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, Q3 2022
Institutional positions in SS&C Technologies Holdings Inc as of Sep 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
- 537
- −18 vs. Q2 2022
- Shares held
- 213.5M
- −1.74M (−0.8%) vs. Q2 2022
- Total value
- $10.2B
- −$2.31B (−18.4%) vs. Q2 2022
- New holders
- 43
- 235 more added
- Sold out
- 61
- 194 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | −32−97.0% | Reduced |
| Twin Tree Management, LP | 2 | $0 | 0.00% | −14−87.5% | Reduced |
| WR Wealth Planners, LLC | 3 | $143 | 0.00% | +3 | New |
| FinTrust Capital Advisors, LLC | 24 | $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 |
| First Financial Corp | 17 | $1.00K | 0.00% | +17 | New |
| Massmutual Trust Co FSB | 24 | $1.00K | 0.00% | +24 | New |
| Alaska Permanent Fund Corp | 26 | $1.00K | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | +21 | New |
| Rosenberg Matthew Hamilton | 21 | $1.00K | 0.00% | +21 | New |
| Global Financial Private Client, LLC | 22 | $1.09K | 0.00% | −5,188−99.6% | Reduced |
| Meeder Asset Management Inc | 35 | $2.00K | 0.00% | −2,511−98.6% | Reduced |
| TCI Wealth Advisors, Inc. | 38 | $2.00K | 0.00% | −42−52.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 32 | $2.00K | 0.00% | +5+18.5% | Added |
| Private Trust Co NA | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 42 | $2.00K | 0.00% | +2+5.0% | Added |
| Disciplined Investments, LLC | 32 | $2.00K | 0.00% | +18+128.6% | Added |
| SJS Investment Consulting Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Bartlett & Co. Wealth Management LLC | 43 | $2.05K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 35 | $2.36K | 0.00% | −35−50.0% | Reduced |
| Earnest Partners LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 87 | $4.00K | 0.00% | −83−48.8% | Reduced |
| Northwest Investment Counselors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $5.00K | 0.00% | +74+264.3% | Added |
| Pinnacle Bancorp, Inc. | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 128 | $6.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 124 | $6.00K | 0.00% | +31+33.3% | Added |
| Allworth Financial LP | 156 | $7.00K | 0.00% | −142−47.7% | Reduced |
| West Branch Capital LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 120 | $7.00K | 0.00% | +63+110.5% | Added |
| Brown Brothers Harriman & Co | 137 | $7.00K | 0.00% | +137 | New |
| Front Row Advisors LLC | 175 | $8.00K | 0.00% | +21+13.6% | Added |
| BDO Wealth Advisors, LLC | 167 | $8.00K | 0.00% | +167 | New |
| Larson Financial Group LLC | 184 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 190 | $9.00K | 0.00% | +84+79.2% | Added |
| JFS Wealth Advisors, LLC | 230 | $11.0K | 0.00% | −77−25.1% | Reduced |
| RWM Asset Management, LLC | 231 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 216 | $11.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 254 | $12.0K | 0.00% | +61+31.6% | Added |
| Steward Partners Investment Advisory, LLC | 324 | $15.0K | 0.00% | +1+0.3% | Added |
| Salem Investment Counselors Inc | 310 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 283 | $15.0K | 0.00% | −3−1.0% | Reduced |
| Carolinas Wealth Consulting LLC | 351 | $17.0K | 0.00% | +103+41.5% | Added |
| Newbridge Financial Services Group, Inc. | 383 | $18.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 390 | $19.0K | 0.00% | +42+12.1% | Added |
| Quadrant Capital Group LLC | 413 | $20.0K | 0.00% | −2−0.5% | Reduced |
| Riverview Trust Co | 449 | $21.0K | 0.02% | +41+10.0% | Added |
| KB Financial Partners, LLC | 449 | $21.0K | 0.01% | +46+11.4% | Added |
| Bellevue Asset Management, LLC | 453 | $22.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 476 | $23.0K | 0.00% | +68+16.7% | Added |
| Altshuler Shaham Ltd | 491 | $24.0K | 0.00% | +32+7.0% | Added |
| Tower Research Capital LLC (TRC) | 523 | $25.0K | 0.00% | −12,648−96.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 527 | $25.0K | 0.00% | −119−18.4% | Reduced |
| Advocacy Wealth Management Services, LLC | 545 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 577 | $28.0K | 0.00% | +528+1,077.6% | Added |
| Financial Avengers, Inc. | 653 | $31.0K | 0.03% | −52−7.4% | Reduced |
| Covestor Ltd | 709 | $34.0K | 0.03% | +203+40.1% | Added |
| Benjamin Edwards Inc | 813 | $39.0K | 0.01% | +268+49.2% | Added |
| IFP Advisors, Inc | 658 | $43.0K | 0.00% | −159−19.5% | Reduced |
| Wipfli Financial Advisors LLC, | 935 | $45.0K | 0.00% | +935 | New |
| Caldwell Trust Co | 962 | $45.9K | 0.01% | −170−15.0% | Reduced |
| First Horizon Advisors, Inc. | 997 | $47.0K | 0.00% | +154+18.3% | Added |
| Parallel Advisors, LLC | 1,010 | $48.0K | 0.00% | −425−29.6% | Reduced |
| Virtus Investment Advisers, Inc. | 1,013 | $48.0K | 0.02% | +1,013 | New |
| State of Wyoming | 1,061 | $51.0K | 0.03% | +510+92.6% | Added |
| EverSource Wealth Advisors, LLC | 1,099 | $53.0K | 0.01% | +226+25.9% | Added |
| Penserra Capital Management LLC | 1,219 | $58.0K | 0.00% | +30+2.5% | Added |
| Catalyst Capital Advisors LLC | 1,270 | $61.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,354 | $65.0K | 0.01% | −591−30.4% | Reduced |
| Acadian Asset Management LLC | 1,523 | $72.0K | 0.00% | −165,741−99.1% | Reduced |
| Ossiam | 1,539 | $73.0K | 0.00% | +1,539 | New |
| Clearstead Advisors, LLC | 1,565 | $75.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,584 | $76.0K | 0.00% | +118+8.0% | Added |
| First Manhattan Co | 1,816 | $86.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,000 | $96.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,072 | $99.0K | 0.00% | +197+10.5% | Added |
| Group One Trading, L.P. | 2,252 | $108.0K | 0.00% | −212−8.6% | Reduced |
| Seaport Global Advisors, LLC | 2,273 | $109.0K | 0.44% | +600+35.9% | Added |
| American International Group, Inc. | 2,341 | $112.0K | 0.00% | +6+0.3% | Added |
| CWM, LLC | 2,359 | $113.0K | 0.00% | +1,148+94.8% | Added |
| Seeyond | 2,575 | $122.0K | 0.01% | −6,365−71.2% | Reduced |
| Valley National Advisers Inc | 2,548 | $126.0K | 0.03% | −24−0.9% | Reduced |
| Rock Creek Group, LP | 2,631 | $126.0K | 0.02% | +2,631 | New |
| Neo Ivy Capital Management | 2,654 | $127.0K | 0.33% | +1,719+183.9% | Added |
| Carmignac Gestion | 3,025 | $144.0K | 0.00% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,080 | $147.0K | 0.05% | +780+33.9% | Added |
| Forsta Ap-Fonden | 3,500 | $167.0K | 0.00% | +1,300+59.1% | Added |
| SRS Capital Advisors, Inc. | 3,514 | $168.0K | 0.03% | +83+2.4% | Added |
| American Portfolios Advisors | 3,644 | $174.0K | 0.01% | −226−5.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,000 | $191.0K | 0.05% | −1,717−30.0% | Reduced |
| Banque Cantonale Vaudoise | 4,015 | $192.0K | 0.01% | 00.0% | Unchanged |