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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 590 | $44.0K | 0.00% | +590 | New |
| Covestor Ltd | 514 | $39.0K | 0.03% | +93+22.1% | Added |
| Altshuler Shaham Ltd | 489 | $37.0K | 0.00% | −62−11.3% | Reduced |
| CWM, LLC | 480 | $36.0K | 0.00% | −12−2.4% | Reduced |
| 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 |
| KB Financial Partners, LLC | 416 | $31.0K | 0.01% | +51+14.0% | Added |
| 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 |
| Newbridge Financial Services Group, Inc. | 383 | $29.0K | 0.01% | −33−7.9% | Reduced |
| JFS Wealth Advisors, LLC | 346 | $26.0K | 0.00% | +304+723.8% | Added |
| 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 |
| 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 |
| Carolinas Wealth Consulting LLC | 248 | $19.0K | 0.00% | +44+21.6% | Added |
| 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 |
| Private Capital Group, LLC | 228 | $17.0K | 0.00% | −8−3.4% | Reduced |
| Tucker Asset Management LLC | 216 | $16.2K | 0.01% | +216 | New |
| Allworth Financial LP | 180 | $14.0K | 0.00% | −21−10.4% | Reduced |
| Glassman Wealth Services | 191 | $14.0K | 0.00% | +22+13.0% | Added |
| 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 |
| West Branch Capital LLC | 140 | $11.0K | 0.01% | 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 |
| Exane Derivatives | 132 | $9.90K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| TD Waterhouse Canada Inc. | 70 | $5.93K | 0.00% | −1−1.4% | Reduced |
| Earnest Partners LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 61 | $5.00K | 0.00% | +3+5.2% | Added |
| Carmichael Hill & Associates, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 43 | $3.23K | 0.00% | +43 | 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 |
| 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 |
| 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 |
| Covington Capital Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −490,000−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −490,600−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −343,541−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −227,927−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −164,175−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −116,110−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −73,436−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −67,897−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −54,631−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −39,778−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −33,026−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −29,082−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −24,441−100.0% | Sold out |
| Orca Investment Management, LLC | 0 | $0 | 0.00% | −21,943−100.0% | Sold out |
| Gould Capital, LLC | 0 | $0 | 0.00% | −14,658−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −8,528−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,546−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,410−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,356−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,054−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,470−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,624−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| Venator Management LLC | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |