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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1,038 | $63.4K | 0.00% | +391+60.4% | Added |
| First Horizon Advisors, Inc. | 1,129 | $69.0K | 0.00% | −87−7.2% | Reduced |
| Leonteq Securities AG | 1,210 | $73.9K | 0.01% | +300+33.0% | Added |
| Proequities, Inc. | 1,271 | $77.7K | 0.01% | +110+9.5% | Added |
| Anchor Investment Management, LLC | 1,273 | $77.8K | 0.01% | −350−21.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,292 | $79.0K | 0.01% | +166+14.7% | Added |
| Cubist Systematic Strategies, LLC | 1,391 | $85.0K | 0.00% | +1,391 | New |
| Kapitalo Investimentos Ltda | 1,402 | $85.7K | 0.02% | −439−23.8% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $97.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,630 | $99.6K | 0.00% | 00.0% | Unchanged |
| Ossiam | 1,758 | $107.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,787 | $109.2K | 0.00% | −46−2.5% | Reduced |
| GAMMA Investing LLC | 1,845 | $112.6K | 0.03% | +1,845 | New |
| Covestor Ltd | 1,883 | $115.0K | 0.08% | +702+59.4% | Added |
| Tortoise Investment Management, LLC | 2,000 | $122.2K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,000 | $122.2K | 0.03% | +1,000+100.0% | Added |
| EntryPoint Capital, LLC | 2,234 | $136.5K | 0.13% | +2,234 | New |
| Quadrant Capital Group LLC | 2,252 | $137.6K | 0.01% | +531+30.9% | Added |
| LGT Financial Advisors LLC | 2,423 | $148.1K | 0.18% | +46+1.9% | Added |
| Advisory Services Network, LLC | 2,786 | $170.3K | 0.00% | +2,786 | New |
| Ostrum Asset Management | 2,855 | $174.5K | 0.02% | +12+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,943 | $180.0K | 0.00% | +2,326+377.0% | Added |
| CWM, LLC | 2,973 | $182.0K | 0.00% | +114+4.0% | Added |
| Wealth Alliance | 3,281 | $200.5K | 0.03% | +3,281 | New |
| Apollon Wealth Management, LLC | 3,332 | $203.6K | 0.01% | +3,332 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,400 | $208.0K | 0.09% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 3,417 | $208.8K | 0.01% | +3,417 | New |
| Perpetual Ltd | 3,446 | $210.6K | 0.00% | +3,446 | New |
| Park Avenue Securities LLC | 3,475 | $212.0K | 0.00% | +3,475 | New |
| Signaturefd, LLC | 3,474 | $212.3K | 0.00% | −835−19.4% | Reduced |
| Copeland Capital Management, LLC | 3,535 | $216.0K | 0.00% | −51−1.4% | Reduced |
| State of Wyoming | 3,544 | $216.6K | 0.04% | −64−1.8% | Reduced |
| Avestar Capital, LLC | 3,557 | $217.4K | 0.03% | −308−8.0% | Reduced |
| Sheets Smith Wealth Management | 3,600 | $220.0K | 0.03% | +3,600 | New |
| FDx Advisors, Inc. | 3,593 | $220.0K | 0.02% | −668−15.7% | Reduced |
| Transcend Wealth Collective, LLC | 3,602 | $220.1K | 0.02% | +3,602 | New |
| Vestcor Inc | 3,731 | $228.0K | 0.01% | −54−1.4% | Reduced |
| Brown Advisory Inc | 3,780 | $231.0K | 0.00% | +3,780 | New |
| Capstone Investment Advisors, LLC | 3,806 | $232.6K | 0.00% | +3,806 | New |
| Wealth Enhancement Advisory Services, LLC | 3,842 | $234.8K | 0.00% | −1,046−21.4% | Reduced |
| Meixler Investment Management, Ltd. | 3,978 | $243.1K | 0.20% | −1,085−21.4% | Reduced |
| Motley Fool Asset Management LLC | 4,012 | $245.2K | 0.02% | −463−10.3% | Reduced |
| New York Life Investment Management LLC | 4,030 | $246.3K | 0.00% | +4,030 | New |
| Putnam Investments LLC | 4,034 | $246.5K | 0.00% | +4,034 | New |
| Sawtooth Solutions, LLC | 4,043 | $247.1K | 0.01% | −209−4.9% | Reduced |
| Bleakley Financial Group, LLC | 4,043 | $247.1K | 0.01% | −209−4.9% | Reduced |
| Foster & Motley Inc | 4,129 | $252.0K | 0.02% | +4,129 | New |
| Westpac Banking Corp | 4,184 | $255.7K | 0.02% | +2,677+177.6% | Added |
| MetLife Investment Management | 4,229 | $258.4K | 0.00% | −81−1.9% | Reduced |
| Quotient Wealth Partners, LLC | 4,255 | $260.0K | 0.01% | +4,255 | New |
| Yousif Capital Management, LLC | 4,266 | $260.7K | 0.00% | +15+0.4% | Added |
| Valley National Advisers Inc | 4,355 | $266.0K | 0.04% | −207−4.5% | Reduced |
| CIBC Private Wealth Group, LLC | 4,365 | $266.7K | 0.00% | −41−0.9% | Reduced |
| Two Sigma Securities, LLC | 4,393 | $268.5K | 0.01% | −1,225−21.8% | Reduced |
| NinePointTwo Capital | 4,416 | $269.0K | 0.11% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 4,412 | $269.6K | 0.02% | +4,412 | New |
| Brevan Howard Capital Management LP | 4,456 | $272.3K | 0.03% | +4,456 | New |
| Wealthfront Advisers LLC | 4,459 | $272.5K | 0.00% | −15,494−77.7% | Reduced |
| Evercore Wealth Management, LLC | 4,480 | $273.8K | 0.00% | −2,890−39.2% | Reduced |
| AJOVista, LLC | 4,574 | $279.5K | 0.35% | +4,574 | New |
| Ci Investments Inc. | 4,642 | $284.0K | 0.00% | +2,975+178.5% | Added |
| MeadowBrook Investment Advisors LLC | 4,760 | $290.9K | 0.28% | +4,760 | New |
| Greenleaf Trust | 4,863 | $297.2K | 0.00% | −1,906−28.2% | Reduced |
| 9258 Wealth Management, LLC | 4,874 | $297.8K | 0.05% | +5+0.1% | Added |
| Golden State Equity Partners | 4,883 | $298.4K | 0.07% | +4,883 | New |
| Kovitz Investment Group Partners, LLC | 4,909 | $300.0K | 0.00% | −3,982−44.8% | Reduced |
| Ironwood Investment Counsel, LLC | 4,950 | $302.5K | 0.06% | −351−6.6% | Reduced |
| National Bank of Canada | 5,011 | $302.8K | 0.00% | +4,237+547.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,995 | $305.2K | 0.00% | 00.0% | Unchanged |
| Clough Capital Partners L P | 5,104 | $311.9K | 0.03% | −1,037−16.9% | Reduced |
| Investment Management Corp of Ontario | 5,175 | $316.2K | 0.01% | +5,175 | New |
| Resources Investment Advisors, LLC. | 5,240 | $320.2K | 0.01% | −184−3.4% | Reduced |
| Brinker Capital Investments, LLC | 5,263 | $320.8K | 0.00% | −1,071−16.9% | Reduced |
| Orion Portfolio Solutions, LLC | 5,263 | $320.8K | 0.00% | −1,071−16.9% | Reduced |
| Qtron Investments LLC | 5,382 | $328.9K | 0.05% | +1,154+27.3% | Added |
| NorthCrest Asset Manangement, LLC | 5,440 | $332.4K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5,507 | $337.0K | 0.08% | +544+11.0% | Added |
| Lincoln National Corp | 5,580 | $341.0K | 0.01% | +109+2.0% | Added |
| Tectonic Advisors LLC | 5,584 | $341.2K | 0.03% | +818+17.2% | Added |
| Oppenheimer & Co Inc | 5,665 | $346.2K | 0.01% | +5,665 | New |
| Intech Investment Management LLC | 5,752 | $351.5K | 0.01% | −651−10.2% | Reduced |
| Old National Bancorp | 5,827 | $356.1K | 0.01% | −4,525−43.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,973 | $365.0K | 0.00% | +4,875+444.0% | Added |
| Integrated Wealth Concepts LLC | 5,977 | $365.3K | 0.01% | −244−3.9% | Reduced |
| ING Groep NV | 6,000 | $366.7K | 0.00% | +6,000 | New |
| Degroof Petercam Asset Management | 6,000 | $366.7K | 0.00% | +6,000 | New |
| Kestra Advisory Services, LLC | 6,166 | $376.8K | 0.00% | +111+1.8% | Added |
| Wellington Management Group LLP | 6,184 | $377.9K | 0.00% | +973+18.7% | Added |
| CIBC World Markets Corp | 6,220 | $380.1K | 0.00% | +6,220 | New |
| Dynamic Advisor Solutions LLC | 6,463 | $386.6K | 0.01% | −132−2.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,416 | $392.1K | 0.11% | −254−3.8% | Reduced |
| Atom Investors LP | 6,434 | $393.2K | 0.07% | −12,528−66.1% | Reduced |
| New World Advisors LLC | 6,450 | $394.2K | 0.12% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,481 | $396.1K | 0.01% | +6,481 | New |
| Baird Financial Group, Inc. | 6,573 | $401.7K | 0.00% | −935−12.5% | Reduced |
| Umb Bank N A | 6,599 | $403.3K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,655 | $406.7K | 0.02% | +381+6.1% | Added |
| SRS Capital Advisors, Inc. | 6,684 | $408.5K | 0.05% | +2,206+49.3% | Added |
| Wetherby Asset Management Inc | 6,692 | $408.9K | 0.02% | −429−6.0% | Reduced |
| Glenmede Trust Co NA | 6,759 | $413.0K | 0.00% | +2,449+56.8% | Added |