Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SCSC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.8M | $200.1M | +4.4% | 18.904% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.7M | $89.3M | -2.9% | 8.434% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $85.5M | -1.2% | 8.073% | 0.02% |
| 4 | PZENA INVESTMENT MANAGEMENT LLC | 1.1M | $57.8M | +21.5% | 5.460% | 0.17% |
| 5 | WASATCH ADVISORS LP | 1.1M | $55.8M | -2.6% | 5.273% | 0.37% |
| 6 | STATE STREET CORP | 899K | $46.8M | +5.4% | 4.423% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 846K | $44.0M | -6.0% | 4.161% | 0.00% |
| 8 | AMERICAN CENTURY COMPANIES INC | 682K | $35.5M | +15.7% | 3.353% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 576K | $30.0M | +2.8% | 2.836% | 0.00% |
| 10 | JPMORGAN CHASE & CO | 506K | $25.9M | +10.8% | 2.490% | 0.00% |
| 11 | Invesco Ltd. | 415K | $21.6M | -6.0% | 2.044% | 0.00% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 410K | $21.4M | -14.6% | 2.018% | 0.00% |
| 13 | NOMURA HOLDINGS INC | 379K | $19.7M | — | 1.865% | 0.02% |
| 14 | JACOBS LEVY EQUITY MANAGEMENT, INC | 327K | $17.1M | -8.2% | 1.611% | 0.06% |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 251K | $13.1M | -8.5% | 1.236% | 0.04% |
| 16 | GOLDMAN SACHS GROUP INC | 240K | $12.5M | +9.5% | 1.183% | 0.00% |
| 17 | NORTHERN TRUST CORP | 234K | $12.2M | +4.4% | 1.149% | 0.00% |
| 18 | Nuveen, LLC | 232K | $12.1M | +2.1% | 1.142% | 0.00% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 221K | $11.5M | -21.2% | 1.088% | 0.20% |
| 20 | Dana Investment Advisors, Inc. | 220K | $11.5M | -1.6% | 1.082% | 0.30% |
| 21 | MORGAN STANLEY | 206K | $10.7M | -3.0% | 1.014% | 0.00% |
| 22 | AMERIPRISE FINANCIAL INC | 182K | $9.5M | -11.7% | 0.894% | 0.00% |
| 23 | FMR LLC | 167K | $8.7M | +63.1% | 0.819% | 0.00% |
| 24 | TEACHER RETIREMENT SYSTEM OF TEXAS | 155K | $8.1M | -17.2% | 0.763% | 0.02% |
| 25 | Bank of New York Mellon Corp | 135K | $7.0M | +2.9% | 0.665% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SCSC — a direct measure of their conviction.
Filings activity in SCSC during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SCSC position in Q2 2026
Institutions that fully closed their SCSC position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 213 | +6.5% | 106.36% | 0.51 pp | $1.06B | +45% |
| Q1 2026 | 200 | 1.0% | 106.87% | +5.01 pp | $728M | 6.7% |
| Q4 2025 | 202 | 6.0% | 101.86% | +1.65 pp | $781M | 13% |
| Q3 2025 | 215 | +3.9% | 100.21% | 99.78 pp | $901M | 90% |
| Q2 2025 | 207 | 0.5% | 199.99% | +97.20 pp | $9.24B | +1156% |
| Q1 2025 | 208 | +2.0% | 102.79% | 6.03 pp | $736M | 44% |
| Q4 2024 | 204 | +0.0% | 108.82% | +7.34 pp | $1.32B | +19% |
| Q3 2024 | 204 | — | 101.48% | — | $1.11B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SCSC stock.
Based on Q2 2026 13F filings, institutional ownership of ScanSource, Inc. stands at 106.4%, held across 213 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SCSC, with approximately 3,842,195 shares worth $0.20B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SCSC.
Our composite Smart Money Score for SCSC is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in SCSC during Q2 2026, while 22 fully exited. 153 added to existing positions and 20 trimmed.
SCSC institutional ownership fell by 0.51 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 63.5% of all reported 13F value in SCSC, and the top 25 account for 82.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
ScanSource, Inc. (SCSC) Institutional Ownership