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 |
|---|---|---|---|---|---|
| National Bank of Canada | 4,984 | $309.8K | 0.00% | +314+6.7% | Added |
| Atomi Financial Group, Inc. | 4,949 | $307.1K | 0.01% | +231+4.9% | Added |
| Johnson Financial Group, LLC | 4,838 | $300.2K | 0.02% | +1,062+28.1% | Added |
| SGL Investment Advisors, Inc. | 3,670 | $292.8K | 0.10% | −276−7.0% | Reduced |
| Custom Index Systems, LLC | 4,702 | $291.8K | 0.10% | +4,702 | New |
| Ascent Group, LLC | 4,655 | $288.9K | 0.01% | +906+24.2% | Added |
| Lido Advisors, LLC | 4,622 | $286.8K | 0.00% | +4,622 | New |
| Trust Co | 4,619 | $286.6K | 0.03% | +4,619 | New |
| Havemeyer Place LP | 4,572 | $283.7K | 0.03% | −7,782−63.0% | Reduced |
| Yousif Capital Management, LLC | 4,512 | $280.0K | 0.00% | −102−2.2% | Reduced |
| Ostrum Asset Management | 4,443 | $275.7K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,410 | $273.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,397 | $272.9K | 0.00% | +410+10.3% | Added |
| Dynamic Advisor Solutions LLC | 4,355 | $270.2K | 0.01% | −642−12.8% | Reduced |
| Trust Co of Vermont | 4,303 | $267.0K | 0.01% | +4,303 | New |
| Aaron Wealth Advisors | 4,278 | $265.4K | 0.01% | −183−4.1% | Reduced |
| PFG Investments, LLC | 4,276 | $265.3K | 0.01% | +4,276 | New |
| DRW Securities, LLC | 4,179 | $259.3K | 0.02% | −9,000−68.3% | Reduced |
| Integrated Investment Consultants, LLC | 4,085 | $253.5K | 0.05% | −2,109−34.0% | Reduced |
| MQS Management LLC | 4,084 | $253.4K | 0.31% | −1,418−25.8% | Reduced |
| Apollon Wealth Management, LLC | 4,004 | $248.4K | 0.00% | +4,004 | New |
| Motley Fool Asset Management LLC | 3,998 | $248.1K | 0.01% | −35−0.9% | Reduced |
| Citizens Financial Group Inc | 3,990 | $247.6K | 0.00% | +3,990 | New |
| Ironwood Investment Counsel, LLC | 3,938 | $244.4K | 0.03% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,802 | $235.9K | 0.01% | +771+25.4% | Added |
| Nicolet Bankshares Inc | 3,788 | $235.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,719 | $230.7K | 0.00% | −2,302−38.2% | Reduced |
| Vise Technologies, Inc. | 3,710 | $230.2K | 0.00% | +800+27.5% | Added |
| Old National Bancorp | 3,704 | $229.8K | 0.00% | +3,704 | New |
| LightSquare Wealth Management, LLC | 3,685 | $228.7K | 0.16% | +3,685 | New |
| Sym Financial Corp | 3,656 | $226.9K | 0.02% | +3,656 | New |
| nVerses Capital, LLC | 3,649 | $226.4K | 0.35% | +3,649 | New |
| Proficio Capital Partners LLC | 3,643 | $226.0K | 0.01% | +3,643 | New |
| CenterBook Partners LP | 3,605 | $223.7K | 0.01% | +3,605 | New |
| Claret Asset Management Corp | 3,585 | $222.0K | 0.02% | +3,585 | New |
| AlphaGrep UK Ltd | 3,563 | $221.1K | 0.07% | −1,825−33.9% | Reduced |
| Assetmark, Inc | 3,542 | $219.8K | 0.00% | −26,986−88.4% | Reduced |
| Alhambra Investment Partners LLC | 3,527 | $218.8K | 0.10% | −2,228−38.7% | Reduced |
| TCW Group Inc | 3,526 | $218.8K | 0.00% | −35−1.0% | Reduced |
| Indivisible Partners | 3,512 | $217.9K | 0.01% | +457+15.0% | Added |
| Mirabella Financial Services LLP | 3,503 | $217.4K | 0.02% | −1,646−32.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,487 | $216.4K | 0.00% | −31,381−90.0% | Reduced |
| We Are One Seven, LLC | 3,461 | $214.8K | 0.00% | −476−12.1% | Reduced |
| Hancock Whitney Corp | 3,440 | $213.5K | 0.00% | +5+0.1% | Added |
| TCG Advisory Services, LLC | 3,422 | $212.3K | 0.00% | +3,422 | New |
| MetLife Investment Management | 3,385 | $210.0K | 0.00% | −44−1.3% | Reduced |
| 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 |
| Syon Capital LLC | 3,369 | $209.0K | 0.01% | +3,369 | New |
| Cambridge Investment Research Advisors, Inc. | 3,367 | $209.0K | 0.00% | −862−20.4% | Reduced |
| New World Advisors LLC | 3,345 | $207.6K | 0.04% | +3,345 | New |
| Byrne Asset Management LLC | 3,328 | $206.5K | 0.11% | −5,440−62.0% | Reduced |
| Signaturefd, LLC | 3,266 | $202.7K | 0.00% | −252−7.2% | Reduced |
| Ironsides Asset Advisors, LLC | 3,246 | $201.4K | 0.05% | +3,246 | New |
| Transamerica Financial Advisors, Inc. | 3,238 | $200.9K | 0.02% | +318+10.9% | Added |
| Meixler Investment Management, Ltd. | 3,233 | $200.6K | 0.11% | −231−6.7% | Reduced |
| TD Private Client Wealth LLC | 3,230 | $200.4K | 0.00% | −10,136−75.8% | Reduced |
| IFP Advisors, Inc | 3,142 | $195.0K | 0.00% | +1,508+92.3% | Added |
| Siemens Fonds Invest GmbH | 3,047 | $189.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,953 | $183.2K | 0.02% | +1,066+56.5% | Added |
| Bessemer Group Inc | 2,879 | $179.0K | 0.00% | +29+1.0% | Added |
| Copeland Capital Management, LLC | 2,816 | $174.7K | 0.00% | −727−20.5% | Reduced |
| Farther Finance Advisors, LLC | 2,741 | $170.3K | 0.00% | −128−4.5% | Reduced |
| 1620 Investment Advisors, Inc. | 2,446 | $151.8K | 0.09% | −21−0.9% | Reduced |
| Index Technologies Group LLC | 2,378 | $147.6K | 0.12% | +2,378 | New |
| Ronald Blue Trust, Inc. | 2,128 | $132.1K | 0.00% | +723+51.5% | Added |
| FIL Ltd | 2,017 | $125.2K | 0.00% | +709+54.2% | Added |
| Smartleaf Asset Management LLC | 1,959 | $123.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,769 | $109.8K | 0.00% | −628−26.2% | Reduced |
| Essential Partners LLC | 1,699 | $105.4K | 0.05% | +786+86.1% | Added |
| Larson Financial Group LLC | 1,524 | $94.6K | 0.00% | +622+69.0% | Added |
| Los Angeles Capital Management LLC | 1,410 | $87.5K | 0.00% | −28,455−95.3% | Reduced |
| Cohen & Steers, Inc. | 1,400 | $87.0K | 0.00% | 00.0% | Unchanged |
| Motco | 1,355 | $84.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 1,182 | $73.3K | 0.00% | −14,141−92.3% | Reduced |
| Capital Analysts, LLC | 1,170 | $72.0K | 0.00% | −923−44.1% | Reduced |
| Huntington National Bank | 1,160 | $72.0K | 0.00% | +420+56.8% | Added |
| Winthrop Capital Management, LLC | 994 | $62.0K | 0.01% | +467+88.6% | Added |
| Covestor Ltd | 986 | $61.0K | 0.04% | +438+79.9% | Added |
| Global Retirement Partners, LLC | 922 | $57.2K | 0.00% | +922 | New |
| Rialto Wealth Management, LLC | 920 | $57.1K | 0.01% | +52+6.0% | Added |
| True Wealth Design, LLC | 887 | $55.0K | 0.01% | +301+51.4% | Added |
| Fortis Group Advisors, LLC | 870 | $54.0K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 852 | $52.9K | 0.00% | +58+7.3% | Added |
| Medallion Wealth Advisors, LLC | 848 | $52.6K | 0.02% | −718−45.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 789 | $49.0K | 0.01% | +72+10.0% | Added |
| Westpac Banking Corp | 738 | $45.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 700 | $43.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 670 | $41.6K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 549 | $34.1K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 541 | $33.6K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 541 | $33.6K | 0.01% | −3,169−85.4% | Reduced |
| Raiffeisen Bank International AG | 528 | $33.2K | 0.00% | −10,946−95.4% | Reduced |
| Financial Avengers, Inc. | 534 | $33.1K | 0.01% | +534 | New |
| Ameritas Advisory Services, LLC | 502 | $31.1K | 0.00% | +502 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 492 | $30.5K | 0.00% | −262−34.7% | Reduced |
| Central Trust Co | 451 | $28.0K | 0.00% | −59−11.6% | Reduced |