Who owns SS&C Technologies Holdings (SSNC)
Which tracked institutional funds hold SSNC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SSNC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
152 tracked funds added or opened SSNC while 244 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SSNC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes SSNC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SSNC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 675 tracked filers holding SSNC, 368 increased or opened the position and 372 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SSNC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 37
- Jupiter Topco LLC$178M
- BALYASNY ASSET MANAGEMENT L.P.$57M
- Doma Perpetual Capital Management LLC$28M
- 12th Street Asset Management Company, LLC$21M
- Vinva Investment Management Ltd$19M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11M
Full exits 59
- JANUS HENDERSON GROUP PLC$569M
- KBC Group NV$129M
- Amundi$123M
- Junto Capital Management LP$69M
- THOMPSON SIEGEL & WALMSLEY LLC$63M
- Treasurer of the State of North Carolina$35M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$186M
- TWO SIGMA INVESTMENTS, LP$68M
- UBS Group AG$65M
- Walleye Capital LLC$55M
- BNP PARIBAS FINANCIAL MARKETS$51M
- Qube Research & Technologies Ltd$40M
Largest trims
- Cantillon Capital Management LLC$243M
- NORGES BANK$169M
- Diamond Hill Capital Management, LLC (Investment Advisor)$110M
- BANK OF AMERICA CORP /DE/$72M
- FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$71M
- JANE STREET GROUP, LLC$53M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 16,824,938 | $1.0B | 9.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 12,171,365 | $755M | 7.0% | 2026-Q2 |
| FMR LLC added | 12,049,021 | $748M | 7.0% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC added | 11,036,568 | $685M | 6.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 9,270,783 | $575M | 5.4% | 2026-Q2 |
| STATE STREET CORP added | 6,256,870 | $388M | 3.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 6,074,515 | $377M | 3.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 5,905,599 | $366M | 3.4% | 2026-Q2 |
| Swedbank AB added | 4,862,933 | $302M | 2.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 4,762,252 | $295M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,959,806 | $245M | 2.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,475,421 | $216M | 2.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 3,079,286 | $191M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,016,330 | $187M | 1.7% | 2026-Q2 |
| Jupiter Topco LLC new | 2,874,073 | $178M | 1.7% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P added | 2,415,716 | $150M | 1.4% | 2026-Q2 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 2,220,129 | $138M | 1.3% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 2,021,326 | $125M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,992,314 | $124M | 1.2% | 2026-Q2 |
| Boston Partners added | 1,870,002 | $116M | 1.1% | 2026-Q2 |
| ALKEON CAPITAL MANAGEMENT LLC | 1,764,916 | $110M | 1.0% | 2026-Q2 |
| UBS Group AG added | 1,701,144 | $106M | 1.0% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 1,464,214 | $91M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,438,609 | $89M | 0.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,438,532 | $89M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,437,390 | $89M | 0.8% | 2026-Q2 |
| Squarepoint Ops LLC added | 1,425,413 | $88M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,405,531 | $87M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,375,886 | $85M | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,353,836 | $84M | 0.8% | 2026-Q2 |
| Progeny 3, Inc. added | 1,332,900 | $83M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,306,940 | $81M | 0.8% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 1,250,235 | $78M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,249,519 | $78M | 0.7% | 2026-Q2 |
| TURTLE CREEK ASSET MANAGEMENT INC. added | 1,212,057 | $75M | 0.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,149,636 | $71M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,135,179 | $70M | 0.7% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,021,270 | $63M | 0.6% | 2026-Q2 |
| LAKEWOOD CAPITAL MANAGEMENT, LP added | 1,016,954 | $63M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 936,095 | $58M | 0.5% | 2026-Q2 |
| Walleye Capital LLC added | 933,976 | $58M | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 922,003 | $57M | 0.5% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 906,812 | $56M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 887,622 | $55M | 0.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 867,961 | $54M | 0.5% | 2026-Q2 |
| NORGES BANK trimmed | 864,420 | $54M | 0.5% | 2026-Q2 |
| Sunriver Management LLC added | 813,251 | $50M | 0.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 812,406 | $52M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 803,188 | $50M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 794,024 | $49M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 759,521 | $47M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 681,526 | $42M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 669,178 | $42M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 651,643 | $40M | 0.4% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 648,613 | $40M | 0.4% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC added | 612,073 | $38M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 596,100 | $37M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 595,278 | $37M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 573,629 | $36M | 0.3% | 2026-Q2 |
| Heron Bay Capital Management trimmed | 573,402 | $36M | 0.3% | 2026-Q2 |
| Hudson Way Capital Management LLC trimmed | 566,770 | $35M | 0.3% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 560,789 | $35M | 0.3% | 2026-Q2 |
| DANSKE BANK A/S added | 541,113 | $34M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 532,533 | $34M | 0.3% | 2026-Q2 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 523,097 | $32M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 509,965 | $32M | 0.3% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 503,614 | $31M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 480,441 | $30M | 0.3% | 2026-Q2 |
| GMT Capital Corp trimmed | 478,020 | $30M | 0.3% | 2026-Q2 |
| COMMERCE BANK trimmed | 465,048 | $29M | 0.3% | 2026-Q2 |
| ZWJ INVESTMENT COUNSEL INC added | 464,215 | $29M | 0.3% | 2026-Q2 |
| Doma Perpetual Capital Management LLC new | 448,816 | $28M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 448,168 | $28M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 440,444 | $27M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 433,638 | $27M | 0.3% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) trimmed | 431,175 | $27M | 0.2% | 2026-Q2 |
| Callodine Capital Management, LP trimmed | 413,751 | $26M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 413,143 | $26M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 411,479 | $26M | 0.2% | 2026-Q2 |
| SEB Asset Management AB trimmed | 371,717 | $23M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 371,227 | $23M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 364,011 | $23M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 360,391 | $22M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 351,045 | $22M | 0.2% | 2026-Q2 |
| Danica Pension, Livsforsikringsaktieselskab added | 341,786 | $21M | 0.2% | 2026-Q2 |
| 12th Street Asset Management Company, LLC new | 335,218 | $21M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 335,032 | $21M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 333,903 | $21M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 332,771 | $21M | 0.2% | 2026-Q2 |
| APG Asset Management N.V. added | 318,934 | $17M | 0.2% | 2026-Q2 |
| Vinva Investment Management Ltd added | 306,004 | $19M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 296,916 | $18M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 295,478 | $18M | 0.2% | 2026-Q2 |
| Distillate Capital Partners LLC added | 294,071 | $18M | 0.2% | 2026-Q2 |
| Man Group plc added | 287,874 | $18M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 271,348 | $17M | 0.2% | 2026-Q2 |
| Capital Investment Services of America, Inc. trimmed | 267,850 | $17M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 262,842 | $16M | 0.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 257,972 | $16M | 0.1% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. added | 254,011 | $16M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.