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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 20,484 | $1.55M | 0.03% | +712+3.6% | Added |
| Argent Trust Co | 19,540 | $1.48M | 0.06% | +34+0.2% | Added |
| Park Avenue Securities LLC | 19,382 | $1.47M | 0.02% | +15,392+385.8% | Added |
| Canada Pension Plan Investment Board | 19,300 | $1.46M | 0.00% | +14,900+338.6% | Added |
| Truist Financial Corp | 19,078 | $1.45M | 0.00% | +8,598+82.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 18,610 | $1.41M | 0.11% | −11,072−37.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,607 | $1.41M | 0.00% | +15,260+455.9% | Added |
| Boyar Asset Management Inc. | 18,064 | $1.37M | 0.90% | +85+0.5% | Added |
| Gateway Investment Advisers LLC | 17,765 | $1.35M | 0.01% | −2,449−12.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 17,750 | $1.35M | 0.09% | −4,750−21.1% | Reduced |
| Vontobel Holding Ltd. | 17,577 | $1.33M | 0.00% | +17,577 | New |
| Gulf International Bank (UK) Ltd | 17,530 | $1.33M | 0.03% | −154−0.9% | Reduced |
| Inlet Private Wealth, LLC | 17,475 | $1.32M | 0.35% | +3,250+22.8% | Added |
| Tredje AP-fonden | 17,402 | $1.32M | 0.01% | −17,402−50.0% | Reduced |
| Plato Investment Management Ltd | 17,323 | $1.32M | 0.10% | 00.0% | Unchanged |
| US Bancorp | 17,230 | $1.31M | 0.00% | +70+0.4% | Added |
| Alps Advisors Inc | 16,964 | $1.29M | 0.01% | +36+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 16,885 | $1.28M | 0.02% | −136−0.8% | Reduced |
| Raiffeisen Bank International AG | 16,772 | $1.27M | 0.02% | +16,772 | New |
| Arrowstreet Capital, Limited Partnership | 16,605 | $1.26M | 0.00% | −50,018−75.1% | Reduced |
| Byrne Asset Management LLC | 16,341 | $1.24M | 0.88% | −402−2.4% | Reduced |
| Koss-Olinger Consulting, LLC | 16,287 | $1.23M | 0.11% | +16,287 | New |
| Jackson Square Capital, LLC | 15,640 | $1.19M | 0.29% | −6,088−28.0% | Reduced |
| Kensington Investment Counsel, LLC | 15,547 | $1.18M | 0.49% | −20.0% | Reduced |
| Atria Investments LLC | 15,165 | $1.15M | 0.01% | +1,176+8.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,081 | $1.14M | 0.00% | +2,216+17.2% | Added |
| Walter & Keenan Financial Consulting Co | 15,000 | $1.14M | 0.34% | 00.0% | Unchanged |
| JustInvest LLC | 14,909 | $1.13M | 0.02% | +1,080+7.8% | Added |
| Jane Street Group, LLC | 14,467 | $1.10M | 0.00% | −54,339−79.0% | Reduced |
| Western Wealth Management, LLC | 14,411 | $1.09M | 0.06% | −1,483−9.3% | Reduced |
| Regions Financial Corp | 14,139 | $1.07M | 0.01% | −363−2.5% | Reduced |
| AXA S.A. | 14,113 | $1.07M | 0.00% | −6,883−32.8% | Reduced |
| Investment Management Corp of Ontario | 13,831 | $1.05M | 0.03% | +6,456+87.5% | Added |
| HighTower Advisors, LLC | 13,658 | $1.03M | 0.00% | +791+6.1% | Added |
| Cyrus J. Lawrence, LLC | 13,197 | $1.00M | 0.19% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 12,896 | $977.3K | 0.00% | −580,804−97.8% | Reduced |
| Avantra Family Wealth, Inc. | 12,826 | $972.0K | 0.91% | +12,826 | New |
| Pensionmark Financial Group, LLC | 12,522 | $948.9K | 0.03% | +944+8.2% | Added |
| Curated Wealth Partners LLC | 12,442 | $942.9K | 0.11% | +695+5.9% | Added |
| CastleKnight Management LP | 12,400 | $939.7K | 0.10% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,352 | $936.0K | 0.02% | +3,738+43.4% | Added |
| Clearstead Advisors, LLC | 12,257 | $928.8K | 0.01% | +1,262+11.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,097 | $920.5K | 0.01% | +4,153+52.3% | Added |
| Legacy Wealth Asset Management, LLC | 12,008 | $910.0K | 0.25% | −483−3.9% | Reduced |
| Roberts Capital Advisors, LLC | 11,759 | $891.1K | 0.75% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,616 | $880.3K | 0.03% | +7,967+218.3% | Added |
| one8zero8, LLC | 11,520 | $873.0K | 0.19% | +11,520 | New |
| Maryland State Retirement & Pension System | 11,473 | $869.4K | 0.02% | −803−6.5% | Reduced |
| Hillsdale Investment Management Inc. | 11,430 | $866.2K | 0.04% | +400+3.6% | Added |
| Auxano Advisors, LLC | 11,338 | $859.2K | 0.22% | −570−4.8% | Reduced |
| First National Bank of Hutchinson | 11,282 | $855.0K | 0.52% | +379+3.5% | Added |
| Captrust Financial Advisors | 11,132 | $843.6K | 0.00% | +3,114+38.8% | Added |
| Principal Financial Group Inc | 11,018 | $834.9K | 0.00% | −2,934−21.0% | Reduced |
| Amalgamated Bank | 10,974 | $832.0K | 0.01% | −321−2.8% | Reduced |
| Cornercap Investment Counsel Inc | 10,964 | $830.9K | 0.27% | −400−3.5% | Reduced |
| Groesbeck Investment Management Corp | 10,873 | $824.0K | 1.07% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,696 | $810.5K | 0.00% | −10,612−49.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,632 | $805.7K | 0.01% | +552+5.5% | Added |
| AlphaMark Advisors, LLC | 10,359 | $785.0K | 0.34% | +412+4.1% | Added |
| CI Private Wealth, LLC | 10,223 | $774.7K | 0.00% | −5,017−32.9% | Reduced |
| Union Bancaire Privee, UBP SA | 10,137 | $771.5K | 0.01% | +10,137 | New |
| Meiji Yasuda Life Insurance Co | 10,105 | $765.8K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 9,995 | $757.4K | 0.00% | −2,976−22.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,956 | $754.0K | 0.01% | +4,580+85.2% | Added |
| Advisor Group Holdings, Inc. | 12,037 | $751.6K | 0.00% | +3,147+35.4% | Added |
| Unigestion Holding SA | 9,914 | $751.3K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 9,857 | $747.0K | 0.00% | +1,119+12.8% | Added |
| Intech Investment Management LLC | 9,766 | $740.1K | 0.01% | +571+6.2% | Added |
| Wolverine Asset Management LLC | 9,590 | $726.7K | 0.01% | 00.0% | Unchanged |
| Haven Private, LLC | 9,491 | $719.2K | 0.40% | +9,491 | New |
| Verition Fund Management LLC | 9,464 | $717.2K | 0.00% | −32,986−77.7% | Reduced |
| Foster & Motley Inc | 9,167 | $695.0K | 0.05% | −1,210−11.7% | Reduced |
| Kestra Advisory Services, LLC | 9,156 | $693.9K | 0.00% | +1,189+14.9% | Added |
| Moody Lynn & Lieberson, LLC | 9,019 | $683.5K | 0.04% | +54+0.6% | Added |
| Oppenheimer & Co Inc | 8,965 | $679.4K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,870 | $672.2K | 0.02% | +1,396+18.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,724 | $661.1K | 0.00% | +3,925+81.8% | Added |
| Creative Planning | 8,621 | $653.3K | 0.00% | +2,088+32.0% | Added |
| Swiss Life Asset Management Ltd | 8,605 | $651.0K | 0.00% | +8,605 | New |
| M&T Bank Corp | 8,538 | $647.4K | 0.00% | +18+0.2% | Added |
| Davis Capital Management | 8,532 | $646.6K | 0.53% | +1,904+28.7% | Added |
| State of Wyoming | 8,423 | $638.3K | 0.08% | +1,245+17.3% | Added |
| Aviva PLC | 8,058 | $610.6K | 0.00% | −70−0.9% | Reduced |
| Baird Financial Group, Inc. | 7,976 | $604.4K | 0.00% | +323+4.2% | Added |
| United Capital Financial Advisers, LLC | 7,914 | $599.8K | 0.01% | −772−8.9% | Reduced |
| Schechter Investment Advisors, LLC | 7,898 | $598.5K | 0.05% | −33−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 7,865 | $596.0K | 0.01% | +1,539+24.3% | Added |
| SRS Capital Advisors, Inc. | 7,834 | $593.6K | 0.04% | −29−0.4% | Reduced |
| Bank of Nova Scotia | 7,767 | $588.6K | 0.00% | −33,019−81.0% | Reduced |
| Denali Advisors LLC | 7,711 | $584.0K | 0.06% | +4,000+107.8% | Added |
| Perritt Capital Management Inc | 7,563 | $573.1K | 0.30% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,512 | $569.0K | 0.00% | +88+1.2% | Added |
| Prudent Man Advisors, LLC | 7,488 | $567.4K | 0.21% | −945−11.2% | Reduced |
| Pallas Capital Advisors LLC | 7,476 | $566.5K | 0.02% | +2,548+51.7% | Added |
| Affinity Investment Advisors, LLC | 7,423 | $562.5K | 0.47% | −2,091−22.0% | Reduced |
| Tectonic Advisors LLC | 7,390 | $560.0K | 0.04% | +326+4.6% | Added |
| Snowden Capital Advisors LLC | 7,374 | $558.8K | 0.02% | +937+14.6% | Added |
| Chicago Trust Co NA | 7,290 | $552.4K | 0.10% | −103−1.4% | Reduced |
| Sienna Gestion | 7,280 | $551.6K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,264 | $550.5K | 0.01% | +3,563+96.3% | Added |