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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 10,653 | $661.0K | 0.01% | +3,220+43.3% | Added |
| Anchor Capital Advisors LLC | 10,605 | $658.0K | 0.02% | −1,743−14.1% | Reduced |
| Capstone Investment Advisors, LLC | 10,585 | $656.8K | 0.00% | +10,585 | New |
| Archford Capital Strategies, LLC | 10,553 | $654.8K | 0.07% | −386−3.5% | Reduced |
| Rockefeller Capital Management L.P. | 10,377 | $644.0K | 0.00% | −1,559−13.1% | Reduced |
| Pallas Capital Advisors LLC | 10,320 | $640.4K | 0.02% | +4,451+75.8% | Added |
| CIBC Bancorp USA Inc. | 9,790 | $623.0K | 0.00% | −30,140−75.5% | Reduced |
| Warren Averett Asset Management, LLC | 10,011 | $621.2K | 0.00% | +2,638+35.8% | Added |
| Krilogy Financial LLC | 10,010 | $621.1K | 0.02% | +6,658+198.6% | Added |
| LMR Partners LLP | 9,995 | $620.2K | 0.00% | +9,995 | New |
| Carret Asset Management, LLC | 9,980 | $619.3K | 0.05% | +715+7.7% | Added |
| Auxano Advisors, LLC | 9,969 | $618.6K | 0.12% | −58−0.6% | Reduced |
| Credit Agricole S A | 9,916 | $615.3K | 0.00% | +1,845+22.9% | Added |
| Polymer Capital Management (US) LLC | 9,787 | $607.3K | 0.09% | −3,661−27.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 9,728 | $603.6K | 0.01% | +9,728 | New |
| M&T Bank Corp | 9,582 | $594.6K | 0.00% | +2,594+37.1% | Added |
| CAPROCK Group, Inc. | 9,455 | $586.7K | 0.01% | +1,008+11.9% | Added |
| Advisor Group Holdings, Inc. | 9,418 | $584.7K | 0.00% | +940+11.1% | Added |
| Amalgamated Bank | 9,373 | $582.0K | 0.00% | −2,070−18.1% | Reduced |
| Sylvest Advisors, LLC | 9,280 | $575.8K | 0.26% | +685+8.0% | Added |
| Sequoia Financial Advisors, LLC | 9,212 | $571.6K | 0.00% | +1,271+16.0% | Added |
| Plato Investment Management Ltd | 9,248 | $570.5K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 9,116 | $565.6K | 0.00% | −3,829−29.6% | Reduced |
| Wealthfront Advisers LLC | 9,091 | $564.1K | 0.00% | −5,162−36.2% | Reduced |
| West Family Investments, Inc. | 8,971 | $556.7K | 0.16% | +8,971 | New |
| EntryPoint Capital, LLC | 8,910 | $552.9K | 0.13% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 8,823 | $547.5K | 0.03% | +117+1.3% | Added |
| Tokio Marine Asset Management Co Ltd | 8,816 | $547.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,773 | $544.4K | 0.00% | +103+1.2% | Added |
| MAI Capital Management | 8,550 | $530.6K | 0.00% | +5,345+166.8% | Added |
| Natixis | 8,487 | $526.6K | 0.00% | −14,471−63.0% | Reduced |
| Osmosis Investment Management UK Ltd | 8,461 | $525.0K | 0.02% | −10,407−55.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,364 | $519.0K | 0.11% | +1,890+29.2% | Added |
| Vestcor Inc | 8,237 | $511.0K | 0.01% | 00.0% | Unchanged |
| Sentinus, LLC | 8,215 | $509.7K | 0.04% | +1,038+14.5% | Added |
| Fideuram Asset Management (Ireland) dac | 7,664 | $505.6K | 0.01% | +7,664 | New |
| Atlantic Union Bankshares Corp | 8,127 | $504.3K | 0.01% | +3,545+77.4% | Added |
| Fiduciary Trust Co | 8,093 | $502.2K | 0.01% | −143−1.7% | Reduced |
| Two Sigma Securities, LLC | 8,072 | $500.9K | 0.04% | −7,184−47.1% | Reduced |
| Vident Advisory, LLC | 8,044 | $499.1K | 0.00% | −1,167−12.7% | Reduced |
| Clearstead Advisors, LLC | 8,041 | $499.0K | 0.00% | −636−7.3% | Reduced |
| Fieldview Capital Management, LLC | 7,931 | $492.1K | 0.14% | −17,185−68.4% | Reduced |
| Virtu Financial LLC | 7,902 | $490.0K | 0.02% | +1,780+29.1% | Added |
| Baird Financial Group, Inc. | 7,889 | $489.5K | 0.00% | −92−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 7,885 | $489.3K | 0.00% | +5,634+250.3% | Added |
| Frec Markets, Inc. | 7,834 | $486.1K | 0.04% | +7,834 | New |
| Truvestments Capital LLC | 7,782 | $482.8K | 0.07% | −226−2.8% | Reduced |
| HB Wealth Management, LLC | 7,644 | $474.3K | 0.00% | +3,493+84.1% | Added |
| Groesbeck Investment Management Corp | 7,473 | $464.0K | 0.74% | 00.0% | Unchanged |
| Avanza Fonder AB | 7,476 | $463.9K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 7,440 | $461.7K | 0.11% | +815+12.3% | Added |
| Brighton Jones LLC | 7,245 | $449.5K | 0.01% | +7,245 | New |
| Eagle Rock Investment Company, LLC | 7,125 | $442.1K | 0.05% | −575−7.5% | Reduced |
| 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 |
| 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 |
| J.Safra Asset Management Corp | 6,971 | $432.6K | 0.02% | −566−7.5% | Reduced |
| Childress Capital Advisors, LLC | 6,969 | $432.4K | 0.07% | +3,007+75.9% | Added |
| Principal Securities, Inc. | 6,966 | $432.2K | 0.01% | −636−8.4% | Reduced |
| one8zero8, LLC | 6,960 | $431.9K | 0.09% | −3,000−30.1% | Reduced |
| Weiss Asset Management LP | 6,904 | $428.4K | 0.00% | −51,118−88.1% | Reduced |
| Baker Avenue Asset Management, LP | 6,879 | $426.8K | 0.01% | +3,765+120.9% | Added |
| GWM Advisors LLC | 6,874 | $426.5K | 0.00% | −25,372−78.7% | Reduced |
| Allworth Financial LP | 6,840 | $424.4K | 0.00% | +3,684+116.7% | Added |
| Empowered Funds, LLC | 6,635 | $411.7K | 0.00% | −74,668−91.8% | Reduced |
| Bull Harbor Capital LLC | 6,490 | $402.7K | 0.08% | +2,886+80.1% | Added |
| Haven Private, LLC | 6,473 | $401.6K | 0.15% | −2,454−27.5% | Reduced |
| Evergreen Capital Management LLC | 6,447 | $400.0K | 0.01% | +6,447 | New |
| Oxford Asset Management LLP | 6,424 | $398.6K | 0.20% | −2,607−28.9% | Reduced |
| Qtron Investments LLC | 6,413 | $397.9K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,350 | $394.0K | 0.11% | −23,548−78.8% | Reduced |
| Centiva Capital, LP | 6,338 | $393.3K | 0.01% | −6,053−48.8% | Reduced |
| Oliver Luxxe Assets LLC | 6,334 | $393.0K | 0.06% | +6,334 | New |
| Sterling Capital Management LLC | 6,240 | $387.2K | 0.01% | −18,608−74.9% | Reduced |
| North Dakota State Investment Board | 6,223 | $386.1K | 0.02% | +106+1.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,173 | $383.0K | 0.00% | −14,150−69.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,962 | $382.0K | 0.13% | +4,962 | New |
| Advisory Services Network, LLC | 6,140 | $381.0K | 0.00% | −452−6.9% | Reduced |
| Meeder Advisory Services, Inc. | 6,131 | $380.4K | 0.01% | +2,502+68.9% | Added |
| GAMMA Investing LLC | 6,091 | $377.9K | 0.01% | +13+0.2% | Added |
| Advisors Asset Management, Inc. | 6,074 | $376.9K | 0.01% | +4,160+217.3% | Added |
| Walter & Keenan Financial Consulting Co | 6,033 | $374.3K | 0.09% | −1,063−15.0% | Reduced |
| AlphaCore Capital LLC | 6,011 | $373.0K | 0.01% | +2,165+56.3% | Added |
| Hantz Financial Services, Inc. | 5,964 | $370.0K | 0.01% | −382−6.0% | Reduced |
| Oslo Pensjonsforsikring AS | 5,942 | $368.7K | 0.04% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 5,883 | $364.9K | 0.01% | +5,883 | New |
| STRS Ohio | 5,870 | $364.2K | 0.00% | +866+17.3% | Added |
| Camden Capital, LLC | 5,778 | $358.5K | 0.02% | +1,590+38.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,708 | $354.2K | 0.00% | +4,080+250.6% | Added |
| Mutual Advisors, LLC | 5,592 | $347.0K | 0.01% | +123+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,481 | $340.1K | 0.02% | −84−1.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,414 | $335.9K | 0.00% | +5,414 | New |
| E. Ohman J:or Asset Management AB | 5,316 | $329.9K | 0.01% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 5,274 | $327.3K | 0.02% | +5,274 | New |
| Avantra Family Wealth, Inc. | 5,202 | $322.8K | 0.21% | −8,934−63.2% | Reduced |
| Kestra Advisory Services, LLC | 5,190 | $322.0K | 0.00% | −6,445−55.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,177 | $321.3K | 0.01% | +20.0% | Added |
| Quadrant Capital Group LLC | 5,040 | $312.7K | 0.01% | −936−15.7% | Reduced |