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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 383 | $22.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 348 | $20.0K | 0.00% | +348 | New |
| Steward Partners Investment Advisory, LLC | 323 | $19.0K | 0.00% | +80+32.9% | 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 |
| 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 |
| Carolinas Wealth Consulting LLC | 248 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 237 | $14.0K | 0.00% | +237 | New |
| Private Capital Group, LLC | 228 | $13.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 231 | $13.0K | 0.00% | +231 | New |
| Tucker Asset Management LLC | 216 | $12.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Whittier Trust Co | 170 | $10.0K | 0.00% | −137−44.6% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Glassman Wealth Services | 93 | $5.00K | 0.00% | −98−51.3% | Reduced |
| TCI Wealth Advisors, Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 70 | $4.71K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 43 | $2.50K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Exane Derivatives | 13 | $755 | 0.00% | −119−90.2% | Reduced |
| Steward Financial Group LLC | 17 | $0 | 0.00% | +17 | New |
| Capital World Investors | 0 | $0 | 0.00% | −1,375,977−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,186,733−100.0% | Sold out |
| DRH Investments, Inc. | 0 | $0 | 0.00% | −181,917−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −91,981−100.0% | Sold out |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −60,864−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −59,883−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −50,436−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −33,647−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −27,954−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −26,400−100.0% | Sold out |
| Bowling Portfolio Management LLC | 0 | $0 | 0.00% | −23,342−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −20,053−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −18,346−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −17,537−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −14,850−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −12,548−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −12,148−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −11,003−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,380−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −7,571−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,066−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,005−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −5,152−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4,781−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,491−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −4,105−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −3,591−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −3,553−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −3,499−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,324−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −3,314−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |