SS&C TECH HLDGS (SSNC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
680
Reporting holders
$11.9B
Reported value
81.9%
Of shares outstanding
0.1%
Held as options
+8
Holder change
Institutions report 192,277,586 shares against 234,654,996 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 16,824,938 | 0.02% | 8q | -16.7%-$209.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $755.2M | 12,171,365 | 0.03% | 2q | +10.9%+$74.3M |
| FMR LLC | $747.6M | 12,049,021 | 0.03% | 31q | +9.3%+$63.7M |
| PZENA INVESTMENT MANAGEMENT LLC | $684.8M | 11,036,568 | 2.01% | 21q | +13.8%+$83.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $575.3M | 9,270,783 | 0.01% | 2q | HELD |
| STATE STREET CORP | $388.2M | 6,256,870 | 0.01% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $376.9M | 6,074,515 | 0.13% | 31q | +114.0%+$200.8M |
| CITADEL ADVISORS LLC | $368.8M | 5,905,599 | 0.04% | 31q | +5.9%+$20.6M |
| Swedbank AB | $301.7M | 4,862,933 | 0.26% | 21q | +12.9%+$34.4M |
| BANK OF MONTREAL /CAN/ | $295.5M | 4,762,252 | 0.10% | 31q | -4.9%-$15.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $245.0M | 3,959,806 | 0.01% | 31q | -1.0%-$2.6M |
| Qube Research & Technologies Ltd | $191.1M | 3,079,286 | 0.18% | 25q | +37.9%+$52.5M |
| DIMENSIONAL FUND ADVISORS LP | $187.2M | 3,016,330 | 0.03% | 31q | -3.2%-$6.2M |
| Jupiter Topco LLC | $178.3M | 2,874,073 | 0.07% | new | FIRST |
| SNYDER CAPITAL MANAGEMENT L P | $149.9M | 2,415,716 | 2.59% | 15q | +6.3%+$8.9M |
| LYRICAL ASSET MANAGEMENT LP | $137.8M | 2,220,129 | 1.75% | 3q | -4.2%-$6.0M |
| Robeco Institutional Asset Management B.V. | $125.4M | 2,021,326 | 0.15% | 37q | HELD |
| GOLDMAN SACHS GROUP INC | $123.6M | 1,992,314 | 0.01% | 31q | +23.7%+$23.7M |
| Boston Partners | $116.1M | 1,870,002 | 0.10% | 25q | +8.6%+$9.2M |
| ALKEON CAPITAL MANAGEMENT LLC | $109.5M | 1,764,916 | 0.15% | 31q | HELD |
| UBS Group AG | $106.6M | 1,701,144 | 0.01% | 31q | +182.6%+$68.9M |
| Amundi | $105.8M | 1,705,438 | 0.03% | 21q | -6.1%-$6.9M |
| BRANDES INVESTMENT PARTNERS, LP | $90.9M | 1,464,214 | 0.64% | 13q | +21.4%+$16.0M |
| MILLENNIUM MANAGEMENT LLC | $89.7M | 1,438,532 | 0.03% | 31q | +41.6%+$26.4M |
| TWO SIGMA INVESTMENTS, LP | $89.3M | 1,438,609 | 0.06% | 11q | +349.0%+$69.4M |
| BNP PARIBAS FINANCIAL MARKETS | $89.2M | 1,437,390 | 0.03% | 31q | +154.6%+$54.2M |
| Squarepoint Ops LLC | $88.4M | 1,425,413 | 0.10% | 5q | +94.2%+$42.9M |
| D. E. Shaw & Co., Inc. | $87.2M | 1,405,531 | 0.04% | 5q | +49.3%+$28.8M |
| NORTHERN TRUST CORP | $85.4M | 1,375,886 | 0.01% | 31q | HELD |
| MORGAN STANLEY | $84.0M | 1,353,836 | 0.00% | 35q | +4.9%+$3.9M |
| Progeny 3, Inc. | $82.7M | 1,332,900 | 4.27% | 11q | +5.9%+$4.6M |
| VANGUARD FIDUCIARY TRUST CO | $81.1M | 1,306,940 | 0.02% | 2q | +0.7%+$549.9K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $77.6M | 1,250,235 | 1.28% | 17q | +51.2%+$26.3M |
| FIRST TRUST ADVISORS LP | $77.5M | 1,249,519 | 0.05% | 31q | +37.7%+$21.2M |
| TURTLE CREEK ASSET MANAGEMENT INC. | $75.2M | 1,212,057 | 2.94% | 31q | +4.8%+$3.5M |
| Legal & General Group Plc | $71.3M | 1,149,636 | 0.01% | 31q | -6.1%-$4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $70.4M | 1,135,179 | 0.01% | 31q | -3.6%-$2.7M |
| Gotham Asset Management, LLC | $63.4M | 1,021,270 | 0.15% | 30q | +101.8%+$32.0M |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $63.1M | 1,016,954 | 3.25% | 9q | +7.4%+$4.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $58.1M | 936,095 | 0.01% | 31q | +0.5%+$305.7K |
| Sixth Street Partners Management Company, L.P. | $58.1M | 936,095 | 0.01% | new | NEW |
| Walleye Capital LLC | $58.0M | 933,976 | 0.21% | 3q | +2290.5%+$55.6M |
| Balyasny Asset Management L.P. | $57.2M | 922,003 | 0.07% | new | NEW |
| Caisse de depot et placement du Quebec | $56.3M | 906,812 | 0.08% | 7q | +269.9%+$41.1M |
| JANE STREET GROUP, LLC | $55.5M | 887,622 | 0.00% | 30q | -44.7%-$44.9M |
| VICTORY CAPITAL MANAGEMENT INC | $53.9M | 867,961 | 0.03% | 31q | +23.9%+$10.4M |
| NORGES BANK | $53.6M | 864,420 | 0.01% | 32q | -68.9%-$118.7M |
| Allspring Global Investments Holdings, LLC | $51.9M | 812,406 | 0.08% | 5q | +65.0%+$20.5M |
| Sunriver Management LLC | $50.5M | 813,251 | 7.92% | 5q | +1.9%+$955.7K |
| DEUTSCHE BANK AG\ | $49.8M | 803,188 | 0.01% | 34q | -21.6%-$13.7M |
| Invesco Ltd. | $49.3M | 794,024 | 0.00% | 31q | +6.6%+$3.0M |
| Russell Investments Group, Ltd. | $47.2M | 759,521 | 0.04% | 31q | -0.7%-$332.2K |
| Quantinno Capital Management LP | $42.3M | 681,526 | 0.05% | 15q | +58.0%+$15.5M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $41.5M | 669,178 | 0.18% | 2q | +0.9%+$359.8K |
| BANK OF AMERICA CORP /DE/ | $40.4M | 651,643 | 0.00% | 31q | -61.0%-$63.3M |
| SEIZERT CAPITAL PARTNERS, LLC | $40.2M | 648,613 | 1.66% | 5q | +16.0%+$5.5M |
| NORTH STAR ASSET MANAGEMENT INC | $38.0M | 612,073 | 1.49% | 31q | HELD |
| Swiss National Bank | $37.0M | 596,100 | 0.02% | 31q | -7.5%-$3.0M |
| Bank of New York Mellon Corp | $36.9M | 595,278 | 0.01% | 31q | -9.1%-$3.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $36.8M | 509,965 | 0.00% | 31q | -2.0%-$744.4K |
| WELLS FARGO & COMPANY/MN | $35.6M | 573,629 | 0.01% | 31q | -54.3%-$42.4M |
| Heron Bay Capital Management | $35.6M | 573,402 | 3.22% | 16q | -7.9%-$3.1M |
| Hudson Way Capital Management LLC | $35.2M | 566,770 | 3.14% | 14q | -12.9%-$5.2M |
| BAMCO INC /NY/ | $34.8M | 560,789 | 0.05% | 31q | -2.0%-$723.6K |
| DANSKE BANK A/S | $33.6M | 541,113 | 0.07% | 10q | +9.5%+$2.9M |
| JPMORGAN CHASE & CO | $33.5M | 532,533 | 0.00% | 31q | +7.4%+$2.3M |
| NEW SOUTH CAPITAL MANAGEMENT INC | $32.5M | 523,097 | 1.42% | 25q | -7.0%-$2.4M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $31.2M | 503,614 | 0.16% | 29q | -66.7%-$62.6M |
| Sumitomo Mitsui Trust Group, Inc. | $29.8M | 480,441 | 0.02% | 31q | -1.6%-$478.5K |
| GMT Capital Corp | $29.7M | 478,020 | 1.55% | 25q | -32.2%-$14.1M |
| COMMERCE BANK | $28.9M | 465,048 | 0.13% | 9q | -29.4%-$12.0M |
| ZWJ INVESTMENT COUNSEL INC | $28.8M | 464,215 | 0.93% | 20q | +7.1%+$1.9M |
| Doma Perpetual Capital Management LLC | $27.8M | 448,816 | 6.46% | new | NEW |
| Point72 Asset Management, L.P. | $27.8M | 448,168 | 0.03% | 2q | +92.3%+$13.4M |
| CITIGROUP INC | $27.3M | 440,444 | 0.01% | 31q | +101.9%+$13.8M |
| Cresset Asset Management, LLC | $26.9M | 433,638 | 0.10% | 13q | +12.7%+$3.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $26.8M | 431,175 | 0.21% | 19q | -78.7%-$98.6M |
| Callodine Capital Management, LP | $25.7M | 413,751 | 1.68% | 12q | -7.9%-$2.2M |
| California Public Employees Retirement System | $25.6M | 413,143 | 0.01% | 31q | -17.7%-$5.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $25.5M | 411,479 | 0.02% | 2q | +9.0%+$2.1M |
| SEB Asset Management AB | $23.1M | 371,717 | 0.09% | 2q | -15.0%-$4.1M |
| TUDOR INVESTMENT CORP ET AL | $23.0M | 371,227 | 0.03% | 3q | -13.8%-$3.7M |
| HSBC HOLDINGS PLC | $22.5M | 364,011 | 0.01% | 31q | +30.4%+$5.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $21.8M | 351,045 | 0.04% | 31q | +90.4%+$10.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $21.3M | 342,883 | 0.01% | 23q | +172.6%+$13.5M |
| Danica Pension, Livsforsikringsaktieselskab | $21.2M | 341,786 | 0.34% | 7q | +70.9%+$8.8M |
| 12th Street Asset Management Company, LLC | $20.8M | 335,218 | 2.96% | new | NEW |
| Nuveen, LLC | $20.8M | 335,032 | 0.00% | 6q | +5.9%+$1.2M |
| BARCLAYS PLC | $20.7M | 333,903 | 0.00% | 31q | +37.8%+$5.7M |
| Schonfeld Strategic Advisors LLC | $20.6M | 332,771 | 0.07% | 22q | +47.5%+$6.6M |
| Vinva Investment Management Ltd | $19.3M | 306,004 | 0.13% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $18.4M | 296,916 | 0.00% | 7q | -21.8%-$5.1M |
| CAPITAL FUND MANAGEMENT S.A. | $18.3M | 295,478 | 0.08% | 3q | +348.7%+$14.2M |
| Distillate Capital Partners LLC | $18.2M | 294,071 | 0.95% | 13q | +53.9%+$6.4M |
| Man Group plc | $17.9M | 287,874 | 0.03% | 24q | +82.4%+$8.1M |
| APG Asset Management N.V. | $17.3M | 318,934 | 0.04% | 31q | +6.8%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $16.8M | 271,348 | 0.00% | 31q | -27.1%-$6.3M |
| Capital Investment Services of America, Inc. | $16.6M | 267,850 | 1.63% | 31q | -2.1%-$362.2K |
| RHUMBLINE ADVISERS | $16.3M | 262,842 | 0.01% | 31q | -5.5%-$956.1K |
| LOOMIS SAYLES & CO L P | $16.0M | 257,972 | 0.02% | 8q | -3.1%-$519.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G | FMR LLCwith 1 co-filers | 5.0% |
| 2026-07-31 | 13G | Vanguard Portfolio Management | 5.1% |
| 2026-07-30 | 13G | BlackRock, Inc. | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 680 | $11.9B | 192,277,586 | 91 | 258 | 238 | 0.1% |
| Q1 2026 | 672 | $13.0B | 191,792,121 | 85 | 248 | 235 | 0.5% |
| Q4 2025 | 708 | $17.5B | 199,447,524 | 76 | 237 | 219 | 0.3% |
| Q3 2025 | 670 | $17.4B | 195,418,210 | 82 | 211 | 214 | 0.4% |
| Q2 2025 | 636 | $16.5B | 198,079,951 | 61 | 233 | 214 | 0.4% |
| Q1 2025 | 659 | $16.5B | 196,522,076 | 108 | 241 | 179 | 0.6% |
| Q4 2024 | 591 | $15.3B | 200,576,479 | 50 | 202 | 196 | 0.4% |
| Q3 2024 | 599 | $14.7B | 197,280,753 | 99 | 209 | 169 | 0.6% |
| Q2 2024 | 516 | $12.3B | 195,254,805 | 52 | 195 | 169 | 0.3% |
| Q1 2024 | 517 | $12.8B | 197,713,596 | 55 | 194 | 162 | 0.5% |
| Q4 2023 | 496 | $12.1B | 196,473,846 | 59 | 148 | 187 | 0.5% |
| Q3 2023 | 459 | $10.3B | 194,987,225 | 51 | 160 | 141 | 0.3% |
| Q2 2023 | 445 | $11.8B | 193,227,959 | 43 | 145 | 170 | 0.5% |
| Q1 2023 | 443 | $11.4B | 200,548,638 | 62 | 159 | 148 | 0.4% |
| Q4 2022 | 405 | $9.6B | 184,758,479 | 54 | 141 | 145 | 0.5% |
| Q3 2022 | 533 | $11.0B | 228,300,420 | 38 | 219 | 182 | 0.8% |
| Q2 2022 | 558 | $12.5B | 215,050,888 | 63 | 219 | 193 | 0.2% |
| Q1 2022 | 563 | $16.1B | 214,308,504 | 72 | 220 | 174 | 0.1% |
| Q4 2021 | 542 | $17.5B | 213,189,229 | 59 | 200 | 163 | 0.4% |
| Q3 2021 | 504 | $14.6B | 209,467,834 | 49 | 184 | 163 | 0.6% |
| Q2 2021 | 483 | $15.3B | 211,240,663 | 43 | 188 | 152 | 0.4% |
| Q1 2021 | 486 | $14.8B | 210,625,244 | 56 | 189 | 150 | 0.7% |
| Q4 2020 | 489 | $15.5B | 211,240,177 | 60 | 147 | 171 | 0.3% |
| Q3 2020 | 446 | $12.8B | 209,674,219 | 49 | 142 | 176 | 1.0% |
| Q2 2020 | 457 | $12.2B | 214,717,502 | 74 | 142 | 173 | 0.9% |
| Q1 2020 | 429 | $9.3B | 211,238,300 | 58 | 165 | 155 | 0.5% |
| Q4 2019 | 449 | $12.9B | 209,189,606 | 62 | 131 | 162 | 0.3% |
| Q3 2019 | 415 | $11.1B | 212,774,578 | 58 | 155 | 133 | 0.8% |
| Q2 2019 | 456 | $12.2B | 210,852,116 | 79 | 178 | 130 | 0.3% |
| Q1 2019 | 434 | $13.5B | 210,986,081 | 98 | 156 | 125 | 0.2% |
| Q4 2018 | 378 | $9.7B | 215,541,863 | 8 | 9 | 7 | 0.1% |