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 |
|---|---|---|---|---|---|
| NinePointTwo Capital | 4,416 | $232.0K | 0.09% | +4,416 | New |
| CIBC Private Wealth Group, LLC | 4,406 | $231.5K | 0.00% | −334−7.0% | Reduced |
| MetLife Investment Management | 4,310 | $226.4K | 0.00% | +6+0.1% | Added |
| Glenmede Trust Co NA | 4,310 | $226.4K | 0.00% | +4,310 | New |
| Signaturefd, LLC | 4,309 | $226.4K | 0.01% | −476−9.9% | Reduced |
| Aquatic Capital Management LLC | 4,300 | $226.0K | 0.01% | −1,200−21.8% | Reduced |
| FDx Advisors, Inc. | 4,261 | $224.0K | 0.02% | −312−6.8% | Reduced |
| 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 |
| Yousif Capital Management, LLC | 4,251 | $223.3K | 0.00% | +180+4.4% | Added |
| Qtron Investments LLC | 4,228 | $222.1K | 0.04% | +4,228 | New |
| Fulton Bank, N.A. | 4,040 | $212.3K | 0.01% | +85+2.1% | Added |
| Pinebridge Investments, L.P. | 3,891 | $204.4K | 0.00% | +50+1.3% | Added |
| Avestar Capital, LLC | 3,865 | $203.1K | 0.03% | −406−9.5% | Reduced |
| Radnor Capital Management, LLC | 3,865 | $203.0K | 0.04% | +150+4.0% | Added |
| Cerity Partners LLC | 3,813 | $200.3K | 0.00% | −2,647−41.0% | Reduced |
| Vestcor Inc | 3,785 | $199.0K | 0.01% | −1,606−29.8% | Reduced |
| State of Wyoming | 3,608 | $189.6K | 0.04% | +291+8.8% | Added |
| Copeland Capital Management, LLC | 3,586 | $188.4K | 0.00% | +635+21.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,400 | $179.0K | 0.09% | −600−15.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,188 | $167.5K | 0.00% | −50,336−94.0% | Reduced |
| CWM, LLC | 2,859 | $150.0K | 0.00% | +481+20.2% | Added |
| Ostrum Asset Management | 2,843 | $149.4K | 0.01% | −21−0.7% | Reduced |
| LGT Financial Advisors LLC | 2,377 | $124.9K | 0.16% | +2,377 | New |
| Tortoise Investment Management, LLC | 2,000 | $105.1K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,890 | $99.0K | 0.00% | −1,812−48.9% | Reduced |
| Kapitalo Investimentos Ltda | 1,841 | $96.7K | 0.01% | +1,841 | New |
| American International Group, Inc. | 1,833 | $96.3K | 0.00% | −104−5.4% | Reduced |
| Ossiam | 1,758 | $92.4K | 0.00% | −1,954−52.6% | Reduced |
| Quadrant Capital Group LLC | 1,721 | $90.4K | 0.01% | −18−1.0% | Reduced |
| Ci Investments Inc. | 1,667 | $88.0K | 0.00% | +17+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,630 | $85.6K | 0.00% | −3,459−68.0% | Reduced |
| Anchor Investment Management, LLC | 1,623 | $85.3K | 0.01% | −75−4.4% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $84.1K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,507 | $79.2K | 0.01% | +769+104.2% | Added |
| Banque Cantonale Vaudoise | 1,491 | $78.0K | 0.00% | −2,524−62.9% | Reduced |
| First Horizon Advisors, Inc. | 1,216 | $63.9K | 0.00% | +2+0.2% | Added |
| Covestor Ltd | 1,181 | $62.0K | 0.05% | −2−0.2% | Reduced |
| Proequities, Inc. | 1,161 | $61.0K | 0.00% | −77−6.2% | Reduced |
| Penserra Capital Management LLC | 1,142 | $60.0K | 0.00% | +55+5.1% | Added |
| EverSource Wealth Advisors, LLC | 1,126 | $59.2K | 0.01% | +20+1.8% | Added |
| Tower Research Capital LLC (TRC) | 1,098 | $57.7K | 0.00% | −5,128−82.4% | Reduced |
| Allworth Financial LP | 1,060 | $55.7K | 0.00% | +591+126.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,011 | $53.1K | 0.00% | +1,011 | New |
| Fortis Group Advisors, LLC | 1,000 | $52.5K | 0.02% | +1,000 | New |
| Leonteq Securities AG | 910 | $47.8K | 0.01% | +220+31.9% | Added |
| Credit Agricole S A | 908 | $47.7K | 0.00% | +43+5.0% | Added |
| Park Place Capital Corp | 869 | $45.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 838 | $44.0K | 0.00% | +20+2.4% | Added |
| Caldwell Trust Co | 828 | $43.5K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 774 | $40.7K | 0.00% | −2,479−76.2% | Reduced |
| National Bank of Canada | 774 | $40.3K | 0.00% | −47−5.7% | Reduced |
| Nisa Investment Advisors, LLC | 720 | $37.8K | 0.00% | −1,100−60.4% | Reduced |
| Financial Avengers, Inc. | 663 | $34.8K | 0.02% | +3+0.5% | Added |
| Global Retirement Partners, LLC | 656 | $34.0K | 0.00% | +148+29.1% | Added |
| Farther Finance Advisors, LLC | 647 | $34.0K | 0.01% | +262+68.1% | Added |
| Operose Advisors LLC | 642 | $33.7K | 0.01% | +642 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 617 | $32.0K | 0.00% | −6,733−91.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 545 | $28.6K | 0.00% | −613−52.9% | Reduced |
| Bellevue Asset Management, LLC | 526 | $27.7K | 0.02% | +2+0.4% | Added |
| Headinvest, LLC | 500 | $26.1K | 0.01% | +500 | New |
| IFP Advisors, Inc | 481 | $25.3K | 0.00% | +4+0.8% | Added |
| RFP Financial Group LLC | 479 | $25.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 477 | $25.1K | 0.00% | +74+18.4% | Added |
| Newbridge Financial Services Group, Inc. | 383 | $20.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 327 | $17.2K | 0.00% | +1+0.3% | Added |
| Benjamin Edwards Inc | 320 | $17.0K | 0.00% | +189+144.3% | Added |
| Salem Investment Counselors Inc | 310 | $16.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 299 | $15.7K | 0.00% | +102+51.8% | Added |
| Distillate Capital Partners LLC | 230 | $12.1K | 3.05% | +26+12.7% | Added |
| Tucker Asset Management LLC | 216 | $11.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 184 | $9.67K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 182 | $9.56K | 0.00% | +2+1.1% | Added |
| Carolinas Wealth Consulting LLC | 189 | $9.51K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 178 | $9.35K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 175 | $9.20K | 0.00% | −1−0.6% | Reduced |
| WR Wealth Planners, LLC | 171 | $8.98K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 164 | $8.62K | 0.00% | −21−11.4% | Reduced |
| Colonial Trust Co | 154 | $8.53K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 153 | $8.04K | 0.00% | +142+1,290.9% | Added |
| 1832 Asset Management L.P. | 153 | $8.04K | 0.00% | +153 | New |
| Capital Advisors, Ltd. LLC | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 145 | $7.62K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 140 | $7.36K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 151 | $7.00K | 0.00% | +151 | New |
| CoreFirst Bank & Trust | 128 | $6.72K | 0.00% | +128 | New |
| Macroview Investment Management LLC | 124 | $6.54K | 0.01% | +124 | New |
| Beacon Capital Management, LLC | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $5.25K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 80 | $5.00K | 0.00% | +8+11.1% | Added |
| Steward Financial Group LLC | 108 | $5.00K | 0.00% | +108 | New |
| Bell Investment Advisors, Inc | 94 | $4.94K | 0.00% | +23+32.4% | Added |
| Pinnacle Bancorp, Inc. | 88 | $4.62K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 87 | $4.57K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 86 | $4.52K | 0.00% | −3−3.4% | Reduced |
| Whittier Trust Co | 86 | $4.52K | 0.00% | +86 | New |
| Avion Wealth | 84 | $4.00K | 0.00% | +42+100.0% | Added |
| Earnest Partners LLC | 63 | $3.31K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 63 | $3.31K | 0.00% | −4,271−98.5% | Reduced |
| Tobam | 66 | $3.00K | 0.00% | +66 | New |