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 |
|---|---|---|---|---|---|
| Mariner, LLC | 22,217 | $1.65M | 0.00% | +2,251+11.3% | Added |
| The PNC Financial Services Group, Inc. | 21,839 | $1.62M | 0.00% | −1,191−5.2% | Reduced |
| Jackson Square Capital, LLC | 21,728 | $1.61M | 0.40% | +21,728 | New |
| Raymond James Trust N.A. | 21,683 | $1.61M | 0.03% | +538+2.5% | Added |
| Prudential Financial Inc | 21,308 | $1.58M | 0.00% | −2,690−11.2% | Reduced |
| AXA S.A. | 20,996 | $1.56M | 0.00% | −11,726−35.8% | Reduced |
| Delphi Management Inc | 20,701 | $1.54M | 1.40% | −7,581−26.8% | Reduced |
| TD Private Client Wealth LLC | 20,595 | $1.53M | 0.04% | −340−1.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,578 | $1.53M | 0.02% | −40−0.2% | Reduced |
| Integrated Investment Consultants, LLC | 20,320 | $1.51M | 0.33% | +419+2.1% | Added |
| Gateway Investment Advisers LLC | 20,214 | $1.50M | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 20,145 | $1.49M | 0.00% | +8,996+80.7% | Added |
| American Century Companies Inc | 20,045 | $1.49M | 0.00% | +3,800+23.4% | Added |
| Bridgeway Capital Management, LLC | 20,000 | $1.48M | 0.03% | +20,000 | New |
| Natixis | 19,923 | $1.48M | 0.01% | −63,077−76.0% | Reduced |
| Elo Mutual Pension Insurance Co | 19,772 | $1.47M | 0.03% | −641−3.1% | Reduced |
| Argent Trust Co | 19,506 | $1.45M | 0.06% | −52−0.3% | Reduced |
| Xponance, Inc. | 18,719 | $1.39M | 0.01% | +420+2.3% | Added |
| Boyar Asset Management Inc. | 17,979 | $1.33M | 0.86% | +17,979 | New |
| Gulf International Bank (UK) Ltd | 17,684 | $1.31M | 0.03% | −690−3.8% | Reduced |
| Plato Investment Management Ltd | 17,323 | $1.28M | 0.10% | 00.0% | Unchanged |
| US Bancorp | 17,160 | $1.27M | 0.00% | +318+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 17,021 | $1.26M | 0.02% | +67+0.4% | Added |
| Alps Advisors Inc | 16,928 | $1.26M | 0.01% | −587−3.4% | Reduced |
| Byrne Asset Management LLC | 16,743 | $1.24M | 0.85% | – | – |
| Western Wealth Management, LLC | 15,894 | $1.18M | 0.07% | +15,894 | New |
| Kensington Investment Counsel, LLC | 15,549 | $1.15M | 0.48% | +354+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,518 | $1.15M | 0.00% | +6,903+80.1% | Added |
| CI Private Wealth, LLC | 15,240 | $1.13M | 0.00% | +6,466+73.7% | Added |
| Walter & Keenan Financial Consulting Co | 15,000 | $1.11M | 0.34% | 00.0% | Unchanged |
| Regions Financial Corp | 14,502 | $1.08M | 0.01% | +363+2.6% | Added |
| Inlet Private Wealth, LLC | 14,225 | $1.06M | 0.27% | +100+0.7% | Added |
| Atria Investments LLC | 13,989 | $1.04M | 0.01% | −248−1.7% | Reduced |
| Principal Financial Group Inc | 13,952 | $1.04M | 0.00% | −2,039−12.8% | Reduced |
| Quantbot Technologies LP | 13,856 | $1.03M | 0.04% | +12,514+932.5% | Added |
| JustInvest LLC | 13,829 | $1.03M | 0.02% | +654+5.0% | Added |
| Cetera Investment Advisers | 13,485 | $1.00M | 0.00% | −2,605−16.2% | Reduced |
| CWM, LLC | 13,274 | $985.0K | 0.00% | +5,482+70.4% | Added |
| Cyrus J. Lawrence, LLC | 13,197 | $979.0K | 0.19% | −75−0.6% | Reduced |
| CIBC World Markets Corp | 12,971 | $962.6K | 0.01% | +975+8.1% | Added |
| HighTower Advisors, LLC | 12,867 | $954.0K | 0.00% | −31−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,865 | $951.3K | 0.00% | +4,262+49.5% | Added |
| Fox Run Management, L.L.C. | 12,718 | $943.8K | 0.21% | +12,718 | New |
| Legacy Wealth Asset Management, LLC | 12,491 | $927.0K | 0.25% | −469−3.6% | Reduced |
| CastleKnight Management LP | 12,400 | $920.2K | 0.11% | −3,600−22.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,353 | $916.7K | 0.00% | +6,027+95.3% | Added |
| Maryland State Retirement & Pension System | 12,276 | $911.0K | 0.02% | −4,311−26.0% | Reduced |
| Centiva Capital, LP | 11,969 | $888.2K | 0.04% | +11,969 | New |
| Auxano Advisors, LLC | 11,908 | $883.7K | 0.23% | −282−2.3% | Reduced |
| Roberts Capital Advisors, LLC | 11,759 | $872.6K | 0.75% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 11,747 | $871.7K | 0.11% | +87+0.7% | Added |
| Rockefeller Capital Management L.P. | 11,728 | $868.2K | 0.00% | −11,716−50.0% | Reduced |
| Pensionmark Financial Group, LLC | 11,578 | $859.2K | 0.03% | −332−2.8% | Reduced |
| Cornercap Investment Counsel Inc | 11,364 | $843.3K | 0.25% | −7,436−39.6% | Reduced |
| Amalgamated Bank | 11,295 | $838.0K | 0.01% | −479−4.1% | Reduced |
| Hillsdale Investment Management Inc. | 11,030 | $818.5K | 0.06% | +1,600+17.0% | Added |
| Clearstead Advisors, LLC | 10,995 | $816.0K | 0.01% | +31+0.3% | Added |
| First National Bank of Hutchinson | 10,903 | $809.1K | 0.52% | −1,727−13.7% | Reduced |
| Groesbeck Investment Management Corp | 10,873 | $807.0K | 1.19% | −1,000−8.4% | Reduced |
| MML Investors Services, LLC | 10,547 | $783.0K | 0.00% | +853+8.8% | Added |
| Teza Capital Management LLC | 10,484 | $778.0K | 0.09% | +10,484 | New |
| Truist Financial Corp | 10,480 | $777.7K | 0.00% | −190,181−94.8% | Reduced |
| Petrus Trust Company, LTA | 10,433 | $774.2K | 0.08% | −873−7.7% | Reduced |
| Foster & Motley Inc | 10,377 | $770.0K | 0.05% | −1,182−10.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,080 | $762.0K | 0.01% | +6,298+166.5% | Added |
| Caxton Associates LP | 10,149 | $753.2K | 0.03% | +10,149 | New |
| Meiji Yasuda Life Insurance Co | 10,105 | $749.9K | 0.01% | −1,760−14.8% | Reduced |
| AlphaMark Advisors, LLC | 9,947 | $738.0K | 0.25% | +217+2.2% | Added |
| Unigestion Holding SA | 9,914 | $735.7K | 0.04% | +9,914 | New |
| Headlands Technologies LLC | 9,775 | $725.4K | 0.08% | +9,775 | New |
| Wolverine Asset Management LLC | 9,590 | $711.7K | 0.01% | +6,400+200.6% | Added |
| Affinity Investment Advisors, LLC | 9,514 | $706.0K | 0.48% | 00.0% | Unchanged |
| Castleark Management LLC | 9,410 | $698.3K | 0.03% | +9,410 | New |
| Ci Investments Inc. | 9,374 | $696.0K | 0.00% | +3,334+55.2% | Added |
| CenterBook Partners LP | 9,305 | $690.5K | 0.04% | −18,985−67.1% | Reduced |
| Brevan Howard Capital Management LP | 9,294 | $689.7K | 0.03% | +9,294 | New |
| Intech Investment Management LLC | 9,195 | $682.4K | 0.01% | +1,539+20.1% | 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 |
| Advisor Group Holdings, Inc. | 8,890 | $659.9K | 0.00% | +198+2.3% | Added |
| CIBC Asset Management Inc | 8,738 | $648.4K | 0.00% | +430+5.2% | Added |
| Gsa Capital Partners LLP | 8,697 | $645.0K | 0.05% | +4,544+109.4% | Added |
| United Capital Financial Advisers, LLC | 8,686 | $644.6K | 0.01% | +683+8.5% | Added |
| Aigen Investment Management, LP | 8,657 | $642.4K | 0.13% | −236−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 8,614 | $639.2K | 0.01% | −900−9.5% | Reduced |
| M&T Bank Corp | 8,520 | $632.3K | 0.00% | +54+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,465 | $628.2K | 0.04% | −5,308−38.5% | Reduced |
| Prudent Man Advisors, LLC | 8,433 | $625.8K | 0.21% | −139−1.6% | Reduced |
| Sherbrooke Park Advisers LLC | 8,409 | $624.0K | 0.14% | +8,409 | New |
| Boothbay Fund Management, LLC | 8,331 | $618.2K | 0.02% | +8,331 | New |
| Graypoint LLC | 8,221 | $610.1K | 0.04% | −18−0.2% | Reduced |
| Aviva PLC | 8,128 | $603.2K | 0.00% | −139−1.7% | Reduced |
| Captrust Financial Advisors | 8,018 | $595.0K | 0.00% | +801+11.1% | Added |
| Kestra Advisory Services, LLC | 7,967 | $591.2K | 0.00% | +614+8.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,944 | $588.9K | 0.01% | +4,131+108.3% | Added |
| Schechter Investment Advisors, LLC | 7,931 | $588.6K | 0.04% | −366−4.4% | Reduced |
| SRS Capital Advisors, Inc. | 7,863 | $583.5K | 0.05% | +174+2.3% | Added |
| Baird Financial Group, Inc. | 7,653 | $567.9K | 0.00% | +219+2.9% | Added |
| Perritt Capital Management Inc | 7,563 | $561.3K | 0.29% | −20.0% | Reduced |
| Dynamic Advisor Solutions LLC | 7,556 | $560.7K | 0.02% | +511+7.3% | Added |