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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, Q3 2024

Institutional positions in SS&C Technologies Holdings Inc as of Sep 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
664
+92 vs. Q2 2024
Shares held
204.8M
+26.5M (+14.9%) vs. Q2 2024
Total value
$15.2B
+$4.03B (+36.0%) vs. Q2 2024
New holders
120
259 more added
Sold out
28
201 more reduced

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 664 institutions
Q1 2021: 487 institutionsQ2 2021: 483 institutionsQ3 2021: 507 institutionsQ4 2021: 541 institutionsQ1 2022: 565 institutionsQ2 2022: 559 institutionsQ3 2022: 537 institutionsQ4 2022: 535 institutionsQ1 2023: 534 institutionsQ2 2023: 529 institutionsQ3 2023: 531 institutionsQ4 2023: 562 institutionsQ1 2024: 573 institutionsQ2 2024: 577 institutionsQ3 2024: 664 institutionsQ4 2024: 649 institutionsQ1 2025: 718 institutionsQ2 2025: 693 institutionsQ3 2025: 722 institutionsQ4 2025: 758 institutionsQ1 2026: 721 institutionsQ2 2026: 727 institutions
Value heldQ3 2024: $15.2B
Q1 2021: $14.6BQ2 2021: $15.2BQ3 2021: $14.5BQ4 2021: $17.5BQ1 2022: $16.1BQ2 2022: $12.5BQ3 2022: $10.2BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $12.6BQ3 2023: $10.9BQ4 2023: $12.6BQ1 2024: $13.2BQ2 2024: $12.8BQ3 2024: $15.2BQ4 2024: $15.7BQ1 2025: $17.1BQ2 2025: $17.1BQ3 2025: $18.0BQ4 2025: $18.1BQ1 2026: $13.6BQ2 2026: $12.6B
Institutions holding SSNC and their total value by quarter
QuarterHoldersValue
Q2 2026727$12.6B
Q1 2026721$13.6B
Q4 2025758$18.1B
Q3 2025722$18.0B
Q2 2025693$17.1B
Q1 2025718$17.1B
Q4 2024649$15.7B
Q3 2024664$15.2B
Q2 2024577$12.8B
Q1 2024573$13.2B
Q4 2023562$12.6B
Q3 2023531$10.9B
Q2 2023529$12.6B
Q1 2023534$11.9B
Q4 2022535$10.9B
Q3 2022537$10.2B
Q2 2022559$12.5B
Q1 2022565$16.1B
Q4 2021541$17.5B
Q3 2021507$14.5B
Q2 2021483$15.2B
Q1 2021487$14.6B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q2 2024.

Institutions holding SSNC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Migdal Insurance & Financial Holdings Ltd.6$00.00%−332−98.2%Reduced
Clear Street Markets LLC1$00.00%+1New
Dogwood Wealth Management LLC0$20.00%0Unchanged
Federated Hermes, Inc.1$740.00%+1New
TFC Financial Management1$750.00%00.0%Unchanged
Rakuten Securities, Inc.2$1480.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1490.00%00.0%Unchanged
Mendota Financial Group, LLC2$1490.00%+2New
New Millennium Group LLC3$1640.00%+1+50.0%Added
Raleigh Capital Management Inc.5$3710.00%00.0%Unchanged
Legacy Investment Solutions, LLC7$5240.00%+7New
Legacy Wealth Managment, LLC7$5240.00%+7New
Group One Trading, L.P.8$5940.00%+8New
Kimelman & Baird, LLC9$6680.00%00.0%Unchanged
MV Capital Management, Inc.10$7430.00%00.0%Unchanged
Manchester Capital Management LLC11$8170.00%00.0%Unchanged
Claris Advisors, LLC12$8910.00%+12New
Avion Wealth19$1.00K0.00%00.0%Unchanged
Picton Mahoney Asset Management15$1.00K0.00%+15New
Key Financial Inc14$1.04K0.00%+5+55.6%Added
Private Trust Co NA14$1.04K0.00%+14New
Sachetta, LLC16$1.19K0.00%00.0%Unchanged
Hexagon Capital Partners LLC22$1.63K0.00%+22New
Provenance Wealth Advisors, LLC23$1.71K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC24$1.78K0.00%00.0%Unchanged
Abound Wealth Management27$2.00K0.00%+27New
Larson Financial Group LLC29$2.15K0.00%+28+2,800.0%Added
HM Payson & Co29$2.15K0.00%+29New
SJS Investment Consulting Inc.32$2.38K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC34$2.52K0.00%+3+9.7%Added
TD Waterhouse Canada Inc.35$2.57K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.37$2.75K0.00%00.0%Unchanged
AdvisorNet Financial, Inc37$2.75K0.00%+22+146.7%Added
DiNuzzo Private Wealth, Inc.38$2.82K0.00%00.0%Unchanged
Winthrop Capital Management, LLC44$3.00K0.00%00.0%Unchanged
Park Place Capital Corp41$3.04K0.00%+41New
Bartlett & Co. Wealth Management LLC43$3.19K0.00%00.0%Unchanged
Bogart Wealth, LLC48$3.56K0.00%+48New
Glass Jacobson Investment Advisors llc48$3.56K0.00%00.0%Unchanged
Sandy Spring Bank50$3.71K0.00%00.0%Unchanged
Concord Wealth Partners50$3.71K0.00%00.0%Unchanged
Coston, McIsaac & Partners54$4.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co54$4.01K0.00%+54New
Fortitude Family Office, LLC59$4.38K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC60$4.45K0.00%−31−34.1%Reduced
Bruce G. Allen Investments, LLC61$4.53K0.00%−4−6.2%Reduced
Meeder Asset Management Inc62$4.60K0.00%+62New
GWM Advisors LLC67$4.99K0.00%00.0%Unchanged
Private Wealth Management Group, LLC68$5.05K0.00%00.0%Unchanged
Mather Group, LLC.70$5.20K0.00%−26−27.1%Reduced
Continuum Advisory, LLC73$5.42K0.00%+30+69.8%Added
Kayne Anderson Rudnick Investment Management LLC77$5.71K0.00%00.0%Unchanged
CoreCap Advisors, LLC80$5.94K0.00%+66+471.4%Added
Farmers & Merchants Trust Co of Chambersburg PA78$6.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc85$6.31K0.00%00.0%Unchanged
Red Tortoise LLC87$6.46K0.00%00.0%Unchanged
Massmutual Trust Co FSB91$6.75K0.00%−67−42.4%Reduced
Geneos Wealth Management Inc.91$6.75K0.00%+91New
Foster Dykema Cabot & Partners, LLC95$7.05K0.00%+95New
St Germain D J Co Inc99$7.35K0.00%00.0%Unchanged
Beacon Capital Management, LLC101$7.47K0.00%+1+1.0%Added
NBC Securities, Inc.112$8.00K0.00%00.0%Unchanged
Twin Tree Management, LP113$8.39K0.00%+113New
CVA Family Office, LLC121$8.98K0.00%−8−6.2%Reduced
Atwood & Palmer Inc132$9.80K0.00%+132New
Criterion Capital Advisors, LLC160$10.0K0.01%00.0%Unchanged
West Branch Capital LLC142$10.5K0.00%+2+1.4%Added
Hollencrest Capital Management145$10.8K0.00%00.0%Unchanged
Hemington Wealth Management160$11.0K0.00%+160New
Thurston, Springer, Miller, Herd & Titak, Inc.162$12.0K0.00%00.0%Unchanged
Harbour Investments, Inc.162$12.0K0.00%+127+362.9%Added
Colonial Trust Co163$12.0K0.00%00.0%Unchanged
Smithfield Trust Co179$13.0K0.00%+179New
Carolinas Wealth Consulting LLC190$14.1K0.00%00.0%Unchanged
Oarsman Capital, Inc.191$14.2K0.00%+191New
True Wealth Design, LLC209$15.5K0.01%+193+1,206.3%Added
Waldron Private Wealth LLC215$16.0K0.00%+215New
Capital Advisors, Ltd. LLC212$16.0K0.00%00.0%Unchanged
Tucker Asset Management LLC216$16.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC219$16.3K0.00%+75+52.1%Added
WR Wealth Planners, LLC226$16.8K0.00%+22+10.8%Added
M&R Capital Management Inc229$17.0K0.00%+229New
Golden State Equity Partners252$18.7K0.00%−4,006−94.1%Reduced
Eagle Bay Advisors LLC259$19.2K0.01%00.0%Unchanged
Quent Capital, LLC275$20.4K0.00%00.0%Unchanged
Huntington National Bank283$21.0K0.00%−94−24.9%Reduced
Fifth Third Bancorp293$21.7K0.00%+161+122.0%Added
Global X Japan Co., Ltd.297$22.0K0.00%−116−28.1%Reduced
Parkside Financial Bank & Trust301$22.3K0.00%+56+22.9%Added
Salem Investment Counselors Inc310$23.0K0.00%00.0%Unchanged
GeoWealth Management, LLC320$23.7K0.00%+320New
JFS Wealth Advisors, LLC345$25.6K0.00%+108+45.6%Added
International Assets Investment Management, LLC2,226$30.0K0.00%+2,196+7,320.0%Added
Spire Wealth Management409$30.4K0.00%00.0%Unchanged
Lindbrook Capital, LLC410$30.4K0.00%+2+0.5%Added
Coppell Advisory Solutions LLC448$33.1K0.00%+448New
LGT Financial Advisors LLC489$36.3K0.09%−482−49.6%Reduced
Financial Avengers, Inc.503$37.3K0.02%−134−21.0%Reduced
Ransom Advisory, Ltd525$39.0K0.02%−45−7.9%Reduced
Caldwell Trust Co531$39.4K0.00%−45−7.8%Reduced