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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 147 | $9.93K | 0.00% | +147 | New |
| Tompkins Financial Corp | 155 | $10.5K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 162 | $10.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 180 | $12.2K | 0.01% | +1+0.6% | Added |
| Torren Management, LLC | 188 | $12.7K | 0.01% | −896−82.7% | Reduced |
| First Horizon Corp | 192 | $13.0K | 0.00% | +169+734.8% | Added |
| Wealth Preservation Advisors, LLC | 192 | $13.0K | 0.01% | +192 | New |
| Salomon & Ludwin, LLC | 196 | $13.4K | 0.00% | +173+752.2% | Added |
| Harbour Investments, Inc. | 204 | $13.8K | 0.00% | +6+3.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 205 | $13.9K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 207 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 212 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 214 | $14.5K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 218 | $14.7K | 0.00% | +218 | New |
| WPG Advisers, LLC | 232 | $15.7K | 0.01% | +15+6.9% | Added |
| Valley National Advisers Inc | 237 | $16.0K | 0.00% | −5−2.1% | Reduced |
| United Community Bank | 238 | $16.1K | 0.01% | −1,047−81.5% | Reduced |
| Hilton Head Capital Partners, LLC | 239 | $16.1K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 240 | $16.2K | 0.02% | +227+1,746.2% | Added |
| EFG International AG | 250 | $16.9K | 0.00% | −78−23.8% | Reduced |
| Owl Creek Wealth Partners LLC | 263 | $17.8K | 0.01% | +263 | New |
| JFS Wealth Advisors, LLC | 275 | $18.6K | 0.00% | +5+1.9% | Added |
| GW&K Investment Management, LLC | 279 | $19.0K | 0.00% | −248−47.1% | Reduced |
| Entrust Financial LLC | 282 | $19.1K | 0.01% | +68+31.8% | Added |
| Rossby Financial, LCC | 294 | $19.9K | 0.00% | +51+21.0% | Added |
| Quent Capital, LLC | 318 | $21.5K | 0.00% | −230−42.0% | Reduced |
| Root Financial Partners, LLC | 321 | $21.7K | 0.00% | −231−41.8% | Reduced |
| Caldwell Trust Co | 324 | $21.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 325 | $22.0K | 0.00% | −177−35.3% | Reduced |
| MBM Wealth Consultants, LLC | 327 | $22.1K | 0.01% | +327 | New |
| Whittier Trust Co | 344 | $23.6K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 350 | $23.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 362 | $24.5K | 0.00% | +225+164.2% | Added |
| Massmutual Trust Co FSB | 379 | $25.6K | 0.00% | +239+170.7% | Added |
| Salem Investment Counselors Inc | 400 | $27.0K | 0.00% | +400 | New |
| Royal London Asset Management Ltd | 444 | $30.0K | 0.00% | −82,681−99.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $33.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 510 | $34.5K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 523 | $35.3K | 0.02% | +523 | New |
| Winthrop Capital Management, LLC | 527 | $36.0K | 0.01% | +483+1,097.7% | Added |
| Bellevue Asset Management, LLC | 541 | $36.6K | 0.02% | +2+0.4% | Added |
| 1248 Management, LLC | 543 | $36.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 548 | $37.0K | 0.03% | −645−54.1% | Reduced |
| Deseret Mutual Benefit Administrators | 549 | $37.1K | 0.01% | +259+89.3% | Added |
| True Wealth Design, LLC | 586 | $39.6K | 0.01% | +169+40.5% | Added |
| Financial Perspectives, Inc | 670 | $45.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 700 | $47.3K | 0.00% | −188−21.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 717 | $48.4K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 738 | $49.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 740 | $50.0K | 0.00% | +216+41.2% | Added |
| Parkside Financial Bank & Trust | 754 | $50.9K | 0.00% | −580−43.5% | Reduced |
| Global X Japan Co., Ltd. | 794 | $53.7K | 0.00% | −472−37.3% | Reduced |
| V-Square Quantitative Management LLC | 832 | $56.2K | 0.01% | +407+95.8% | Added |
| Rialto Wealth Management, LLC | 868 | $58.7K | 0.01% | −12−1.4% | Reduced |
| Fortis Group Advisors, LLC | 870 | $58.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 902 | $60.9K | 0.00% | +158+21.2% | Added |
| Essential Partners LLC | 913 | $61.7K | 0.02% | −4,531−83.2% | Reduced |
| Cary Street Partners Financial LLC | 958 | $64.8K | 0.00% | −43−4.3% | Reduced |
| Anchor Investment Management, LLC | 1,198 | $80.9K | 0.01% | −200−14.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,198 | $80.9K | 0.06% | −1−0.1% | Reduced |
| FIL Ltd | 1,308 | $88.4K | 0.00% | −38,071−96.7% | Reduced |
| Sunbelt Securities, Inc. | 1,333 | $90.1K | 0.01% | −75−5.3% | Reduced |
| Motco | 1,355 | $91.6K | 0.01% | −1,226−47.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,405 | $94.9K | 0.00% | +536+61.7% | Added |
| Cohen & Steers, Inc. | 1,400 | $95.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,566 | $105.8K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,628 | $110.0K | 0.00% | +188+13.1% | Added |
| IFP Advisors, Inc | 1,634 | $110.4K | 0.00% | −56−3.3% | Reduced |
| Versant Capital Management, Inc | 1,887 | $127.5K | 0.01% | +552+41.3% | Added |
| Advisors Asset Management, Inc. | 1,914 | $129.3K | 0.00% | +1,914 | New |
| Smartleaf Asset Management LLC | 1,959 | $130.6K | 0.00% | −81−4.0% | Reduced |
| Capital Analysts, LLC | 2,093 | $141.0K | 0.00% | −47,532−95.8% | Reduced |
| Nisa Investment Advisors, LLC | 2,251 | $152.1K | 0.00% | −694−23.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,397 | $162.0K | 0.00% | +306+14.6% | Added |
| 1620 Investment Advisors, Inc. | 2,467 | $166.7K | 0.11% | +756+44.2% | Added |
| Cary Street Partner Investment Advisory LLC | 2,849 | $192.5K | 0.05% | −635−18.2% | Reduced |
| Bessemer Group Inc | 2,850 | $193.0K | 0.00% | +2,100+280.0% | Added |
| Farther Finance Advisors, LLC | 2,869 | $194.1K | 0.00% | −69−2.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,920 | $197.3K | 0.02% | +1,306+80.9% | Added |
| Moneta Group Investment Advisors LLC | 2,982 | $201.5K | 0.00% | −19−0.6% | Reduced |
| State of Wyoming | 3,021 | $204.1K | 0.02% | +992+48.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,031 | $204.8K | 0.01% | −1,556−33.9% | Reduced |
| Siemens Fonds Invest GmbH | 3,047 | $205.9K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,042 | $206.0K | 0.01% | +408+15.5% | Added |
| Indivisible Partners | 3,055 | $206.4K | 0.02% | +3,055 | New |
| Net Worth Advisory Group | 3,095 | $209.1K | 0.04% | −432−12.2% | Reduced |
| Baker Avenue Asset Management, LP | 3,114 | $210.4K | 0.00% | +3,114 | New |
| SRS Capital Advisors, Inc. | 3,131 | $211.4K | 0.01% | −16,556−84.1% | Reduced |
| McIlrath & Eck, LLC | 3,155 | $213.2K | 0.02% | −561−15.1% | Reduced |
| Allworth Financial LP | 3,156 | $213.2K | 0.00% | +804+34.2% | Added |
| Quadcap Wealth Management, LLC | 3,169 | $214.1K | 0.02% | −2,832−47.2% | Reduced |
| MAI Capital Management | 3,205 | $216.5K | 0.00% | +639+24.9% | Added |
| Teacher Retirement System of Texas | 3,288 | $222.2K | 0.00% | −134,511−97.6% | Reduced |
| Quadrature Capital Ltd | 3,369 | $227.6K | 0.00% | +3,369 | New |
| MetLife Investment Management | 3,429 | $231.7K | 0.00% | +5+0.1% | Added |
| Farringdon Capital, Ltd. | 3,496 | $236.2K | 0.05% | +3,496 | New |
| Meixler Investment Management, Ltd. | 3,464 | $236.7K | 0.13% | −300−8.0% | Reduced |
| Optas, LLC | 3,508 | $237.0K | 0.04% | +3,508 | New |
| Signaturefd, LLC | 3,518 | $237.7K | 0.00% | −267−7.1% | Reduced |
| Hancock Whitney Corp | 3,435 | $238.0K | 0.00% | −527−13.3% | Reduced |