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 |
|---|---|---|---|---|---|
| Tobam | 291 | $18.0K | 0.00% | −689−70.3% | Reduced |
| Quent Capital, LLC | 275 | $17.2K | 0.00% | −121−30.6% | Reduced |
| Eagle Bay Advisors LLC | 259 | $16.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 245 | $15.4K | 0.00% | +113+85.6% | Added |
| Smartleaf Asset Management LLC | 241 | $15.0K | 0.00% | −128−34.7% | Reduced |
| JFS Wealth Advisors, LLC | 237 | $14.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 220 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 216 | $13.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 212 | $13.0K | 0.00% | +52+32.5% | Added |
| WR Wealth Planners, LLC | 204 | $12.8K | 0.00% | +27+15.3% | Added |
| Carolinas Wealth Consulting LLC | 190 | $11.9K | 0.00% | +1+0.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 162 | $10.2K | 0.00% | +162 | New |
| Colonial Trust Co | 163 | $10.1K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 160 | $10.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 158 | $9.90K | 0.00% | +148+1,480.0% | Added |
| 1832 Asset Management L.P. | 153 | $9.59K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 145 | $9.09K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 144 | $9.02K | 0.00% | +34+30.9% | Added |
| West Branch Capital LLC | 140 | $8.77K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 132 | $8.27K | 0.00% | −294−69.0% | Reduced |
| CVA Family Office, LLC | 129 | $8.08K | 0.00% | +8+6.6% | Added |
| NBC Securities, Inc. | 112 | $7.00K | 0.00% | −22−16.4% | Reduced |
| Beacon Capital Management, LLC | 100 | $6.29K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $6.27K | 0.00% | +100 | New |
| St Germain D J Co Inc | 99 | $6.20K | 0.00% | −314−76.0% | Reduced |
| Mather Group, LLC. | 96 | $6.18K | 0.00% | +28+41.2% | Added |
| Frazier Financial Advisors, LLC | 91 | $5.70K | 0.00% | −79−46.5% | Reduced |
| Red Tortoise LLC | 87 | $5.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $5.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ossiam | 78 | $4.89K | 0.00% | +78 | New |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $4.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $4.26K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 67 | $4.21K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 65 | $4.07K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 59 | $3.70K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $3.13K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $3.13K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 48 | $3.01K | 0.00% | +48 | New |
| ZRC Wealth Management, LLC | 48 | $3.01K | 0.00% | +48 | New |
| Coston, McIsaac & Partners | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 43 | $2.69K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 43 | $2.69K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 42 | $2.63K | 0.00% | −331−88.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 38 | $2.38K | 0.00% | +7+22.6% | Added |
| Carmichael Hill & Associates, Inc. | 37 | $2.32K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 35 | $2.19K | 0.00% | +30+600.0% | Added |
| TD Waterhouse Canada Inc. | 35 | $2.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.01K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.94K | 0.00% | −165−84.2% | Reduced |
| International Assets Investment Management, LLC | 30 | $1.88K | 0.00% | +30 | New |
| FinTrust Capital Advisors, LLC | 24 | $1.50K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 23 | $1.44K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $1.18K | 0.00% | +16 | New |
| True Wealth Design, LLC | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Opal Wealth Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 28 | $1.00K | 0.00% | +19+211.1% | Added |
| Toth Financial Advisory Corp | 15 | $941 | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 15 | $940 | 0.00% | +5+50.0% | Added |
| CoreCap Advisors, LLC | 14 | $877 | 0.00% | +14 | New |
| Manchester Capital Management LLC | 11 | $690 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $627 | 0.00% | +8+400.0% | Added |
| Kimelman & Baird, LLC | 9 | $565 | 0.00% | +9 | New |
| Key Financial Inc | 9 | $564 | 0.00% | +9 | New |
| VisionPoint Advisory Group, LLC | 6 | $376 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5 | $322 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $313 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $313 | 0.00% | +5 | New |
| New Millennium Group LLC | 2 | $146 | 0.00% | −9,712−100.0% | Reduced |
| JJJ Advisors Inc. | 2 | $126 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $126 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $125 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Junto Capital Management LP | 0 | $0 | 0.00% | −662,921−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −235,910−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −225,310−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −137,969−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −130,911−100.0% | Sold out |
| Broad Run Investment Management, LLC | 0 | $0 | 0.00% | −104,689−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −96,722−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −95,495−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −83,619−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −59,931−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −51,070−100.0% | Sold out |
| Hudson Value Partners, LLC | 0 | $0 | 0.00% | −39,056−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −35,587−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −32,130−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −25,798−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −22,159−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,574−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −14,943−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −14,455−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −13,291−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −12,133−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,895−100.0% | Sold out |