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, Q2 2021
Institutional positions in SS&C Technologies Holdings Inc as of Jun 30, 2021. 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
- 483
- −2 vs. Q1 2021
- Shares held
- 211.2M
- +2.48M (+1.2%) vs. Q1 2021
- Total value
- $15.2B
- +$640.3M (+4.4%) vs. Q1 2021
- New holders
- 50
- 202 more added
- Sold out
- 52
- 161 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $0 | 0.00% | +4 | New |
| Enterprise Financial Services Corp | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Howe & Rusling Inc | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22 | $2.00K | 0.00% | +22 | New |
| Trustcore Financial Services, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Exane Derivatives | 32 | $2.34K | 0.00% | −35−52.2% | Reduced |
| HM Payson & Co | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 43 | $3.10K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $4.00K | 0.00% | −10−16.9% | Reduced |
| Glassman Wealth Services | 71 | $5.00K | 0.00% | +5+7.6% | Added |
| Earnest Partners LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 94 | $6.00K | 0.00% | +4+4.4% | Added |
| IFP Advisors, Inc | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 102 | $7.35K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 119 | $9.00K | 0.00% | −15−11.2% | Reduced |
| Front Row Advisors LLC | 133 | $10.0K | 0.00% | −10−7.0% | Reduced |
| Loomis Sayles & Co L P | 138 | $10.0K | 0.00% | +138 | New |
| West Branch Capital LLC | 140 | $10.0K | 0.00% | +140 | New |
| Whittier Trust Co of Nevada Inc | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 163 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 172 | $12.0K | 0.00% | +67+63.8% | Added |
| Valley National Advisers Inc | 174 | $13.0K | 0.00% | +82+89.1% | Added |
| Counterpoint Mutual Funds LLC | 180 | $13.0K | 0.01% | +180 | New |
| Advocacy Wealth Management Services, LLC | 201 | $14.0K | 0.00% | −72−26.4% | Reduced |
| Harbour Investments, Inc. | 214 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 210 | $15.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 207 | $15.0K | 0.00% | +195+1,625.0% | Added |
| NEXT Financial Group, Inc | 217 | $16.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 239 | $17.0K | 0.00% | +1+0.4% | Added |
| Private Capital Group, LLC | 254 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 302 | $22.0K | 0.00% | +302 | New |
| KB Financial Partners, LLC | 328 | $24.0K | 0.01% | −1−0.3% | Reduced |
| Quadrant Capital Group LLC | 349 | $25.0K | 0.00% | −40−10.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 343 | $25.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 409 | $30.0K | 0.00% | −873−68.1% | Reduced |
| PNC Managed Account Solutions, Inc. | 418 | $30.0K | 0.01% | +418 | New |
| Fifth Third Bancorp | 454 | $33.0K | 0.00% | −1,500−76.8% | Reduced |
| CWM, LLC | 457 | $33.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 455 | $33.0K | 0.00% | +96+26.7% | Added |
| Advisory Services Network, LLC | 452 | $33.0K | 0.00% | +452 | New |
| Barrett Asset Management, LLC | 503 | $36.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 500 | $36.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 535 | $39.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 553 | $40.0K | 0.00% | +111+25.1% | Added |
| Altshuler Shaham Ltd | 555 | $40.0K | 0.00% | +555 | New |
| Van Eck Associates Corp | 581 | $42.0K | 0.00% | +383+193.4% | Added |
| Bellevue Asset Management, LLC | 628 | $45.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 722 | $52.0K | 0.00% | +155+27.3% | Added |
| Jacobi Capital Management LLC | 761 | $55.0K | 0.01% | +59+8.4% | Added |
| American Portfolios Advisors | 795 | $57.3K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 900 | $65.0K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 922 | $66.0K | 0.02% | +2+0.2% | Added |
| Financial Avengers, Inc. | 911 | $66.0K | 0.04% | +2+0.2% | Added |
| Shell Asset Management Co | 944 | $68.0K | 0.00% | −422−30.9% | Reduced |
| First Horizon Advisors, Inc. | 986 | $70.0K | 0.00% | −48−4.6% | Reduced |
| Signaturefd, LLC | 1,170 | $84.0K | 0.00% | +181+18.3% | Added |
| Exos Asset Management LLC | 1,191 | $86.0K | 0.04% | +1,191 | New |
| State of Wyoming | 1,235 | $89.0K | 0.06% | +1,077+681.6% | Added |
| Caldwell Trust Co | 1,387 | $99.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,400 | $101.0K | 0.00% | −800−36.4% | Reduced |
| Wolverine Asset Management LLC | 1,599 | $115.0K | 0.00% | +1,599 | New |
| Strategic Blueprint, LLC | 1,953 | $141.0K | 0.02% | +1,953 | New |
| Proequities, Inc. | 1,982 | $143.0K | 0.01% | −112−5.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $151.0K | 0.01% | −300−12.5% | Reduced |
| NuWave Investment Management, LLC | 2,176 | $157.0K | 0.17% | +2,176 | New |
| Centaurus Financial, Inc. | 2,334 | $168.0K | 0.01% | +2,334 | New |
| PGGM Investments | 2,478 | $179.0K | 0.00% | +2,478 | New |
| NN Investment Partners Holdings N.V. | 2,500 | $180.0K | 0.00% | +2,500 | New |
| SRS Capital Advisors, Inc. | 2,631 | $190.0K | 0.03% | +2,631 | New |
| BBVA USA | 2,707 | $195.0K | 0.01% | +2,707 | New |
| MBM Wealth Consultants, LLC | 2,734 | $197.0K | 0.09% | +96+3.6% | Added |
| American International Group, Inc. | 2,801 | $202.0K | 0.00% | −379−11.9% | Reduced |
| Catalyst Capital Advisors LLC | 2,920 | $210.0K | 0.01% | +200+7.4% | Added |
| CIBC World Markets Inc. | 3,135 | $226.0K | 0.00% | +102+3.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,159 | $228.0K | 0.00% | −841−21.0% | Reduced |
| Kestra Advisory Services, LLC | 3,183 | $229.0K | 0.00% | +3,183 | New |
| Mount Yale Investment Advisors, LLC | 3,262 | $235.0K | 0.03% | +34+1.1% | Added |
| Park Avenue Securities LLC | 3,261 | $235.0K | 0.00% | +396+13.8% | Added |
| Wealth Alliance | 3,307 | $238.0K | 0.06% | +408+14.1% | Added |
| State of Michigan Retirement System | 3,300 | $238.0K | 0.00% | +3,300 | New |
| Cooper Financial Group | 3,335 | $240.0K | 0.05% | +135+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,369 | $243.0K | 0.00% | +224+7.1% | Added |
| Xponance, Inc. | 3,387 | $244.0K | 0.00% | −1,670−33.0% | Reduced |
| Connable Office Inc | 3,400 | $245.0K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,453 | $249.0K | 0.00% | −1,212−26.0% | Reduced |
| Mid Atlantic Financial Management Inc | 3,572 | $257.0K | 0.02% | −1,883−34.5% | Reduced |
| Colony Group LLC | 3,567 | $257.0K | 0.01% | +3,567 | New |