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 |
|---|---|---|---|---|---|
| American Trust | 2,771 | $227.0K | 0.02% | +2,771 | New |
| SRS Capital Advisors, Inc. | 2,819 | $231.0K | 0.03% | +33+1.2% | Added |
| Tokio Marine Asset Management Co Ltd | 2,822 | $231.0K | 0.02% | +2,822 | New |
| Vestcor Inc | 2,835 | $232.0K | 0.01% | −570−16.7% | Reduced |
| Catalyst Capital Advisors LLC | 2,920 | $239.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,014 | $247.0K | 0.00% | +3,014 | New |
| Carmignac Gestion | 3,025 | $248.0K | 0.00% | +188+6.6% | Added |
| Curated Wealth Partners LLC | 3,085 | $251.0K | 0.08% | +3,085 | New |
| American Portfolios Advisors | 3,167 | $259.6K | 0.01% | +191+6.4% | Added |
| Connable Office Inc | 3,175 | $260.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,190 | $262.0K | 0.01% | −48,627−93.8% | Reduced |
| Change Path, LLC | 3,200 | $262.0K | 0.01% | +3,200 | New |
| Cambridge Investment Research Advisors, Inc. | 3,254 | $267.0K | 0.00% | +4+0.1% | Added |
| CIBC Private Wealth Group, LLC | 3,264 | $268.0K | 0.00% | +336+11.5% | Added |
| Watershed Asset Management, L.L.C. | 3,531 | $289.0K | 0.26% | +3,531 | New |
| Mount Yale Investment Advisors, LLC | 3,578 | $293.0K | 0.03% | +334+10.3% | Added |
| Colony Group LLC | 3,626 | $297.0K | 0.01% | +174+5.0% | Added |
| Graham Capital Management, L.P. | 3,624 | $297.0K | 0.02% | +3,624 | New |
| Cooper Financial Group | 3,641 | $298.0K | 0.11% | +32+0.9% | Added |
| IBM Retirement Fund | 3,705 | $304.0K | 0.04% | −2,588−41.1% | Reduced |
| American Century Companies Inc | 3,791 | $311.0K | 0.00% | +608+19.1% | Added |
| Park Avenue Securities LLC | 3,855 | $316.0K | 0.01% | +247+6.8% | Added |
| Campbell & CO Investment Adviser LLC | 3,900 | $320.0K | 0.11% | +3,900 | New |
| Jump Financial, LLC | 3,900 | $320.0K | 0.02% | +3,900 | New |
| Banque Cantonale Vaudoise | 4,015 | $329.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 4,045 | $332.0K | 0.01% | −80−1.9% | Reduced |
| Sky Investment Group LLC | 4,050 | $332.0K | 0.07% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,056 | $333.0K | 0.01% | +4,056 | New |
| McIlrath & Eck, LLC | 4,095 | $336.0K | 0.09% | +135+3.4% | Added |
| Proficio Capital Partners LLC | 4,114 | $337.0K | 0.05% | −5−0.1% | Reduced |
| Marshall Financial Group LLC | 4,105 | $337.0K | 0.12% | +4,105 | New |
| Cerity Partners LLC | 4,282 | $352.0K | 0.01% | +4,282 | New |
| Yousif Capital Management, LLC | 4,320 | $354.0K | 0.00% | +4,320 | New |
| Dynamic Technology Lab Private Ltd | 4,360 | $357.0K | 0.04% | −26,350−85.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,371 | $358.0K | 0.03% | −1,665−27.6% | Reduced |
| Avestar Capital, LLC | 4,466 | $366.0K | 0.07% | +167+3.9% | Added |
| Metropolitan Life Insurance Co | 4,470 | $366.5K | 0.00% | +13+0.3% | Added |
| Manufacturers Life Insurance Company, The | 4,583 | $376.0K | 0.00% | −464−9.2% | Reduced |
| Vontobel Holding Ltd. | 4,632 | $381.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,722 | $387.0K | 0.00% | +4,722 | New |
| Williams Jones Wealth Management, LLC. | 4,750 | $389.0K | 0.00% | −465−8.9% | Reduced |
| Global Financial Private Client, LLC | 4,775 | $391.5K | 0.19% | +89+1.9% | Added |
| Kestra Private Wealth Services, LLC | 4,788 | $393.0K | 0.02% | +20+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,796 | $394.0K | 0.01% | +4,796 | New |
| Fiera Capital Corp | 4,892 | $401.0K | 0.00% | −31,973−86.7% | Reduced |
| CIBC World Markets Inc. | 4,920 | $403.0K | 0.00% | +1,542+45.6% | Added |
| CWM Advisors, LLC | 4,936 | $405.0K | 0.05% | −151−3.0% | Reduced |
| Aigen Investment Management, LP | 5,054 | $406.0K | 0.02% | +5,054 | New |
| Nicolet Bankshares Inc | 4,975 | $408.0K | 0.09% | −705−12.4% | Reduced |
| Kestra Advisory Services, LLC | 5,000 | $410.0K | 0.00% | +625+14.3% | Added |
| Anchor Investment Management, LLC | 5,008 | $410.6K | 0.05% | −975−16.3% | Reduced |
| Greenleaf Trust | 5,009 | $411.0K | 0.00% | +1,348+36.8% | Added |
| GW&K Investment Management, LLC | 5,103 | $418.0K | 0.00% | −85−1.6% | Reduced |
| Yorktown Management & Research Co Inc | 5,100 | $418.0K | 0.28% | 00.0% | Unchanged |
| Globeflex Capital L P | 5,123 | $420.0K | 0.09% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,152 | $422.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,225 | $428.0K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 5,289 | $434.0K | 0.01% | −74−1.4% | Reduced |
| MAI Capital Management | 5,335 | $437.0K | 0.01% | +1,077+25.3% | Added |
| Waratah Capital Advisors Ltd. | 5,512 | $452.0K | 0.02% | +5,512 | New |
| FDx Advisors, Inc. | 5,811 | $476.0K | 0.01% | +186+3.3% | Added |
| Creative Planning | 5,834 | $478.0K | 0.00% | +76+1.3% | Added |
| MML Investors Services, LLC | 5,951 | $488.0K | 0.00% | +1,055+21.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,987 | $491.0K | 0.12% | +5,987 | New |
| 9258 Wealth Management, LLC | 6,337 | $520.0K | 0.12% | +5+0.1% | Added |
| Teza Capital Management LLC | 6,356 | $521.0K | 0.14% | +6,356 | New |
| Seven Eight Capital, LP | 6,364 | $522.0K | 0.09% | −47,256−88.1% | Reduced |
| Twinbeech Capital LP | 6,410 | $525.0K | 0.03% | −69,324−91.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,437 | $528.0K | 0.10% | −7−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,514 | $533.7K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 6,546 | $537.0K | 0.21% | +6,546 | New |
| Cetera Advisor Networks LLC | 6,809 | $558.0K | 0.01% | −422−5.8% | Reduced |
| Commonwealth Equity Services, LLC | 6,851 | $561.0K | 0.00% | +1,132+19.8% | Added |
| Umb Bank N A | 6,865 | $562.0K | 0.01% | +6,865 | New |
| 44 Wealth Management LLC | 7,015 | $575.0K | 0.20% | −92−1.3% | Reduced |
| Cetera Investment Advisers | 7,138 | $585.0K | 0.01% | −30.0% | Reduced |
| Qtron Investments LLC | 7,571 | $621.0K | 0.14% | +7,571 | New |
| Hillsdale Investment Management Inc. | 7,720 | $633.0K | 0.04% | +100+1.3% | Added |
| M&T Bank Corp | 7,737 | $635.0K | 0.00% | +251+3.4% | Added |
| Carret Asset Management, LLC | 7,915 | $649.0K | 0.07% | −25−0.3% | Reduced |
| AlphaCrest Capital Management LLC | 7,961 | $653.0K | 0.02% | −23,913−75.0% | Reduced |
| AlphaMark Advisors, LLC | 8,107 | $665.0K | 0.23% | +65+0.8% | Added |
| Private Trust Co NA | 8,528 | $699.0K | 0.10% | −20.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 8,824 | $723.0K | 0.06% | −1,547−14.9% | Reduced |
| Shell Asset Management Co | 8,933 | $732.0K | 0.02% | −354−3.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,203 | $754.0K | 0.05% | +18+0.2% | Added |
| Old National Bancorp | 9,258 | $758.0K | 0.03% | +1,259+15.7% | Added |
| Raymond James Trust N.A. | 9,248 | $758.0K | 0.02% | +4,797+107.8% | Added |
| Seeyond | 9,393 | $770.0K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,104 | $800.0K | 0.66% | 00.0% | Unchanged |
| CenterBook Partners LP | 9,761 | $800.0K | 0.47% | +9,761 | New |
| Seascape Capital Management | 10,103 | $828.0K | 0.39% | +137+1.4% | Added |
| State of Michigan Retirement System | 10,570 | $867.0K | 0.00% | +7,270+220.3% | Added |
| Jane Street Group, LLC | 10,793 | $885.0K | 0.00% | −16,112−59.9% | Reduced |
| Commerce Bank | 10,864 | $890.0K | 0.01% | +2,280+26.6% | Added |
| Rockbridge Investment Management, LCC | 10,950 | $898.0K | 0.13% | −223−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,298 | $926.0K | 0.00% | +9,169+430.7% | Added |
| CIBC Asset Management Inc | 11,500 | $943.0K | 0.00% | +1,165+11.3% | Added |
| SG Americas Securities, LLC | 11,618 | $952.0K | 0.01% | −5,161−30.8% | Reduced |
| Burney Co | 11,815 | $969.0K | 0.04% | −60−0.5% | Reduced |