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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 10,377 | $770.0K | 0.05% | −1,182−10.2% | Reduced |
| Petrus Trust Company, LTA | 10,433 | $774.2K | 0.08% | −873−7.7% | Reduced |
| Truist Financial Corp | 10,480 | $777.7K | 0.00% | −190,181−94.8% | Reduced |
| Teza Capital Management LLC | 10,484 | $778.0K | 0.09% | +10,484 | New |
| MML Investors Services, LLC | 10,547 | $783.0K | 0.00% | +853+8.8% | Added |
| Groesbeck Investment Management Corp | 10,873 | $807.0K | 1.19% | −1,000−8.4% | Reduced |
| First National Bank of Hutchinson | 10,903 | $809.1K | 0.52% | −1,727−13.7% | Reduced |
| Clearstead Advisors, LLC | 10,995 | $816.0K | 0.01% | +31+0.3% | Added |
| Hillsdale Investment Management Inc. | 11,030 | $818.5K | 0.06% | +1,600+17.0% | Added |
| Amalgamated Bank | 11,295 | $838.0K | 0.01% | −479−4.1% | Reduced |
| Cornercap Investment Counsel Inc | 11,364 | $843.3K | 0.25% | −7,436−39.6% | Reduced |
| Pensionmark Financial Group, LLC | 11,578 | $859.2K | 0.03% | −332−2.8% | Reduced |
| Rockefeller Capital Management L.P. | 11,728 | $868.2K | 0.00% | −11,716−50.0% | Reduced |
| Curated Wealth Partners LLC | 11,747 | $871.7K | 0.11% | +87+0.7% | Added |
| Roberts Capital Advisors, LLC | 11,759 | $872.6K | 0.75% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 11,908 | $883.7K | 0.23% | −282−2.3% | Reduced |
| Centiva Capital, LP | 11,969 | $888.2K | 0.04% | +11,969 | New |
| Maryland State Retirement & Pension System | 12,276 | $911.0K | 0.02% | −4,311−26.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,353 | $916.7K | 0.00% | +6,027+95.3% | Added |
| CastleKnight Management LP | 12,400 | $920.2K | 0.11% | −3,600−22.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,491 | $927.0K | 0.25% | −469−3.6% | Reduced |
| Fox Run Management, L.L.C. | 12,718 | $943.8K | 0.21% | +12,718 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,865 | $951.3K | 0.00% | +4,262+49.5% | Added |
| HighTower Advisors, LLC | 12,867 | $954.0K | 0.00% | −31−0.2% | Reduced |
| CIBC World Markets Corp | 12,971 | $962.6K | 0.01% | +975+8.1% | Added |
| Cyrus J. Lawrence, LLC | 13,197 | $979.0K | 0.19% | −75−0.6% | Reduced |
| CWM, LLC | 13,274 | $985.0K | 0.00% | +5,482+70.4% | Added |
| Cetera Investment Advisers | 13,485 | $1.00M | 0.00% | −2,605−16.2% | Reduced |
| JustInvest LLC | 13,829 | $1.03M | 0.02% | +654+5.0% | Added |
| Quantbot Technologies LP | 13,856 | $1.03M | 0.04% | +12,514+932.5% | Added |
| Principal Financial Group Inc | 13,952 | $1.04M | 0.00% | −2,039−12.8% | Reduced |
| Atria Investments LLC | 13,989 | $1.04M | 0.01% | −248−1.7% | Reduced |
| Inlet Private Wealth, LLC | 14,225 | $1.06M | 0.27% | +100+0.7% | Added |
| Regions Financial Corp | 14,502 | $1.08M | 0.01% | +363+2.6% | Added |
| Walter & Keenan Financial Consulting Co | 15,000 | $1.11M | 0.34% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,240 | $1.13M | 0.00% | +6,466+73.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,518 | $1.15M | 0.00% | +6,903+80.1% | Added |
| Kensington Investment Counsel, LLC | 15,549 | $1.15M | 0.48% | +354+2.3% | Added |
| Western Wealth Management, LLC | 15,894 | $1.18M | 0.07% | +15,894 | New |
| Byrne Asset Management LLC | 16,743 | $1.24M | 0.85% | – | – |
| Alps Advisors Inc | 16,928 | $1.26M | 0.01% | −587−3.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,021 | $1.26M | 0.02% | +67+0.4% | Added |
| US Bancorp | 17,160 | $1.27M | 0.00% | +318+1.9% | Added |
| Plato Investment Management Ltd | 17,323 | $1.28M | 0.10% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 17,684 | $1.31M | 0.03% | −690−3.8% | Reduced |
| Boyar Asset Management Inc. | 17,979 | $1.33M | 0.86% | +17,979 | New |
| Xponance, Inc. | 18,719 | $1.39M | 0.01% | +420+2.3% | Added |
| Argent Trust Co | 19,506 | $1.45M | 0.06% | −52−0.3% | Reduced |
| Elo Mutual Pension Insurance Co | 19,772 | $1.47M | 0.03% | −641−3.1% | Reduced |
| Natixis | 19,923 | $1.48M | 0.01% | −63,077−76.0% | Reduced |
| Bridgeway Capital Management, LLC | 20,000 | $1.48M | 0.03% | +20,000 | New |
| American Century Companies Inc | 20,045 | $1.49M | 0.00% | +3,800+23.4% | Added |
| Wealthfront Advisers LLC | 20,145 | $1.49M | 0.00% | +8,996+80.7% | Added |
| Gateway Investment Advisers LLC | 20,214 | $1.50M | 0.02% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 20,320 | $1.51M | 0.33% | +419+2.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,578 | $1.53M | 0.02% | −40−0.2% | Reduced |
| TD Private Client Wealth LLC | 20,595 | $1.53M | 0.04% | −340−1.6% | Reduced |
| Delphi Management Inc | 20,701 | $1.54M | 1.40% | −7,581−26.8% | Reduced |
| AXA S.A. | 20,996 | $1.56M | 0.00% | −11,726−35.8% | Reduced |
| Prudential Financial Inc | 21,308 | $1.58M | 0.00% | −2,690−11.2% | Reduced |
| Raymond James Trust N.A. | 21,683 | $1.61M | 0.03% | +538+2.5% | Added |
| Jackson Square Capital, LLC | 21,728 | $1.61M | 0.40% | +21,728 | New |
| The PNC Financial Services Group, Inc. | 21,839 | $1.62M | 0.00% | −1,191−5.2% | Reduced |
| Mariner, LLC | 22,217 | $1.65M | 0.00% | +2,251+11.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 22,500 | $1.67M | 0.08% | −4,500−16.7% | Reduced |
| LRI Investments, LLC | 22,598 | $1.68M | 0.16% | +16,939+299.3% | Added |
| Bokf, NA | 23,097 | $1.70M | 0.03% | +588+2.6% | Added |
| Manufacturers Life Insurance Company, The | 23,397 | $1.74M | 0.00% | +624+2.7% | Added |
| Ethic Inc. | 27,025 | $1.74M | 0.04% | −299−1.1% | Reduced |
| Oak Thistle LLC | 23,522 | $1.75M | 0.57% | +23,522 | New |
| ING Groep NV | 24,000 | $1.78M | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 24,299 | $1.80M | 0.12% | −114−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,331 | $1.81M | 0.19% | +24,331 | New |
| Engineers Gate Manager LP | 24,384 | $1.81M | 0.04% | +24,384 | New |
| Catalyst Capital Advisors LLC | 24,500 | $1.82M | 0.04% | +24,500 | New |
| Groupama Asset Managment | 30,763 | $1.83M | 0.05% | +256+0.8% | Added |
| Credit Agricole S A | 24,896 | $1.85M | 0.01% | +19,854+393.8% | Added |
| State of Alaska, Department of Revenue | 25,623 | $1.90M | 0.02% | 00.0% | Unchanged |
| Dean Capital Management | 25,798 | $1.91M | 0.81% | +25,798 | New |
| Vinva Investment Management Ltd | 25,939 | $1.92M | 0.08% | −30,730−54.2% | Reduced |
| Pinebridge Investments, L.P. | 26,138 | $1.94M | 0.01% | +13,774+111.4% | Added |
| Nisa Investment Advisors, LLC | 26,156 | $1.94M | 0.01% | +25,936+11,789.1% | Added |
| 44 Wealth Management LLC | 26,651 | $2.02M | 0.71% | +26,651 | New |
| Nissay Asset Management Corp | 27,462 | $2.04M | 0.01% | +802+3.0% | Added |
| Eagle Asset Management Inc | 27,831 | $2.08M | 0.01% | −19,064−40.7% | Reduced |
| Entropy Technologies, LP | 28,924 | $2.15M | 0.23% | +28,924 | New |
| FourThought Financial Partners, LLC | 29,054 | $2.16M | 0.26% | −517−1.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 29,682 | $2.20M | 0.18% | +5,300+21.7% | Added |
| Point72 (DIFC) Ltd | 29,907 | $2.22M | 0.17% | +29,907 | New |
| Archford Capital Strategies, LLC | 30,519 | $2.31M | 0.35% | +260+0.9% | Added |
| Savant Capital, LLC | 31,115 | $2.31M | 0.02% | +341+1.1% | Added |
| Sciencast Management LP | 31,299 | $2.32M | 0.69% | +20,524+190.5% | Added |
| Bryn Mawr Trust Co | 31,347 | $2.33M | 0.04% | +31,347 | New |
| Lecap Asset Management Ltd | 31,640 | $2.35M | 0.51% | +10,489+49.6% | Added |
| Comerica Bank | 31,887 | $2.37M | 0.01% | −20,788−39.5% | Reduced |
| Toronto Dominion Bank | 32,136 | $2.38M | 0.00% | +6,721+26.4% | Added |
| Greenleaf Trust | 32,341 | $2.40M | 0.02% | +27,414+556.4% | Added |
| Thompson Siegel & Walmsley LLC | 32,505 | $2.41M | 0.04% | +32,505 | New |
| Blair William & Co | 33,802 | $2.51M | 0.01% | +1,028+3.1% | Added |
| Kovitz Investment Group Partners, LLC | 34,897 | $2.51M | 0.02% | +15,267+77.8% | Added |