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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 4,927 | $308.8K | 0.00% | +104+2.2% | Added |
| ASB Consultores, LLC | 4,900 | $307.1K | 0.11% | −31−0.6% | Reduced |
| 9258 Wealth Management, LLC | 4,884 | $306.1K | 0.05% | +5+0.1% | Added |
| AJOVista, LLC | 4,574 | $286.7K | 0.83% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,523 | $280.4K | 0.00% | +630+16.2% | Added |
| Evercore Wealth Management, LLC | 4,460 | $279.5K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,383 | $274.7K | 0.01% | +4,383 | New |
| PEAK6 Investments LLC | 4,355 | $272.9K | 0.01% | −6,364−59.4% | Reduced |
| Ironwood Investment Counsel, LLC | 4,339 | $271.9K | 0.05% | −167−3.7% | Reduced |
| Yousif Capital Management, LLC | 4,335 | $271.7K | 0.00% | −142−3.2% | Reduced |
| Golden State Equity Partners | 4,258 | $266.8K | 0.06% | +4,258 | New |
| CWM Advisors, LLC | 4,223 | $264.7K | 0.03% | −2,636−38.4% | Reduced |
| AlphaCore Capital LLC | 4,217 | $264.3K | 0.06% | +4,217 | New |
| Pallas Capital Advisors LLC | 3,908 | $264.3K | 0.01% | +3,908 | New |
| Gsa Capital Partners LLP | 4,153 | $260.0K | 0.02% | +4,153 | New |
| Verition Fund Management LLC | 4,091 | $256.4K | 0.00% | −1,225−23.0% | Reduced |
| Mutual Advisors, LLC | 3,396 | $250.1K | 0.01% | +3,396 | New |
| MetLife Investment Management | 3,849 | $241.2K | 0.00% | −390−9.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,813 | $238.9K | 0.01% | +3,813 | New |
| Stonegate Investment Group, LLC | 3,798 | $238.0K | 0.01% | +3,798 | New |
| O'Shaughnessy Asset Management, LLC | 3,782 | $237.0K | 0.00% | +3,782 | New |
| 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 |
| Lake Street Advisors Group, LLC | 3,724 | $233.4K | 0.01% | −29−0.8% | Reduced |
| Vestcor Inc | 3,696 | $232.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,699 | $231.8K | 0.00% | +3,699 | New |
| Motley Fool Asset Management LLC | 3,695 | $230.2K | 0.02% | −151−3.9% | Reduced |
| New York Life Investment Management LLC | 3,634 | $227.7K | 0.00% | −381−9.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,610 | $226.2K | 0.21% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,606 | $226.0K | 0.01% | +3,606 | New |
| Sheets Smith Wealth Management | 3,600 | $225.6K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,584 | $224.6K | 0.00% | −341−8.7% | Reduced |
| Copeland Capital Management, LLC | 3,560 | $223.1K | 0.00% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,452 | $216.3K | 0.04% | −14,440−80.7% | Reduced |
| Meixler Investment Management, Ltd. | 3,450 | $216.2K | 0.17% | −457−11.7% | Reduced |
| Commerce Bank | 3,440 | $215.6K | 0.00% | +3,440 | New |
| Jones Financial Companies LLLP | 3,432 | $215.1K | 0.00% | +2,263+193.6% | Added |
| Summit X, LLC | 3,290 | $213.8K | 0.05% | +3,290 | New |
| Transcend Wealth Collective, LLC | 3,371 | $211.3K | 0.02% | −300−8.2% | Reduced |
| Park Avenue Securities LLC | 3,353 | $210.0K | 0.00% | −642−16.1% | Reduced |
| Signaturefd, LLC | 3,323 | $208.2K | 0.00% | −305−8.4% | Reduced |
| Wealth Alliance | 3,237 | $202.8K | 0.03% | −21−0.6% | Reduced |
| Claret Asset Management Corp | 3,219 | $202.0K | 0.04% | +3,219 | New |
| Rehmann Capital Advisory Group | 3,210 | $201.2K | 0.01% | +3,210 | New |
| Wolverine Asset Management LLC | 3,190 | $199.9K | 0.00% | −14,400−81.9% | Reduced |
| Rakuten Investment Management, Inc. | 3,060 | $190.3K | 0.00% | +1,132+58.7% | Added |
| Ostrum Asset Management | 2,648 | $165.9K | 0.01% | −207−7.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,237 | $140.1K | 0.00% | +1,657+285.7% | Added |
| Covestor Ltd | 2,050 | $129.0K | 0.08% | +506+32.8% | Added |
| Tower Research Capital LLC (TRC) | 2,053 | $128.7K | 0.00% | −11,635−85.0% | Reduced |
| Tortoise Investment Management, LLC | 2,000 | $125.3K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,976 | $123.8K | 0.04% | +303+18.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,947 | $122.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 1,900 | $119.1K | 0.01% | −2,100−52.5% | Reduced |
| Westpac Banking Corp | 1,761 | $110.4K | 0.01% | +1,023+138.6% | Added |
| Quadrant Capital Group LLC | 1,734 | $108.7K | 0.01% | −201−10.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,457 | $106.3K | 0.01% | +9+0.6% | Added |
| Proequities, Inc. | 1,689 | $105.8K | 0.01% | +323+23.6% | Added |
| Quest Partners LLC | 1,677 | $105.1K | 0.01% | −33,861−95.3% | Reduced |
| Corebridge Financial, Inc. | 1,651 | $103.5K | 0.00% | +1,651 | New |
| Motco | 1,355 | $84.9K | 0.01% | −804−37.2% | Reduced |
| Allworth Financial LP | 1,267 | $84.3K | 0.00% | +369+41.1% | Added |
| Quantbot Technologies LP | 1,342 | $84.1K | 0.00% | +1,342 | New |
| Anchor Investment Management, LLC | 1,298 | $81.3K | 0.01% | −75−5.5% | Reduced |
| GAMMA Investing LLC | 1,273 | $79.8K | 0.01% | −605−32.2% | Reduced |
| First Horizon Advisors, Inc. | 1,036 | $64.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,002 | $63.0K | 0.00% | +4+0.4% | Added |
| Fortis Group Advisors, LLC | 1,000 | $62.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 980 | $61.0K | 0.00% | +980 | New |
| LGT Financial Advisors LLC | 971 | $60.9K | 0.13% | −1,356−58.3% | Reduced |
| Farther Finance Advisors, LLC | 934 | $58.2K | 0.00% | −159−14.5% | Reduced |
| Walleye Trading LLC | 913 | $57.2K | 0.00% | −11,937−92.9% | Reduced |
| Central Pacific Bank - Trust Division | 880 | $55.1K | 0.01% | −298−25.3% | Reduced |
| Global Retirement Partners, LLC | 803 | $50.3K | 0.00% | +267+49.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 771 | $48.3K | 0.01% | −184−19.3% | Reduced |
| 1620 Investment Advisors, Inc. | 742 | $46.5K | 0.04% | +742 | New |
| Versant Capital Management, Inc | 704 | $44.1K | 0.01% | +693+6,300.0% | Added |
| Benjamin Edwards Inc | 675 | $42.0K | 0.01% | +204+43.3% | Added |
| Strengthening Families & Communities, LLC | 675 | $42.0K | 0.01% | +675 | New |
| Steward Partners Investment Advisory, LLC | 659 | $41.3K | 0.00% | −36−5.2% | Reduced |
| Venturi Wealth Management, LLC | 643 | $40.3K | 0.00% | +440+216.7% | Added |
| Financial Avengers, Inc. | 637 | $39.9K | 0.02% | +134+26.6% | Added |
| Principal Securities, Inc. | 592 | $37.1K | 0.00% | −184−23.7% | Reduced |
| Caldwell Trust Co | 576 | $36.1K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 570 | $35.7K | 0.02% | +570 | New |
| Leonteq Securities AG | 560 | $35.1K | 0.00% | −470−45.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 560 | $35.1K | 0.00% | +560 | New |
| Bellevue Asset Management, LLC | 532 | $33.4K | 0.02% | +1+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 498 | $31.2K | 0.00% | +114+29.7% | Added |
| IFP Advisors, Inc | 421 | $26.4K | 0.00% | +6+1.4% | Added |
| Global X Japan Co., Ltd. | 413 | $25.9K | 0.00% | −108−20.7% | Reduced |
| Spire Wealth Management | 409 | $25.6K | 0.00% | +352+617.5% | Added |
| RFP Financial Group LLC | 408 | $25.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 408 | $25.6K | 0.00% | +16+4.1% | Added |
| Innealta Capital, LLC | 408 | $25.6K | 0.01% | +408 | New |
| Huntington National Bank | 377 | $23.6K | 0.00% | −6−1.6% | Reduced |
| Bessemer Group Inc | 366 | $23.0K | 0.00% | +85+30.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 338 | $21.0K | 0.00% | +338 | New |
| Salem Investment Counselors Inc | 310 | $19.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 300 | $19.3K | 0.00% | +219+270.4% | Added |