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Compiled from SEC Form N-PX filings and SCANSOURCE INC.’s Form 8-K, filed 2024-01-30 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore SCANSOURCE INC. in the interactive database Compare manager voting policies
These tallies are SCANSOURCE INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-01-30 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Michael L. Baur | 22,043,912 | 433,662 | 5,664 | -- | 1,019,772 | Majority: yes |
| Elect Director: Peter C. Browning | 20,130,125 | 2,339,693 | 13,421 | -- | 1,019,771 | Majority: yes |
| Elect Director: Frank E. Emory, Jr. | 21,969,541 | 465,661 | 48,037 | -- | 1,019,771 | Majority: yes |
| Elect Director: Charles A. Mathis | 21,879,791 | 556,717 | 46,731 | -- | 1,019,771 | Majority: yes |
| Elect Director: Vernon J. Nagel | 22,282,082 | 153,172 | 47,985 | -- | 1,019,771 | Majority: yes |
| Elect Director: Dorothy F. Ramoneda | 21,967,123 | 468,182 | 47,935 | -- | 1,019,770 | Majority: yes |
| Elect Director: Jeffrey R. Rodek | 22,006,633 | 437,633 | 38,974 | -- | 1,019,770 | Majority: yes |
| Elect Director: Elizabeth O. Temple | 21,905,450 | 564,418 | 13,371 | -- | 1,019,771 | Majority: yes |
Source: SCANSOURCE INC., Form 8-K, filed with the SEC on 2024-01-30 — read the filing on EDGAR.
Each item below shows how the 229 asset managers that disclosed a SCANSOURCE INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of SCANSOURCE INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 5 wordings of this item as funds reported it.
99.2% fund support · no official result
The 218 asset managers below cast 99.2% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 4,176,100 | 423 | 0 | 0 | For |
| Vanguard | 3,469,728 | 0 | 0 | 0 | For |
| Victory Capital | 3,422,213 | 0 | 0 | 0 | For |
| Dimensional | 1,893,526 | 0 | 0 | 0 | For |
| PZENA INVESTMENT MANAGEMENT LLC | 1,507,007 | 0 | 0 | 0 | For |
| Invesco | 1,404,981 | 0 | 0 | 0 | For |
| Charles Schwab | 1,301,843 | 0 | 0 | 0 | For |
| State Street | 1,285,119 | 0 | 0 | 0 | For |
| Fidelity | 658,659 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 536,588 | 0 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 259,573 | 5,200 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 226,641 | 0 | 0 | 0 | For |
| JPMorgan | 212,434 | 0 | 0 | 0 | For |
| Nuveen | 212,081 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 161,099 | 28,436 | 0 | 0 | For |
| TIAA | 180,349 | 0 | 0 | 0 | For |
| PEREGRINE CAPITAL MANAGEMENT LLC | 166,986 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 157,609 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 139,755 | 0 | 0 | 0 | For |
| AQR | 126,918 | 0 | 0 | 0 | For |
| Prudential/PGIM | 124,777 | 0 | 0 | 0 | For |
| Northern Trust | 119,175 | 1,905 | 0 | 0 | For |
| Columbia Threadneedle | 115,910 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 114,600 | 0 | 0 | 0 | For |
| DE Shaw | 103,284 | 0 | 0 | 0 | For |
Showing the 25 largest of 218 asset managers. See all 218 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
SCANSOURCE INC.’s own tally for this item (“Elect Director: Michael L. Baur”): 22,043,912 for, 433,662 against, per its Form 8-K filed 2024-01-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 24,005,107 outstanding shares: 92% for, 2% against (94% of the company cast a for/against vote).
The 86 asset managers below cast 99.8% of the shares they voted on this item FOR (14,241,838 for, 18,886 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,421,630 | 0 | 0 | 0 | For |
| BlackRock | 3,091,116 | 0 | 0 | 0 | For |
| Dimensional | 1,724,337 | 0 | 0 | 0 | For |
| Victory Capital | 1,472,669 | 0 | 0 | 0 | For |
| Invesco | 688,393 | 0 | 0 | 0 | For |
| Fidelity | 641,262 | 0 | 0 | 0 | For |
| Charles Schwab | 628,340 | 0 | 0 | 0 | For |
| State Street | 400,654 | 0 | 0 | 0 | For |
| TIAA | 180,349 | 0 | 0 | 0 | For |
| JPMorgan | 174,177 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 115,910 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 114,600 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 73,232 | 0 | 0 | 0 | For |
| World Funds Trust | 72,823 | 0 | 0 | 0 | For |
| First Trust | 68,736 | 0 | 0 | 0 | For |
| Jackson National | 66,740 | 0 | 0 | 0 | For |
| Principal | 65,864 | 0 | 0 | 0 | For |
| Equitable | 65,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 61,518 | 0 | 0 | 0 | For |
| Northern Trust | 55,220 | 0 | 0 | 0 | For |
| Goldman Sachs | 52,946 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 51,951 | 0 | 0 | 0 | For |
| American Century | 46,190 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 46,033 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 45,525 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Combines 3 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
SCANSOURCE INC.’s own tally for this item (“Elect Director: Peter C. Browning”): 20,130,125 for, 2,339,693 against, per its Form 8-K filed 2024-01-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 24,005,107 outstanding shares: 84% for, 10% against (94% of the company cast a for/against vote).
The 86 asset managers below cast 94% of the shares they voted on this item FOR (13,373,203 for, 887,521 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,421,630 | 0 | 0 | 0 | For |
| BlackRock | 3,091,116 | 0 | 0 | 0 | For |
| Dimensional | 1,724,337 | 0 | 0 | 0 | For |
| Victory Capital | 1,472,669 | 0 | 0 | 0 | For |
| Invesco | 688,393 | 0 | 0 | 0 | For |
| Fidelity | 587,162 | 54,100 | 0 | 0 | For |
| Charles Schwab | 628,340 | 0 | 0 | 0 | For |
| State Street | 0 | 400,654 | 0 | 0 | Against |
| TIAA | 180,349 | 0 | 0 | 0 | For |
| JPMorgan | 174,177 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 115,910 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 114,600 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 73,232 | 0 | 0 | 0 | For |
| World Funds Trust | 72,823 | 0 | 0 | 0 | For |
| First Trust | 68,736 | 0 | 0 | 0 | For |
| Jackson National | 66,740 | 0 | 0 | 0 | For |
| Principal | 65,864 | 0 | 0 | 0 | For |
| Equitable | 65,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 61,518 | 0 | 0 | 0 | For |
| Northern Trust | 55,220 | 0 | 0 | 0 | For |
| Goldman Sachs | 52,946 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 51,951 | 0 | 0 | 0 | For |
| American Century | 46,190 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 46,033 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 0 | 45,525 | 0 | 0 | Against |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
SCANSOURCE INC.’s own tally for this item (“Elect Director: Frank E. Emory, Jr.”): 21,969,541 for, 465,661 against, per its Form 8-K filed 2024-01-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 24,005,107 outstanding shares: 92% for, 2% against (93% of the company cast a for/against vote).
The 86 asset managers below cast 99.1% of the shares they voted on this item FOR (14,139,664 for, 121,060 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,421,630 | 0 | 0 | 0 | For |
| BlackRock | 3,091,116 | 0 | 0 | 0 | For |
| Dimensional | 1,724,337 | 0 | 0 | 0 | For |
| Victory Capital | 1,472,669 | 0 | 0 | 0 | For |
| Invesco | 688,393 | 0 | 0 | 0 | For |
| Fidelity | 641,262 | 0 | 0 | 0 | For |
| Charles Schwab | 628,340 | 0 | 0 | 0 | For |
| State Street | 400,654 | 0 | 0 | 0 | For |
| TIAA | 180,349 | 0 | 0 | 0 | For |
| JPMorgan | 174,177 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 115,910 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 114,600 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 73,232 | 0 | 0 | 0 | For |
| World Funds Trust | 72,823 | 0 | 0 | 0 | For |
| First Trust | 68,736 | 0 | 0 | 0 | For |
| Jackson National | 66,740 | 0 | 0 | 0 | For |
| Principal | 65,864 | 0 | 0 | 0 | For |
| Equitable | 65,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 61,518 | 0 | 0 | 0 | For |
| Northern Trust | 55,220 | 0 | 0 | 0 | For |
| Goldman Sachs | 52,946 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 51,951 | 0 | 0 | 0 | For |
| American Century | 46,190 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 46,033 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 45,525 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
SCANSOURCE INC.’s own tally for this item (“Elect Director: Charles A. Mathis”): 21,879,791 for, 556,717 against, per its Form 8-K filed 2024-01-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 24,005,107 outstanding shares: 91% for, 2% against (93% of the company cast a for/against vote).
The 86 asset managers below cast 99.1% of the shares they voted on this item FOR (14,139,664 for, 121,060 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,421,630 | 0 | 0 | 0 | For |
| BlackRock | 3,091,116 | 0 | 0 | 0 | For |
| Dimensional | 1,724,337 | 0 | 0 | 0 | For |
| Victory Capital | 1,472,669 | 0 | 0 | 0 | For |
| Invesco | 688,393 | 0 | 0 | 0 | For |
| Fidelity | 641,262 | 0 | 0 | 0 | For |
| Charles Schwab | 628,340 | 0 | 0 | 0 | For |
| State Street | 400,654 | 0 | 0 | 0 | For |
| TIAA | 180,349 | 0 | 0 | 0 | For |
| JPMorgan | 174,177 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 115,910 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 114,600 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 73,232 | 0 | 0 | 0 | For |
| World Funds Trust | 72,823 | 0 | 0 | 0 | For |
| First Trust | 68,736 | 0 | 0 | 0 | For |
| Jackson National | 66,740 | 0 | 0 | 0 | For |
| Principal | 65,864 | 0 | 0 | 0 | For |
| Equitable | 65,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 61,518 | 0 | 0 | 0 | For |
| Northern Trust | 55,220 | 0 | 0 | 0 | For |
| Goldman Sachs | 52,946 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 51,951 | 0 | 0 | 0 | For |
| American Century | 46,190 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 46,033 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 45,525 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
SCANSOURCE INC.’s own tally for this item (“Elect Director: Vernon J. Nagel”): 22,282,082 for, 153,172 against, per its Form 8-K filed 2024-01-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 24,005,107 outstanding shares: 93% for, 0.7% against (93% of the company cast a for/against vote).
The 86 asset managers below cast 100% of the shares they voted on this item FOR (14,260,724 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,421,630 | 0 | 0 | 0 | For |
| BlackRock | 3,091,116 | 0 | 0 | 0 | For |
| Dimensional | 1,724,337 | 0 | 0 | 0 | For |
| Victory Capital | 1,472,669 | 0 | 0 | 0 | For |
| Invesco | 688,393 | 0 | 0 | 0 | For |
| Fidelity | 641,262 | 0 | 0 | 0 | For |
| Charles Schwab | 628,340 | 0 | 0 | 0 | For |
| State Street | 400,654 | 0 | 0 | 0 | For |
| TIAA | 180,349 | 0 | 0 | 0 | For |
| JPMorgan | 174,177 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 115,910 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 114,600 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 73,232 | 0 | 0 | 0 | For |
| World Funds Trust | 72,823 | 0 | 0 | 0 | For |
| First Trust | 68,736 | 0 | 0 | 0 | For |
| Jackson National | 66,740 | 0 | 0 | 0 | For |
| Principal | 65,864 | 0 | 0 | 0 | For |
| Equitable | 65,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 61,518 | 0 | 0 | 0 | For |
| Northern Trust | 55,220 | 0 | 0 | 0 | For |
| Goldman Sachs | 52,946 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 51,951 | 0 | 0 | 0 | For |
| American Century | 46,190 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 46,033 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 45,525 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
SCANSOURCE INC.’s own tally for this item (“Elect Director: Dorothy F. Ramoneda”): 21,967,123 for, 468,182 against, per its Form 8-K filed 2024-01-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 24,005,107 outstanding shares: 92% for, 2% against (93% of the company cast a for/against vote).
The 86 asset managers below cast 99.1% of the shares they voted on this item FOR (14,139,664 for, 121,060 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,421,630 | 0 | 0 | 0 | For |
| BlackRock | 3,091,116 | 0 | 0 | 0 | For |
| Dimensional | 1,724,337 | 0 | 0 | 0 | For |
| Victory Capital | 1,472,669 | 0 | 0 | 0 | For |
| Invesco | 688,393 | 0 | 0 | 0 | For |
| Fidelity | 641,262 | 0 | 0 | 0 | For |
| Charles Schwab | 628,340 | 0 | 0 | 0 | For |
| State Street | 400,654 | 0 | 0 | 0 | For |
| TIAA | 180,349 | 0 | 0 | 0 | For |
| JPMorgan | 174,177 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 115,910 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 114,600 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 73,232 | 0 | 0 | 0 | For |
| World Funds Trust | 72,823 | 0 | 0 | 0 | For |
| First Trust | 68,736 | 0 | 0 | 0 | For |
| Jackson National | 66,740 | 0 | 0 | 0 | For |
| Principal | 65,864 | 0 | 0 | 0 | For |
| Equitable | 65,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 61,518 | 0 | 0 | 0 | For |
| Northern Trust | 55,220 | 0 | 0 | 0 | For |
| Goldman Sachs | 52,946 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 51,951 | 0 | 0 | 0 | For |
| American Century | 46,190 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 46,033 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 45,525 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
SCANSOURCE INC.’s own tally for this item (“Elect Director: Jeffrey R. Rodek”): 22,006,633 for, 437,633 against, per its Form 8-K filed 2024-01-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 24,005,107 outstanding shares: 92% for, 2% against (93% of the company cast a for/against vote).
The 86 asset managers below cast 99.1% of the shares they voted on this item FOR (14,139,664 for, 121,060 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,421,630 | 0 | 0 | 0 | For |
| BlackRock | 3,091,116 | 0 | 0 | 0 | For |
| Dimensional | 1,724,337 | 0 | 0 | 0 | For |
| Victory Capital | 1,472,669 | 0 | 0 | 0 | For |
| Invesco | 688,393 | 0 | 0 | 0 | For |
| Fidelity | 641,262 | 0 | 0 | 0 | For |
| Charles Schwab | 628,340 | 0 | 0 | 0 | For |
| State Street | 400,654 | 0 | 0 | 0 | For |
| TIAA | 180,349 | 0 | 0 | 0 | For |
| JPMorgan | 174,177 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 115,910 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 114,600 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 73,232 | 0 | 0 | 0 | For |
| World Funds Trust | 72,823 | 0 | 0 | 0 | For |
| First Trust | 68,736 | 0 | 0 | 0 | For |
| Jackson National | 66,740 | 0 | 0 | 0 | For |
| Principal | 65,864 | 0 | 0 | 0 | For |
| Equitable | 65,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 61,518 | 0 | 0 | 0 | For |
| Northern Trust | 55,220 | 0 | 0 | 0 | For |
| Goldman Sachs | 52,946 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 51,951 | 0 | 0 | 0 | For |
| American Century | 46,190 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 46,033 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 45,525 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
SCANSOURCE INC.’s own tally for this item (“Elect Director: Elizabeth O. Temple”): 21,905,450 for, 564,418 against, per its Form 8-K filed 2024-01-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 24,005,107 outstanding shares: 91% for, 2% against (94% of the company cast a for/against vote).
The 86 asset managers below cast 99.1% of the shares they voted on this item FOR (14,139,664 for, 121,060 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,421,630 | 0 | 0 | 0 | For |
| BlackRock | 3,091,116 | 0 | 0 | 0 | For |
| Dimensional | 1,724,337 | 0 | 0 | 0 | For |
| Victory Capital | 1,472,669 | 0 | 0 | 0 | For |
| Invesco | 688,393 | 0 | 0 | 0 | For |
| Fidelity | 641,262 | 0 | 0 | 0 | For |
| Charles Schwab | 628,340 | 0 | 0 | 0 | For |
| State Street | 400,654 | 0 | 0 | 0 | For |
| TIAA | 180,349 | 0 | 0 | 0 | For |
| JPMorgan | 174,177 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 115,910 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 114,600 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 73,232 | 0 | 0 | 0 | For |
| World Funds Trust | 72,823 | 0 | 0 | 0 | For |
| First Trust | 68,736 | 0 | 0 | 0 | For |
| Jackson National | 66,740 | 0 | 0 | 0 | For |
| Principal | 65,864 | 0 | 0 | 0 | For |
| Equitable | 65,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 61,518 | 0 | 0 | 0 | For |
| Northern Trust | 55,220 | 0 | 0 | 0 | For |
| Goldman Sachs | 52,946 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 51,951 | 0 | 0 | 0 | For |
| American Century | 46,190 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 46,033 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 45,525 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.9% fund support · no official result
The 84 asset managers below cast 99.9% of the shares they voted on this item FOR (14,171,605 for, 77 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,421,630 | 0 | 0 | 0 | For |
| BlackRock | 3,091,116 | 0 | 0 | 0 | For |
| Dimensional | 1,724,337 | 0 | 0 | 0 | For |
| Victory Capital | 1,472,669 | 0 | 0 | 0 | For |
| Invesco | 688,393 | 0 | 0 | 0 | For |
| Fidelity | 641,262 | 0 | 0 | 0 | For |
| Charles Schwab | 628,340 | 0 | 0 | 0 | For |
| State Street | 400,654 | 0 | 0 | 0 | For |
| TIAA | 180,349 | 0 | 0 | 0 | For |
| JPMorgan | 174,177 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 115,910 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 114,600 | 0 | 0 | 0 | For |
| World Funds Trust | 72,823 | 0 | 0 | 0 | For |
| First Trust | 68,736 | 0 | 0 | 0 | For |
| Jackson National | 66,740 | 0 | 0 | 0 | For |
| Principal | 65,864 | 0 | 0 | 0 | For |
| Equitable | 65,120 | 0 | 0 | 0 | For |
| Prudential/PGIM | 61,518 | 0 | 0 | 0 | For |
| Northern Trust | 55,220 | 0 | 0 | 0 | For |
| Goldman Sachs | 52,946 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 51,951 | 0 | 0 | 0 | For |
| American Century | 46,190 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 46,033 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 45,525 | 0 | 0 | 0 | For |
| Voya | 44,884 | 0 | 0 | 0 | For |
Showing the 25 largest of 84 asset managers. See all 84 in the interactive database.
99.7% fund support · no official result
The 5 asset managers below cast 99.7% of the shares they voted on this item FOR (330,241 for, 671 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 226,084 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 73,232 | 0 | 0 | 0 | For |
| Empower | 18,809 | 0 | 0 | 0 | For |
| ALGERT GLOBAL LLC | 12,116 | 0 | 0 | 0 | For |
| Desjardins Global Asset Management Inc. | 0 | 671 | 0 | 0 | Against |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (92,041 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| CLEARWATER INVESTMENT TRUST | 73,232 | 0 | 0 | 0 | For |
| Empower | 18,809 | 0 | 0 | 0 | For |
Ranked by the number of SCANSOURCE INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 24,005,107 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 17.40% |
| 2 | Vanguard | 14.45% |
| 3 | Victory Capital | 14.26% |
| 4 | Dimensional | 7.89% |
| 5 | PZENA INVESTMENT MANAGEMENT LLC | 6.28% |
| 6 | Invesco | 5.85% |
| 7 | Charles Schwab | 5.42% |
| 8 | State Street | 5.35% |
| 9 | Fidelity | 2.74% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.24% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock, Inc. | 19.30% | DEF14A |
| Vanguard Group | 11.45% | 13F |
| Dimensional Fund Advisors LP | 8.06% | DEF14A |
| Pzena Investment Management, LLC | 7.89% | DEF14A |
| s.s. Or | 7.89% | 13G |
| Victory Capital Management Inc. | 7.27% | DEF14A |
| Alma Consulting & Investments S.L. and Orlando Alonso Villarón | 5.67% | DEF14A |
| S | 5.67% | 13G |
| State Street | 4.08% | 13F |
| Michael L. Baur | 2.86% | DEF14A |
Percentages above are of 24,005,107 shares outstanding, as reported by SCANSOURCE INC. on its Form 10-Q dated 2024-09-30 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from SCANSOURCE INC.’s 10-Q dated 2024-09-30. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At SCANSOURCE INC.'s shareholder meeting held 2024-01-25, in the 2023-2024 proxy season, 229 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,817 separate fund positions. Their filings are grouped here into 12 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. SCANSOURCE INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Advisory vote to approve ScanSource's named executive officer compensation. — the reporting funds cast 99.2% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
SCANSOURCE INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.