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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1,667 | $88.0K | 0.00% | +17+1.0% | Added |
| Quadrant Capital Group LLC | 1,721 | $90.4K | 0.01% | −18−1.0% | Reduced |
| Ossiam | 1,758 | $92.4K | 0.00% | −1,954−52.6% | Reduced |
| American International Group, Inc. | 1,833 | $96.3K | 0.00% | −104−5.4% | Reduced |
| Kapitalo Investimentos Ltda | 1,841 | $96.7K | 0.01% | +1,841 | New |
| Simplex Trading, LLC | 1,890 | $99.0K | 0.00% | −1,812−48.9% | Reduced |
| Tortoise Investment Management, LLC | 2,000 | $105.1K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2,377 | $124.9K | 0.16% | +2,377 | New |
| Ostrum Asset Management | 2,843 | $149.4K | 0.01% | −21−0.7% | Reduced |
| CWM, LLC | 2,859 | $150.0K | 0.00% | +481+20.2% | Added |
| Allspring Global Investments Holdings, LLC | 3,188 | $167.5K | 0.00% | −50,336−94.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,400 | $179.0K | 0.09% | −600−15.0% | Reduced |
| Copeland Capital Management, LLC | 3,586 | $188.4K | 0.00% | +635+21.5% | Added |
| State of Wyoming | 3,608 | $189.6K | 0.04% | +291+8.8% | Added |
| Vestcor Inc | 3,785 | $199.0K | 0.01% | −1,606−29.8% | Reduced |
| Cerity Partners LLC | 3,813 | $200.3K | 0.00% | −2,647−41.0% | Reduced |
| Radnor Capital Management, LLC | 3,865 | $203.0K | 0.04% | +150+4.0% | Added |
| Avestar Capital, LLC | 3,865 | $203.1K | 0.03% | −406−9.5% | Reduced |
| Pinebridge Investments, L.P. | 3,891 | $204.4K | 0.00% | +50+1.3% | Added |
| Fulton Bank, N.A. | 4,040 | $212.3K | 0.01% | +85+2.1% | Added |
| Qtron Investments LLC | 4,228 | $222.1K | 0.04% | +4,228 | New |
| Yousif Capital Management, LLC | 4,251 | $223.3K | 0.00% | +180+4.4% | Added |
| Sawtooth Solutions, LLC | 4,252 | $223.4K | 0.01% | +151+3.7% | Added |
| Bleakley Financial Group, LLC | 4,252 | $223.4K | 0.01% | +151+3.7% | Added |
| FDx Advisors, Inc. | 4,261 | $224.0K | 0.02% | −312−6.8% | Reduced |
| Aquatic Capital Management LLC | 4,300 | $226.0K | 0.01% | −1,200−21.8% | Reduced |
| Signaturefd, LLC | 4,309 | $226.4K | 0.01% | −476−9.9% | Reduced |
| Glenmede Trust Co NA | 4,310 | $226.4K | 0.00% | +4,310 | New |
| MetLife Investment Management | 4,310 | $226.4K | 0.00% | +6+0.1% | Added |
| CIBC Private Wealth Group, LLC | 4,406 | $231.5K | 0.00% | −334−7.0% | Reduced |
| NinePointTwo Capital | 4,416 | $232.0K | 0.09% | +4,416 | New |
| Motley Fool Asset Management LLC | 4,475 | $235.1K | 0.02% | −136−2.9% | Reduced |
| SRS Capital Advisors, Inc. | 4,478 | $235.2K | 0.03% | −180−3.9% | Reduced |
| Centiva Capital, LP | 4,542 | $238.6K | 0.01% | −10,741−70.3% | Reduced |
| Valley National Advisers Inc | 4,562 | $240.0K | 0.04% | −1,074−19.1% | Reduced |
| Tectonic Advisors LLC | 4,766 | $250.4K | 0.02% | +4,766 | New |
| 9258 Wealth Management, LLC | 4,869 | $255.8K | 0.05% | +6+0.1% | Added |
| KB Financial Partners, LLC | 4,872 | $256.0K | 0.07% | +31+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,888 | $256.8K | 0.00% | +4,888 | New |
| Bridgefront Capital, LLC | 4,967 | $261.0K | 0.18% | +1,381+38.5% | Added |
| SkyView Investment Advisors, LLC | 4,963 | $261.0K | 0.11% | +192+4.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,995 | $262.4K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 5,063 | $266.0K | 0.24% | −2,230−30.6% | Reduced |
| Wellington Management Group LLP | 5,211 | $273.8K | 0.00% | +823+18.8% | Added |
| Mount Yale Investment Advisors, LLC | 5,257 | $276.2K | 0.03% | −11−0.2% | Reduced |
| Ironwood Investment Counsel, LLC | 5,301 | $278.5K | 0.07% | +5,301 | New |
| Bank of Nova Scotia | 5,325 | $279.8K | 0.00% | +810+17.9% | Added |
| Resources Investment Advisors, LLC. | 5,424 | $285.0K | 0.01% | +546+11.2% | Added |
| NorthCrest Asset Manangement, LLC | 5,440 | $285.8K | 0.01% | −11−0.2% | Reduced |
| Lincoln National Corp | 5,471 | $287.5K | 0.01% | −68−1.2% | Reduced |
| Blueshift Asset Management, LLC | 5,481 | $288.0K | 0.17% | +5,481 | New |
| Two Sigma Securities, LLC | 5,618 | $295.2K | 0.01% | +5,618 | New |
| ASB Consultores, LLC | 5,797 | $304.6K | 0.12% | +5,797 | New |
| Kestra Advisory Services, LLC | 6,055 | $318.1K | 0.00% | +706+13.2% | Added |
| Vinva Investment Management Ltd | 6,097 | $321.8K | 0.03% | +495+8.8% | Added |
| Clough Capital Partners L P | 6,141 | $322.6K | 0.03% | +6,141 | New |
| Natixis Investment Managers International | 6,185 | $325.0K | 0.03% | −15,640−71.7% | Reduced |
| Integrated Wealth Concepts LLC | 6,221 | $326.9K | 0.01% | +745+13.6% | Added |
| Tokio Marine Asset Management Co Ltd | 6,251 | $328.4K | 0.02% | +756+13.8% | Added |
| Snowden Capital Advisors LLC | 6,274 | $329.6K | 0.01% | +625+11.1% | Added |
| Brinker Capital Investments, LLC | 6,334 | $332.8K | 0.00% | −23−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 6,334 | $332.8K | 0.00% | −23−0.4% | Reduced |
| Intech Investment Management LLC | 6,403 | $336.4K | 0.00% | −14,598−69.5% | Reduced |
| New World Advisors LLC | 6,450 | $338.9K | 0.12% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,595 | $346.5K | 0.02% | −46−0.7% | Reduced |
| Umb Bank N A | 6,599 | $346.7K | 0.01% | +99+1.5% | Added |
| Legacy Capital Wealth Partners, LLC | 6,670 | $350.4K | 0.10% | +6,670 | New |
| PEAK6 Investments LLC | 6,724 | $353.3K | 0.02% | +4,041+150.6% | Added |
| Greenleaf Trust | 6,769 | $355.6K | 0.00% | +4+0.1% | Added |
| Carret Asset Management, LLC | 6,895 | $362.3K | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,942 | $364.7K | 0.05% | +466+7.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,077 | $371.8K | 0.02% | −207−2.8% | Reduced |
| Wetherby Asset Management Inc | 7,121 | $374.1K | 0.02% | +33+0.5% | Added |
| Nicolet Bankshares Inc | 7,125 | $374.3K | 0.11% | +380+5.6% | Added |
| State of Michigan Retirement System | 7,170 | $376.7K | 0.00% | −1,300−15.3% | Reduced |
| Summit Trail Advisors, LLC | 7,246 | $380.7K | 0.01% | +298+4.3% | Added |
| Evercore Wealth Management, LLC | 7,370 | $387.2K | 0.01% | −499,915−98.5% | Reduced |
| Baird Financial Group, Inc. | 7,508 | $394.5K | 0.00% | +1,075+16.7% | Added |
| Commonwealth Equity Services, LLC | 7,575 | $398.0K | 0.00% | −451−5.6% | Reduced |
| CIBC Asset Management Inc | 7,606 | $399.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,649 | $401.9K | 0.00% | −587−7.1% | Reduced |
| Creative Planning | 7,822 | $411.0K | 0.00% | +514+7.0% | Added |
| MML Investors Services, LLC | 7,926 | $416.0K | 0.00% | −35−0.4% | Reduced |
| Walleye Trading LLC | 7,926 | $416.4K | 0.01% | +7,926 | New |
| Xponance, Inc. | 7,971 | $418.8K | 0.01% | +159+2.0% | Added |
| Chicago Trust Co NA | 8,053 | $423.1K | 0.11% | −672−7.7% | Reduced |
| Axq Capital, LP | 8,200 | $430.8K | 0.15% | +1,500+22.4% | Added |
| Kestra Private Wealth Services, LLC | 8,234 | $432.6K | 0.01% | +164+2.0% | Added |
| Aviva PLC | 8,328 | $437.6K | 0.00% | −35−0.4% | Reduced |
| CI Private Wealth, LLC | 8,481 | $445.6K | 0.00% | −585−6.5% | Reduced |
| CIBC World Markets Inc. | 8,600 | $452.0K | 0.00% | +479+5.9% | Added |
| Cetera Advisor Networks LLC | 8,822 | $463.5K | 0.00% | −2,329−20.9% | Reduced |
| Abn Amro Investment Solutions | 8,840 | $464.5K | 0.01% | +116+1.3% | Added |
| Kovitz Investment Group Partners, LLC | 8,891 | $467.1K | 0.01% | −665−7.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,918 | $468.6K | 0.04% | −33−0.4% | Reduced |
| Machina Capital S.A.S. | 8,964 | $471.0K | 0.26% | +5,612+167.4% | Added |
| AlphaMark Advisors, LLC | 9,046 | $475.0K | 0.20% | +476+5.6% | Added |
| Prudent Man Advisors, LLC | 9,168 | $481.7K | 0.19% | −16−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,182 | $482.4K | 0.00% | +9,182 | New |
| Graypoint LLC | 9,199 | $483.3K | 0.05% | +269+3.0% | Added |