SEC ownership of SCANSOURCE, INC.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000918965.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

01 Sep 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
01 Sep 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000918965
Issuer location
Greenville, SC

Ownership snapshot

Top shareholders of SCANSOURCE, INC. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
01 Sep 2026
13F 13D/G 3/4/5 Lead comparable stake: 16% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 16%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 16%
VANGUARD PORTFOLIO MANAGEMENT LLC 8.4%
PZENA INVESTMENT MANAGEMENT LLC 5.5%
WASATCH ADVISORS LP 5.2%
Pacer Advisors, Inc. 1.2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13F 13D/G
Company
16%
from 13D/G
$524,173,230
12,200,031 shares
mixed-class rows
30 Jun 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13F 13D/G
Company · Vanguard Portfolio Management
8.4%
from 13D/G
$223,477,139
5,175,212 shares
mixed-class rows
30 Jun 2026
PZENA INVESTMENT MANAGEMENT LLC
13D/G 13F
Company
5.5%
$57,806,846
1,109,743 shares
+$31,006,230 30 Jun 2026
WASATCH ADVISORS LP
13F 13D/G
Company
5.2%
from 13D/G
$55,822,613
1,071,657 shares
30 Jun 2026
Pacer Advisors, Inc.
13D/G 13F
Pacer US Small Cap Cash Cows ETF · Company
1.2%
$8,460,880
278,410 shares
-$52,019,748 31 Mar 2025
VICTORY CAPITAL MANAGEMENT INC
13F 13D/G
Company
0.2%
from 13D/G
$4,434,631
94,211 shares
mixed-class rows
30 Jun 2026
Michael L. Baur
3/4/5
CEO, President, BOD Chair, Director
0.99%
$10,454,358
200,698 shares
-$8,432,169 01 Sep 2026
Stephen Jones
3/4/5
SEVP & CFO
0.43%
$5,001,355
87,421 shares
-$779,920 01 Sep 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$9,000,859.

Buys
$211,230
Insiders: 1
Sells
$9,212,089
Insiders: 2
Net
-$9,000,859
Shares: -204,020
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 6,000 Shares: 210,020
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 10,000 $0 $567,574 -$567,574
3-6 0 25,000 $0 $894,542 -$894,542
6-9 6,000 25,020 $211,230 $1,035,714 -$824,484
9-12 0 150,000 $0 $6,714,259 -$6,714,259

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-19 of 19 reporting-owner rows connected to SCANSOURCE, INC.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
19
Largest Forms 3/4/5 holder
Michael L. Baur
Net 12M change
-$9,000,859
Latest report
01 Sep 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Michael L. Baur CEO, President, BOD Chair, Director $10,454,358 -$8,432,169 -45% Median 01 Sep 2026
Stephen Jones Sevp & Cfo $5,001,355 -$779,920 -13% Filing P/S 01 Sep 2026
John Charles Eldh President & CRO $4,115,001 Mixed 15 Nov 2023
Alexandre Conde SEVP & Chief People Officer $2,325,448 Mixed 30 Aug 2025
Elizabeth Orazem Temple Director $2,038,125 Median 01 Sep 2026
Shana C. Smith Sr. EVP & Chief Legal Officer $1,942,019 Median 01 Sep 2026
Dorothy F. Ramoneda Director $1,746,421 Median 01 Sep 2026
Jeffrey R. Rodek Director $1,730,794 Median 01 Sep 2026
Frank Edward Emory Jr. Director $1,584,942 Median 01 Sep 2026
Michael J. Grainger Director $1,489,208 Mixed 26 Aug 2022
Charles Alexander Mathis Director $1,459,926 +$211,230 +17% Median 01 Sep 2026
Peter C. Browning Director $1,229,885 Mixed 01 Sep 2025
John Patrick Reilly Director $1,189,999 Mixed 27 Aug 2021
Charles R. Whitchurch Director $1,046,966 Mixed 25 Aug 2023
Matthew Dean Sevp & Clo $926,158 Mixed 10 Dec 2021
Brandy Ford SVP & Chief Accounting Officer $791,768 Median 01 Sep 2026
Vernon J. Nagel Director $772,338 Median 01 Sep 2026
Rachel Hayden Sevp & Cio $649,977 Filing P/S 30 Aug 2025
Michael Reed Webb SVP & Chief HR Officer $292,433 Median 01 Sep 2026

Recent insider transactions for SCANSOURCE, INC.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Stephen Jones SCSC Common Stock Sale -10.3% $567,574 $56.76 -10,000 87,421 03 Sep 2026 Direct
Charles Alexander Mathis SCSC Common Stock Award 13% 3,234 28,027 01 Sep 2026 Direct
Frank Edward Emory Jr. SCSC Common Stock Award 11.9% 3,234 30,427 01 Sep 2026 Direct
Stephen Jones SCSC Common Stock Tax liability -2.05% -2,044 97,421 01 Sep 2026 Direct
Stephen Jones SCSC Common Stock Award 20.1% 16,619 99,465 01 Sep 2026 Direct
Michael L. Baur SCSC Common Stock Tax liability -3.84% -8,023 200,698 01 Sep 2026 Direct
Michael L. Baur SCSC Common Stock Award 34.8% 53,899 208,721 01 Sep 2026 Direct
Vernon J. Nagel SCSC Common Stock Award 27.9% 3,234 14,827 01 Sep 2026 Direct
Michael Reed Webb SCSC Common Stock Award 5,614 5,614 01 Sep 2026 Direct
Brandy Ford SCSC Common Stock Tax liability -3.07% -481 15,200 01 Sep 2026 Direct
Brandy Ford SCSC Common Stock Award 29.7% 3,594 15,681 01 Sep 2026 Direct
Dorothy F. Ramoneda SCSC Common Stock Award 10.7% 3,234 33,527 01 Sep 2026 Direct
Elizabeth Orazem Temple SCSC Common Stock Award 9.01% 3,234 39,127 01 Sep 2026 Direct
Jeffrey R. Rodek SCSC Common Stock Award 10.8% 3,234 33,227 01 Sep 2026 Direct
Shana C. Smith SCSC Common Stock Tax liability -2.79% -1,070 37,282 01 Sep 2026 Direct
Shana C. Smith SCSC Common Stock Award 24.9% 7,636 38,352 01 Sep 2026 Direct
Shana C. Smith SCSC Common Stock Tax liability -2.88% -910 30,716 30 Aug 2026 Direct
Brandy Ford SCSC Common Stock Tax liability -1.94% -239 12,087 30 Aug 2026 Direct
Stephen Jones SCSC Common Stock Tax liability -1.88% -1,591 82,846 30 Aug 2026 Direct
Michael L. Baur SCSC Common Stock Tax liability -3.54% -5,687 154,822 30 Aug 2026 Direct
Michael L. Baur SCSC Common Stock Tax liability -3.93% -6,571 160,509 26 Aug 2026 Direct
Stephen Jones SCSC Common Stock Tax liability -2.79% -2,426 84,437 26 Aug 2026 Direct
Brandy Ford SCSC Common Stock Tax liability -2.6% -329 12,326 26 Aug 2026 Direct
Michael L. Baur SCSC Common Stock Tax liability -11.2% -21,094 167,080 25 Aug 2026 Direct
Shana C. Smith SCSC Common Stock Tax liability -4.94% -1,644 31,626 25 Aug 2026 Direct
Stephen Jones SCSC Common Stock Tax liability -7.03% -6,569 86,863 25 Aug 2026 Direct
Brandy Ford SCSC Common Stock Tax liability -2.55% -331 12,655 25 Aug 2026 Direct
Michael L. Baur SCSC Common Stock Award 19.5% 30,662 188,174 20 Aug 2026 Direct
Shana C. Smith SCSC Common Stock Award 11.5% 3,434 33,270 20 Aug 2026 Direct
Stephen Jones SCSC Common Stock Award 12.1% 10,106 93,432 20 Aug 2026 Direct
Shana C. Smith SCSC Common Stock Tax liability -3.32% -1,025 29,836 01 Jun 2026 Direct
Michael L. Baur SCSC Common Stock Sale -2.37% $137,351 $35.89 -3,827 157,512 16 Mar 2026 Direct
Michael L. Baur SCSC Common Stock Sale -11.6% $757,191 $35.76 -21,173 161,339 13 Mar 2026 Direct
Charles Alexander Mathis SCSC Common Stock Purchase 31.9% $211,230 $35.20 6,000 24,793 11 Feb 2026 Direct
Michael L. Baur SCSC Common Stock Sale -4.93% $391,809 $41.42 -9,459 182,512 16 Dec 2025 Direct
Michael L. Baur SCSC Common Stock Sale -4.74% $390,227 $40.82 -9,559 191,971 15 Dec 2025 Direct
Michael L. Baur SCSC Common Stock Sale -0.48% $41,332 $42.09 -982 201,530 12 Dec 2025 Direct
Stephen Jones SCSC Common Stock Sale -5.68% $212,346 $42.30 -5,020 83,326 11 Dec 2025 Direct
Michael L. Baur SCSC Common Stock Sale -19.2% $2,126,945 $44.34 -47,969 202,512 18 Sep 2025 Direct
Michael L. Baur SCSC Common Stock Options Exercise 10.1% 22,969 250,481 18 Sep 2025 Direct
Michael L. Baur SCSC Employee Stock Option (Right to Buy) Options Exercise -100% -22,969 0 18 Sep 2025 Direct
Michael L. Baur SCSC Common Stock Sale -31% $4,587,314 $44.96 -102,031 227,512 17 Sep 2025 Direct
Michael L. Baur SCSC Common Stock Options Exercise 44.8% 102,031 329,543 17 Sep 2025 Direct
Michael L. Baur SCSC Employee Stock Option (Right to Buy) Options Exercise -81.6% -102,031 22,969 17 Sep 2025 Direct
* marks a reported price that did not pass the local price check.
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