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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 3,529 | $238.5K | 0.01% | −606−14.7% | Reduced |
| Krilogy Financial LLC | 3,352 | $239.0K | 0.01% | −378−10.1% | Reduced |
| Copeland Capital Management, LLC | 3,543 | $239.4K | 0.01% | +824+30.3% | Added |
| TCW Group Inc | 3,561 | $240.6K | 0.00% | +172+5.1% | Added |
| Kathmere Capital Management, LLC | 3,582 | $242.0K | 0.02% | +3,582 | New |
| Altar Rock LLC | 3,598 | $243.1K | 0.29% | +3,598 | New |
| Bull Harbor Capital LLC | 3,604 | $243.5K | 0.07% | +3,604 | New |
| Meeder Advisory Services, Inc. | 3,629 | $245.2K | 0.01% | +3,629 | New |
| Quarry LP | 3,710 | $250.7K | 0.05% | +3,710 | New |
| Ascent Group, LLC | 3,749 | $253.3K | 0.01% | +189+5.3% | Added |
| Vise Technologies, Inc. | 2,910 | $254.4K | 0.00% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 3,775 | $255.1K | 0.07% | −600−13.7% | Reduced |
| Johnson Financial Group, LLC | 3,776 | $255.1K | 0.02% | −49−1.3% | Reduced |
| Nicolet Bankshares Inc | 3,788 | $256.0K | 0.01% | −275−6.8% | Reduced |
| AlphaCore Capital LLC | 3,846 | $259.9K | 0.01% | −661−14.7% | Reduced |
| Ritter Alpha, LP | 3,856 | $260.6K | 5.45% | +3,856 | New |
| Buckingham Strategic Partners | 3,867 | $261.3K | 0.00% | −3,061−44.2% | Reduced |
| SGL Investment Advisors, Inc. | 3,946 | $264.5K | 0.10% | −44,278−91.8% | Reduced |
| We Are One Seven, LLC | 3,937 | $266.1K | 0.01% | −7,454−65.4% | Reduced |
| Ironwood Investment Counsel, LLC | 3,938 | $266.2K | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,962 | $267.7K | 0.05% | +3,962 | New |
| HighTower Advisors, LLC | 3,987 | $269.4K | 0.00% | −8,216−67.3% | Reduced |
| Motley Fool Asset Management LLC | 4,033 | $272.5K | 0.01% | +167+4.3% | Added |
| HB Wealth Management, LLC | 4,151 | $280.5K | 0.00% | +256+6.6% | Added |
| Camden Capital, LLC | 4,188 | $283.0K | 0.02% | −1,227−22.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,229 | $286.0K | 0.00% | +362+9.4% | Added |
| Evercore Wealth Management, LLC | 4,410 | $298.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 4,422 | $298.8K | 0.01% | +4,422 | New |
| Ostrum Asset Management | 4,443 | $300.2K | 0.02% | +2,669+150.5% | Added |
| Aaron Wealth Advisors | 4,461 | $301.4K | 0.02% | +899+25.2% | Added |
| Kera Capital Partners, Inc. | 4,486 | $303.1K | 0.04% | +194+4.5% | Added |
| Atlantic Union Bankshares Corp | 4,582 | $309.6K | 0.01% | +434+10.5% | Added |
| Yousif Capital Management, LLC | 4,614 | $311.8K | 0.00% | +245+5.6% | Added |
| National Bank of Canada | 4,670 | $316.0K | 0.00% | +660+16.5% | Added |
| Atomi Financial Group, Inc. | 4,718 | $318.8K | 0.01% | −597−11.2% | Reduced |
| Regions Financial Corp | 4,773 | $322.5K | 0.00% | −2,414−33.6% | Reduced |
| Caxton Associates LLP | 4,797 | $324.1K | 0.01% | +4,797 | New |
| Dynamic Advisor Solutions LLC | 4,997 | $337.6K | 0.01% | +408+8.9% | Added |
| STRS Ohio | 5,004 | $338.1K | 0.00% | −191,708−97.5% | Reduced |
| IMC-Chicago, LLC | 5,131 | $346.7K | 0.01% | −49,188−90.6% | Reduced |
| Mirabella Financial Services LLP | 5,149 | $347.9K | 0.03% | −5,912−53.4% | Reduced |
| Magnetar Financial LLC | 5,172 | $349.5K | 0.00% | +5,172 | New |
| Kovitz Investment Group Partners, LLC | 5,175 | $349.7K | 0.01% | +797+18.2% | Added |
| E. Ohman J:or Asset Management AB | 5,316 | $359.2K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,382 | $363.7K | 0.00% | −9,350−63.5% | Reduced |
| AlphaGrep UK Ltd | 5,388 | $364.1K | 0.11% | +2,990+124.7% | Added |
| ASR Vermogensbeheer N.V. | 5,394 | $364.5K | 0.00% | +125+2.4% | Added |
| NorthCrest Asset Manangement, LLC | 5,372 | $367.1K | 0.01% | −1,703−24.1% | Reduced |
| Mutual Advisors, LLC | 5,469 | $369.6K | 0.01% | +185+3.5% | Added |
| MQS Management LLC | 5,502 | $371.8K | 0.25% | +5,502 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,565 | $376.0K | 0.03% | 00.0% | Unchanged |
| Principal Financial Group Inc | 5,589 | $377.6K | 0.00% | −171−3.0% | Reduced |
| Ossiam | 5,616 | $379.5K | 0.01% | +718+14.7% | Added |
| Snowden Capital Advisors LLC | 5,692 | $384.6K | 0.01% | −1,886−24.9% | Reduced |
| Chicago Partners Investment Group LLC | 5,472 | $386.8K | 0.01% | +5,472 | New |
| Alhambra Investment Partners LLC | 5,755 | $388.9K | 0.18% | −1,544−21.2% | Reduced |
| Pallas Capital Advisors LLC | 5,869 | $396.6K | 0.01% | −7,344−55.6% | Reduced |
| Neo Ivy Capital Management | 5,921 | $400.1K | 0.11% | +5,921 | New |
| Oslo Pensjonsforsikring AS | 5,942 | $401.5K | 0.06% | +5,942 | New |
| R Squared Ltd | 5,975 | $403.7K | 0.22% | +5,975 | New |
| Quadrant Capital Group LLC | 5,976 | $403.8K | 0.01% | +848+16.5% | Added |
| United Capital Financial Advisers, LLC | 6,021 | $406.8K | 0.00% | +476+8.6% | Added |
| GAMMA Investing LLC | 6,078 | $410.7K | 0.02% | +204+3.5% | Added |
| Ritholtz Wealth Management | 6,079 | $410.8K | 0.01% | −14,626−70.6% | Reduced |
| North Dakota State Investment Board | 6,117 | $413.3K | 0.02% | −1,329−17.8% | Reduced |
| Virtu Financial LLC | 6,122 | $414.0K | 0.02% | +6,122 | New |
| Evolve Private Wealth, LLC | 6,148 | $415.4K | 0.02% | −948−13.4% | Reduced |
| Integrated Investment Consultants, LLC | 6,194 | $418.5K | 0.09% | −9,260−59.9% | Reduced |
| Blueshift Asset Management, LLC | 6,215 | $419.9K | 0.13% | +6,215 | New |
| Hantz Financial Services, Inc. | 6,346 | $429.0K | 0.01% | −70,802−91.8% | Reduced |
| Qtron Investments LLC | 6,413 | $433.3K | 0.06% | +1,284+25.0% | Added |
| Legacy Wealth Asset Management, LLC | 6,474 | $437.4K | 0.11% | −1,648−20.3% | Reduced |
| Advisory Services Network, LLC | 6,592 | $445.4K | 0.01% | +1,913+40.9% | Added |
| Prudent Man Advisors, LLC | 6,625 | $447.7K | 0.13% | +2,312+53.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $457.6K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,800 | $459.5K | 0.00% | −1,215−15.2% | Reduced |
| M&T Bank Corp | 6,988 | $471.8K | 0.00% | +584+9.1% | Added |
| Denali Advisors LLC | 7,000 | $473.0K | 0.05% | −700−9.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 7,096 | $479.5K | 0.13% | +17+0.2% | Added |
| Sentinus, LLC | 7,177 | $484.9K | 0.04% | +539+8.1% | Added |
| Warren Averett Asset Management, LLC | 7,373 | $498.2K | 0.00% | −120−1.6% | Reduced |
| Aristeia Capital LLC | 7,399 | $499.9K | 0.01% | +1,704+29.9% | Added |
| Callan Family Office, LLC | 7,433 | $502.2K | 0.01% | +375+5.3% | Added |
| Groesbeck Investment Management Corp | 7,473 | $505.0K | 0.98% | 00.0% | Unchanged |
| Avanza Fonder AB | 7,476 | $505.2K | 0.01% | +126+1.7% | Added |
| J.Safra Asset Management Corp | 7,537 | $509.3K | 0.03% | +945+14.3% | Added |
| Principal Securities, Inc. | 7,602 | $513.7K | 0.01% | +524+7.4% | Added |
| Cornerstone Investment Partners, LLC | 7,677 | $518.7K | 0.02% | +211+2.8% | Added |
| Eagle Rock Investment Company, LLC | 7,700 | $520.3K | 0.08% | −1,770−18.7% | Reduced |
| Sequoia Financial Advisors, LLC | 7,941 | $536.6K | 0.00% | −6,252−44.0% | Reduced |
| Sheets Smith Wealth Management | 7,947 | $537.0K | 0.06% | +7,947 | New |
| Triad Wealth Partners, LLC | 7,952 | $537.3K | 0.04% | +249+3.2% | Added |
| Baird Financial Group, Inc. | 7,981 | $539.3K | 0.00% | −144−1.8% | Reduced |
| Truvestments Capital LLC | 8,008 | $541.1K | 0.10% | −746−8.5% | Reduced |
| Integrated Wealth Concepts LLC | 8,038 | $543.1K | 0.00% | +8,038 | New |
| Credit Agricole S A | 8,071 | $545.4K | 0.00% | −54,528−87.1% | Reduced |
| Allianz Asset Management GmbH | 8,098 | $547.2K | 0.00% | −72−0.9% | Reduced |
| Saudi Central Bank | 8,107 | $547.8K | 0.01% | +8,107 | New |
| Fiduciary Trust Co | 8,236 | $556.5K | 0.01% | +2,074+33.7% | Added |
| Vestcor Inc | 8,237 | $557.0K | 0.02% | 00.0% | Unchanged |