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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 4,460 | $331.0K | 0.00% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,466 | $331.4K | 0.10% | +4,466 | New |
| O'Brien Greene & Co. Inc | 4,500 | $333.9K | 0.10% | −1,114−19.8% | Reduced |
| National Bank of Canada | 4,514 | $335.0K | 0.00% | −1,128−20.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $340.4K | 0.01% | +4,587 | New |
| New World Advisors LLC | 4,650 | $345.1K | 0.09% | −1,300−21.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,799 | $356.2K | 0.00% | −1,594−24.9% | Reduced |
| Nicolet Bankshares Inc | 4,820 | $357.7K | 0.09% | −1,650−25.5% | Reduced |
| Jones Financial Companies LLLP | 4,839 | $357.8K | 0.00% | +1,407+41.0% | Added |
| Bayesian Capital Management, LP | 4,830 | $358.4K | 0.04% | +4,830 | New |
| 9258 Wealth Management, LLC | 4,889 | $362.8K | 0.05% | +5+0.1% | Added |
| ASB Consultores, LLC | 4,900 | $363.6K | 0.14% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,977 | $369.3K | 0.14% | −807−14.0% | Reduced |
| Pallas Capital Advisors LLC | 4,928 | $370.3K | 0.02% | +1,020+26.1% | Added |
| Virtu Financial LLC | 5,015 | $372.0K | 0.02% | +5,015 | New |
| Cannon Global Investment Management, LLC | 5,200 | $385.9K | 0.92% | +5,200 | New |
| Mutual Advisors, LLC | 5,139 | $386.2K | 0.01% | +1,743+51.3% | Added |
| Carmignac Gestion | 5,253 | $389.8K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,376 | $399.0K | 0.01% | +5,376 | New |
| Qtron Investments LLC | 5,382 | $399.4K | 0.05% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 5,397 | $400.5K | 0.01% | +1,599+42.1% | Added |
| UniSuper Management Pty Ltd | 5,400 | $400.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,509 | $408.8K | 0.02% | +162+3.0% | Added |
| Johnson Financial Group, Inc. | 5,621 | $417.1K | 0.02% | +5,621 | New |
| CIBC Private Wealth Group, LLC | 5,792 | $429.8K | 0.00% | +1,269+28.1% | Added |
| NorthCrest Asset Manangement, LLC | 5,890 | $437.1K | 0.01% | +608+11.5% | Added |
| Resources Investment Advisors, LLC. | 6,244 | $463.4K | 0.01% | +266+4.4% | Added |
| Tudor Investment Corp Et Al | 6,288 | $466.6K | 0.01% | +6,288 | New |
| Trust Co of Vermont | 6,315 | $468.6K | 0.02% | −6−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 6,326 | $469.4K | 0.01% | −596−8.6% | Reduced |
| AdvisorShares Investments LLC | 6,400 | $474.9K | 0.09% | +6,400 | New |
| SkyView Investment Advisors, LLC | 6,400 | $475.0K | 0.08% | +137+2.2% | Added |
| Abn Amro Investment Solutions | 6,401 | $475.0K | 0.01% | +942+17.3% | Added |
| First Hawaiian Bank | 6,431 | $477.2K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,437 | $477.7K | 0.01% | −101−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,465 | $479.8K | 0.01% | +4,412+214.9% | Added |
| RSM US Wealth Management LLC | 6,545 | $481.8K | 0.01% | +265+4.2% | Added |
| Umb Bank N A | 6,500 | $482.4K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,525 | $484.3K | 0.00% | +1,357+26.3% | Added |
| Creative Planning | 6,533 | $484.8K | 0.00% | −1,598−19.7% | Reduced |
| Aristeia Capital LLC | 6,609 | $490.5K | 0.02% | +6,609 | New |
| Davis Capital Management | 6,628 | $491.9K | 0.39% | +1,535+30.1% | Added |
| Peninsula Wealth, LLC | 6,422 | $492.3K | 0.09% | +6,422 | New |
| Tokio Marine Asset Management Co Ltd | 6,748 | $500.8K | 0.02% | +733+12.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $502.6K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 6,772 | $502.6K | 0.00% | +6,772 | New |
| Inceptionr LLC | 6,780 | $503.1K | 0.12% | +6,780 | New |
| EP Wealth Advisors, LLC | 6,864 | $509.4K | 0.00% | +6,864 | New |
| Axq Capital, LP | 6,984 | $518.3K | 0.16% | −8,752−55.6% | Reduced |
| Tectonic Advisors LLC | 7,064 | $524.2K | 0.03% | +198+2.9% | Added |
| Wetherby Asset Management Inc | 7,085 | $525.8K | 0.02% | −64−0.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,101 | $527.0K | 0.04% | −1,988−21.9% | Reduced |
| State of Wyoming | 7,178 | $532.7K | 0.08% | +412+6.1% | Added |
| CIBC World Markets Inc. | 7,181 | $533.0K | 0.00% | −606−7.8% | Reduced |
| Banco Santander, S.A. | 7,225 | $536.2K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 7,248 | $537.9K | 0.30% | +7,248 | New |
| Sienna Gestion | 7,280 | $538.9K | 0.04% | +7,280 | New |
| Investment Management Corp of Ontario | 7,375 | $547.3K | 0.01% | +2,400+48.2% | Added |
| Chicago Trust Co NA | 7,393 | $548.6K | 0.09% | −32−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 7,424 | $551.0K | 0.00% | −318−4.1% | Reduced |
| State of Michigan Retirement System | 7,470 | $554.3K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 7,474 | $554.6K | 0.01% | +362+5.1% | Added |
| Carret Asset Management, LLC | 7,500 | $556.6K | 0.06% | +130+1.8% | Added |
| Machina Capital S.A.S. | 7,546 | $560.0K | 0.22% | +7,546 | New |
| Dynamic Advisor Solutions LLC | 7,556 | $560.7K | 0.02% | +511+7.3% | Added |
| Perritt Capital Management Inc | 7,563 | $561.3K | 0.29% | −20.0% | Reduced |
| Baird Financial Group, Inc. | 7,653 | $567.9K | 0.00% | +219+2.9% | Added |
| SRS Capital Advisors, Inc. | 7,863 | $583.5K | 0.05% | +174+2.3% | Added |
| Schechter Investment Advisors, LLC | 7,931 | $588.6K | 0.04% | −366−4.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,944 | $588.9K | 0.01% | +4,131+108.3% | Added |
| Kestra Advisory Services, LLC | 7,967 | $591.2K | 0.00% | +614+8.4% | Added |
| Captrust Financial Advisors | 8,018 | $595.0K | 0.00% | +801+11.1% | Added |
| Aviva PLC | 8,128 | $603.2K | 0.00% | −139−1.7% | Reduced |
| Graypoint LLC | 8,221 | $610.1K | 0.04% | −18−0.2% | Reduced |
| Boothbay Fund Management, LLC | 8,331 | $618.2K | 0.02% | +8,331 | New |
| Sherbrooke Park Advisers LLC | 8,409 | $624.0K | 0.14% | +8,409 | New |
| Prudent Man Advisors, LLC | 8,433 | $625.8K | 0.21% | −139−1.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,465 | $628.2K | 0.04% | −5,308−38.5% | Reduced |
| M&T Bank Corp | 8,520 | $632.3K | 0.00% | +54+0.6% | Added |
| Kestra Private Wealth Services, LLC | 8,614 | $639.2K | 0.01% | −900−9.5% | Reduced |
| Aigen Investment Management, LP | 8,657 | $642.4K | 0.13% | −236−2.7% | Reduced |
| United Capital Financial Advisers, LLC | 8,686 | $644.6K | 0.01% | +683+8.5% | Added |
| Gsa Capital Partners LLP | 8,697 | $645.0K | 0.05% | +4,544+109.4% | Added |
| CIBC Asset Management Inc | 8,738 | $648.4K | 0.00% | +430+5.2% | Added |
| Advisor Group Holdings, Inc. | 8,890 | $659.9K | 0.00% | +198+2.3% | Added |
| Oppenheimer & Co Inc | 8,965 | $665.3K | 0.01% | −500−5.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,965 | $665.3K | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 9,195 | $682.4K | 0.01% | +1,539+20.1% | Added |
| Brevan Howard Capital Management LP | 9,294 | $689.7K | 0.03% | +9,294 | New |
| CenterBook Partners LP | 9,305 | $690.5K | 0.04% | −18,985−67.1% | Reduced |
| Ci Investments Inc. | 9,374 | $696.0K | 0.00% | +3,334+55.2% | Added |
| Castleark Management LLC | 9,410 | $698.3K | 0.03% | +9,410 | New |
| Affinity Investment Advisors, LLC | 9,514 | $706.0K | 0.48% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 9,590 | $711.7K | 0.01% | +6,400+200.6% | Added |
| Headlands Technologies LLC | 9,775 | $725.4K | 0.08% | +9,775 | New |
| Unigestion Holding SA | 9,914 | $735.7K | 0.04% | +9,914 | New |
| AlphaMark Advisors, LLC | 9,947 | $738.0K | 0.25% | +217+2.2% | Added |
| Meiji Yasuda Life Insurance Co | 10,105 | $749.9K | 0.01% | −1,760−14.8% | Reduced |
| Caxton Associates LP | 10,149 | $753.2K | 0.03% | +10,149 | New |
| O'Shaughnessy Asset Management, LLC | 10,080 | $762.0K | 0.01% | +6,298+166.5% | Added |