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, Q4 2022
Institutional positions in SS&C Technologies Holdings Inc as of Dec 31, 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
- 535
- +7 vs. Q3 2022
- Shares held
- 210.8M
- −2.63M (−1.2%) vs. Q3 2022
- Total value
- $10.9B
- +$746.2M (+7.3%) vs. Q3 2022
- New holders
- 80
- 195 more added
- Sold out
- 73
- 210 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 9 | $0 | 0.00% | −1,705,482−100.0% | Reduced |
| Alaska Permanent Fund Corp | 5 | $0 | 0.00% | −21−80.8% | Reduced |
| Jones Financial Companies LLLP | 6 | $0 | 0.00% | +6 | New |
| Huntington National Bank | 1 | $52 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $111 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 52 | $182 | 0.00% | +52 | New |
| True Wealth Design, LLC | 5 | $260 | 0.00% | +5 | New |
| Colonial Trust Advisors | 10 | $521 | 0.00% | +10 | New |
| Quent Capital, LLC | 11 | $584 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $833 | 0.00% | +16 | New |
| My Personal CFO, LLC | 16 | $833 | 0.00% | +16 | New |
| First Financial Corp | 17 | $885 | 0.00% | 00.0% | Unchanged |
| American National Bank | 9 | $1.00K | 0.00% | +9 | New |
| Steward Financial Group LLC | 32 | $1.00K | 0.00% | +32 | New |
| Glass Jacobson Investment Advisors llc | 20 | $1.04K | 0.00% | +20 | New |
| Disciplined Investments, LLC | 21 | $1.09K | 0.00% | −11−34.4% | Reduced |
| Rosenberg Matthew Hamilton | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 24 | $1.25K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 26 | $1.35K | 0.00% | +1+4.0% | Added |
| Baker Avenue Asset Management, LP | 32 | $1.67K | 0.00% | +32 | New |
| Manchester Capital Management LLC | 36 | $1.87K | 0.00% | +36 | New |
| Schubert & Co | 37 | $1.93K | 0.00% | −5−11.9% | Reduced |
| Private Trust Co NA | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 43 | $2.24K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $2.55K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 50 | $2.60K | 0.00% | +12+31.6% | Added |
| Thompson Siegel & Walmsley LLC | 66 | $3.00K | 0.00% | −531,827−100.0% | Reduced |
| Bell Investment Advisors, Inc | 62 | $3.23K | 0.00% | −40−39.2% | Reduced |
| Earnest Partners LLC | 63 | $3.28K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 67 | $3.49K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 81 | $4.22K | 0.00% | +18+28.6% | Added |
| Quarry LP | 82 | $4.27K | 0.00% | +82 | New |
| Red Tortoise LLC | 87 | $4.53K | 0.00% | +87 | New |
| Pinnacle Bancorp, Inc. | 88 | $5.00K | 0.00% | −45−33.8% | Reduced |
| Northwest Investment Counselors, LLC | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $5.21K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 112 | $5.83K | 0.00% | +17+17.9% | Added |
| CVA Family Office, LLC | 130 | $6.77K | 0.00% | +130 | New |
| TD Waterhouse Canada Inc. | 120 | $6.97K | 0.00% | +85+242.9% | Added |
| West Branch Capital LLC | 140 | $7.29K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 145 | $7.55K | 0.00% | +145 | New |
| Front Row Advisors LLC | 149 | $8.00K | 0.00% | −26−14.9% | Reduced |
| Capital Advisors, Ltd. LLC | 160 | $8.00K | 0.00% | +139+661.9% | Added |
| Colonial Trust Co | 156 | $8.18K | 0.00% | +156 | New |
| Benjamin Edwards Inc | 175 | $9.00K | 0.00% | −638−78.5% | Reduced |
| Lindbrook Capital, LLC | 175 | $9.11K | 0.00% | −402−69.7% | Reduced |
| AdvisorNet Financial, Inc | 176 | $9.16K | 0.00% | +176 | New |
| Glassman Wealth Services | 181 | $9.42K | 0.00% | +57+46.0% | Added |
| Larson Financial Group LLC | 184 | $9.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 187 | $9.73K | 0.00% | −43−18.7% | Reduced |
| Ellevest, Inc. | 187 | $9.73K | 0.00% | −3−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 213 | $10.0K | 0.00% | +93+77.5% | Added |
| Freedom Wealth Alliance, LLC | 200 | $10.4K | 0.01% | +200 | New |
| One Wealth Advisors, LLC | 209 | $10.9K | 0.00% | +209 | New |
| Tucker Asset Management LLC | 216 | $11.3K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 231 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 240 | $12.5K | 0.00% | +240 | New |
| Crewe Advisors LLC | 248 | $12.9K | 0.00% | −142−36.4% | Reduced |
| Accurate Wealth Management, LLC | 260 | $13.9K | 0.01% | +260 | New |
| GWM Advisors LLC | 302 | $15.7K | 0.00% | +302 | New |
| Salem Investment Counselors Inc | 310 | $16.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 324 | $16.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 282 | $18.0K | 0.00% | −376−57.1% | Reduced |
| Carolinas Wealth Consulting LLC | 352 | $18.3K | 0.00% | +1+0.3% | Added |
| Global Retirement Partners, LLC | 377 | $19.6K | 0.00% | +94+33.2% | Added |
| Newbridge Financial Services Group, Inc. | 383 | $19.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 428 | $22.0K | 0.00% | −95−18.2% | Reduced |
| RFP Financial Group LLC | 449 | $23.4K | 0.01% | +449 | New |
| Allworth Financial LP | 469 | $24.4K | 0.00% | +313+200.6% | Added |
| Bellevue Asset Management, LLC | 520 | $26.9K | 0.02% | +67+14.8% | Added |
| KB Financial Partners, LLC | 510 | $27.0K | 0.01% | +61+13.6% | Added |
| Northwestern Mutual Wealth Management Co | 612 | $31.8K | 0.00% | +85+16.1% | Added |
| Natixis | 626 | $32.6K | 0.00% | +626 | New |
| Financial Avengers, Inc. | 656 | $34.1K | 0.03% | +3+0.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 716 | $37.0K | 0.00% | +462+181.9% | Added |
| Belpointe Asset Management LLC | 764 | $39.8K | 0.00% | +764 | New |
| EverSource Wealth Advisors, LLC | 824 | $42.9K | 0.01% | −275−25.0% | Reduced |
| Caldwell Trust Co | 872 | $45.4K | 0.01% | −90−9.4% | Reduced |
| Park Place Capital Corp | 967 | $50.0K | 0.01% | +967 | New |
| First Horizon Advisors, Inc. | 1,127 | $58.7K | 0.00% | +130+13.0% | Added |
| Proequities, Inc. | 1,139 | $59.3K | 0.00% | −215−15.9% | Reduced |
| Penserra Capital Management LLC | 1,153 | $60.0K | 0.00% | −66−5.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,270 | $66.1K | 0.00% | +1,270 | New |
| AM Squared Ltd | 1,300 | $67.7K | 0.04% | +1,300 | New |
| State of Wyoming | 1,319 | $68.7K | 0.02% | +258+24.3% | Added |
| Comerica Securities,inc. | 1,378 | $71.7K | 0.01% | +1,378 | New |
| Ossiam | 1,539 | $80.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,560 | $81.0K | 0.07% | +851+120.0% | Added |
| Advisory Services Network, LLC | 1,560 | $81.2K | 0.00% | +1,560 | New |
| Clearstead Advisors, LLC | 1,565 | $81.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,591 | $82.8K | 0.01% | +1,178+285.2% | Added |
| Fifth Third Bancorp | 1,824 | $95.0K | 0.00% | +240+15.2% | Added |
| First Manhattan Co | 1,879 | $97.8K | 0.00% | +63+3.5% | Added |
| Parallel Advisors, LLC | 1,887 | $98.2K | 0.00% | +877+86.8% | Added |
| Covey Capital Advisors, LLC | 1,978 | $103.0K | 0.17% | −15,432−88.6% | Reduced |
| Tortoise Investment Management, LLC | 2,000 | $104.1K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,183 | $114.0K | 0.00% | −176−7.5% | Reduced |