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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 49 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 43 | $2.61K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $2.12K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 34 | $2.06K | 0.00% | −1−2.9% | Reduced |
| Disciplined Investments, LLC | 33 | $2.00K | 0.00% | +1+3.1% | Added |
| Avion Wealth | 42 | $2.00K | 0.00% | +18+75.0% | Added |
| Baker Avenue Asset Management, LP | 32 | $1.94K | 0.00% | −9−22.0% | Reduced |
| First Capital Advisors Group, LLC. | 30 | $1.82K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 24 | $1.45K | 0.00% | +24 | New |
| Glass Jacobson Investment Advisors llc | 23 | $1.40K | 0.00% | +23 | New |
| Private Trust Co NA | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.15K | 0.00% | +19 | 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 |
| Gradient Investments LLC | 15 | $909 | 0.00% | +15 | New |
| Nalls Sherbakoff Group, LLC | 14 | $770 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $727 | 0.00% | +6+100.0% | Added |
| Quent Capital, LLC | 11 | $683 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11 | $667 | 0.00% | +11 | New |
| Canada Pension Plan Investment Board | 10 | $606 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $606 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $365 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $364 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 61 | $212 | 0.00% | +61 | New |
| JJJ Advisors Inc. | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 416,129 | $0 | 0.00% | +416,129 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −445,597−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −444,392−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −99,800−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −91,742−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −57,655−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −49,497−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −46,653−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −43,241−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −40,144−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −22,797−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −22,065−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −14,134−100.0% | Sold out |
| Ayrshire Capital Management LLC | 0 | $0 | 0.00% | −13,988−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −13,975−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −13,260−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −10,189−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −10,004−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,962−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −9,593−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −9,016−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,963−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −8,468−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,406−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −7,319−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −6,535−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,190−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Compton Capital Management Inc | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −4,840−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −4,682−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,504−100.0% | Sold out |
| Southeast Asset Advisors Inc. | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,542−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,519−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −997−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |
| CTC Capital Management, LLC | – | – | – | – | Not filed |