6,433 | $389.8K | 0.00% | +288+4.7% | 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 |
| Tower Research Capital LLC (TRC) | 6,226 | $377.3K | 0.01% | +1,761+39.4% | Added |
| Banco Santander, S.A. | 6,121 | $370.9K | 0.00% | +6,121 | New |
| Desjardins Global Asset Management Inc. | 6,011 | $364.3K | 0.04% | +438+7.9% | Added |
| Jackson Creek Investment Advisors LLC | 5,973 | $362.0K | 0.14% | −1,201−16.7% | Reduced |
| Snowden Capital Advisors LLC | 5,649 | $342.3K | 0.01% | −2,692−32.3% | Reduced |
| Valley National Advisers Inc | 5,636 | $342.0K | 0.06% | −175−3.0% | Reduced |
| Vinva Investment Management Ltd | 5,602 | $338.7K | 0.03% | +5,602 | New |
| Lincoln National Corp | 5,539 | $335.7K | 0.01% | +99+1.8% | Added |
| Aquatic Capital Management LLC | 5,500 | $333.0K | 0.02% | +2,100+61.8% | Added |
| Tokio Marine Asset Management Co Ltd | 5,495 | $333.0K | 0.02% | −206−3.6% | Reduced |
| Integrated Wealth Concepts LLC | 5,476 | $331.9K | 0.01% | +5,476 | New |
| NorthCrest Asset Manangement, LLC | 5,451 | $330.3K | 0.01% | +11+0.2% | Added |
| Vestcor Inc | 5,391 | $327.0K | 0.01% | −3,880−41.9% | Reduced |
| Kestra Advisory Services, LLC | 5,349 | $324.1K | 0.00% | +814+17.9% | Added |
| Mount Yale Investment Advisors, LLC | 5,268 | $319.2K | 0.03% | −137−2.5% | Reduced |
| Symmetry Partners, LLC | 5,225 | $317.0K | 0.02% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 5,125 | $311.0K | 0.06% | −798−13.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,089 | $308.4K | 0.00% | −1,571−23.6% | Reduced |
| Community Capital Management, Inc. | 5,000 | $303.0K | 0.42% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,995 | $302.7K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 4,935 | $299.1K | 0.03% | +4,935 | New |
| Resources Investment Advisors, LLC. | 4,878 | $295.6K | 0.01% | +4,878 | New |
| 9258 Wealth Management, LLC | 4,863 | $294.7K | 0.06% | −200−4.0% | Reduced |
| KB Financial Partners, LLC | 4,841 | $293.0K | 0.08% | +4,384+959.3% | Added |
| Buckley Wealth Management, LLC | 4,804 | $291.1K | 0.10% | +4,804 | New |
| Signaturefd, LLC | 4,785 | $290.0K | 0.01% | +415+9.5% | Added |
| SkyView Investment Advisors, LLC | 4,771 | $289.0K | 0.07% | +4,771 | New |
| CIBC Private Wealth Group, LLC | 4,740 | $287.2K | 0.00% | +242+5.4% | Added |