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 |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 4,760 | $290.9K | 0.28% | +4,760 | New |
| Ci Investments Inc. | 4,642 | $284.0K | 0.00% | +2,975+178.5% | Added |
| AJOVista, LLC | 4,574 | $279.5K | 0.35% | +4,574 | New |
| Evercore Wealth Management, LLC | 4,480 | $273.8K | 0.00% | −2,890−39.2% | Reduced |
| Wealthfront Advisers LLC | 4,459 | $272.5K | 0.00% | −15,494−77.7% | Reduced |
| Brevan Howard Capital Management LP | 4,456 | $272.3K | 0.03% | +4,456 | New |
| Waratah Capital Advisors Ltd. | 4,412 | $269.6K | 0.02% | +4,412 | New |
| NinePointTwo Capital | 4,416 | $269.0K | 0.11% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,393 | $268.5K | 0.01% | −1,225−21.8% | Reduced |
| CIBC Private Wealth Group, LLC | 4,365 | $266.7K | 0.00% | −41−0.9% | Reduced |
| Valley National Advisers Inc | 4,355 | $266.0K | 0.04% | −207−4.5% | Reduced |
| Yousif Capital Management, LLC | 4,266 | $260.7K | 0.00% | +15+0.4% | Added |
| Quotient Wealth Partners, LLC | 4,255 | $260.0K | 0.01% | +4,255 | New |
| MetLife Investment Management | 4,229 | $258.4K | 0.00% | −81−1.9% | Reduced |
| Westpac Banking Corp | 4,184 | $255.7K | 0.02% | +2,677+177.6% | Added |
| Foster & Motley Inc | 4,129 | $252.0K | 0.02% | +4,129 | 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 |
| Putnam Investments LLC | 4,034 | $246.5K | 0.00% | +4,034 | New |
| New York Life Investment Management LLC | 4,030 | $246.3K | 0.00% | +4,030 | New |
| Motley Fool Asset Management LLC | 4,012 | $245.2K | 0.02% | −463−10.3% | Reduced |
| Meixler Investment Management, Ltd. | 3,978 | $243.1K | 0.20% | −1,085−21.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,842 | $234.8K | 0.00% | −1,046−21.4% | Reduced |
| Capstone Investment Advisors, LLC | 3,806 | $232.6K | 0.00% | +3,806 | New |
| Brown Advisory Inc | 3,780 | $231.0K | 0.00% | +3,780 | New |
| Vestcor Inc | 3,731 | $228.0K | 0.01% | −54−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 3,602 | $220.1K | 0.02% | +3,602 | New |
| FDx Advisors, Inc. | 3,593 | $220.0K | 0.02% | −668−15.7% | Reduced |
| Sheets Smith Wealth Management | 3,600 | $220.0K | 0.03% | +3,600 | New |
| Avestar Capital, LLC | 3,557 | $217.4K | 0.03% | −308−8.0% | Reduced |
| State of Wyoming | 3,544 | $216.6K | 0.04% | −64−1.8% | Reduced |
| Copeland Capital Management, LLC | 3,535 | $216.0K | 0.00% | −51−1.4% | Reduced |
| Signaturefd, LLC | 3,474 | $212.3K | 0.00% | −835−19.4% | Reduced |
| Park Avenue Securities LLC | 3,475 | $212.0K | 0.00% | +3,475 | New |
| Perpetual Ltd | 3,446 | $210.6K | 0.00% | +3,446 | New |
| Graham Capital Management, L.P. | 3,417 | $208.8K | 0.01% | +3,417 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,400 | $208.0K | 0.09% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,332 | $203.6K | 0.01% | +3,332 | New |
| Wealth Alliance | 3,281 | $200.5K | 0.03% | +3,281 | New |
| CWM, LLC | 2,973 | $182.0K | 0.00% | +114+4.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,943 | $180.0K | 0.00% | +2,326+377.0% | Added |
| Ostrum Asset Management | 2,855 | $174.5K | 0.02% | +12+0.4% | Added |
| Advisory Services Network, LLC | 2,786 | $170.3K | 0.00% | +2,786 | New |
| LGT Financial Advisors LLC | 2,423 | $148.1K | 0.18% | +46+1.9% | Added |
| Quadrant Capital Group LLC | 2,252 | $137.6K | 0.01% | +531+30.9% | Added |
| EntryPoint Capital, LLC | 2,234 | $136.5K | 0.13% | +2,234 | New |
| 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 |
| Covestor Ltd | 1,883 | $115.0K | 0.08% | +702+59.4% | Added |
| GAMMA Investing LLC | 1,845 | $112.6K | 0.03% | +1,845 | New |
| American International Group, Inc. | 1,787 | $109.2K | 0.00% | −46−2.5% | Reduced |
| Ossiam | 1,758 | $107.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,630 | $99.6K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,600 | $97.8K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,402 | $85.7K | 0.02% | −439−23.8% | Reduced |
| Cubist Systematic Strategies, LLC | 1,391 | $85.0K | 0.00% | +1,391 | New |
| EverSource Wealth Advisors, LLC | 1,292 | $79.0K | 0.01% | +166+14.7% | Added |
| Anchor Investment Management, LLC | 1,273 | $77.8K | 0.01% | −350−21.6% | Reduced |
| Proequities, Inc. | 1,271 | $77.7K | 0.01% | +110+9.5% | Added |
| Leonteq Securities AG | 1,210 | $73.9K | 0.01% | +300+33.0% | Added |
| First Horizon Advisors, Inc. | 1,129 | $69.0K | 0.00% | −87−7.2% | Reduced |
| Farther Finance Advisors, LLC | 1,038 | $63.4K | 0.00% | +391+60.4% | Added |
| Tobam | 1,009 | $62.0K | 0.01% | +943+1,428.8% | Added |
| Penserra Capital Management LLC | 962 | $58.0K | 0.00% | −180−15.8% | Reduced |
| Caldwell Trust Co | 883 | $54.0K | 0.01% | +55+6.6% | Added |
| Allworth Financial LP | 868 | $53.0K | 0.00% | −192−18.1% | Reduced |
| Principal Securities, Inc. | 861 | $52.6K | 0.00% | +861 | New |
| Fifth Third Bancorp | 818 | $50.0K | 0.00% | −20−2.4% | Reduced |
| Financial Avengers, Inc. | 666 | $40.7K | 0.02% | +3+0.5% | Added |
| Global X Japan Co., Ltd. | 584 | $35.7K | 0.02% | +584 | New |
| Bellevue Asset Management, LLC | 528 | $32.3K | 0.03% | +2+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 525 | $32.0K | 0.00% | −20−3.7% | Reduced |
| RFP Financial Group LLC | 479 | $29.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 476 | $28.5K | 0.00% | −180−27.4% | Reduced |
| IFP Advisors, Inc | 430 | $26.3K | 0.00% | −51−10.6% | Reduced |
| Nisa Investment Advisors, LLC | 420 | $25.7K | 0.00% | −300−41.7% | Reduced |
| Group One Trading, L.P. | 400 | $24.4K | 0.00% | +400 | New |
| Newbridge Financial Services Group, Inc. | 383 | $23.4K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 351 | $21.0K | 0.00% | +31+9.7% | Added |
| Spire Wealth Management | 338 | $20.5K | 0.00% | +39+13.0% | Added |
| Steward Partners Investment Advisory, LLC | 328 | $20.1K | 0.00% | +1+0.3% | Added |
| Lindbrook Capital, LLC | 323 | $19.7K | 0.00% | +141+77.5% | Added |
| Rothschild Investment LLC | 323 | $19.7K | 0.00% | +323 | New |
| BKM Wealth Management, LLC | 323 | $19.7K | 0.01% | +323 | New |
| Salem Investment Counselors Inc | 310 | $18.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 298 | $18.2K | 0.00% | +298 | New |
| McGlone Suttner Wealth Management, Inc. | 254 | $15.5K | 0.00% | +254 | New |
| Allspring Global Investments Holdings, LLC | 251 | $15.3K | 0.00% | −2,937−92.1% | Reduced |
| JFS Wealth Advisors, LLC | 237 | $14.5K | 0.00% | +73+44.5% | Added |
| Distillate Capital Partners LLC | 230 | $14.1K | 3.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 224 | $13.7K | 0.00% | +71+46.4% | Added |
| Huntington National Bank | 222 | $13.6K | 0.00% | −255−53.5% | Reduced |
| Tucker Asset Management LLC | 216 | $13.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 200 | $12.2K | 0.01% | +200 | New |
| Carolinas Wealth Consulting LLC | 189 | $11.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 185 | $11.3K | 0.00% | +1+0.5% | Added |
| Glassman Wealth Services | 176 | $10.8K | 0.00% | −2−1.1% | Reduced |
| Colonial Trust Co | 174 | $10.7K | 0.00% | +20+13.0% | Added |
| Capital Advisors, Ltd. LLC | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 160 | $9.81K | 0.00% | +160 | New |