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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
Nisa Investment Advisors, LLC220$14.2K0.00%−200−47.6%Reduced
Distillate Capital Partners LLC217$14.0K2.35%−13−5.7%Reduced
Tucker Asset Management LLC216$13.9K0.00%00.0%Unchanged
Venturi Wealth Management, LLC203$13.1K0.00%+203New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC196$12.6K0.00%+196New
Center for Financial Planning, Inc.191$12.3K0.00%+191New
Carolinas Wealth Consulting LLC189$12.2K0.00%00.0%Unchanged
WR Wealth Planners, LLC177$11.4K0.00%+177New
Frazier Financial Advisors, LLC170$10.9K0.01%+110+183.3%Added
Colonial Trust Co163$10.5K0.00%−11−6.3%Reduced
Criterion Capital Advisors, LLC160$10.3K0.01%−40−20.0%Reduced
Capital Advisors, Ltd. LLC160$10.0K0.00%00.0%Unchanged
1832 Asset Management L.P.153$9.85K0.00%00.0%Unchanged
GeoWealth Management, LLC151$9.72K0.00%+136+906.7%Added
Hollencrest Capital Management145$9.33K0.00%00.0%Unchanged
West Branch Capital LLC140$9.01K0.00%00.0%Unchanged
Parkside Financial Bank & Trust132$8.50K0.00%+56+73.7%Added
NBC Securities, Inc.134$8.00K0.00%00.0%Unchanged
CVA Family Office, LLC121$7.79K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC110$7.08K0.00%+110New
Beacon Capital Management, LLC100$6.44K0.00%00.0%Unchanged
Red Tortoise LLC87$5.60K0.00%00.0%Unchanged
Bell Investment Advisors, Inc85$5.47K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.81$5.21K0.00%−39−32.5%Reduced
Pacific Capital Wealth Advisors, Inc79$5.08K0.00%+79New
Farmers & Merchants Trust Co of Chambersburg PA78$5.00K0.00%+78New
Kayne Anderson Rudnick Investment Management LLC77$4.96K0.00%00.0%Unchanged
Private Wealth Management Group, LLC68$4.38K0.00%00.0%Unchanged
GWM Advisors LLC67$4.32K0.00%−41−38.0%Reduced
Bruce G. Allen Investments, LLC65$4.18K0.00%00.0%Unchanged
Mather Group, LLC.68$4.16K0.00%+68New
Beaird Harris Wealth Management, LLC61$3.93K0.00%−237−79.5%Reduced
Fortitude Family Office, LLC59$3.80K0.00%00.0%Unchanged
Macroview Investment Management LLC59$3.79K0.00%00.0%Unchanged
Spire Wealth Management57$3.67K0.00%−281−83.1%Reduced
First Pacific Financial51$3.28K0.00%+15+41.7%Added
Sandy Spring Bank50$3.22K0.00%00.0%Unchanged
Concord Wealth Partners50$3.22K0.00%+50New
Coston, McIsaac & Partners54$3.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$3.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.35$2.99K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC43$2.77K0.00%00.0%Unchanged
Continuum Advisory, LLC43$2.73K0.00%+43New
Credit Agricole S A42$2.54K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC39$2.51K0.00%+39New
Carmichael Hill & Associates, Inc.37$2.38K0.00%−12−24.5%Reduced
Hexagon Capital Partners LLC33$2.12K0.00%+33New
SJS Investment Consulting Inc.32$2.06K0.00%+4+14.3%Added
Avion Wealth19$2.00K0.00%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
FinTrust Capital Advisors, LLC24$1.54K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC23$1.48K0.00%00.0%Unchanged
Sofos Investments, Inc.18$1.19K0.00%+18New
Manchester Capital Management LLC11$7090.00%00.0%Unchanged
True Wealth Design, LLC11$7090.00%+5+83.3%Added
Versant Capital Management, Inc11$7080.00%00.0%Unchanged
AdvisorNet Financial, Inc10$6440.00%−41−80.4%Reduced
Massmutual Trust Co FSB10$6440.00%00.0%Unchanged
Abound Wealth Management6$3930.00%00.0%Unchanged
VisionPoint Advisory Group, LLC6$3860.00%+6New
Harbour Investments, Inc.5$3220.00%00.0%Unchanged
TD Capital Management LLC5$3220.00%+5New
Raleigh Capital Management Inc.5$3220.00%+5New
Wetzel Investment Advisors, Inc.5$3020.00%00.0%Unchanged
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
TFC Financial Management1$650.00%+1New
Larson Financial Group LLC1$640.00%−184−99.5%Reduced
Dogwood Wealth Management LLC0$20.00%0Unchanged
Lazard Asset Management LLC9$00.00%00.0%Unchanged
Baupost Group LLCSuperinvestorBaupost Group0$00.00%−1,028,545−100.0%Sold out
Public Employees Retirement Association of Colorado0$00.00%−209,476−100.0%Sold out
Phase 2 Partners, LLC0$00.00%−116,696−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−61,505−100.0%Sold out
Scotia Capital Inc.0$00.00%−55,124−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−51,223−100.0%Sold out
Sciencast Management LP0$00.00%−25,496−100.0%Sold out
Oregon Public Employees Retirement Fund0$00.00%−22,527−100.0%Sold out
Trexquant Investment LP0$00.00%−21,472−100.0%Sold out
Foresight Global Investors, Inc.0$00.00%−15,019−100.0%Sold out
Winton Group Ltd0$00.00%−13,603−100.0%Sold out
Scalar Gauge Management, LLC0$00.00%−13,000−100.0%Sold out
Curated Wealth Partners LLC0$00.00%−12,008−100.0%Sold out
Prudential PLC0$00.00%−11,623−100.0%Sold out
Teza Capital Management LLC0$00.00%−11,028−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−10,241−100.0%Sold out
Summit Global Investments0$00.00%−9,622−100.0%Sold out
Greenland Capital Management LP0$00.00%−8,962−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−8,182−100.0%Sold out
Douglas Lane & Associates, LLC0$00.00%−8,023−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−8,000−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−6,481−100.0%Sold out
Legacy Capital Wealth Partners, LLC0$00.00%−6,416−100.0%Sold out
Clough Capital Partners L P0$00.00%−5,104−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−4,412−100.0%Sold out
Quotient Wealth Partners, LLC0$00.00%−4,255−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,806−100.0%Sold out