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 |
|---|---|---|---|---|---|
| Wealth Alliance | 3,402 | $236.0K | 0.05% | +95+2.9% | Added |
| PDT Partners, LLC | 3,400 | $236.0K | 0.02% | +3,400 | New |
| Colony Group LLC | 3,452 | $240.0K | 0.00% | −115−3.2% | Reduced |
| JustInvest LLC | 3,561 | $247.0K | 0.02% | −387−9.8% | Reduced |
| Cooper Financial Group | 3,609 | $250.0K | 0.05% | +274+8.2% | Added |
| Park Avenue Securities LLC | 3,608 | $250.0K | 0.01% | +347+10.6% | Added |
| Walleye Capital LLC | 3,631 | $252.0K | 0.01% | +3,631 | New |
| Greenleaf Trust | 3,661 | $254.0K | 0.00% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 3,696 | $257.0K | 0.00% | +3,696 | New |
| First Manhattan Co | 3,726 | $258.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 3,760 | $261.0K | 0.03% | −214−5.4% | Reduced |
| Trexquant Investment LP | 3,819 | $265.0K | 0.02% | −9,369−71.0% | Reduced |
| McIlrath & Eck, LLC | 3,960 | $275.0K | 0.08% | −703−15.1% | Reduced |
| Banque Cantonale Vaudoise | 4,015 | $278.0K | 0.01% | 00.0% | Unchanged |
| World Asset Management Inc | 4,013 | $279.0K | 0.03% | −239−5.6% | Reduced |
| Sky Investment Group LLC | 4,050 | $281.0K | 0.06% | −50−1.2% | Reduced |
| Proficio Capital Partners LLC | 4,119 | $286.0K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 4,125 | $286.0K | 0.01% | +45+1.1% | Added |
| MAI Capital Management | 4,258 | $296.0K | 0.01% | +78+1.9% | Added |
| Avestar Capital, LLC | 4,299 | $298.0K | 0.06% | +262+6.5% | Added |
| Kestra Advisory Services, LLC | 4,375 | $304.0K | 0.00% | +1,192+37.4% | Added |
| Quilter Plc | 4,395 | $305.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,451 | $309.0K | 0.01% | +63+1.4% | Added |
| Metropolitan Life Insurance Co | 4,457 | $309.3K | 0.00% | −179−3.9% | Reduced |
| Vontobel Holding Ltd. | 4,632 | $321.0K | 0.00% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 4,708 | $327.0K | 0.03% | +4,708 | New |
| Global Financial Private Client, LLC | 4,686 | $329.3K | 0.17% | +337+7.7% | Added |
| Kestra Private Wealth Services, LLC | 4,768 | $331.0K | 0.02% | +92+2.0% | Added |
| Equitable Trust Co | 4,874 | $339.0K | 0.02% | −71−1.4% | Reduced |
| MML Investors Services, LLC | 4,896 | $340.0K | 0.00% | −31−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 5,047 | $350.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,048 | $350.3K | 0.02% | +67+1.3% | Added |
| CWM Advisors, LLC | 5,087 | $353.0K | 0.04% | −12,347−70.8% | Reduced |
| Yorktown Management & Research Co Inc | 5,100 | $354.0K | 0.27% | 00.0% | Unchanged |
| Globeflex Capital L P | 5,123 | $356.0K | 0.08% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,152 | $358.0K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 5,188 | $360.0K | 0.00% | −40−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,215 | $362.0K | 0.01% | +465+9.8% | Added |
| Symmetry Partners, LLC | 5,225 | $365.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 6,512 | $368.0K | 0.42% | −940−12.6% | Reduced |
| Lincoln National Corp | 5,363 | $372.0K | 0.01% | +51+1.0% | Added |
| Pearl River Capital, LLC | 5,420 | $376.0K | 0.10% | −7,243−57.2% | Reduced |
| Flputnam Investment Management Co | 5,490 | $381.0K | 0.01% | +5,490 | New |
| Community Capital Management, Inc. | 5,500 | $382.0K | 0.40% | +5,500 | New |
| FDx Advisors, Inc. | 5,625 | $390.0K | 0.01% | +261+4.9% | Added |
| Centiva Capital, LP | 5,632 | $391.0K | 0.03% | +5,632 | New |
| Inspire Advisors, LLC | 5,680 | $394.0K | 0.12% | +54+1.0% | Added |
| Nicolet Bankshares Inc | 5,680 | $394.0K | 0.10% | +160+2.9% | Added |
| Commonwealth Equity Services, LLC | 5,719 | $396.0K | 0.00% | −404−6.6% | Reduced |
| Creative Planning | 5,758 | $400.0K | 0.00% | +5,758 | New |
| Wolverine Trading, LLC | 5,866 | $411.0K | 0.01% | +5,866 | New |
| Anchor Investment Management, LLC | 5,983 | $415.2K | 0.06% | −535−8.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,036 | $418.0K | 0.04% | +1,520+33.7% | Added |
| IBM Retirement Fund | 6,293 | $437.0K | 0.03% | +41+0.7% | Added |
| 9258 Wealth Management, LLC | 6,332 | $439.0K | 0.12% | +5+0.1% | Added |
| Guggenheim Capital LLC | 6,395 | $444.0K | 0.00% | −523−7.6% | Reduced |
| Psagot Investment House Ltd. | 6,444 | $447.0K | 0.08% | −10.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,444 | $447.0K | 0.08% | +6,444 | New |
| Federation des caisses Desjardins du Quebec | 6,514 | $451.6K | 0.00% | +606+10.3% | Added |
| Pendal Group Limited | 6,714 | $466.0K | 0.00% | −16,349−70.9% | Reduced |
| Pzena Investment Management LLC | 6,812 | $473.0K | 0.00% | +240+3.7% | Added |
| 44 Wealth Management LLC | 7,107 | $493.0K | 0.19% | −38−0.5% | Reduced |
| Cetera Investment Advisers | 7,141 | $496.0K | 0.01% | −1,065−13.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 7,172 | $498.0K | 0.01% | +763+11.9% | Added |
| Cetera Advisor Networks LLC | 7,231 | $502.0K | 0.01% | +7,231 | New |
| Pinebridge Investments, L.P. | 7,346 | $510.0K | 0.01% | +274+3.9% | Added |
| Voloridge Investment Management, LLC | 7,385 | $513.0K | 0.00% | −28,804−79.6% | Reduced |
| Ropes Wealth Advisors LLC | 7,435 | $516.0K | 0.08% | +7,435 | New |
| M&T Bank Corp | 7,486 | $520.0K | 0.00% | −244−3.2% | Reduced |
| Hillsdale Investment Management Inc. | 7,620 | $528.0K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 7,940 | $551.0K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 7,999 | $555.0K | 0.02% | −85−1.1% | Reduced |
| AlphaMark Advisors, LLC | 8,042 | $558.0K | 0.20% | +430+5.6% | Added |
| Private Trust Co NA | 8,530 | $592.0K | 0.09% | −173−2.0% | Reduced |
| Commerce Bank | 8,584 | $596.0K | 0.00% | +1,846+27.4% | Added |
| Forsta Ap-Fonden | 9,100 | $632.0K | 0.01% | +9,100 | New |
| Moody Lynn & Lieberson, LLC | 9,185 | $637.0K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,287 | $645.0K | 0.01% | +8,343+883.8% | Added |
| Ergoteles LLC | 9,369 | $650.0K | 0.02% | −10,667−53.2% | Reduced |
| Seeyond | 9,393 | $651.0K | 0.06% | −96−1.0% | Reduced |
| Allstate Corp | 9,757 | $677.0K | 0.03% | −467−4.6% | Reduced |
| Achmea Investment Management B.V. | 9,863 | $685.0K | 0.02% | +403+4.3% | Added |
| Seascape Capital Management | 9,966 | $692.0K | 0.35% | +1,138+12.9% | Added |
| Cumberland Partners Ltd | 10,000 | $694.0K | 0.06% | +10,000 | New |
| CIBC Asset Management Inc | 10,335 | $717.0K | 0.00% | +738+7.7% | Added |
| Redpoint Investment Management Pty Ltd | 10,371 | $720.0K | 0.06% | −888−7.9% | Reduced |
| Principal Street Partners, LLC | 10,690 | $742.0K | 0.20% | −4,736−30.7% | Reduced |
| Gyon Technologies Capital Management, LP | 10,692 | $742.0K | 0.20% | +780+7.9% | Added |
| Rockbridge Investment Management, LCC | 11,173 | $775.0K | 0.13% | +254+2.3% | Added |
| Group One Trading, L.P. | 11,208 | $778.0K | 0.02% | +11,208 | New |
| Veritable, L.P. | 11,390 | $790.0K | 0.01% | +76+0.7% | Added |
| Blair William & Co | 11,457 | $795.0K | 0.00% | −1,408−10.9% | Reduced |
| Accurate Wealth Management, LLC | 7,104 | $800.0K | 0.70% | +7,104 | New |
| ProShare Advisors LLC | 11,666 | $810.0K | 0.00% | −217−1.8% | Reduced |
| Schroder Investment Management Group | 11,769 | $817.0K | 0.00% | +1,238+11.8% | Added |
| Burney Co | 11,875 | $824.0K | 0.04% | −228−1.9% | Reduced |
| Salvus Wealth Management, LLC | 12,067 | $837.0K | 0.68% | +631+5.5% | Added |
| Jackson Creek Investment Advisors LLC | 12,219 | $848.0K | 0.31% | +2,704+28.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,452 | $864.0K | 0.05% | −246−1.9% | Reduced |
| Ayrshire Capital Management LLC | 13,338 | $926.0K | 0.52% | +32+0.2% | Added |