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Livermore
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, Q1 2024

Institutional positions in SS&C Technologies Holdings Inc as of Mar 31, 2024. 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
573
+18 vs. Q4 2023
Shares held
204.6M
−1.04M (−0.5%) vs. Q4 2023
Total value
$13.2B
+$595.3M (+4.7%) vs. Q4 2023
New holders
67
237 more added
Sold out
49
194 more reduced

7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 573 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 heldQ1 2024: $13.2B
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, Q1 2024

Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q4 2023.

Institutions holding SSNC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC9$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$20.00%0Unchanged
Larson Financial Group LLC1$640.00%−184−99.5%Reduced
TFC Financial Management1$650.00%+1New
JJJ Advisors Inc.2$1290.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1290.00%00.0%Unchanged
Rakuten Securities, Inc.2$1290.00%00.0%Unchanged
MV Capital Management, Inc.2$1290.00%+1+100.0%Added
Wetzel Investment Advisors, Inc.5$3020.00%00.0%Unchanged
Harbour Investments, Inc.5$3220.00%00.0%Unchanged
TD Capital Management LLC5$3220.00%+5New
Raleigh Capital Management Inc.5$3220.00%+5New
VisionPoint Advisory Group, LLC6$3860.00%+6New
Abound Wealth Management6$3930.00%00.0%Unchanged
AdvisorNet Financial, Inc10$6440.00%−41−80.4%Reduced
Massmutual Trust Co FSB10$6440.00%00.0%Unchanged
Versant Capital Management, Inc11$7080.00%00.0%Unchanged
Manchester Capital Management LLC11$7090.00%00.0%Unchanged
True Wealth Design, LLC11$7090.00%+5+83.3%Added
Sofos Investments, Inc.18$1.19K0.00%+18New
Provenance Wealth Advisors, LLC23$1.48K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC24$1.54K0.00%00.0%Unchanged
Chilton Capital Management LLC31$2.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.31$2.00K0.00%+6+24.0%Added
Avion Wealth19$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.32$2.06K0.00%+4+14.3%Added
Hexagon Capital Partners LLC33$2.12K0.00%+33New
Carmichael Hill & Associates, Inc.37$2.38K0.00%−12−24.5%Reduced
Laurel Wealth Advisors LLC39$2.51K0.00%+39New
Credit Agricole S A42$2.54K0.00%00.0%Unchanged
Continuum Advisory, LLC43$2.73K0.00%+43New
Bartlett & Co. Wealth Management LLC43$2.77K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.35$2.99K0.00%00.0%Unchanged
Coston, McIsaac & Partners54$3.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$3.00K0.00%00.0%Unchanged
Sandy Spring Bank50$3.22K0.00%00.0%Unchanged
Concord Wealth Partners50$3.22K0.00%+50New
First Pacific Financial51$3.28K0.00%+15+41.7%Added
Spire Wealth Management57$3.67K0.00%−281−83.1%Reduced
Macroview Investment Management LLC59$3.79K0.00%00.0%Unchanged
Fortitude Family Office, LLC59$3.80K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC61$3.93K0.00%−237−79.5%Reduced
Mather Group, LLC.68$4.16K0.00%+68New
Bruce G. Allen Investments, LLC65$4.18K0.00%00.0%Unchanged
GWM Advisors LLC67$4.32K0.00%−41−38.0%Reduced
Private Wealth Management Group, LLC68$4.38K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC77$4.96K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA78$5.00K0.00%+78New
Pacific Capital Wealth Advisors, Inc79$5.08K0.00%+79New
Ronald Blue Trust, Inc.81$5.21K0.00%−39−32.5%Reduced
Bell Investment Advisors, Inc85$5.47K0.00%00.0%Unchanged
Red Tortoise LLC87$5.60K0.00%00.0%Unchanged
Beacon Capital Management, LLC100$6.44K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC110$7.08K0.00%+110New
CVA Family Office, LLC121$7.79K0.00%00.0%Unchanged
NBC Securities, Inc.134$8.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust132$8.50K0.00%+56+73.7%Added
West Branch Capital LLC140$9.01K0.00%00.0%Unchanged
Hollencrest Capital Management145$9.33K0.00%00.0%Unchanged
GeoWealth Management, LLC151$9.72K0.00%+136+906.7%Added
1832 Asset Management L.P.153$9.85K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC160$10.0K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC160$10.3K0.01%−40−20.0%Reduced
Colonial Trust Co163$10.5K0.00%−11−6.3%Reduced
Frazier Financial Advisors, LLC170$10.9K0.01%+110+183.3%Added
WR Wealth Planners, LLC177$11.4K0.00%+177New
Carolinas Wealth Consulting LLC189$12.2K0.00%00.0%Unchanged
Center for Financial Planning, Inc.191$12.3K0.00%+191New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC196$12.6K0.00%+196New
Venturi Wealth Management, LLC203$13.1K0.00%+203New
Tucker Asset Management LLC216$13.9K0.00%00.0%Unchanged
Distillate Capital Partners LLC217$14.0K2.35%−13−5.7%Reduced
Nisa Investment Advisors, LLC220$14.2K0.00%−200−47.6%Reduced
JFS Wealth Advisors, LLC237$15.3K0.00%00.0%Unchanged
Eagle Bay Advisors LLC259$16.7K0.01%+259New
Bessemer Group Inc281$18.0K0.00%−12,313−97.8%Reduced
Salem Investment Counselors Inc310$20.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC369$23.8K0.00%+309+515.0%Added
Quarry LP373$24.0K0.01%+333+832.5%Added
Huntington National Bank383$24.7K0.00%+161+72.5%Added
Allspring Global Investments Holdings, LLC384$24.7K0.00%+133+53.0%Added
Lindbrook Capital, LLC392$25.2K0.00%+69+21.4%Added
Quent Capital, LLC396$25.5K0.00%+172+76.8%Added
nVerses Capital, LLC400$25.7K0.06%+400New
RFP Financial Group LLC408$26.3K0.01%−71−14.8%Reduced
St Germain D J Co Inc413$26.6K0.00%+413New
IFP Advisors, Inc415$26.7K0.00%−15−3.5%Reduced
Fifth Third Bancorp426$27.4K0.00%−392−47.9%Reduced
Benjamin Edwards Inc471$30.0K0.01%+120+34.2%Added
Financial Avengers, Inc.503$31.9K0.02%−163−24.5%Reduced
Global X Japan Co., Ltd.521$33.5K0.01%−63−10.8%Reduced
Bellevue Asset Management, LLC531$34.1K0.02%+3+0.6%Added
Global Retirement Partners, LLC536$34.5K0.00%+60+12.6%Added
Caldwell Trust Co576$37.1K0.00%−307−34.8%Reduced
Northwestern Mutual Wealth Management Co580$37.3K0.00%+55+10.5%Added
Steward Partners Investment Advisory, LLC695$44.8K0.00%+367+111.9%Added
Westpac Banking Corp738$47.5K0.00%−3,446−82.4%Reduced
Principal Securities, Inc.776$50.0K0.00%−85−9.9%Reduced
Denali Advisors LLC800$51.5K0.02%+800New
Allworth Financial LP898$57.8K0.00%+30+3.5%Added