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 |
|---|---|---|---|---|---|
| BBVA USA | 2,707 | $195.0K | 0.01% | +2,707 | New |
| SRS Capital Advisors, Inc. | 2,631 | $190.0K | 0.03% | +2,631 | New |
| NN Investment Partners Holdings N.V. | 2,500 | $180.0K | 0.00% | +2,500 | New |
| PGGM Investments | 2,478 | $179.0K | 0.00% | +2,478 | New |
| Centaurus Financial, Inc. | 2,334 | $168.0K | 0.01% | +2,334 | New |
| NuWave Investment Management, LLC | 2,176 | $157.0K | 0.17% | +2,176 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $151.0K | 0.01% | −300−12.5% | Reduced |
| Proequities, Inc. | 1,982 | $143.0K | 0.01% | −112−5.3% | Reduced |
| Strategic Blueprint, LLC | 1,953 | $141.0K | 0.02% | +1,953 | New |
| Wolverine Asset Management LLC | 1,599 | $115.0K | 0.00% | +1,599 | New |
| Nisa Investment Advisors, LLC | 1,400 | $101.0K | 0.00% | −800−36.4% | Reduced |
| Caldwell Trust Co | 1,387 | $99.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,235 | $89.0K | 0.06% | +1,077+681.6% | Added |
| Exos Asset Management LLC | 1,191 | $86.0K | 0.04% | +1,191 | New |
| Signaturefd, LLC | 1,170 | $84.0K | 0.00% | +181+18.3% | Added |
| First Horizon Advisors, Inc. | 986 | $70.0K | 0.00% | −48−4.6% | Reduced |
| Shell Asset Management Co | 944 | $68.0K | 0.00% | −422−30.9% | Reduced |
| 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 |
| Markston International LLC | 900 | $65.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 795 | $57.3K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 761 | $55.0K | 0.01% | +59+8.4% | Added |
| Penserra Capital Management LLC | 722 | $52.0K | 0.00% | +155+27.3% | Added |
| Bellevue Asset Management, LLC | 628 | $45.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 581 | $42.0K | 0.00% | +383+193.4% | Added |
| Tower Research Capital LLC (TRC) | 553 | $40.0K | 0.00% | +111+25.1% | Added |
| Altshuler Shaham Ltd | 555 | $40.0K | 0.00% | +555 | New |
| Salem Investment Counselors Inc | 535 | $39.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| KB Financial Partners, LLC | 328 | $24.0K | 0.01% | −1−0.3% | Reduced |
| Fred Alger Management, LLC | 302 | $22.0K | 0.00% | +302 | New |
| Private Capital Group, LLC | 254 | $18.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 239 | $17.0K | 0.00% | +1+0.4% | Added |
| NEXT Financial Group, Inc | 217 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Advocacy Wealth Management Services, LLC | 201 | $14.0K | 0.00% | −72−26.4% | Reduced |
| Valley National Advisers Inc | 174 | $13.0K | 0.00% | +82+89.1% | Added |
| Counterpoint Mutual Funds LLC | 180 | $13.0K | 0.01% | +180 | New |
| 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 |
| Whittier Trust Co of Nevada Inc | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Ameritrade Investment Management, LLC | 119 | $9.00K | 0.00% | −15−11.2% | Reduced |
| West Paces Advisors Inc. | 102 | $7.35K | 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 |
| Glassman Wealth Services | 71 | $5.00K | 0.00% | +5+7.6% | Added |
| Earnest Partners LLC | 63 | $5.00K | 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 |
| Bartlett & Co. Wealth Management LLC | 43 | $3.10K | 0.00% | 00.0% | Unchanged |
| 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 |
| Exane Derivatives | 32 | $2.34K | 0.00% | −35−52.2% | Reduced |
| 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 |
| Enterprise Financial Services Corp | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $0 | 0.00% | +4 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −225,175−100.0% | Sold out |
| Lionstone Capital Management LLC | 0 | $0 | 0.00% | −193,540−100.0% | Sold out |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −106,703−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −98,063−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −88,587−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −83,000−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −54,975−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −46,600−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −41,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,405−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −16,350−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,574−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,262−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,974−100.0% | Sold out |
| Banbury Partners LLC | 0 | $0 | 0.00% | −11,584−100.0% | Sold out |