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, Q3 2021
Institutional positions in SS&C Technologies Holdings Inc as of Sep 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
- 507
- +30 vs. Q2 2021
- Shares held
- 209.4M
- −1.58M (−0.7%) vs. Q2 2021
- Total value
- $14.5B
- −$671.2M (−4.4%) vs. Q2 2021
- New holders
- 56
- 196 more added
- Sold out
- 26
- 178 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 6 | $0 | 0.00% | +6 | New |
| Allworth Financial LP | 2 | $0 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $1.00K | 0.00% | +4+100.0% | Added |
| Howe & Rusling Inc | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22 | $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 |
| Sonora Investment Management, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Meridian Wealth Partners, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 34 | $2.00K | 0.00% | +34 | New |
| Exane Derivatives | 32 | $2.22K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 40 | $2.78K | 0.00% | +40 | New |
| Bartlett & Co. Wealth Management LLC | 43 | $2.98K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 29 | $3.00K | 0.00% | −70,396−100.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 49 | $3.00K | 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 |
| Earnest Partners LLC | 63 | $4.00K | 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 |
| Baystate Wealth Management LLC | 56 | $4.00K | 0.00% | +56 | New |
| Red Tortoise LLC | 87 | $4.00K | 0.00% | +87 | New |
| Glassman Wealth Services | 79 | $5.00K | 0.00% | +8+11.3% | Added |
| 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% | 00.0% | Unchanged |
| Consolidated Planning Corp | 99 | $7.00K | 0.00% | +99 | New |
| TD Ameritrade Investment Management, LLC | 134 | $8.00K | 0.00% | +15+12.6% | Added |
| IFP Advisors, Inc | 121 | $8.00K | 0.00% | +50+70.4% | Added |
| Front Row Advisors LLC | 133 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 141 | $10.0K | 0.00% | −73−34.1% | Reduced |
| West Branch Capital LLC | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 140 | $10.0K | 0.00% | +140 | New |
| Carroll Financial Associates, Inc. | 172 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 154 | $11.0K | 0.00% | +154 | New |
| Valley National Advisers Inc | 176 | $12.0K | 0.00% | +2+1.1% | Added |
| NuWave Investment Management, LLC | 199 | $14.0K | 0.02% | −1,977−90.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 207 | $14.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 217 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 236 | $16.0K | 0.00% | −18−7.1% | Reduced |
| Whittier Trust Co | 234 | $16.0K | 0.00% | +24+11.4% | Added |
| Berman Capital Advisors, LLC | 275 | $19.0K | 0.00% | +36+15.1% | Added |
| Advocacy Wealth Management Services, LLC | 291 | $20.0K | 0.00% | +90+44.8% | Added |
| Steward Partners Investment Advisory, LLC | 307 | $21.0K | 0.00% | −36−10.5% | Reduced |
| Fred Alger Management, LLC | 302 | $21.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 310 | $22.0K | 0.00% | −225−42.1% | Reduced |
| Benjamin Edwards Inc | 332 | $23.0K | 0.01% | +332 | New |
| Quadrant Capital Group LLC | 349 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 439 | $30.0K | 0.00% | −15−3.3% | Reduced |
| Huntington National Bank | 463 | $32.0K | 0.00% | +463 | New |
| Altshuler Shaham Ltd | 505 | $35.0K | 0.00% | −50−9.0% | Reduced |
| Barrett Asset Management, LLC | 503 | $35.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 500 | $35.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 515 | $36.0K | 0.00% | +60+13.2% | Added |
| Bellevue Asset Management, LLC | 628 | $44.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 662 | $46.0K | 0.00% | +662 | New |
| Brown Brothers Harriman & Co | 725 | $50.0K | 0.00% | +725 | New |
| Tower Research Capital LLC (TRC) | 750 | $52.0K | 0.00% | +197+35.6% | Added |
| First Horizon Advisors, Inc. | 801 | $54.0K | 0.00% | −185−18.8% | Reduced |
| Penserra Capital Management LLC | 801 | $55.0K | 0.00% | +79+10.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $56.0K | 0.00% | −1,300−61.9% | Reduced |
| Financial Avengers, Inc. | 802 | $56.0K | 0.04% | −109−12.0% | Reduced |
| Jacobi Capital Management LLC | 814 | $57.0K | 0.01% | +53+7.0% | Added |
| Markston International LLC | 900 | $62.0K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 897 | $62.8K | 0.00% | +897 | New |
| Koshinski Asset Management, Inc. | 1,005 | $69.7K | 0.01% | +1,005 | New |
| State of Wyoming | 1,101 | $76.0K | 0.05% | −134−10.9% | Reduced |
| Caldwell Trust Co | 1,132 | $78.6K | 0.01% | −255−18.4% | Reduced |
| Van Eck Associates Corp | 1,137 | $79.0K | 0.00% | +556+95.7% | Added |
| Signaturefd, LLC | 1,168 | $81.0K | 0.00% | −2−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,400 | $97.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,491 | $103.0K | 0.03% | +569+61.7% | Added |
| Walleye Trading LLC | 1,567 | $109.0K | 0.00% | +1,567 | New |
| BBVA USA | 1,830 | $127.0K | 0.01% | −877−32.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,129 | $147.0K | 0.00% | +1,720+420.5% | Added |
| Centaurus Financial, Inc. | 2,410 | $167.0K | 0.01% | +76+3.3% | Added |
| Proequities, Inc. | 2,429 | $169.0K | 0.01% | +447+22.6% | Added |
| American International Group, Inc. | 2,497 | $173.0K | 0.00% | −304−10.9% | Reduced |
| Wolverine Asset Management LLC | 2,600 | $180.0K | 0.00% | +1,001+62.6% | Added |
| SRS Capital Advisors, Inc. | 2,786 | $193.0K | 0.03% | +155+5.9% | Added |
| Carmignac Gestion | 2,837 | $197.0K | 0.00% | −1,972−41.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,928 | $203.0K | 0.00% | −525−15.2% | Reduced |
| Catalyst Capital Advisors LLC | 2,920 | $203.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,946 | $204.0K | 0.09% | +212+7.8% | Added |
| American Portfolios Advisors | 2,976 | $206.5K | 0.01% | +2,181+274.3% | Added |
| Bayesian Capital Management, LP | 3,020 | $210.0K | 0.06% | +3,020 | New |
| Connable Office Inc | 3,175 | $220.0K | 0.03% | −225−6.6% | Reduced |
| American Century Companies Inc | 3,183 | $221.0K | 0.00% | +3,183 | New |
| Mount Yale Investment Advisors, LLC | 3,244 | $225.0K | 0.03% | −18−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,250 | $226.0K | 0.00% | −119−3.5% | Reduced |
| State of Michigan Retirement System | 3,300 | $229.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,378 | $234.0K | 0.00% | +243+7.8% | Added |
| Fox Run Management, L.L.C. | 3,370 | $234.0K | 0.15% | +3,370 | New |
| Vestcor Inc | 3,405 | $236.0K | 0.01% | −487−12.5% | Reduced |