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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 9,267 | $486.9K | 0.00% | +37+0.4% | Added |
| QRG Capital Management, Inc. | 9,365 | $492.1K | 0.01% | +9,365 | New |
| Quantbot Technologies LP | 9,443 | $496.1K | 0.03% | +9,443 | New |
| M&T Bank Corp | 9,546 | $501.6K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,653 | $507.2K | 0.01% | +9,653 | New |
| Meiji Yasuda Life Insurance Co | 10,105 | $530.9K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 10,165 | $534.1K | 0.00% | +10,165 | New |
| Douglas Lane & Associates, LLC | 10,182 | $535.0K | 0.01% | −8,248−44.8% | Reduced |
| Toroso Investments, LLC | 10,254 | $538.7K | 0.02% | +735+7.7% | Added |
| Old National Bancorp | 10,352 | $543.9K | 0.02% | −734−6.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,431 | $548.0K | 0.07% | +2,425+30.3% | Added |
| Carmignac Gestion | 10,439 | $548.5K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 10,593 | $556.6K | 0.01% | +4,472+73.1% | Added |
| HighTower Advisors, LLC | 10,697 | $559.0K | 0.00% | −882−7.6% | Reduced |
| JustInvest LLC | 10,838 | $569.4K | 0.02% | +129+1.2% | Added |
| Clearstead Advisors, LLC | 10,888 | $572.1K | 0.04% | −118−1.1% | Reduced |
| Quinn Opportunity Partners LLC | 11,000 | $577.9K | 0.08% | −2,230−16.9% | Reduced |
| CastleKnight Management LP | 11,100 | $583.2K | 0.10% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 11,624 | $610.7K | 0.11% | +11,624 | New |
| Prudential PLC | 11,643 | $611.7K | 0.01% | −13,892−54.4% | Reduced |
| Trust Co of Vermont | 11,745 | $617.1K | 0.04% | −3,056−20.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 11,820 | $621.0K | 0.08% | −4,627−28.1% | Reduced |
| First National Bank of Hutchinson | 11,919 | $626.2K | 0.47% | +313+2.7% | Added |
| Ontario Teachers Pension Plan Board | 11,982 | $629.5K | 0.01% | +11,982 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $630.5K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,014 | $631.2K | 0.19% | +12,014 | New |
| Legacy Wealth Asset Management, LLC | 12,107 | $636.1K | 0.23% | −54−0.4% | Reduced |
| Summit Global Investments | 12,148 | $638.0K | 0.04% | −4,289−26.1% | Reduced |
| Desjardins Global Asset Management Inc. | 12,442 | $653.6K | 0.07% | +6,431+107.0% | Added |
| American Century Companies Inc | 12,588 | $661.4K | 0.00% | +4,098+48.3% | Added |
| Wolverine Asset Management LLC | 12,790 | $672.0K | 0.01% | +12,790 | New |
| Integrated Investment Consultants, LLC | 12,943 | $680.0K | 0.25% | +8,559+195.2% | Added |
| MBM Wealth Consultants, LLC | 13,430 | $686.5K | 0.30% | +718+5.6% | Added |
| Sherbrooke Park Advisers LLC | 13,144 | $690.6K | 0.22% | +3,062+30.4% | Added |
| Cyrus J. Lawrence, LLC | 13,372 | $702.0K | 0.19% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,505 | $709.6K | 0.00% | +13,505 | New |
| Captrust Financial Advisors | 13,573 | $713.1K | 0.00% | +1,098+8.8% | Added |
| Bessemer Group Inc | 13,613 | $715.0K | 0.00% | −956−6.6% | Reduced |
| Schechter Investment Advisors, LLC | 13,930 | $731.9K | 0.07% | −62−0.4% | Reduced |
| Regions Financial Corp | 14,160 | $744.0K | 0.01% | +1,258+9.8% | Added |
| Archford Capital Strategies, LLC | 15,098 | $793.2K | 0.16% | −468−3.0% | Reduced |
| First Hawaiian Bank | 15,356 | $806.8K | 0.03% | +211+1.4% | Added |
| Kensington Investment Counsel, LLC | 15,447 | $811.6K | 0.50% | −185−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 15,600 | $819.6K | 0.01% | −9,301−37.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,600 | $819.6K | 0.00% | +2,176+16.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,829 | $831.7K | 0.01% | −34−0.2% | Reduced |
| SG Americas Securities, LLC | 15,895 | $835.0K | 0.01% | −460,438−96.7% | Reduced |
| Groesbeck Investment Management Corp | 16,373 | $860.0K | 1.30% | −1,700−9.4% | Reduced |
| Maryland State Retirement & Pension System | 16,587 | $871.5K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 16,770 | $881.0K | 0.09% | −7,461−30.8% | Reduced |
| Balentine LLC | 16,959 | $891.0K | 0.03% | +117+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 17,068 | $896.8K | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 17,079 | $897.3K | 0.00% | −390−2.2% | Reduced |
| SYSTM Wealth Solutions LLC | 17,245 | $906.1K | 0.14% | +4,892+39.6% | Added |
| Teacher Retirement System of Texas | 17,380 | $913.0K | 0.01% | +397+2.3% | Added |
| Petrus Trust Company, LTA | 17,440 | $916.3K | 0.10% | +9,363+115.9% | Added |
| Ethic Inc. | 17,629 | $926.2K | 0.03% | +2,497+16.5% | Added |
| Advisor Partners II, LLC | 17,678 | $928.8K | 0.04% | +13,963+375.9% | Added |
| Paradigm Asset Management Co LLC | 17,700 | $930.0K | 0.26% | −1,100−5.9% | Reduced |
| Mariner, LLC | 17,727 | $931.4K | 0.00% | −3,090−14.8% | Reduced |
| Byrne Asset Management LLC | 17,860 | $938.0K | 0.78% | +110+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 18,061 | $948.9K | 0.01% | −50−0.3% | Reduced |
| Blair William & Co | 18,217 | $957.1K | 0.00% | +3,618+24.8% | Added |
| Dean Capital Management | 18,246 | $958.6K | 0.72% | +18,246 | New |
| Alps Advisors Inc | 18,394 | $966.4K | 0.01% | −1,066−5.5% | Reduced |
| First Republic Investment Management, Inc. | 18,567 | $975.5K | 0.00% | +1,634+9.6% | Added |
| Occudo Quantitative Strategies LP | 18,738 | $984.5K | 0.13% | +18,738 | New |
| Elo Mutual Pension Insurance Co | 18,748 | $985.0K | 0.03% | +273+1.5% | Added |
| Atom Investors LP | 18,962 | $996.3K | 0.23% | +18,962 | New |
| Argent Trust Co | 19,040 | $1.00M | 0.05% | +256+1.4% | Added |
| Wealthfront Advisers LLC | 19,953 | $1.05M | 0.00% | −3,814−16.0% | Reduced |
| Foresight Global Investors, Inc. | 19,959 | $1.05M | 0.58% | −2,185−9.9% | Reduced |
| Raymond James Trust N.A. | 19,984 | $1.05M | 0.03% | −90−0.4% | Reduced |
| British Columbia Investment Management Corp | 20,185 | $1.06M | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 21,155 | $1.11M | 0.03% | −1,859−8.1% | Reduced |
| Guggenheim Capital LLC | 21,421 | $1.13M | 0.01% | +337+1.6% | Added |
| Mercer Global Advisors Inc | 22,351 | $1.17M | 0.00% | −3,626−14.0% | Reduced |
| Schroder Investment Management Group | 22,493 | $1.18M | 0.00% | −12,034−34.9% | Reduced |
| Bokf, NA | 24,566 | $1.23M | 0.03% | −2,288−8.5% | Reduced |
| Bridgewater Associates, LP | 23,757 | $1.25M | 0.01% | +23,757 | New |
| US Bancorp | 23,865 | $1.25M | 0.00% | −1,664−6.5% | Reduced |
| Rothschild Investment Corp | 24,613 | $1.29M | 0.11% | −126−0.5% | Reduced |
| Nissay Asset Management Corp | 24,646 | $1.29M | 0.01% | +713+3.0% | Added |
| Manufacturers Life Insurance Company, The | 24,777 | $1.30M | 0.00% | +6,359+34.5% | Added |
| Amalgamated Bank | 24,846 | $1.30M | 0.01% | +3,258+15.1% | Added |
| Rock Creek Group, LP | 25,000 | $1.31M | 0.17% | −25,000−50.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 25,317 | $1.33M | 0.05% | +2,902+12.9% | Added |
| State of Alaska, Department of Revenue | 25,623 | $1.35M | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25,776 | $1.35M | 0.06% | −1,298−4.8% | Reduced |
| Echo Street Capital Management LLC | 27,217 | $1.43M | 0.01% | +27,217 | New |
| Neuberger Berman Group LLC | 28,253 | $1.48M | 0.00% | +132+0.5% | Added |
| Quantinno Capital Management LP | 31,108 | $1.63M | 0.07% | +8,210+35.9% | Added |
| Prescott Group Capital Management, L.L.C. | 31,284 | $1.64M | 0.36% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 31,296 | $1.64M | 0.27% | +31,296 | New |
| Values First Advisors, Inc. | 31,994 | $1.68M | 1.09% | −238−0.7% | Reduced |
| Fisher Asset Management, LLC | 32,968 | $1.73M | 0.00% | +4,040+14.0% | Added |
| Guardian Wealth Management, Inc. | 33,290 | $1.75M | 1.64% | +11,775+54.7% | Added |
| Palisade Capital Management LLC | 33,332 | $1.75M | 0.05% | +7,164+27.4% | Added |
| Advisor Group Holdings, Inc. | 33,421 | $1.76M | 0.00% | +12,086+56.6% | Added |
| FourThought Financial Partners, LLC | 33,604 | $1.77M | 0.25% | −131−0.4% | Reduced |