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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 3,236 | $240.0K | 0.04% | +17+0.5% | Added |
| Diversified Trust Co | 3,215 | $238.6K | 0.01% | +3,215 | New |
| GTS Securities LLC | 3,204 | $237.8K | 0.00% | +3,204 | New |
| Wealth Alliance | 3,196 | $237.2K | 0.03% | −41−1.3% | Reduced |
| Greenland Capital Management LP | 3,136 | $232.7K | 0.04% | −18,629−85.6% | Reduced |
| Signaturefd, LLC | 3,094 | $229.6K | 0.00% | −229−6.9% | Reduced |
| Foundations Investment Advisors, LLC | 3,078 | $228.4K | 0.00% | +3,078 | New |
| Atlanta Consulting Group Advisors, LLC | 3,078 | $228.4K | 0.06% | +3,078 | New |
| Independent Financial Group, LLC | 3,057 | $226.9K | 0.01% | −2,843−48.2% | Reduced |
| Rehmann Capital Advisory Group | 3,054 | $226.6K | 0.01% | −156−4.9% | Reduced |
| Wellington Management Group LLP | 3,032 | $225.0K | 0.00% | −3,397−52.8% | Reduced |
| Advisory Services Network, LLC | 3,584 | $224.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,975 | $220.8K | 0.01% | +2,975 | New |
| XTX Topco Ltd | 2,942 | $218.3K | 0.02% | +2,942 | New |
| Colony Group, LLC | 2,922 | $216.8K | 0.00% | +2,922 | New |
| Hennion & Walsh Asset Management, Inc. | 2,867 | $212.8K | 0.01% | +2,867 | New |
| Boston Family Office LLC | 2,840 | $211.0K | 0.01% | +2,840 | New |
| Legacy Capital Group California, Inc. | 2,839 | $210.7K | 0.07% | +2,839 | New |
| Metis Global Partners, LLC | 2,825 | $209.6K | 0.01% | +2,825 | New |
| Vident Advisory, LLC | 2,794 | $207.4K | 0.01% | +2,794 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,758 | $203.0K | 0.11% | +2,758 | New |
| Veriti Management LLC | 2,722 | $202.0K | 0.01% | +2,722 | New |
| Sky Investment Group LLC | 2,700 | $200.4K | 0.04% | +2,700 | New |
| Quarry LP | 2,685 | $199.3K | 0.06% | +2,643+6,292.9% | Added |
| Ostrum Asset Management | 2,681 | $199.0K | 0.02% | +33+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,633 | $195.4K | 0.00% | +396+17.7% | Added |
| GAMMA Investing LLC | 2,364 | $175.4K | 0.02% | +1,091+85.7% | Added |
| Covestor Ltd | 2,262 | $168.0K | 0.11% | +212+10.3% | Added |
| Simplex Trading, LLC | 2,242 | $166.0K | 0.01% | +1,262+128.8% | Added |
| IFP Advisors, Inc | 2,199 | $163.2K | 0.01% | +1,778+422.3% | Added |
| Tortoise Investment Management, LLC | 2,000 | $148.4K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,847 | $137.1K | 0.01% | +113+6.5% | Added |
| Hilltop National Bank | 1,835 | $136.2K | 0.04% | −141−7.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,971 | $123.5K | 0.00% | +1,671+557.0% | Added |
| Corebridge Financial, Inc. | 1,600 | $118.7K | 0.00% | −51−3.1% | Reduced |
| Proequities, Inc. | 1,574 | $116.8K | 0.01% | −115−6.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,524 | $113.1K | 0.01% | +67+4.6% | Added |
| Transamerica Financial Advisors, Inc. | 1,425 | $106.0K | 0.01% | −522−26.8% | Reduced |
| Motco | 1,355 | $100.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,298 | $96.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,291 | $95.0K | 0.02% | −3,961−75.4% | Reduced |
| Allworth Financial LP | 1,273 | $94.5K | 0.00% | +6+0.5% | Added |
| Global Retirement Partners, LLC | 1,268 | $94.1K | 0.00% | +465+57.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $89.0K | 0.00% | +1,200 | New |
| Principal Securities, Inc. | 1,141 | $84.7K | 0.00% | +549+92.7% | Added |
| First Horizon Advisors, Inc. | 1,075 | $79.8K | 0.00% | +39+3.8% | Added |
| Penserra Capital Management LLC | 1,014 | $75.0K | 0.00% | +12+1.2% | Added |
| Farther Finance Advisors, LLC | 1,005 | $74.6K | 0.00% | +71+7.6% | Added |
| Fortis Group Advisors, LLC | 1,000 | $74.2K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 994 | $73.5K | 0.01% | +994 | New |
| Skopos Labs, Inc. | 985 | $73.1K | 0.02% | +985 | New |
| Nkcfo LLC | 945 | $70.0K | 0.03% | +945 | New |
| Capital Performance Advisors LLP | 920 | $68.3K | 0.02% | +920 | New |
| Central Pacific Bank - Trust Division | 834 | $61.9K | 0.01% | −46−5.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 800 | $59.4K | 0.01% | +700+700.0% | Added |
| Steward Partners Investment Advisory, LLC | 762 | $56.6K | 0.00% | +103+15.6% | Added |
| Westpac Banking Corp | 738 | $54.8K | 0.00% | −1,023−58.1% | Reduced |
| Versant Capital Management, Inc | 716 | $53.1K | 0.01% | +12+1.7% | Added |
| Venturi Wealth Management, LLC | 689 | $51.1K | 0.00% | +46+7.2% | Added |
| 1620 Investment Advisors, Inc. | 677 | $50.2K | 0.04% | −65−8.8% | Reduced |
| Strengthening Families & Communities, LLC | 675 | $50.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 618 | $45.7K | 0.01% | +377+156.4% | Added |
| Allspring Global Investments Holdings, LLC | 591 | $43.9K | 0.00% | +93+18.7% | Added |
| Bellevue Asset Management, LLC | 534 | $39.7K | 0.02% | +2+0.4% | Added |
| Caldwell Trust Co | 531 | $39.4K | 0.00% | −45−7.8% | Reduced |
| Ransom Advisory, Ltd | 525 | $39.0K | 0.02% | −45−7.9% | Reduced |
| Financial Avengers, Inc. | 503 | $37.3K | 0.02% | −134−21.0% | Reduced |
| LGT Financial Advisors LLC | 489 | $36.3K | 0.09% | −482−49.6% | Reduced |
| Coppell Advisory Solutions LLC | 448 | $33.1K | 0.00% | +448 | New |
| Lindbrook Capital, LLC | 410 | $30.4K | 0.00% | +2+0.5% | Added |
| Spire Wealth Management | 409 | $30.4K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,226 | $30.0K | 0.00% | +2,196+7,320.0% | Added |
| JFS Wealth Advisors, LLC | 345 | $25.6K | 0.00% | +108+45.6% | Added |
| GeoWealth Management, LLC | 320 | $23.7K | 0.00% | +320 | New |
| Salem Investment Counselors Inc | 310 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 301 | $22.3K | 0.00% | +56+22.9% | Added |
| Global X Japan Co., Ltd. | 297 | $22.0K | 0.00% | −116−28.1% | Reduced |
| Fifth Third Bancorp | 293 | $21.7K | 0.00% | +161+122.0% | Added |
| Huntington National Bank | 283 | $21.0K | 0.00% | −94−24.9% | Reduced |
| Quent Capital, LLC | 275 | $20.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 259 | $19.2K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 252 | $18.7K | 0.00% | −4,006−94.1% | Reduced |
| M&R Capital Management Inc | 229 | $17.0K | 0.00% | +229 | New |
| WR Wealth Planners, LLC | 226 | $16.8K | 0.00% | +22+10.8% | Added |
| Exchange Traded Concepts, LLC | 219 | $16.3K | 0.00% | +75+52.1% | Added |
| Tucker Asset Management LLC | 216 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 212 | $16.0K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 215 | $16.0K | 0.00% | +215 | New |
| True Wealth Design, LLC | 209 | $15.5K | 0.01% | +193+1,206.3% | Added |
| Oarsman Capital, Inc. | 191 | $14.2K | 0.00% | +191 | New |
| Carolinas Wealth Consulting LLC | 190 | $14.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 179 | $13.0K | 0.00% | +179 | New |
| Colonial Trust Co | 163 | $12.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 162 | $12.0K | 0.00% | +127+362.9% | Added |
| Hemington Wealth Management | 160 | $11.0K | 0.00% | +160 | New |
| Hollencrest Capital Management | 145 | $10.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 142 | $10.5K | 0.00% | +2+1.4% | Added |
| Criterion Capital Advisors, LLC | 160 | $10.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 132 | $9.80K | 0.00% | +132 | New |