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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.

Institutional holdersQ4 2021: 541 institutions
Q1 2021: 487 institutionsQ2 2021: 483 institutionsQ3 2021: 507 institutionsQ4 2021: 541 institutionsQ1 2022: 565 institutionsQ2 2022: 559 institutionsQ3 2022: 537 institutionsQ4 2022: 535 institutionsQ1 2023: 534 institutionsQ2 2023: 529 institutionsQ3 2023: 531 institutionsQ4 2023: 562 institutionsQ1 2024: 573 institutionsQ2 2024: 577 institutionsQ3 2024: 664 institutionsQ4 2024: 649 institutionsQ1 2025: 718 institutionsQ2 2025: 693 institutionsQ3 2025: 722 institutionsQ4 2025: 758 institutionsQ1 2026: 721 institutionsQ2 2026: 727 institutions
Value heldQ4 2021: $17.5B
Q1 2021: $14.6BQ2 2021: $15.2BQ3 2021: $14.5BQ4 2021: $17.5BQ1 2022: $16.1BQ2 2022: $12.5BQ3 2022: $10.2BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $12.6BQ3 2023: $10.9BQ4 2023: $12.6BQ1 2024: $13.2BQ2 2024: $12.8BQ3 2024: $15.2BQ4 2024: $15.7BQ1 2025: $17.1BQ2 2025: $17.1BQ3 2025: $18.0BQ4 2025: $18.1BQ1 2026: $13.6BQ2 2026: $12.6B
Institutions holding SSNC and their total value by quarter
QuarterHoldersValue
Q2 2026727$12.6B
Q1 2026721$13.6B
Q4 2025758$18.1B
Q3 2025722$18.0B
Q2 2025693$17.1B
Q1 2025718$17.1B
Q4 2024649$15.7B
Q3 2024664$15.2B
Q2 2024577$12.8B
Q1 2024573$13.2B
Q4 2023562$12.6B
Q3 2023531$10.9B
Q2 2023529$12.6B
Q1 2023534$11.9B
Q4 2022535$10.9B
Q3 2022537$10.2B
Q2 2022559$12.5B
Q1 2022565$16.1B
Q4 2021541$17.5B
Q3 2021507$14.5B
Q2 2021483$15.2B
Q1 2021487$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.

Institutions holding SSNC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carroll Financial Associates, Inc.172$14.0K0.00%00.0%Unchanged
Glassman Wealth Services169$14.0K0.00%+90+113.9%Added
Whittier Trust Co of Nevada Inc155$13.0K0.00%00.0%Unchanged
Evoke Wealth, LLC159$13.0K0.00%+159New
Front Row Advisors LLC144$12.0K0.00%+11+8.3%Added
Harbour Investments, Inc.130$11.0K0.00%−11−7.8%Reduced
West Branch Capital LLC140$11.0K0.00%00.0%Unchanged
Exane Derivatives132$10.8K0.00%+100+312.5%Added
IFP Advisors, Inc121$10.0K0.00%00.0%Unchanged
Motley Fool Asset Management LLC120$10.0K0.00%+120New
Guardian Wealth Management, Inc.127$10.0K0.01%+127New
Huntington National Bank94$8.00K0.00%−369−79.7%Reduced
NuWave Investment Management, LLC94$8.00K0.01%−105−52.8%Reduced
Northwest Investment Counselors, LLC100$8.00K0.00%+100New
TCI Wealth Advisors, Inc.80$7.00K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.88$7.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.71$6.68K0.00%+71New
Dixon Hughes Goodman Wealth Advisors LLC73$6.00K0.00%+73New
Earnest Partners LLC63$5.00K0.00%00.0%Unchanged
Aua Capital Management, LLC58$5.00K0.00%+5+9.4%Added
Carmichael Hill & Associates, Inc.49$4.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC45$4.00K0.00%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC40$3.28K0.00%00.0%Unchanged
Federated Hermes, Inc.29$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc34$3.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC42$3.00K0.00%+42New
Howe & Rusling Inc29$2.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP22$2.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.22$2.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC24$2.00K0.00%00.0%Unchanged
Albion Financial Group28$2.00K0.00%+28New
Schubert & Co23$2.00K0.00%+23New
Confluence Wealth Services, Inc.26$2.00K0.00%+26New
Stephens Consulting, LLC20$1.64K0.00%+20New
Parkside Financial Bank & Trust15$1.00K0.00%+7+87.5%Added
Cambridge Trust Co15$1.00K0.00%+15New
Gradient Investments LLC14$1.00K0.00%+14New
Lenox Wealth Advisors, LLC15$1.00K0.00%+15New
Massmutual Trust Co FSB6$00.00%00.0%Unchanged
Covington Capital Management6$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$00.00%+2New
Vulcan Value Partners, LLC0$00.00%−1,392,389−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−514,710−100.0%Sold out
Kerrisdale Advisers, LLC0$00.00%−348,152−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−159,693−100.0%Sold out
Birch Run Capital Advisors, LP0$00.00%−71,400−100.0%Sold out
Teachers Retirement System of the State of Kentucky0$00.00%−61,007−100.0%Sold out
Magnetar Financial LLC0$00.00%−49,920−100.0%Sold out
Strategic Global Advisors, LLC0$00.00%−18,847−100.0%Sold out
PEAK6 Investments LLC0$00.00%−16,089−100.0%Sold out
Group One Trading, L.P.0$00.00%−11,208−100.0%Sold out
Principal Street Partners, LLC0$00.00%−10,690−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−9,863−100.0%Sold out
Ergoteles LLC0$00.00%−9,369−100.0%Sold out
Ropes Wealth Advisors LLC0$00.00%−7,435−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−7,346−100.0%Sold out
Pendal Group Limited0$00.00%−6,714−100.0%Sold out
Wolverine Trading, LLC0$00.00%−5,866−100.0%Sold out
Inspire Advisors, LLC0$00.00%−5,680−100.0%Sold out
Centiva Capital, LP0$00.00%−5,632−100.0%Sold out
Pearl River Capital, LLC0$00.00%−5,420−100.0%Sold out
Neo Ivy Capital Management0$00.00%−6,512−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−5,048−100.0%Sold out
Equitable Trust Co0$00.00%−4,874−100.0%Sold out
Hilton Capital Management, LLC0$00.00%−4,708−100.0%Sold out
Quilter Plc0$00.00%−4,395−100.0%Sold out
Trexquant Investment LP0$00.00%−3,819−100.0%Sold out
Walleye Capital LLC0$00.00%−3,631−100.0%Sold out
PDT Partners, LLC0$00.00%−3,400−100.0%Sold out
Walleye Trading LLC0$00.00%−1,567−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−897−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−814−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−725−100.0%Sold out
First National Bank of South Miami0$00.00%−500−100.0%Sold out
Fred Alger Management, LLC0$00.00%−302−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−207−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−154−100.0%Sold out
TD Ameritrade Investment Management, LLC0$00.00%−134−100.0%Sold out
Consolidated Planning Corp0$00.00%−99−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−94−100.0%Sold out
Creative Financial Designs Inc0$00.00%−52−100.0%Sold out
Baystate Wealth Management LLC0$00.00%−56−100.0%Sold out
Red Tortoise LLC0$00.00%−87−100.0%Sold out
HM Payson & Co0$00.00%−46−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−42−100.0%Sold out
Bartlett & Co. LLC0$00.00%−43−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−43−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−32−100.0%Sold out
Better Money Decisions, LLC0$00.00%−24−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−8−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
Three Peaks Capital Management, LLC––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Psagot Investment House Ltd.––––Not filed
World Asset Management Inc––––Not filed
First Mercantile Trust Co––––Not filed
BBVA USA––––Not filed
Berman Capital Advisors, LLC––––Not filed
Sonora Investment Management, LLC––––Not filed