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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 8,447 | $570.8K | 0.01% | +1,111+15.1% | Added |
| Advisor Group Holdings, Inc. | 8,478 | $573.2K | 0.00% | −149−1.7% | Reduced |
| Skopos Labs, Inc. | 8,517 | $575.4K | 0.02% | −1,995−19.0% | Reduced |
| Sylvest Advisors, LLC | 8,595 | $580.8K | 0.31% | +1,030+13.6% | Added |
| Woodline Partners LP | 8,597 | $580.9K | 0.00% | +4,547+112.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,670 | $585.8K | 0.00% | −1,024−10.6% | Reduced |
| Clearstead Advisors, LLC | 8,677 | $586.3K | 0.01% | +610+7.6% | Added |
| Moody Lynn & Lieberson, LLC | 8,706 | $588.3K | 0.03% | −17−0.2% | Reduced |
| Byrne Asset Management LLC | 8,768 | $592.5K | 0.35% | −7,205−45.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,816 | $595.7K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 8,910 | $602.0K | 0.18% | +8,910 | New |
| Haven Private, LLC | 8,927 | $603.2K | 0.26% | −953−9.6% | Reduced |
| Oxford Asset Management LLP | 9,031 | $610.2K | 0.25% | +9,031 | New |
| Boothbay Fund Management, LLC | 9,040 | $610.8K | 0.01% | −17,363−65.8% | Reduced |
| 111 Capital | 9,047 | $611.3K | 0.15% | +9,047 | New |
| Prudential Financial Inc | 9,171 | $619.7K | 0.00% | −1,455−13.7% | Reduced |
| Vident Advisory, LLC | 9,211 | $622.4K | 0.01% | +2,900+46.0% | Added |
| Plato Investment Management Ltd | 9,248 | $625.3K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 9,265 | $626.0K | 0.06% | +425+4.8% | Added |
| CI Private Wealth, LLC | 12,447 | $651.9K | 0.00% | +1,862+17.6% | Added |
| Paradigm Asset Management Co LLC | 9,800 | $662.2K | 0.16% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 9,807 | $662.7K | 0.04% | −5,726−36.9% | Reduced |
| Alps Advisors Inc | 9,838 | $664.8K | 0.00% | +94+1.0% | Added |
| State of Michigan Retirement System | 9,870 | $666.9K | 0.00% | 00.0% | Unchanged |
| one8zero8, LLC | 9,960 | $673.0K | 0.15% | −400−3.9% | Reduced |
| Quinn Opportunity Partners LLC | 10,000 | $675.7K | 0.04% | +10,000 | New |
| Auxano Advisors, LLC | 10,027 | $677.5K | 0.14% | −1,286−11.4% | Reduced |
| Maryland State Retirement & Pension System | 10,044 | $678.7K | 0.01% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 10,562 | $704.0K | 0.01% | +1,619+18.1% | Added |
| 44 Wealth Management LLC | 10,624 | $717.9K | 0.25% | −19,719−65.0% | Reduced |
| Oppenheimer & Co Inc | 10,642 | $719.1K | 0.01% | +38+0.4% | Added |
| Laird Norton Trust Company, LLC | 10,784 | $728.7K | 0.02% | +940+9.5% | Added |
| Rakuten Investment Management, Inc. | 10,965 | $730.8K | 0.00% | +1,654+17.8% | Added |
| Atom Investors LP | 10,899 | $736.4K | 0.05% | +10,899 | New |
| American Century Companies Inc | 10,906 | $736.9K | 0.00% | −33,043−75.2% | Reduced |
| Archford Capital Strategies, LLC | 10,939 | $739.1K | 0.08% | −2,705−19.8% | Reduced |
| Legato Capital Management LLC | 11,041 | $746.0K | 0.07% | −11,189−50.3% | Reduced |
| CIBC Asset Management Inc | 11,286 | $762.6K | 0.00% | −481−4.1% | Reduced |
| Raiffeisen Bank International AG | 11,474 | $764.7K | 0.01% | +2,861+33.2% | Added |
| Affinity Investment Advisors, LLC | 11,341 | $766.3K | 0.48% | +1,720+17.9% | Added |
| Amalgamated Bank | 11,443 | $773.0K | 0.01% | +631+5.8% | Added |
| Chicago Trust Co NA | 11,523 | $778.6K | 0.12% | −1,529−11.7% | Reduced |
| Kestra Advisory Services, LLC | 11,635 | $786.2K | 0.00% | −1,509−11.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 11,879 | $802.5K | 0.00% | −24,739−67.6% | Reduced |
| Rockefeller Capital Management L.P. | 11,936 | $806.5K | 0.00% | +6,129+105.5% | Added |
| Atria Investments LLC | 12,121 | $819.0K | 0.01% | −1,485−10.9% | Reduced |
| Brant Point Investment Management LLC | 12,286 | $830.2K | 0.23% | −7,538−38.0% | Reduced |
| Park Avenue Securities LLC | 12,350 | $834.0K | 0.01% | −35,622−74.3% | Reduced |
| Anchor Capital Advisors LLC | 12,348 | $834.3K | 0.02% | −10,707−46.4% | Reduced |
| Havemeyer Place LP | 12,354 | $834.8K | 0.10% | +12,055+4,031.8% | Added |
| Centiva Capital, LP | 12,391 | $837.3K | 0.04% | +12,391 | New |
| Pensionmark Financial Group, LLC | 12,699 | $858.1K | 0.01% | −3,019−19.2% | Reduced |
| CIBC World Markets Inc. | 12,945 | $874.7K | 0.00% | −348−2.6% | Reduced |
| Intech Investment Management LLC | 13,149 | $888.5K | 0.01% | −184−1.4% | Reduced |
| DRW Securities, LLC | 13,179 | $890.5K | 0.05% | +7,639+137.9% | Added |
| TD Private Client Wealth LLC | 13,366 | $903.1K | 0.02% | −16,659−55.5% | Reduced |
| Polymer Capital Management (US) LLC | 13,448 | $908.7K | 0.13% | +13,448 | New |
| Davis Capital Management | 13,537 | $914.7K | 0.62% | +596+4.6% | Added |
| Impact Partnership Wealth, LLC | 13,661 | $923.1K | 0.11% | +13,661 | New |
| Abn Amro Investment Solutions | 13,723 | $927.3K | 0.01% | +2,449+21.7% | Added |
| Western Wealth Management, LLC | 13,741 | $928.5K | 0.04% | +13,741 | New |
| VARCOV Co. | 13,970 | $944.0K | 0.35% | +13,970 | New |
| Cannon Global Investment Management, LLC | 14,000 | $946.0K | 2.29% | +5,400+62.8% | Added |
| Storgate, LLC | 14,094 | $952.3K | 0.75% | +988+7.5% | Added |
| Avantra Family Wealth, Inc. | 14,136 | $955.2K | 0.71% | −1,039−6.8% | Reduced |
| Wealthfront Advisers LLC | 14,253 | $963.1K | 0.00% | −31,094−68.6% | Reduced |
| CBOE Vest Financial, LLC | 14,562 | $984.0K | 0.01% | +4,537+45.3% | Added |
| Hillsdale Investment Management Inc. | 14,630 | $988.5K | 0.03% | +3,600+32.6% | Added |
| Groupama Asset Managment | 14,809 | $1.00M | 0.01% | +2,131+16.8% | Added |
| Delphi Management Inc | 14,828 | $1.00M | 1.20% | −3,060−17.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,956 | $1.01M | 0.03% | +2,564+20.7% | Added |
| Meiji Yasuda Life Insurance Co | 14,997 | $1.01M | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,256 | $1.03M | 0.12% | +15,256 | New |
| Tower Research Capital LLC (TRC) | 15,323 | $1.04M | 0.03% | +13,043+572.1% | Added |
| CWM Advisors, LLC | 15,978 | $1.08M | 0.06% | −2,130−11.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,320 | $1.10M | 0.01% | −951−5.5% | Reduced |
| Commonwealth Equity Services, LLC | 16,373 | $1.11M | 0.00% | +5,510+50.7% | Added |
| Bridgefront Capital, LLC | 16,453 | $1.11M | 0.28% | +16,453 | New |
| LRI Investments, LLC | 16,473 | $1.11M | 0.10% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,554 | $1.12M | 0.02% | −4,487−21.3% | Reduced |
| Argos Wealth Advisors, LLC | 16,910 | $1.14M | 0.33% | −313−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 17,099 | $1.16M | 0.03% | +6,146+56.1% | Added |
| EP Wealth Advisors, LLC | 17,211 | $1.16M | 0.01% | +10.0% | Added |
| Sanctuary Advisors, LLC | 17,214 | $1.16M | 0.01% | −8,117−32.0% | Reduced |
| Freestone Grove Partners LP | 17,689 | $1.20M | 0.01% | +17,689 | New |
| UniSuper Management Pty Ltd | 17,971 | $1.21M | 0.01% | +14,171+372.9% | Added |
| Convergence Investment Partners, LLC | 17,982 | $1.22M | 0.20% | +17,982 | New |
| Penserra Capital Management LLC | 18,372 | $1.24M | 0.01% | +17,213+1,485.2% | Added |
| CSS LLC | 18,390 | $1.24M | 0.07% | −410−2.2% | Reduced |
| Blair William & Co | 18,533 | $1.25M | 0.00% | −99,588−84.3% | Reduced |
| Osmosis Investment Management UK Ltd | 18,868 | $1.27M | 0.03% | +7,613+67.6% | Added |
| US Bancorp | 19,025 | $1.29M | 0.00% | −16−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 19,251 | $1.30M | 0.01% | +4,898+34.1% | Added |
| The PNC Financial Services Group, Inc. | 20,143 | $1.36M | 0.00% | +408+2.1% | Added |
| Wolverine Asset Management LLC | 20,165 | $1.36M | 0.02% | +15,421+325.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 20,323 | $1.37M | 0.01% | +9,445+86.8% | Added |
| Axq Capital, LP | 20,417 | $1.38M | 0.18% | +7,544+58.6% | Added |
| Rehmann Capital Advisory Group | 20,902 | $1.41M | 0.07% | +4,808+29.9% | Added |
| Catalyst Funds Management Pty Ltd | 21,000 | $1.42M | 0.24% | −700−3.2% | Reduced |
| JustInvest LLC | 21,344 | $1.44M | 0.01% | +3,904+22.4% | Added |