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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Europe) Ltd | 45,000 | $2.36M | 0.12% | −22,500−33.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 44,909 | $2.36M | 0.02% | −614−1.3% | Reduced |
| PGGM Investments | 44,379 | $2.33M | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 44,095 | $2.32M | 0.19% | +44,095 | New |
| Comerica Bank | 42,309 | $2.22M | 0.01% | −373,820−89.8% | Reduced |
| Kornitzer Capital Management Inc | 41,989 | $2.21M | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 41,881 | $2.20M | 0.00% | −23,682−36.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 41,503 | $2.18M | 0.10% | +4,531+12.3% | Added |
| Aristides Capital LLC | 40,600 | $2.13M | 1.42% | −2,788−6.4% | Reduced |
| Hudson Value Partners, LLC | 40,253 | $2.11M | 1.11% | +2,137+5.6% | Added |
| DnB Asset Management AS | 40,098 | $2.11M | 0.01% | −6,448−13.9% | Reduced |
| Varma Mutual Pension Insurance Co | 40,000 | $2.10M | 0.03% | +40,000 | New |
| CenterBook Partners LP | 38,888 | $2.04M | 0.25% | +15,713+67.8% | Added |
| Daiwa Securities Group Inc. | 38,591 | $2.03M | 0.01% | −1,225−3.1% | Reduced |
| Man Group plc | – | $2.02M | 0.01% | – | – |
| Titan Global Capital Management USA LLC | 38,288 | $2.01M | 0.49% | −1,746−4.4% | Reduced |
| Wedge Capital Management L L P | 37,969 | $1.99M | 0.04% | −45,331−54.4% | Reduced |
| Oppenheimer Asset Management Inc. | 37,866 | $1.99M | 0.03% | −492−1.3% | Reduced |
| LPL Financial LLC | 37,841 | $1.99M | 0.00% | −253−0.7% | Reduced |
| Utah Retirement Systems | 37,436 | $1.97M | 0.03% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 37,238 | $1.96M | 0.00% | −1,747−4.5% | Reduced |
| Tredje AP-fonden | 37,005 | $1.94M | 0.03% | −3,518−8.7% | Reduced |
| Highlander Partners, L.P. | 37,000 | $1.94M | 1.92% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 36,900 | $1.94M | 0.07% | +36,900 | New |
| STRS Ohio | 36,817 | $1.93M | 0.01% | +8,086+28.1% | Added |
| Prudential Financial Inc | 36,598 | $1.92M | 0.00% | −3,504−8.7% | Reduced |
| Legal Advantage Investments, Inc. | 36,062 | $1.89M | 1.35% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 35,435 | $1.86M | 0.07% | +35,435 | New |
| Illinois Municipal Retirement Fund | 35,082 | $1.84M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 34,127 | $1.79M | 0.02% | −14,000−29.1% | Reduced |
| Capital Analysts, LLC | 34,051 | $1.79M | 0.10% | +663+2.0% | Added |
| FourThought Financial Partners, LLC | 33,604 | $1.77M | 0.25% | −131−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 33,421 | $1.76M | 0.00% | +12,086+56.6% | Added |
| Palisade Capital Management LLC | 33,332 | $1.75M | 0.05% | +7,164+27.4% | Added |
| Guardian Wealth Management, Inc. | 33,290 | $1.75M | 1.64% | +11,775+54.7% | Added |
| Fisher Asset Management, LLC | 32,968 | $1.73M | 0.00% | +4,040+14.0% | Added |
| Values First Advisors, Inc. | 31,994 | $1.68M | 1.09% | −238−0.7% | Reduced |
| Dean Investment Associates, LLC | 31,296 | $1.64M | 0.27% | +31,296 | New |
| Prescott Group Capital Management, L.L.C. | 31,284 | $1.64M | 0.36% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 31,108 | $1.63M | 0.07% | +8,210+35.9% | Added |
| Neuberger Berman Group LLC | 28,253 | $1.48M | 0.00% | +132+0.5% | Added |
| Echo Street Capital Management LLC | 27,217 | $1.43M | 0.01% | +27,217 | New |
| TD Private Client Wealth LLC | 25,776 | $1.35M | 0.06% | −1,298−4.8% | Reduced |
| State of Alaska, Department of Revenue | 25,623 | $1.35M | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 25,317 | $1.33M | 0.05% | +2,902+12.9% | Added |
| Rock Creek Group, LP | 25,000 | $1.31M | 0.17% | −25,000−50.0% | Reduced |
| Amalgamated Bank | 24,846 | $1.30M | 0.01% | +3,258+15.1% | Added |
| Manufacturers Life Insurance Company, The | 24,777 | $1.30M | 0.00% | +6,359+34.5% | Added |
| Nissay Asset Management Corp | 24,646 | $1.29M | 0.01% | +713+3.0% | Added |
| Rothschild Investment Corp | 24,613 | $1.29M | 0.11% | −126−0.5% | Reduced |
| US Bancorp | 23,865 | $1.25M | 0.00% | −1,664−6.5% | Reduced |
| Bridgewater Associates, LP | 23,757 | $1.25M | 0.01% | +23,757 | New |
| Bokf, NA | 24,566 | $1.23M | 0.03% | −2,288−8.5% | Reduced |
| Schroder Investment Management Group | 22,493 | $1.18M | 0.00% | −12,034−34.9% | Reduced |
| Mercer Global Advisors Inc | 22,351 | $1.17M | 0.00% | −3,626−14.0% | Reduced |
| Guggenheim Capital LLC | 21,421 | $1.13M | 0.01% | +337+1.6% | Added |
| Gulf International Bank (UK) Ltd | 21,155 | $1.11M | 0.03% | −1,859−8.1% | Reduced |
| British Columbia Investment Management Corp | 20,185 | $1.06M | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 19,984 | $1.05M | 0.03% | −90−0.4% | Reduced |
| Foresight Global Investors, Inc. | 19,959 | $1.05M | 0.58% | −2,185−9.9% | Reduced |
| Wealthfront Advisers LLC | 19,953 | $1.05M | 0.00% | −3,814−16.0% | Reduced |
| Argent Trust Co | 19,040 | $1.00M | 0.05% | +256+1.4% | Added |
| Atom Investors LP | 18,962 | $996.3K | 0.23% | +18,962 | New |
| Elo Mutual Pension Insurance Co | 18,748 | $985.0K | 0.03% | +273+1.5% | Added |
| Occudo Quantitative Strategies LP | 18,738 | $984.5K | 0.13% | +18,738 | New |
| First Republic Investment Management, Inc. | 18,567 | $975.5K | 0.00% | +1,634+9.6% | Added |
| Alps Advisors Inc | 18,394 | $966.4K | 0.01% | −1,066−5.5% | Reduced |
| Dean Capital Management | 18,246 | $958.6K | 0.72% | +18,246 | New |
| Blair William & Co | 18,217 | $957.1K | 0.00% | +3,618+24.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 18,061 | $948.9K | 0.01% | −50−0.3% | Reduced |
| Byrne Asset Management LLC | 17,860 | $938.0K | 0.78% | +110+0.6% | Added |
| Mariner, LLC | 17,727 | $931.4K | 0.00% | −3,090−14.8% | Reduced |
| Paradigm Asset Management Co LLC | 17,700 | $930.0K | 0.26% | −1,100−5.9% | Reduced |
| Advisor Partners II, LLC | 17,678 | $928.8K | 0.04% | +13,963+375.9% | Added |
| Ethic Inc. | 17,629 | $926.2K | 0.03% | +2,497+16.5% | Added |
| Petrus Trust Company, LTA | 17,440 | $916.3K | 0.10% | +9,363+115.9% | Added |
| Teacher Retirement System of Texas | 17,380 | $913.0K | 0.01% | +397+2.3% | Added |
| SYSTM Wealth Solutions LLC | 17,245 | $906.1K | 0.14% | +4,892+39.6% | Added |
| Principal Financial Group Inc | 17,079 | $897.3K | 0.00% | −390−2.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,068 | $896.8K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 16,959 | $891.0K | 0.03% | +117+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 16,770 | $881.0K | 0.09% | −7,461−30.8% | Reduced |
| Maryland State Retirement & Pension System | 16,587 | $871.5K | 0.02% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 16,373 | $860.0K | 1.30% | −1,700−9.4% | Reduced |
| SG Americas Securities, LLC | 15,895 | $835.0K | 0.01% | −460,438−96.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,829 | $831.7K | 0.01% | −34−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,600 | $819.6K | 0.00% | +2,176+16.2% | Added |
| United Capital Financial Advisers, LLC | 15,600 | $819.6K | 0.01% | −9,301−37.4% | Reduced |
| Kensington Investment Counsel, LLC | 15,447 | $811.6K | 0.50% | −185−1.2% | Reduced |
| First Hawaiian Bank | 15,356 | $806.8K | 0.03% | +211+1.4% | Added |
| Archford Capital Strategies, LLC | 15,098 | $793.2K | 0.16% | −468−3.0% | Reduced |
| Regions Financial Corp | 14,160 | $744.0K | 0.01% | +1,258+9.8% | Added |
| Schechter Investment Advisors, LLC | 13,930 | $731.9K | 0.07% | −62−0.4% | Reduced |
| Bessemer Group Inc | 13,613 | $715.0K | 0.00% | −956−6.6% | Reduced |
| Captrust Financial Advisors | 13,573 | $713.1K | 0.00% | +1,098+8.8% | Added |
| Rockefeller Capital Management L.P. | 13,505 | $709.6K | 0.00% | +13,505 | New |
| Cyrus J. Lawrence, LLC | 13,372 | $702.0K | 0.19% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 13,144 | $690.6K | 0.22% | +3,062+30.4% | Added |
| MBM Wealth Consultants, LLC | 13,430 | $686.5K | 0.30% | +718+5.6% | Added |
| Integrated Investment Consultants, LLC | 12,943 | $680.0K | 0.25% | +8,559+195.2% | Added |