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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 955 | $61.5K | 0.02% | +955 | New |
| Tobam | 980 | $63.0K | 0.01% | −29−2.9% | Reduced |
| Penserra Capital Management LLC | 998 | $64.0K | 0.00% | +36+3.7% | Added |
| Fortis Group Advisors, LLC | 1,000 | $64.4K | 0.01% | −1,000−50.0% | Reduced |
| Leonteq Securities AG | 1,030 | $66.3K | 0.01% | −180−14.9% | Reduced |
| First Horizon Advisors, Inc. | 1,036 | $66.7K | 0.00% | −93−8.2% | Reduced |
| Farther Finance Advisors, LLC | 1,093 | $69.4K | 0.00% | +55+5.3% | Added |
| Central Pacific Bank - Trust Division | 1,178 | $74.8K | 0.01% | +1,178 | New |
| Jones Financial Companies LLLP | 1,169 | $75.3K | 0.00% | +1,096+1,501.4% | Added |
| Natixis | 1,200 | $77.2K | 0.00% | +1,200 | New |
| Proequities, Inc. | 1,366 | $87.9K | 0.01% | +95+7.5% | Added |
| Anchor Investment Management, LLC | 1,373 | $88.4K | 0.01% | +100+7.9% | Added |
| EverSource Wealth Advisors, LLC | 1,448 | $89.6K | 0.01% | +156+12.1% | Added |
| Covestor Ltd | 1,544 | $99.0K | 0.06% | −339−18.0% | Reduced |
| Hilltop National Bank | 1,673 | $107.7K | 0.04% | +1,673 | New |
| Headlands Technologies LLC | 1,691 | $108.8K | 0.03% | +1,691 | New |
| American International Group, Inc. | 1,790 | $115.2K | 0.00% | +3+0.2% | Added |
| GAMMA Investing LLC | 1,878 | $120.9K | 0.02% | +33+1.8% | Added |
| Rakuten Investment Management, Inc. | 1,928 | $124.1K | 0.00% | +1,768+1,105.0% | Added |
| Quadrant Capital Group LLC | 1,935 | $124.6K | 0.01% | −317−14.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,947 | $126.0K | 0.01% | −7,404−79.2% | Reduced |
| Tortoise Investment Management, LLC | 2,000 | $128.7K | 0.02% | 00.0% | Unchanged |
| Motco | 2,159 | $139.0K | 0.01% | +2,159 | New |
| LGT Financial Advisors LLC | 2,327 | $149.8K | 0.17% | −96−4.0% | Reduced |
| Ostrum Asset Management | 2,855 | $183.8K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,136 | $201.9K | 0.01% | +3,136 | New |
| UniSuper Management Pty Ltd | 3,200 | $206.0K | 0.00% | +1,600+100.0% | Added |
| Wealth Alliance | 3,258 | $209.7K | 0.03% | −23−0.7% | Reduced |
| Empowered Funds, LLC | 3,293 | $212.0K | 0.00% | +3,293 | New |
| Avestar Capital, LLC | 3,338 | $214.9K | 0.02% | −219−6.2% | Reduced |
| CWM, LLC | 3,386 | $218.0K | 0.00% | +413+13.9% | Added |
| Old National Bancorp | 3,419 | $220.1K | 0.01% | −2,408−41.3% | Reduced |
| Copeland Capital Management, LLC | 3,560 | $229.2K | 0.00% | +25+0.7% | Added |
| Investment Management Corp of Ontario | 3,575 | $230.1K | 0.01% | −1,600−30.9% | Reduced |
| Sheets Smith Wealth Management | 3,600 | $231.7K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,601 | $231.8K | 0.00% | −3,158−46.7% | Reduced |
| Cubist Systematic Strategies, LLC | 3,601 | $231.8K | 0.00% | +2,210+158.9% | Added |
| MeadowBrook Investment Advisors LLC | 3,610 | $232.4K | 0.22% | −1,150−24.2% | Reduced |
| Signaturefd, LLC | 3,628 | $233.5K | 0.00% | +154+4.4% | Added |
| Cipher Capital LP | 3,670 | $236.2K | 0.11% | +3,670 | New |
| Transcend Wealth Collective, LLC | 3,671 | $236.3K | 0.02% | +69+1.9% | Added |
| Vestcor Inc | 3,696 | $238.0K | 0.01% | −35−0.9% | Reduced |
| EntryPoint Capital, LLC | 3,717 | $239.3K | 0.21% | +1,483+66.4% | Added |
| Mengis Capital Management, Inc. | 3,739 | $240.7K | 0.04% | +3,739 | New |
| Lake Street Advisors Group, LLC | 3,753 | $241.6K | 0.01% | +3,753 | New |
| Intech Investment Management LLC | 3,796 | $244.3K | 0.00% | −1,956−34.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3,893 | $247.3K | 0.00% | −472−10.8% | Reduced |
| Motley Fool Asset Management LLC | 3,846 | $247.6K | 0.02% | −166−4.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,873 | $249.3K | 0.00% | +31+0.8% | Added |
| MQS Management LLC | 3,906 | $251.4K | 0.14% | +3,906 | New |
| Meixler Investment Management, Ltd. | 3,907 | $251.5K | 0.19% | −71−1.8% | Reduced |
| CM Wealth Advisors LLC | 4,012 | $251.6K | 0.07% | +4,012 | New |
| Advisory Services Network, LLC | 3,925 | $252.7K | 0.01% | +1,139+40.9% | Added |
| Park Avenue Securities LLC | 3,995 | $257.0K | 0.00% | +520+15.0% | Added |
| CSS LLC | 4,000 | $257.5K | 0.02% | +4,000 | New |
| HRT Financial LP | 4,021 | $258.0K | 0.00% | −51,831−92.8% | Reduced |
| New York Life Investment Management LLC | 4,015 | $258.4K | 0.00% | −15−0.4% | Reduced |
| Bleakley Financial Group, LLC | 4,197 | $270.1K | 0.01% | +154+3.8% | Added |
| Simplicity Wealth,LLC | 4,197 | $270.1K | 0.01% | +4,197 | New |
| MetLife Investment Management | 4,239 | $272.9K | 0.00% | +10+0.2% | Added |
| Bridgefront Capital, LLC | 4,292 | $276.3K | 0.21% | +4,292 | New |
| Advisor Group Holdings, Inc. | 4,349 | $280.0K | 0.00% | −12,770−74.6% | Reduced |
| Evercore Wealth Management, LLC | 4,460 | $287.1K | 0.00% | −20−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,475 | $288.0K | 0.01% | +1,532+52.1% | Added |
| Yousif Capital Management, LLC | 4,477 | $288.2K | 0.00% | +211+4.9% | Added |
| Point72 Hong Kong Ltd | 4,480 | $288.4K | 0.01% | +4,480 | New |
| Ironwood Investment Counsel, LLC | 4,506 | $290.1K | 0.05% | −444−9.0% | Reduced |
| AJOVista, LLC | 4,574 | $294.4K | 0.80% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 4,600 | $296.1K | 0.00% | +4,600 | New |
| Greenleaf Trust | 4,823 | $310.5K | 0.00% | −40−0.8% | Reduced |
| 9258 Wealth Management, LLC | 4,879 | $314.1K | 0.05% | +5+0.1% | Added |
| ASB Consultores, LLC | 4,931 | $317.4K | 0.08% | +4,931 | New |
| Y-Intercept (Hong Kong) Ltd | 5,086 | $327.4K | 0.02% | +5,086 | New |
| Valley National Advisers Inc | 5,133 | $330.0K | 0.05% | +778+17.9% | Added |
| Resources Investment Advisors, LLC. | 5,141 | $330.9K | 0.01% | −99−1.9% | Reduced |
| Scientech Research LLC | 5,170 | $332.8K | 0.18% | +5,170 | New |
| Ontario Teachers Pension Plan Board | 5,239 | $337.2K | 0.00% | −7,830−59.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,260 | $338.6K | 0.01% | −180−3.3% | Reduced |
| Voloridge Investment Management, LLC | 5,298 | $341.0K | 0.00% | +5,298 | New |
| Verition Fund Management LLC | 5,316 | $342.2K | 0.00% | −14,293−72.9% | Reduced |
| State of Wyoming | 5,330 | $343.1K | 0.06% | +1,786+50.4% | Added |
| Qtron Investments LLC | 5,382 | $346.4K | 0.05% | 00.0% | Unchanged |
| National Bank of Canada | 5,512 | $346.9K | 0.00% | +501+10.0% | Added |
| Lincoln National Corp | 5,625 | $362.1K | 0.01% | +45+0.8% | Added |
| LRI Investments, LLC | 5,659 | $364.3K | 0.09% | +5,659 | New |
| Oppenheimer & Co Inc | 5,665 | $364.7K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5,717 | $368.0K | 0.07% | +210+3.8% | Added |
| Degroof Petercam Asset Management | 6,000 | $386.2K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 6,110 | $393.3K | 0.00% | −74−1.2% | Reduced |
| Marshall Wace, LLP | 6,123 | $394.1K | 0.00% | −51,625−89.4% | Reduced |
| New World Advisors LLC | 6,150 | $395.9K | 0.12% | −300−4.7% | Reduced |
| Tectonic Advisors LLC | 6,237 | $401.5K | 0.03% | +653+11.7% | Added |
| Ci Investments Inc. | 6,355 | $409.0K | 0.00% | +1,713+36.9% | Added |
| Wetherby Asset Management Inc | 6,362 | $409.5K | 0.02% | −330−4.9% | Reduced |
| Snowden Capital Advisors LLC | 6,362 | $409.5K | 0.01% | −293−4.4% | Reduced |
| Integrated Wealth Concepts LLC | 6,482 | $417.2K | 0.01% | +505+8.4% | Added |
| Umb Bank N A | 6,599 | $424.8K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,608 | $425.4K | 0.01% | −5,479−45.3% | Reduced |
| Captrust Financial Advisors | 6,634 | $427.0K | 0.00% | −6,203−48.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,635 | $427.1K | 0.00% | +1,640+32.8% | Added |