SSNC · Company research
SS&C Technologies Inc (SSNC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4512 | 279970 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3990 | 247562 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19596 | 1247474 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 214 | 13279 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 986 | 61 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134010 | 8315321 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1180170 | 73230 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DELPHI MANAGEMENT INC /MA/ | 767684 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16050 | 996 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 898358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26740 | 1659217 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Byrne Asset Management LLC | 1911322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3328 | 206502 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MOTCO | 1306333 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1355 | 84078 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Havemeyer Place LP | 2026128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4572 | 283693 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Progeny 3, Inc. | 1536006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1332900 | 82706445 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10208 | 633347 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93 | 6 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Saudi Central Bank | 1918181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14792 | 917844 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209 | 12968 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279 | 17 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1044797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 523097 | 32458169 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LYRICAL ASSET MANAGEMENT LP | 1542302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2220129 | 137759004 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GREAT LAKES ADVISORS, LLC | 1078013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199053 | 12351238 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11155 | 692162 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 262842 | 16309298 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14634 | 908 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120572 | 7481493 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Financial Avengers, Inc. | 1844393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 534 | 33135 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3788 | 235045 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Catalyst Funds Management Pty Ltd | 1896150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24709 | 1533193 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500362 | 31047462 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Livforsakringsbolaget Skandia, Omsesidigt | 1547926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66700 | 4138735 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Wealth Enhancement Trust Services, Inc. | 2067696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 475 | 41525 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| J.Safra Asset Management Corp | 1535293 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6971 | 432551 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Kepler Cheuvreux (Suisse) SA | 2096459 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25357 | 1573401 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| QUADRANT CAPITAL GROUP LLC | 1650717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5040 | 312732 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185954 | 11538446 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77161 | 4787840 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEIZERT CAPITAL PARTNERS, LLC | 1134283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 648613 | 40246437 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 1427 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Plato Investment Management Ltd | 1984475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9248 | 570490 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| IMA Advisory Services, Inc. | 1455495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 1986 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 1033974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 212688 | 13197299 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Kennon-Green & Company, LLC | 1963352 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70167 | 4353862 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Jackson Creek Investment Advisors LLC | 1831003 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4962 | 382 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1217541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 431175 | 26754409 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7885 | 489264 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MOODY LYNN LIEBERSON & WALKER, LLC | 938592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8823 | 547467 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Moran Wealth Management, LLC | 1965334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197278 | 12241100 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142173 | 8821835 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ilmarinen Mutual Pension Insurance Co | 1661580 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35000 | 2172 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 226000 | 14023 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5316 | 329858 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Trust & Banking Corp | 1462160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90587 | 5620923 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ironwood Investment Counsel, LLC | 1330463 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3938 | 244413 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21131 | 1311179 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Coston, McIsaac & Partners | 1945037 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 3 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19490 | 1209355 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 371227 | 23034635 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2057170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175862 | 10912241 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| NORTH STAR ASSET MANAGEMENT INC | 1056559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 612023 | 37976013 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Benson Wealth Management INC | 2109863 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76 | 4716 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| William B. Walkup & Associates, Inc. | 2034054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 2358 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| GREENLEAF TRUST | 1162170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22838 | 1417098 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 480441 | 29811364 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3230 | 200422 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| NORRIS PERNE & FRENCH LLP/MI | 1092290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76881 | 4770466 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CARRET ASSET MANAGEMENT, LLC | 791490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9980 | 619259 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Quinn Opportunity Partners LLC | 1633275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143222 | 8886925 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103801 | 6440834 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dynamic Technology Lab Private Ltd | 1535387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10814 | 671000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 807 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| DEAN INVESTMENT ASSOCIATES, LLC | 846797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69637 | 4320976 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 298 | 18491 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35173 | 2182485 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6240 | 387192 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| GENEVA CAPITAL MANAGEMENT LLC | 1009232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48068 | 2982589 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Oslo Pensjonsforsikring AS | 1828808 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5942 | 368701 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Dean Capital Management | 1455468 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34562 | 2144572 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UniSuper Management Pty Ltd | 1989400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60629 | 3762029 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49386 | 3064401 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BRADLEY FOSTER & SARGENT INC/CT | 1015086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172901 | 10728530 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.
