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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 6,326 | $396.4K | 0.00% | +2,453+63.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,393 | $400.7K | 0.00% | −3,182−33.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,396 | $400.8K | 0.10% | +6,396 | New |
| Wellington Management Group LLP | 6,429 | $402.9K | 0.00% | +319+5.2% | Added |
| First Hawaiian Bank | 6,431 | $403.0K | 0.01% | −177−2.7% | Reduced |
| Nicolet Bankshares Inc | 6,470 | $405.5K | 0.10% | −340−5.0% | Reduced |
| Umb Bank N A | 6,500 | $407.4K | 0.01% | −99−1.5% | Reduced |
| Snowden Capital Advisors LLC | 6,538 | $409.7K | 0.01% | +176+2.8% | Added |
| State of Wyoming | 6,766 | $424.0K | 0.07% | +1,436+26.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $424.4K | 0.00% | +137+2.1% | Added |
| Tectonic Advisors LLC | 6,866 | $430.3K | 0.03% | +629+10.1% | Added |
| Integrated Wealth Concepts LLC | 6,922 | $433.8K | 0.01% | +440+6.8% | Added |
| Dynamic Advisor Solutions LLC | 7,045 | $441.5K | 0.01% | +279+4.1% | Added |
| Summit Trail Advisors, LLC | 7,112 | $445.7K | 0.01% | +203+2.9% | Added |
| Wetherby Asset Management Inc | 7,149 | $448.0K | 0.02% | +787+12.4% | Added |
| Captrust Financial Advisors | 7,217 | $452.3K | 0.00% | +583+8.8% | Added |
| Banco Santander, S.A. | 7,225 | $452.8K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,353 | $460.8K | 0.00% | +342+4.9% | Added |
| Carret Asset Management, LLC | 7,370 | $461.9K | 0.05% | +300+4.2% | Added |
| Chicago Trust Co NA | 7,425 | $465.3K | 0.09% | −1,331−15.2% | Reduced |
| Baird Financial Group, Inc. | 7,434 | $465.9K | 0.00% | +612+9.0% | Added |
| State of Michigan Retirement System | 7,470 | $468.1K | 0.00% | −500−6.3% | Reduced |
| Perritt Capital Management Inc | 7,565 | $474.1K | 0.26% | +7,565 | New |
| Intech Investment Management LLC | 7,656 | $479.8K | 0.01% | +3,860+101.7% | Added |
| SRS Capital Advisors, Inc. | 7,689 | $481.9K | 0.05% | +96+1.3% | Added |
| Omers Administration Corp | 7,730 | $484.4K | 0.00% | +7,730 | New |
| Commonwealth Equity Services, LLC | 7,742 | $485.0K | 0.00% | −697−8.3% | Reduced |
| CIBC World Markets Inc. | 7,787 | $488.0K | 0.00% | −1,634−17.3% | Reduced |
| CWM, LLC | 7,792 | $488.0K | 0.00% | +4,406+130.1% | Added |
| United Capital Financial Advisers, LLC | 8,003 | $501.6K | 0.00% | −585−6.8% | Reduced |
| QRG Capital Management, Inc. | 8,045 | $504.2K | 0.01% | −151−1.8% | Reduced |
| Creative Planning | 8,131 | $509.6K | 0.00% | +735+9.9% | Added |
| Graypoint LLC | 8,239 | $516.3K | 0.04% | +9+0.1% | Added |
| Aviva PLC | 8,267 | $518.1K | 0.00% | −20−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 8,297 | $520.0K | 0.04% | −90−1.1% | Reduced |
| CIBC Asset Management Inc | 8,308 | $520.7K | 0.00% | +1,153+16.1% | Added |
| M&T Bank Corp | 8,466 | $530.8K | 0.00% | −226−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,603 | $535.4K | 0.00% | −458,496−98.2% | Reduced |
| Prudent Man Advisors, LLC | 8,572 | $537.2K | 0.19% | +386+4.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,615 | $539.9K | 0.00% | −290−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 8,692 | $544.9K | 0.00% | +4,343+99.9% | Added |
| Marshall Wace, LLP | 8,741 | $547.8K | 0.00% | +2,618+42.8% | Added |
| CI Private Wealth, LLC | 8,774 | $549.9K | 0.00% | +1,291+17.3% | Added |
| Aigen Investment Management, LP | 8,893 | $557.3K | 0.11% | +8,893 | New |
| Moody Lynn & Lieberson, LLC | 8,965 | $561.8K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 8,971 | $562.2K | 0.26% | +5,254+141.4% | Added |
| Campbell & CO Investment Adviser LLC | 9,089 | $569.6K | 0.05% | +1,237+15.8% | Added |
| Hillsdale Investment Management Inc. | 9,430 | $591.0K | 0.05% | +9,430 | New |
| Oppenheimer & Co Inc | 9,465 | $593.2K | 0.01% | +3,800+67.1% | Added |
| Kestra Private Wealth Services, LLC | 9,514 | $596.2K | 0.01% | −175−1.8% | Reduced |
| Affinity Investment Advisors, LLC | 9,514 | $596.2K | 0.45% | +9,514 | New |
| MML Investors Services, LLC | 9,694 | $608.0K | 0.00% | −601−5.8% | Reduced |
| AlphaMark Advisors, LLC | 9,730 | $610.0K | 0.21% | +20+0.2% | Added |
| Cubist Systematic Strategies, LLC | 10,225 | $640.8K | 0.01% | +6,624+183.9% | Added |
| Gilder Gagnon Howe & Co LLC | 10,518 | $659.2K | 0.01% | −38,862−78.7% | Reduced |
| Sciencast Management LP | 10,775 | $675.3K | 0.24% | +10,775 | New |
| Bank of Nova Scotia | 10,864 | $680.8K | 0.00% | +32+0.3% | Added |
| Clearstead Advisors, LLC | 10,964 | $687.1K | 0.01% | +926+9.2% | Added |
| Wealthfront Advisers LLC | 11,149 | $698.7K | 0.00% | +1,926+20.9% | Added |
| Petrus Trust Company, LTA | 11,306 | $708.5K | 0.07% | +1,464+14.9% | Added |
| Foster & Motley Inc | 11,559 | $724.0K | 0.05% | −176−1.5% | Reduced |
| Curated Wealth Partners LLC | 11,660 | $730.7K | 0.10% | +11,660 | New |
| Amalgamated Bank | 11,774 | $738.0K | 0.01% | −454−3.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,865 | $743.6K | 0.01% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 11,873 | $744.0K | 1.03% | −4,500−27.5% | Reduced |
| Pensionmark Financial Group, LLC | 11,910 | $746.4K | 0.05% | −361−2.9% | Reduced |
| CIBC World Markets Corp | 11,996 | $751.8K | 0.00% | +2,876+31.5% | Added |
| Roberts Capital Advisors, LLC | 11,759 | $756.9K | 0.73% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 12,190 | $764.0K | 0.21% | +11+0.1% | Added |
| Pinebridge Investments, L.P. | 12,364 | $774.9K | 0.01% | +3,022+32.3% | Added |
| First National Bank of Hutchinson | 12,630 | $791.5K | 0.51% | +697+5.8% | Added |
| HighTower Advisors, LLC | 12,898 | $810.0K | 0.00% | +991+8.3% | Added |
| Acadian Asset Management LLC | 12,962 | $811.0K | 0.00% | +12,962 | New |
| Legacy Wealth Asset Management, LLC | 12,960 | $812.2K | 0.23% | +682+5.6% | Added |
| JustInvest LLC | 13,175 | $825.7K | 0.02% | +1,260+10.6% | Added |
| Cyrus J. Lawrence, LLC | 13,272 | $831.0K | 0.17% | 00.0% | Unchanged |
| Man Group plc | 13,383 | $838.7K | 0.00% | −18,064−57.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,773 | $863.2K | 0.05% | +8,687+170.8% | Added |
| Inlet Private Wealth, LLC | 14,125 | $885.2K | 0.24% | −50−0.4% | Reduced |
| Regions Financial Corp | 14,139 | $886.1K | 0.01% | −674−4.6% | Reduced |
| Atria Investments LLC | 14,237 | $892.2K | 0.01% | +14,237 | New |
| Walter & Keenan Financial Consulting Co | 15,000 | $940.0K | 0.30% | +15,000 | New |
| Kensington Investment Counsel, LLC | 15,195 | $952.3K | 0.42% | −588−3.7% | Reduced |
| Axq Capital, LP | 15,736 | $986.2K | 0.23% | +7,936+101.7% | Added |
| Principal Financial Group Inc | 15,991 | $1.00M | 0.00% | −2,431−13.2% | Reduced |
| CastleKnight Management LP | 16,000 | $1.00M | 0.13% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,090 | $1.01M | 0.00% | −468−2.8% | Reduced |
| American Century Companies Inc | 16,245 | $1.02M | 0.00% | +1,460+9.9% | Added |
| MBB Public Markets I LLC | 16,400 | $1.03M | 0.02% | +16,400 | New |
| Maryland State Retirement & Pension System | 16,587 | $1.04M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 16,842 | $1.06M | 0.00% | −2,522−13.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,954 | $1.06M | 0.02% | +136+0.8% | Added |
| Byrne Asset Management LLC | – | $1.07M | 0.76% | – | – |
| Jump Financial, LLC | 17,230 | $1.08M | 0.02% | +17,230 | New |
| Plato Investment Management Ltd | 17,323 | $1.09M | 0.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 17,515 | $1.10M | 0.01% | +1,007+6.1% | Added |
| Xponance, Inc. | 18,299 | $1.15M | 0.01% | −50−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 18,374 | $1.15M | 0.03% | −340−1.8% | Reduced |
| Mercer Global Advisors Inc | 18,470 | $1.16M | 0.00% | +238+1.3% | Added |
| Cornercap Investment Counsel Inc | 18,800 | $1.18M | 0.19% | +18,800 | New |