# SS&C TECH HLDGS (SSNC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SSNC/

- Reporting holders: 24
- Reported value: $51.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $20.0M | 259,292 | 1.1% | 31 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $16.7M | 216,658 | 1.1% | 32 |
| [REINHART PARTNERS, LLC.](https://holderbook.com/funds/1080298-reinhart-partners-llc/) | $5.4M | 70,082 | 0.1% | 18 |
| [Kennon-Green & Company, LLC](https://holderbook.com/funds/1963352-kennon-green-company-llc/) | $5.3M | 68,507 | 4.0% | 16 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $1.2M | 15,149 | 0.7% | 9 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $635.8K | 8,249 | 0.1% | 18 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $500.6K | 6,496 | 0.0% | 12 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $260.5K | 3,380 | 0.0% | 1 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $258.6K | 3,207 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $252.4K | 3,275 | 0.0% | 16 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $251.2K | 3,203 | 0.1% | 20 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $201.9K | 2,620 | 0.0% | 12 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $158.8K | 2,061 | 0.0% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $57.7K | 749 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $25.1K | 326 | 0.0% | 10 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $25.0K | 325 | 0.0% | 4 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $18.1K | 235 | 0.0% | 2 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $16.0K | 207 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $15.4K | 200 | 0.0% | 13 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $13.9K | 180 | 0.0% | 1 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $9.4K | 122 | 0.0% | 3 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $4.7K | 61,500 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $2.7K | 35 | 0.0% | 1 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $1.2K | 16 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $539 | 7 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 24 | $51.2M |
| Q2 2026 | 730 | $13.5B |
| Q1 2026 | 718 | $13.6B |
| Q4 2025 | 760 | $18.2B |
| Q3 2025 | 724 | $18.1B |
| Q2 2025 | 695 | $17.2B |
| Q1 2025 | 723 | $17.2B |
| Q4 2024 | 653 | $15.9B |
| Q3 2024 | 663 | $15.3B |
| Q2 2024 | 576 | $12.8B |
| Q1 2024 | 573 | $13.4B |
| Q4 2023 | 561 | $12.7B |