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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 14,943 | $961.9K | 0.01% | +1,731+13.1% | Added |
| Regions Financial Corp | 14,813 | $953.5K | 0.01% | −72−0.5% | Reduced |
| American Century Companies Inc | 14,785 | $951.7K | 0.00% | −11,297−43.3% | Reduced |
| SYSTM Wealth Solutions LLC | 14,455 | $930.5K | 0.12% | −1,984−12.1% | Reduced |
| Inlet Private Wealth, LLC | 14,175 | $912.4K | 0.25% | +2,025+16.7% | Added |
| Tower Research Capital LLC (TRC) | 13,688 | $881.1K | 0.02% | +7,715+129.2% | Added |
| Brevan Howard Capital Management LP | 13,291 | $855.5K | 0.08% | +8,835+198.3% | Added |
| Cyrus J. Lawrence, LLC | 13,272 | $854.0K | 0.19% | +13,272 | New |
| Walleye Trading LLC | 12,850 | $827.2K | 0.01% | +12,850 | New |
| Legacy Wealth Asset Management, LLC | 12,278 | $790.3K | 0.22% | +7+0.1% | Added |
| Pensionmark Financial Group, LLC | 12,271 | $789.9K | 0.11% | +12,271 | New |
| Amalgamated Bank | 12,228 | $787.0K | 0.01% | −16,351−57.2% | Reduced |
| Auxano Advisors, LLC | 12,179 | $784.0K | 0.23% | +1,692+16.1% | Added |
| Balentine LLC | 12,133 | $781.0K | 0.02% | −1,244−9.3% | Reduced |
| HighTower Advisors, LLC | 11,907 | $769.0K | 0.00% | +1,436+13.7% | Added |
| First National Bank of Hutchinson | 11,933 | $768.1K | 0.51% | +64+0.5% | Added |
| JustInvest LLC | 11,915 | $767.0K | 0.02% | +1,217+11.4% | Added |
| Meiji Yasuda Life Insurance Co | 11,865 | $763.8K | 0.02% | +1,760+17.4% | Added |
| Roberts Capital Advisors, LLC | 11,759 | $756.9K | 0.73% | +11,759 | New |
| Foster & Motley Inc | 11,735 | $755.0K | 0.05% | +7,606+184.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,165 | $718.7K | 0.00% | +11,165 | New |
| XTX Topco Ltd | 10,895 | $701.3K | 0.09% | +3,422+45.8% | Added |
| Jefferies Financial Group Inc. | 10,834 | $697.4K | 0.01% | −128,916−92.2% | Reduced |
| Bank of Nova Scotia | 10,832 | $697.3K | 0.00% | +67+0.6% | Added |
| PEAK6 Investments LLC | 10,719 | $690.0K | 0.03% | +3,839+55.8% | Added |
| MML Investors Services, LLC | 10,295 | $663.0K | 0.00% | +22+0.2% | Added |
| Petrus Trust Company, LTA | 9,842 | $633.5K | 0.06% | +155+1.6% | Added |
| Clearstead Advisors, LLC | 10,038 | $633.0K | 0.03% | −798−7.4% | Reduced |
| New Millennium Group LLC | 9,714 | $625.3K | 0.47% | +9,714 | New |
| AlphaMark Advisors, LLC | 9,710 | $625.0K | 0.22% | +470+5.1% | Added |
| Kestra Private Wealth Services, LLC | 9,689 | $623.7K | 0.01% | +27+0.3% | Added |
| Atom Investors LP | 9,596 | $617.7K | 0.08% | +3,162+49.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,575 | $616.3K | 0.00% | −138−1.4% | Reduced |
| CIBC World Markets Inc. | 9,421 | $606.0K | 0.00% | −354−3.6% | Reduced |
| Pinebridge Investments, L.P. | 9,342 | $601.3K | 0.00% | −2,762−22.8% | Reduced |
| Wealthfront Advisers LLC | 9,223 | $593.7K | 0.00% | +4,764+106.8% | Added |
| CIBC World Markets Corp | 9,120 | $587.1K | 0.00% | +2,900+46.6% | Added |
| Moody Lynn & Lieberson, LLC | 8,965 | $577.1K | 0.04% | +17+0.2% | Added |
| Two Sigma Securities, LLC | 8,938 | $575.3K | 0.03% | +4,545+103.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,905 | $573.2K | 0.00% | −1,821−17.0% | Reduced |
| Chicago Trust Co NA | 8,756 | $563.6K | 0.12% | +1,310+17.6% | Added |
| M&T Bank Corp | 8,692 | $559.6K | 0.00% | −173−2.0% | 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 |
| United Capital Financial Advisers, LLC | 8,588 | $552.8K | 0.00% | −1,391−13.9% | Reduced |
| Commonwealth Equity Services, LLC | 8,439 | $543.0K | 0.00% | +597+7.6% | Added |
| Schechter Investment Advisors, LLC | 8,387 | $539.9K | 0.04% | −3,933−31.9% | Reduced |
| Aviva PLC | 8,287 | $533.4K | 0.00% | −20−0.2% | Reduced |
| Graypoint LLC | 8,230 | $529.7K | 0.04% | +207+2.6% | Added |
| QRG Capital Management, Inc. | 8,196 | $527.6K | 0.01% | −265−3.1% | Reduced |
| Prudent Man Advisors, LLC | 8,186 | $526.9K | 0.20% | −473−5.5% | Reduced |
| State of Michigan Retirement System | 7,970 | $513.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 7,852 | $505.4K | 0.04% | −3,511−30.9% | Reduced |
| Axq Capital, LP | 7,800 | $502.1K | 0.12% | −2,300−22.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,658 | $492.9K | 0.02% | −5,196−40.4% | Reduced |
| SRS Capital Advisors, Inc. | 7,593 | $488.8K | 0.05% | +909+13.6% | Added |
| Trust Co of Vermont | 7,552 | $486.1K | 0.03% | −429−5.4% | Reduced |
| Savant Capital, LLC | 7,523 | $484.3K | 0.01% | +7,523 | New |
| CI Private Wealth, LLC | 7,483 | $481.7K | 0.00% | −180−2.3% | Reduced |
| Magnetar Financial LLC | 7,478 | $481.4K | 0.01% | −28,184−79.0% | Reduced |
| PenderFund Capital Management Ltd. | 5,510 | $480.4K | 0.13% | −40,230−88.0% | Reduced |
| Creative Planning | 7,396 | $476.1K | 0.00% | +345+4.9% | Added |
| Banco Santander, S.A. | 7,225 | $465.1K | 0.01% | −3,368−31.8% | Reduced |
| CIBC Asset Management Inc | 7,155 | $460.6K | 0.00% | +53+0.7% | Added |
| Centiva Capital, LP | 7,087 | $456.2K | 0.03% | +7,087 | New |
| Carret Asset Management, LLC | 7,070 | $455.1K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,011 | $451.3K | 0.00% | +845+13.7% | Added |
| Abn Amro Investment Solutions | 6,981 | $449.4K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,909 | $444.7K | 0.01% | +149+2.2% | Added |
| CWM Advisors, LLC | 6,859 | $441.5K | 0.05% | −398−5.5% | Reduced |
| Baird Financial Group, Inc. | 6,822 | $439.1K | 0.00% | +249+3.8% | Added |
| Nicolet Bankshares Inc | 6,810 | $438.4K | 0.11% | −225−3.2% | Reduced |
| Dynamic Advisor Solutions LLC | 6,766 | $435.5K | 0.01% | +303+4.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,635 | $427.1K | 0.00% | +1,640+32.8% | Added |
| Captrust Financial Advisors | 6,634 | $427.0K | 0.00% | −6,203−48.3% | Reduced |
| First Hawaiian Bank | 6,608 | $425.4K | 0.01% | −5,479−45.3% | Reduced |
| Umb Bank N A | 6,599 | $424.8K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,482 | $417.2K | 0.01% | +505+8.4% | 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 |
| Ci Investments Inc. | 6,355 | $409.0K | 0.00% | +1,713+36.9% | Added |
| Tectonic Advisors LLC | 6,237 | $401.5K | 0.03% | +653+11.7% | Added |
| New World Advisors LLC | 6,150 | $395.9K | 0.12% | −300−4.7% | Reduced |
| Marshall Wace, LLP | 6,123 | $394.1K | 0.00% | −51,625−89.4% | Reduced |
| Wellington Management Group LLP | 6,110 | $393.3K | 0.00% | −74−1.2% | Reduced |
| Degroof Petercam Asset Management | 6,000 | $386.2K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5,717 | $368.0K | 0.07% | +210+3.8% | Added |
| Oppenheimer & Co Inc | 5,665 | $364.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 5,659 | $364.3K | 0.09% | +5,659 | New |
| Lincoln National Corp | 5,625 | $362.1K | 0.01% | +45+0.8% | Added |
| National Bank of Canada | 5,512 | $346.9K | 0.00% | +501+10.0% | Added |
| Qtron Investments LLC | 5,382 | $346.4K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 5,330 | $343.1K | 0.06% | +1,786+50.4% | Added |
| Verition Fund Management LLC | 5,316 | $342.2K | 0.00% | −14,293−72.9% | Reduced |
| Voloridge Investment Management, LLC | 5,298 | $341.0K | 0.00% | +5,298 | New |
| NorthCrest Asset Manangement, LLC | 5,260 | $338.6K | 0.01% | −180−3.3% | Reduced |
| Ontario Teachers Pension Plan Board | 5,239 | $337.2K | 0.00% | −7,830−59.9% | Reduced |
| Scientech Research LLC | 5,170 | $332.8K | 0.18% | +5,170 | New |
| Resources Investment Advisors, LLC. | 5,141 | $330.9K | 0.01% | −99−1.9% | Reduced |
| Valley National Advisers Inc | 5,133 | $330.0K | 0.05% | +778+17.9% | Added |