Skip to content
Disclosery

SSNC SS&C TECH HLDGS

Follow

Stock (common), issuer CIK 1402436

708 managers (728 13F filers) reported a position in SSNC shares at 2026-06-30, 202,766,610 shares in all. 91 filers opened a position and 82 filers sold out during the quarter.

Managers
708
13F filers
728
New
91
Added
292
Reduced
260
Sold out
82
Shares held by filers
202,766,610

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HARBOUR INVESTMENTS, INC.238$14.8K<0.01%+3413F-HRTimeline
United Community Bankin group United Community Bank238$14.8K<0.01%013F-HRTimelineGroup
1015 Capital Partners, LLC238$14.8K0.01%-213F-HRTimeline
CVA Family Office, LLC231$14.3K<0.01%-13113F-HRTimeline
Hilton Head Capital Partners, LLC229$14.2K0.01%-1013F-HRTimeline
WPG Advisers, LLC225$14K0.01%-713F-HRTimeline
Private Wealth Asset Management, LLC214$13.3K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.209$13K<0.01%+6213F-HRTimeline
ATWOOD & PALMER INC207$12.8K<0.01%013F-HRTimeline
First Pacific Financial200$12.4K<0.01%+5613F-HRTimeline
Fortitude Family Office, LLC197$12.2K<0.01%+5213F-HRTimeline
SJS Investment Consulting Inc.195$12.1K<0.01%+13813F-HRTimeline
Torren Management, LLC188$11.7K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…180$11.2K<0.01%+12913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV180$11K<0.01%+5913F-HRTimeline
Capital Advisors, Ltd. LLC176$11K<0.01%-3613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…162$10.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC159$9.88K<0.01%-7813F-HRTimeline
Community Bank, N.A.154$9.55K<0.01%new13F-HRTimeline
West Branch Capital LLC142$8.81K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc141$8.75K<0.01%+4913F-HRTimeline
TD Waterhouse Canada Inc.135$8.63K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.137$8.5K<0.01%+10113F-HRTimeline
JPL Wealth Management, LLC131$8.13K<0.01%+2413F-HRTimeline
Marquette Asset Management, LLC122$7.57K<0.01%+9013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS120$7.38K<0.01%new13F-HRTimeline
Owl Creek Wealth Partners LLC113$7.01K<0.01%-15013F-HRTimeline
Community Financial Services Group, LLC109$6.97K<0.01%-10913F-HRTimeline
Crewe Advisors LLC107$6.64K<0.01%+913F-HRTimeline
Aventura Private Wealth, LLC100$6.21K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.98$6.08K<0.01%013F-HRTimeline
CX Institutional93$6K<0.01%new13F-HRTimeline
Key Financial Inc96$5.96K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC96$5.96K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.89$5.52K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…78$5K<0.01%013F-HRTimeline
Benson Wealth Management INC76$4.72K<0.01%013F-HRTimeline
Signature Equity Partners, LLC75$4.65K<0.01%+913F-HRTimeline
Princeton Global Asset Management LLC73$4.53K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC68$4.22K<0.01%-4013F-HRTimeline
Kilter Group LLC67$4.16K<0.01%+3513F-HRTimeline
Bogart Wealth, LLC65$4.03K<0.01%+813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO60$3.72K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC59$3.66K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management57$3.54K<0.01%-3013F-HRTimelineGroup
GoalVest Advisory LLC53$3.29K<0.01%new13F-HRTimeline
Caitong International Asset Management …53$3.29K<0.01%new13F-HRTimeline
Park Place Capital Corp53$3.29K<0.01%-6213F-HRTimeline
BOKF, NAin group BOKF, NA50$3.1K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners50$3.1K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.49$3.04K<0.01%-7613F-HRTimeline
Coston, McIsaac & Partners54$3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.48$2.98K<0.01%+913F-HRTimeline
Creative Capital Management Investments…47$2.92K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC43$2.67K<0.01%+1713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC43$2.67K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…40$2.56K<0.01%+913F-HRTimeline
MATHER GROUP, LLC.41$2.54K<0.01%-2313F-HRTimeline
Cromwell Holdings LLC41$2.54K<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.40$2.48K<0.01%-113F-HRTimeline
William B. Walkup & Associates, Inc.38$2.36K<0.01%new13F-HRTimeline
MidFirst Bank37$2.3K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC34$2.28K<0.01%-813F-HRTimeline
Avion Wealth46$2K<0.01%+613F-HRTimeline
IMA Advisory Services, Inc.32$1.99K<0.01%+1613F-HRTimeline
Sunrise Financial Services, LLC31$1.92K<0.01%013F-HRTimeline
UMB Bank, n.a.30$1.86K<0.01%-1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HM PAYSON & CO29$1.8K<0.01%013F-HRTimeline
TD Capital Management LLC29$1.78K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.26$1.61K<0.01%-2313F-HRTimelineGroup
HFM Investment Advisors, LLC24$1.49K<0.01%+1613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp23$1.43K<0.01%-1813F-HRTimelineGroup
FIRST HORIZON CORP23$1.43K<0.01%-16913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20$1.24K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC20$1.24K<0.01%-1213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…18$1.12K<0.01%-4013F-HRTimeline
Cornerstone Financial Management LLC18$1.12K<0.01%-713F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.17$1.05K<0.01%-1113F-HRTimeline
AdvisorNet Financial, Inc17$1.05K<0.01%-1713F-HRTimeline
IFG Advisory, LLC17$1.05K<0.01%new13F-HRTimeline
SHP Wealth Management16$993<0.01%+1113F-HRTimeline
Manchester Capital Management LLC15$931<0.01%013F-HRTimeline
SBI Securities Co., Ltd.13$807<0.01%013F-HRTimeline
American Capital Advisory, LLC13$807<0.01%+713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10$621<0.01%-2013F-HR/ATimeline
FINANCIAL CONSULATE, INC8$497<0.01%new13F-HRTimeline
Breakwater Investment Management7$435<0.01%013F-HRTimeline
Triumph Capital Management7$434<0.01%-513F-HRTimeline
Hughes Financial Services, LLC7$434<0.01%-813F-HRTimeline
DecisionPoint Financial, LLC6$384<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC6$372<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC5$320<0.01%-19113F-HRTimeline
Seneschal Advisors, LLC5$311<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC5$310<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC4$248<0.01%013F-HRTimeline
Quaker Wealth Management, LLC3$187<0.01%-613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3$186<0.01%+113F-HRTimeline
Leo H. Evart, Inc.2$134<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC3$131<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$125<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2$125<0.01%13F-HRTimeline
Planning Strategies Inc.2$124<0.01%13F-HRTimeline
Cordant, Inc.2$105<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$63<0.01%013F-HRTimeline
Activest Wealth Management1$62<0.01%-2013F-HRTimeline
Darwin Wealth Management, LLC0$4<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Navigoe, LLC6$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.