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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 4,263 | $204.0K | 0.01% | +116+2.8% | Added |
| Creative Planning | 4,296 | $205.0K | 0.00% | +203+5.0% | Added |
| Xponance, Inc. | 4,348 | $208.0K | 0.00% | +98+2.3% | Added |
| Rockefeller Capital Management L.P. | 4,365 | $208.0K | 0.00% | +1,476+51.1% | Added |
| Veritable, L.P. | 4,405 | $210.0K | 0.00% | −4,200−48.8% | Reduced |
| Van Eck Associates Corp | 4,402 | $210.0K | 0.00% | +462+11.7% | Added |
| Tokio Marine Asset Management Co Ltd | 4,414 | $211.0K | 0.02% | +466+11.8% | Added |
| MetLife Investment Management | 4,590 | $219.2K | 0.00% | −111−2.4% | Reduced |
| Coastal Investment Advisors, Inc. | 4,622 | $221.0K | 0.06% | +347+8.1% | Added |
| Comerica Bank | 4,609 | $223.0K | 0.00% | +4,609 | New |
| Williams Jones Wealth Management, LLC. | 4,756 | $227.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,863 | $232.0K | 0.00% | +202+4.3% | Added |
| McIlrath & Eck, LLC | 4,904 | $234.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 4,902 | $234.0K | 0.01% | +4,902 | New |
| Motley Fool Asset Management LLC | 5,014 | $239.0K | 0.02% | −116−2.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,995 | $239.0K | 0.00% | +199+4.1% | Added |
| Cannon Global Investment Management, LLC | 5,000 | $239.0K | 0.39% | +5,000 | New |
| 9258 Wealth Management, LLC | 5,053 | $241.0K | 0.06% | +5+0.1% | Added |
| Yorktown Management & Research Co Inc | 5,100 | $244.0K | 0.32% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 5,219 | $249.0K | 0.00% | −17,995−77.5% | Reduced |
| Symmetry Partners, LLC | 5,225 | $249.0K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 5,237 | $250.0K | 0.01% | −61−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,259 | $251.0K | 0.03% | +672+14.7% | Added |
| Campbell & CO Investment Adviser LLC | 5,301 | $253.0K | 0.06% | −1,529−22.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,300 | $253.0K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 5,303 | $253.0K | 0.00% | +553+11.6% | Added |
| Anchor Investment Management, LLC | 5,364 | $256.1K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 5,531 | $264.0K | 0.00% | +31+0.6% | Added |
| Nicolet Bankshares Inc | 5,760 | $275.0K | 0.08% | +290+5.3% | Added |
| Cerity Partners LLC | 5,871 | $280.0K | 0.00% | −9,066−60.7% | Reduced |
| Fisher Asset Management, LLC | 5,864 | $280.0K | 0.00% | +206+3.6% | Added |
| M Holdings Securities, Inc. | 5,908 | $282.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,057 | $289.0K | 0.00% | −5,158−46.0% | Reduced |
| Affinity Investment Advisors, LLC | 6,049 | $289.0K | 0.15% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,064 | $290.0K | 0.02% | −78−1.3% | Reduced |
| CWM Advisors, LLC | 6,118 | $292.0K | 0.04% | +906+17.4% | Added |
| Cetera Advisor Networks LLC | 6,147 | $294.0K | 0.00% | −332−5.1% | Reduced |
| Desjardins Global Asset Management Inc. | 6,195 | $295.0K | 0.04% | −198−3.1% | Reduced |
| Blueshift Asset Management, LLC | 6,177 | $295.0K | 0.06% | +6,177 | New |
| Avestar Capital, LLC | 6,292 | $300.0K | 0.08% | +481+8.3% | Added |
| Ascent Group, LLC | 5,974 | $307.0K | 0.04% | +5,974 | New |
| Redpoint Investment Management Pty Ltd | 6,507 | $311.0K | 0.05% | −3,028−31.8% | Reduced |
| MML Investors Services, LLC | 6,770 | $323.0K | 0.00% | +381+6.0% | Added |
| Capital Impact Advisors, LLC | 6,808 | $325.0K | 0.32% | −3,071−31.1% | Reduced |
| Umb Bank N A | 6,836 | $326.0K | 0.01% | −29−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,817 | $326.0K | 0.14% | +625+10.1% | Added |
| Shell Asset Management Co | 6,892 | $329.0K | 0.01% | −1,554−18.4% | Reduced |
| Graham Capital Management, L.P. | 6,988 | $333.0K | 0.01% | +6,988 | New |
| Cetera Investment Advisers | 7,123 | $340.0K | 0.01% | −633−8.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,213 | $344.0K | 0.16% | +38+0.5% | Added |
| Manufacturers Life Insurance Company, The | 7,402 | $353.5K | 0.00% | −309−4.0% | Reduced |
| Boothbay Fund Management, LLC | 7,415 | $354.0K | 0.01% | +1,721+30.2% | Added |
| FDx Advisors, Inc. | 7,456 | $356.0K | 0.02% | +292+4.1% | Added |
| Commonwealth Equity Services, LLC | 7,713 | $368.0K | 0.00% | +271+3.6% | Added |
| Alberta Investment Management Corp | 7,975 | $381.0K | 0.00% | −112,582−93.4% | Reduced |
| Roundview Capital LLC | 8,023 | $383.0K | 0.05% | −6,639−45.3% | Reduced |
| JustInvest LLC | 8,016 | $383.0K | 0.02% | +2,816+54.2% | Added |
| Regentatlantic Capital LLC | 8,056 | $385.0K | 0.01% | −12,851−61.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,149 | $389.0K | 0.06% | +8,149 | New |
| Carret Asset Management, LLC | 8,265 | $395.0K | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 8,380 | $400.0K | 0.02% | +1,443+20.8% | Added |
| Old National Bancorp | 8,482 | $405.0K | 0.01% | −672−7.3% | Reduced |
| Meixler Investment Management, Ltd. | 8,618 | $412.0K | 0.49% | −1,210−12.3% | Reduced |
| Teza Capital Management LLC | 8,682 | $415.0K | 0.09% | −754−8.0% | Reduced |
| Two Sigma Securities, LLC | 8,807 | $421.0K | 0.06% | +8,807 | New |
| CSS LLC | 9,000 | $430.0K | 0.02% | +1,000+12.5% | Added |
| Snowden Capital Advisors LLC | 9,175 | $438.0K | 0.02% | +1,977+27.5% | Added |
| Moody Lynn & Lieberson, LLC | 9,232 | $441.0K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 9,265 | $442.0K | 0.22% | +413+4.7% | Added |
| Prudent Man Advisors, LLC | 9,287 | $443.0K | 0.21% | +22+0.2% | Added |
| Point72 Hong Kong Ltd | 9,524 | $455.0K | 0.03% | −25,336−72.7% | Reduced |
| Schechter Investment Advisors, LLC | 9,645 | $460.0K | 0.05% | −1,087−10.1% | Reduced |
| MBM Wealth Consultants, LLC | 9,442 | $467.0K | 0.23% | +1,799+23.5% | Added |
| State of Michigan Retirement System | 9,870 | $471.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,976 | $476.0K | 0.03% | −238−2.3% | Reduced |
| Wedge Capital Management L L P | 10,211 | $488.0K | 0.01% | +1,891+22.7% | Added |
| Seascape Capital Management | 10,277 | $491.0K | 0.34% | +17+0.2% | Added |
| Wealthfront Advisers LLC | 10,402 | $497.0K | 0.00% | −21,854−67.8% | Reduced |
| Vestcor Inc | 10,446 | $499.0K | 0.02% | +988+10.4% | Added |
| XTX Topco Ltd | 10,464 | $500.0K | 0.12% | +10,464 | New |
| NuWave Investment Management, LLC | 10,702 | $511.0K | 0.59% | +10,702 | New |
| Commerce Bank | 10,755 | $513.0K | 0.00% | +965+9.9% | Added |
| Fiera Capital Corp | 10,942 | $519.0K | 0.00% | −28,052−71.9% | Reduced |
| Boston Family Office LLC | 10,946 | $522.0K | 0.05% | 00.0% | Unchanged |
| Summit Global Investments | 11,104 | $530.0K | 0.05% | −19,242−63.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 11,096 | $530.0K | 0.08% | −424−3.7% | Reduced |
| CIBC Asset Management Inc | 11,340 | $541.0K | 0.00% | +28+0.2% | Added |
| HighTower Advisors, LLC | 11,406 | $547.0K | 0.00% | −2,094−15.5% | Reduced |
| SRN Advisors, LLC | 11,483 | $548.3K | 0.46% | −2,027−15.0% | Reduced |
| 44 Wealth Management LLC | 11,848 | $566.0K | 0.23% | +1,649+16.2% | Added |
| M&T Bank Corp | 11,964 | $570.0K | 0.00% | +1,856+18.4% | Added |
| Burney Co | 12,009 | $573.0K | 0.03% | +447+3.9% | Added |
| Wright Investors Service Inc | 12,357 | $590.0K | 0.19% | +40.0% | Added |
| Cullen/Frost Bankers, Inc. | 12,383 | $591.0K | 0.01% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 12,605 | $602.0K | 0.87% | 00.0% | Unchanged |
| Pendal Group Limited | 12,686 | $606.0K | 0.01% | +12,686 | New |
| National Bank of Canada | 12,485 | $616.0K | 0.00% | −733−5.5% | Reduced |
| Salvus Wealth Management, LLC | 12,974 | $620.0K | 0.59% | +14+0.1% | Added |
| Ayrshire Capital Management LLC | 13,080 | $625.0K | 0.46% | +1,290+10.9% | Added |
| Fox Run Management, L.L.C. | 13,178 | $629.0K | 0.24% | +13,178 | New |