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 |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 12,790 | $672.0K | 0.01% | +12,790 | New |
| American Century Companies Inc | 12,588 | $661.4K | 0.00% | +4,098+48.3% | Added |
| Desjardins Global Asset Management Inc. | 12,442 | $653.6K | 0.07% | +6,431+107.0% | Added |
| Summit Global Investments | 12,148 | $638.0K | 0.04% | −4,289−26.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,107 | $636.1K | 0.23% | −54−0.4% | Reduced |
| Fox Run Management, L.L.C. | 12,014 | $631.2K | 0.19% | +12,014 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $630.5K | 0.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 11,982 | $629.5K | 0.01% | +11,982 | New |
| First National Bank of Hutchinson | 11,919 | $626.2K | 0.47% | +313+2.7% | Added |
| Transamerica Financial Advisors, Inc. | 11,820 | $621.0K | 0.08% | −4,627−28.1% | Reduced |
| Trust Co of Vermont | 11,745 | $617.1K | 0.04% | −3,056−20.6% | Reduced |
| Prudential PLC | 11,643 | $611.7K | 0.01% | −13,892−54.4% | Reduced |
| Curated Wealth Partners LLC | 11,624 | $610.7K | 0.11% | +11,624 | New |
| CastleKnight Management LP | 11,100 | $583.2K | 0.10% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 11,000 | $577.9K | 0.08% | −2,230−16.9% | Reduced |
| Clearstead Advisors, LLC | 10,888 | $572.1K | 0.04% | −118−1.1% | Reduced |
| JustInvest LLC | 10,838 | $569.4K | 0.02% | +129+1.2% | Added |
| HighTower Advisors, LLC | 10,697 | $559.0K | 0.00% | −882−7.6% | Reduced |
| Banco Santander, S.A. | 10,593 | $556.6K | 0.01% | +4,472+73.1% | Added |
| Carmignac Gestion | 10,439 | $548.5K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,431 | $548.0K | 0.07% | +2,425+30.3% | Added |
| Old National Bancorp | 10,352 | $543.9K | 0.02% | −734−6.6% | Reduced |
| Toroso Investments, LLC | 10,254 | $538.7K | 0.02% | +735+7.7% | Added |
| Douglas Lane & Associates, LLC | 10,182 | $535.0K | 0.01% | −8,248−44.8% | Reduced |
| Pathstone Family Office, LLC | 10,165 | $534.1K | 0.00% | +10,165 | New |
| Meiji Yasuda Life Insurance Co | 10,105 | $530.9K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,653 | $507.2K | 0.01% | +9,653 | New |
| M&T Bank Corp | 9,546 | $501.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,443 | $496.1K | 0.03% | +9,443 | New |
| QRG Capital Management, Inc. | 9,365 | $492.1K | 0.01% | +9,365 | New |
| Panagora Asset Management Inc | 9,267 | $486.9K | 0.00% | +37+0.4% | Added |
| Graypoint LLC | 9,199 | $483.3K | 0.05% | +269+3.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,182 | $482.4K | 0.00% | +9,182 | New |
| Prudent Man Advisors, LLC | 9,168 | $481.7K | 0.19% | −16−0.2% | Reduced |
| AlphaMark Advisors, LLC | 9,046 | $475.0K | 0.20% | +476+5.6% | Added |
| Machina Capital S.A.S. | 8,964 | $471.0K | 0.26% | +5,612+167.4% | Added |
| Moody Lynn & Lieberson, LLC | 8,918 | $468.6K | 0.04% | −33−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,891 | $467.1K | 0.01% | −665−7.0% | Reduced |
| Abn Amro Investment Solutions | 8,840 | $464.5K | 0.01% | +116+1.3% | Added |
| Cetera Advisor Networks LLC | 8,822 | $463.5K | 0.00% | −2,329−20.9% | Reduced |
| CIBC World Markets Inc. | 8,600 | $452.0K | 0.00% | +479+5.9% | Added |
| CI Private Wealth, LLC | 8,481 | $445.6K | 0.00% | −585−6.5% | Reduced |
| Aviva PLC | 8,328 | $437.6K | 0.00% | −35−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 8,234 | $432.6K | 0.01% | +164+2.0% | Added |
| Axq Capital, LP | 8,200 | $430.8K | 0.15% | +1,500+22.4% | Added |
| Chicago Trust Co NA | 8,053 | $423.1K | 0.11% | −672−7.7% | Reduced |
| Xponance, Inc. | 7,971 | $418.8K | 0.01% | +159+2.0% | Added |
| Walleye Trading LLC | 7,926 | $416.4K | 0.01% | +7,926 | New |
| MML Investors Services, LLC | 7,926 | $416.0K | 0.00% | −35−0.4% | Reduced |
| Creative Planning | 7,822 | $411.0K | 0.00% | +514+7.0% | Added |
| Cetera Investment Advisers | 7,649 | $401.9K | 0.00% | −587−7.1% | Reduced |
| CIBC Asset Management Inc | 7,606 | $399.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,575 | $398.0K | 0.00% | −451−5.6% | Reduced |
| Baird Financial Group, Inc. | 7,508 | $394.5K | 0.00% | +1,075+16.7% | Added |
| Evercore Wealth Management, LLC | 7,370 | $387.2K | 0.01% | −499,915−98.5% | Reduced |
| Summit Trail Advisors, LLC | 7,246 | $380.7K | 0.01% | +298+4.3% | Added |
| State of Michigan Retirement System | 7,170 | $376.7K | 0.00% | −1,300−15.3% | Reduced |
| Nicolet Bankshares Inc | 7,125 | $374.3K | 0.11% | +380+5.6% | Added |
| Wetherby Asset Management Inc | 7,121 | $374.1K | 0.02% | +33+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,077 | $371.8K | 0.02% | −207−2.8% | Reduced |
| CWM Advisors, LLC | 6,942 | $364.7K | 0.05% | +466+7.2% | Added |
| Carret Asset Management, LLC | 6,895 | $362.3K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 6,769 | $355.6K | 0.00% | +4+0.1% | Added |
| PEAK6 Investments LLC | 6,724 | $353.3K | 0.02% | +4,041+150.6% | Added |
| Legacy Capital Wealth Partners, LLC | 6,670 | $350.4K | 0.10% | +6,670 | New |
| Umb Bank N A | 6,599 | $346.7K | 0.01% | +99+1.5% | Added |
| Dynamic Advisor Solutions LLC | 6,595 | $346.5K | 0.02% | −46−0.7% | Reduced |
| New World Advisors LLC | 6,450 | $338.9K | 0.12% | 00.0% | Unchanged |
| Intech Investment Management LLC | 6,403 | $336.4K | 0.00% | −14,598−69.5% | Reduced |
| 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 |
| Snowden Capital Advisors LLC | 6,274 | $329.6K | 0.01% | +625+11.1% | Added |
| Tokio Marine Asset Management Co Ltd | 6,251 | $328.4K | 0.02% | +756+13.8% | Added |
| Integrated Wealth Concepts LLC | 6,221 | $326.9K | 0.01% | +745+13.6% | Added |
| Natixis Investment Managers International | 6,185 | $325.0K | 0.03% | −15,640−71.7% | Reduced |
| Clough Capital Partners L P | 6,141 | $322.6K | 0.03% | +6,141 | New |
| Vinva Investment Management Ltd | 6,097 | $321.8K | 0.03% | +495+8.8% | Added |
| Kestra Advisory Services, LLC | 6,055 | $318.1K | 0.00% | +706+13.2% | Added |
| ASB Consultores, LLC | 5,797 | $304.6K | 0.12% | +5,797 | New |
| Two Sigma Securities, LLC | 5,618 | $295.2K | 0.01% | +5,618 | New |
| Blueshift Asset Management, LLC | 5,481 | $288.0K | 0.17% | +5,481 | New |
| Lincoln National Corp | 5,471 | $287.5K | 0.01% | −68−1.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,440 | $285.8K | 0.01% | −11−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 5,424 | $285.0K | 0.01% | +546+11.2% | Added |
| Bank of Nova Scotia | 5,325 | $279.8K | 0.00% | +810+17.9% | Added |
| Ironwood Investment Counsel, LLC | 5,301 | $278.5K | 0.07% | +5,301 | New |
| Mount Yale Investment Advisors, LLC | 5,257 | $276.2K | 0.03% | −11−0.2% | Reduced |
| Wellington Management Group LLP | 5,211 | $273.8K | 0.00% | +823+18.8% | Added |
| Meixler Investment Management, Ltd. | 5,063 | $266.0K | 0.24% | −2,230−30.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,995 | $262.4K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,963 | $261.0K | 0.11% | +192+4.0% | Added |
| Bridgefront Capital, LLC | 4,967 | $261.0K | 0.18% | +1,381+38.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,888 | $256.8K | 0.00% | +4,888 | New |
| KB Financial Partners, LLC | 4,872 | $256.0K | 0.07% | +31+0.6% | Added |
| 9258 Wealth Management, LLC | 4,869 | $255.8K | 0.05% | +6+0.1% | Added |
| Tectonic Advisors LLC | 4,766 | $250.4K | 0.02% | +4,766 | New |
| Valley National Advisers Inc | 4,562 | $240.0K | 0.04% | −1,074−19.1% | Reduced |
| Centiva Capital, LP | 4,542 | $238.6K | 0.01% | −10,741−70.3% | Reduced |
| SRS Capital Advisors, Inc. | 4,478 | $235.2K | 0.03% | −180−3.9% | Reduced |
| Motley Fool Asset Management LLC | 4,475 | $235.1K | 0.02% | −136−2.9% | Reduced |