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, Q1 2022
Institutional positions in SS&C Technologies Holdings Inc as of Mar 31, 2022. 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
- 565
- +30 vs. Q4 2021
- Shares held
- 214.0M
- +970.1K (+0.5%) vs. Q4 2021
- Total value
- $16.1B
- −$1.40B (−8.0%) vs. Q4 2021
- New holders
- 74
- 238 more added
- Sold out
- 44
- 186 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covington Capital Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Albion Financial Group | 14 | $1.00K | 0.00% | −14−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | +16+800.0% | Added |
| Atticus Wealth Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Concord Wealth Partners | 15 | $1.00K | 0.00% | +15 | New |
| Quent Capital, LLC | 11 | $1.00K | 0.00% | +11 | 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 |
| Schubert & Co | 24 | $2.00K | 0.00% | +1+4.3% | Added |
| Massmutual Trust Co FSB | 20 | $2.00K | 0.00% | +14+233.3% | Added |
| HM Payson & Co | 22 | $2.00K | 0.00% | +22 | New |
| Disciplined Investments, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Central Trust Co | 45 | $3.00K | 0.00% | −4,000−98.9% | Reduced |
| Lindbrook Capital, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $3.00K | 0.00% | +26+173.3% | Added |
| Bartlett & Co. LLC | 43 | $3.00K | 0.00% | +43 | New |
| Cordant, Inc. | 46 | $3.00K | 0.00% | +46 | New |
| Bartlett & Co. Wealth Management LLC | 43 | $3.23K | 0.00% | +43 | New |
| Carmichael Hill & Associates, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 61 | $5.00K | 0.00% | +3+5.2% | Added |
| TD Waterhouse Canada Inc. | 70 | $5.93K | 0.00% | −1−1.4% | Reduced |
| TCI Wealth Advisors, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 76 | $6.00K | 0.00% | +3+4.1% | Added |
| Evoke Wealth, LLC | 98 | $7.00K | 0.00% | −61−38.4% | Reduced |
| Huntington National Bank | 94 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 88 | $7.00K | 0.00% | +88 | New |
| Northwest Investment Counselors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 132 | $9.90K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 127 | $10.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 133 | $10.0K | 0.00% | +45+51.1% | Added |
| Financial Management Professionals, Inc. | 130 | $10.0K | 0.00% | +130 | New |
| West Branch Capital LLC | 140 | $11.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 155 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 155 | $12.0K | 0.00% | +11+7.6% | Added |
| Allworth Financial LP | 180 | $14.0K | 0.00% | −21−10.4% | Reduced |
| Glassman Wealth Services | 191 | $14.0K | 0.00% | +22+13.0% | Added |
| Tucker Asset Management LLC | 216 | $16.2K | 0.01% | +216 | New |
| Private Capital Group, LLC | 228 | $17.0K | 0.00% | −8−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 243 | $18.0K | 0.00% | −64−20.8% | Reduced |
| Global Retirement Partners, LLC | 285 | $18.0K | 0.00% | +285 | New |
| Carolinas Wealth Consulting LLC | 248 | $19.0K | 0.00% | +44+21.6% | Added |
| First Horizon Advisors, Inc. | 279 | $21.0K | 0.00% | −538−65.9% | Reduced |
| Washington Trust Advisors, Inc. | 275 | $21.0K | 0.00% | −116−29.7% | Reduced |
| Salem Investment Counselors Inc | 310 | $23.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 307 | $23.0K | 0.00% | +73+31.2% | Added |
| IndexIQ Advisors LLC | 303 | $23.0K | 0.00% | +303 | New |
| Aquatic Capital Management LLC | 300 | $23.0K | 0.03% | +300 | New |
| JFS Wealth Advisors, LLC | 346 | $26.0K | 0.00% | +304+723.8% | Added |
| Newbridge Financial Services Group, Inc. | 383 | $29.0K | 0.01% | −33−7.9% | Reduced |
| Quadrant Capital Group LLC | 405 | $30.0K | 0.00% | −82−16.8% | Reduced |
| Fifth Third Bancorp | 400 | $30.0K | 0.00% | +96+31.6% | Added |
| Advocacy Wealth Management Services, LLC | 397 | $30.0K | 0.01% | +106+36.4% | Added |
| KB Financial Partners, LLC | 416 | $31.0K | 0.01% | +51+14.0% | Added |
| Bellevue Asset Management, LLC | 452 | $34.0K | 0.02% | −176−28.0% | Reduced |
| Benjamin Edwards Inc | 457 | $34.0K | 0.01% | +82+21.9% | Added |
| CenterStar Asset Management, LLC | – | $34.0K | 0.02% | – | New |
| CWM, LLC | 480 | $36.0K | 0.00% | −12−2.4% | Reduced |
| Altshuler Shaham Ltd | 489 | $37.0K | 0.00% | −62−11.3% | Reduced |
| Covestor Ltd | 514 | $39.0K | 0.03% | +93+22.1% | Added |
| Prospera Financial Services Inc | 590 | $44.0K | 0.00% | +590 | New |
| EverSource Wealth Advisors, LLC | 593 | $45.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 702 | $53.0K | 0.03% | −102−12.7% | Reduced |
| IFP Advisors, Inc | 968 | $54.0K | 0.00% | +847+700.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $60.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 797 | $60.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 929 | $70.0K | 0.02% | +2+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 978 | $73.0K | 0.00% | −414−29.7% | Reduced |
| Leonteq Securities AG | 1,039 | $77.9K | 0.00% | +1,039 | New |
| Penserra Capital Management LLC | 1,061 | $79.0K | 0.00% | +60+6.0% | Added |
| Group One Trading, L.P. | 1,064 | $80.0K | 0.00% | +1,064 | New |
| Raleigh Capital Management Inc. | 1,100 | $83.0K | 0.04% | +700+175.0% | Added |
| Caldwell Trust Co | 1,132 | $84.9K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,236 | $92.7K | 0.01% | +202+19.5% | Added |
| Signaturefd, LLC | 1,348 | $101.0K | 0.00% | +12+0.9% | Added |
| Parallel Advisors, LLC | 1,511 | $115.0K | 0.00% | +713+89.3% | Added |
| Clearstead Advisors, LLC | 1,565 | $117.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 1,575 | $118.0K | 0.01% | +1,575 | New |
| Brown Brothers Harriman & Co | 1,715 | $129.0K | 0.00% | +1,715 | New |
| Valley National Advisers Inc | 1,776 | $133.0K | 0.03% | −25−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,820 | $137.0K | 0.00% | −180−9.0% | Reduced |
| First Manhattan Co | 1,848 | $138.0K | 0.00% | −103−5.3% | Reduced |
| State of Wyoming | 1,915 | $144.0K | 0.07% | +812+73.6% | Added |
| Tortoise Investment Management, LLC | 2,000 | $150.0K | 0.03% | +2,000 | New |
| Proequities, Inc. | 2,300 | $173.0K | 0.01% | −277−10.7% | Reduced |
| American International Group, Inc. | 2,345 | $176.0K | 0.00% | −63−2.6% | Reduced |
| Hyperion Capital Advisors LP | 2,672 | $200.0K | 0.08% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 2,685 | $201.0K | 0.01% | +2,685 | New |
| Wealth Alliance | 2,720 | $204.0K | 0.04% | −48−1.7% | Reduced |
| Ontario Teachers Pension Plan Board | 2,747 | $206.0K | 0.00% | +2,747 | New |
| Coastal Investment Advisors, Inc. | 2,747 | $206.0K | 0.04% | +2,747 | New |
| Capstone Investment Advisors, LLC | 2,756 | $207.0K | 0.00% | +2,756 | New |
| Colony Group LLC | 2,789 | $209.0K | 0.00% | −837−23.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,818 | $211.0K | 0.02% | −4−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,861 | $215.0K | 0.03% | +42+1.5% | Added |
| Exencial Wealth Advisors, LLC | 2,872 | $215.0K | 0.01% | +2,872 | New |