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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 6,766 | $435.5K | 0.01% | +303+4.7% | Added |
| Nicolet Bankshares Inc | 6,810 | $438.4K | 0.11% | −225−3.2% | Reduced |
| Baird Financial Group, Inc. | 6,822 | $439.1K | 0.00% | +249+3.8% | Added |
| CWM Advisors, LLC | 6,859 | $441.5K | 0.05% | −398−5.5% | Reduced |
| Summit Trail Advisors, LLC | 6,909 | $444.7K | 0.01% | +149+2.2% | Added |
| Abn Amro Investment Solutions | 6,981 | $449.4K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,011 | $451.3K | 0.00% | +845+13.7% | Added |
| Carret Asset Management, LLC | 7,070 | $455.1K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,087 | $456.2K | 0.03% | +7,087 | New |
| CIBC Asset Management Inc | 7,155 | $460.6K | 0.00% | +53+0.7% | Added |
| Banco Santander, S.A. | 7,225 | $465.1K | 0.01% | −3,368−31.8% | Reduced |
| Creative Planning | 7,396 | $476.1K | 0.00% | +345+4.9% | Added |
| PenderFund Capital Management Ltd. | 5,510 | $480.4K | 0.13% | −40,230−88.0% | Reduced |
| Magnetar Financial LLC | 7,478 | $481.4K | 0.01% | −28,184−79.0% | Reduced |
| CI Private Wealth, LLC | 7,483 | $481.7K | 0.00% | −180−2.3% | Reduced |
| Savant Capital, LLC | 7,523 | $484.3K | 0.01% | +7,523 | New |
| Trust Co of Vermont | 7,552 | $486.1K | 0.03% | −429−5.4% | Reduced |
| SRS Capital Advisors, Inc. | 7,593 | $488.8K | 0.05% | +909+13.6% | Added |
| Tokio Marine Asset Management Co Ltd | 7,658 | $492.9K | 0.02% | −5,196−40.4% | Reduced |
| Axq Capital, LP | 7,800 | $502.1K | 0.12% | −2,300−22.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,852 | $505.4K | 0.04% | −3,511−30.9% | Reduced |
| State of Michigan Retirement System | 7,970 | $513.0K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 8,186 | $526.9K | 0.20% | −473−5.5% | Reduced |
| QRG Capital Management, Inc. | 8,196 | $527.6K | 0.01% | −265−3.1% | Reduced |
| Graypoint LLC | 8,230 | $529.7K | 0.04% | +207+2.6% | Added |
| Aviva PLC | 8,287 | $533.4K | 0.00% | −20−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 8,387 | $539.9K | 0.04% | −3,933−31.9% | Reduced |
| Commonwealth Equity Services, LLC | 8,439 | $543.0K | 0.00% | +597+7.6% | Added |
| United Capital Financial Advisers, LLC | 8,588 | $552.8K | 0.00% | −1,391−13.9% | Reduced |
| Brinker Capital Investments, LLC | 8,605 | $553.9K | 0.01% | +3,342+63.5% | Added |
| Orion Portfolio Solutions, LLC | 8,605 | $553.9K | 0.01% | +3,342+63.5% | Added |
| M&T Bank Corp | 8,692 | $559.6K | 0.00% | −173−2.0% | Reduced |
| Chicago Trust Co NA | 8,756 | $563.6K | 0.12% | +1,310+17.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,905 | $573.2K | 0.00% | −1,821−17.0% | Reduced |
| Two Sigma Securities, LLC | 8,938 | $575.3K | 0.03% | +4,545+103.5% | Added |
| Moody Lynn & Lieberson, LLC | 8,965 | $577.1K | 0.04% | +17+0.2% | Added |
| CIBC World Markets Corp | 9,120 | $587.1K | 0.00% | +2,900+46.6% | Added |
| Wealthfront Advisers LLC | 9,223 | $593.7K | 0.00% | +4,764+106.8% | Added |
| Pinebridge Investments, L.P. | 9,342 | $601.3K | 0.00% | −2,762−22.8% | Reduced |
| CIBC World Markets Inc. | 9,421 | $606.0K | 0.00% | −354−3.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,575 | $616.3K | 0.00% | −138−1.4% | Reduced |
| Atom Investors LP | 9,596 | $617.7K | 0.08% | +3,162+49.1% | Added |
| Kestra Private Wealth Services, LLC | 9,689 | $623.7K | 0.01% | +27+0.3% | Added |
| AlphaMark Advisors, LLC | 9,710 | $625.0K | 0.22% | +470+5.1% | Added |
| New Millennium Group LLC | 9,714 | $625.3K | 0.47% | +9,714 | New |
| Clearstead Advisors, LLC | 10,038 | $633.0K | 0.03% | −798−7.4% | Reduced |
| Petrus Trust Company, LTA | 9,842 | $633.5K | 0.06% | +155+1.6% | Added |
| MML Investors Services, LLC | 10,295 | $663.0K | 0.00% | +22+0.2% | Added |
| PEAK6 Investments LLC | 10,719 | $690.0K | 0.03% | +3,839+55.8% | Added |
| Bank of Nova Scotia | 10,832 | $697.3K | 0.00% | +67+0.6% | Added |
| Jefferies Financial Group Inc. | 10,834 | $697.4K | 0.01% | −128,916−92.2% | Reduced |
| XTX Topco Ltd | 10,895 | $701.3K | 0.09% | +3,422+45.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,165 | $718.7K | 0.00% | +11,165 | New |
| Foster & Motley Inc | 11,735 | $755.0K | 0.05% | +7,606+184.2% | Added |
| Roberts Capital Advisors, LLC | 11,759 | $756.9K | 0.73% | +11,759 | New |
| Meiji Yasuda Life Insurance Co | 11,865 | $763.8K | 0.02% | +1,760+17.4% | Added |
| JustInvest LLC | 11,915 | $767.0K | 0.02% | +1,217+11.4% | Added |
| First National Bank of Hutchinson | 11,933 | $768.1K | 0.51% | +64+0.5% | Added |
| HighTower Advisors, LLC | 11,907 | $769.0K | 0.00% | +1,436+13.7% | Added |
| Balentine LLC | 12,133 | $781.0K | 0.02% | −1,244−9.3% | Reduced |
| Auxano Advisors, LLC | 12,179 | $784.0K | 0.23% | +1,692+16.1% | Added |
| Amalgamated Bank | 12,228 | $787.0K | 0.01% | −16,351−57.2% | Reduced |
| Pensionmark Financial Group, LLC | 12,271 | $789.9K | 0.11% | +12,271 | New |
| Legacy Wealth Asset Management, LLC | 12,278 | $790.3K | 0.22% | +7+0.1% | Added |
| Walleye Trading LLC | 12,850 | $827.2K | 0.01% | +12,850 | New |
| Cyrus J. Lawrence, LLC | 13,272 | $854.0K | 0.19% | +13,272 | New |
| Brevan Howard Capital Management LP | 13,291 | $855.5K | 0.08% | +8,835+198.3% | Added |
| Tower Research Capital LLC (TRC) | 13,688 | $881.1K | 0.02% | +7,715+129.2% | Added |
| Inlet Private Wealth, LLC | 14,175 | $912.4K | 0.25% | +2,025+16.7% | Added |
| SYSTM Wealth Solutions LLC | 14,455 | $930.5K | 0.12% | −1,984−12.1% | Reduced |
| American Century Companies Inc | 14,785 | $951.7K | 0.00% | −11,297−43.3% | Reduced |
| Regions Financial Corp | 14,813 | $953.5K | 0.01% | −72−0.5% | Reduced |
| Guggenheim Capital LLC | 14,943 | $961.9K | 0.01% | +1,731+13.1% | Added |
| Maryland State Retirement & Pension System | 16,587 | $1.00M | 0.02% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 15,783 | $1.02M | 0.46% | +704+4.7% | Added |
| CastleKnight Management LP | 16,000 | $1.03M | 0.15% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 16,373 | $1.05M | 1.12% | 00.0% | Unchanged |
| Alps Advisors Inc | 16,508 | $1.06M | 0.01% | −1,741−9.5% | Reduced |
| Cetera Investment Advisers | 16,558 | $1.07M | 0.00% | +8,998+119.0% | Added |
| Cullen/Frost Bankers, Inc. | 16,818 | $1.08M | 0.02% | −250−1.5% | Reduced |
| Paradigm Asset Management Co LLC | 17,200 | $1.11M | 0.28% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $1.11M | 0.77% | – | – |
| Plato Investment Management Ltd | 17,323 | $1.12M | 0.12% | +17,323 | New |
| Wolverine Asset Management LLC | 17,590 | $1.13M | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 17,705 | $1.14M | 0.00% | +301+1.7% | Added |
| Qsemble Capital Management, LP | 17,892 | $1.15M | 0.25% | −6,407−26.4% | Reduced |
| Mercer Global Advisors Inc | 18,232 | $1.17M | 0.00% | −497−2.7% | Reduced |
| Xponance, Inc. | 18,349 | $1.18M | 0.01% | +10,416+131.3% | Added |
| Principal Financial Group Inc | 18,422 | $1.19M | 0.00% | +4,732+34.6% | Added |
| Federation des caisses Desjardins du Quebec | 18,553 | $1.19M | 0.01% | +16,923+1,038.2% | Added |
| Carmignac Gestion | 18,691 | $1.20M | 0.02% | +5,954+46.7% | Added |
| Gulf International Bank (UK) Ltd | 18,714 | $1.20M | 0.03% | 00.0% | Unchanged |
| US Bancorp | 19,364 | $1.25M | 0.00% | −2,617−11.9% | Reduced |
| Integrated Investment Consultants, LLC | 19,901 | $1.28M | 0.35% | +2,018+11.3% | Added |
| Elo Mutual Pension Insurance Co | 20,354 | $1.31M | 0.03% | +860+4.4% | Added |
| Fox Run Management, L.L.C. | 20,574 | $1.32M | 0.29% | +8,977+77.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,609 | $1.33M | 0.02% | +4,718+29.7% | Added |
| Raymond James Trust N.A. | 21,013 | $1.35M | 0.03% | −39−0.2% | Reduced |
| Delphi Management Inc | 21,225 | $1.37M | 1.06% | +21,225 | New |
| Toronto Dominion Bank | 21,228 | $1.37M | 0.00% | −11,157−34.5% | Reduced |