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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 8,823 | $547.5K | 0.03% | +117+1.3% | Added |
| EntryPoint Capital, LLC | 8,910 | $552.9K | 0.13% | 00.0% | Unchanged |
| West Family Investments, Inc. | 8,971 | $556.7K | 0.16% | +8,971 | New |
| Wealthfront Advisers LLC | 9,091 | $564.1K | 0.00% | −5,162−36.2% | Reduced |
| CIBC World Markets Inc. | 9,116 | $565.6K | 0.00% | −3,829−29.6% | Reduced |
| Plato Investment Management Ltd | 9,248 | $570.5K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,212 | $571.6K | 0.00% | +1,271+16.0% | Added |
| Sylvest Advisors, LLC | 9,280 | $575.8K | 0.26% | +685+8.0% | Added |
| Amalgamated Bank | 9,373 | $582.0K | 0.00% | −2,070−18.1% | Reduced |
| Advisor Group Holdings, Inc. | 9,418 | $584.7K | 0.00% | +940+11.1% | Added |
| CAPROCK Group, Inc. | 9,455 | $586.7K | 0.01% | +1,008+11.9% | Added |
| M&T Bank Corp | 9,582 | $594.6K | 0.00% | +2,594+37.1% | Added |
| Edmond de Rothschild Holding S.A. | 9,728 | $603.6K | 0.01% | +9,728 | New |
| Polymer Capital Management (US) LLC | 9,787 | $607.3K | 0.09% | −3,661−27.2% | Reduced |
| Credit Agricole S A | 9,916 | $615.3K | 0.00% | +1,845+22.9% | Added |
| Auxano Advisors, LLC | 9,969 | $618.6K | 0.12% | −58−0.6% | Reduced |
| Carret Asset Management, LLC | 9,980 | $619.3K | 0.05% | +715+7.7% | Added |
| LMR Partners LLP | 9,995 | $620.2K | 0.00% | +9,995 | New |
| Krilogy Financial LLC | 10,010 | $621.1K | 0.02% | +6,658+198.6% | Added |
| Warren Averett Asset Management, LLC | 10,011 | $621.2K | 0.00% | +2,638+35.8% | Added |
| CIBC Bancorp USA Inc. | 9,790 | $623.0K | 0.00% | −30,140−75.5% | Reduced |
| Pallas Capital Advisors LLC | 10,320 | $640.4K | 0.02% | +4,451+75.8% | Added |
| Rockefeller Capital Management L.P. | 10,377 | $644.0K | 0.00% | −1,559−13.1% | Reduced |
| Archford Capital Strategies, LLC | 10,553 | $654.8K | 0.07% | −386−3.5% | Reduced |
| Capstone Investment Advisors, LLC | 10,585 | $656.8K | 0.00% | +10,585 | New |
| Anchor Capital Advisors LLC | 10,605 | $658.0K | 0.02% | −1,743−14.1% | Reduced |
| Callan Family Office, LLC | 10,653 | $661.0K | 0.01% | +3,220+43.3% | Added |
| Blueshift Asset Management, LLC | 10,810 | $670.8K | 0.16% | +4,595+73.9% | Added |
| Dynamic Technology Lab Private Ltd | 10,814 | $671.0K | 0.15% | −16,996−61.1% | Reduced |
| Maryland State Retirement & Pension System | 10,898 | $676.2K | 0.01% | +854+8.5% | Added |
| CIBC Asset Management Inc | 10,991 | $682.0K | 0.00% | −295−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,020 | $683.8K | 0.01% | +11,020 | New |
| Chicago Trust Co NA | 11,071 | $687.0K | 0.10% | −452−3.9% | Reduced |
| Ethic Inc. | 11,155 | $692.2K | 0.01% | +11,155 | New |
| Park Avenue Securities LLC | 11,168 | $693.0K | 0.00% | −1,182−9.6% | Reduced |
| Sheets Smith Wealth Management | 11,237 | $697.2K | 0.07% | +3,290+41.4% | Added |
| Laird Norton Trust Company, LLC | 11,371 | $705.6K | 0.01% | +587+5.4% | Added |
| Parallel Advisors, LLC | 11,456 | $710.9K | 0.01% | −5,098−30.8% | Reduced |
| CSS LLC | 11,504 | $713.8K | 0.03% | −6,886−37.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,825 | $722.4K | 0.02% | +5,453+101.5% | Added |
| Aquatic Capital Management LLC | 11,652 | $723.0K | 0.02% | −102,577−89.8% | Reduced |
| Univest Financial Corp | 11,658 | $723.4K | 0.04% | −15,830−57.6% | Reduced |
| Alps Advisors Inc | 11,819 | $733.4K | 0.00% | +1,981+20.1% | Added |
| Integrated Wealth Concepts LLC | 12,028 | $746.3K | 0.00% | +3,990+49.6% | Added |
| Woodline Partners LP | 12,062 | $748.4K | 0.00% | +3,465+40.3% | Added |
| R Squared Ltd | 12,106 | $751.2K | 0.39% | +6,131+102.6% | Added |
| Concurrent Investment Advisors, LLC | 12,219 | $758.2K | 0.01% | +12,219 | New |
| Brant Point Investment Management LLC | 12,286 | $762.3K | 0.17% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 12,159 | $765.3K | 0.00% | +1,194+10.9% | Added |
| American Century Companies Inc | 12,375 | $767.9K | 0.00% | +1,469+13.5% | Added |
| Buckingham Strategic Partners | 12,410 | $770.0K | 0.01% | +8,543+220.9% | Added |
| Abn Amro Investment Solutions | 12,485 | $774.7K | 0.01% | −1,238−9.0% | Reduced |
| Glenmede Trust Co NA | 12,531 | $777.5K | 0.00% | −181,464−93.5% | Reduced |
| Pensionmark Financial Group, LLC | 11,580 | $779.8K | 0.01% | −1,119−8.8% | Reduced |
| Omers Administration Corp | 12,858 | $797.8K | 0.00% | −24,842−65.9% | Reduced |
| Intech Investment Management LLC | 13,149 | $815.9K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 13,208 | $819.6K | 0.02% | +13,208 | New |
| Van Eck Associates Corp | 13,275 | $823.7K | 0.00% | −33,937−71.9% | Reduced |
| Ritholtz Wealth Management | 13,402 | $831.6K | 0.01% | +7,323+120.5% | Added |
| Merit Financial Group, LLC | 13,453 | $834.7K | 0.01% | +6,653+97.8% | Added |
| Coyle Financial Counsel LLC | 13,524 | $839.2K | 0.15% | +13,524 | New |
| Machina Capital S.A.S. | 13,570 | $842.0K | 0.13% | +13,570 | New |
| Western Wealth Management, LLC | 13,647 | $846.8K | 0.03% | −94−0.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 13,922 | $863.9K | 0.18% | +13,922 | New |
| The PNC Financial Services Group, Inc. | 14,410 | $894.1K | 0.00% | −5,733−28.5% | Reduced |
| State of Michigan Retirement System | 14,570 | $904.1K | 0.00% | +4,700+47.6% | Added |
| Saudi Central Bank | 14,792 | $917.8K | 0.01% | +6,685+82.5% | Added |
| Titan Global Capital Management USA LLC | 15,078 | $935.6K | 0.12% | −24,073−61.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,189 | $942.5K | 0.03% | +192+1.3% | Added |
| Boothbay Fund Management, LLC | 15,286 | $948.5K | 0.02% | +6,246+69.1% | Added |
| Sanctuary Advisors, LLC | 15,738 | $976.5K | 0.00% | −1,476−8.6% | Reduced |
| ASR Vermogensbeheer N.V. | 15,820 | $981.6K | 0.01% | +10,426+193.3% | Added |
| Prudential Financial Inc | 15,859 | $984.1K | 0.00% | +6,688+72.9% | Added |
| Davis Capital Management | 15,905 | $986.9K | 0.58% | +2,368+17.5% | Added |
| Eurizon Capital SGR S.p.A. | 15,931 | $989.5K | 0.00% | +4,052+34.1% | Added |
| Delphi Management Inc | 16,050 | $996.0K | 0.97% | +1,222+8.2% | Added |
| Oppenheimer & Co Inc | 16,096 | $998.8K | 0.01% | +5,454+51.2% | Added |
| US Bancorp | 16,096 | $998.8K | 0.00% | −2,929−15.4% | Reduced |
| Lighthouse Investment Partners, LLC | 16,119 | $1.00M | 0.03% | +16,119 | New |
| Cullen/Frost Bankers, Inc. | 16,343 | $1.01M | 0.01% | +23+0.1% | Added |
| Argos Wealth Advisors, LLC | 16,410 | $1.02M | 0.27% | −500−3.0% | Reduced |
| LRI Investments, LLC | 16,490 | $1.02M | 0.08% | +17+0.1% | Added |
| Groupama Asset Managment | 16,346 | $1.03M | 0.01% | +1,537+10.4% | Added |
| Chicago Partners Investment Group LLC | 15,370 | $1.03M | 0.02% | +9,898+180.9% | Added |
| Gulf International Bank (UK) Ltd | 16,648 | $1.03M | 0.02% | −451−2.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,117 | $1.06M | 0.03% | +2,161+14.4% | Added |
| Boyar Asset Management Inc. | 17,802 | $1.10M | 0.63% | −8,181−31.5% | Reduced |
| Affinity Investment Advisors, LLC | 17,809 | $1.11M | 0.56% | +6,468+57.0% | Added |
| Pekin Hardy Strauss, Inc. | 18,926 | $1.17M | 0.10% | −9,965−34.5% | Reduced |
| CWM Advisors, LLC | 18,951 | $1.18M | 0.05% | +2,973+18.6% | Added |
| JustInvest LLC | 19,030 | $1.18M | 0.01% | −2,314−10.8% | Reduced |
| Commonwealth Equity Services, LLC | 19,230 | $1.19M | 0.00% | +2,857+17.4% | Added |
| Hillsdale Investment Management Inc. | 19,490 | $1.21M | 0.03% | +4,860+33.2% | Added |
| Public Employees Retirement Association of Colorado | 19,847 | $1.23M | 0.00% | −164,225−89.2% | Reduced |
| Wolverine Asset Management LLC | 20,165 | $1.25M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 20,223 | $1.25M | 0.01% | +13,451+198.6% | Added |
| Janney Montgomery Scott LLC | 20,497 | $1.27M | 0.00% | −5,184−20.2% | Reduced |
| Jones Financial Companies LLLP | 20,005 | $1.27M | 0.00% | −216,060−91.5% | Reduced |
| Natixis Advisors, L.P. | 20,585 | $1.28M | 0.00% | −213,781−91.2% | Reduced |
| Nykredit A/S | 20,650 | $1.28M | 0.00% | +20,650 | New |