ScanSource Ownership | Who Owns ScanSource?
ScanSource Ownership Summary
ScanSource is owned by 85.32% institutional investors, 1.96% insiders, and 12.73% retail investors. Blackrock is the largest institutional shareholder, holding 17.19% of SCSC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.52% of its assets in ScanSource shares.
SCSC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ScanSource | 85.32% | 1.96% | 12.73% |
| Sector | Technology Stocks | 35.36% | 13.13% | 51.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.30M | 17.19% | $190.64M |
| Blackrock funding, inc. /de | 3.70M | 16.92% | $144.47M |
| Vanguard group | 2.83M | 12.93% | $110.42M |
| Dimensional fund advisors lp | 1.70M | 7.77% | $66.33M |
| Wasatch advisors lp | 1.10M | 5.03% | $39.93M |
| Pzena investment management | 913.24K | 4.18% | $33.15M |
| State street | 934.45K | 3.99% | $41.11M |
| Lsv asset management | 847.86K | 3.88% | $33.12M |
| American century companies | 839.08K | 3.58% | $36.91M |
| Geode capital management | 562.11K | 2.57% | $21.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Denali advisors | 110.34K | 0.48% | $4.31M |
| Summerhaven investment management | 17.23K | 0.38% | $625.38K |
| Integrated quantitative investments | 43.07K | 0.36% | $1.68M |
| Bridgeway capital management | 311.05K | 0.29% | $13.68M |
| Wasatch advisors lp | 1.10M | 0.27% | $39.93M |
| Dana investment advisors | 224.05K | 0.25% | $8.75M |
| Mqs management | 5.94K | 0.15% | $215.59K |
| Pzena investment management | 913.24K | 0.11% | $33.15M |
| Lsv asset management | 847.86K | 0.07% | $33.12M |
| Algert global | 95.05K | 0.07% | $4.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lsv asset management | 847.86K | 0.07% | 244.90K |
| Sg americas securities | 494.99K | 0.02% | 211.23K |
| Algert global | 95.05K | 0.07% | 95.05K |
| Norges bank | 87.18K | 0.00% | 87.18K |
| Charles schwab investment management | 456.11K | 0.00% | 79.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 4.30M | 0.00% | -286.46K |
| Hotchkis & wiley capital management | 223.71K | 0.03% | -133.54K |
| State street | 934.45K | 0.00% | -107.89K |
| Pacer advisors | - | - | -104.75K |
| Peregrine capital management | - | - | -102.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Algert global | 95.05K | 0.07% | 95.05K | $4.18M |
| Norges bank | 87.18K | 0.00% | 87.18K | $4.14M |
| Wedge capital management l l p/nc | 71.22K | 0.05% | 71.22K | $2.59M |
| Exchange traded concepts | 36.97K | 0.01% | 36.97K | $1.34M |
| Axa investment managers | 33.70K | 0.00% | 33.70K | $1.48M |
Sold Out
| Holder | Change |
|---|---|
| Clearstead advisors | -1.00 |
| Mendota financial group | -3.00 |
| Abound wealth management | -4.00 |
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Ronald blue trust | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 152 | -29.63% | 18,654,187 | -13.77% | 85 | 1.00% | 67 | -35.58% | 63 | -25.88% |
| Sep 30, 2025 | 213 | 2.40% | 21,237,458 | -2.32% | 90 | 1.04% | 103 | 24.10% | 83 | -17.82% |
| Jun 30, 2025 | 206 | -2.83% | 21,715,153 | -4.16% | 93 | 0.98% | 82 | -23.36% | 101 | 34.67% |
| Mar 31, 2025 | 6 | -97.09% | 688,936 | -97.09% | 2 | 0.03% | 5 | -95.05% | 1 | -98.51% |
| Dec 31, 2024 | 195 | -5.34% | 24,072,600 | -0.39% | 99 | 1.00% | 95 | -13.64% | 64 | -1.54% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.19M | 5.52% | 520.00 |
| Vanguard US Total Market Shares ETF | 725.47K | 3.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 654.90K | 3.05% | - |
| iShares Russell 2000 ETF | 562.23K | 2.62% | -4.61K |
| Vanguard Information Technology ETF | 527.99K | 2.46% | -684.00 |
| Avantis US Small Cap Value ETF | 498.36K | 2.32% | - |
| Wasatch Small Cap Value | 478.26K | 2.23% | -41.56K |
| Vanguard Small Cap Index | 472.90K | 2.20% | -1.45K |
| Victory Small Cap Value CIT (Net 75) | 490.00K | 2.04% | -400.00K |
| Victory Sycamore Small Company Opp R | 490.00K | 2.04% | -400.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 16, 2026 | BAUR MICHAEL L | CEO, President, BOD Chair | Sell | $137.35K |
| Mar 13, 2026 | BAUR MICHAEL L | CEO, President, BOD Chair | Sell | $2.51K |
| Mar 13, 2026 | BAUR MICHAEL L | CEO, President, BOD Chair | Sell | $754.68K |
| Feb 11, 2026 | Mathis Charles Alexander | - | Buy | $176.60K |
| Feb 11, 2026 | Mathis Charles Alexander | - | Buy | $34.63K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 2 | 3 |
| 2025 Q4 | - | 6 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 5 |
SCSC Ownership FAQ
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