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 |
|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 11,430 | $866.2K | 0.04% | +400+3.6% | Added |
| Maryland State Retirement & Pension System | 11,473 | $869.4K | 0.02% | −803−6.5% | Reduced |
| one8zero8, LLC | 11,520 | $873.0K | 0.19% | +11,520 | New |
| We Are One Seven, LLC | 11,616 | $880.3K | 0.03% | +7,967+218.3% | Added |
| Roberts Capital Advisors, LLC | 11,759 | $891.1K | 0.75% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 12,008 | $910.0K | 0.25% | −483−3.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,097 | $920.5K | 0.01% | +4,153+52.3% | Added |
| Clearstead Advisors, LLC | 12,257 | $928.8K | 0.01% | +1,262+11.5% | Added |
| Kestra Private Wealth Services, LLC | 12,352 | $936.0K | 0.02% | +3,738+43.4% | Added |
| CastleKnight Management LP | 12,400 | $939.7K | 0.10% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 12,442 | $942.9K | 0.11% | +695+5.9% | Added |
| Pensionmark Financial Group, LLC | 12,522 | $948.9K | 0.03% | +944+8.2% | Added |
| Avantra Family Wealth, Inc. | 12,826 | $972.0K | 0.91% | +12,826 | New |
| Point72 Asset Management, L.P. | 12,896 | $977.3K | 0.00% | −580,804−97.8% | Reduced |
| Cyrus J. Lawrence, LLC | 13,197 | $1.00M | 0.19% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,658 | $1.03M | 0.00% | +791+6.1% | Added |
| Investment Management Corp of Ontario | 13,831 | $1.05M | 0.03% | +6,456+87.5% | Added |
| AXA S.A. | 14,113 | $1.07M | 0.00% | −6,883−32.8% | Reduced |
| Regions Financial Corp | 14,139 | $1.07M | 0.01% | −363−2.5% | Reduced |
| Western Wealth Management, LLC | 14,411 | $1.09M | 0.06% | −1,483−9.3% | Reduced |
| Jane Street Group, LLC | 14,467 | $1.10M | 0.00% | −54,339−79.0% | Reduced |
| JustInvest LLC | 14,909 | $1.13M | 0.02% | +1,080+7.8% | Added |
| Walter & Keenan Financial Consulting Co | 15,000 | $1.14M | 0.34% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,081 | $1.14M | 0.00% | +2,216+17.2% | Added |
| Atria Investments LLC | 15,165 | $1.15M | 0.01% | +1,176+8.4% | Added |
| Kensington Investment Counsel, LLC | 15,547 | $1.18M | 0.49% | −20.0% | Reduced |
| Jackson Square Capital, LLC | 15,640 | $1.19M | 0.29% | −6,088−28.0% | Reduced |
| Koss-Olinger Consulting, LLC | 16,287 | $1.23M | 0.11% | +16,287 | New |
| Byrne Asset Management LLC | 16,341 | $1.24M | 0.88% | −402−2.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 16,605 | $1.26M | 0.00% | −50,018−75.1% | Reduced |
| Raiffeisen Bank International AG | 16,772 | $1.27M | 0.02% | +16,772 | New |
| Cullen/Frost Bankers, Inc. | 16,885 | $1.28M | 0.02% | −136−0.8% | Reduced |
| Alps Advisors Inc | 16,964 | $1.29M | 0.01% | +36+0.2% | Added |
| US Bancorp | 17,230 | $1.31M | 0.00% | +70+0.4% | Added |
| Plato Investment Management Ltd | 17,323 | $1.32M | 0.10% | 00.0% | Unchanged |
| Tredje AP-fonden | 17,402 | $1.32M | 0.01% | −17,402−50.0% | Reduced |
| Inlet Private Wealth, LLC | 17,475 | $1.32M | 0.35% | +3,250+22.8% | Added |
| Gulf International Bank (UK) Ltd | 17,530 | $1.33M | 0.03% | −154−0.9% | Reduced |
| Vontobel Holding Ltd. | 17,577 | $1.33M | 0.00% | +17,577 | New |
| Lombard Odier Asset Management (Europe) Ltd | 17,750 | $1.35M | 0.09% | −4,750−21.1% | Reduced |
| Gateway Investment Advisers LLC | 17,765 | $1.35M | 0.01% | −2,449−12.1% | Reduced |
| Boyar Asset Management Inc. | 18,064 | $1.37M | 0.90% | +85+0.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,607 | $1.41M | 0.00% | +15,260+455.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 18,610 | $1.41M | 0.11% | −11,072−37.3% | Reduced |
| Truist Financial Corp | 19,078 | $1.45M | 0.00% | +8,598+82.0% | Added |
| Canada Pension Plan Investment Board | 19,300 | $1.46M | 0.00% | +14,900+338.6% | Added |
| Park Avenue Securities LLC | 19,382 | $1.47M | 0.02% | +15,392+385.8% | Added |
| Argent Trust Co | 19,540 | $1.48M | 0.06% | +34+0.2% | Added |
| Elo Mutual Pension Insurance Co | 20,484 | $1.55M | 0.03% | +712+3.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,604 | $1.56M | 0.02% | +26+0.1% | Added |
| Headlands Technologies LLC | 20,651 | $1.56M | 0.16% | +10,876+111.3% | Added |
| The PNC Financial Services Group, Inc. | 20,776 | $1.57M | 0.00% | −1,063−4.9% | Reduced |
| Marshall Wace, LLP | 20,783 | $1.57M | 0.00% | −18,979−47.7% | Reduced |
| Delphi Management Inc | 20,883 | $1.58M | 1.53% | +182+0.9% | Added |
| Nisa Investment Advisors, LLC | 20,943 | $1.59M | 0.01% | −5,213−19.9% | Reduced |
| Ethic Inc. | 21,445 | $1.63M | 0.03% | −5,580−20.6% | Reduced |
| MML Investors Services, LLC | 22,055 | $1.67M | 0.01% | +11,508+109.1% | Added |
| LRI Investments, LLC | 22,598 | $1.71M | 0.16% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,799 | $1.73M | 0.00% | +9,314+69.1% | Added |
| RSM US Wealth Management LLC | 23,145 | $1.75M | 0.03% | +16,600+253.6% | Added |
| Manufacturers Life Insurance Company, The | 23,171 | $1.76M | 0.00% | −226−1.0% | Reduced |
| Integrated Investment Consultants, LLC | 23,326 | $1.77M | 0.36% | +3,006+14.8% | Added |
| Xponance, Inc. | 23,787 | $1.80M | 0.02% | +5,068+27.1% | Added |
| TD Private Client Wealth LLC | 23,824 | $1.81M | 0.05% | +3,229+15.7% | Added |
| Catalyst Capital Advisors LLC | 23,850 | $1.81M | 0.04% | −650−2.7% | Reduced |
| Rothschild Investment LLC | 24,232 | $1.84M | 0.12% | −67−0.3% | Reduced |
| Squarepoint Ops LLC | 24,296 | $1.84M | 0.00% | +24,296 | New |
| Wealth Enhancement Advisory Services, LLC | 25,070 | $1.90M | 0.00% | +12,717+102.9% | Added |
| CWM, LLC | 25,256 | $1.91M | 0.01% | +11,982+90.3% | Added |
| Bokf, NA | 25,643 | $1.92M | 0.03% | +2,546+11.0% | Added |
| State of Alaska, Department of Revenue | 25,623 | $1.94M | 0.02% | 00.0% | Unchanged |
| Dean Capital Management | 25,839 | $1.96M | 0.83% | +41+0.2% | Added |
| Omers Administration Corp | 26,908 | $2.04M | 0.02% | −9,622−26.3% | Reduced |
| Credit Agricole S A | 26,924 | $2.04M | 0.01% | +2,028+8.1% | Added |
| Nissay Asset Management Corp | 27,328 | $2.08M | 0.01% | −134−0.5% | Reduced |
| 44 Wealth Management LLC | 28,759 | $2.18M | 0.84% | +2,108+7.9% | Added |
| FourThought Financial Partners, LLC | 28,860 | $2.19M | 0.23% | −194−0.7% | Reduced |
| Toronto Dominion Bank | 29,736 | $2.25M | 0.00% | −2,400−7.5% | Reduced |
| Blair William & Co | 30,144 | $2.28M | 0.01% | −3,658−10.8% | Reduced |
| BTC Capital Management, Inc. | 31,018 | $2.35M | 0.22% | +31,018 | New |
| Greenleaf Trust | 31,233 | $2.37M | 0.02% | −1,108−3.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 31,477 | $2.39M | 0.02% | +31,477 | New |
| Archford Capital Strategies, LLC | 31,544 | $2.39M | 0.36% | +1,025+3.4% | Added |
| Bryn Mawr Trust Co | 31,730 | $2.40M | 0.04% | +383+1.2% | Added |
| Savant Capital, LLC | 31,822 | $2.41M | 0.02% | +707+2.3% | Added |
| Oppenheimer Asset Management Inc. | 32,036 | $2.43M | 0.03% | −2,196−6.4% | Reduced |
| Wealthfront Advisers LLC | 32,512 | $2.46M | 0.01% | +12,367+61.4% | Added |
| Guardian Wealth Management, Inc. | 33,941 | $2.57M | 1.75% | −20.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 34,272 | $2.60M | 0.01% | −625−1.8% | Reduced |
| Legal Advantage Investments, Inc. | 34,300 | $2.60M | 1.37% | −600−1.7% | Reduced |
| Comerica Bank | 34,730 | $2.63M | 0.01% | +2,843+8.9% | Added |
| Illinois Municipal Retirement Fund | 35,082 | $2.66M | 0.04% | 00.0% | Unchanged |
| Utah Retirement Systems | 35,636 | $2.70M | 0.03% | +200+0.6% | Added |
| Standard Life Aberdeen plc | 35,940 | $2.72M | 0.01% | −7,243−16.8% | Reduced |
| Groupama Asset Managment | 37,140 | $2.81M | 0.06% | +6,377+20.7% | Added |
| Forsta Ap-Fonden | 37,500 | $2.84M | 0.02% | −2,300−5.8% | Reduced |
| Sanctuary Advisors, LLC | 35,422 | $2.88M | 0.02% | +2,047+6.1% | Added |
| River & Mercantile Asset Management LLP | 38,580 | $2.92M | 0.57% | +38,580 | New |
| Millennium Management LLC | 39,329 | $2.98M | 0.00% | −481,827−92.5% | Reduced |
| Formula Growth Ltd | 39,675 | $3.01M | 1.02% | −1,000−2.5% | Reduced |