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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 9,800 | $662.2K | 0.16% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,447 | $651.9K | 0.00% | +1,862+17.6% | Added |
| Carret Asset Management, LLC | 9,265 | $626.0K | 0.06% | +425+4.8% | Added |
| Plato Investment Management Ltd | 9,248 | $625.3K | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,211 | $622.4K | 0.01% | +2,900+46.0% | Added |
| Prudential Financial Inc | 9,171 | $619.7K | 0.00% | −1,455−13.7% | Reduced |
| 111 Capital | 9,047 | $611.3K | 0.15% | +9,047 | New |
| Boothbay Fund Management, LLC | 9,040 | $610.8K | 0.01% | −17,363−65.8% | Reduced |
| Oxford Asset Management LLP | 9,031 | $610.2K | 0.25% | +9,031 | New |
| Haven Private, LLC | 8,927 | $603.2K | 0.26% | −953−9.6% | Reduced |
| EntryPoint Capital, LLC | 8,910 | $602.0K | 0.18% | +8,910 | New |
| Tokio Marine Asset Management Co Ltd | 8,816 | $595.7K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 8,768 | $592.5K | 0.35% | −7,205−45.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,706 | $588.3K | 0.03% | −17−0.2% | Reduced |
| Clearstead Advisors, LLC | 8,677 | $586.3K | 0.01% | +610+7.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,670 | $585.8K | 0.00% | −1,024−10.6% | Reduced |
| Woodline Partners LP | 8,597 | $580.9K | 0.00% | +4,547+112.3% | Added |
| Sylvest Advisors, LLC | 8,595 | $580.8K | 0.31% | +1,030+13.6% | Added |
| Skopos Labs, Inc. | 8,517 | $575.4K | 0.02% | −1,995−19.0% | Reduced |
| Advisor Group Holdings, Inc. | 8,478 | $573.2K | 0.00% | −149−1.7% | Reduced |
| CAPROCK Group, Inc. | 8,447 | $570.8K | 0.01% | +1,111+15.1% | Added |
| Vestcor Inc | 8,237 | $557.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,236 | $556.5K | 0.01% | +2,074+33.7% | Added |
| Saudi Central Bank | 8,107 | $547.8K | 0.01% | +8,107 | New |
| Allianz Asset Management GmbH | 8,098 | $547.2K | 0.00% | −72−0.9% | Reduced |
| Credit Agricole S A | 8,071 | $545.4K | 0.00% | −54,528−87.1% | Reduced |
| Integrated Wealth Concepts LLC | 8,038 | $543.1K | 0.00% | +8,038 | New |
| Truvestments Capital LLC | 8,008 | $541.1K | 0.10% | −746−8.5% | Reduced |
| Baird Financial Group, Inc. | 7,981 | $539.3K | 0.00% | −144−1.8% | Reduced |
| Triad Wealth Partners, LLC | 7,952 | $537.3K | 0.04% | +249+3.2% | Added |
| Sheets Smith Wealth Management | 7,947 | $537.0K | 0.06% | +7,947 | New |
| Sequoia Financial Advisors, LLC | 7,941 | $536.6K | 0.00% | −6,252−44.0% | Reduced |
| Eagle Rock Investment Company, LLC | 7,700 | $520.3K | 0.08% | −1,770−18.7% | Reduced |
| Cornerstone Investment Partners, LLC | 7,677 | $518.7K | 0.02% | +211+2.8% | Added |
| Principal Securities, Inc. | 7,602 | $513.7K | 0.01% | +524+7.4% | Added |
| J.Safra Asset Management Corp | 7,537 | $509.3K | 0.03% | +945+14.3% | Added |
| Avanza Fonder AB | 7,476 | $505.2K | 0.01% | +126+1.7% | Added |
| Groesbeck Investment Management Corp | 7,473 | $505.0K | 0.98% | 00.0% | Unchanged |
| Callan Family Office, LLC | 7,433 | $502.2K | 0.01% | +375+5.3% | Added |
| Aristeia Capital LLC | 7,399 | $499.9K | 0.01% | +1,704+29.9% | Added |
| Warren Averett Asset Management, LLC | 7,373 | $498.2K | 0.00% | −120−1.6% | Reduced |
| Sentinus, LLC | 7,177 | $484.9K | 0.04% | +539+8.1% | Added |
| Walter & Keenan Financial Consulting Co | 7,096 | $479.5K | 0.13% | +17+0.2% | Added |
| Denali Advisors LLC | 7,000 | $473.0K | 0.05% | −700−9.1% | Reduced |
| M&T Bank Corp | 6,988 | $471.8K | 0.00% | +584+9.1% | Added |
| Merit Financial Group, LLC | 6,800 | $459.5K | 0.00% | −1,215−15.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,772 | $457.6K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 6,625 | $447.7K | 0.13% | +2,312+53.6% | Added |
| Advisory Services Network, LLC | 6,592 | $445.4K | 0.01% | +1,913+40.9% | Added |
| Legacy Wealth Asset Management, LLC | 6,474 | $437.4K | 0.11% | −1,648−20.3% | Reduced |
| Qtron Investments LLC | 6,413 | $433.3K | 0.06% | +1,284+25.0% | Added |
| Hantz Financial Services, Inc. | 6,346 | $429.0K | 0.01% | −70,802−91.8% | Reduced |
| Blueshift Asset Management, LLC | 6,215 | $419.9K | 0.13% | +6,215 | New |
| Integrated Investment Consultants, LLC | 6,194 | $418.5K | 0.09% | −9,260−59.9% | Reduced |
| Evolve Private Wealth, LLC | 6,148 | $415.4K | 0.02% | −948−13.4% | Reduced |
| Virtu Financial LLC | 6,122 | $414.0K | 0.02% | +6,122 | New |
| North Dakota State Investment Board | 6,117 | $413.3K | 0.02% | −1,329−17.8% | Reduced |
| Ritholtz Wealth Management | 6,079 | $410.8K | 0.01% | −14,626−70.6% | Reduced |
| GAMMA Investing LLC | 6,078 | $410.7K | 0.02% | +204+3.5% | Added |
| United Capital Financial Advisers, LLC | 6,021 | $406.8K | 0.00% | +476+8.6% | Added |
| Quadrant Capital Group LLC | 5,976 | $403.8K | 0.01% | +848+16.5% | Added |
| R Squared Ltd | 5,975 | $403.7K | 0.22% | +5,975 | New |
| Oslo Pensjonsforsikring AS | 5,942 | $401.5K | 0.06% | +5,942 | New |
| Neo Ivy Capital Management | 5,921 | $400.1K | 0.11% | +5,921 | New |
| Pallas Capital Advisors LLC | 5,869 | $396.6K | 0.01% | −7,344−55.6% | Reduced |
| Alhambra Investment Partners LLC | 5,755 | $388.9K | 0.18% | −1,544−21.2% | Reduced |
| Chicago Partners Investment Group LLC | 5,472 | $386.8K | 0.01% | +5,472 | New |
| Snowden Capital Advisors LLC | 5,692 | $384.6K | 0.01% | −1,886−24.9% | Reduced |
| Ossiam | 5,616 | $379.5K | 0.01% | +718+14.7% | Added |
| Principal Financial Group Inc | 5,589 | $377.6K | 0.00% | −171−3.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,565 | $376.0K | 0.03% | 00.0% | Unchanged |
| MQS Management LLC | 5,502 | $371.8K | 0.25% | +5,502 | New |
| Mutual Advisors, LLC | 5,469 | $369.6K | 0.01% | +185+3.5% | Added |
| NorthCrest Asset Manangement, LLC | 5,372 | $367.1K | 0.01% | −1,703−24.1% | Reduced |
| ASR Vermogensbeheer N.V. | 5,394 | $364.5K | 0.00% | +125+2.4% | Added |
| AlphaGrep UK Ltd | 5,388 | $364.1K | 0.11% | +2,990+124.7% | Added |
| Kestra Private Wealth Services, LLC | 5,382 | $363.7K | 0.00% | −9,350−63.5% | Reduced |
| E. Ohman J:or Asset Management AB | 5,316 | $359.2K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 5,175 | $349.7K | 0.01% | +797+18.2% | Added |
| Magnetar Financial LLC | 5,172 | $349.5K | 0.00% | +5,172 | New |
| Mirabella Financial Services LLP | 5,149 | $347.9K | 0.03% | −5,912−53.4% | Reduced |
| IMC-Chicago, LLC | 5,131 | $346.7K | 0.01% | −49,188−90.6% | Reduced |
| STRS Ohio | 5,004 | $338.1K | 0.00% | −191,708−97.5% | Reduced |
| Dynamic Advisor Solutions LLC | 4,997 | $337.6K | 0.01% | +408+8.9% | Added |
| Caxton Associates LLP | 4,797 | $324.1K | 0.01% | +4,797 | New |
| Regions Financial Corp | 4,773 | $322.5K | 0.00% | −2,414−33.6% | Reduced |
| Atomi Financial Group, Inc. | 4,718 | $318.8K | 0.01% | −597−11.2% | Reduced |
| National Bank of Canada | 4,670 | $316.0K | 0.00% | +660+16.5% | Added |
| Yousif Capital Management, LLC | 4,614 | $311.8K | 0.00% | +245+5.6% | Added |
| Atlantic Union Bankshares Corp | 4,582 | $309.6K | 0.01% | +434+10.5% | Added |
| Kera Capital Partners, Inc. | 4,486 | $303.1K | 0.04% | +194+4.5% | Added |
| Aaron Wealth Advisors | 4,461 | $301.4K | 0.02% | +899+25.2% | Added |
| Ostrum Asset Management | 4,443 | $300.2K | 0.02% | +2,669+150.5% | Added |
| Winton Group Ltd | 4,422 | $298.8K | 0.01% | +4,422 | New |
| Evercore Wealth Management, LLC | 4,410 | $298.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,229 | $286.0K | 0.00% | +362+9.4% | Added |
| Camden Capital, LLC | 4,188 | $283.0K | 0.02% | −1,227−22.7% | Reduced |
| HB Wealth Management, LLC | 4,151 | $280.5K | 0.00% | +256+6.6% | Added |
| Motley Fool Asset Management LLC | 4,033 | $272.5K | 0.01% | +167+4.3% | Added |
| HighTower Advisors, LLC | 3,987 | $269.4K | 0.00% | −8,216−67.3% | Reduced |