SCSC ScanSource, Inc.
ScanSource, Inc. (SCSC) Institutional Ownership
What the institutions did with SCSC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.6M | 39.2% |
| PZENA INVESTMENT MANAGEMENT LLC | 941.2K | 22.6% |
| WASATCH ADVISORS LP | 841.3K | 20.2% |
| PRINCIPAL FINANCIAL GROUP INC | 132.0K | 3.2% |
| Creative Planning | 116.4K | 2.8% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 60.5K | 1.5% |
| CITIGROUP INC | 50.3K | 1.2% |
| EXCHANGE TRADED CONCEPTS, LLC | 29.0K | 0.7% |
| OP Asset Management Ltd | 28.8K | 0.7% |
| B. Metzler seel. Sohn & Co. AG | 25.1K | 0.6% |
| STRS OHIO | 19.8K | 0.5% |
| Summit Global Investments | 18.0K | 0.4% |
| SummerHaven Investment Management, LLC | 17.2K | 0.4% |
| Achmea Investment Management B.V. | 17.0K | 0.4% |
| CenterBook Partners LP | 14.9K | 0.4% |
| Assenagon Asset Management S.A. | 14.6K | 0.4% |
| JAMES INVESTMENT RESEARCH, INC. | 13.0K | 0.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 12.8K | 0.3% |
| BOKF, NA | 12.7K | 0.3% |
| Inspire Investing, LLC | 10.9K | 0.3% |
| HARBOR CAPITAL ADVISORS, INC. | 10.3K | 0.2% |
| MACKENZIE FINANCIAL CORP | 10.3K | 0.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.7K | 0.2% |
| Louisiana State Employees Retirement System | 8.7K | 0.2% |
| BAILARD, INC. | 8.1K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WASATCH ADVISORS LP | Reduced | 1.1M | 841.3K | -230.4K |
| PZENA INVESTMENT MANAGEMENT LLC | Reduced | 1.1M | 941.2K | -168.6K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 90.4K | 132.0K | +41.6K |
| CITIGROUP INC | Increased | 15.0K | 50.3K | +35.3K |
| OP Asset Management Ltd | Reduced | 57.6K | 28.8K | -28.9K |
| Achmea Investment Management B.V. | New | 0 | 17.0K | +17.0K |
| Assenagon Asset Management S.A. | New | 0 | 14.6K | +14.6K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Reduced | 73.2K | 60.5K | -12.7K |
| Creative Planning | Increased | 104.3K | 116.4K | +12.1K |
| EXCHANGE TRADED CONCEPTS, LLC | Reduced | 38.2K | 29.0K | -9.1K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Sold Out | 9.1K | 0 | -9.1K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 8.1K | +8.1K |
| Cambridge Investment Research Advisors, Inc. | New | 0 | 7.0K | +7.0K |
| B. Metzler seel. Sohn & Co. AG | Reduced | 31.4K | 25.1K | -6.3K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.6M | 1.6M | -5.5K |
| CenterBook Partners LP | Increased | 9.5K | 14.9K | +5.4K |
| State of Wyoming | Reduced | 10.0K | 5.1K | -4.9K |
| Ethic Inc. | New | 0 | 4.8K | +4.8K |
| Swiss Life Asset Management Ltd | New | 0 | 4.5K | +4.5K |
| Summit Global Investments | Increased | 14.2K | 18.0K | +3.9K |
| Pictet Asset Management Holding SA | New | 0 | 3.8K | +3.8K |
| RHS Financial, LLC | New | 0 | 3.6K | +3.6K |
| Fulcrum Asset Management LLP | Increased | 50 | 3.4K | +3.3K |
| STRS OHIO | Increased | 16.7K | 19.8K | +3.1K |
| State of Alaska, Department of Revenue | Reduced | 7.2K | 4.4K | -2.7K |
| DekaBank Deutsche Girozentrale | New | 0 | 2.5K | +2.5K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 3.8K | 6.3K | +2.5K |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 8.0K | 10.3K | +2.4K |
| Inspire Investing, LLC | Reduced | 13.1K | 10.9K | -2.1K |
| BOKF, NA | Reduced | 14.8K | 12.7K | -2.1K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 14.8K | 12.8K | -2.0K |
| Capital Investment Advisory Services, LLC | Reduced | 6.3K | 4.5K | -1.8K |
| MACKENZIE FINANCIAL CORP | Reduced | 11.7K | 10.3K | -1.4K |
| SIGNATUREFD, LLC | Increased | 924 | 2.1K | +1.2K |
| CFG Wealth Management Services, Inc. | New | 0 | 1.0K | +1.0K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 6.7K | 5.8K | -889 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 2.6K | 3.1K | +538 |
| Louisiana State Employees Retirement System | Increased | 8.2K | 8.7K | +500 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 8.3K | 8.7K | +475 |
| SEIZERT CAPITAL PARTNERS, LLC | Reduced | 6.4K | 6.0K | -410 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Increased | 4.4K | 4.8K | +355 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Increased | 4.9K | 5.1K | +265 |
| AMALGAMATED BANK | Increased | 5.1K | 5.3K | +201 |
| ARIZONA STATE RETIREMENT SYSTEM | Reduced | 5.9K | 5.7K | -201 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | Increased | 4.3K | 4.5K | +200 |
| Parallel Advisors, LLC | Increased | 130 | 288 | +158 |
| GAMMA Investing LLC | Increased | 1.6K | 1.7K | +135 |
| SIMPLEX TRADING, LLC | New | 0 | 123 | +123 |
| Covestor Ltd | Reduced | 256 | 200 | -56 |
| SJS Investment Consulting Inc. | Increased | 26 | 78 | +52 |
| PROATHLETE WEALTH MANAGEMENT LLC | New | 0 | 42 | +42 |
| Sterling Capital Management LLC | Reduced | 6.2K | 6.1K | -38 |
| ASSETMARK, INC | Increased | 507 | 533 | +26 |
| SBI Securities Co., Ltd. | New | 0 | 18 | +18 |
| EverSource Wealth Advisors, LLC | Reduced | 143 | 125 | -18 |
| Clark Wealth Partners | New | 0 | 16 | +16 |
| Plante Moran Financial Advisors, LLC | Sold Out | 9 | 0 | -9 |
| Pinnacle Wealth Planning Services, Inc. | Increased | 230 | 239 | +9 |
| FARMERS & MERCHANTS INVESTMENTS INC | Increased | 12 | 20 | +8 |
| Provenance Wealth Advisors, LLC | New | 0 | 8 | +8 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.