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, Q2 2022
Institutional positions in SS&C Technologies Holdings Inc as of Jun 30, 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
- 559
- +3 vs. Q1 2022
- Shares held
- 215.3M
- +2.10M (+1.0%) vs. Q1 2022
- Total value
- $12.5B
- −$3.48B (−21.8%) vs. Q1 2022
- New holders
- 68
- 235 more added
- Sold out
- 65
- 199 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 17 | $0 | 0.00% | +17 | New |
| Exane Derivatives | 13 | $755 | 0.00% | −119−90.2% | Reduced |
| Twin Tree Management, LP | 16 | $1.00K | 0.00% | −11,481−99.9% | Reduced |
| Disciplined Investments, LLC | 14 | $1.00K | 0.00% | −13−48.1% | Reduced |
| Albion Financial Group | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $1.00K | 0.00% | +14 | New |
| Tfo-TDC, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Fieldpoint Private Securities, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Heritage Financial Services, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Morton Brown Family Wealth, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Huntington National Bank | 33 | $2.00K | 0.00% | −61−64.9% | Reduced |
| Federated Hermes, Inc. | 19 | $2.00K | 0.00% | −10−34.5% | Reduced |
| Bartlett & Co. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 27 | $2.00K | 0.00% | −2−6.9% | Reduced |
| FinTrust Capital Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 40 | $2.00K | 0.00% | +16+66.7% | Added |
| Covington Capital Management | 38 | $2.00K | 0.00% | +32+533.3% | Added |
| Private Trust Co NA | 41 | $2.00K | 0.00% | +41 | New |
| Bell Investment Advisors, Inc | 28 | $2.00K | 0.00% | +28 | New |
| Bartlett & Co. Wealth Management LLC | 43 | $2.50K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 49 | $3.00K | 0.00% | +4+8.9% | Added |
| Sargent Bickham Lagudis LLC | 59 | $3.00K | 0.00% | +59 | New |
| Coston, McIsaac & Partners | 54 | $3.00K | 0.00% | +54 | New |
| Earnest Partners LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 67 | $4.00K | 0.00% | +6+9.8% | Added |
| Parkside Financial Bank & Trust | 63 | $4.00K | 0.00% | +22+53.7% | Added |
| AdvisorNet Financial, Inc | 70 | $4.00K | 0.00% | +70 | New |
| Ronald Blue Trust, Inc. | 57 | $4.00K | 0.00% | +57 | New |
| TD Waterhouse Canada Inc. | 70 | $4.71K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 93 | $5.00K | 0.00% | −98−51.3% | Reduced |
| TCI Wealth Advisors, Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 95 | $6.00K | 0.00% | +95 | New |
| Ellevest, Inc. | 106 | $6.00K | 0.00% | +106 | New |
| Hillsdale Investment Management Inc. | 120 | $7.00K | 0.00% | −7,300−98.4% | Reduced |
| Guardian Wealth Management, Inc. | 128 | $7.00K | 0.01% | +1+0.8% | Added |
| West Branch Capital LLC | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 136 | $8.00K | 0.00% | +136 | New |
| Prospera Financial Services Inc | 149 | $9.00K | 0.00% | −441−74.7% | Reduced |
| Front Row Advisors LLC | 154 | $9.00K | 0.00% | −1−0.6% | Reduced |
| Whittier Trust Co | 170 | $10.0K | 0.00% | −137−44.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 193 | $11.0K | 0.00% | −785−80.3% | Reduced |
| Larson Financial Group LLC | 184 | $11.0K | 0.00% | +184 | New |
| Tucker Asset Management LLC | 216 | $12.5K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 228 | $13.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 231 | $13.0K | 0.00% | +231 | New |
| Carolinas Wealth Consulting LLC | 248 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 237 | $14.0K | 0.00% | +237 | New |
| Global Retirement Partners, LLC | 286 | $17.0K | 0.00% | +1+0.4% | Added |
| Allworth Financial LP | 298 | $17.0K | 0.00% | +118+65.6% | Added |
| JFS Wealth Advisors, LLC | 307 | $18.0K | 0.00% | −39−11.3% | Reduced |
| Salem Investment Counselors Inc | 310 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 323 | $19.0K | 0.00% | +80+32.9% | Added |
| Crewe Advisors LLC | 348 | $20.0K | 0.00% | +348 | New |
| Newbridge Financial Services Group, Inc. | 383 | $22.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 403 | $23.0K | 0.01% | −13−3.1% | Reduced |
| Quadrant Capital Group LLC | 415 | $24.0K | 0.00% | +10+2.5% | Added |
| Washington Trust Advisors, Inc. | 408 | $24.0K | 0.00% | +133+48.4% | Added |
| Riverview Trust Co | 408 | $24.0K | 0.02% | +408 | New |
| Bellevue Asset Management, LLC | 453 | $26.0K | 0.02% | +1+0.2% | Added |
| Dark Forest Capital Management LP | 442 | $26.0K | 0.01% | +442 | New |
| Altshuler Shaham Ltd | 459 | $27.0K | 0.00% | −30−6.1% | Reduced |
| AGF Investments LLC | 479 | $28.0K | 0.00% | −1,096−69.6% | Reduced |
| Covestor Ltd | 506 | $29.0K | 0.02% | −8−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 552 | $32.0K | 0.00% | −5,028−90.1% | Reduced |
| State of Wyoming | 551 | $32.0K | 0.02% | −1,364−71.2% | Reduced |
| Benjamin Edwards Inc | 545 | $32.0K | 0.01% | +88+19.3% | Added |
| Advocacy Wealth Management Services, LLC | 545 | $32.0K | 0.01% | +148+37.3% | Added |
| Northwestern Mutual Wealth Management Co | 646 | $37.0K | 0.00% | −12,449−95.1% | Reduced |
| Tobam | 686 | $40.0K | 0.00% | +686 | New |
| Financial Avengers, Inc. | 705 | $41.0K | 0.03% | +3+0.4% | Added |
| Venture Visionary Partners LLC | 750 | $43.6K | 0.00% | +750 | New |
| IFP Advisors, Inc | 817 | $46.0K | 0.00% | −151−15.6% | Reduced |
| First Horizon Advisors, Inc. | 843 | $48.0K | 0.00% | +564+202.2% | Added |
| EverSource Wealth Advisors, LLC | 873 | $51.0K | 0.01% | +280+47.2% | Added |
| Neo Ivy Capital Management | 935 | $54.0K | 0.14% | −4,195−81.8% | Reduced |
| Caldwell Trust Co | 1,132 | $65.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,189 | $69.0K | 0.00% | +128+12.1% | Added |
| CWM, LLC | 1,211 | $70.0K | 0.00% | +731+152.3% | Added |
| Catalyst Capital Advisors LLC | 1,270 | $74.0K | 0.00% | −1,650−56.5% | Reduced |
| Parallel Advisors, LLC | 1,435 | $83.0K | 0.00% | −76−5.0% | Reduced |
| Fifth Third Bancorp | 1,466 | $85.0K | 0.00% | +1,066+266.5% | Added |
| Clearstead Advisors, LLC | 1,565 | $91.0K | 0.01% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,673 | $97.0K | 0.36% | +1,673 | New |
| First Manhattan Co | 1,816 | $105.0K | 0.00% | −32−1.7% | Reduced |
| Signaturefd, LLC | 1,875 | $109.0K | 0.00% | +527+39.1% | Added |
| Proequities, Inc. | 1,945 | $113.0K | 0.01% | −355−15.4% | Reduced |
| Tortoise Investment Management, LLC | 2,000 | $116.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,114 | $123.0K | 0.01% | +2,114 | New |
| Forsta Ap-Fonden | 2,200 | $128.0K | 0.00% | −18,400−89.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,300 | $134.0K | 0.04% | −2,630−53.3% | Reduced |
| American International Group, Inc. | 2,335 | $136.0K | 0.00% | −10−0.4% | Reduced |
| Group One Trading, L.P. | 2,464 | $143.0K | 0.00% | +1,400+131.6% | Added |
| Meeder Asset Management Inc | 2,546 | $148.0K | 0.01% | −124,045−98.0% | Reduced |
| Valley National Advisers Inc | 2,572 | $152.0K | 0.03% | +796+44.8% | Added |
| Rockefeller Capital Management L.P. | 2,889 | $167.0K | 0.00% | −90,857−96.9% | Reduced |