SS&C Technologies Holdings Inc (SSNC) — Institutional Holders, Q2 2026 (page 6)
730 institutional investment managers reported a SSNC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SSNC 13F holders ranked 501–600 of 730
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Compound Planning#501 · 4,949 sh | 4,949 | $307.1K | <0.01% | +4.9% |
| 502 | Johnson Financial Group#502 · 4,838 sh | 4,838 | $300.2K | 0.02% | +28.1% |
| 503 | SGL Investment Advisors#503 · 3,670 sh | 3,670 | $292.8K | 0.10% | -7.0% |
| 504 | Ascent Group#504 · 4,655 sh | 4,655 | $288.9K | <0.01% | +24.2% |
| 505 | Lido Advisors#505 · 4,622 sh | 4,622 | $286.8K | <0.01% | New |
| 506 | Trust Co#506 · 4,619 sh | 4,619 | $286.6K | — | New |
| 507 | Havemeyer Place#507 · 4,572 sh | 4,572 | $283.7K | 0.03% | -63.0% |
| 508 | YOUSIF CAPITAL MANAGEMENT#508 · 4,512 sh | 4,512 | $280.0K | — | -2.2% |
| 509 | OSTRUM ASSET MANAGEMENT#509 · 4,443 sh | 4,443 | $275.7K | 0.01% | 0.0% |
| 510 | Evercore Wealth Management#510 · 4,410 sh | 4,410 | $273.6K | <0.01% | 0.0% |
| 511 | HighTower Advisors#511 · 4,397 sh | 4,397 | $272.9K | <0.01% | +10.3% |
| 512 | Dynamic Advisor Solutions#512 · 4,355 sh | 4,355 | $270.2K | — | -12.8% |
| 513 | OF VERMONT#513 · 4,303 sh | 4,303 | $267.0K | — | — |
| 514 | Aaron Wealth Advisors#514 · 4,278 sh | 4,278 | $265.4K | — | -4.1% |
| 515 | PFG Investments#515 · 4,276 sh | 4,276 | $265.3K | 0.01% | New |
| 516 | DRW Securities#516 · 4,179 sh | 4,179 | $259.3K | <0.01% | -68.3% |
| 517 | Integrated Investment Consultants#517 · 4,085 sh | 4,085 | $253.5K | 0.05% | -34.0% |
| 518 | MQS Management#518 · 4,084 sh | 4,084 | $253.4K | 0.31% | -25.8% |
| 519 | Apollon Wealth Management#519 · 4,004 sh | 4,004 | $248.4K | — | New |
| 520 | Motley Fool Asset Management#520 · 3,998 sh | 3,998 | $248.1K | <0.01% | -0.9% |
| 521 | CITIZENS FINANCIAL GROUP#521 · 3,990 sh | 3,990 | $247.6K | — | New |
| 522 | Ironwood Investment Counsel#522 · 3,938 sh | 3,938 | $244.4K | 0.03% | 0.0% |
| 523 | Dai-ichi Life Insurance Company, Ltd#523 · 3,802 sh | 3,802 | $235.9K | <0.01% | +25.4% |
| 524 | NICOLET BANKSHARES#524 · 3,788 sh | 3,788 | $235.0K | <0.01% | 0.0% |
| 525 | UNITED CAPITAL FINANCIAL ADVISORS#525 · 3,719 sh | 3,719 | $230.7K | <0.01% | -38.2% |
| 526 | Vise Technologies#526 · 3,710 sh | 3,710 | $230.2K | <0.01% | +27.5% |
| 527 | OLD NATIONAL BANCORP#527 · 3,704 sh | 3,704 | $229.8K | — | New |
| 528 | LightSquare Wealth Management#528 · 3,685 sh | 3,685 | $228.7K | 0.16% | New |
| 529 | SYM FINANCIAL#529 · 3,656 sh | 3,656 | $226.9K | — | New |
| 530 | nVerses Capital#530 · 3,649 sh | 3,649 | $226.4K | 0.35% | New |
| 531 | Proficio Capital Partners#531 · 3,643 sh | 3,643 | $226.0K | <0.01% | New |
| 532 | CenterBook Partners#532 · 3,605 sh | 3,605 | $223.7K | 0.01% | New |
| 533 | Claret Asset Management#533 · 3,585 sh | 3,585 | $222.0K | 0.02% | New |
| 534 | AlphaGrep UK Ltd#534 · 3,563 sh | 3,563 | $221.1K | 0.07% | -33.9% |
| 535 | ASSETMARK#535 · 3,542 sh | 3,542 | $219.8K | — | -88.4% |
| 536 | Alhambra Investment Partners#536 · 3,527 sh | 3,527 | $218.8K | — | -38.7% |
| 537 | TCW GROUP#537 · 3,526 sh | 3,526 | $218.8K | <0.01% | -1.0% |
| 538 | Indivisible Partners#538 · 3,512 sh | 3,512 | $217.9K | — | +15.0% |
| 539 | MIRABELLA FINANCIAL SERVICES LLP#539 · 3,503 sh | 3,503 | $217.4K | 0.02% | -32.0% |
| 540 | Y-Intercept (Hong Kong) Ltd#540 · 3,487 sh | 3,487 | $216.4K | — | -90.0% |
| 541 | MGO ONE SEVEN#541 · 3,461 sh | 3,461 | $214.8K | <0.01% | -12.1% |
| 542 | HANCOCK WHITNEY#542 · 3,440 sh | 3,440 | $213.5K | <0.01% | +0.1% |
| 543 | KHAZANAH NASIONAL BERHAD#543 · 3,428 sh | 3,428 | $212.7K | 0.01% | New |
| 544 | TCG Advisory Services#544 · 3,422 sh | 3,422 | $212.3K | <0.01% | New |
| 545 | MetLife Investment Management#545 · 3,385 sh | 3,385 | $210.0K | <0.01% | -1.3% |
| 546 | Alpine Global Management#546 · 3,375 sh | 3,375 | $209.4K | 0.03% | New |
| 547 | JACKSON THORNTON WEALTH MANAGEMENT#547 · 3,375 sh | 3,375 | $209.4K | 0.02% | New |
| 548 | SYON CAPITAL#548 · 3,369 sh | 3,369 | $209.0K | <0.01% | New |
| 549 | Cambridge Investment Research Advisors#549 · 3,367 sh | 3,367 | $209.0K | <0.01% | -20.4% |
| 550 | New World Advisors#550 · 3,345 sh | 3,345 | $207.6K | 0.04% | New |
| 551 | Byrne Asset Management#551 · 3,328 sh | 3,328 | $206.5K | — | -62.0% |
| 552 | SIGNATUREFD#552 · 3,266 sh | 3,266 | $202.7K | — | -7.2% |
| 553 | Ironsides Asset Advisors#553 · 3,246 sh | 3,246 | $201.4K | — | New |
| 554 | Transamerica Financial Advisors#554 · 3,238 sh | 3,238 | $200.9K | 0.02% | +10.9% |
| 555 | Meixler Investment Management, Ltd.#555 · 3,233 sh | 3,233 | $200.6K | 0.11% | -6.7% |
| 556 | TD PRIVATE CLIENT WEALTH#556 · 3,230 sh | 3,230 | $200.4K | <0.01% | -75.8% |
| 557 | IFP Advisors#557 · 3,142 sh | 3,142 | $195.0K | — | +92.3% |
| 558 | Siemens Fonds Invest GmbH#558 · 3,047 sh | 3,047 | $189.1K | <0.01% | 0.0% |
| 559 | Versant Capital Management#559 · 2,953 sh | 2,953 | $183.2K | — | +56.5% |
| 560 | BESSEMER GROUP#560 · 2,879 sh | 2,879 | $179.0K | <0.01% | +1.0% |
| 561 | Copeland Capital Management#561 · 2,816 sh | 2,816 | $174.7K | — | -20.5% |
| 562 | Farther Finance Advisors#562 · 2,741 sh | 2,741 | $170.3K | — | -4.5% |
| 563 | 1620 INVESTMENT ADVISORS#563 · 2,446 sh | 2,446 | $151.8K | 0.09% | -0.9% |
| 564 | Index Technologies Group#564 · 2,378 sh | 2,378 | $147.6K | 0.12% | New |
| 565 | Ronald Blue#565 · 2,128 sh | 2,128 | $132.1K | — | +51.5% |
| 566 | FIL Ltd#566 · 2,017 sh | 2,017 | $125.2K | <0.01% | +54.2% |
| 567 | Smartleaf Asset Management#567 · 1,959 sh | 1,959 | $123.3K | <0.01% | 0.0% |
| 568 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#568 · 1,769 sh | 1,769 | $109.8K | <0.01% | -26.2% |
| 569 | Essential Partners#569 · 1,699 sh | 1,699 | $105.4K | — | +86.1% |
| 570 | Larson Financial Group#570 · 1,524 sh | 1,524 | $94.6K | <0.01% | +69.0% |
| 571 | LOS ANGELES CAPITAL MANAGEMENT#571 · 1,410 sh | 1,410 | $87.5K | <0.01% | -95.3% |
| 572 | COHEN & STEERS#572 · 1,400 sh | 1,400 | $87.0K | <0.01% | 0.0% |
| 573 | MOTCO#573 · 1,355 sh | 1,355 | $84.1K | <0.01% | 0.0% |
| 574 | Anchor Investment Management#574 · 1,198 sh | 1,198 | $74.3K | <0.01% | 0.0% |
| 575 | Murphy & Mullick Capital Management#575 · 1,198 sh | 1,198 | $74.3K | 0.05% | 0.0% |
| 576 | Tower Research Capital (TRC)#576 · 1,182 sh | 1,182 | $73.3K | <0.01% | -92.3% |
| 577 | Capital Analysts#577 · 1,170 sh | 1,170 | $72.0K | <0.01% | -44.1% |
| 578 | HUNTINGTON NATIONAL BANK#578 · 1,160 sh | 1,160 | $72.0K | <0.01% | +56.8% |
| 579 | Winthrop Capital Management#579 · 994 sh | 994 | $62.0K | 0.01% | +88.6% |
| 580 | Parkside Financial Bank#580 · 984 sh | 984 | $61.1K | <0.01% | +30.5% |
| 581 | Covestor Ltd#581 · 986 sh | 986 | $61.0K | 0.04% | +79.9% |
| 582 | Global Retirement Partners#582 · 922 sh | 922 | $57.2K | <0.01% | — |
| 583 | Rialto Wealth Management#583 · 920 sh | 920 | $57.1K | 0.01% | +6.0% |
| 584 | True Wealth Design#584 · 887 sh | 887 | $55.0K | — | +51.4% |
| 585 | Fortis Group Advisors#585 · 870 sh | 870 | $54.0K | <0.01% | 0.0% |
| 586 | Global X Japan , Ltd.#586 · 852 sh | 852 | $52.9K | — | +7.3% |
| 587 | Medallion Wealth Advisors#587 · 848 sh | 848 | $52.6K | 0.02% | -45.8% |
| 588 | Wealth Enhancement Services#588 · 789 sh | 789 | $49.0K | — | +10.0% |
| 589 | WESTPAC BANKING#589 · 738 sh | 738 | $45.8K | <0.01% | 0.0% |
| 590 | Johnson Financial Group#590 · 700 sh | 700 | $43.4K | <0.01% | 0.0% |
| 591 | Financial Perspectives#591 · 670 sh | 670 | $41.6K | 0.01% | 0.0% |
| 592 | Deseret Mutual Benefit Administrators#592 · 549 sh | 549 | $34.1K | 0.01% | 0.0% |
| 593 | BELLEVUE ASSET MANAGEMENT#593 · 541 sh | 541 | $33.6K | 0.02% | 0.0% |
| 594 | Quarry#594 · 541 sh | 541 | $33.6K | <0.01% | -85.4% |
| 595 | Raiffeisen Bank International AG#595 · 528 sh | 528 | $33.2K | <0.01% | -95.4% |
| 596 | Financial Avengers#596 · 534 sh | 534 | $33.1K | 0.01% | New |
| 597 | Ameritas Advisory Services#597 · 502 sh | 502 | $31.1K | <0.01% | New |
| 598 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#598 · 500 sh | 500 | $31.0K | <0.01% | 0.0% |
| 599 | CENTRAL#599 · 451 sh | 451 | $28.0K | <0.01% | -11.6% |
| 600 | Quent Capital#600 · 450 sh | 450 | $27.9K | <0.01% | +41.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.