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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 7,225 | $547.5K | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 7,170 | $543.3K | 0.00% | −300−4.0% | Reduced |
| Carret Asset Management, LLC | 7,091 | $537.4K | 0.06% | −409−5.5% | Reduced |
| EP Wealth Advisors, LLC | 7,003 | $530.7K | 0.00% | +139+2.0% | Added |
| Wetherby Asset Management Inc | 6,951 | $526.7K | 0.03% | −134−1.9% | Reduced |
| Colony Group, LLC | 6,931 | $525.3K | 0.00% | +4,009+137.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $513.2K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,748 | $511.4K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 6,648 | $503.8K | 0.01% | +6,648 | New |
| NorthCrest Asset Manangement, LLC | 6,503 | $492.8K | 0.01% | +613+10.4% | Added |
| Peninsula Wealth, LLC | 6,422 | $486.7K | 0.08% | 00.0% | Unchanged |
| CSS LLC | 6,350 | $481.2K | 0.03% | +6,350 | New |
| First Hawaiian Bank | 6,346 | $480.9K | 0.02% | −85−1.3% | Reduced |
| CenterBook Partners LP | 6,330 | $479.7K | 0.03% | −2,975−32.0% | Reduced |
| Stonegate Investment Group, LLC | 6,327 | $479.5K | 0.01% | +930+17.2% | Added |
| Jones Financial Companies LLLP | 6,321 | $479.0K | 0.00% | +1,482+30.6% | Added |
| Ossiam | 6,152 | $466.2K | 0.01% | +1,903+44.8% | Added |
| Graypoint LLC | 6,142 | $465.4K | 0.03% | −2,079−25.3% | Reduced |
| CIBC Private Wealth Group, LLC | 5,757 | $437.6K | 0.00% | −35−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 5,734 | $434.5K | 0.00% | −791−12.1% | Reduced |
| Trust Co of Vermont | 5,720 | $433.5K | 0.02% | −595−9.4% | Reduced |
| EntryPoint Capital, LLC | 5,702 | $432.1K | 0.18% | +5,702 | New |
| Qtron Investments LLC | 5,382 | $407.8K | 0.06% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 5,197 | $393.8K | 0.00% | −20,941−80.1% | Reduced |
| Machina Capital S.A.S. | 5,164 | $391.3K | 0.16% | −2,382−31.6% | Reduced |
| TownSquare Capital, LLC | 5,161 | $391.1K | 0.00% | +1,754+51.5% | Added |
| Warren Averett Asset Management, LLC | 5,056 | $383.1K | 0.01% | +5,056 | New |
| Mutual Advisors, LLC | 4,696 | $371.5K | 0.01% | −443−8.6% | Reduced |
| Sylvest Advisors, LLC | 4,812 | $364.7K | 0.22% | +4,812 | New |
| Alhambra Investment Partners LLC | 4,806 | $364.2K | 0.19% | +4,806 | New |
| Ci Investments Inc. | 4,773 | $362.0K | 0.00% | −4,601−49.1% | Reduced |
| Yousif Capital Management, LLC | 4,749 | $359.9K | 0.00% | +374+8.5% | Added |
| Merit Financial Group, LLC | 4,736 | $358.9K | 0.01% | +4,736 | New |
| O'Brien Greene & Co. Inc | 4,589 | $347.8K | 0.11% | +89+2.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,587 | $347.6K | 0.01% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,560 | $345.6K | 0.21% | +4,560 | New |
| Cary Street Partners Financial LLC | 4,533 | $343.5K | 0.01% | +4,533 | New |
| Net Worth Advisory Group | 4,495 | $340.7K | 0.10% | +29+0.6% | Added |
| Evercore Wealth Management, LLC | 4,460 | $338.0K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,438 | $336.3K | 0.01% | +4,438 | New |
| CIBC World Markets Inc. | 4,275 | $324.0K | 0.00% | −2,906−40.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,275 | $324.0K | 0.00% | −91,848−95.6% | Reduced |
| SG Americas Securities, LLC | 4,248 | $322.0K | 0.00% | +4,248 | New |
| Tower Research Capital LLC (TRC) | 4,244 | $321.6K | 0.01% | −2,221−34.4% | Reduced |
| Bleakley Financial Group, LLC | 4,202 | $318.4K | 0.01% | −26−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 4,202 | $318.4K | 0.05% | −125−2.9% | Reduced |
| UniSuper Management Pty Ltd | 4,200 | $318.3K | 0.00% | −1,200−22.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,087 | $309.7K | 0.02% | −3,014−42.4% | Reduced |
| Nicolet Bankshares Inc | 4,063 | $307.9K | 0.07% | −757−15.7% | Reduced |
| Old National Bancorp | 4,062 | $307.8K | 0.01% | −397−8.9% | Reduced |
| Fiduciary Trust Co | 3,930 | $297.8K | 0.00% | +511+14.9% | Added |
| New World Advisors LLC | 3,900 | $295.5K | 0.07% | −750−16.1% | Reduced |
| Chicago Partners Investment Group LLC | 3,819 | $290.3K | 0.01% | +3,819 | New |
| Transcend Wealth Collective, LLC | 3,822 | $289.6K | 0.02% | +451+13.4% | Added |
| MetLife Investment Management | 3,775 | $286.1K | 0.00% | +10+0.3% | Added |
| Vestcor Inc | 3,688 | $279.0K | 0.01% | −8−0.2% | Reduced |
| Motley Fool Asset Management LLC | 3,648 | $276.4K | 0.01% | +282+8.4% | Added |
| MeadowBrook Investment Advisors LLC | 3,610 | $273.6K | 0.24% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 3,600 | $272.8K | 0.03% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 3,566 | $270.2K | 0.01% | +6+0.2% | Added |
| Commerce Bank | 3,562 | $269.9K | 0.00% | +86+2.5% | Added |
| ASB Consultores, LLC | 3,550 | $269.0K | 0.11% | −1,350−27.6% | Reduced |
| Lake Street Advisors Group, LLC | 3,521 | $266.8K | 0.01% | −78−2.2% | Reduced |
| AlphaCore Capital LLC | 3,517 | $266.5K | 0.06% | −175−4.7% | Reduced |
| GeoWealth Management, LLC | 3,509 | $265.9K | 0.01% | +3,189+996.6% | Added |
| Advisory Services Network, LLC | 3,434 | $260.2K | 0.00% | −150−4.2% | Reduced |
| Sequoia Financial Advisors, LLC | 3,403 | $257.9K | 0.00% | −508,230−99.3% | Reduced |
| CWM Advisors, LLC | 3,403 | $257.9K | 0.03% | −438−11.4% | Reduced |
| Castleark Management LLC | 3,400 | $257.7K | 0.01% | −6,010−63.9% | Reduced |
| Grant Private Wealth Management Inc | 3,326 | $252.0K | 0.27% | +3,326 | New |
| Wealth Alliance | 3,302 | $250.2K | 0.03% | +106+3.3% | Added |
| Claret Asset Management Corp | 3,258 | $247.0K | 0.04% | +22+0.7% | Added |
| Foundations Investment Advisors, LLC | 3,249 | $246.2K | 0.00% | +171+5.6% | Added |
| Concurrent Investment Advisors, LLC | 3,220 | $244.0K | 0.01% | +245+8.2% | Added |
| Kera Capital Partners, Inc. | 3,198 | $242.3K | 0.07% | +3,198 | New |
| Wellington Management Group LLP | 3,193 | $242.0K | 0.00% | +161+5.3% | Added |
| Meixler Investment Management, Ltd. | 3,177 | $240.8K | 0.18% | −261−7.6% | Reduced |
| Fullcircle Wealth LLC | 2,667 | $236.2K | 0.10% | +2,667 | New |
| J.Safra Asset Management Corp | 3,084 | $233.3K | 0.02% | +2,090+210.3% | Added |
| Signaturefd, LLC | 3,079 | $233.3K | 0.00% | −15−0.5% | Reduced |
| Rehmann Capital Advisory Group | 3,070 | $232.6K | 0.01% | +16+0.5% | Added |
| Independent Financial Group, LLC | 3,062 | $232.0K | 0.01% | +5+0.2% | Added |
| Metis Global Partners, LLC | 3,025 | $229.2K | 0.01% | +200+7.1% | Added |
| Principal Securities, Inc. | 3,005 | $227.7K | 0.01% | +1,864+163.4% | Added |
| Legacy Capital Group California, Inc. | 3,003 | $227.6K | 0.07% | +164+5.8% | Added |
| Vident Advisory, LLC | 2,964 | $224.6K | 0.00% | +170+6.1% | Added |
| Sovereign Investment Advisors, LLC | 2,847 | $215.7K | 0.06% | +2,847 | New |
| Meeder Advisory Services, Inc. | 2,845 | $215.6K | 0.01% | +2,845 | New |
| Arkadios Wealth Advisors | 2,843 | $215.5K | 0.01% | +2,843 | New |
| Moneta Group Investment Advisors LLC | 2,841 | $215.3K | 0.00% | +2,841 | New |
| Venturi Wealth Management, LLC | 2,839 | $215.1K | 0.01% | +2,150+312.0% | Added |
| Boston Family Office LLC | 2,840 | $215.0K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,779 | $210.6K | 0.11% | +21+0.8% | Added |
| GAMMA Investing LLC | 2,749 | $208.3K | 0.02% | +385+16.3% | Added |
| Sky Investment Group LLC | 2,700 | $204.6K | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 2,692 | $204.0K | 0.00% | +2,692 | New |
| Hyperion Capital Advisors LP | 2,672 | $202.5K | 0.10% | +2,672 | New |
| Atria Wealth Solutions, Inc. | 2,645 | $200.4K | 0.00% | +2,645 | New |
| Global Strategic Investment Solutions, LLC | 2,643 | $200.3K | 0.02% | +2,643 | New |
| Guyasuta Investment Advisors Inc | 2,642 | $200.2K | 0.01% | +2,642 | New |