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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 704 | $44.1K | 0.01% | +693+6,300.0% | Added |
| 1620 Investment Advisors, Inc. | 742 | $46.5K | 0.04% | +742 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 771 | $48.3K | 0.01% | −184−19.3% | Reduced |
| Global Retirement Partners, LLC | 803 | $50.3K | 0.00% | +267+49.8% | Added |
| Central Pacific Bank - Trust Division | 880 | $55.1K | 0.01% | −298−25.3% | Reduced |
| Walleye Trading LLC | 913 | $57.2K | 0.00% | −11,937−92.9% | Reduced |
| Farther Finance Advisors, LLC | 934 | $58.2K | 0.00% | −159−14.5% | Reduced |
| LGT Financial Advisors LLC | 971 | $60.9K | 0.13% | −1,356−58.3% | Reduced |
| Simplex Trading, LLC | 980 | $61.0K | 0.00% | +980 | New |
| Fortis Group Advisors, LLC | 1,000 | $62.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,002 | $63.0K | 0.00% | +4+0.4% | Added |
| First Horizon Advisors, Inc. | 1,036 | $64.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,273 | $79.8K | 0.01% | −605−32.2% | Reduced |
| Anchor Investment Management, LLC | 1,298 | $81.3K | 0.01% | −75−5.5% | Reduced |
| Quantbot Technologies LP | 1,342 | $84.1K | 0.00% | +1,342 | New |
| Allworth Financial LP | 1,267 | $84.3K | 0.00% | +369+41.1% | Added |
| Motco | 1,355 | $84.9K | 0.01% | −804−37.2% | Reduced |
| Corebridge Financial, Inc. | 1,651 | $103.5K | 0.00% | +1,651 | New |
| Quest Partners LLC | 1,677 | $105.1K | 0.01% | −33,861−95.3% | Reduced |
| Proequities, Inc. | 1,689 | $105.8K | 0.01% | +323+23.6% | Added |
| EverSource Wealth Advisors, LLC | 1,457 | $106.3K | 0.01% | +9+0.6% | Added |
| Quadrant Capital Group LLC | 1,734 | $108.7K | 0.01% | −201−10.4% | Reduced |
| Westpac Banking Corp | 1,761 | $110.4K | 0.01% | +1,023+138.6% | Added |
| CSS LLC | 1,900 | $119.1K | 0.01% | −2,100−52.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,947 | $122.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,976 | $123.8K | 0.04% | +303+18.1% | Added |
| Tortoise Investment Management, LLC | 2,000 | $125.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,053 | $128.7K | 0.00% | −11,635−85.0% | Reduced |
| Covestor Ltd | 2,050 | $129.0K | 0.08% | +506+32.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,237 | $140.1K | 0.00% | +1,657+285.7% | Added |
| Ostrum Asset Management | 2,648 | $165.9K | 0.01% | −207−7.3% | Reduced |
| Rakuten Investment Management, Inc. | 3,060 | $190.3K | 0.00% | +1,132+58.7% | Added |
| Wolverine Asset Management LLC | 3,190 | $199.9K | 0.00% | −14,400−81.9% | Reduced |
| Rehmann Capital Advisory Group | 3,210 | $201.2K | 0.01% | +3,210 | New |
| Claret Asset Management Corp | 3,219 | $202.0K | 0.04% | +3,219 | New |
| Wealth Alliance | 3,237 | $202.8K | 0.03% | −21−0.6% | Reduced |
| Signaturefd, LLC | 3,323 | $208.2K | 0.00% | −305−8.4% | Reduced |
| Park Avenue Securities LLC | 3,353 | $210.0K | 0.00% | −642−16.1% | Reduced |
| Transcend Wealth Collective, LLC | 3,371 | $211.3K | 0.02% | −300−8.2% | Reduced |
| Summit X, LLC | 3,290 | $213.8K | 0.05% | +3,290 | New |
| Jones Financial Companies LLLP | 3,432 | $215.1K | 0.00% | +2,263+193.6% | Added |
| Commerce Bank | 3,440 | $215.6K | 0.00% | +3,440 | New |
| Meixler Investment Management, Ltd. | 3,450 | $216.2K | 0.17% | −457−11.7% | Reduced |
| Qsemble Capital Management, LP | 3,452 | $216.3K | 0.04% | −14,440−80.7% | Reduced |
| Copeland Capital Management, LLC | 3,560 | $223.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,584 | $224.6K | 0.00% | −341−8.7% | Reduced |
| Sheets Smith Wealth Management | 3,600 | $225.6K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,606 | $226.0K | 0.01% | +3,606 | New |
| MeadowBrook Investment Advisors LLC | 3,610 | $226.2K | 0.21% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,634 | $227.7K | 0.00% | −381−9.5% | Reduced |
| Motley Fool Asset Management LLC | 3,695 | $230.2K | 0.02% | −151−3.9% | Reduced |
| Forum Financial Management, LP | 3,699 | $231.8K | 0.00% | +3,699 | New |
| Vestcor Inc | 3,696 | $232.0K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,724 | $233.4K | 0.01% | −29−0.8% | Reduced |
| Simplicity Wealth,LLC | 3,734 | $234.0K | 0.01% | −463−11.0% | Reduced |
| Bleakley Financial Group, LLC | 3,734 | $234.0K | 0.01% | −463−11.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,782 | $237.0K | 0.00% | +3,782 | New |
| Stonegate Investment Group, LLC | 3,798 | $238.0K | 0.01% | +3,798 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,813 | $238.9K | 0.01% | +3,813 | New |
| MetLife Investment Management | 3,849 | $241.2K | 0.00% | −390−9.2% | Reduced |
| Mutual Advisors, LLC | 3,396 | $250.1K | 0.01% | +3,396 | New |
| Verition Fund Management LLC | 4,091 | $256.4K | 0.00% | −1,225−23.0% | Reduced |
| Gsa Capital Partners LLP | 4,153 | $260.0K | 0.02% | +4,153 | New |
| Pallas Capital Advisors LLC | 3,908 | $264.3K | 0.01% | +3,908 | New |
| AlphaCore Capital LLC | 4,217 | $264.3K | 0.06% | +4,217 | New |
| CWM Advisors, LLC | 4,223 | $264.7K | 0.03% | −2,636−38.4% | Reduced |
| Golden State Equity Partners | 4,258 | $266.8K | 0.06% | +4,258 | New |
| Yousif Capital Management, LLC | 4,335 | $271.7K | 0.00% | −142−3.2% | Reduced |
| Ironwood Investment Counsel, LLC | 4,339 | $271.9K | 0.05% | −167−3.7% | Reduced |
| PEAK6 Investments LLC | 4,355 | $272.9K | 0.01% | −6,364−59.4% | Reduced |
| Capstone Investment Advisors, LLC | 4,383 | $274.7K | 0.01% | +4,383 | New |
| Evercore Wealth Management, LLC | 4,460 | $279.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,523 | $280.4K | 0.00% | +630+16.2% | Added |
| AJOVista, LLC | 4,574 | $286.7K | 0.83% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,884 | $306.1K | 0.05% | +5+0.1% | Added |
| ASB Consultores, LLC | 4,900 | $307.1K | 0.11% | −31−0.6% | Reduced |
| Greenleaf Trust | 4,927 | $308.8K | 0.00% | +104+2.2% | Added |
| Investment Management Corp of Ontario | 4,975 | $311.8K | 0.01% | +1,400+39.2% | Added |
| Credit Agricole S A | 5,042 | $316.0K | 0.00% | +5,000+11,904.8% | Added |
| Davis Capital Management | 5,093 | $317.3K | 0.28% | +5,093 | New |
| Avantax Advisory Services, Inc. | 5,168 | $323.9K | 0.00% | +5,168 | New |
| Valley National Advisers Inc | 5,252 | $329.0K | 0.05% | +119+2.3% | Added |
| Carmignac Gestion | 5,253 | $329.2K | 0.01% | −13,438−71.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,282 | $331.0K | 0.01% | +22+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 5,347 | $335.1K | 0.01% | +5,347 | New |
| Qtron Investments LLC | 5,382 | $337.3K | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 5,400 | $338.4K | 0.00% | +2,200+68.8% | Added |
| Abn Amro Investment Solutions | 5,459 | $342.1K | 0.01% | −1,522−21.8% | Reduced |
| National Bank of Canada | 5,642 | $351.4K | 0.00% | +130+2.4% | Added |
| O'Brien Greene & Co. Inc | 5,614 | $351.8K | 0.11% | −95,304−94.4% | Reduced |
| LRI Investments, LLC | 5,659 | $354.6K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,784 | $362.5K | 0.15% | +1,492+34.8% | Added |
| Independent Financial Group, LLC | 5,900 | $369.8K | 0.01% | +5,900 | New |
| New World Advisors LLC | 5,950 | $372.9K | 0.10% | −200−3.3% | Reduced |
| Resources Investment Advisors, LLC. | 5,978 | $374.6K | 0.00% | +837+16.3% | Added |
| Tokio Marine Asset Management Co Ltd | 6,015 | $377.0K | 0.02% | −1,643−21.5% | Reduced |
| Ci Investments Inc. | 6,040 | $379.0K | 0.00% | −315−5.0% | Reduced |
| RSM US Wealth Management LLC | 6,280 | $391.5K | 0.01% | +6,280 | New |
| SkyView Investment Advisors, LLC | 6,263 | $393.0K | 0.07% | +546+9.6% | Added |
| Trust Co of Vermont | 6,321 | $396.1K | 0.02% | −1,231−16.3% | Reduced |