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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, Q1 2026

Institutional positions in SS&C Technologies Holdings Inc as of Mar 31, 2026. 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
721
−25 vs. Q4 2025
Shares held
200.6M
+16.9M (+9.2%) vs. Q4 2025
Total value
$13.6B
−$2.49B (−15.5%) vs. Q4 2025
New holders
104
285 more added
Sold out
129
257 more reduced

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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.

Institutional holdersQ1 2026: 721 institutions
Q1 2021: 487 institutionsQ2 2021: 483 institutionsQ3 2021: 507 institutionsQ4 2021: 541 institutionsQ1 2022: 565 institutionsQ2 2022: 559 institutionsQ3 2022: 537 institutionsQ4 2022: 535 institutionsQ1 2023: 534 institutionsQ2 2023: 529 institutionsQ3 2023: 531 institutionsQ4 2023: 562 institutionsQ1 2024: 573 institutionsQ2 2024: 577 institutionsQ3 2024: 664 institutionsQ4 2024: 649 institutionsQ1 2025: 718 institutionsQ2 2025: 693 institutionsQ3 2025: 722 institutionsQ4 2025: 758 institutionsQ1 2026: 721 institutionsQ2 2026: 727 institutions
Value heldQ1 2026: $13.6B
Q1 2021: $14.6BQ2 2021: $15.2BQ3 2021: $14.5BQ4 2021: $17.5BQ1 2022: $16.1BQ2 2022: $12.5BQ3 2022: $10.2BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $12.6BQ3 2023: $10.9BQ4 2023: $12.6BQ1 2024: $13.2BQ2 2024: $12.8BQ3 2024: $15.2BQ4 2024: $15.7BQ1 2025: $17.1BQ2 2025: $17.1BQ3 2025: $18.0BQ4 2025: $18.1BQ1 2026: $13.6BQ2 2026: $12.6B
Institutions holding SSNC and their total value by quarter
QuarterHoldersValue
Q2 2026727$12.6B
Q1 2026721$13.6B
Q4 2025758$18.1B
Q3 2025722$18.0B
Q2 2025693$17.1B
Q1 2025718$17.1B
Q4 2024649$15.7B
Q3 2024664$15.2B
Q2 2024577$12.8B
Q1 2024573$13.2B
Q4 2023562$12.6B
Q3 2023531$10.9B
Q2 2023529$12.6B
Q1 2023534$11.9B
Q4 2022535$10.9B
Q3 2022537$10.2B
Q2 2022559$12.5B
Q1 2022565$16.1B
Q4 2021541$17.5B
Q3 2021507$14.5B
Q2 2021483$15.2B
Q1 2021487$14.6B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q4 2025.

Institutions holding SSNC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Harvest Fund Management Co., Ltd1$00.00%−1,474−99.9%Reduced
Toth Financial Advisory Corp1$680.00%00.0%Unchanged
TFC Financial Management1$680.00%00.0%Unchanged
Raffa Wealth Management, LLC2$1350.00%+2New
DHJJ Financial Advisors, Ltd.2$1360.00%00.0%Unchanged
Vision Financial Markets LLC3$1380.00%00.0%Unchanged
Leo H. Evart, Inc.2$1460.00%+2New
ROSS\JOHNSON & Associates LLC4$2700.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC4$2710.00%+4New
Seneschal Advisors, LLC5$3380.00%−1−16.7%Reduced
Westside Investment Management, Inc.5$3380.00%00.0%Unchanged
Elevated Capital Advisors, LLC5$3380.00%00.0%Unchanged
SHP Wealth Management5$3380.00%+5New
Curio Wealth, LLC6$4050.00%+6New
American Capital Advisory, LLC6$4060.00%−3−33.3%Reduced
Bare Financial Services, Inc7$4730.00%−56−88.9%Reduced
Legacy Wealth Managment, LLC7$4730.00%00.0%Unchanged
North Star Investment Management Corp.7$4730.00%+1+16.7%Added
Breakwater Investment Management7$4730.00%+7New
HFM Investment Advisors, LLC8$5410.00%−5−38.5%Reduced
Retirement Wealth Solutions LLC8$5410.00%+8New
TopTier Wealth Management, LLC8$5410.00%+8New
Quaker Wealth Management, LLC9$6090.00%−1−10.0%Reduced
Rakuten Securities, Inc.12$8110.00%−8−40.0%Reduced
Triumph Capital Management12$8110.00%−4−25.0%Reduced
Vermillion Wealth Management, Inc.12$8110.00%+12New
SBI Securities Co., Ltd.13$8780.00%+1+8.3%Added
Hughes Financial Services, LLC15$1.01K0.00%−7−31.8%Reduced
Manchester Capital Management LLC15$1.01K0.00%00.0%Unchanged
IMA Wealth, Inc.16$1.08K0.00%−18−52.9%Reduced
Aspect Partners, LLC19$1.28K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC20$1.35K0.00%+20New
Activest Wealth Management21$1.42K0.00%+20+2,000.0%Added
CoreCap Advisors, LLC22$1.49K0.00%00.0%Unchanged
Cornerstone Financial Management LLC25$1.69K0.00%+8+47.1%Added
Bay Harbor Wealth Management, LLC26$1.76K0.00%00.0%Unchanged
Abound Wealth Management27$1.82K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.28$1.89K0.00%+28New
TD Capital Management LLC29$1.93K0.00%+1+3.6%Added
HM Payson & Co29$1.96K0.00%00.0%Unchanged
Avion Wealth40$2.00K0.00%+17+73.9%Added
MV Capital Management, Inc.30$2.03K0.00%+20+200.0%Added
Sunrise Financial Services, LLC31$2.10K0.00%00.0%Unchanged
International Assets Investment Management, LLC31$2.10K0.00%−8−20.5%Reduced
Principia Wealth Advisory, LLC32$2.16K0.00%+27+540.0%Added
Kilter Group LLC32$2.16K0.00%+8+33.3%Added
Marquette Asset Management, LLC32$2.16K0.00%+32New
United Financial Planning Group LLC34$2.30K0.00%−68−66.7%Reduced
AdvisorNet Financial, Inc34$2.30K0.00%−20−37.0%Reduced
NBC Securities, Inc.36$2.43K0.00%00.0%Unchanged
UMA Financial Services, Inc.39$2.64K0.00%+37+1,850.0%Added
Cromwell Holdings LLC40$2.70K0.00%+11+37.9%Added
Albion Financial Group40$2.70K0.00%+40New
Intentional Wealth Strategies, LLC41$2.77K0.00%+41New
DiNuzzo Private Wealth, Inc.41$2.77K0.00%+1+2.5%Added
South State Corp.41$2.77K0.00%+14+51.9%Added
Umb Bank N A42$2.84K0.00%−326−88.6%Reduced
Cornerstone Planning Group LLC42$2.84K0.00%+2+5.0%Added
Bartlett & Co. Wealth Management LLC43$2.98K0.00%00.0%Unchanged
Coston, McIsaac & Partners54$3.00K0.00%00.0%Unchanged
Purpose Unlimited Inc.49$3.31K0.00%−105−68.2%Reduced
Keating Financial Advisory Services, Inc.51$3.45K0.00%−93−64.6%Reduced
Bogart Wealth, LLC57$3.85K0.00%+3+5.6%Added
SJS Investment Consulting Inc.57$3.85K0.00%+15+35.7%Added
Sachetta, LLC57$3.85K0.00%+41+256.3%Added
Colonial Trust Co58$3.92K0.00%−108−65.1%Reduced
Kayne Anderson Rudnick Investment Management LLC58$3.92K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC59$3.99K0.00%00.0%Unchanged
Brown Brothers Harriman & Co60$4.05K0.00%−66−52.4%Reduced
Dogwood Wealth Management LLC63$4.26K0.00%+56+800.0%Added
Mather Group, LLC.64$4.32K0.00%+64New
Signature Equity Partners, LLC66$4.46K0.00%+8+13.8%Added
Wilkerson Advisory Group LLC69$4.66K0.00%+24+53.3%Added
Twin Peaks Wealth Advisors, LLC73$4.93K0.00%+73New
Farmers & Merchants Trust Co of Chambersburg PA78$5.00K0.00%00.0%Unchanged
Benson Wealth Management INC76$5.13K0.01%00.0%Unchanged
ZRC Wealth Management, LLC83$5.61K0.00%+83New
Spire Wealth Management87$5.88K0.00%−782−90.0%Reduced
Red Tortoise LLC87$5.88K0.00%00.0%Unchanged
Bell Investment Advisors, Inc92$6.22K0.00%−20−17.9%Reduced
DAGCO, Inc.93$6.28K0.00%00.0%Unchanged
Highline Wealth Partners LLC96$6.49K0.00%−137−58.8%Reduced
Key Financial Inc96$6.49K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.98$6.62K0.00%−141−59.0%Reduced
Crewe Advisors LLC98$6.62K0.00%+6+6.5%Added
St Germain D J Co Inc99$6.69K0.00%00.0%Unchanged
Aventura Private Wealth, LLC100$6.76K0.00%00.0%Unchanged
JPL Wealth Management, LLC107$7.23K0.00%+107New
Basepoint Wealth LLC107$7.25K0.00%+1+0.9%Added
Private Wealth Management Group, LLC108$7.30K0.00%+40+58.8%Added
Park Place Capital Corp115$7.77K0.00%−9−7.3%Reduced
Ogorek Anthony Joseph121$8.00K0.00%+49+68.1%Added
Pinnacle Wealth Planning Services, Inc.125$8.45K0.00%+14+12.6%Added
Global Trust Asset Management, LLC128$8.65K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC129$8.72K0.00%−90−41.1%Reduced
TD Waterhouse Canada Inc.135$9.12K0.00%00.0%Unchanged
Meeder Asset Management Inc137$9.26K0.00%+137New
West Branch Capital LLC142$9.60K0.00%00.0%Unchanged
First Pacific Financial144$9.73K0.00%+40+38.5%Added
Fortitude Family Office, LLC145$9.80K0.00%+5+3.6%Added