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Livermore
ZHEN

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, Q4 2023

Institutional positions in SS&C Technologies Holdings Inc as of Dec 31, 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
562
+38 vs. Q3 2023
Shares held
205.7M
−1.44M (−0.7%) vs. Q3 2023
Total value
$12.6B
+$1.68B (+15.5%) vs. Q3 2023
New holders
93
189 more added
Sold out
55
219 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 562 institutions
Q1 2021: 487 institutionsQ2 2021: 483 institutionsQ3 2021: 507 institutionsQ4 2021: 541 institutionsQ1 2022: 565 institutionsQ2 2022: 559 institutionsQ3 2022: 537 institutionsQ4 2022: 535 institutionsQ1 2023: 534 institutionsQ2 2023: 529 institutionsQ3 2023: 531 institutionsQ4 2023: 562 institutionsQ1 2024: 573 institutionsQ2 2024: 577 institutionsQ3 2024: 664 institutionsQ4 2024: 649 institutionsQ1 2025: 718 institutionsQ2 2025: 693 institutionsQ3 2025: 722 institutionsQ4 2025: 758 institutionsQ1 2026: 721 institutionsQ2 2026: 727 institutions
Value heldQ4 2023: $12.6B
Q1 2021: $14.6BQ2 2021: $15.2BQ3 2021: $14.5BQ4 2021: $17.5BQ1 2022: $16.1BQ2 2022: $12.5BQ3 2022: $10.2BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $12.6BQ3 2023: $10.9BQ4 2023: $12.6BQ1 2024: $13.2BQ2 2024: $12.8BQ3 2024: $15.2BQ4 2024: $15.7BQ1 2025: $17.1BQ2 2025: $17.1BQ3 2025: $18.0BQ4 2025: $18.1BQ1 2026: $13.6BQ2 2026: $12.6B
Institutions holding SSNC and their total value by quarter
QuarterHoldersValue
Q2 2026727$12.6B
Q1 2026721$13.6B
Q4 2025758$18.1B
Q3 2025722$18.0B
Q2 2025693$17.1B
Q1 2025718$17.1B
Q4 2024649$15.7B
Q3 2024664$15.2B
Q2 2024577$12.8B
Q1 2024573$13.2B
Q4 2023562$12.6B
Q3 2023531$10.9B
Q2 2023529$12.6B
Q1 2023534$11.9B
Q4 2022535$10.9B
Q3 2022537$10.2B
Q2 2022559$12.5B
Q1 2022565$16.1B
Q4 2021541$17.5B
Q3 2021507$14.5B
Q2 2021483$15.2B
Q1 2021487$14.6B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q3 2023.

Institutions holding SSNC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC9$00.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.5$00.00%+5New
Dogwood Wealth Management LLC0$30.00%0New
MV Capital Management, Inc.1$620.00%+1New
Rakuten Securities, Inc.2$1220.00%+2New
JJJ Advisors Inc.2$1230.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1230.00%00.0%Unchanged
First Manhattan Co5$3050.00%+5New
Harbour Investments, Inc.5$3060.00%+5New
True Wealth Design, LLC6$3670.00%00.0%Unchanged
Abound Wealth Management6$3720.00%00.0%Unchanged
Tfo-TDC, LLC8$4890.00%00.0%Unchanged
Massmutual Trust Co FSB10$6110.00%−24−70.6%Reduced
Canada Pension Plan Investment Board10$6110.00%00.0%Unchanged
Versant Capital Management, Inc11$6720.00%+11New
Manchester Capital Management LLC11$6730.00%−23−67.6%Reduced
Nalls Sherbakoff Group, LLC14$8560.00%00.0%Unchanged
Gradient Investments LLC15$9170.00%00.0%Unchanged
Avion Wealth19$1.00K0.00%−65−77.4%Reduced
Thompson Siegel & Walmsley LLC9$1.00K0.00%00.0%Unchanged
GeoWealth Management, LLC15$1.00K0.00%+15New
WealthCollab, LLC18$1.10K0.00%+18New
Private Trust Co NA19$1.16K0.00%−3−13.6%Reduced
Provenance Wealth Advisors, LLC23$1.41K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC24$1.47K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.25$1.53K0.00%+25New
SJS Investment Consulting Inc.28$1.71K0.00%−11−28.2%Reduced
Chilton Capital Management LLC31$1.90K0.00%+31New
Long Island Wealth Management, Inc.25$2.00K0.00%+25New
First Pacific Financial36$2.20K0.00%+36New
Quarry LP40$2.44K0.00%+40New
Credit Agricole S A42$2.57K0.00%−866−95.4%Reduced
Bartlett & Co. Wealth Management LLC43$2.63K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$2.69K0.00%+44New
TD Waterhouse Canada Inc.35$2.78K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC48$2.93K0.00%+48New
Carmichael Hill & Associates, Inc.49$3.00K0.00%00.0%Unchanged
Bartlett & Co. LLC43$3.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners54$3.00K0.00%00.0%Unchanged
Sandy Spring Bank50$3.06K0.00%00.0%Unchanged
AdvisorNet Financial, Inc51$3.12K0.00%+4+8.5%Added
Macroview Investment Management LLC59$3.59K0.00%−65−52.4%Reduced
Fortitude Family Office, LLC59$3.60K0.00%+59New
Frazier Financial Advisors, LLC60$3.67K0.00%+60New
Smartleaf Asset Management LLC60$3.68K0.00%+60New
Brown Brothers Harriman & Co65$3.97K0.00%+65New
Bruce G. Allen Investments, LLC65$3.97K0.00%+65New
Private Wealth Management Group, LLC68$4.16K0.00%+68New
Jones Financial Companies LLLP73$4.46K0.00%+45+160.7%Added
Parkside Financial Bank & Trust76$4.64K0.00%−10−11.6%Reduced
Kayne Anderson Rudnick Investment Management LLC77$4.71K0.00%+58+305.3%Added
Bell Investment Advisors, Inc85$5.20K0.00%−9−9.6%Reduced
Beacon Capital Management, LLC100$5.25K0.00%00.0%Unchanged
Red Tortoise LLC87$5.32K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.88$5.38K0.00%00.0%Unchanged
GWM Advisors LLC108$6.61K0.00%+45+71.4%Added
Ronald Blue Trust, Inc.120$7.00K0.00%+40+50.0%Added
CVA Family Office, LLC121$7.39K0.00%+121New
NBC Securities, Inc.134$8.00K0.00%−17−11.3%Reduced
West Branch Capital LLC140$8.56K0.00%00.0%Unchanged
Hollencrest Capital Management145$8.86K0.00%00.0%Unchanged
1832 Asset Management L.P.153$9.35K0.00%00.0%Unchanged
Rakuten Investment Management, Inc.160$9.81K0.00%+160New
Capital Advisors, Ltd. LLC160$10.0K0.00%00.0%Unchanged
Colonial Trust Co174$10.7K0.00%+20+13.0%Added
Glassman Wealth Services176$10.8K0.00%−2−1.1%Reduced
Larson Financial Group LLC185$11.3K0.00%+1+0.5%Added
Carolinas Wealth Consulting LLC189$11.6K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC200$12.2K0.01%+200New
Tucker Asset Management LLC216$13.2K0.00%00.0%Unchanged
Huntington National Bank222$13.6K0.00%−255−53.5%Reduced
Quent Capital, LLC224$13.7K0.00%+71+46.4%Added
Distillate Capital Partners LLC230$14.1K3.06%00.0%Unchanged
JFS Wealth Advisors, LLC237$14.5K0.00%+73+44.5%Added
Allspring Global Investments Holdings, LLC251$15.3K0.00%−2,937−92.1%Reduced
McGlone Suttner Wealth Management, Inc.254$15.5K0.00%+254New
Beaird Harris Wealth Management, LLC298$18.2K0.00%+298New
Salem Investment Counselors Inc310$18.9K0.00%00.0%Unchanged
BKM Wealth Management, LLC323$19.7K0.01%+323New
Lindbrook Capital, LLC323$19.7K0.00%+141+77.5%Added
Rothschild Investment LLC323$19.7K0.00%+323New
Steward Partners Investment Advisory, LLC328$20.1K0.00%+1+0.3%Added
Spire Wealth Management338$20.5K0.00%+39+13.0%Added
Benjamin Edwards Inc351$21.0K0.00%+31+9.7%Added
Newbridge Financial Services Group, Inc.383$23.4K0.01%00.0%Unchanged
Group One Trading, L.P.400$24.4K0.00%+400New
Nisa Investment Advisors, LLC420$25.7K0.00%−300−41.7%Reduced
IFP Advisors, Inc430$26.3K0.00%−51−10.6%Reduced
Global Retirement Partners, LLC476$28.5K0.00%−180−27.4%Reduced
RFP Financial Group LLC479$29.3K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co525$32.0K0.00%−20−3.7%Reduced
Bellevue Asset Management, LLC528$32.3K0.03%+2+0.4%Added
Global X Japan Co., Ltd.584$35.7K0.02%+584New
Financial Avengers, Inc.666$40.7K0.02%+3+0.5%Added
Fifth Third Bancorp818$50.0K0.00%−20−2.4%Reduced
Principal Securities, Inc.861$52.6K0.00%+861New
Allworth Financial LP868$53.0K0.00%−192−18.1%Reduced
Caldwell Trust Co883$54.0K0.01%+55+6.6%Added
Penserra Capital Management LLC962$58.0K0.00%−180−15.8%Reduced
Tobam1,009$62.0K0.01%+943+1,428.8%Added