SSNC — SS&C Tech Hldgs Institutional Holders · Q3 2026

Name: Who Owns SSNC? 26 Institutions Hold $56M (Q3 2026)
Creator: ko.io

Who owns SS&C Tech Hldgs (SSNC)? 26 institutions reported holding $56.04M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valley Wealth Managers, Inc. ($20.0M), Schaper Benz & Wise Investment Counsel Inc ($16.7M), Reinhart Partners, Llc. ($5.4M).

Rank	Institution	Value	Shares	Change
1	VALLEY WEALTH MANAGERS, INC.	$20.0M	259,292	Added
2	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$16.7M	216,658	Added
3	REINHART PARTNERS, LLC.	$5.4M	70,082	Trimmed
4	Kennon-Green & Company, LLC	$5.3M	68,507	Trimmed
5	Mn Services Vermogensbeheer B.V.	$4.7M	61,500	Hold
6	Davis Capital Management	$1.2M	15,149	Trimmed
7	Legacy Wealth Asset Management, LLC	$635,750	8,249	Trimmed
8	GAMMA Investing LLC	$500,647	6,496	Added
9	DIVERSIFIED MANAGEMENT INC	$260,497	3,380	New
10	Wedmont Private Capital	$258,645	3,207	New
11	Farther Finance Advisors, LLC	$252,409	3,275	Added
12	Byrne Asset Management LLC	$251,243	3,203	Trimmed
13	Versant Capital Management, Inc	$201,923	2,620	Trimmed
14	Trust Co	$158,809	2,061	Trimmed
15	CX Institutional	$61,000	789	Added
16	ELEVATION WEALTH PARTNERS, LLC	$57,726	749	Added
17	CoreCap Advisors, LLC	$25,125	326	Added
18	Wealth Enhancement Trust Services, Inc.	$25,048	325	Trimmed
19	GoalVest Advisory LLC	$18,111	235	Added
20	ATWOOD & PALMER INC	$15,954	207	Hold
21	MassMutual Private Wealth & Trust, FSB	$15,414	200	Trimmed
22	EASTERN BANK	$13,873	180	New
23	Marquette Asset Management, LLC	$9,403	122	Hold
24	GILPIN WEALTH MANAGEMENT, LLC	$2,698	35	New
25	TOTH FINANCIAL ADVISORY CORP	$1,234	16	New

Source: SEC Form 13F filings · as of 2026-09-30