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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 3,719 | $230.7K | 0.00% | −2,302−38.2% | Reduced |
| Nicolet Bankshares Inc | 3,788 | $235.0K | 0.01% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,802 | $235.9K | 0.01% | +771+25.4% | Added |
| Ironwood Investment Counsel, LLC | 3,938 | $244.4K | 0.03% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,990 | $247.6K | 0.00% | +3,990 | New |
| Motley Fool Asset Management LLC | 3,998 | $248.1K | 0.01% | −35−0.9% | Reduced |
| Apollon Wealth Management, LLC | 4,004 | $248.4K | 0.00% | +4,004 | New |
| MQS Management LLC | 4,084 | $253.4K | 0.31% | −1,418−25.8% | Reduced |
| Integrated Investment Consultants, LLC | 4,085 | $253.5K | 0.05% | −2,109−34.0% | Reduced |
| DRW Securities, LLC | 4,179 | $259.3K | 0.02% | −9,000−68.3% | Reduced |
| PFG Investments, LLC | 4,276 | $265.3K | 0.01% | +4,276 | New |
| Aaron Wealth Advisors | 4,278 | $265.4K | 0.01% | −183−4.1% | Reduced |
| Trust Co of Vermont | 4,303 | $267.0K | 0.01% | +4,303 | New |
| Dynamic Advisor Solutions LLC | 4,355 | $270.2K | 0.01% | −642−12.8% | Reduced |
| HighTower Advisors, LLC | 4,397 | $272.9K | 0.00% | +410+10.3% | Added |
| Evercore Wealth Management, LLC | 4,410 | $273.6K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,443 | $275.7K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4,512 | $280.0K | 0.00% | −102−2.2% | Reduced |
| Havemeyer Place LP | 4,572 | $283.7K | 0.03% | −7,782−63.0% | Reduced |
| Trust Co | 4,619 | $286.6K | 0.03% | +4,619 | New |
| Lido Advisors, LLC | 4,622 | $286.8K | 0.00% | +4,622 | New |
| Ascent Group, LLC | 4,655 | $288.9K | 0.01% | +906+24.2% | Added |
| Custom Index Systems, LLC | 4,702 | $291.8K | 0.10% | +4,702 | New |
| SGL Investment Advisors, Inc. | 3,670 | $292.8K | 0.10% | −276−7.0% | Reduced |
| Johnson Financial Group, LLC | 4,838 | $300.2K | 0.02% | +1,062+28.1% | Added |
| Atomi Financial Group, Inc. | 4,949 | $307.1K | 0.01% | +231+4.9% | Added |
| National Bank of Canada | 4,984 | $309.8K | 0.00% | +314+6.7% | Added |
| Quadrant Capital Group LLC | 5,040 | $312.7K | 0.01% | −936−15.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,177 | $321.3K | 0.01% | +20.0% | Added |
| Kestra Advisory Services, LLC | 5,190 | $322.0K | 0.00% | −6,445−55.4% | Reduced |
| Avantra Family Wealth, Inc. | 5,202 | $322.8K | 0.21% | −8,934−63.2% | Reduced |
| Waddell & Associates, LLC | 5,274 | $327.3K | 0.02% | +5,274 | New |
| E. Ohman J:or Asset Management AB | 5,316 | $329.9K | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,414 | $335.9K | 0.00% | +5,414 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,481 | $340.1K | 0.02% | −84−1.5% | Reduced |
| Mutual Advisors, LLC | 5,592 | $347.0K | 0.01% | +123+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,708 | $354.2K | 0.00% | +4,080+250.6% | Added |
| Camden Capital, LLC | 5,778 | $358.5K | 0.02% | +1,590+38.0% | Added |
| STRS Ohio | 5,870 | $364.2K | 0.00% | +866+17.3% | Added |
| J. Safra Sarasin Holding AG | 5,883 | $364.9K | 0.01% | +5,883 | New |
| Oslo Pensjonsforsikring AS | 5,942 | $368.7K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,964 | $370.0K | 0.01% | −382−6.0% | Reduced |
| AlphaCore Capital LLC | 6,011 | $373.0K | 0.01% | +2,165+56.3% | Added |
| Walter & Keenan Financial Consulting Co | 6,033 | $374.3K | 0.09% | −1,063−15.0% | Reduced |
| Advisors Asset Management, Inc. | 6,074 | $376.9K | 0.01% | +4,160+217.3% | Added |
| GAMMA Investing LLC | 6,091 | $377.9K | 0.01% | +13+0.2% | Added |
| Meeder Advisory Services, Inc. | 6,131 | $380.4K | 0.01% | +2,502+68.9% | Added |
| Advisory Services Network, LLC | 6,140 | $381.0K | 0.00% | −452−6.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,962 | $382.0K | 0.13% | +4,962 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 6,173 | $383.0K | 0.00% | −14,150−69.6% | Reduced |
| North Dakota State Investment Board | 6,223 | $386.1K | 0.02% | +106+1.7% | Added |
| Sterling Capital Management LLC | 6,240 | $387.2K | 0.01% | −18,608−74.9% | Reduced |
| Oliver Luxxe Assets LLC | 6,334 | $393.0K | 0.06% | +6,334 | New |
| Centiva Capital, LP | 6,338 | $393.3K | 0.01% | −6,053−48.8% | Reduced |
| Aigen Investment Management, LP | 6,350 | $394.0K | 0.11% | −23,548−78.8% | Reduced |
| Qtron Investments LLC | 6,413 | $397.9K | 0.05% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 6,424 | $398.6K | 0.20% | −2,607−28.9% | Reduced |
| Evergreen Capital Management LLC | 6,447 | $400.0K | 0.01% | +6,447 | New |
| Haven Private, LLC | 6,473 | $401.6K | 0.15% | −2,454−27.5% | Reduced |
| Bull Harbor Capital LLC | 6,490 | $402.7K | 0.08% | +2,886+80.1% | Added |
| Empowered Funds, LLC | 6,635 | $411.7K | 0.00% | −74,668−91.8% | Reduced |
| Allworth Financial LP | 6,840 | $424.4K | 0.00% | +3,684+116.7% | Added |
| GWM Advisors LLC | 6,874 | $426.5K | 0.00% | −25,372−78.7% | Reduced |
| Baker Avenue Asset Management, LP | 6,879 | $426.8K | 0.01% | +3,765+120.9% | Added |
| Weiss Asset Management LP | 6,904 | $428.4K | 0.00% | −51,118−88.1% | Reduced |
| one8zero8, LLC | 6,960 | $431.9K | 0.09% | −3,000−30.1% | Reduced |
| Principal Securities, Inc. | 6,966 | $432.2K | 0.01% | −636−8.4% | Reduced |
| Childress Capital Advisors, LLC | 6,969 | $432.4K | 0.07% | +3,007+75.9% | Added |
| J.Safra Asset Management Corp | 6,971 | $432.6K | 0.02% | −566−7.5% | Reduced |
| Denali Advisors LLC | 7,000 | $434.4K | 0.04% | 00.0% | Unchanged |
| Associated Banc-Corp | 7,000 | $434.4K | 0.01% | +7,000 | New |
| Marble Bar Asset Management LLP | 7,000 | $434.4K | 0.30% | +7,000 | New |
| Evolve Private Wealth, LLC | 7,106 | $440.9K | 0.03% | +958+15.6% | Added |
| Kera Capital Partners, Inc. | 7,106 | $440.9K | 0.04% | +2,620+58.4% | Added |
| Eagle Rock Investment Company, LLC | 7,125 | $442.1K | 0.05% | −575−7.5% | Reduced |
| Brighton Jones LLC | 7,245 | $449.5K | 0.01% | +7,245 | New |
| Prudent Man Advisors, LLC | 7,440 | $461.7K | 0.11% | +815+12.3% | Added |
| Avanza Fonder AB | 7,476 | $463.9K | 0.01% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 7,473 | $464.0K | 0.74% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,644 | $474.3K | 0.00% | +3,493+84.1% | Added |
| Truvestments Capital LLC | 7,782 | $482.8K | 0.07% | −226−2.8% | Reduced |
| Frec Markets, Inc. | 7,834 | $486.1K | 0.04% | +7,834 | New |
| Nisa Investment Advisors, LLC | 7,885 | $489.3K | 0.00% | +5,634+250.3% | Added |
| Baird Financial Group, Inc. | 7,889 | $489.5K | 0.00% | −92−1.2% | Reduced |
| Virtu Financial LLC | 7,902 | $490.0K | 0.02% | +1,780+29.1% | Added |
| Fieldview Capital Management, LLC | 7,931 | $492.1K | 0.14% | −17,185−68.4% | Reduced |
| Clearstead Advisors, LLC | 8,041 | $499.0K | 0.00% | −636−7.3% | Reduced |
| Vident Advisory, LLC | 8,044 | $499.1K | 0.00% | −1,167−12.7% | Reduced |
| Two Sigma Securities, LLC | 8,072 | $500.9K | 0.04% | −7,184−47.1% | Reduced |
| Fiduciary Trust Co | 8,093 | $502.2K | 0.01% | −143−1.7% | Reduced |
| Atlantic Union Bankshares Corp | 8,127 | $504.3K | 0.01% | +3,545+77.4% | Added |
| Fideuram Asset Management (Ireland) dac | 7,664 | $505.6K | 0.01% | +7,664 | New |
| Sentinus, LLC | 8,215 | $509.7K | 0.04% | +1,038+14.5% | Added |
| Vestcor Inc | 8,237 | $511.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,364 | $519.0K | 0.11% | +1,890+29.2% | Added |
| Osmosis Investment Management UK Ltd | 8,461 | $525.0K | 0.02% | −10,407−55.2% | Reduced |
| Natixis | 8,487 | $526.6K | 0.00% | −14,471−63.0% | Reduced |
| MAI Capital Management | 8,550 | $530.6K | 0.00% | +5,345+166.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,773 | $544.4K | 0.00% | +103+1.2% | Added |
| Tokio Marine Asset Management Co Ltd | 8,816 | $547.0K | 0.02% | 00.0% | Unchanged |