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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 6,760 | $413.1K | 0.01% | −486−6.7% | Reduced |
| PEAK6 Investments LLC | 6,880 | $420.4K | 0.02% | +156+2.3% | Added |
| Abn Amro Investment Solutions | 6,981 | $426.6K | 0.01% | −1,859−21.0% | Reduced |
| Nicolet Bankshares Inc | 7,035 | $429.9K | 0.12% | −90−1.3% | Reduced |
| Creative Planning | 7,051 | $430.9K | 0.00% | −771−9.9% | Reduced |
| Carret Asset Management, LLC | 7,070 | $432.0K | 0.06% | +175+2.5% | Added |
| CIBC Asset Management Inc | 7,102 | $434.0K | 0.00% | −504−6.6% | Reduced |
| CWM Advisors, LLC | 7,257 | $443.5K | 0.05% | +315+4.5% | Added |
| Chicago Trust Co NA | 7,446 | $455.0K | 0.10% | −607−7.5% | Reduced |
| XTX Topco Ltd | 7,473 | $456.7K | 0.10% | +7,473 | New |
| Cerity Partners LLC | 7,484 | $457.3K | 0.00% | +3,671+96.3% | Added |
| Cetera Investment Advisers | 7,560 | $462.0K | 0.00% | −89−1.2% | Reduced |
| CI Private Wealth, LLC | 7,663 | $468.3K | 0.00% | −818−9.6% | Reduced |
| Commonwealth Equity Services, LLC | 7,842 | $479.0K | 0.00% | +267+3.5% | Added |
| Xponance, Inc. | 7,933 | $484.8K | 0.01% | −38−0.5% | Reduced |
| State of Michigan Retirement System | 7,970 | $487.0K | 0.00% | +800+11.2% | Added |
| Trust Co of Vermont | 7,981 | $487.7K | 0.03% | −3,764−32.0% | Reduced |
| Aquatic Capital Management LLC | 8,000 | $489.0K | 0.01% | +3,700+86.0% | Added |
| Douglas Lane & Associates, LLC | 8,023 | $490.3K | 0.01% | −2,159−21.2% | Reduced |
| Graypoint LLC | 8,023 | $490.3K | 0.04% | −1,176−12.8% | Reduced |
| Cetera Advisor Networks LLC | 8,182 | $500.0K | 0.00% | −640−7.3% | Reduced |
| Aviva PLC | 8,307 | $507.6K | 0.00% | −21−0.3% | Reduced |
| QRG Capital Management, Inc. | 8,461 | $517.0K | 0.01% | −904−9.7% | Reduced |
| Prudent Man Advisors, LLC | 8,659 | $529.2K | 0.20% | −509−5.6% | Reduced |
| M&T Bank Corp | 8,865 | $541.2K | 0.00% | −681−7.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,948 | $546.8K | 0.04% | +30+0.3% | Added |
| Greenland Capital Management LP | 8,962 | $547.7K | 0.08% | +8,962 | New |
| Panagora Asset Management Inc | 9,095 | $555.8K | 0.00% | −172−1.9% | Reduced |
| AlphaMark Advisors, LLC | 9,240 | $565.0K | 0.21% | +194+2.1% | Added |
| Transamerica Financial Advisors, Inc. | 9,351 | $572.0K | 0.08% | −2,469−20.9% | Reduced |
| Summit Global Investments | 9,622 | $588.0K | 0.04% | −2,526−20.8% | Reduced |
| Kestra Private Wealth Services, LLC | 9,662 | $590.4K | 0.02% | +1,428+17.3% | Added |
| Petrus Trust Company, LTA | 9,687 | $592.0K | 0.06% | −7,753−44.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,713 | $593.5K | 0.00% | +531+5.8% | Added |
| CIBC World Markets Inc. | 9,775 | $597.0K | 0.00% | +1,175+13.7% | Added |
| United Capital Financial Advisers, LLC | 9,979 | $609.8K | 0.01% | −5,621−36.0% | Reduced |
| Axq Capital, LP | 10,100 | $617.2K | 0.16% | +1,900+23.2% | Added |
| Meiji Yasuda Life Insurance Co | 10,105 | $617.5K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 10,241 | $626.0K | 0.01% | +10,241 | New |
| MML Investors Services, LLC | 10,273 | $628.0K | 0.00% | +2,347+29.6% | Added |
| HighTower Advisors, LLC | 10,471 | $637.0K | 0.00% | −226−2.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,429 | $637.3K | 0.09% | +10,429 | New |
| Auxano Advisors, LLC | 10,487 | $640.9K | 0.22% | +10,487 | New |
| Banco Santander, S.A. | 10,593 | $647.3K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 10,698 | $653.7K | 0.02% | −140−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,726 | $655.5K | 0.00% | −4,874−31.2% | Reduced |
| Bank of Nova Scotia | 10,765 | $657.8K | 0.00% | +5,440+102.2% | Added |
| Clearstead Advisors, LLC | 10,836 | $662.2K | 0.04% | −52−0.5% | Reduced |
| Teza Capital Management LLC | 11,028 | $673.9K | 0.11% | +11,028 | New |
| Campbell & CO Investment Adviser LLC | 11,363 | $694.4K | 0.06% | +932+8.9% | Added |
| Fox Run Management, L.L.C. | 11,597 | $708.7K | 0.18% | −417−3.5% | Reduced |
| Prudential PLC | 11,623 | $710.3K | 0.01% | −20−0.2% | Reduced |
| First National Bank of Hutchinson | 11,869 | $725.3K | 0.52% | −50−0.4% | Reduced |
| Dark Forest Capital Management LP | 11,953 | $730.4K | 0.11% | −32,142−72.9% | Reduced |
| Curated Wealth Partners LLC | 12,008 | $733.8K | 0.12% | +384+3.3% | Added |
| First Hawaiian Bank | 12,087 | $738.6K | 0.02% | −3,269−21.3% | Reduced |
| Pinebridge Investments, L.P. | 12,104 | $739.7K | 0.01% | +8,213+211.1% | Added |
| Inlet Private Wealth, LLC | 12,150 | $742.5K | 0.23% | +12,150 | New |
| Legacy Wealth Asset Management, LLC | 12,271 | $749.9K | 0.25% | +164+1.4% | Added |
| Schechter Investment Advisors, LLC | 12,320 | $752.9K | 0.07% | −1,610−11.6% | Reduced |
| Desjardins Global Asset Management Inc. | 12,584 | $769.0K | 0.08% | +142+1.1% | Added |
| Bessemer Group Inc | 12,594 | $770.0K | 0.00% | −1,019−7.5% | Reduced |
| Carmignac Gestion | 12,737 | $778.4K | 0.01% | +2,298+22.0% | Added |
| Captrust Financial Advisors | 12,837 | $784.5K | 0.00% | −736−5.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,854 | $785.5K | 0.04% | +6,603+105.6% | Added |
| Scalar Gauge Management, LLC | 13,000 | $794.4K | 0.75% | +13,000 | New |
| Ontario Teachers Pension Plan Board | 13,069 | $798.6K | 0.01% | +1,087+9.1% | Added |
| Rockefeller Capital Management L.P. | 13,141 | $803.1K | 0.00% | −364−2.7% | Reduced |
| Guggenheim Capital LLC | 13,212 | $807.4K | 0.01% | −8,209−38.3% | Reduced |
| Balentine LLC | 13,377 | $817.5K | 0.03% | −3,582−21.1% | Reduced |
| Two Sigma Advisers, LP | 13,600 | $831.1K | 0.00% | +13,600 | New |
| Winton Group Ltd | 13,603 | $831.3K | 0.06% | +13,603 | New |
| Principal Financial Group Inc | 13,690 | $836.6K | 0.00% | −3,389−19.8% | Reduced |
| Regions Financial Corp | 14,885 | $909.6K | 0.01% | +725+5.1% | Added |
| Foresight Global Investors, Inc. | 15,019 | $917.8K | 0.53% | −4,940−24.8% | Reduced |
| Kensington Investment Counsel, LLC | 15,079 | $921.5K | 0.48% | −368−2.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,891 | $971.1K | 0.01% | +62+0.4% | Added |
| CastleKnight Management LP | 16,000 | $977.8K | 0.16% | +4,900+44.1% | Added |
| Groesbeck Investment Management Corp | 16,373 | $1.00M | 1.39% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 16,439 | $1.00M | 0.14% | −806−4.7% | Reduced |
| Maryland State Retirement & Pension System | 16,587 | $1.01M | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $1.04M | 0.79% | – | – |
| Cullen/Frost Bankers, Inc. | 17,068 | $1.04M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,119 | $1.05M | 0.00% | −16,302−48.8% | Reduced |
| Paradigm Asset Management Co LLC | 17,200 | $1.05M | 0.28% | −500−2.8% | Reduced |
| Mariner, LLC | 17,404 | $1.06M | 0.00% | −323−1.8% | Reduced |
| Wolverine Asset Management LLC | 17,590 | $1.07M | 0.02% | +4,800+37.5% | Added |
| Toroso Investments, LLC | 17,875 | $1.09M | 0.03% | +7,621+74.3% | Added |
| Integrated Investment Consultants, LLC | 17,883 | $1.09M | 0.35% | +4,940+38.2% | Added |
| Alps Advisors Inc | 18,249 | $1.12M | 0.01% | −145−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 18,714 | $1.14M | 0.03% | −2,441−11.5% | Reduced |
| Mercer Global Advisors Inc | 18,729 | $1.15M | 0.00% | −3,622−16.2% | Reduced |
| Lecap Asset Management Ltd | 18,828 | $1.15M | 0.42% | +18,828 | New |
| University of Texas/Texas Am Investment Managment Co | 19,001 | $1.16M | 0.32% | +19,001 | New |
| Argent Trust Co | 19,091 | $1.17M | 0.06% | +51+0.3% | Added |
| Elo Mutual Pension Insurance Co | 19,494 | $1.19M | 0.03% | +746+4.0% | Added |
| Verition Fund Management LLC | 19,609 | $1.20M | 0.01% | +19,609 | New |
| Raymond James Trust N.A. | 21,052 | $1.29M | 0.03% | +1,068+5.3% | Added |
| Bokf, NA | 21,257 | $1.30M | 0.03% | −3,309−13.5% | Reduced |
| Trexquant Investment LP | 21,472 | $1.31M | 0.03% | +21,472 | New |