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 |
|---|---|---|---|---|---|
| Man Group plc | 13,383 | $838.7K | 0.00% | −18,064−57.4% | Reduced |
| Cyrus J. Lawrence, LLC | 13,272 | $831.0K | 0.17% | 00.0% | Unchanged |
| JustInvest LLC | 13,175 | $825.7K | 0.02% | +1,260+10.6% | Added |
| Legacy Wealth Asset Management, LLC | 12,960 | $812.2K | 0.23% | +682+5.6% | Added |
| Acadian Asset Management LLC | 12,962 | $811.0K | 0.00% | +12,962 | New |
| HighTower Advisors, LLC | 12,898 | $810.0K | 0.00% | +991+8.3% | Added |
| First National Bank of Hutchinson | 12,630 | $791.5K | 0.51% | +697+5.8% | Added |
| Pinebridge Investments, L.P. | 12,364 | $774.9K | 0.01% | +3,022+32.3% | Added |
| Auxano Advisors, LLC | 12,190 | $764.0K | 0.21% | +11+0.1% | Added |
| Roberts Capital Advisors, LLC | 11,759 | $756.9K | 0.73% | 00.0% | Unchanged |
| CIBC World Markets Corp | 11,996 | $751.8K | 0.00% | +2,876+31.5% | Added |
| Pensionmark Financial Group, LLC | 11,910 | $746.4K | 0.05% | −361−2.9% | Reduced |
| Groesbeck Investment Management Corp | 11,873 | $744.0K | 1.03% | −4,500−27.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,865 | $743.6K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 11,774 | $738.0K | 0.01% | −454−3.7% | Reduced |
| Curated Wealth Partners LLC | 11,660 | $730.7K | 0.10% | +11,660 | New |
| Foster & Motley Inc | 11,559 | $724.0K | 0.05% | −176−1.5% | Reduced |
| Petrus Trust Company, LTA | 11,306 | $708.5K | 0.07% | +1,464+14.9% | Added |
| Wealthfront Advisers LLC | 11,149 | $698.7K | 0.00% | +1,926+20.9% | Added |
| Clearstead Advisors, LLC | 10,964 | $687.1K | 0.01% | +926+9.2% | Added |
| Bank of Nova Scotia | 10,864 | $680.8K | 0.00% | +32+0.3% | Added |
| Sciencast Management LP | 10,775 | $675.3K | 0.24% | +10,775 | New |
| Gilder Gagnon Howe & Co LLC | 10,518 | $659.2K | 0.01% | −38,862−78.7% | Reduced |
| Cubist Systematic Strategies, LLC | 10,225 | $640.8K | 0.01% | +6,624+183.9% | Added |
| AlphaMark Advisors, LLC | 9,730 | $610.0K | 0.21% | +20+0.2% | Added |
| MML Investors Services, LLC | 9,694 | $608.0K | 0.00% | −601−5.8% | Reduced |
| Affinity Investment Advisors, LLC | 9,514 | $596.2K | 0.45% | +9,514 | New |
| Kestra Private Wealth Services, LLC | 9,514 | $596.2K | 0.01% | −175−1.8% | Reduced |
| Oppenheimer & Co Inc | 9,465 | $593.2K | 0.01% | +3,800+67.1% | Added |
| Hillsdale Investment Management Inc. | 9,430 | $591.0K | 0.05% | +9,430 | New |
| Campbell & CO Investment Adviser LLC | 9,089 | $569.6K | 0.05% | +1,237+15.8% | Added |
| EntryPoint Capital, LLC | 8,971 | $562.2K | 0.26% | +5,254+141.4% | Added |
| Moody Lynn & Lieberson, LLC | 8,965 | $561.8K | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,893 | $557.3K | 0.11% | +8,893 | New |
| CI Private Wealth, LLC | 8,774 | $549.9K | 0.00% | +1,291+17.3% | Added |
| Marshall Wace, LLP | 8,741 | $547.8K | 0.00% | +2,618+42.8% | Added |
| Advisor Group Holdings, Inc. | 8,692 | $544.9K | 0.00% | +4,343+99.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,615 | $539.9K | 0.00% | −290−3.3% | Reduced |
| Prudent Man Advisors, LLC | 8,572 | $537.2K | 0.19% | +386+4.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,603 | $535.4K | 0.00% | −458,496−98.2% | Reduced |
| M&T Bank Corp | 8,466 | $530.8K | 0.00% | −226−2.6% | Reduced |
| CIBC Asset Management Inc | 8,308 | $520.7K | 0.00% | +1,153+16.1% | Added |
| Schechter Investment Advisors, LLC | 8,297 | $520.0K | 0.04% | −90−1.1% | Reduced |
| Aviva PLC | 8,267 | $518.1K | 0.00% | −20−0.2% | Reduced |
| Graypoint LLC | 8,239 | $516.3K | 0.04% | +9+0.1% | Added |
| Creative Planning | 8,131 | $509.6K | 0.00% | +735+9.9% | Added |
| QRG Capital Management, Inc. | 8,045 | $504.2K | 0.01% | −151−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 8,003 | $501.6K | 0.00% | −585−6.8% | 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 |
| Commonwealth Equity Services, LLC | 7,742 | $485.0K | 0.00% | −697−8.3% | Reduced |
| Omers Administration Corp | 7,730 | $484.4K | 0.00% | +7,730 | New |
| SRS Capital Advisors, Inc. | 7,689 | $481.9K | 0.05% | +96+1.3% | Added |
| Intech Investment Management LLC | 7,656 | $479.8K | 0.01% | +3,860+101.7% | Added |
| Perritt Capital Management Inc | 7,565 | $474.1K | 0.26% | +7,565 | New |
| State of Michigan Retirement System | 7,470 | $468.1K | 0.00% | −500−6.3% | Reduced |
| Baird Financial Group, Inc. | 7,434 | $465.9K | 0.00% | +612+9.0% | Added |
| Chicago Trust Co NA | 7,425 | $465.3K | 0.09% | −1,331−15.2% | Reduced |
| Carret Asset Management, LLC | 7,370 | $461.9K | 0.05% | +300+4.2% | Added |
| Kestra Advisory Services, LLC | 7,353 | $460.8K | 0.00% | +342+4.9% | Added |
| Banco Santander, S.A. | 7,225 | $452.8K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,217 | $452.3K | 0.00% | +583+8.8% | Added |
| Wetherby Asset Management Inc | 7,149 | $448.0K | 0.02% | +787+12.4% | Added |
| Summit Trail Advisors, LLC | 7,112 | $445.7K | 0.01% | +203+2.9% | Added |
| Dynamic Advisor Solutions LLC | 7,045 | $441.5K | 0.01% | +279+4.1% | Added |
| Integrated Wealth Concepts LLC | 6,922 | $433.8K | 0.01% | +440+6.8% | Added |
| Tectonic Advisors LLC | 6,866 | $430.3K | 0.03% | +629+10.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $424.4K | 0.00% | +137+2.1% | Added |
| State of Wyoming | 6,766 | $424.0K | 0.07% | +1,436+26.9% | Added |
| Snowden Capital Advisors LLC | 6,538 | $409.7K | 0.01% | +176+2.8% | Added |
| Umb Bank N A | 6,500 | $407.4K | 0.01% | −99−1.5% | Reduced |
| Nicolet Bankshares Inc | 6,470 | $405.5K | 0.10% | −340−5.0% | Reduced |
| First Hawaiian Bank | 6,431 | $403.0K | 0.01% | −177−2.7% | Reduced |
| Wellington Management Group LLP | 6,429 | $402.9K | 0.00% | +319+5.2% | Added |
| Legacy Capital Wealth Partners, LLC | 6,396 | $400.8K | 0.10% | +6,396 | New |
| Envestnet Portfolio Solutions, Inc. | 6,393 | $400.7K | 0.00% | −3,182−33.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,326 | $396.4K | 0.00% | +2,453+63.3% | Added |
| Trust Co of Vermont | 6,321 | $396.1K | 0.02% | −1,231−16.3% | Reduced |
| SkyView Investment Advisors, LLC | 6,263 | $393.0K | 0.07% | +546+9.6% | Added |
| RSM US Wealth Management LLC | 6,280 | $391.5K | 0.01% | +6,280 | New |
| Ci Investments Inc. | 6,040 | $379.0K | 0.00% | −315−5.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,015 | $377.0K | 0.02% | −1,643−21.5% | Reduced |
| Resources Investment Advisors, LLC. | 5,978 | $374.6K | 0.00% | +837+16.3% | Added |
| New World Advisors LLC | 5,950 | $372.9K | 0.10% | −200−3.3% | Reduced |
| Independent Financial Group, LLC | 5,900 | $369.8K | 0.01% | +5,900 | New |
| Bridgefront Capital, LLC | 5,784 | $362.5K | 0.15% | +1,492+34.8% | Added |
| LRI Investments, LLC | 5,659 | $354.6K | 0.04% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,614 | $351.8K | 0.11% | −95,304−94.4% | Reduced |
| National Bank of Canada | 5,642 | $351.4K | 0.00% | +130+2.4% | Added |
| Abn Amro Investment Solutions | 5,459 | $342.1K | 0.01% | −1,522−21.8% | Reduced |
| UniSuper Management Pty Ltd | 5,400 | $338.4K | 0.00% | +2,200+68.8% | Added |
| Qtron Investments LLC | 5,382 | $337.3K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,347 | $335.1K | 0.01% | +5,347 | New |
| NorthCrest Asset Manangement, LLC | 5,282 | $331.0K | 0.01% | +22+0.4% | Added |
| Carmignac Gestion | 5,253 | $329.2K | 0.01% | −13,438−71.9% | Reduced |
| Valley National Advisers Inc | 5,252 | $329.0K | 0.05% | +119+2.3% | Added |
| Avantax Advisory Services, Inc. | 5,168 | $323.9K | 0.00% | +5,168 | New |
| Davis Capital Management | 5,093 | $317.3K | 0.28% | +5,093 | New |
| Credit Agricole S A | 5,042 | $316.0K | 0.00% | +5,000+11,904.8% | Added |
| Investment Management Corp of Ontario | 4,975 | $311.8K | 0.01% | +1,400+39.2% | Added |