| 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.
| 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.
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