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Disclosery

SSNC SS&C TECH HLDGS

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Stock (common), issuer CIK 1402436

701 managers (722 13F filers) reported a position in SSNC shares at 2026-03-31, 200,574,724 shares in all. 89 filers opened a position and 131 filers sold out during the quarter.

Managers
701
13F filers
722
New
89
Added
286
Reduced
258
Sold out
131
Shares held by filers
200,574,724

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP155$10.5K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.147$9.93K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC145$9.8K<0.01%+513F-HRTimeline
First Pacific Financial144$9.73K<0.01%+4013F-HRTimeline
West Branch Capital LLC142$9.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.135$9.12K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC129$8.72K<0.01%-9013F-HRTimeline
Global Trust Asset Management, LLC128$8.65K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.125$8.45K<0.01%+1413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV121$8K<0.01%+4913F-HR/ATimeline
Park Place Capital Corp115$7.77K<0.01%-913F-HRTimeline
Private Wealth Management Group, LLC108$7.3K<0.01%+4013F-HRTimeline
Basepoint Wealth LLC107$7.25K<0.01%+113F-HRTimeline
JPL Wealth Management, LLC107$7.23K<0.01%new13F-HR/ATimeline
Aventura Private Wealth, LLC100$6.76K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC99$6.69K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.98$6.62K<0.01%-14113F-HRTimeline
Crewe Advisors LLC98$6.62K<0.01%+613F-HRTimeline
Key Financial Inc96$6.49K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC96$6.49K<0.01%-13713F-HRTimeline
DAGCO, INC.93$6.28K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc92$6.22K<0.01%-2013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management87$5.88K<0.01%-78213F-HRTimelineGroup
Red Tortoise LLC87$5.88K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC83$5.61K<0.01%new13F-HRTimeline
Benson Wealth Management INC76$5.13K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…78$5K<0.01%013F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC73$4.93K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC69$4.66K<0.01%+2413F-HRTimeline
Signature Equity Partners, LLC66$4.46K<0.01%+813F-HRTimeline
MATHER GROUP, LLC.64$4.32K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC63$4.26K<0.01%+5613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO60$4.05K<0.01%-6613F-HRTimelineGroup
Bruce G. Allen Investments, LLC59$3.99K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58$3.92K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors58$3.92K<0.01%-10813F-HRTimelineGroup
SJS Investment Consulting Inc.57$3.85K<0.01%+1513F-HRTimeline
Sachetta, LLC57$3.85K<0.01%+4113F-HRTimeline
Bogart Wealth, LLC57$3.85K<0.01%+313F-HRTimeline
Keating Financial Advisory Services, In…51$3.45K<0.01%-9313F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.49$3.31K<0.01%-10513F-HRTimelineGroup
Coston, McIsaac & Partners54$3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC43$2.98K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC42$2.84K<0.01%+213F-HRTimeline
UMB Bank, n.a.42$2.84K<0.01%-32613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SouthState Bank Corpin group SouthState Bank Corp41$2.77K<0.01%+1413F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.41$2.77K<0.01%+113F-HRTimeline
Intentional Wealth Strategies, LLC41$2.77K<0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT40$2.7K<0.01%new13F-HRTimeline
Cromwell Holdings LLC40$2.7K<0.01%+1113F-HRTimeline
Physician Wealth Advisors, Inc.39$2.64K<0.01%+3713F-HRTimeline
LANARK FINANCIAL, INC.36$2.43K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc34$2.3K<0.01%-2013F-HRTimeline
United Financial Planning Group LLC34$2.3K<0.01%-6813F-HRTimeline
Marquette Asset Management, LLC32$2.16K<0.01%new13F-HRTimeline
Kilter Group LLC32$2.16K<0.01%+813F-HRTimeline
Principia Wealth Advisory, LLC32$2.16K<0.01%+2713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31$2.1K<0.01%-813F-HRTimeline
Sunrise Financial Services, LLC31$2.1K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.30$2.03K<0.01%+2013F-HRTimeline
Avion Wealth40$2K<0.01%+1713F-HRTimeline
HM PAYSON & CO29$1.96K<0.01%013F-HRTimeline
TD Capital Management LLC29$1.93K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.28$1.89K<0.01%new13F-HRTimeline
Abound Wealth Management27$1.82K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC26$1.76K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC25$1.69K<0.01%+813F-HR/ATimeline
CoreCap Advisors, LLC22$1.49K<0.01%013F-HRTimeline
Activest Wealth Management21$1.42K<0.01%+2013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20$1.35K<0.01%new13F-HRTimeline
Aspect Partners, LLC19$1.28K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.16$1.08K<0.01%-1813F-HRTimeline
Manchester Capital Management LLC15$1.01K<0.01%013F-HRTimeline
Hughes Financial Services, LLC15$1.01K<0.01%-713F-HRTimeline
SBI Securities Co., Ltd.13$878<0.01%+113F-HRTimeline
Triumph Capital Management12$811<0.01%-413F-HRTimeline
Vermillion Wealth Management, Inc.12$811<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC9$609<0.01%-113F-HRTimeline
Retirement Wealth Solutions LLC8$541<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC8$541<0.01%-513F-HRTimeline
TopTier Wealth Management, LLC8$541<0.01%new13F-HRTimeline
North Star Investment Management Corp.7$473<0.01%+113F-HRTimeline
Bare Financial Services, Inc7$473<0.01%-5613F-HRTimeline
Breakwater Investment Management7$473<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…7$473<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC6$406<0.01%-313F-HRTimeline
CURIO WEALTH, LLC6$405<0.01%new13F-HRTimeline
Westside Investment Management, Inc.5$338<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC5$338<0.01%013F-HRTimeline
SHP Wealth Management5$338<0.01%new13F-HRTimeline
Seneschal Advisors, LLC5$338<0.01%-113F-HRTimeline
Cassaday & Co Wealth Management LLC4$271<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC4$270<0.01%013F-HRTimeline
Leo H. Evart, Inc.2$146<0.01%13F-HR/ATimeline
VISION FINANCIAL MARKETS LLC3$138<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$136<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$135<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1$68<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$68<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1$00%-1,47413F-HRTimelineGroupValue 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.