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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 7,546 | $560.0K | 0.22% | +7,546 | New |
| Carret Asset Management, LLC | 7,500 | $556.6K | 0.06% | +130+1.8% | Added |
| Summit Trail Advisors, LLC | 7,474 | $554.6K | 0.01% | +362+5.1% | Added |
| State of Michigan Retirement System | 7,470 | $554.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,424 | $551.0K | 0.00% | −318−4.1% | Reduced |
| Chicago Trust Co NA | 7,393 | $548.6K | 0.09% | −32−0.4% | Reduced |
| Investment Management Corp of Ontario | 7,375 | $547.3K | 0.01% | +2,400+48.2% | Added |
| Sienna Gestion | 7,280 | $538.9K | 0.04% | +7,280 | New |
| MQS Management LLC | 7,248 | $537.9K | 0.30% | +7,248 | New |
| Banco Santander, S.A. | 7,225 | $536.2K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,181 | $533.0K | 0.00% | −606−7.8% | Reduced |
| State of Wyoming | 7,178 | $532.7K | 0.08% | +412+6.1% | Added |
| Campbell & CO Investment Adviser LLC | 7,101 | $527.0K | 0.04% | −1,988−21.9% | Reduced |
| Wetherby Asset Management Inc | 7,085 | $525.8K | 0.02% | −64−0.9% | Reduced |
| Tectonic Advisors LLC | 7,064 | $524.2K | 0.03% | +198+2.9% | Added |
| Axq Capital, LP | 6,984 | $518.3K | 0.16% | −8,752−55.6% | Reduced |
| EP Wealth Advisors, LLC | 6,864 | $509.4K | 0.00% | +6,864 | New |
| Inceptionr LLC | 6,780 | $503.1K | 0.12% | +6,780 | New |
| 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 |
| Tokio Marine Asset Management Co Ltd | 6,748 | $500.8K | 0.02% | +733+12.2% | Added |
| Peninsula Wealth, LLC | 6,422 | $492.3K | 0.09% | +6,422 | New |
| Davis Capital Management | 6,628 | $491.9K | 0.39% | +1,535+30.1% | Added |
| Aristeia Capital LLC | 6,609 | $490.5K | 0.02% | +6,609 | New |
| Creative Planning | 6,533 | $484.8K | 0.00% | −1,598−19.7% | Reduced |
| Avantax Advisory Services, Inc. | 6,525 | $484.3K | 0.00% | +1,357+26.3% | Added |
| Umb Bank N A | 6,500 | $482.4K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,545 | $481.8K | 0.01% | +265+4.2% | Added |
| Tower Research Capital LLC (TRC) | 6,465 | $479.8K | 0.01% | +4,412+214.9% | Added |
| Snowden Capital Advisors LLC | 6,437 | $477.7K | 0.01% | −101−1.5% | Reduced |
| First Hawaiian Bank | 6,431 | $477.2K | 0.02% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 6,401 | $475.0K | 0.01% | +942+17.3% | Added |
| SkyView Investment Advisors, LLC | 6,400 | $475.0K | 0.08% | +137+2.2% | Added |
| AdvisorShares Investments LLC | 6,400 | $474.9K | 0.09% | +6,400 | New |
| Integrated Wealth Concepts LLC | 6,326 | $469.4K | 0.01% | −596−8.6% | Reduced |
| Trust Co of Vermont | 6,315 | $468.6K | 0.02% | −6−0.1% | Reduced |
| Tudor Investment Corp Et Al | 6,288 | $466.6K | 0.01% | +6,288 | New |
| Resources Investment Advisors, LLC. | 6,244 | $463.4K | 0.01% | +266+4.4% | Added |
| NorthCrest Asset Manangement, LLC | 5,890 | $437.1K | 0.01% | +608+11.5% | Added |
| CIBC Private Wealth Group, LLC | 5,792 | $429.8K | 0.00% | +1,269+28.1% | Added |
| Johnson Financial Group, Inc. | 5,621 | $417.1K | 0.02% | +5,621 | New |
| Cary Street Partner Investment Advisory LLC | 5,509 | $408.8K | 0.02% | +162+3.0% | Added |
| UniSuper Management Pty Ltd | 5,400 | $400.7K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 5,397 | $400.5K | 0.01% | +1,599+42.1% | Added |
| Qtron Investments LLC | 5,382 | $399.4K | 0.05% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,376 | $399.0K | 0.01% | +5,376 | New |
| Carmignac Gestion | 5,253 | $389.8K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,139 | $386.2K | 0.01% | +1,743+51.3% | Added |
| Cannon Global Investment Management, LLC | 5,200 | $385.9K | 0.92% | +5,200 | New |
| Virtu Financial LLC | 5,015 | $372.0K | 0.02% | +5,015 | New |
| Pallas Capital Advisors LLC | 4,928 | $370.3K | 0.02% | +1,020+26.1% | Added |
| Bridgefront Capital, LLC | 4,977 | $369.3K | 0.14% | −807−14.0% | Reduced |
| ASB Consultores, LLC | 4,900 | $363.6K | 0.14% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,889 | $362.8K | 0.05% | +5+0.1% | Added |
| Bayesian Capital Management, LP | 4,830 | $358.4K | 0.04% | +4,830 | New |
| Jones Financial Companies LLLP | 4,839 | $357.8K | 0.00% | +1,407+41.0% | Added |
| Nicolet Bankshares Inc | 4,820 | $357.7K | 0.09% | −1,650−25.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,799 | $356.2K | 0.00% | −1,594−24.9% | Reduced |
| New World Advisors LLC | 4,650 | $345.1K | 0.09% | −1,300−21.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $340.4K | 0.01% | +4,587 | New |
| National Bank of Canada | 4,514 | $335.0K | 0.00% | −1,128−20.0% | Reduced |
| O'Brien Greene & Co. Inc | 4,500 | $333.9K | 0.10% | −1,114−19.8% | Reduced |
| Net Worth Advisory Group | 4,466 | $331.4K | 0.10% | +4,466 | New |
| Evercore Wealth Management, LLC | 4,460 | $331.0K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 4,459 | $330.9K | 0.01% | +4,459 | New |
| Canada Pension Plan Investment Board | 4,400 | $326.5K | 0.00% | −145,655−97.1% | Reduced |
| Yousif Capital Management, LLC | 4,375 | $324.7K | 0.00% | +40+0.9% | Added |
| Ironwood Investment Counsel, LLC | 4,327 | $321.1K | 0.05% | −12−0.3% | Reduced |
| Ossiam | 4,249 | $315.3K | 0.01% | +4,171+5,347.4% | Added |
| Bleakley Financial Group, LLC | 4,228 | $313.8K | 0.01% | +494+13.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,196 | $311.4K | 0.06% | +3,425+444.2% | Added |
| New York Life Investment Management LLC | 4,139 | $307.2K | 0.00% | +505+13.9% | Added |
| Bridgewater Associates, LP | 4,102 | $304.4K | 0.00% | −72,641−94.7% | Reduced |
| USA Financial Portformulas Corp | 4,094 | $303.8K | 0.05% | +4,094 | New |
| Rakuten Investment Management, Inc. | 4,072 | $301.0K | 0.00% | +1,012+33.1% | Added |
| Empowered Funds, LLC | 4,048 | $300.4K | 0.00% | −108,621−96.4% | Reduced |
| Capstone Investment Advisors, LLC | 4,044 | $300.1K | 0.01% | −339−7.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,022 | $298.5K | 0.06% | +4,022 | New |
| Park Avenue Securities LLC | 3,990 | $296.0K | 0.00% | +637+19.0% | Added |
| CWM Advisors, LLC | 3,841 | $285.0K | 0.03% | −382−9.0% | Reduced |
| Ieq Capital, LLC | 3,812 | $282.9K | 0.00% | +3,812 | New |
| MetLife Investment Management | 3,765 | $279.4K | 0.00% | −84−2.2% | Reduced |
| Denali Advisors LLC | 3,711 | $275.4K | 0.03% | +3,711 | New |
| Deerfield Management Company, L.P. (Series C) | 3,704 | $274.9K | 0.00% | +3,704 | New |
| Forum Financial Management, LP | 3,701 | $274.7K | 0.00% | +2+0.1% | Added |
| Vestcor Inc | 3,696 | $274.0K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,692 | $274.0K | 0.06% | −525−12.4% | Reduced |
| We Are One Seven, LLC | 3,649 | $270.9K | 0.01% | +43+1.2% | Added |
| MeadowBrook Investment Advisors LLC | 3,610 | $267.9K | 0.24% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 3,600 | $267.2K | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,599 | $267.1K | 0.01% | −125−3.4% | Reduced |
| Copeland Capital Management, LLC | 3,560 | $264.2K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 3,558 | $264.0K | 0.03% | +3,558 | New |
| Commerce Bank | 3,476 | $258.0K | 0.00% | +36+1.0% | Added |
| Meixler Investment Management, Ltd. | 3,438 | $255.1K | 0.19% | −12−0.3% | Reduced |
| Fiduciary Trust Co | 3,419 | $253.7K | 0.00% | +3,419 | New |
| TownSquare Capital, LLC | 3,407 | $252.8K | 0.00% | +3,407 | New |
| Transcend Wealth Collective, LLC | 3,371 | $250.2K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,347 | $248.0K | 0.00% | +3,347 | New |
| Motley Fool Asset Management LLC | 3,366 | $247.8K | 0.01% | −329−8.9% | Reduced |