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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 721 institutions
Q1 2021: 487 institutionsQ2 2021: 483 institutionsQ3 2021: 507 institutionsQ4 2021: 541 institutionsQ1 2022: 565 institutionsQ2 2022: 559 institutionsQ3 2022: 537 institutionsQ4 2022: 535 institutionsQ1 2023: 534 institutionsQ2 2023: 529 institutionsQ3 2023: 531 institutionsQ4 2023: 562 institutionsQ1 2024: 573 institutionsQ2 2024: 577 institutionsQ3 2024: 664 institutionsQ4 2024: 649 institutionsQ1 2025: 718 institutionsQ2 2025: 693 institutionsQ3 2025: 722 institutionsQ4 2025: 758 institutionsQ1 2026: 721 institutionsQ2 2026: 727 institutions
Value heldQ1 2026: $13.6B
Q1 2021: $14.6BQ2 2021: $15.2BQ3 2021: $14.5BQ4 2021: $17.5BQ1 2022: $16.1BQ2 2022: $12.5BQ3 2022: $10.2BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $12.6BQ3 2023: $10.9BQ4 2023: $12.6BQ1 2024: $13.2BQ2 2024: $12.8BQ3 2024: $15.2BQ4 2024: $15.7BQ1 2025: $17.1BQ2 2025: $17.1BQ3 2025: $18.0BQ4 2025: $18.1BQ1 2026: $13.6BQ2 2026: $12.6B
Institutions holding SSNC and their total value by quarter
QuarterHoldersValue
Q2 2026727$12.6B
Q1 2026721$13.6B
Q4 2025758$18.1B
Q3 2025722$18.0B
Q2 2025693$17.1B
Q1 2025718$17.1B
Q4 2024649$15.7B
Q3 2024664$15.2B
Q2 2024577$12.8B
Q1 2024573$13.2B
Q4 2023562$12.6B
Q3 2023531$10.9B
Q2 2023529$12.6B
Q1 2023534$11.9B
Q4 2022535$10.9B
Q3 2022537$10.2B
Q2 2022559$12.5B
Q1 2022565$16.1B
Q4 2021541$17.5B
Q3 2021507$14.5B
Q2 2021483$15.2B
Q1 2021487$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.

Institutions holding SSNC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Wealth Solutions LLC8$5410.00%+8New
TopTier Wealth Management, LLC8$5410.00%+8New
Bare Financial Services, Inc7$4730.00%−56−88.9%Reduced
Legacy Wealth Managment, LLC7$4730.00%00.0%Unchanged
North Star Investment Management Corp.7$4730.00%+1+16.7%Added
Breakwater Investment Management7$4730.00%+7New
American Capital Advisory, LLC6$4060.00%−3−33.3%Reduced
Curio Wealth, LLC6$4050.00%+6New
Seneschal Advisors, LLC5$3380.00%−1−16.7%Reduced
Westside Investment Management, Inc.5$3380.00%00.0%Unchanged
Elevated Capital Advisors, LLC5$3380.00%00.0%Unchanged
SHP Wealth Management5$3380.00%+5New
Cassaday & Co Wealth Management LLC4$2710.00%+4New
ROSS\JOHNSON & Associates LLC4$2700.00%00.0%Unchanged
Leo H. Evart, Inc.2$1460.00%+2New
Vision Financial Markets LLC3$1380.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1360.00%00.0%Unchanged
Raffa Wealth Management, LLC2$1350.00%+2New
Toth Financial Advisory Corp1$680.00%00.0%Unchanged
TFC Financial Management1$680.00%00.0%Unchanged
Harvest Fund Management Co., Ltd1$00.00%−1,474−99.9%Reduced
Capital International Investors0$00.00%−1,121,718−100.0%Sold out
Senator Investment Group LP0$00.00%−1,035,193−100.0%Sold out
Shapiro Capital Management LLC0$00.00%−288,959−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−282,928−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−267,781−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−226,658−100.0%Sold out
St. James Investment Company, LLC0$00.00%−216,376−100.0%Sold out
Payden & Rygel0$00.00%−187,000−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−160,332−100.0%Sold out
Triavera Capital LLC0$00.00%−143,490−100.0%Sold out
Rivermont Capital Management LP0$00.00%−129,190−100.0%Sold out
Benson Investment Management Company, Inc.0$00.00%−68,782−100.0%Sold out
Mitchell Capital Management Co0$00.00%−55,659−100.0%Sold out
Cooper Investors Pty Ltd0$00.00%−53,065−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−48,412−100.0%Sold out
Spears Abacus Advisors LLC0$00.00%−47,347−100.0%Sold out
Quest Partners LLC0$00.00%−46,566−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−39,462−100.0%Sold out
Ieq Capital, LLC0$00.00%−33,082−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−25,200−100.0%Sold out
Ethic Inc.0$00.00%−23,579−100.0%Sold out
Verition Fund Management LLC0$00.00%−21,117−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−20,644−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−19,525−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−18,439−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−17,798−100.0%Sold out
Apollon Wealth Management, LLC0$00.00%−14,925−100.0%Sold out
Tevis Investment Management0$00.00%−13,813−100.0%Sold out
Kentucky Retirement Systems0$00.00%−13,277−100.0%Sold out
First National Bank of Hutchinson0$00.00%−11,927−100.0%Sold out
Kensington Investment Counsel, LLC0$00.00%−11,125−100.0%Sold out
Integrated Quantitative Investments LLC0$00.00%−10,243−100.0%Sold out
CenterBook Partners LP0$00.00%−8,715−100.0%Sold out
Massar Capital Management, LP0$00.00%−8,440−100.0%Sold out
Odyssean, LLC0$00.00%−8,390−100.0%Sold out
NLB Skladi, upravljanje premozenja, d.o.o.0$00.00%−8,000−100.0%Sold out
Forum Financial Management, LP0$00.00%−6,480−100.0%Sold out
Fedenia Advisers LLC0$00.00%−6,391−100.0%Sold out
Salvus Wealth Management, LLC0$00.00%−5,741−100.0%Sold out
Beacon Financial Group0$00.00%−5,076−100.0%Sold out
Jackson Square Capital, LLC0$00.00%−4,699−100.0%Sold out
Yarbrough Capital, LLC0$00.00%−4,502−100.0%Sold out
Transcend Wealth Collective, LLC0$00.00%−4,397−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−4,256−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−4,109−100.0%Sold out
Global View Capital Management LLC0$00.00%−4,061−100.0%Sold out
Ci Investments Inc.0$00.00%−4,000−100.0%Sold out
Legacy Capital Group California, Inc.0$00.00%−3,920−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−3,830−100.0%Sold out
Atlanta Consulting Group Advisors, LLC0$00.00%−3,799−100.0%Sold out
Alteri Wealth LLC0$00.00%−3,584−100.0%Sold out
BCS Private Wealth Management, Inc.0$00.00%−3,555−100.0%Sold out
Lido Advisors, LLC0$00.00%−3,475−100.0%Sold out
OpenArc Corporate Advisory, LLC0$00.00%−3,256−100.0%Sold out
BTG Pactual Asset Management US LLC0$00.00%−3,219−100.0%Sold out
Concurrent Investment Advisors, LLC0$00.00%−3,114−100.0%Sold out
Sagewood Asset Management LP0$00.00%−3,055−100.0%Sold out
Grant Private Wealth Management Inc0$00.00%−3,054−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−3,029−100.0%Sold out
Everhart Financial Group, Inc.0$00.00%−2,889−100.0%Sold out
Allegiance Financial Group Advisory Services LLC0$00.00%−2,882−100.0%Sold out
Longboard Asset Management, LP0$00.00%−2,869−100.0%Sold out
Boston Family Office LLC0$00.00%−2,840−100.0%Sold out
Claret Asset Management Corp0$00.00%−2,798−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−2,798−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−2,746−100.0%Sold out
Saiph Capital, LLC0$00.00%−2,731−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−2,700−100.0%Sold out
Abel Hall, LLC0$00.00%−2,700−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−2,698−100.0%Sold out
Prudential PLC0$00.00%−2,692−100.0%Sold out
Leo Wealth, LLC0$00.00%−2,670−100.0%Sold out
MeadowBrook Investment Advisors LLC0$00.00%−2,670−100.0%Sold out
Cambient Family Office, LLC0$00.00%−2,647−100.0%Sold out
Wedmont Private Capital0$00.00%−2,616−100.0%Sold out
Global Strategic Investment Solutions, LLC0$00.00%−2,643−100.0%Sold out
Guyasuta Investment Advisors Inc0$00.00%−2,642−100.0%Sold out
Tranquility Partners, LLC0$00.00%−2,633−100.0%Sold out
Sky Investment Group LLC0$00.00%−2,600−100.0%Sold out