Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2024

Institutional positions in SS&C Technologies Holdings Inc as of Jun 30, 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
577
+9 vs. Q1 2024
Shares held
203.8M
−119.6K (−0.1%) vs. Q1 2024
Total value
$12.8B
−$345.9M (−2.6%) vs. Q1 2024
New holders
67
238 more added
Sold out
58
196 more reduced

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 577 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 heldQ2 2024: $12.8B
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, Q2 2024

Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q1 2024.

Institutions holding SSNC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
TFC Financial Management1$630.00%00.0%Unchanged
Larson Financial Group LLC1$630.00%00.0%Unchanged
Rakuten Securities, Inc.2$1250.00%00.0%Unchanged
JJJ Advisors Inc.2$1260.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1260.00%00.0%Unchanged
New Millennium Group LLC2$1460.00%−9,712−100.0%Reduced
Raleigh Capital Management Inc.5$3130.00%00.0%Unchanged
Harbor Investment Advisory, LLC5$3130.00%+5New
Wetzel Investment Advisors, Inc.5$3220.00%00.0%Unchanged
VisionPoint Advisory Group, LLC6$3760.00%00.0%Unchanged
Key Financial Inc9$5640.00%+9New
Kimelman & Baird, LLC9$5650.00%+9New
MV Capital Management, Inc.10$6270.00%+8+400.0%Added
Manchester Capital Management LLC11$6900.00%00.0%Unchanged
CoreCap Advisors, LLC14$8770.00%+14New
AdvisorNet Financial, Inc15$9400.00%+5+50.0%Added
Toth Financial Advisory Corp15$9410.00%+15New
Avion Wealth19$1.00K0.00%00.0%Unchanged
Lazard Asset Management LLC28$1.00K0.00%+19+211.1%Added
True Wealth Design, LLC16$1.00K0.00%+5+45.5%Added
Opal Wealth Advisors, LLC16$1.00K0.00%+16New
Sachetta, LLC16$1.18K0.00%+16New
Provenance Wealth Advisors, LLC23$1.44K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC24$1.50K0.00%00.0%Unchanged
International Assets Investment Management, LLC30$1.88K0.00%+30New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC31$1.94K0.00%−165−84.2%Reduced
SJS Investment Consulting Inc.32$2.01K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.35$2.19K0.00%00.0%Unchanged
Harbour Investments, Inc.35$2.19K0.00%+30+600.0%Added
Carmichael Hill & Associates, Inc.37$2.32K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.38$2.38K0.00%+7+22.6%Added
Quarry LP42$2.63K0.00%−331−88.7%Reduced
Bartlett & Co. Wealth Management LLC43$2.69K0.00%00.0%Unchanged
Continuum Advisory, LLC43$2.69K0.00%00.0%Unchanged
Coston, McIsaac & Partners54$3.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$3.00K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc48$3.01K0.00%+48New
ZRC Wealth Management, LLC48$3.01K0.00%+48New
Sandy Spring Bank50$3.13K0.00%00.0%Unchanged
Concord Wealth Partners50$3.13K0.00%00.0%Unchanged
Fortitude Family Office, LLC59$3.70K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC65$4.07K0.00%00.0%Unchanged
GWM Advisors LLC67$4.21K0.00%00.0%Unchanged
Private Wealth Management Group, LLC68$4.26K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC77$4.83K0.00%00.0%Unchanged
Ossiam78$4.89K0.00%+78New
Farmers & Merchants Trust Co of Chambersburg PA78$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc85$5.33K0.00%00.0%Unchanged
Red Tortoise LLC87$5.45K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC91$5.70K0.00%−79−46.5%Reduced
Mather Group, LLC.96$6.18K0.00%+28+41.2%Added
St Germain D J Co Inc99$6.20K0.00%−314−76.0%Reduced
Catalyst Funds Management Pty Ltd100$6.27K0.00%+100New
Beacon Capital Management, LLC100$6.29K0.00%00.0%Unchanged
NBC Securities, Inc.112$7.00K0.00%−22−16.4%Reduced
CVA Family Office, LLC129$8.08K0.00%+8+6.6%Added
Fifth Third Bancorp132$8.27K0.00%−294−69.0%Reduced
West Branch Capital LLC140$8.77K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC144$9.02K0.00%+34+30.9%Added
Hollencrest Capital Management145$9.09K0.00%00.0%Unchanged
1832 Asset Management L.P.153$9.59K0.00%00.0%Unchanged
Massmutual Trust Co FSB158$9.90K0.00%+148+1,480.0%Added
Criterion Capital Advisors, LLC160$10.0K0.01%00.0%Unchanged
Colonial Trust Co163$10.1K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.162$10.2K0.00%+162New
Carolinas Wealth Consulting LLC190$11.9K0.00%+1+0.5%Added
WR Wealth Planners, LLC204$12.8K0.00%+27+15.3%Added
Capital Advisors, Ltd. LLC212$13.0K0.00%+52+32.5%Added
Tucker Asset Management LLC216$13.5K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC220$13.8K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC237$14.9K0.00%00.0%Unchanged
Smartleaf Asset Management LLC241$15.0K0.00%−128−34.7%Reduced
Parkside Financial Bank & Trust245$15.4K0.00%+113+85.6%Added
Eagle Bay Advisors LLC259$16.2K0.01%00.0%Unchanged
Quent Capital, LLC275$17.2K0.00%−121−30.6%Reduced
Tobam291$18.0K0.00%−689−70.3%Reduced
Ronald Blue Trust, Inc.300$19.3K0.00%+219+270.4%Added
Salem Investment Counselors Inc310$19.4K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.338$21.0K0.00%+338New
Bessemer Group Inc366$23.0K0.00%+85+30.2%Added
Huntington National Bank377$23.6K0.00%−6−1.6%Reduced
RFP Financial Group LLC408$25.6K0.01%00.0%Unchanged
Lindbrook Capital, LLC408$25.6K0.00%+16+4.1%Added
Innealta Capital, LLC408$25.6K0.01%+408New
Spire Wealth Management409$25.6K0.00%+352+617.5%Added
Global X Japan Co., Ltd.413$25.9K0.00%−108−20.7%Reduced
IFP Advisors, Inc421$26.4K0.00%+6+1.4%Added
Allspring Global Investments Holdings, LLC498$31.2K0.00%+114+29.7%Added
Bellevue Asset Management, LLC532$33.4K0.02%+1+0.2%Added
Leonteq Securities AG560$35.1K0.00%−470−45.6%Reduced
Ashton Thomas Private Wealth, LLC560$35.1K0.00%+560New
Ransom Advisory, Ltd570$35.7K0.02%+570New
Caldwell Trust Co576$36.1K0.00%00.0%Unchanged
Principal Securities, Inc.592$37.1K0.00%−184−23.7%Reduced
Financial Avengers, Inc.637$39.9K0.02%+134+26.6%Added
Venturi Wealth Management, LLC643$40.3K0.00%+440+216.7%Added
Steward Partners Investment Advisory, LLC659$41.3K0.00%−36−5.2%Reduced
Benjamin Edwards Inc675$42.0K0.01%+204+43.3%Added
Strengthening Families & Communities, LLC675$42.0K0.01%+675New