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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 5,086 | $327.4K | 0.02% | +5,086 | New |
| ASB Consultores, LLC | 4,931 | $317.4K | 0.08% | +4,931 | New |
| 9258 Wealth Management, LLC | 4,879 | $314.1K | 0.05% | +5+0.1% | Added |
| Greenleaf Trust | 4,823 | $310.5K | 0.00% | −40−0.8% | Reduced |
| Assenagon Asset Management S.A. | 4,600 | $296.1K | 0.00% | +4,600 | New |
| AJOVista, LLC | 4,574 | $294.4K | 0.80% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,506 | $290.1K | 0.05% | −444−9.0% | Reduced |
| Point72 Hong Kong Ltd | 4,480 | $288.4K | 0.01% | +4,480 | New |
| Yousif Capital Management, LLC | 4,477 | $288.2K | 0.00% | +211+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,475 | $288.0K | 0.01% | +1,532+52.1% | Added |
| Evercore Wealth Management, LLC | 4,460 | $287.1K | 0.00% | −20−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 4,349 | $280.0K | 0.00% | −12,770−74.6% | Reduced |
| Bridgefront Capital, LLC | 4,292 | $276.3K | 0.21% | +4,292 | New |
| MetLife Investment Management | 4,239 | $272.9K | 0.00% | +10+0.2% | Added |
| 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 |
| New York Life Investment Management LLC | 4,015 | $258.4K | 0.00% | −15−0.4% | Reduced |
| HRT Financial LP | 4,021 | $258.0K | 0.00% | −51,831−92.8% | Reduced |
| CSS LLC | 4,000 | $257.5K | 0.02% | +4,000 | New |
| Park Avenue Securities LLC | 3,995 | $257.0K | 0.00% | +520+15.0% | Added |
| Advisory Services Network, LLC | 3,925 | $252.7K | 0.01% | +1,139+40.9% | Added |
| CM Wealth Advisors LLC | 4,012 | $251.6K | 0.07% | +4,012 | New |
| Meixler Investment Management, Ltd. | 3,907 | $251.5K | 0.19% | −71−1.8% | Reduced |
| MQS Management LLC | 3,906 | $251.4K | 0.14% | +3,906 | New |
| Wealth Enhancement Advisory Services, LLC | 3,873 | $249.3K | 0.00% | +31+0.8% | Added |
| Motley Fool Asset Management LLC | 3,846 | $247.6K | 0.02% | −166−4.1% | Reduced |
| CIBC Private Wealth Group, LLC | 3,893 | $247.3K | 0.00% | −472−10.8% | Reduced |
| Intech Investment Management LLC | 3,796 | $244.3K | 0.00% | −1,956−34.0% | Reduced |
| Lake Street Advisors Group, LLC | 3,753 | $241.6K | 0.01% | +3,753 | New |
| Mengis Capital Management, Inc. | 3,739 | $240.7K | 0.04% | +3,739 | New |
| EntryPoint Capital, LLC | 3,717 | $239.3K | 0.21% | +1,483+66.4% | Added |
| Vestcor Inc | 3,696 | $238.0K | 0.01% | −35−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 3,671 | $236.3K | 0.02% | +69+1.9% | Added |
| Cipher Capital LP | 3,670 | $236.2K | 0.11% | +3,670 | New |
| Signaturefd, LLC | 3,628 | $233.5K | 0.00% | +154+4.4% | Added |
| MeadowBrook Investment Advisors LLC | 3,610 | $232.4K | 0.22% | −1,150−24.2% | Reduced |
| 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 |
| Sheets Smith Wealth Management | 3,600 | $231.7K | 0.03% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 3,575 | $230.1K | 0.01% | −1,600−30.9% | Reduced |
| Copeland Capital Management, LLC | 3,560 | $229.2K | 0.00% | +25+0.7% | Added |
| Old National Bancorp | 3,419 | $220.1K | 0.01% | −2,408−41.3% | Reduced |
| CWM, LLC | 3,386 | $218.0K | 0.00% | +413+13.9% | Added |
| Avestar Capital, LLC | 3,338 | $214.9K | 0.02% | −219−6.2% | Reduced |
| Empowered Funds, LLC | 3,293 | $212.0K | 0.00% | +3,293 | New |
| Wealth Alliance | 3,258 | $209.7K | 0.03% | −23−0.7% | Reduced |
| UniSuper Management Pty Ltd | 3,200 | $206.0K | 0.00% | +1,600+100.0% | Added |
| HBK Sorce Advisory LLC | 3,136 | $201.9K | 0.01% | +3,136 | New |
| Ostrum Asset Management | 2,855 | $183.8K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2,327 | $149.8K | 0.17% | −96−4.0% | Reduced |
| Motco | 2,159 | $139.0K | 0.01% | +2,159 | New |
| Tortoise Investment Management, LLC | 2,000 | $128.7K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,947 | $126.0K | 0.01% | −7,404−79.2% | Reduced |
| Quadrant Capital Group LLC | 1,935 | $124.6K | 0.01% | −317−14.1% | Reduced |
| Rakuten Investment Management, Inc. | 1,928 | $124.1K | 0.00% | +1,768+1,105.0% | Added |
| GAMMA Investing LLC | 1,878 | $120.9K | 0.02% | +33+1.8% | Added |
| American International Group, Inc. | 1,790 | $115.2K | 0.00% | +3+0.2% | Added |
| Headlands Technologies LLC | 1,691 | $108.8K | 0.03% | +1,691 | New |
| Hilltop National Bank | 1,673 | $107.7K | 0.04% | +1,673 | New |
| Covestor Ltd | 1,544 | $99.0K | 0.06% | −339−18.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,448 | $89.6K | 0.01% | +156+12.1% | Added |
| Anchor Investment Management, LLC | 1,373 | $88.4K | 0.01% | +100+7.9% | Added |
| Proequities, Inc. | 1,366 | $87.9K | 0.01% | +95+7.5% | Added |
| Natixis | 1,200 | $77.2K | 0.00% | +1,200 | New |
| Jones Financial Companies LLLP | 1,169 | $75.3K | 0.00% | +1,096+1,501.4% | Added |
| Central Pacific Bank - Trust Division | 1,178 | $74.8K | 0.01% | +1,178 | New |
| Farther Finance Advisors, LLC | 1,093 | $69.4K | 0.00% | +55+5.3% | Added |
| First Horizon Advisors, Inc. | 1,036 | $66.7K | 0.00% | −93−8.2% | Reduced |
| Leonteq Securities AG | 1,030 | $66.3K | 0.01% | −180−14.9% | Reduced |
| Fortis Group Advisors, LLC | 1,000 | $64.4K | 0.01% | −1,000−50.0% | Reduced |
| Penserra Capital Management LLC | 998 | $64.0K | 0.00% | +36+3.7% | Added |
| Tobam | 980 | $63.0K | 0.01% | −29−2.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 955 | $61.5K | 0.02% | +955 | New |
| Allworth Financial LP | 898 | $57.8K | 0.00% | +30+3.5% | Added |
| Denali Advisors LLC | 800 | $51.5K | 0.02% | +800 | New |
| Principal Securities, Inc. | 776 | $50.0K | 0.00% | −85−9.9% | Reduced |
| Westpac Banking Corp | 738 | $47.5K | 0.00% | −3,446−82.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 695 | $44.8K | 0.00% | +367+111.9% | Added |
| Northwestern Mutual Wealth Management Co | 580 | $37.3K | 0.00% | +55+10.5% | Added |
| Caldwell Trust Co | 576 | $37.1K | 0.00% | −307−34.8% | Reduced |
| Global Retirement Partners, LLC | 536 | $34.5K | 0.00% | +60+12.6% | Added |
| Bellevue Asset Management, LLC | 531 | $34.1K | 0.02% | +3+0.6% | Added |
| Global X Japan Co., Ltd. | 521 | $33.5K | 0.01% | −63−10.8% | Reduced |
| Financial Avengers, Inc. | 503 | $31.9K | 0.02% | −163−24.5% | Reduced |
| Benjamin Edwards Inc | 471 | $30.0K | 0.01% | +120+34.2% | Added |
| Fifth Third Bancorp | 426 | $27.4K | 0.00% | −392−47.9% | Reduced |
| IFP Advisors, Inc | 415 | $26.7K | 0.00% | −15−3.5% | Reduced |
| St Germain D J Co Inc | 413 | $26.6K | 0.00% | +413 | New |
| RFP Financial Group LLC | 408 | $26.3K | 0.01% | −71−14.8% | Reduced |
| nVerses Capital, LLC | 400 | $25.7K | 0.06% | +400 | New |
| Quent Capital, LLC | 396 | $25.5K | 0.00% | +172+76.8% | Added |
| Lindbrook Capital, LLC | 392 | $25.2K | 0.00% | +69+21.4% | Added |
| Allspring Global Investments Holdings, LLC | 384 | $24.7K | 0.00% | +133+53.0% | Added |
| Huntington National Bank | 383 | $24.7K | 0.00% | +161+72.5% | Added |
| Quarry LP | 373 | $24.0K | 0.01% | +333+832.5% | Added |
| Smartleaf Asset Management LLC | 369 | $23.8K | 0.00% | +309+515.0% | Added |
| Salem Investment Counselors Inc | 310 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 281 | $18.0K | 0.00% | −12,313−97.8% | Reduced |
| Eagle Bay Advisors LLC | 259 | $16.7K | 0.01% | +259 | New |
| JFS Wealth Advisors, LLC | 237 | $15.3K | 0.00% | 00.0% | Unchanged |