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, Q4 2024
Institutional positions in SS&C Technologies Holdings Inc as of Dec 31, 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
- 649
- −5 vs. Q3 2024
- Shares held
- 207.0M
- +2.71M (+1.3%) vs. Q3 2024
- Total value
- $15.7B
- +$527.1M (+3.5%) vs. Q3 2024
- New holders
- 86
- 243 more added
- Sold out
- 91
- 227 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 4,063 | $307.9K | 0.07% | −757−15.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,087 | $309.7K | 0.02% | −3,014−42.4% | Reduced |
| UniSuper Management Pty Ltd | 4,200 | $318.3K | 0.00% | −1,200−22.2% | Reduced |
| Ironwood Investment Counsel, LLC | 4,202 | $318.4K | 0.05% | −125−2.9% | Reduced |
| Bleakley Financial Group, LLC | 4,202 | $318.4K | 0.01% | −26−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,244 | $321.6K | 0.01% | −2,221−34.4% | Reduced |
| SG Americas Securities, LLC | 4,248 | $322.0K | 0.00% | +4,248 | New |
| Schonfeld Strategic Advisors LLC | 4,275 | $324.0K | 0.00% | −91,848−95.6% | Reduced |
| CIBC World Markets Inc. | 4,275 | $324.0K | 0.00% | −2,906−40.5% | Reduced |
| Hancock Whitney Corp | 4,438 | $336.3K | 0.01% | +4,438 | New |
| Evercore Wealth Management, LLC | 4,460 | $338.0K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,495 | $340.7K | 0.10% | +29+0.6% | Added |
| Cary Street Partners Financial LLC | 4,533 | $343.5K | 0.01% | +4,533 | New |
| Asahi Life Asset Management Co., Ltd. | 4,560 | $345.6K | 0.21% | +4,560 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $347.6K | 0.01% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,589 | $347.8K | 0.11% | +89+2.0% | Added |
| Merit Financial Group, LLC | 4,736 | $358.9K | 0.01% | +4,736 | New |
| Yousif Capital Management, LLC | 4,749 | $359.9K | 0.00% | +374+8.5% | Added |
| Ci Investments Inc. | 4,773 | $362.0K | 0.00% | −4,601−49.1% | Reduced |
| Alhambra Investment Partners LLC | 4,806 | $364.2K | 0.19% | +4,806 | New |
| Sylvest Advisors, LLC | 4,812 | $364.7K | 0.22% | +4,812 | New |
| Mutual Advisors, LLC | 4,696 | $371.5K | 0.01% | −443−8.6% | Reduced |
| Warren Averett Asset Management, LLC | 5,056 | $383.1K | 0.01% | +5,056 | New |
| TownSquare Capital, LLC | 5,161 | $391.1K | 0.00% | +1,754+51.5% | Added |
| Machina Capital S.A.S. | 5,164 | $391.3K | 0.16% | −2,382−31.6% | Reduced |
| Pinebridge Investments, L.P. | 5,197 | $393.8K | 0.00% | −20,941−80.1% | Reduced |
| Qtron Investments LLC | 5,382 | $407.8K | 0.06% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,702 | $432.1K | 0.18% | +5,702 | New |
| Trust Co of Vermont | 5,720 | $433.5K | 0.02% | −595−9.4% | Reduced |
| Avantax Advisory Services, Inc. | 5,734 | $434.5K | 0.00% | −791−12.1% | Reduced |
| CIBC Private Wealth Group, LLC | 5,757 | $437.6K | 0.00% | −35−0.6% | Reduced |
| Graypoint LLC | 6,142 | $465.4K | 0.03% | −2,079−25.3% | Reduced |
| Ossiam | 6,152 | $466.2K | 0.01% | +1,903+44.8% | Added |
| Jones Financial Companies LLLP | 6,321 | $479.0K | 0.00% | +1,482+30.6% | Added |
| Stonegate Investment Group, LLC | 6,327 | $479.5K | 0.01% | +930+17.2% | Added |
| CenterBook Partners LP | 6,330 | $479.7K | 0.03% | −2,975−32.0% | Reduced |
| First Hawaiian Bank | 6,346 | $480.9K | 0.02% | −85−1.3% | Reduced |
| CSS LLC | 6,350 | $481.2K | 0.03% | +6,350 | New |
| Peninsula Wealth, LLC | 6,422 | $486.7K | 0.08% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,503 | $492.8K | 0.01% | +613+10.4% | Added |
| Allstate Corp | 6,648 | $503.8K | 0.01% | +6,648 | New |
| Tokio Marine Asset Management Co Ltd | 6,748 | $511.4K | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $513.2K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 6,931 | $525.3K | 0.00% | +4,009+137.2% | Added |
| Wetherby Asset Management Inc | 6,951 | $526.7K | 0.03% | −134−1.9% | Reduced |
| EP Wealth Advisors, LLC | 7,003 | $530.7K | 0.00% | +139+2.0% | Added |
| Carret Asset Management, LLC | 7,091 | $537.4K | 0.06% | −409−5.5% | Reduced |
| State of Michigan Retirement System | 7,170 | $543.3K | 0.00% | −300−4.0% | Reduced |
| Banco Santander, S.A. | 7,225 | $547.5K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,264 | $550.5K | 0.01% | +3,563+96.3% | Added |
| Sienna Gestion | 7,280 | $551.6K | 0.04% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,290 | $552.4K | 0.10% | −103−1.4% | Reduced |
| Snowden Capital Advisors LLC | 7,374 | $558.8K | 0.02% | +937+14.6% | Added |
| Tectonic Advisors LLC | 7,390 | $560.0K | 0.04% | +326+4.6% | Added |
| Affinity Investment Advisors, LLC | 7,423 | $562.5K | 0.47% | −2,091−22.0% | Reduced |
| Pallas Capital Advisors LLC | 7,476 | $566.5K | 0.02% | +2,548+51.7% | Added |
| Prudent Man Advisors, LLC | 7,488 | $567.4K | 0.21% | −945−11.2% | Reduced |
| Commonwealth Equity Services, LLC | 7,512 | $569.0K | 0.00% | +88+1.2% | Added |
| Perritt Capital Management Inc | 7,563 | $573.1K | 0.30% | 00.0% | Unchanged |
| Denali Advisors LLC | 7,711 | $584.0K | 0.06% | +4,000+107.8% | Added |
| Bank of Nova Scotia | 7,767 | $588.6K | 0.00% | −33,019−81.0% | Reduced |
| SRS Capital Advisors, Inc. | 7,834 | $593.6K | 0.04% | −29−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 7,865 | $596.0K | 0.01% | +1,539+24.3% | Added |
| Schechter Investment Advisors, LLC | 7,898 | $598.5K | 0.05% | −33−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 7,914 | $599.8K | 0.01% | −772−8.9% | Reduced |
| Baird Financial Group, Inc. | 7,976 | $604.4K | 0.00% | +323+4.2% | Added |
| Aviva PLC | 8,058 | $610.6K | 0.00% | −70−0.9% | Reduced |
| State of Wyoming | 8,423 | $638.3K | 0.08% | +1,245+17.3% | Added |
| Davis Capital Management | 8,532 | $646.6K | 0.53% | +1,904+28.7% | Added |
| M&T Bank Corp | 8,538 | $647.4K | 0.00% | +18+0.2% | Added |
| Swiss Life Asset Management Ltd | 8,605 | $651.0K | 0.00% | +8,605 | New |
| Creative Planning | 8,621 | $653.3K | 0.00% | +2,088+32.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,724 | $661.1K | 0.00% | +3,925+81.8% | Added |
| Summit Trail Advisors, LLC | 8,870 | $672.2K | 0.02% | +1,396+18.7% | Added |
| Oppenheimer & Co Inc | 8,965 | $679.4K | 0.01% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 9,019 | $683.5K | 0.04% | +54+0.6% | Added |
| Kestra Advisory Services, LLC | 9,156 | $693.9K | 0.00% | +1,189+14.9% | Added |
| Foster & Motley Inc | 9,167 | $695.0K | 0.05% | −1,210−11.7% | Reduced |
| Verition Fund Management LLC | 9,464 | $717.2K | 0.00% | −32,986−77.7% | Reduced |
| Haven Private, LLC | 9,491 | $719.2K | 0.40% | +9,491 | New |
| Wolverine Asset Management LLC | 9,590 | $726.7K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 9,766 | $740.1K | 0.01% | +571+6.2% | Added |
| CIBC Asset Management Inc | 9,857 | $747.0K | 0.00% | +1,119+12.8% | Added |
| Unigestion Holding SA | 9,914 | $751.3K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,037 | $751.6K | 0.00% | +3,147+35.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,956 | $754.0K | 0.01% | +4,580+85.2% | Added |
| CIBC World Markets Corp | 9,995 | $757.4K | 0.00% | −2,976−22.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,105 | $765.8K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 10,137 | $771.5K | 0.01% | +10,137 | New |
| CI Private Wealth, LLC | 10,223 | $774.7K | 0.00% | −5,017−32.9% | Reduced |
| AlphaMark Advisors, LLC | 10,359 | $785.0K | 0.34% | +412+4.1% | Added |
| O'Shaughnessy Asset Management, LLC | 10,632 | $805.7K | 0.01% | +552+5.5% | Added |
| Prudential Financial Inc | 10,696 | $810.5K | 0.00% | −10,612−49.8% | Reduced |
| Groesbeck Investment Management Corp | 10,873 | $824.0K | 1.07% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 10,964 | $830.9K | 0.27% | −400−3.5% | Reduced |
| Amalgamated Bank | 10,974 | $832.0K | 0.01% | −321−2.8% | Reduced |
| Principal Financial Group Inc | 11,018 | $834.9K | 0.00% | −2,934−21.0% | Reduced |
| Captrust Financial Advisors | 11,132 | $843.6K | 0.00% | +3,114+38.8% | Added |
| First National Bank of Hutchinson | 11,282 | $855.0K | 0.52% | +379+3.5% | Added |
| Auxano Advisors, LLC | 11,338 | $859.2K | 0.22% | −570−4.8% | Reduced |