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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bellevue Asset Management, LLC | 534 | $39.7K | 0.02% | +2+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 591 | $43.9K | 0.00% | +93+18.7% | Added |
| Smartleaf Asset Management LLC | 618 | $45.7K | 0.01% | +377+156.4% | Added |
| Strengthening Families & Communities, LLC | 675 | $50.1K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 677 | $50.2K | 0.04% | −65−8.8% | Reduced |
| Venturi Wealth Management, LLC | 689 | $51.1K | 0.00% | +46+7.2% | Added |
| Versant Capital Management, Inc | 716 | $53.1K | 0.01% | +12+1.7% | Added |
| Westpac Banking Corp | 738 | $54.8K | 0.00% | −1,023−58.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 762 | $56.6K | 0.00% | +103+15.6% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $59.4K | 0.01% | +700+700.0% | Added |
| Central Pacific Bank - Trust Division | 834 | $61.9K | 0.01% | −46−5.2% | Reduced |
| Capital Performance Advisors LLP | 920 | $68.3K | 0.02% | +920 | New |
| Nkcfo LLC | 945 | $70.0K | 0.03% | +945 | New |
| Skopos Labs, Inc. | 985 | $73.1K | 0.02% | +985 | New |
| J.Safra Asset Management Corp | 994 | $73.5K | 0.01% | +994 | New |
| Fortis Group Advisors, LLC | 1,000 | $74.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,005 | $74.6K | 0.00% | +71+7.6% | Added |
| Penserra Capital Management LLC | 1,014 | $75.0K | 0.00% | +12+1.2% | Added |
| First Horizon Advisors, Inc. | 1,075 | $79.8K | 0.00% | +39+3.8% | Added |
| Principal Securities, Inc. | 1,141 | $84.7K | 0.00% | +549+92.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $89.0K | 0.00% | +1,200 | New |
| Global Retirement Partners, LLC | 1,268 | $94.1K | 0.00% | +465+57.9% | Added |
| Allworth Financial LP | 1,273 | $94.5K | 0.00% | +6+0.5% | Added |
| Valley National Advisers Inc | 1,291 | $95.0K | 0.02% | −3,961−75.4% | Reduced |
| Anchor Investment Management, LLC | 1,298 | $96.3K | 0.01% | 00.0% | Unchanged |
| Motco | 1,355 | $100.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,425 | $106.0K | 0.01% | −522−26.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,524 | $113.1K | 0.01% | +67+4.6% | Added |
| Proequities, Inc. | 1,574 | $116.8K | 0.01% | −115−6.8% | Reduced |
| Corebridge Financial, Inc. | 1,600 | $118.7K | 0.00% | −51−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,971 | $123.5K | 0.00% | +1,671+557.0% | Added |
| Hilltop National Bank | 1,835 | $136.2K | 0.04% | −141−7.1% | Reduced |
| Quadrant Capital Group LLC | 1,847 | $137.1K | 0.01% | +113+6.5% | Added |
| Tortoise Investment Management, LLC | 2,000 | $148.4K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,199 | $163.2K | 0.01% | +1,778+422.3% | Added |
| Simplex Trading, LLC | 2,242 | $166.0K | 0.01% | +1,262+128.8% | Added |
| Covestor Ltd | 2,262 | $168.0K | 0.11% | +212+10.3% | Added |
| GAMMA Investing LLC | 2,364 | $175.4K | 0.02% | +1,091+85.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,633 | $195.4K | 0.00% | +396+17.7% | Added |
| Ostrum Asset Management | 2,681 | $199.0K | 0.02% | +33+1.2% | Added |
| Quarry LP | 2,685 | $199.3K | 0.06% | +2,643+6,292.9% | Added |
| Sky Investment Group LLC | 2,700 | $200.4K | 0.04% | +2,700 | New |
| Veriti Management LLC | 2,722 | $202.0K | 0.01% | +2,722 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,758 | $203.0K | 0.11% | +2,758 | New |
| Vident Advisory, LLC | 2,794 | $207.4K | 0.01% | +2,794 | New |
| Metis Global Partners, LLC | 2,825 | $209.6K | 0.01% | +2,825 | New |
| Legacy Capital Group California, Inc. | 2,839 | $210.7K | 0.07% | +2,839 | New |
| Boston Family Office LLC | 2,840 | $211.0K | 0.01% | +2,840 | New |
| Hennion & Walsh Asset Management, Inc. | 2,867 | $212.8K | 0.01% | +2,867 | New |
| Colony Group, LLC | 2,922 | $216.8K | 0.00% | +2,922 | New |
| XTX Topco Ltd | 2,942 | $218.3K | 0.02% | +2,942 | New |
| Concurrent Investment Advisors, LLC | 2,975 | $220.8K | 0.01% | +2,975 | New |
| Advisory Services Network, LLC | 3,584 | $224.6K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,032 | $225.0K | 0.00% | −3,397−52.8% | Reduced |
| Rehmann Capital Advisory Group | 3,054 | $226.6K | 0.01% | −156−4.9% | Reduced |
| Independent Financial Group, LLC | 3,057 | $226.9K | 0.01% | −2,843−48.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,078 | $228.4K | 0.06% | +3,078 | New |
| Foundations Investment Advisors, LLC | 3,078 | $228.4K | 0.00% | +3,078 | New |
| Signaturefd, LLC | 3,094 | $229.6K | 0.00% | −229−6.9% | Reduced |
| Greenland Capital Management LP | 3,136 | $232.7K | 0.04% | −18,629−85.6% | Reduced |
| Wealth Alliance | 3,196 | $237.2K | 0.03% | −41−1.3% | Reduced |
| GTS Securities LLC | 3,204 | $237.8K | 0.00% | +3,204 | New |
| Diversified Trust Co | 3,215 | $238.6K | 0.01% | +3,215 | New |
| Claret Asset Management Corp | 3,236 | $240.0K | 0.04% | +17+0.5% | Added |
| Motley Fool Asset Management LLC | 3,366 | $247.8K | 0.01% | −329−8.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,347 | $248.0K | 0.00% | +3,347 | New |
| Transcend Wealth Collective, LLC | 3,371 | $250.2K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,407 | $252.8K | 0.00% | +3,407 | New |
| Fiduciary Trust Co | 3,419 | $253.7K | 0.00% | +3,419 | New |
| Meixler Investment Management, Ltd. | 3,438 | $255.1K | 0.19% | −12−0.3% | Reduced |
| Commerce Bank | 3,476 | $258.0K | 0.00% | +36+1.0% | Added |
| Landscape Capital Management, L.L.C. | 3,558 | $264.0K | 0.03% | +3,558 | New |
| Copeland Capital Management, LLC | 3,560 | $264.2K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,599 | $267.1K | 0.01% | −125−3.4% | Reduced |
| Sheets Smith Wealth Management | 3,600 | $267.2K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,610 | $267.9K | 0.24% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,649 | $270.9K | 0.01% | +43+1.2% | Added |
| AlphaCore Capital LLC | 3,692 | $274.0K | 0.06% | −525−12.4% | Reduced |
| Vestcor Inc | 3,696 | $274.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,701 | $274.7K | 0.00% | +2+0.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 3,704 | $274.9K | 0.00% | +3,704 | New |
| Denali Advisors LLC | 3,711 | $275.4K | 0.03% | +3,711 | New |
| MetLife Investment Management | 3,765 | $279.4K | 0.00% | −84−2.2% | Reduced |
| Ieq Capital, LLC | 3,812 | $282.9K | 0.00% | +3,812 | New |
| CWM Advisors, LLC | 3,841 | $285.0K | 0.03% | −382−9.0% | Reduced |
| Park Avenue Securities LLC | 3,990 | $296.0K | 0.00% | +637+19.0% | Added |
| Aster Capital Management (DIFC) Ltd | 4,022 | $298.5K | 0.06% | +4,022 | New |
| Capstone Investment Advisors, LLC | 4,044 | $300.1K | 0.01% | −339−7.7% | Reduced |
| Empowered Funds, LLC | 4,048 | $300.4K | 0.00% | −108,621−96.4% | Reduced |
| Rakuten Investment Management, Inc. | 4,072 | $301.0K | 0.00% | +1,012+33.1% | Added |
| USA Financial Portformulas Corp | 4,094 | $303.8K | 0.05% | +4,094 | New |
| Bridgewater Associates, LP | 4,102 | $304.4K | 0.00% | −72,641−94.7% | Reduced |
| New York Life Investment Management LLC | 4,139 | $307.2K | 0.00% | +505+13.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,196 | $311.4K | 0.06% | +3,425+444.2% | Added |
| Bleakley Financial Group, LLC | 4,228 | $313.8K | 0.01% | +494+13.2% | Added |
| Ossiam | 4,249 | $315.3K | 0.01% | +4,171+5,347.4% | Added |
| Ironwood Investment Counsel, LLC | 4,327 | $321.1K | 0.05% | −12−0.3% | Reduced |
| Yousif Capital Management, LLC | 4,375 | $324.7K | 0.00% | +40+0.9% | Added |
| Canada Pension Plan Investment Board | 4,400 | $326.5K | 0.00% | −145,655−97.1% | Reduced |
| Old National Bancorp | 4,459 | $330.9K | 0.01% | +4,459 | New |