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, Q4 2021
Institutional positions in SS&C Technologies Holdings Inc as of Dec 31, 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
- 541
- +43 vs. Q3 2021
- Shares held
- 213.1M
- +4.44M (+2.1%) vs. Q3 2021
- Total value
- $17.5B
- +$2.98B (+20.6%) vs. Q3 2021
- New holders
- 92
- 213 more added
- Sold out
- 49
- 175 more reduced
9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q3 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% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 15 | $1.00K | 0.00% | +7+87.5% | Added |
| Cambridge Trust Co | 15 | $1.00K | 0.00% | +15 | New |
| Gradient Investments LLC | 14 | $1.00K | 0.00% | +14 | New |
| Lenox Wealth Advisors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Stephens Consulting, LLC | 20 | $1.64K | 0.00% | +20 | New |
| 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 |
| Albion Financial Group | 28 | $2.00K | 0.00% | +28 | New |
| Schubert & Co | 23 | $2.00K | 0.00% | +23 | New |
| Confluence Wealth Services, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Federated Hermes, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $3.00K | 0.00% | +42 | New |
| McCarthy Grittinger Financial Group, LLC | 40 | $3.28K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 58 | $5.00K | 0.00% | +5+9.4% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 73 | $6.00K | 0.00% | +73 | New |
| TD Waterhouse Canada Inc. | 71 | $6.68K | 0.00% | +71 | New |
| TCI Wealth Advisors, Inc. | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 88 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 94 | $8.00K | 0.00% | −369−79.7% | Reduced |
| NuWave Investment Management, LLC | 94 | $8.00K | 0.01% | −105−52.8% | Reduced |
| Northwest Investment Counselors, LLC | 100 | $8.00K | 0.00% | +100 | New |
| IFP Advisors, Inc | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 120 | $10.0K | 0.00% | +120 | New |
| Guardian Wealth Management, Inc. | 127 | $10.0K | 0.01% | +127 | New |
| Exane Derivatives | 132 | $10.8K | 0.00% | +100+312.5% | Added |
| Harbour Investments, Inc. | 130 | $11.0K | 0.00% | −11−7.8% | Reduced |
| West Branch Capital LLC | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 144 | $12.0K | 0.00% | +11+8.3% | Added |
| Whittier Trust Co of Nevada Inc | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 159 | $13.0K | 0.00% | +159 | New |
| Carroll Financial Associates, Inc. | 172 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 169 | $14.0K | 0.00% | +90+113.9% | Added |
| Allworth Financial LP | 201 | $16.0K | 0.00% | +199+9,950.0% | Added |
| Carolinas Wealth Consulting LLC | 204 | $17.0K | 0.00% | +204 | New |
| Whittier Trust Co | 234 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 236 | $19.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 246 | $20.0K | 0.00% | +29+13.4% | Added |
| Advocacy Wealth Management Services, LLC | 291 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 304 | $25.0K | 0.00% | −135−30.8% | Reduced |
| Salem Investment Counselors Inc | 310 | $25.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 307 | $25.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 344 | $28.0K | 0.03% | +344 | New |
| Standard Family Office LLC | 372 | $30.0K | 0.27% | +372 | New |
| KB Financial Partners, LLC | 365 | $30.0K | 0.01% | +365 | New |
| Benjamin Edwards Inc | 375 | $31.0K | 0.01% | +43+13.0% | Added |
| Washington Trust Advisors, Inc. | 391 | $32.0K | 0.00% | +391 | New |
| Raleigh Capital Management Inc. | 400 | $33.0K | 0.03% | +400 | New |
| Newbridge Financial Services Group, Inc. | 416 | $34.0K | 0.02% | +416 | New |
| Covestor Ltd | 421 | $35.0K | 0.05% | +421 | New |
| Quadrant Capital Group LLC | 487 | $40.0K | 0.00% | +138+39.5% | Added |
| CWM, LLC | 492 | $40.0K | 0.00% | +492 | New |
| Mystic Asset Management, Inc. | 500 | $40.0K | 0.02% | +500 | New |
| Altshuler Shaham Ltd | 551 | $45.0K | 0.00% | +46+9.1% | Added |
| Barrett Asset Management, LLC | 553 | $45.0K | 0.00% | +50+9.9% | Added |
| EverSource Wealth Advisors, LLC | 593 | $48.0K | 0.01% | +593 | New |
| Bellevue Asset Management, LLC | 628 | $51.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 654 | $54.0K | 0.02% | +654 | New |
| National Bank of Canada | 726 | $59.0K | 0.00% | +726 | New |
| Tower Research Capital LLC (TRC) | 726 | $60.0K | 0.00% | −24−3.2% | Reduced |
| First Horizon Advisors, Inc. | 817 | $65.0K | 0.00% | +16+2.0% | Added |
| Parallel Advisors, LLC | 798 | $65.0K | 0.00% | +283+55.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $66.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 804 | $66.0K | 0.04% | +2+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 797 | $66.0K | 0.03% | +797 | New |
| Markston International LLC | 900 | $74.0K | 0.07% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 927 | $76.0K | 0.02% | −564−37.8% | Reduced |
| Penserra Capital Management LLC | 1,001 | $82.0K | 0.00% | +200+25.0% | Added |
| Koshinski Asset Management, Inc. | 1,034 | $84.8K | 0.01% | +29+2.9% | Added |
| Assetmark, Inc | 1,079 | $88.0K | 0.00% | +939+670.7% | Added |
| State of Wyoming | 1,103 | $91.0K | 0.04% | +2+0.2% | Added |
| Caldwell Trust Co | 1,132 | $92.8K | 0.01% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,203 | $98.0K | 0.05% | +1,203 | New |
| Signaturefd, LLC | 1,336 | $110.0K | 0.00% | +168+14.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,392 | $114.0K | 0.01% | +730+110.3% | Added |
| Clearstead Advisors, LLC | 1,565 | $128.0K | 0.01% | +1,565 | New |
| Valley National Advisers Inc | 1,801 | $148.0K | 0.03% | +1,625+923.3% | Added |
| First Manhattan Co | 1,951 | $159.0K | 0.00% | −1,775−47.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,000 | $160.0K | 0.00% | +600+42.9% | Added |
| Retirement Planning Co of New England, Inc. | 1,975 | $161.0K | 0.08% | +1,975 | New |
| AIA Group Ltd | 2,177 | $178.0K | 0.01% | +2,177 | New |
| Van Eck Associates Corp | 2,180 | $179.0K | 0.00% | +1,043+91.7% | Added |
| Centaurus Financial, Inc. | 2,334 | $191.0K | 0.01% | −76−3.2% | Reduced |
| Spire Wealth Management | 2,387 | $196.0K | 0.00% | +2,387 | New |
| American International Group, Inc. | 2,408 | $197.0K | 0.00% | −89−3.6% | Reduced |
| Venator Management LLC | 2,450 | $201.0K | 0.05% | −62,002−96.2% | Reduced |
| MBM Wealth Consultants, LLC | 2,946 | $204.0K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 2,577 | $211.0K | 0.01% | +148+6.1% | Added |
| Petrus Trust Company, LTA | 2,573 | $211.0K | 0.02% | +2,573 | New |
| Wolverine Asset Management LLC | 2,600 | $213.0K | 0.00% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 2,672 | $219.0K | 0.05% | +2,672 | New |
| Wealth Alliance | 2,768 | $227.0K | 0.05% | −634−18.6% | Reduced |