ScanSource Ownership | Who Owns ScanSource?
ScanSource Ownership Summary
ScanSource is owned by 97.10% institutional investors, 8.32% insiders. Blackrock is the largest institutional shareholder, holding 17.19% of SCSC shares. Pacer US Small Cap Cash Cows 100 ETF is the top mutual fund, with 11.28% of its assets in ScanSource shares.
SCSC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ScanSource | 97.10% | 8.32% | -5.42% |
| Sector | Technology Stocks | 52.78% | 10.49% | 36.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.30M | 17.19% | $190.64M |
| Vanguard group | 3.22M | 12.87% | $142.74M |
| Pacer advisors | 2.32M | 9.27% | $102.78M |
| Dimensional fund advisors lp | 1.98M | 7.93% | $87.89M |
| Wasatch advisors lp | 970.11K | 3.88% | $42.99M |
| State street | 956.64K | 3.82% | $42.39M |
| Pzena investment management | 927.58K | 3.71% | $41.10M |
| Victory capital management | 676.19K | 2.70% | $29.96M |
| Geode capital management | 597.93K | 2.39% | $26.50M |
| Invesco | 537.95K | 2.15% | $23.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Profit investment management | 111.71K | 3.10% | $4.95M |
| Dana investment advisors | 274.05K | 0.41% | $12.14M |
| Bridgeway capital management | 352.30K | 0.37% | $15.61M |
| Pacer advisors | 2.32M | 0.23% | $102.78M |
| Wasatch advisors lp | 970.11K | 0.23% | $42.99M |
| Hillsdale investment management | 56.41K | 0.20% | $2.50M |
| Emc capital management | 7.40K | 0.19% | $328.00K |
| Peregrine capital management | 129.38K | 0.17% | $5.73M |
| Pzena investment management | 927.58K | 0.14% | $41.10M |
| Campbell & co investment adviser | 33.94K | 0.13% | $1.50M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | 2.32M | 0.23% | 815.24K |
| American century companies | 521.13K | 0.01% | 224.16K |
| Norges bank | 134.79K | 0.00% | 134.79K |
| Millennium management | 136.27K | 0.00% | 131.29K |
| Goldman sachs group | 170.44K | 0.00% | 66.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pzena investment management | 927.58K | 0.14% | -579.33K |
| Victory capital management | 676.19K | 0.03% | -556.35K |
| Blackrock | 4.30M | 0.00% | -286.46K |
| Vanguard group | 3.22M | 0.00% | -258.32K |
| Invesco | 537.95K | 0.01% | -126.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 134.79K | 0.00% | 134.79K | $5.97M |
| Hrt financial lp | 17.97K | 0.00% | 17.97K | $796.00K |
| Toroso investments | 17.91K | 0.01% | 17.91K | $793.77K |
| Corebridge financial | 14.49K | 0.00% | 14.49K | $642.14K |
| Gotham asset management | 13.10K | 0.01% | 13.10K | $580.33K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Financial synergies wealth advisors | -8.00 |
| Frazier financial advisors | -10.00 |
| Parallel advisors | -14.00 |
| Stone house investment management | -23.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 176 | 3.53% | 24,298,562 | -2.04% | 97 | 0.99% | 83 | 10.67% | 60 | -9.09% |
| Mar 31, 2024 | 170 | 1.80% | 24,805,066 | 0.77% | 99 | 1.03% | 75 | 13.64% | 66 | -9.59% |
| Dec 31, 2023 | 167 | 2.45% | 24,614,542 | 4.17% | 98 | 1.09% | 66 | -9.59% | 73 | 19.67% |
| Sep 30, 2023 | 163 | 0.62% | 23,630,217 | -0.57% | 94 | 1.06% | 73 | 15.87% | 61 | -7.58% |
| Jun 30, 2023 | 162 | -2.41% | 23,766,578 | -0.52% | 94 | 1.05% | 63 | -16.00% | 66 | 15.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Pacer US Small Cap Cash Cows 100 ETF | 2.71M | 11.28% | -698.00 |
| iShares Core S&P Small-Cap ETF | 1.46M | 6.06% | 1.52K |
| Vanguard Total Stock Mkt Idx Inv | 726.49K | 3.02% | 1.02K |
| iShares Russell 2000 ETF | 652.84K | 2.72% | -1.47K |
| Wasatch Small Cap Value | 610.86K | 2.54% | 118.34K |
| Avantis US Small Cap Value ETF | 571.28K | 2.38% | - |
| Vanguard Small Cap Index | 543.24K | 2.26% | 1.05K |
| Vanguard Information Technology ETF | 526.89K | 2.19% | 2.33K |
| Victory Sycamore Small Company Opp R | 490.00K | 2.04% | -400.00K |
| Victory Small Cap Value CIT (Net 75) | 490.00K | 2.04% | -400.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 14, 2024 | BAUR MICHAEL L | CEO & Chairman of the Board | Sell | $68.47K |
| Nov 18, 2024 | BAUR MICHAEL L | CEO & Chairman of the Board | Sell | $747.57K |
| Nov 14, 2024 | BAUR MICHAEL L | CEO & Chairman of the Board | Sell | $1.39M |
| Nov 15, 2024 | BAUR MICHAEL L | CEO & Chairman of the Board | Sell | $1.24M |
| Sep 16, 2024 | Hayden Rachel | SEVP & CIO | Sell | $295.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 14 |
| 2024 Q2 | - | 10 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 3 |
SCSC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools