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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 3,631 | $252.0K | 0.01% | +3,631 | New |
| 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 |
| JustInvest LLC | 3,561 | $247.0K | 0.02% | −387−9.8% | Reduced |
| Colony Group LLC | 3,452 | $240.0K | 0.00% | −115−3.2% | Reduced |
| Vestcor Inc | 3,405 | $236.0K | 0.01% | −487−12.5% | Reduced |
| Wealth Alliance | 3,402 | $236.0K | 0.05% | +95+2.9% | Added |
| PDT Partners, LLC | 3,400 | $236.0K | 0.02% | +3,400 | New |
| 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 |
| State of Michigan Retirement System | 3,300 | $229.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,250 | $226.0K | 0.00% | −119−3.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,244 | $225.0K | 0.03% | −18−0.6% | Reduced |
| American Century Companies Inc | 3,183 | $221.0K | 0.00% | +3,183 | New |
| Connable Office Inc | 3,175 | $220.0K | 0.03% | −225−6.6% | Reduced |
| Bayesian Capital Management, LP | 3,020 | $210.0K | 0.06% | +3,020 | New |
| American Portfolios Advisors | 2,976 | $206.5K | 0.01% | +2,181+274.3% | Added |
| MBM Wealth Consultants, LLC | 2,946 | $204.0K | 0.09% | +212+7.8% | Added |
| 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 |
| Carmignac Gestion | 2,837 | $197.0K | 0.00% | −1,972−41.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,786 | $193.0K | 0.03% | +155+5.9% | Added |
| Wolverine Asset Management LLC | 2,600 | $180.0K | 0.00% | +1,001+62.6% | Added |
| American International Group, Inc. | 2,497 | $173.0K | 0.00% | −304−10.9% | Reduced |
| Proequities, Inc. | 2,429 | $169.0K | 0.01% | +447+22.6% | Added |
| Centaurus Financial, Inc. | 2,410 | $167.0K | 0.01% | +76+3.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,129 | $147.0K | 0.00% | +1,720+420.5% | Added |
| BBVA USA | 1,830 | $127.0K | 0.01% | −877−32.4% | Reduced |
| Walleye Trading LLC | 1,567 | $109.0K | 0.00% | +1,567 | New |
| Simon Quick Advisors, LLC | 1,491 | $103.0K | 0.03% | +569+61.7% | Added |
| Nisa Investment Advisors, LLC | 1,400 | $97.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,168 | $81.0K | 0.00% | −2−0.2% | Reduced |
| Van Eck Associates Corp | 1,137 | $79.0K | 0.00% | +556+95.7% | Added |
| Caldwell Trust Co | 1,132 | $78.6K | 0.01% | −255−18.4% | Reduced |
| State of Wyoming | 1,101 | $76.0K | 0.05% | −134−10.9% | Reduced |
| Koshinski Asset Management, Inc. | 1,005 | $69.7K | 0.01% | +1,005 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 897 | $62.8K | 0.00% | +897 | New |
| Markston International LLC | 900 | $62.0K | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 814 | $57.0K | 0.01% | +53+7.0% | 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 |
| Penserra Capital Management LLC | 801 | $55.0K | 0.00% | +79+10.9% | Added |
| First Horizon Advisors, Inc. | 801 | $54.0K | 0.00% | −185−18.8% | Reduced |
| Tower Research Capital LLC (TRC) | 750 | $52.0K | 0.00% | +197+35.6% | Added |
| Brown Brothers Harriman & Co | 725 | $50.0K | 0.00% | +725 | New |
| Benjamin F. Edwards & Company, Inc. | 662 | $46.0K | 0.00% | +662 | New |
| Bellevue Asset Management, LLC | 628 | $44.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 515 | $36.0K | 0.00% | +60+13.2% | Added |
| 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 |
| Huntington National Bank | 463 | $32.0K | 0.00% | +463 | New |
| Fifth Third Bancorp | 439 | $30.0K | 0.00% | −15−3.3% | Reduced |
| Quadrant Capital Group LLC | 349 | $24.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 332 | $23.0K | 0.01% | +332 | New |
| Salem Investment Counselors Inc | 310 | $22.0K | 0.00% | −225−42.1% | Reduced |
| 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 |
| Advocacy Wealth Management Services, LLC | 291 | $20.0K | 0.00% | +90+44.8% | Added |
| Berman Capital Advisors, LLC | 275 | $19.0K | 0.00% | +36+15.1% | Added |
| 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 |
| NEXT Financial Group, Inc | 217 | $15.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Valley National Advisers Inc | 176 | $12.0K | 0.00% | +2+1.1% | Added |
| 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 |
| 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 |
| Front Row Advisors LLC | 133 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Consolidated Planning Corp | 99 | $7.00K | 0.00% | +99 | New |
| 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 |
| Glassman Wealth Services | 79 | $5.00K | 0.00% | +8+11.3% | Added |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 43 | $2.98K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 40 | $2.78K | 0.00% | +40 | New |
| Exane Derivatives | 32 | $2.22K | 0.00% | 00.0% | Unchanged |
| 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 |