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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 450 | $27.9K | 0.00% | +132+41.5% | Added |
| Institute for Wealth Management, LLC. | 445 | $27.6K | 0.00% | +445 | New |
| Royal London Asset Management Ltd | 444 | $27.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 385 | $23.9K | 0.01% | +302+363.9% | Added |
| Whittier Trust Co | 348 | $22.7K | 0.00% | +4+1.2% | Added |
| Silver Grove Financial Group, Inc. | 362 | $22.5K | 0.01% | +362 | New |
| Salem Investment Counselors Inc | 355 | $22.0K | 0.00% | −45−11.3% | Reduced |
| N.E.W. Advisory Services LLC | 350 | $21.7K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 339 | $21.0K | 0.01% | +57+20.2% | Added |
| Caldwell Trust Co | 324 | $20.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 320 | $19.9K | 0.00% | +298+1,354.5% | Added |
| Basecamp Wealth Advisors LLC | 304 | $18.9K | 0.00% | +175+135.7% | Added |
| Private Trust Co NA | 298 | $18.5K | 0.00% | −27−8.3% | Reduced |
| Rossby Financial, LCC | 297 | $18.4K | 0.00% | +3+1.0% | Added |
| GW&K Investment Management, LLC | 279 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 270 | $16.8K | 0.00% | +270 | New |
| JFS Wealth Advisors, LLC | 260 | $16.1K | 0.00% | −15−5.5% | Reduced |
| Massmutual Trust Co FSB | 257 | $15.9K | 0.00% | −122−32.2% | 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 |
| CVA Family Office, LLC | 231 | $14.3K | 0.00% | −131−36.2% | Reduced |
| Hilton Head Capital Partners, LLC | 229 | $14.2K | 0.01% | −10−4.2% | Reduced |
| WPG Advisers, LLC | 225 | $14.0K | 0.01% | −7−3.0% | Reduced |
| Meeder Asset Management Inc | 221 | $13.7K | 0.00% | +84+61.3% | Added |
| Private Wealth Asset Management, LLC | 214 | $13.3K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 209 | $13.0K | 0.00% | +62+42.2% | Added |
| Atwood & Palmer Inc | 207 | $12.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 200 | $12.4K | 0.00% | +56+38.9% | Added |
| Fortitude Family Office, LLC | 197 | $12.2K | 0.00% | +52+35.9% | Added |
| SJS Investment Consulting Inc. | 195 | $12.1K | 0.00% | +138+242.1% | Added |
| Torren Management, LLC | 188 | $11.7K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 180 | $11.2K | 0.00% | +129+252.9% | Added |
| Capital Advisors, Ltd. LLC | 176 | $11.0K | 0.00% | −36−17.0% | Reduced |
| Ogorek Anthony Joseph | 180 | $11.0K | 0.00% | +59+48.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 162 | $10.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 159 | $9.88K | 0.00% | −78−32.9% | Reduced |
| Community Bank, N.A. | 154 | $9.55K | 0.00% | +154 | New |
| West Branch Capital LLC | 142 | $8.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $8.75K | 0.00% | +49+53.3% | Added |
| TD Waterhouse Canada Inc. | 135 | $8.63K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 137 | $8.50K | 0.00% | +101+280.6% | Added |
| JPL Wealth Management, LLC | 131 | $8.13K | 0.00% | +24+22.4% | Added |
| Marquette Asset Management, LLC | 122 | $7.57K | 0.00% | +90+281.3% | Added |
| Action Point Financial Planning, LLC | 120 | $7.38K | 0.00% | +120 | New |
| Owl Creek Wealth Partners LLC | 113 | $7.01K | 0.00% | −150−57.0% | Reduced |
| Community Financial Services Group, LLC | 109 | $6.97K | 0.00% | −109−50.0% | Reduced |
| Crewe Advisors LLC | 107 | $6.64K | 0.00% | +9+9.2% | Added |
| Aventura Private Wealth, LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 98 | $6.08K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 93 | $6.00K | 0.00% | +93 | New |
| Key Financial Inc | 96 | $5.96K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 96 | $5.96K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 89 | $5.52K | 0.00% | +89 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 76 | $4.72K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 75 | $4.65K | 0.00% | +9+13.6% | Added |
| Princeton Global Asset Management LLC | 73 | $4.53K | 0.00% | +73 | New |
| Private Wealth Management Group, LLC | 68 | $4.22K | 0.00% | −40−37.0% | Reduced |
| Kilter Group LLC | 67 | $4.16K | 0.00% | +35+109.4% | Added |
| Bogart Wealth, LLC | 65 | $4.03K | 0.00% | +8+14.0% | Added |
| Brown Brothers Harriman & Co | 60 | $3.72K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 59 | $3.66K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 57 | $3.54K | 0.00% | −30−34.5% | Reduced |
| Park Place Capital Corp | 53 | $3.29K | 0.00% | −62−53.9% | Reduced |
| GoalVest Advisory LLC | 53 | $3.29K | 0.00% | +53 | New |
| Caitong International Asset Management Co., Ltd | 53 | $3.29K | 0.00% | +53 | New |
| Bokf, NA | 50 | $3.10K | 0.00% | +50 | New |
| Concord Wealth Partners | 50 | $3.10K | 0.00% | +50 | New |
| Pinnacle Wealth Planning Services, Inc. | 49 | $3.04K | 0.00% | −76−60.8% | Reduced |
| Coston, McIsaac & Partners | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 48 | $2.98K | 0.00% | +9+23.1% | Added |
| Creative Capital Management Investments LLC | 47 | $2.92K | 0.00% | +47 | New |
| Bartlett & Co. Wealth Management LLC | 43 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 43 | $2.67K | 0.00% | +17+65.4% | Added |
| International Assets Investment Management, LLC | 40 | $2.56K | 0.00% | +9+29.0% | Added |
| Mather Group, LLC. | 41 | $2.54K | 0.00% | −23−35.9% | Reduced |
| Cromwell Holdings LLC | 41 | $2.54K | 0.00% | +1+2.5% | Added |
| DiNuzzo Private Wealth, Inc. | 40 | $2.48K | 0.00% | −1−2.4% | Reduced |
| William B. Walkup & Associates, Inc. | 38 | $2.36K | 0.00% | +38 | New |
| MidFirst Bank | 37 | $2.30K | 0.00% | +37 | New |
| Cornerstone Planning Group LLC | 34 | $2.28K | 0.00% | −8−19.0% | Reduced |
| Avion Wealth | 46 | $2.00K | 0.00% | +6+15.0% | Added |
| IMA Wealth, Inc. | 32 | $1.99K | 0.00% | +16+100.0% | Added |
| Sunrise Financial Services, LLC | 31 | $1.92K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $1.86K | 0.00% | −12−28.6% | Reduced |
| HM Payson & Co | 29 | $1.80K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 29 | $1.78K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 26 | $1.61K | 0.00% | −23−46.9% | Reduced |
| HFM Investment Advisors, LLC | 24 | $1.49K | 0.00% | +16+200.0% | Added |
| South State Corp. | 23 | $1.43K | 0.00% | −18−43.9% | Reduced |
| First Horizon Corp | 23 | $1.43K | 0.00% | −169−88.0% | Reduced |
| Principia Wealth Advisory, LLC | 20 | $1.24K | 0.00% | −12−37.5% | Reduced |
| Harbor Investment Advisory, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.12K | 0.00% | −40−69.0% | Reduced |
| Cornerstone Financial Management LLC | 18 | $1.12K | 0.00% | −7−28.0% | Reduced |
| AdvisorNet Financial, Inc | 17 | $1.05K | 0.00% | −17−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 17 | $1.05K | 0.00% | −11−39.3% | Reduced |
| IFG Advisory, LLC | 17 | $1.05K | 0.00% | +17 | New |
| SHP Wealth Management | 16 | $993 | 0.00% | +11+220.0% | Added |