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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 6,118 | $292.0K | 0.04% | +906+17.4% | Added |
| Summit Trail Advisors, LLC | 6,064 | $290.0K | 0.02% | −78−1.3% | Reduced |
| 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 |
| M Holdings Securities, Inc. | 5,908 | $282.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Nicolet Bankshares Inc | 5,760 | $275.0K | 0.08% | +290+5.3% | Added |
| Greenleaf Trust | 5,531 | $264.0K | 0.00% | +31+0.6% | Added |
| Anchor Investment Management, LLC | 5,364 | $256.1K | 0.04% | 00.0% | Unchanged |
| 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 |
| Mount Yale Investment Advisors, LLC | 5,259 | $251.0K | 0.03% | +672+14.7% | Added |
| Lincoln National Corp | 5,237 | $250.0K | 0.01% | −61−1.2% | Reduced |
| 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 |
| Yorktown Management & Research Co Inc | 5,100 | $244.0K | 0.32% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,053 | $241.0K | 0.06% | +5+0.1% | Added |
| 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 |
| McIlrath & Eck, LLC | 4,904 | $234.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 4,902 | $234.0K | 0.01% | +4,902 | New |
| Park Avenue Securities LLC | 4,863 | $232.0K | 0.00% | +202+4.3% | Added |
| Williams Jones Wealth Management, LLC. | 4,756 | $227.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,609 | $223.0K | 0.00% | +4,609 | New |
| Coastal Investment Advisors, Inc. | 4,622 | $221.0K | 0.06% | +347+8.1% | Added |
| MetLife Investment Management | 4,590 | $219.2K | 0.00% | −111−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,414 | $211.0K | 0.02% | +466+11.8% | 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 |
| 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 |
| Creative Planning | 4,296 | $205.0K | 0.00% | +203+5.0% | Added |
| Exencial Wealth Advisors, LLC | 4,263 | $204.0K | 0.01% | +116+2.8% | Added |
| Banque Cantonale Vaudoise | 4,015 | $192.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4,000 | $191.0K | 0.05% | −1,717−30.0% | Reduced |
| American Portfolios Advisors | 3,644 | $174.0K | 0.01% | −226−5.8% | Reduced |
| SRS Capital Advisors, Inc. | 3,514 | $168.0K | 0.03% | +83+2.4% | Added |
| Forsta Ap-Fonden | 3,500 | $167.0K | 0.00% | +1,300+59.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,080 | $147.0K | 0.05% | +780+33.9% | Added |
| Carmignac Gestion | 3,025 | $144.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,654 | $127.0K | 0.33% | +1,719+183.9% | Added |
| 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 |
| Seeyond | 2,575 | $122.0K | 0.01% | −6,365−71.2% | Reduced |
| CWM, LLC | 2,359 | $113.0K | 0.00% | +1,148+94.8% | Added |
| American International Group, Inc. | 2,341 | $112.0K | 0.00% | +6+0.3% | Added |
| Seaport Global Advisors, LLC | 2,273 | $109.0K | 0.44% | +600+35.9% | Added |
| Group One Trading, L.P. | 2,252 | $108.0K | 0.00% | −212−8.6% | Reduced |
| Signaturefd, LLC | 2,072 | $99.0K | 0.00% | +197+10.5% | Added |
| Tortoise Investment Management, LLC | 2,000 | $96.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 1,816 | $86.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,584 | $76.0K | 0.00% | +118+8.0% | Added |
| Clearstead Advisors, LLC | 1,565 | $75.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 1,539 | $73.0K | 0.00% | +1,539 | New |
| Acadian Asset Management LLC | 1,523 | $72.0K | 0.00% | −165,741−99.1% | Reduced |
| Proequities, Inc. | 1,354 | $65.0K | 0.01% | −591−30.4% | Reduced |
| Catalyst Capital Advisors LLC | 1,270 | $61.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,219 | $58.0K | 0.00% | +30+2.5% | Added |
| EverSource Wealth Advisors, LLC | 1,099 | $53.0K | 0.01% | +226+25.9% | Added |
| State of Wyoming | 1,061 | $51.0K | 0.03% | +510+92.6% | 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 |
| First Horizon Advisors, Inc. | 997 | $47.0K | 0.00% | +154+18.3% | Added |
| Caldwell Trust Co | 962 | $45.9K | 0.01% | −170−15.0% | Reduced |
| Wipfli Financial Advisors LLC, | 935 | $45.0K | 0.00% | +935 | New |
| IFP Advisors, Inc | 658 | $43.0K | 0.00% | −159−19.5% | Reduced |
| Benjamin Edwards Inc | 813 | $39.0K | 0.01% | +268+49.2% | Added |
| Covestor Ltd | 709 | $34.0K | 0.03% | +203+40.1% | Added |
| Financial Avengers, Inc. | 653 | $31.0K | 0.03% | −52−7.4% | 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 |
| 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 |
| Altshuler Shaham Ltd | 491 | $24.0K | 0.00% | +32+7.0% | Added |
| Washington Trust Advisors, Inc. | 476 | $23.0K | 0.00% | +68+16.7% | Added |
| Bellevue Asset Management, LLC | 453 | $22.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Quadrant Capital Group LLC | 413 | $20.0K | 0.00% | −2−0.5% | Reduced |
| Crewe Advisors LLC | 390 | $19.0K | 0.00% | +42+12.1% | Added |
| Newbridge Financial Services Group, Inc. | 383 | $18.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 351 | $17.0K | 0.00% | +103+41.5% | 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 |
| Benjamin F. Edwards & Company, Inc. | 254 | $12.0K | 0.00% | +61+31.6% | Added |
| Tucker Asset Management LLC | 216 | $11.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Larson Financial Group LLC | 184 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 190 | $9.00K | 0.00% | +84+79.2% | Added |
| Front Row Advisors LLC | 175 | $8.00K | 0.00% | +21+13.6% | Added |
| BDO Wealth Advisors, LLC | 167 | $8.00K | 0.00% | +167 | New |
| 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 |