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Livermore
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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
1832 Asset Management L.P.153$9.35K0.00%00.0%Unchanged
Hollencrest Capital Management145$8.86K0.00%00.0%Unchanged
West Branch Capital LLC140$8.56K0.00%00.0%Unchanged
NBC Securities, Inc.134$8.00K0.00%−17−11.3%Reduced
CVA Family Office, LLC121$7.39K0.00%+121New
Ronald Blue Trust, Inc.120$7.00K0.00%+40+50.0%Added
GWM Advisors LLC108$6.61K0.00%+45+71.4%Added
Pinnacle Bancorp, Inc.88$5.38K0.00%00.0%Unchanged
Red Tortoise LLC87$5.32K0.00%00.0%Unchanged
Beacon Capital Management, LLC100$5.25K0.00%00.0%Unchanged
Bell Investment Advisors, Inc85$5.20K0.00%−9−9.6%Reduced
Kayne Anderson Rudnick Investment Management LLC77$4.71K0.00%+58+305.3%Added
Parkside Financial Bank & Trust76$4.64K0.00%−10−11.6%Reduced
Jones Financial Companies LLLP73$4.46K0.00%+45+160.7%Added
Private Wealth Management Group, LLC68$4.16K0.00%+68New
Brown Brothers Harriman & Co65$3.97K0.00%+65New
Bruce G. Allen Investments, LLC65$3.97K0.00%+65New
Smartleaf Asset Management LLC60$3.68K0.00%+60New
Frazier Financial Advisors, LLC60$3.67K0.00%+60New
Fortitude Family Office, LLC59$3.60K0.00%+59New
Macroview Investment Management LLC59$3.59K0.00%−65−52.4%Reduced
AdvisorNet Financial, Inc51$3.12K0.00%+4+8.5%Added
Sandy Spring Bank50$3.06K0.00%00.0%Unchanged
Bartlett & Co. LLC43$3.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners54$3.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.49$3.00K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC48$2.93K0.00%+48New
TD Waterhouse Canada Inc.35$2.78K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$2.69K0.00%+44New
Bartlett & Co. Wealth Management LLC43$2.63K0.00%00.0%Unchanged
Credit Agricole S A42$2.57K0.00%−866−95.4%Reduced
Quarry LP40$2.44K0.00%+40New
First Pacific Financial36$2.20K0.00%+36New
Long Island Wealth Management, Inc.25$2.00K0.00%+25New
Chilton Capital Management LLC31$1.90K0.00%+31New
SJS Investment Consulting Inc.28$1.71K0.00%−11−28.2%Reduced
DiNuzzo Private Wealth, Inc.25$1.53K0.00%+25New
FinTrust Capital Advisors, LLC24$1.47K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC23$1.41K0.00%00.0%Unchanged
Private Trust Co NA19$1.16K0.00%−3−13.6%Reduced
WealthCollab, LLC18$1.10K0.00%+18New
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
Gradient Investments LLC15$9170.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC14$8560.00%00.0%Unchanged
Manchester Capital Management LLC11$6730.00%−23−67.6%Reduced
Versant Capital Management, Inc11$6720.00%+11New
Massmutual Trust Co FSB10$6110.00%−24−70.6%Reduced
Canada Pension Plan Investment Board10$6110.00%00.0%Unchanged
Tfo-TDC, LLC8$4890.00%00.0%Unchanged
Abound Wealth Management6$3720.00%00.0%Unchanged
True Wealth Design, LLC6$3670.00%00.0%Unchanged
Harbour Investments, Inc.5$3060.00%+5New
First Manhattan Co5$3050.00%+5New
JJJ Advisors Inc.2$1230.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1230.00%00.0%Unchanged
Rakuten Securities, Inc.2$1220.00%+2New
MV Capital Management, Inc.1$620.00%+1New
Dogwood Wealth Management LLC0$30.00%0New
Lazard Asset Management LLC9$00.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.5$00.00%+5New
Colonial Trust Advisors0$00.00%−10−100.0%Sold out
Southpoint Capital Advisors LP0$00.00%−500,000−100.0%Sold out
Nomura Holdings Inc0$00.00%−409,563−100.0%Sold out
Voss Capital, LLC0$00.00%−372,500−100.0%Sold out
DRH Investments, Inc.0$00.00%−233,363−100.0%Sold out
Twinbeech Capital LP0$00.00%−193,726−100.0%Sold out
Centre Asset Management, LLC0$00.00%−179,072−100.0%Sold out
Oribel Capital Management, LP0$00.00%−163,600−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−149,593−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−135,499−100.0%Sold out
Vaughan Nelson Investment Management, L.P.0$00.00%−80,262−100.0%Sold out
LMR Partners LLP0$00.00%−54,252−100.0%Sold out
Stanley Capital Management, LLC0$00.00%−48,600−100.0%Sold out
Varma Mutual Pension Insurance Co0$00.00%−40,000−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−36,900−100.0%Sold out
Engineers Gate Manager LP0$00.00%−35,435−100.0%Sold out
Prescott Group Capital Management, L.L.C.0$00.00%−31,284−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−27,217−100.0%Sold out
Rock Creek Group, LP0$00.00%−25,000−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−18,738−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−16,770−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−13,144−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−13,430−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−12,000−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−11,000−100.0%Sold out
Quantbot Technologies LP0$00.00%−9,443−100.0%Sold out
Machina Capital S.A.S.0$00.00%−8,964−100.0%Sold out
Walleye Trading LLC0$00.00%−7,926−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−7,077−100.0%Sold out
Natixis Investment Managers International0$00.00%−6,185−100.0%Sold out
ASB Consultores, LLC0$00.00%−5,797−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−5,481−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−5,257−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−4,967−100.0%Sold out
Centiva Capital, LP0$00.00%−4,542−100.0%Sold out
Fulton Bank, N.A.0$00.00%−4,040−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−3,865−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,890−100.0%Sold out