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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 4,658 | $282.3K | 0.04% | +240+5.4% | Added |
| Motley Fool Asset Management LLC | 4,611 | $279.4K | 0.02% | +4,611 | New |
| FDx Advisors, Inc. | 4,573 | $277.0K | 0.02% | −1,180−20.5% | Reduced |
| Bank of Nova Scotia | 4,515 | $273.7K | 0.00% | −38−0.8% | Reduced |
| National Asset Management, Inc. | 4,447 | $269.5K | 0.01% | +207+4.9% | Added |
| Wellington Management Group LLP | 4,388 | $265.9K | 0.00% | +4,388 | New |
| Integrated Investment Consultants, LLC | 4,384 | $265.7K | 0.08% | +92+2.1% | Added |
| Oliver Luxxe Assets LLC | 4,375 | $265.1K | 0.07% | +58+1.3% | Added |
| GWM Advisors LLC | 4,334 | $262.6K | 0.00% | +193+4.7% | Added |
| MetLife Investment Management | 4,304 | $260.8K | 0.00% | −266−5.8% | Reduced |
| Avestar Capital, LLC | 4,271 | $258.8K | 0.04% | −310−6.8% | 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 |
| Yousif Capital Management, LLC | 4,071 | $246.7K | 0.00% | −166−3.9% | Reduced |
| Banque Cantonale Vaudoise | 4,015 | $244.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4,000 | $242.0K | 0.12% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,955 | $239.7K | 0.01% | −55−1.4% | Reduced |
| Wealth Alliance | 3,943 | $238.9K | 0.04% | −215−5.2% | Reduced |
| Pinebridge Investments, L.P. | 3,841 | $232.8K | 0.00% | +3,841 | New |
| CM Wealth Advisors LLC | 4,012 | $229.7K | 0.08% | −15,630−79.6% | Reduced |
| Advisor Partners II, LLC | 3,715 | $225.1K | 0.01% | +3,715 | New |
| Radnor Capital Management, LLC | 3,715 | $225.0K | 0.10% | +3,715 | New |
| Ossiam | 3,712 | $224.9K | 0.00% | +1,901+105.0% | Added |
| Simplex Trading, LLC | 3,702 | $224.0K | 0.01% | −24,147−86.7% | Reduced |
| Sky Investment Group LLC | 3,635 | $220.3K | 0.05% | −415−10.2% | Reduced |
| Bridgefront Capital, LLC | 3,586 | $217.3K | 0.12% | +3,586 | New |
| Machina Capital S.A.S. | 3,352 | $203.1K | 0.12% | +2,781+487.0% | Added |
| State of Wyoming | 3,317 | $201.0K | 0.06% | +1,265+61.6% | Added |
| Walleye Capital LLC | 3,253 | $197.1K | 0.00% | +3,253 | New |
| Seaport Global Advisors, LLC | 3,110 | $188.5K | 0.55% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,951 | $178.8K | 0.00% | −145−4.7% | Reduced |
| Ostrum Asset Management | 2,864 | $173.6K | 0.01% | +4+0.1% | Added |
| PEAK6 Investments LLC | 2,683 | $162.6K | 0.01% | −11,740−81.4% | Reduced |
| CWM, LLC | 2,378 | $144.0K | 0.00% | +268+12.7% | Added |
| Tortoise Investment Management, LLC | 2,000 | $121.2K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 1,937 | $117.4K | 0.00% | −283−12.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,820 | $110.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,739 | $105.4K | 0.01% | −18−1.0% | Reduced |
| Anchor Investment Management, LLC | 1,698 | $102.9K | 0.01% | −2,840−62.6% | Reduced |
| Ci Investments Inc. | 1,650 | $100.0K | 0.00% | −37,731−95.8% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $97.0K | 0.00% | +1,600 | New |
| Proequities, Inc. | 1,238 | $75.0K | 0.01% | −50−3.9% | Reduced |
| First Horizon Advisors, Inc. | 1,214 | $73.6K | 0.00% | −60−4.7% | Reduced |
| Covestor Ltd | 1,183 | $72.0K | 0.05% | −239−16.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,158 | $70.2K | 0.00% | +393+51.4% | Added |
| EverSource Wealth Advisors, LLC | 1,106 | $67.0K | 0.01% | −59−5.1% | Reduced |
| Group One Trading, L.P. | 1,095 | $66.4K | 0.00% | +1,095 | New |
| Penserra Capital Management LLC | 1,087 | $65.0K | 0.00% | −66−5.7% | Reduced |
| Park Place Capital Corp | 869 | $52.7K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 865 | $52.4K | 0.00% | +865 | New |
| Caldwell Trust Co | 828 | $50.2K | 0.01% | −44−5.0% | Reduced |
| National Bank of Canada | 821 | $49.7K | 0.00% | −11−1.3% | Reduced |
| Fifth Third Bancorp | 818 | $49.6K | 0.00% | −423−34.1% | Reduced |
| AM Squared Ltd | 800 | $48.5K | 0.06% | +800 | New |
| Westpac Banking Corp | 738 | $44.7K | 0.00% | −17,530−96.0% | Reduced |
| Leonteq Securities AG | 690 | $41.8K | 0.00% | +270+64.3% | Added |
| Financial Avengers, Inc. | 660 | $40.0K | 0.03% | +2+0.3% | Added |
| Bellevue Asset Management, LLC | 524 | $31.8K | 0.02% | +2+0.4% | Added |
| Global Retirement Partners, LLC | 508 | $30.8K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 479 | $29.0K | 0.01% | +30+6.7% | Added |
| Allworth Financial LP | 469 | $28.4K | 0.00% | −12−2.5% | Reduced |
| IFP Advisors, Inc | 477 | $26.1K | 0.00% | +275+136.1% | Added |
| Harbour Investments, Inc. | 425 | $25.8K | 0.00% | −95−18.3% | Reduced |
| Huntington National Bank | 403 | $24.4K | 0.00% | +124+44.4% | Added |
| Farther Finance Advisors, LLC | 385 | $23.3K | 0.01% | +113+41.5% | Added |
| Newbridge Financial Services Group, Inc. | 383 | $23.2K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 360 | $21.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 326 | $19.8K | 0.00% | +1+0.3% | Added |
| Salem Investment Counselors Inc | 310 | $18.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 216 | $13.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 211 | $12.8K | 0.00% | +61+40.7% | Added |
| Distillate Capital Partners LLC | 204 | $12.4K | 4.00% | +204 | New |
| Spire Wealth Management | 197 | $11.9K | 0.00% | +140+245.6% | Added |
| Carolinas Wealth Consulting LLC | 189 | $11.5K | 0.00% | −163−46.3% | Reduced |
| JFS Wealth Advisors, LLC | 185 | $11.2K | 0.00% | −1−0.5% | 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 |
| Front Row Advisors LLC | 176 | $11.0K | 0.00% | −2−1.1% | Reduced |
| Lindbrook Capital, LLC | 180 | $10.9K | 0.00% | −3−1.6% | Reduced |
| Glassman Wealth Services | 178 | $10.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 171 | $10.4K | 0.00% | −17−9.0% | Reduced |
| Capital Advisors, Ltd. LLC | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 154 | $9.31K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 145 | $8.79K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 140 | $8.48K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 137 | $8.32K | 0.00% | +137 | New |
| Benjamin Edwards Inc | 131 | $8.00K | 0.00% | +26+24.8% | Added |
| TD Waterhouse Canada Inc. | 120 | $7.96K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 94 | $5.70K | 0.00% | +94 | New |
| Parkside Financial Bank & Trust | 89 | $5.39K | 0.00% | +8+9.9% | Added |
| Pinnacle Bancorp, Inc. | 88 | $5.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 87 | $5.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $4.30K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 72 | $4.00K | 0.00% | −140−66.0% | Reduced |
| Earnest Partners LLC | 63 | $3.82K | 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 |