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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 4,750 | $389.0K | 0.00% | −465−8.9% | Reduced |
| Loomis Sayles & Co L P | 4,722 | $387.0K | 0.00% | +4,722 | New |
| Vontobel Holding Ltd. | 4,632 | $381.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,583 | $376.0K | 0.00% | −464−9.2% | Reduced |
| Metropolitan Life Insurance Co | 4,470 | $366.5K | 0.00% | +13+0.3% | Added |
| Avestar Capital, LLC | 4,466 | $366.0K | 0.07% | +167+3.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 4,371 | $358.0K | 0.03% | −1,665−27.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,360 | $357.0K | 0.04% | −26,350−85.8% | Reduced |
| Yousif Capital Management, LLC | 4,320 | $354.0K | 0.00% | +4,320 | New |
| Cerity Partners LLC | 4,282 | $352.0K | 0.01% | +4,282 | New |
| 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 |
| McIlrath & Eck, LLC | 4,095 | $336.0K | 0.09% | +135+3.4% | Added |
| Fulton Bank, N.A. | 4,056 | $333.0K | 0.01% | +4,056 | New |
| 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 |
| Banque Cantonale Vaudoise | 4,015 | $329.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Park Avenue Securities LLC | 3,855 | $316.0K | 0.01% | +247+6.8% | Added |
| American Century Companies Inc | 3,791 | $311.0K | 0.00% | +608+19.1% | Added |
| IBM Retirement Fund | 3,705 | $304.0K | 0.04% | −2,588−41.1% | Reduced |
| Cooper Financial Group | 3,641 | $298.0K | 0.11% | +32+0.9% | 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 |
| Mount Yale Investment Advisors, LLC | 3,578 | $293.0K | 0.03% | +334+10.3% | Added |
| Watershed Asset Management, L.L.C. | 3,531 | $289.0K | 0.26% | +3,531 | New |
| CIBC Private Wealth Group, LLC | 3,264 | $268.0K | 0.00% | +336+11.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,254 | $267.0K | 0.00% | +4+0.1% | Added |
| 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 |
| Connable Office Inc | 3,175 | $260.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,167 | $259.6K | 0.01% | +191+6.4% | Added |
| Curated Wealth Partners LLC | 3,085 | $251.0K | 0.08% | +3,085 | New |
| Carmignac Gestion | 3,025 | $248.0K | 0.00% | +188+6.6% | Added |
| Private Advisor Group, LLC | 3,014 | $247.0K | 0.00% | +3,014 | New |
| Catalyst Capital Advisors LLC | 2,920 | $239.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,835 | $232.0K | 0.01% | −570−16.7% | Reduced |
| 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 |
| Wealth Alliance | 2,768 | $227.0K | 0.05% | −634−18.6% | Reduced |
| American Trust | 2,771 | $227.0K | 0.02% | +2,771 | New |
| Hyperion Capital Advisors LP | 2,672 | $219.0K | 0.05% | +2,672 | New |
| Wolverine Asset Management LLC | 2,600 | $213.0K | 0.00% | 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 |
| MBM Wealth Consultants, LLC | 2,946 | $204.0K | 0.08% | 00.0% | Unchanged |
| Venator Management LLC | 2,450 | $201.0K | 0.05% | −62,002−96.2% | Reduced |
| American International Group, Inc. | 2,408 | $197.0K | 0.00% | −89−3.6% | Reduced |
| Spire Wealth Management | 2,387 | $196.0K | 0.00% | +2,387 | New |
| Centaurus Financial, Inc. | 2,334 | $191.0K | 0.01% | −76−3.2% | Reduced |
| Van Eck Associates Corp | 2,180 | $179.0K | 0.00% | +1,043+91.7% | Added |
| AIA Group Ltd | 2,177 | $178.0K | 0.01% | +2,177 | New |
| Retirement Planning Co of New England, Inc. | 1,975 | $161.0K | 0.08% | +1,975 | New |
| Nisa Investment Advisors, LLC | 2,000 | $160.0K | 0.00% | +600+42.9% | Added |
| First Manhattan Co | 1,951 | $159.0K | 0.00% | −1,775−47.6% | Reduced |
| Valley National Advisers Inc | 1,801 | $148.0K | 0.03% | +1,625+923.3% | Added |
| Clearstead Advisors, LLC | 1,565 | $128.0K | 0.01% | +1,565 | New |
| Benjamin F. Edwards & Company, Inc. | 1,392 | $114.0K | 0.01% | +730+110.3% | Added |
| Signaturefd, LLC | 1,336 | $110.0K | 0.00% | +168+14.4% | Added |
| GraniteShares Advisors LLC | 1,203 | $98.0K | 0.05% | +1,203 | New |
| Caldwell Trust Co | 1,132 | $92.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,103 | $91.0K | 0.04% | +2+0.2% | Added |
| Assetmark, Inc | 1,079 | $88.0K | 0.00% | +939+670.7% | Added |
| Koshinski Asset Management, Inc. | 1,034 | $84.8K | 0.01% | +29+2.9% | Added |
| Penserra Capital Management LLC | 1,001 | $82.0K | 0.00% | +200+25.0% | Added |
| Simon Quick Advisors, LLC | 927 | $76.0K | 0.02% | −564−37.8% | Reduced |
| Markston International LLC | 900 | $74.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| 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 |
| Tower Research Capital LLC (TRC) | 726 | $60.0K | 0.00% | −24−3.2% | Reduced |
| National Bank of Canada | 726 | $59.0K | 0.00% | +726 | New |
| Dark Forest Capital Management LP | 654 | $54.0K | 0.02% | +654 | New |
| Bellevue Asset Management, LLC | 628 | $51.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 593 | $48.0K | 0.01% | +593 | 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 |
| 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 |
| Covestor Ltd | 421 | $35.0K | 0.05% | +421 | New |
| Newbridge Financial Services Group, Inc. | 416 | $34.0K | 0.02% | +416 | New |
| Raleigh Capital Management Inc. | 400 | $33.0K | 0.03% | +400 | New |
| Washington Trust Advisors, Inc. | 391 | $32.0K | 0.00% | +391 | New |
| Benjamin Edwards Inc | 375 | $31.0K | 0.01% | +43+13.0% | Added |
| Standard Family Office LLC | 372 | $30.0K | 0.27% | +372 | New |
| KB Financial Partners, LLC | 365 | $30.0K | 0.01% | +365 | New |
| Counterpoint Mutual Funds LLC | 344 | $28.0K | 0.03% | +344 | New |
| 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 |
| Advocacy Wealth Management Services, LLC | 291 | $24.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 246 | $20.0K | 0.00% | +29+13.4% | Added |
| Whittier Trust Co | 234 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 236 | $19.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 204 | $17.0K | 0.00% | +204 | New |
| Allworth Financial LP | 201 | $16.0K | 0.00% | +199+9,950.0% | Added |