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 |
|---|---|---|---|---|---|
| Yorktown Management & Research Co Inc | 5,100 | $265.5K | 0.32% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,065 | $264.0K | 0.02% | −5,881−53.7% | Reduced |
| 9258 Wealth Management, LLC | 5,058 | $263.3K | 0.06% | +5+0.1% | Added |
| Exencial Wealth Advisors, LLC | 5,054 | $263.1K | 0.01% | +791+18.6% | Added |
| Community Capital Management, Inc. | 5,000 | $260.3K | 0.34% | −12,500−71.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,995 | $260.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,954 | $257.9K | 0.04% | −410−7.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,768 | $248.2K | 0.02% | +354+8.0% | Added |
| Fulton Bank, N.A. | 4,720 | $246.0K | 0.01% | +4,720 | New |
| Motley Fool Asset Management LLC | 4,650 | $242.1K | 0.03% | −364−7.3% | Reduced |
| Vident Investment Advisory, LLC | 4,637 | $241.4K | 0.01% | +4,637 | New |
| Avestar Capital, LLC | 4,603 | $239.6K | 0.05% | −1,689−26.8% | Reduced |
| Cornercap Investment Counsel Inc | 4,590 | $239.0K | 0.04% | −56,725−92.5% | Reduced |
| Sawgrass Asset Management LLC | 4,569 | $237.9K | 0.03% | −11,987−72.4% | Reduced |
| MetLife Investment Management | 4,560 | $237.4K | 0.00% | −30−0.7% | Reduced |
| Park Avenue Securities LLC | 4,490 | $234.0K | 0.00% | −373−7.7% | Reduced |
| Integrated Investment Consultants, LLC | 4,292 | $223.4K | 0.08% | +4,292 | New |
| Yousif Capital Management, LLC | 4,267 | $222.1K | 0.00% | +4,267 | New |
| Cooper Financial Group | 4,248 | $221.1K | 0.07% | +4,248 | New |
| Signaturefd, LLC | 4,243 | $220.9K | 0.01% | +2,171+104.8% | Added |
| SRS Capital Advisors, Inc. | 4,213 | $219.4K | 0.03% | +699+19.9% | Added |
| Petrus Trust Company, LTA | 4,146 | $215.8K | 0.03% | +4,146 | New |
| Sky Investment Group LLC | 4,050 | $211.0K | 0.05% | +4,050 | New |
| Banque Cantonale Vaudoise | 4,015 | $209.0K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 3,997 | $208.1K | 0.01% | +3,997 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4,000 | $208.0K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,986 | $207.5K | 0.05% | −918−18.7% | Reduced |
| Wolverine Trading, LLC | 3,909 | $204.0K | 0.00% | +3,909 | New |
| Wealth Alliance | 3,911 | $203.6K | 0.04% | +3,911 | New |
| Quadrature Capital Ltd | 3,896 | $202.8K | 0.01% | +3,896 | New |
| Rockefeller Capital Management L.P. | 3,287 | $171.0K | 0.00% | −1,078−24.7% | Reduced |
| Seaport Global Advisors, LLC | 3,110 | $161.9K | 0.56% | +837+36.8% | Added |
| Carmignac Gestion | 3,025 | $157.5K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,497 | $130.0K | 0.00% | −15,027−85.8% | Reduced |
| American International Group, Inc. | 2,269 | $118.1K | 0.00% | −72−3.1% | Reduced |
| CWM, LLC | 2,183 | $114.0K | 0.00% | −176−7.5% | Reduced |
| Tortoise Investment Management, LLC | 2,000 | $104.1K | 0.02% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 1,978 | $103.0K | 0.17% | −15,432−88.6% | Reduced |
| Parallel Advisors, LLC | 1,887 | $98.2K | 0.00% | +877+86.8% | Added |
| First Manhattan Co | 1,879 | $97.8K | 0.00% | +63+3.5% | Added |
| Fifth Third Bancorp | 1,824 | $95.0K | 0.00% | +240+15.2% | Added |
| Quadrant Capital Group LLC | 1,591 | $82.8K | 0.01% | +1,178+285.2% | Added |
| Clearstead Advisors, LLC | 1,565 | $81.5K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,560 | $81.2K | 0.00% | +1,560 | New |
| Covestor Ltd | 1,560 | $81.0K | 0.07% | +851+120.0% | Added |
| Ossiam | 1,539 | $80.1K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,378 | $71.7K | 0.01% | +1,378 | New |
| State of Wyoming | 1,319 | $68.7K | 0.02% | +258+24.3% | Added |
| AM Squared Ltd | 1,300 | $67.7K | 0.04% | +1,300 | New |
| U.S. Capital Wealth Advisors, LLC | 1,270 | $66.1K | 0.00% | +1,270 | New |
| Penserra Capital Management LLC | 1,153 | $60.0K | 0.00% | −66−5.4% | Reduced |
| Proequities, Inc. | 1,139 | $59.3K | 0.00% | −215−15.9% | Reduced |
| First Horizon Advisors, Inc. | 1,127 | $58.7K | 0.00% | +130+13.0% | Added |
| Park Place Capital Corp | 967 | $50.0K | 0.01% | +967 | New |
| Caldwell Trust Co | 872 | $45.4K | 0.01% | −90−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 824 | $42.9K | 0.01% | −275−25.0% | Reduced |
| Belpointe Asset Management LLC | 764 | $39.8K | 0.00% | +764 | New |
| Benjamin F. Edwards & Company, Inc. | 716 | $37.0K | 0.00% | +462+181.9% | Added |
| Financial Avengers, Inc. | 656 | $34.1K | 0.03% | +3+0.5% | Added |
| Natixis | 626 | $32.6K | 0.00% | +626 | New |
| Northwestern Mutual Wealth Management Co | 612 | $31.8K | 0.00% | +85+16.1% | Added |
| KB Financial Partners, LLC | 510 | $27.0K | 0.01% | +61+13.6% | Added |
| Bellevue Asset Management, LLC | 520 | $26.9K | 0.02% | +67+14.8% | Added |
| Allworth Financial LP | 469 | $24.4K | 0.00% | +313+200.6% | Added |
| RFP Financial Group LLC | 449 | $23.4K | 0.01% | +449 | New |
| Tower Research Capital LLC (TRC) | 428 | $22.0K | 0.00% | −95−18.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 383 | $19.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 377 | $19.6K | 0.00% | +94+33.2% | Added |
| Carolinas Wealth Consulting LLC | 352 | $18.3K | 0.00% | +1+0.3% | Added |
| IFP Advisors, Inc | 282 | $18.0K | 0.00% | −376−57.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 324 | $16.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 310 | $16.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 302 | $15.7K | 0.00% | +302 | New |
| Accurate Wealth Management, LLC | 260 | $13.9K | 0.01% | +260 | New |
| Crewe Advisors LLC | 248 | $12.9K | 0.00% | −142−36.4% | Reduced |
| Farther Finance Advisors, LLC | 240 | $12.5K | 0.00% | +240 | New |
| RWM Asset Management, LLC | 231 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 216 | $11.3K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 209 | $10.9K | 0.00% | +209 | New |
| Freedom Wealth Alliance, LLC | 200 | $10.4K | 0.01% | +200 | New |
| Ronald Blue Trust, Inc. | 213 | $10.0K | 0.00% | +93+77.5% | Added |
| JFS Wealth Advisors, LLC | 187 | $9.73K | 0.00% | −43−18.7% | Reduced |
| Ellevest, Inc. | 187 | $9.73K | 0.00% | −3−1.6% | Reduced |
| Larson Financial Group LLC | 184 | $9.58K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 181 | $9.42K | 0.00% | +57+46.0% | Added |
| AdvisorNet Financial, Inc | 176 | $9.16K | 0.00% | +176 | New |
| Lindbrook Capital, LLC | 175 | $9.11K | 0.00% | −402−69.7% | Reduced |
| Benjamin Edwards Inc | 175 | $9.00K | 0.00% | −638−78.5% | Reduced |
| Colonial Trust Co | 156 | $8.18K | 0.00% | +156 | 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 |
| Hollencrest Capital Management | 145 | $7.55K | 0.00% | +145 | New |
| West Branch Capital LLC | 140 | $7.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $6.97K | 0.00% | +85+242.9% | Added |
| CVA Family Office, LLC | 130 | $6.77K | 0.00% | +130 | New |
| Harbour Investments, Inc. | 112 | $5.83K | 0.00% | +17+17.9% | Added |
| Northwest Investment Counselors, LLC | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $5.21K | 0.00% | +100 | New |
| Pinnacle Bancorp, Inc. | 88 | $5.00K | 0.00% | −45−33.8% | Reduced |
| Red Tortoise LLC | 87 | $4.53K | 0.00% | +87 | New |