Ranked by reported Q1 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. | 3.7M | $133.5M | -0.5% | 18.100% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $64.1M | — | 8.684% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $60.3M | -2.2% | 8.172% | 0.01% |
| 4 | WASATCH ADVISORS INC | 1.1M | $39.9M | -0.4% | 5.412% | 0.27% |
| 5 | PZENA INVESTMENT MANAGEMENT LLC | 913K | $33.2M | +0.6% | 4.493% | 0.11% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 900K | $32.7M | — | 4.428% | 0.00% |
| 7 | STATE STREET CORP | 853K | $30.9M | -0.5% | 4.195% | 0.00% |
| 8 | AMERICAN CENTURY COMPANIES INC | 589K | $21.4M | -16.7% | 2.897% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 561K | $20.4M | -0.2% | 2.760% | 0.00% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 480K | $17.4M | -10.8% | 2.362% | 0.00% |
| 11 | Invesco Ltd. | 442K | $16.0M | +0.6% | 2.175% | 0.00% |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | 356K | $12.9M | -0.4% | 1.754% | 0.05% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 281K | $10.2M | -3.5% | 1.381% | 0.20% |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 275K | $10.0M | +23.2% | 1.351% | 0.03% |
| 15 | Medina Value Partners, LLC | 231K | $8.4M | — | 1.138% | 1.76% |
| 16 | Nuveen, LLC | 227K | $8.3M | +0.1% | 1.118% | 0.00% |
| 17 | NORTHERN TRUST CORP | 224K | $8.1M | +2.5% | 1.100% | 0.00% |
| 18 | Dana Investment Advisors, Inc. | 224K | $8.1M | -0.2% | 1.100% | 0.24% |
| 19 | GOLDMAN SACHS GROUP INC | 220K | $8.0M | +3.7% | 1.081% | 0.00% |
| 20 | MORGAN STANLEY | 212K | $7.7M | -16.0% | 1.045% | 0.00% |
| 21 | AMERIPRISE FINANCIAL INC | 206K | $7.5M | -3.9% | 1.012% | 0.00% |
| 22 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 196K | $7.1M | +6.7% | 0.963% | 0.02% |
| 23 | TEACHER RETIREMENT SYSTEM OF TEXAS | 187K | $6.8M | +22.3% | 0.921% | 0.03% |
| 24 | CITADEL ADVISORS LLC | 147K | $5.3M | +89.1% | 0.721% | 0.00% |
| 25 | Universal- Beteiligungs- und Servicegesellschaft mbH | 134K | $4.9M | +0.3% | 0.659% | 0.01% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 198 | 2.0% | 70.28% | 6.53 pp | $714M | 8.5% |
| Q4 2025 | 202 | 6.0% | 76.81% | 11.81 pp | $781M | 13% |
| Q3 2025 | 215 | +3.9% | 88.62% | 111.37 pp | $901M | 90% |
| Q2 2025 | 207 | 0.5% | 199.99% | +127.59 pp | $9.24B | +1156% |
| Q1 2025 | 208 | +2.0% | 72.40% | 57.08 pp | $736M | 44% |
| Q4 2024 | 204 | +0.0% | 129.48% | +20.77 pp | $1.32B | +19% |
| Q3 2024 | 204 | +13% | 108.71% | +8.16 pp | $1.11B | +8.1% |
| Q2 2024 | 180 | — | 100.55% | — | $1.02B | — |
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 Q1 2026 13F filings, institutional ownership of ScanSource, Inc. stands at 70.3%, held across 198 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SCSC, with approximately 3,678,722 shares worth $0.13B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SCSC, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for SCSC is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
32 institutions opened new positions in SCSC during Q1 2026, while 36 fully exited. 53 added to existing positions and 111 trimmed.
SCSC institutional ownership fell by 6.53 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 63.5% of all reported 13F value in SCSC, and the top 25 account for 81.6%.
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