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 |
|---|---|---|---|---|---|
| Owl Creek Wealth Partners LLC | 263 | $17.8K | 0.01% | +263 | New |
| EFG International AG | 250 | $16.9K | 0.00% | −78−23.8% | Reduced |
| 1015 Capital Partners, LLC | 240 | $16.2K | 0.02% | +227+1,746.2% | Added |
| Hilton Head Capital Partners, LLC | 239 | $16.1K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 238 | $16.1K | 0.01% | −1,047−81.5% | Reduced |
| Valley National Advisers Inc | 237 | $16.0K | 0.00% | −5−2.1% | Reduced |
| WPG Advisers, LLC | 232 | $15.7K | 0.01% | +15+6.9% | Added |
| Community Financial Services Group, LLC | 218 | $14.7K | 0.00% | +218 | New |
| Private Wealth Asset Management, LLC | 214 | $14.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 212 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 207 | $14.0K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 205 | $13.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 204 | $13.8K | 0.00% | +6+3.0% | Added |
| Salomon & Ludwin, LLC | 196 | $13.4K | 0.00% | +173+752.2% | Added |
| First Horizon Corp | 192 | $13.0K | 0.00% | +169+734.8% | Added |
| Wealth Preservation Advisors, LLC | 192 | $13.0K | 0.01% | +192 | New |
| Torren Management, LLC | 188 | $12.7K | 0.01% | −896−82.7% | Reduced |
| Frazier Financial Advisors, LLC | 180 | $12.2K | 0.01% | +1+0.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 162 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 155 | $10.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 147 | $9.93K | 0.00% | +147 | New |
| Fortitude Family Office, LLC | 145 | $9.80K | 0.00% | +5+3.6% | Added |
| First Pacific Financial | 144 | $9.73K | 0.00% | +40+38.5% | Added |
| West Branch Capital LLC | 142 | $9.60K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 137 | $9.26K | 0.00% | +137 | New |
| TD Waterhouse Canada Inc. | 135 | $9.12K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 129 | $8.72K | 0.00% | −90−41.1% | Reduced |
| Global Trust Asset Management, LLC | 128 | $8.65K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 125 | $8.45K | 0.00% | +14+12.6% | Added |
| Ogorek Anthony Joseph | 121 | $8.00K | 0.00% | +49+68.1% | Added |
| Park Place Capital Corp | 115 | $7.77K | 0.00% | −9−7.3% | Reduced |
| Private Wealth Management Group, LLC | 108 | $7.30K | 0.00% | +40+58.8% | Added |
| Basepoint Wealth LLC | 107 | $7.25K | 0.00% | +1+0.9% | Added |
| JPL Wealth Management, LLC | 107 | $7.23K | 0.00% | +107 | New |
| Aventura Private Wealth, LLC | 100 | $6.76K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 99 | $6.69K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 98 | $6.62K | 0.00% | −141−59.0% | Reduced |
| Crewe Advisors LLC | 98 | $6.62K | 0.00% | +6+6.5% | Added |
| Highline Wealth Partners LLC | 96 | $6.49K | 0.00% | −137−58.8% | Reduced |
| Key Financial Inc | 96 | $6.49K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 93 | $6.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $6.22K | 0.00% | −20−17.9% | Reduced |
| Spire Wealth Management | 87 | $5.88K | 0.00% | −782−90.0% | Reduced |
| Red Tortoise LLC | 87 | $5.88K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 83 | $5.61K | 0.00% | +83 | New |
| Benson Wealth Management INC | 76 | $5.13K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 73 | $4.93K | 0.00% | +73 | New |
| Wilkerson Advisory Group LLC | 69 | $4.66K | 0.00% | +24+53.3% | Added |
| Signature Equity Partners, LLC | 66 | $4.46K | 0.00% | +8+13.8% | Added |
| Mather Group, LLC. | 64 | $4.32K | 0.00% | +64 | New |
| Dogwood Wealth Management LLC | 63 | $4.26K | 0.00% | +56+800.0% | Added |
| Brown Brothers Harriman & Co | 60 | $4.05K | 0.00% | −66−52.4% | Reduced |
| Bruce G. Allen Investments, LLC | 59 | $3.99K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 58 | $3.92K | 0.00% | −108−65.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 58 | $3.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $3.85K | 0.00% | +15+35.7% | Added |
| Sachetta, LLC | 57 | $3.85K | 0.00% | +41+256.3% | Added |
| Bogart Wealth, LLC | 57 | $3.85K | 0.00% | +3+5.6% | Added |
| Keating Financial Advisory Services, Inc. | 51 | $3.45K | 0.00% | −93−64.6% | Reduced |
| Purpose Unlimited Inc. | 49 | $3.31K | 0.00% | −105−68.2% | Reduced |
| Coston, McIsaac & Partners | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 43 | $2.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $2.84K | 0.00% | +2+5.0% | Added |
| Umb Bank N A | 42 | $2.84K | 0.00% | −326−88.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 41 | $2.77K | 0.00% | +1+2.5% | Added |
| South State Corp. | 41 | $2.77K | 0.00% | +14+51.9% | Added |
| Intentional Wealth Strategies, LLC | 41 | $2.77K | 0.00% | +41 | New |
| Cromwell Holdings LLC | 40 | $2.70K | 0.00% | +11+37.9% | Added |
| Albion Financial Group | 40 | $2.70K | 0.00% | +40 | New |
| UMA Financial Services, Inc. | 39 | $2.64K | 0.00% | +37+1,850.0% | Added |
| NBC Securities, Inc. | 36 | $2.43K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 34 | $2.30K | 0.00% | −68−66.7% | Reduced |
| AdvisorNet Financial, Inc | 34 | $2.30K | 0.00% | −20−37.0% | Reduced |
| Kilter Group LLC | 32 | $2.16K | 0.00% | +8+33.3% | Added |
| Marquette Asset Management, LLC | 32 | $2.16K | 0.00% | +32 | New |
| Principia Wealth Advisory, LLC | 32 | $2.16K | 0.00% | +27+540.0% | Added |
| International Assets Investment Management, LLC | 31 | $2.10K | 0.00% | −8−20.5% | Reduced |
| Sunrise Financial Services, LLC | 31 | $2.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $2.03K | 0.00% | +20+200.0% | Added |
| Avion Wealth | 40 | $2.00K | 0.00% | +17+73.9% | Added |
| HM Payson & Co | 29 | $1.96K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 29 | $1.93K | 0.00% | +1+3.6% | Added |
| Brown, Lisle/Cummings, Inc. | 28 | $1.89K | 0.00% | +28 | New |
| Abound Wealth Management | 27 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 25 | $1.69K | 0.00% | +8+47.1% | Added |
| CoreCap Advisors, LLC | 22 | $1.49K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 21 | $1.42K | 0.00% | +20+2,000.0% | Added |
| Harbor Investment Advisory, LLC | 20 | $1.35K | 0.00% | +20 | New |
| Aspect Partners, LLC | 19 | $1.28K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 16 | $1.08K | 0.00% | −18−52.9% | Reduced |
| Hughes Financial Services, LLC | 15 | $1.01K | 0.00% | −7−31.8% | Reduced |
| Manchester Capital Management LLC | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 13 | $878 | 0.00% | +1+8.3% | Added |
| Rakuten Securities, Inc. | 12 | $811 | 0.00% | −8−40.0% | Reduced |
| Triumph Capital Management | 12 | $811 | 0.00% | −4−25.0% | Reduced |
| Vermillion Wealth Management, Inc. | 12 | $811 | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 9 | $609 | 0.00% | −1−10.0% | Reduced |
| HFM Investment Advisors, LLC | 8 | $541 | 0.00% | −5−38.5% | Reduced |