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, Q3 2023
Institutional positions in SS&C Technologies Holdings Inc as of Sep 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
- 531
- +5 vs. Q2 2023
- Shares held
- 207.2M
- −1.64M (−0.8%) vs. Q2 2023
- Total value
- $10.9B
- −$1.73B (−13.7%) vs. Q2 2023
- New holders
- 63
- 203 more added
- Sold out
- 58
- 196 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9 | $0 | 0.00% | −9−50.0% | Reduced |
| JJJ Advisors Inc. | 2 | $106 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $106 | 0.00% | +2 | New |
| True Wealth Design, LLC | 6 | $316 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $318 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8 | $420 | 0.00% | −4−33.3% | Reduced |
| Tfo-TDC, LLC | 8 | $485 | 0.00% | +8 | New |
| Canada Pension Plan Investment Board | 10 | $525 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $525 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 14 | $736 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 15 | $788 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $998 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 22 | $1.16K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 23 | $1.21K | 0.00% | +23 | New |
| Glass Jacobson Investment Advisors llc | 23 | $1.21K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $1.26K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 28 | $1.47K | 0.00% | +28 | New |
| Toth Financial Advisory Corp | 30 | $1.58K | 0.00% | +30 | New |
| Baker Avenue Asset Management, LP | 31 | $1.63K | 0.00% | −1−3.1% | Reduced |
| Massmutual Trust Co FSB | 34 | $1.79K | 0.00% | +34 | New |
| Manchester Capital Management LLC | 34 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $2.05K | 0.00% | +4+11.4% | Added |
| Bartlett & Co. Wealth Management LLC | 43 | $2.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 47 | $2.47K | 0.00% | −137−74.5% | Reduced |
| TD Waterhouse Canada Inc. | 35 | $2.49K | 0.00% | −85−70.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 49 | $2.58K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $2.63K | 0.00% | +50 | New |
| Tobam | 66 | $3.00K | 0.00% | +66 | New |
| GWM Advisors LLC | 63 | $3.31K | 0.00% | −4,271−98.5% | Reduced |
| Earnest Partners LLC | 63 | $3.31K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 84 | $4.00K | 0.00% | +42+100.0% | Added |
| Whittier Trust Co | 86 | $4.52K | 0.00% | +86 | New |
| Parkside Financial Bank & Trust | 86 | $4.52K | 0.00% | −3−3.4% | Reduced |
| Red Tortoise LLC | 87 | $4.57K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 88 | $4.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $4.94K | 0.00% | +23+32.4% | Added |
| Ronald Blue Trust, Inc. | 80 | $5.00K | 0.00% | +8+11.1% | Added |
| Steward Financial Group LLC | 108 | $5.00K | 0.00% | +108 | New |
| Northwest Investment Counselors, LLC | 100 | $5.25K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 124 | $6.54K | 0.01% | +124 | New |
| CoreFirst Bank & Trust | 128 | $6.72K | 0.00% | +128 | New |
| NBC Securities, Inc. | 151 | $7.00K | 0.00% | +151 | New |
| West Branch Capital LLC | 140 | $7.36K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 145 | $7.62K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 153 | $8.04K | 0.00% | +153 | New |
| Quent Capital, LLC | 153 | $8.04K | 0.00% | +142+1,290.9% | Added |
| Colonial Trust Co | 154 | $8.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 164 | $8.62K | 0.00% | −21−11.4% | Reduced |
| WR Wealth Planners, LLC | 171 | $8.98K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 175 | $9.20K | 0.00% | −1−0.6% | Reduced |
| Glassman Wealth Services | 178 | $9.35K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 189 | $9.51K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 182 | $9.56K | 0.00% | +2+1.1% | Added |
| Larson Financial Group LLC | 184 | $9.67K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 216 | $11.3K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 230 | $12.1K | 3.05% | +26+12.7% | Added |
| Spire Wealth Management | 299 | $15.7K | 0.00% | +102+51.8% | Added |
| Salem Investment Counselors Inc | 310 | $16.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 320 | $17.0K | 0.00% | +189+144.3% | Added |
| Steward Partners Investment Advisory, LLC | 327 | $17.2K | 0.00% | +1+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 383 | $20.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 477 | $25.1K | 0.00% | +74+18.4% | Added |
| RFP Financial Group LLC | 479 | $25.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 481 | $25.3K | 0.00% | +4+0.8% | Added |
| Headinvest, LLC | 500 | $26.1K | 0.01% | +500 | New |
| Bellevue Asset Management, LLC | 526 | $27.7K | 0.02% | +2+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 545 | $28.6K | 0.00% | −613−52.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 617 | $32.0K | 0.00% | −6,733−91.6% | Reduced |
| Operose Advisors LLC | 642 | $33.7K | 0.01% | +642 | New |
| Farther Finance Advisors, LLC | 647 | $34.0K | 0.01% | +262+68.1% | Added |
| Global Retirement Partners, LLC | 656 | $34.0K | 0.00% | +148+29.1% | Added |
| Financial Avengers, Inc. | 663 | $34.8K | 0.02% | +3+0.5% | Added |
| Nisa Investment Advisors, LLC | 720 | $37.8K | 0.00% | −1,100−60.4% | Reduced |
| National Bank of Canada | 774 | $40.3K | 0.00% | −47−5.7% | Reduced |
| Walleye Capital LLC | 774 | $40.7K | 0.00% | −2,479−76.2% | Reduced |
| Caldwell Trust Co | 828 | $43.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 838 | $44.0K | 0.00% | +20+2.4% | Added |
| Park Place Capital Corp | 869 | $45.7K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 908 | $47.7K | 0.00% | +43+5.0% | Added |
| Leonteq Securities AG | 910 | $47.8K | 0.01% | +220+31.9% | Added |
| Fortis Group Advisors, LLC | 1,000 | $52.5K | 0.02% | +1,000 | New |
| Cary Street Partner Investment Advisory LLC | 1,011 | $53.1K | 0.00% | +1,011 | New |
| Allworth Financial LP | 1,060 | $55.7K | 0.00% | +591+126.0% | Added |
| Tower Research Capital LLC (TRC) | 1,098 | $57.7K | 0.00% | −5,128−82.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,126 | $59.2K | 0.01% | +20+1.8% | Added |
| Penserra Capital Management LLC | 1,142 | $60.0K | 0.00% | +55+5.1% | Added |
| Proequities, Inc. | 1,161 | $61.0K | 0.00% | −77−6.2% | Reduced |
| Covestor Ltd | 1,181 | $62.0K | 0.05% | −2−0.2% | Reduced |
| First Horizon Advisors, Inc. | 1,216 | $63.9K | 0.00% | +2+0.2% | Added |
| Banque Cantonale Vaudoise | 1,491 | $78.0K | 0.00% | −2,524−62.9% | Reduced |
| Westpac Banking Corp | 1,507 | $79.2K | 0.01% | +769+104.2% | Added |
| UniSuper Management Pty Ltd | 1,600 | $84.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,623 | $85.3K | 0.01% | −75−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,630 | $85.6K | 0.00% | −3,459−68.0% | Reduced |