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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 3,962 | $267.7K | 0.05% | +3,962 | New |
| Ironwood Investment Counsel, LLC | 3,938 | $266.2K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,937 | $266.1K | 0.01% | −7,454−65.4% | Reduced |
| SGL Investment Advisors, Inc. | 3,946 | $264.5K | 0.10% | −44,278−91.8% | Reduced |
| Buckingham Strategic Partners | 3,867 | $261.3K | 0.00% | −3,061−44.2% | Reduced |
| Ritter Alpha, LP | 3,856 | $260.6K | 5.45% | +3,856 | New |
| AlphaCore Capital LLC | 3,846 | $259.9K | 0.01% | −661−14.7% | Reduced |
| Nicolet Bankshares Inc | 3,788 | $256.0K | 0.01% | −275−6.8% | Reduced |
| Johnson Financial Group, LLC | 3,776 | $255.1K | 0.02% | −49−1.3% | Reduced |
| O'Brien Greene & Co. Inc | 3,775 | $255.1K | 0.07% | −600−13.7% | Reduced |
| Vise Technologies, Inc. | 2,910 | $254.4K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,749 | $253.3K | 0.01% | +189+5.3% | Added |
| Quarry LP | 3,710 | $250.7K | 0.05% | +3,710 | New |
| Meeder Advisory Services, Inc. | 3,629 | $245.2K | 0.01% | +3,629 | New |
| Bull Harbor Capital LLC | 3,604 | $243.5K | 0.07% | +3,604 | New |
| Altar Rock LLC | 3,598 | $243.1K | 0.29% | +3,598 | New |
| Kathmere Capital Management, LLC | 3,582 | $242.0K | 0.02% | +3,582 | New |
| TCW Group Inc | 3,561 | $240.6K | 0.00% | +172+5.1% | Added |
| Copeland Capital Management, LLC | 3,543 | $239.4K | 0.01% | +824+30.3% | Added |
| Krilogy Financial LLC | 3,352 | $239.0K | 0.01% | −378−10.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,529 | $238.5K | 0.01% | −606−14.7% | Reduced |
| Hancock Whitney Corp | 3,435 | $238.0K | 0.00% | −527−13.3% | Reduced |
| Signaturefd, LLC | 3,518 | $237.7K | 0.00% | −267−7.1% | Reduced |
| Optas, LLC | 3,508 | $237.0K | 0.04% | +3,508 | New |
| Meixler Investment Management, Ltd. | 3,464 | $236.7K | 0.13% | −300−8.0% | Reduced |
| Farringdon Capital, Ltd. | 3,496 | $236.2K | 0.05% | +3,496 | New |
| MetLife Investment Management | 3,429 | $231.7K | 0.00% | +5+0.1% | Added |
| Quadrature Capital Ltd | 3,369 | $227.6K | 0.00% | +3,369 | New |
| Teacher Retirement System of Texas | 3,288 | $222.2K | 0.00% | −134,511−97.6% | Reduced |
| MAI Capital Management | 3,205 | $216.5K | 0.00% | +639+24.9% | Added |
| Quadcap Wealth Management, LLC | 3,169 | $214.1K | 0.02% | −2,832−47.2% | Reduced |
| Allworth Financial LP | 3,156 | $213.2K | 0.00% | +804+34.2% | Added |
| McIlrath & Eck, LLC | 3,155 | $213.2K | 0.02% | −561−15.1% | Reduced |
| SRS Capital Advisors, Inc. | 3,131 | $211.4K | 0.01% | −16,556−84.1% | Reduced |
| Baker Avenue Asset Management, LP | 3,114 | $210.4K | 0.00% | +3,114 | New |
| Net Worth Advisory Group | 3,095 | $209.1K | 0.04% | −432−12.2% | Reduced |
| Indivisible Partners | 3,055 | $206.4K | 0.02% | +3,055 | New |
| Wedbush Securities Inc | 3,042 | $206.0K | 0.01% | +408+15.5% | Added |
| Siemens Fonds Invest GmbH | 3,047 | $205.9K | 0.01% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,031 | $204.8K | 0.01% | −1,556−33.9% | Reduced |
| State of Wyoming | 3,021 | $204.1K | 0.02% | +992+48.9% | Added |
| Moneta Group Investment Advisors LLC | 2,982 | $201.5K | 0.00% | −19−0.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,920 | $197.3K | 0.02% | +1,306+80.9% | Added |
| Farther Finance Advisors, LLC | 2,869 | $194.1K | 0.00% | −69−2.3% | Reduced |
| Bessemer Group Inc | 2,850 | $193.0K | 0.00% | +2,100+280.0% | Added |
| Cary Street Partner Investment Advisory LLC | 2,849 | $192.5K | 0.05% | −635−18.2% | Reduced |
| 1620 Investment Advisors, Inc. | 2,467 | $166.7K | 0.11% | +756+44.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,397 | $162.0K | 0.00% | +306+14.6% | Added |
| Nisa Investment Advisors, LLC | 2,251 | $152.1K | 0.00% | −694−23.6% | Reduced |
| Capital Analysts, LLC | 2,093 | $141.0K | 0.00% | −47,532−95.8% | Reduced |
| Smartleaf Asset Management LLC | 1,959 | $130.6K | 0.00% | −81−4.0% | Reduced |
| Advisors Asset Management, Inc. | 1,914 | $129.3K | 0.00% | +1,914 | New |
| Versant Capital Management, Inc | 1,887 | $127.5K | 0.01% | +552+41.3% | Added |
| IFP Advisors, Inc | 1,634 | $110.4K | 0.00% | −56−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,628 | $110.0K | 0.00% | +188+13.1% | Added |
| Medallion Wealth Advisors, LLC | 1,566 | $105.8K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,400 | $95.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,405 | $94.9K | 0.00% | +536+61.7% | Added |
| Motco | 1,355 | $91.6K | 0.01% | −1,226−47.5% | Reduced |
| Sunbelt Securities, Inc. | 1,333 | $90.1K | 0.01% | −75−5.3% | Reduced |
| FIL Ltd | 1,308 | $88.4K | 0.00% | −38,071−96.7% | 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 |
| Cary Street Partners Financial LLC | 958 | $64.8K | 0.00% | −43−4.3% | Reduced |
| Essential Partners LLC | 913 | $61.7K | 0.02% | −4,531−83.2% | Reduced |
| Larson Financial Group LLC | 902 | $60.9K | 0.00% | +158+21.2% | Added |
| Fortis Group Advisors, LLC | 870 | $58.8K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 868 | $58.7K | 0.01% | −12−1.4% | Reduced |
| V-Square Quantitative Management LLC | 832 | $56.2K | 0.01% | +407+95.8% | Added |
| Global X Japan Co., Ltd. | 794 | $53.7K | 0.00% | −472−37.3% | Reduced |
| Parkside Financial Bank & Trust | 754 | $50.9K | 0.00% | −580−43.5% | Reduced |
| Huntington National Bank | 740 | $50.0K | 0.00% | +216+41.2% | Added |
| Westpac Banking Corp | 738 | $49.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 717 | $48.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 700 | $47.3K | 0.00% | −188−21.2% | Reduced |
| Financial Perspectives, Inc | 670 | $45.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 586 | $39.6K | 0.01% | +169+40.5% | Added |
| Deseret Mutual Benefit Administrators | 549 | $37.1K | 0.01% | +259+89.3% | Added |
| Covestor Ltd | 548 | $37.0K | 0.03% | −645−54.1% | Reduced |
| 1248 Management, LLC | 543 | $36.7K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 541 | $36.6K | 0.02% | +2+0.4% | Added |
| Winthrop Capital Management, LLC | 527 | $36.0K | 0.01% | +483+1,097.7% | Added |
| Innovative Asset Advisors Group, LLC | 523 | $35.3K | 0.02% | +523 | New |
| Central Trust Co | 510 | $34.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $33.8K | 0.01% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 444 | $30.0K | 0.00% | −82,681−99.5% | Reduced |
| Salem Investment Counselors Inc | 400 | $27.0K | 0.00% | +400 | New |
| Massmutual Trust Co FSB | 379 | $25.6K | 0.00% | +239+170.7% | Added |
| CVA Family Office, LLC | 362 | $24.5K | 0.00% | +225+164.2% | Added |
| N.E.W. Advisory Services LLC | 350 | $23.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 344 | $23.6K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 327 | $22.1K | 0.01% | +327 | New |
| Private Trust Co NA | 325 | $22.0K | 0.00% | −177−35.3% | Reduced |
| Caldwell Trust Co | 324 | $21.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 321 | $21.7K | 0.00% | −231−41.8% | Reduced |
| Quent Capital, LLC | 318 | $21.5K | 0.00% | −230−42.0% | Reduced |
| Rossby Financial, LCC | 294 | $19.9K | 0.00% | +51+21.0% | Added |
| Entrust Financial LLC | 282 | $19.1K | 0.01% | +68+31.8% | Added |
| GW&K Investment Management, LLC | 279 | $19.0K | 0.00% | −248−47.1% | Reduced |
| JFS Wealth Advisors, LLC | 275 | $18.6K | 0.00% | +5+1.9% | Added |