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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 5,830 | $437.0K | 0.02% | +5,830 | New |
| CIBC World Markets Inc. | 5,669 | $425.0K | 0.00% | +749+15.2% | Added |
| CIBC Private Wealth Group, LLC | 5,580 | $419.0K | 0.00% | +2,316+71.0% | Added |
| 9258 Wealth Management, LLC | 5,519 | $414.0K | 0.10% | −818−12.9% | Reduced |
| Nicolet Bankshares Inc | 5,440 | $408.0K | 0.09% | +465+9.3% | Added |
| JustInvest LLC | 5,366 | $403.0K | 0.02% | −9,843−64.7% | Reduced |
| Anchor Investment Management, LLC | 5,364 | $402.4K | 0.05% | +356+7.1% | Added |
| Lincoln National Corp | 5,332 | $400.0K | 0.01% | +43+0.8% | Added |
| NorthCrest Asset Manangement, LLC | 5,300 | $398.0K | 0.02% | +5,300 | New |
| Symmetry Partners, LLC | 5,225 | $392.0K | 0.02% | 00.0% | Unchanged |
| Astrantus Ltd | 5,200 | $390.0K | 0.66% | +5,200 | New |
| Motley Fool Asset Management LLC | 5,170 | $388.0K | 0.03% | +5,050+4,208.3% | Added |
| Guyasuta Investment Advisors Inc | 5,152 | $387.0K | 0.03% | 00.0% | Unchanged |
| Globeflex Capital L P | 5,123 | $384.0K | 0.08% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,130 | $384.0K | 0.35% | +5,130 | New |
| Yorktown Management & Research Co Inc | 5,100 | $383.0K | 0.32% | 00.0% | Unchanged |
| Greenleaf Trust | 5,077 | $381.0K | 0.00% | +68+1.4% | Added |
| Global Financial Private Client, LLC | 5,058 | $380.0K | 0.18% | +283+5.9% | Added |
| Kestra Advisory Services, LLC | 4,972 | $373.0K | 0.00% | −28−0.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,930 | $370.0K | 0.05% | +4,930 | New |
| MAI Capital Management | 4,781 | $359.0K | 0.01% | −554−10.4% | Reduced |
| Yousif Capital Management, LLC | 4,780 | $359.0K | 0.00% | +460+10.6% | Added |
| CWM Advisors, LLC | 4,765 | $357.0K | 0.04% | −171−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 4,760 | $357.0K | 0.02% | −28−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,750 | $356.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,722 | $354.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4,687 | $352.0K | 0.00% | +3,608+334.4% | Added |
| Prudential PLC | 4,648 | $349.0K | 0.01% | +4,648 | New |
| Fox Run Management, L.L.C. | 4,584 | $344.0K | 0.19% | −7,545−62.2% | Reduced |
| Avestar Capital, LLC | 4,530 | $340.0K | 0.06% | +64+1.4% | Added |
| Centiva Capital, LP | 4,491 | $337.0K | 0.02% | +4,491 | New |
| MetLife Investment Management | 4,481 | $336.2K | 0.00% | +4,481 | New |
| American Century Companies Inc | 4,476 | $335.0K | 0.00% | +685+18.1% | Added |
| Buckley Wealth Management, LLC | 4,457 | $334.0K | 0.09% | +4,457 | New |
| Park Avenue Securities LLC | 4,280 | $321.0K | 0.01% | +425+11.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,234 | $318.0K | 0.03% | +656+18.3% | Added |
| McIlrath & Eck, LLC | 4,136 | $310.0K | 0.09% | +41+1.0% | Added |
| Marshall Financial Group LLC | 4,105 | $308.0K | 0.13% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,075 | $306.0K | 0.02% | +4,075 | New |
| Baltimore-Washington Financial Advisors, Inc. | 4,366 | $305.0K | 0.03% | −5−0.1% | Reduced |
| Fulton Bank, N.A. | 4,056 | $304.0K | 0.01% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,050 | $304.0K | 0.06% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,032 | $302.0K | 0.03% | +4,032 | New |
| Banque Cantonale Vaudoise | 4,015 | $301.0K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 3,837 | $288.0K | 0.11% | +196+5.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,799 | $285.0K | 0.07% | −2,188−36.5% | Reduced |
| American Portfolios Advisors | 3,745 | $280.9K | 0.01% | +578+18.3% | Added |
| AIA Group Ltd | 3,650 | $274.0K | 0.01% | +1,473+67.7% | Added |
| Private Advisor Group, LLC | 3,591 | $270.0K | 0.00% | +577+19.1% | Added |
| IBM Retirement Fund | 3,553 | $267.0K | 0.04% | −152−4.1% | Reduced |
| American Trust | 3,499 | $262.0K | 0.02% | +728+26.3% | Added |
| Curated Wealth Partners LLC | 3,085 | $251.0K | 0.09% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,298 | $250.0K | 0.00% | −1,334−28.8% | Reduced |
| Change Path, LLC | 3,324 | $249.0K | 0.01% | +124+3.9% | Added |
| Quantinno Capital Management LP | 3,314 | $249.0K | 0.04% | +3,314 | New |
| Wolverine Asset Management LLC | 3,284 | $246.0K | 0.00% | +684+26.3% | Added |
| Two Sigma Securities, LLC | 3,275 | $246.0K | 0.03% | +3,275 | New |
| Seven Eight Capital, LP | 3,221 | $242.0K | 0.03% | −3,143−49.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,226 | $242.0K | 0.00% | −28−0.9% | Reduced |
| Connable Office Inc | 3,175 | $238.0K | 0.03% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 3,162 | $237.0K | 0.24% | −369−10.5% | Reduced |
| Van Eck Associates Corp | 3,149 | $236.0K | 0.00% | +969+44.4% | Added |
| Carmignac Gestion | 3,025 | $227.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 2,980 | $224.0K | 0.00% | −40,479−93.1% | Reduced |
| Catalyst Capital Advisors LLC | 2,920 | $219.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Tokio Marine Asset Management Co Ltd | 2,818 | $211.0K | 0.02% | −4−0.1% | Reduced |
| Colony Group LLC | 2,789 | $209.0K | 0.00% | −837−23.1% | Reduced |
| Capstone Investment Advisors, LLC | 2,756 | $207.0K | 0.00% | +2,756 | New |
| 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 |
| Wealth Alliance | 2,720 | $204.0K | 0.04% | −48−1.7% | Reduced |
| Corient Capital Partners, LLC | 2,685 | $201.0K | 0.01% | +2,685 | New |
| Hyperion Capital Advisors LP | 2,672 | $200.0K | 0.08% | 00.0% | Unchanged |
| American International Group, Inc. | 2,345 | $176.0K | 0.00% | −63−2.6% | Reduced |
| Proequities, Inc. | 2,300 | $173.0K | 0.01% | −277−10.7% | Reduced |
| Tortoise Investment Management, LLC | 2,000 | $150.0K | 0.03% | +2,000 | New |
| State of Wyoming | 1,915 | $144.0K | 0.07% | +812+73.6% | Added |
| First Manhattan Co | 1,848 | $138.0K | 0.00% | −103−5.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,820 | $137.0K | 0.00% | −180−9.0% | Reduced |
| Valley National Advisers Inc | 1,776 | $133.0K | 0.03% | −25−1.4% | Reduced |
| Brown Brothers Harriman & Co | 1,715 | $129.0K | 0.00% | +1,715 | New |
| AGF Investments LLC | 1,575 | $118.0K | 0.01% | +1,575 | New |
| Clearstead Advisors, LLC | 1,565 | $117.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,511 | $115.0K | 0.00% | +713+89.3% | Added |
| Signaturefd, LLC | 1,348 | $101.0K | 0.00% | +12+0.9% | Added |
| Koshinski Asset Management, Inc. | 1,236 | $92.7K | 0.01% | +202+19.5% | Added |
| Caldwell Trust Co | 1,132 | $84.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,100 | $83.0K | 0.04% | +700+175.0% | Added |
| Group One Trading, L.P. | 1,064 | $80.0K | 0.00% | +1,064 | New |
| Penserra Capital Management LLC | 1,061 | $79.0K | 0.00% | +60+6.0% | Added |
| Leonteq Securities AG | 1,039 | $77.9K | 0.00% | +1,039 | New |
| Benjamin F. Edwards & Company, Inc. | 978 | $73.0K | 0.00% | −414−29.7% | Reduced |
| Simon Quick Advisors, LLC | 929 | $70.0K | 0.02% | +2+0.2% | 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 |
| IFP Advisors, Inc | 968 | $54.0K | 0.00% | +847+700.0% | Added |
| Financial Avengers, Inc. | 702 | $53.0K | 0.03% | −102−12.7% | Reduced |
| EverSource Wealth Advisors, LLC | 593 | $45.0K | 0.01% | 00.0% | Unchanged |