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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 12,594 | $770.0K | 0.00% | −1,019−7.5% | Reduced |
| Desjardins Global Asset Management Inc. | 12,584 | $769.0K | 0.08% | +142+1.1% | Added |
| Schechter Investment Advisors, LLC | 12,320 | $752.9K | 0.07% | −1,610−11.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,271 | $749.9K | 0.25% | +164+1.4% | Added |
| Inlet Private Wealth, LLC | 12,150 | $742.5K | 0.23% | +12,150 | New |
| Pinebridge Investments, L.P. | 12,104 | $739.7K | 0.01% | +8,213+211.1% | Added |
| First Hawaiian Bank | 12,087 | $738.6K | 0.02% | −3,269−21.3% | Reduced |
| Curated Wealth Partners LLC | 12,008 | $733.8K | 0.12% | +384+3.3% | Added |
| Dark Forest Capital Management LP | 11,953 | $730.4K | 0.11% | −32,142−72.9% | Reduced |
| First National Bank of Hutchinson | 11,869 | $725.3K | 0.52% | −50−0.4% | Reduced |
| Prudential PLC | 11,623 | $710.3K | 0.01% | −20−0.2% | Reduced |
| Fox Run Management, L.L.C. | 11,597 | $708.7K | 0.18% | −417−3.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,363 | $694.4K | 0.06% | +932+8.9% | Added |
| Teza Capital Management LLC | 11,028 | $673.9K | 0.11% | +11,028 | New |
| Clearstead Advisors, LLC | 10,836 | $662.2K | 0.04% | −52−0.5% | Reduced |
| Bank of Nova Scotia | 10,765 | $657.8K | 0.00% | +5,440+102.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,726 | $655.5K | 0.00% | −4,874−31.2% | Reduced |
| JustInvest LLC | 10,698 | $653.7K | 0.02% | −140−1.3% | Reduced |
| Banco Santander, S.A. | 10,593 | $647.3K | 0.01% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 10,487 | $640.9K | 0.22% | +10,487 | New |
| Lombard Odier Asset Management (Switzerland) SA | 10,429 | $637.3K | 0.09% | +10,429 | New |
| HighTower Advisors, LLC | 10,471 | $637.0K | 0.00% | −226−2.1% | Reduced |
| MML Investors Services, LLC | 10,273 | $628.0K | 0.00% | +2,347+29.6% | Added |
| ExodusPoint Capital Management, LP | 10,241 | $626.0K | 0.01% | +10,241 | New |
| Meiji Yasuda Life Insurance Co | 10,105 | $617.5K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 10,100 | $617.2K | 0.16% | +1,900+23.2% | Added |
| United Capital Financial Advisers, LLC | 9,979 | $609.8K | 0.01% | −5,621−36.0% | Reduced |
| CIBC World Markets Inc. | 9,775 | $597.0K | 0.00% | +1,175+13.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,713 | $593.5K | 0.00% | +531+5.8% | Added |
| Petrus Trust Company, LTA | 9,687 | $592.0K | 0.06% | −7,753−44.5% | Reduced |
| Kestra Private Wealth Services, LLC | 9,662 | $590.4K | 0.02% | +1,428+17.3% | Added |
| Summit Global Investments | 9,622 | $588.0K | 0.04% | −2,526−20.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 9,351 | $572.0K | 0.08% | −2,469−20.9% | Reduced |
| AlphaMark Advisors, LLC | 9,240 | $565.0K | 0.21% | +194+2.1% | Added |
| Panagora Asset Management Inc | 9,095 | $555.8K | 0.00% | −172−1.9% | Reduced |
| Greenland Capital Management LP | 8,962 | $547.7K | 0.08% | +8,962 | New |
| Moody Lynn & Lieberson, LLC | 8,948 | $546.8K | 0.04% | +30+0.3% | Added |
| M&T Bank Corp | 8,865 | $541.2K | 0.00% | −681−7.1% | Reduced |
| Prudent Man Advisors, LLC | 8,659 | $529.2K | 0.20% | −509−5.6% | Reduced |
| QRG Capital Management, Inc. | 8,461 | $517.0K | 0.01% | −904−9.7% | Reduced |
| Aviva PLC | 8,307 | $507.6K | 0.00% | −21−0.3% | Reduced |
| Cetera Advisor Networks LLC | 8,182 | $500.0K | 0.00% | −640−7.3% | Reduced |
| Graypoint LLC | 8,023 | $490.3K | 0.04% | −1,176−12.8% | Reduced |
| Douglas Lane & Associates, LLC | 8,023 | $490.3K | 0.01% | −2,159−21.2% | Reduced |
| Aquatic Capital Management LLC | 8,000 | $489.0K | 0.01% | +3,700+86.0% | Added |
| Trust Co of Vermont | 7,981 | $487.7K | 0.03% | −3,764−32.0% | Reduced |
| State of Michigan Retirement System | 7,970 | $487.0K | 0.00% | +800+11.2% | Added |
| Xponance, Inc. | 7,933 | $484.8K | 0.01% | −38−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 7,842 | $479.0K | 0.00% | +267+3.5% | Added |
| CI Private Wealth, LLC | 7,663 | $468.3K | 0.00% | −818−9.6% | Reduced |
| Cetera Investment Advisers | 7,560 | $462.0K | 0.00% | −89−1.2% | Reduced |
| Cerity Partners LLC | 7,484 | $457.3K | 0.00% | +3,671+96.3% | Added |
| XTX Topco Ltd | 7,473 | $456.7K | 0.10% | +7,473 | New |
| Chicago Trust Co NA | 7,446 | $455.0K | 0.10% | −607−7.5% | Reduced |
| CWM Advisors, LLC | 7,257 | $443.5K | 0.05% | +315+4.5% | Added |
| CIBC Asset Management Inc | 7,102 | $434.0K | 0.00% | −504−6.6% | Reduced |
| Carret Asset Management, LLC | 7,070 | $432.0K | 0.06% | +175+2.5% | Added |
| Creative Planning | 7,051 | $430.9K | 0.00% | −771−9.9% | Reduced |
| Nicolet Bankshares Inc | 7,035 | $429.9K | 0.12% | −90−1.3% | Reduced |
| Abn Amro Investment Solutions | 6,981 | $426.6K | 0.01% | −1,859−21.0% | Reduced |
| PEAK6 Investments LLC | 6,880 | $420.4K | 0.02% | +156+2.3% | Added |
| Summit Trail Advisors, LLC | 6,760 | $413.1K | 0.01% | −486−6.7% | Reduced |
| Glenmede Trust Co NA | 6,759 | $413.0K | 0.00% | +2,449+56.8% | Added |
| Wetherby Asset Management Inc | 6,692 | $408.9K | 0.02% | −429−6.0% | Reduced |
| SRS Capital Advisors, Inc. | 6,684 | $408.5K | 0.05% | +2,206+49.3% | Added |
| Snowden Capital Advisors LLC | 6,655 | $406.7K | 0.02% | +381+6.1% | Added |
| Umb Bank N A | 6,599 | $403.3K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,573 | $401.7K | 0.00% | −935−12.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,481 | $396.1K | 0.01% | +6,481 | New |
| New World Advisors LLC | 6,450 | $394.2K | 0.12% | 00.0% | Unchanged |
| Atom Investors LP | 6,434 | $393.2K | 0.07% | −12,528−66.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,416 | $392.1K | 0.11% | −254−3.8% | Reduced |
| Dynamic Advisor Solutions LLC | 6,463 | $386.6K | 0.01% | −132−2.0% | Reduced |
| CIBC World Markets Corp | 6,220 | $380.1K | 0.00% | +6,220 | New |
| Wellington Management Group LLP | 6,184 | $377.9K | 0.00% | +973+18.7% | Added |
| Kestra Advisory Services, LLC | 6,166 | $376.8K | 0.00% | +111+1.8% | Added |
| 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 |
| Integrated Wealth Concepts LLC | 5,977 | $365.3K | 0.01% | −244−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,973 | $365.0K | 0.00% | +4,875+444.0% | Added |
| Old National Bancorp | 5,827 | $356.1K | 0.01% | −4,525−43.7% | Reduced |
| Intech Investment Management LLC | 5,752 | $351.5K | 0.01% | −651−10.2% | Reduced |
| Oppenheimer & Co Inc | 5,665 | $346.2K | 0.01% | +5,665 | New |
| Tectonic Advisors LLC | 5,584 | $341.2K | 0.03% | +818+17.2% | Added |
| Lincoln National Corp | 5,580 | $341.0K | 0.01% | +109+2.0% | Added |
| SkyView Investment Advisors, LLC | 5,507 | $337.0K | 0.08% | +544+11.0% | Added |
| NorthCrest Asset Manangement, LLC | 5,440 | $332.4K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,382 | $328.9K | 0.05% | +1,154+27.3% | Added |
| 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 |
| Resources Investment Advisors, LLC. | 5,240 | $320.2K | 0.01% | −184−3.4% | Reduced |
| Investment Management Corp of Ontario | 5,175 | $316.2K | 0.01% | +5,175 | New |
| Clough Capital Partners L P | 5,104 | $311.9K | 0.03% | −1,037−16.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,995 | $305.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 5,011 | $302.8K | 0.00% | +4,237+547.4% | Added |
| Ironwood Investment Counsel, LLC | 4,950 | $302.5K | 0.06% | −351−6.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,909 | $300.0K | 0.00% | −3,982−44.8% | Reduced |
| Golden State Equity Partners | 4,883 | $298.4K | 0.07% | +4,883 | New |
| 9258 Wealth Management, LLC | 4,874 | $297.8K | 0.05% | +5+0.1% | Added |
| Greenleaf Trust | 4,863 | $297.2K | 0.00% | −1,906−28.2% | Reduced |