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 |
|---|---|---|---|---|---|
| Quarry LP | 82 | $4.27K | 0.00% | +82 | New |
| Parkside Financial Bank & Trust | 81 | $4.22K | 0.00% | +18+28.6% | Added |
| Aua Capital Management, LLC | 67 | $3.49K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 63 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $3.23K | 0.00% | −40−39.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 66 | $3.00K | 0.00% | −531,827−100.0% | Reduced |
| TCI Wealth Advisors, Inc. | 50 | $2.60K | 0.00% | +12+31.6% | Added |
| Carmichael Hill & Associates, Inc. | 49 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 43 | $2.24K | 0.00% | 00.0% | Unchanged |
| 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 |
| Schubert & Co | 37 | $1.93K | 0.00% | −5−11.9% | Reduced |
| Manchester Capital Management LLC | 36 | $1.87K | 0.00% | +36 | New |
| Baker Avenue Asset Management, LP | 32 | $1.67K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 26 | $1.35K | 0.00% | +1+4.0% | Added |
| FinTrust Capital Advisors, LLC | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 24 | $1.25K | 0.00% | +24 | New |
| Disciplined Investments, LLC | 21 | $1.09K | 0.00% | −11−34.4% | Reduced |
| Rosenberg Matthew Hamilton | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 20 | $1.04K | 0.00% | +20 | New |
| American National Bank | 9 | $1.00K | 0.00% | +9 | New |
| Steward Financial Group LLC | 32 | $1.00K | 0.00% | +32 | New |
| First Financial Corp | 17 | $885 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $833 | 0.00% | +16 | New |
| My Personal CFO, LLC | 16 | $833 | 0.00% | +16 | New |
| Quent Capital, LLC | 11 | $584 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $521 | 0.00% | +10 | New |
| True Wealth Design, LLC | 5 | $260 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 52 | $182 | 0.00% | +52 | New |
| JJJ Advisors Inc. | 2 | $111 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $52 | 0.00% | 00.0% | Unchanged |
| 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 |
| Blacksheep Fund Management Ltd | 0 | $0 | 0.00% | −1,429,308−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −1,070,765−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −581,742−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −521,700−100.0% | Sold out |
| Pertento Partners LLP | 0 | $0 | 0.00% | −326,444−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −280,678−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −141,900−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −106,483−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −83,434−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −77,808−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −77,100−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −74,596−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −57,235−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −48,150−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −47,397−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −39,563−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −39,450−100.0% | Sold out |
| Sycomore Asset Management | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −31,226−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −28,750−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −28,516−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −28,453−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −28,428−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −24,848−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −24,781−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −24,097−100.0% | Sold out |
| Southeast Asset Advisors Inc. | 0 | $0 | 0.00% | −22,014−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,255−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −19,862−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −18,119−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,178−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −12,383−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −11,483−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,464−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −9,524−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,807−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −8,380−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −8,149−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,988−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,177−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −6,049−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −5,871−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,301−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −4,756−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,654−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −2,631−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,252−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Guardian Wealth Management, Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |