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, Q2 2026
Institutional positions in SS&C Technologies Holdings Inc as of Jun 30, 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
- 727
- +15 vs. Q1 2026
- Shares held
- 202.8M
- +10.8M (+5.6%) vs. Q1 2026
- Total value
- $12.6B
- −$401.3M (−3.1%) vs. Q1 2026
- New holders
- 97
- 292 more added
- Sold out
- 82
- 260 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding SS&C Technologies Holdings Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 209 | $13.0K | 0.00% | +62+42.2% | Added |
| Private Wealth Asset Management, LLC | 214 | $13.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 221 | $13.7K | 0.00% | +84+61.3% | Added |
| WPG Advisers, LLC | 225 | $14.0K | 0.01% | −7−3.0% | Reduced |
| Hilton Head Capital Partners, LLC | 229 | $14.2K | 0.01% | −10−4.2% | Reduced |
| CVA Family Office, LLC | 231 | $14.3K | 0.00% | −131−36.2% | Reduced |
| 1015 Capital Partners, LLC | 238 | $14.8K | 0.01% | −2−0.8% | Reduced |
| United Community Bank | 238 | $14.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 238 | $14.8K | 0.00% | +34+16.7% | Added |
| Massmutual Trust Co FSB | 257 | $15.9K | 0.00% | −122−32.2% | Reduced |
| JFS Wealth Advisors, LLC | 260 | $16.1K | 0.00% | −15−5.5% | Reduced |
| Kemnay Advisory Services Inc. | 270 | $16.8K | 0.00% | +270 | New |
| GW&K Investment Management, LLC | 279 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 297 | $18.4K | 0.00% | +3+1.0% | Added |
| Private Trust Co NA | 298 | $18.5K | 0.00% | −27−8.3% | Reduced |
| Basecamp Wealth Advisors LLC | 304 | $18.9K | 0.00% | +175+135.7% | Added |
| CoreCap Advisors, LLC | 320 | $19.9K | 0.00% | +298+1,354.5% | Added |
| Caldwell Trust Co | 324 | $20.1K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 339 | $21.0K | 0.01% | +57+20.2% | Added |
| N.E.W. Advisory Services LLC | 350 | $21.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 355 | $22.0K | 0.00% | −45−11.3% | Reduced |
| Silver Grove Financial Group, Inc. | 362 | $22.5K | 0.01% | +362 | New |
| Whittier Trust Co | 348 | $22.7K | 0.00% | +4+1.2% | Added |
| ZRC Wealth Management, LLC | 385 | $23.9K | 0.01% | +302+363.9% | Added |
| Royal London Asset Management Ltd | 444 | $27.6K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 445 | $27.6K | 0.00% | +445 | New |
| Quent Capital, LLC | 450 | $27.9K | 0.00% | +132+41.5% | Added |
| Central Trust Co | 451 | $28.0K | 0.00% | −59−11.6% | Reduced |
| Parkside Financial Bank & Trust | 492 | $30.5K | 0.00% | −262−34.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 502 | $31.1K | 0.00% | +502 | New |
| Financial Avengers, Inc. | 534 | $33.1K | 0.01% | +534 | New |
| Raiffeisen Bank International AG | 528 | $33.2K | 0.00% | −10,946−95.4% | Reduced |
| Quarry LP | 541 | $33.6K | 0.01% | −3,169−85.4% | Reduced |
| Bellevue Asset Management, LLC | 541 | $33.6K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 549 | $34.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 670 | $41.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 700 | $43.4K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 738 | $45.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 789 | $49.0K | 0.01% | +72+10.0% | Added |
| Medallion Wealth Advisors, LLC | 848 | $52.6K | 0.02% | −718−45.8% | Reduced |
| Global X Japan Co., Ltd. | 852 | $52.9K | 0.00% | +58+7.3% | Added |
| Fortis Group Advisors, LLC | 870 | $54.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 887 | $55.0K | 0.01% | +301+51.4% | Added |
| Rialto Wealth Management, LLC | 920 | $57.1K | 0.01% | +52+6.0% | Added |
| Global Retirement Partners, LLC | 922 | $57.2K | 0.00% | +922 | New |
| Covestor Ltd | 986 | $61.0K | 0.04% | +438+79.9% | Added |
| Winthrop Capital Management, LLC | 994 | $62.0K | 0.01% | +467+88.6% | Added |
| Huntington National Bank | 1,160 | $72.0K | 0.00% | +420+56.8% | Added |
| Capital Analysts, LLC | 1,170 | $72.0K | 0.00% | −923−44.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,182 | $73.3K | 0.00% | −14,141−92.3% | Reduced |
| Anchor Investment Management, LLC | 1,198 | $74.3K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,198 | $74.3K | 0.05% | 00.0% | Unchanged |
| Motco | 1,355 | $84.1K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,400 | $87.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,410 | $87.5K | 0.00% | −28,455−95.3% | Reduced |
| Larson Financial Group LLC | 1,524 | $94.6K | 0.00% | +622+69.0% | Added |
| Essential Partners LLC | 1,699 | $105.4K | 0.05% | +786+86.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,769 | $109.8K | 0.00% | −628−26.2% | Reduced |
| Smartleaf Asset Management LLC | 1,959 | $123.3K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 2,017 | $125.2K | 0.00% | +709+54.2% | Added |
| Ronald Blue Trust, Inc. | 2,128 | $132.1K | 0.00% | +723+51.5% | Added |
| Index Technologies Group LLC | 2,378 | $147.6K | 0.12% | +2,378 | New |
| 1620 Investment Advisors, Inc. | 2,446 | $151.8K | 0.09% | −21−0.9% | Reduced |
| Farther Finance Advisors, LLC | 2,741 | $170.3K | 0.00% | −128−4.5% | Reduced |
| Copeland Capital Management, LLC | 2,816 | $174.7K | 0.00% | −727−20.5% | Reduced |
| Bessemer Group Inc | 2,879 | $179.0K | 0.00% | +29+1.0% | Added |
| Versant Capital Management, Inc | 2,953 | $183.2K | 0.02% | +1,066+56.5% | Added |
| Siemens Fonds Invest GmbH | 3,047 | $189.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,142 | $195.0K | 0.00% | +1,508+92.3% | Added |
| TD Private Client Wealth LLC | 3,230 | $200.4K | 0.00% | −10,136−75.8% | Reduced |
| Meixler Investment Management, Ltd. | 3,233 | $200.6K | 0.11% | −231−6.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,238 | $200.9K | 0.02% | +318+10.9% | Added |
| Ironsides Asset Advisors, LLC | 3,246 | $201.4K | 0.05% | +3,246 | New |
| Signaturefd, LLC | 3,266 | $202.7K | 0.00% | −252−7.2% | Reduced |
| Byrne Asset Management LLC | 3,328 | $206.5K | 0.11% | −5,440−62.0% | Reduced |
| New World Advisors LLC | 3,345 | $207.6K | 0.04% | +3,345 | New |
| Cambridge Investment Research Advisors, Inc. | 3,367 | $209.0K | 0.00% | −862−20.4% | Reduced |
| Syon Capital LLC | 3,369 | $209.0K | 0.01% | +3,369 | New |
| Alpine Global Management, LLC | 3,375 | $209.4K | 0.03% | +3,375 | New |
| Jackson Thornton Asset Management, LLC | 3,375 | $209.4K | 0.02% | +3,375 | New |
| MetLife Investment Management | 3,385 | $210.0K | 0.00% | −44−1.3% | Reduced |
| TCG Advisory Services, LLC | 3,422 | $212.3K | 0.00% | +3,422 | New |
| Hancock Whitney Corp | 3,440 | $213.5K | 0.00% | +5+0.1% | Added |
| We Are One Seven, LLC | 3,461 | $214.8K | 0.00% | −476−12.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,487 | $216.4K | 0.00% | −31,381−90.0% | Reduced |
| Mirabella Financial Services LLP | 3,503 | $217.4K | 0.02% | −1,646−32.0% | Reduced |
| Indivisible Partners | 3,512 | $217.9K | 0.01% | +457+15.0% | Added |
| TCW Group Inc | 3,526 | $218.8K | 0.00% | −35−1.0% | Reduced |
| Alhambra Investment Partners LLC | 3,527 | $218.8K | 0.10% | −2,228−38.7% | Reduced |
| Assetmark, Inc | 3,542 | $219.8K | 0.00% | −26,986−88.4% | Reduced |
| AlphaGrep UK Ltd | 3,563 | $221.1K | 0.07% | −1,825−33.9% | Reduced |
| Claret Asset Management Corp | 3,585 | $222.0K | 0.02% | +3,585 | New |
| CenterBook Partners LP | 3,605 | $223.7K | 0.01% | +3,605 | New |
| Proficio Capital Partners LLC | 3,643 | $226.0K | 0.01% | +3,643 | New |
| nVerses Capital, LLC | 3,649 | $226.4K | 0.35% | +3,649 | New |
| Sym Financial Corp | 3,656 | $226.9K | 0.02% | +3,656 | New |
| LightSquare Wealth Management, LLC | 3,685 | $228.7K | 0.16% | +3,685 | New |
| Old National Bancorp | 3,704 | $229.8K | 0.00% | +3,704 | New |
| Vise Technologies, Inc. | 3,710 | $230.2K | 0.00% | +800+27.5% | Added |