SCOUT INVESTMENTS, INC.

Registered adviser

CIK

1161927

Location

KANSAS CITY, MO

Portfolio Value

Mid $3,667,082,328

Diversification

Diversified

Reports for

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC CARILLON TOWER ADVISERS, INC.

Filing Date

Global Rank

#870 / 7,445 ▼ 51 · as of Sep 2024

Top Industry

Utilities - Regulated Electric 4.3%

Period ended 2 years ago

Filed Nov 12, 2024 · 1y

19 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 111787

Roster of Oct 1, 2026

Regulatory AUM

$36,569,657,723

Main clients

Diversified

Private funds

3 funds · Other private funds

Focus by gross assets, Schedule D of Dec 18, 2024

$2,980,468,216 gross assets

LEI

DZ466HY86D4U5HRY0D72

Private funds on Schedule D 7.B.(1)

As filed Dec 18, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$2,980,468,216 gross assets in 3 funds Other private funds $2,979,942,430 (2) Hedge funds $525,786 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Jan 2026 to Oct 2026	$36,569,657,723	Diversified
Jan 2025 to Dec 2025	$33,033,194,860	Diversified
Jan 2024 to Dec 2024	$29,020,096,797	Diversified
May 2023 to Dec 2023	$26,303,652,335	Diversified
Jan 2023 to Apr 2023	$26,303,652,335	Diversified
Jan 2022 to Dec 2022	$30,734,496,748	Diversified

2 earlier changes not shown.

13F reports continue under

RAYMOND JAMES FINANCIAL INC from Dec 31, 2024

Portfolio style

Measured from the filed 13F common-share book for Sep 30, 2024, never from the firm's own description.

Style

Diversified active

Top 10 weight 16.1%, 120.2 effective positions, active share 87.8% against the S&P MidCap 400 as of 2024-09-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

51.3% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 10.2 quarters, but 23.7% of the book was already held when coverage starts

Closest benchmark: the S&P MidCap 400 as of 2024-09-30, active share 87.8%; sector active share 26.1% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

187 tracked positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024

Top Position

1.9%

−0.2 pts

Top 5

8.5%

−0.8 pts

Top 10

16.1%

−0.9 pts

HHI

Diversified+0

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2024

Sector	% Portfolio	Value	Positions
Industrials	18.5%	$679,363,133	32
Technology	13.6%	$498,265,583	35
Consumer Cyclical	13.3%	$487,452,239	24
Financial Services	12.3%	$449,409,308	19
Healthcare	12.1%	$442,968,917	27
Real Estate	8.6%	$313,613,278	11
Utilities	5.2%	$190,668,668	4
Basic Materials	5.0%	$183,652,652	11
Consumer Defensive	4.2%	$154,065,993	8
Communication Services	4.2%	$153,856,421	7
Energy	3.1%	$113,766,136	7
Unclassified	0.0%	$0	2

Last Quarter's Activity

Export CSV

Sep 30, 2024 vs Jun 30, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EQT	EQT Corp	+682,565	1,292,475	$47,356,284
DAL	Delta Air Lines, Inc.	+498,949	1,198,192	$60,856,170
PPL	PPL Corp	+248,883	1,811,946	$59,939,173
HST	Host Hotels & Resorts, Inc.	+245,491	897,448	$15,795,084
DAR	Darling Ingredients Inc.	+208,123	745,637	$27,707,870
CNC	Centene Corp	+171,735	663,555	$49,952,420
MCHP	Microchip Technology Inc	+168,747	386,420	$31,025,661
ALGM	Allegro Microsystems, Inc.	+166,512	555,902	$12,952,516
BF-B	Brown Forman Corp	+139,769	476,903	$23,463,627
UDR	UDR, Inc.	+134,117	454,961	$20,627,931
LKQ	Lkq Corp	+127,008	456,365	$18,218,090
CFG	Citizens Financial Group Inc	+126,366	764,262	$31,388,240
HSIC	Henry Schein Inc	+88,974	318,865	$23,245,258
FCX	Freeport-Mcmoran Inc	+78,601	428,282	$21,379,837
CHD	Church & Dwight Co Inc	+72,689	209,550	$21,944,076
CIEN	Ciena Corp	+71,600	469,622	$28,924,018
CRBG	Corebridge Financial, Inc.	+68,655	647,291	$18,875,005
CSGP	Costar Group, Inc.	+67,574	200,111	$15,096,373
WDAY	Workday, Inc.	+58,123	89,831	$21,955,594
THO	Thor Industries Inc	+49,873	250,928	$27,574,477
ROST	Ross Stores, Inc.	+40,357	97,264	$14,639,204
EHC	Encompass Health Corp	+38,322	576,276	$55,691,312
ADC	Agree Realty Corp	+35,624	946,511	$71,300,673
ATI	Ati Inc	+31,079	475,384	$31,807,943
MLM	Martin Marietta Materials Inc	+29,390	61,088	$32,880,616
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	−2,379,219	638,802	$23,763,434
FHN	First Horizon Corp	−621,305	3,790,767	$58,870,611
HBAN	Huntington Bancshares Inc	−580,193	2,029,816	$29,838,295
HOOD	Robinhood Markets, Inc.	−429,815	450,097	$10,541,271
EW	Edwards Lifesciences Corp	−247,368	533,289	$35,191,741
CGNX	Cognex Corp	−197,695	172,912	$7,002,936
NE	Noble Corp plc	−160,813	434,686	$15,709,552
APP	AppLovin Corp	−155,534	279,672	$36,511,179
P	Everpure, Inc.	−133,557	178,761	$8,980,952
EVR	Evercore Inc.	−116,396	145,751	$36,924,558
—		−109,538	193,296	$24,602,714
TKO	TKO Group Holdings, Inc.	−103,691	212,017	$26,228,623
OSW	ONESPAWORLD HOLDINGS Ltd	−80,691	498,395	$8,228,501
KTOS	Kratos Defense & Security Solutions, Inc.	−74,901	462,725	$10,781,492
CARR	CARRIER GLOBAL Corp	−71,934	258,449	$20,802,560
FOUR	Shift4 Payments, Inc.	−69,775	592,205	$52,469,363
KNX	Knight-Swift Transportation Holdings Inc.	−67,768	183,979	$9,925,667
IBKR	Interactive Brokers Group, Inc.	−64,801	86,345	$12,033,039
TER	Teradyne, Inc	−62,401	110,849	$14,846,006
A	Agilent Technologies, Inc.	−62,016	203,514	$30,217,758
CRDO	Credo Technology Group Holding Ltd	−61,195	377,561	$11,628,878
LYV	Live Nation Entertainment, Inc.	−61,005	163,232	$17,872,271
MGNI	Magnite, Inc.	−56,491	348,946	$4,832,902
PWR	Quanta Services, Inc.	−55,290	176,056	$52,491,096
STAG	STAG Industrial, Inc.	−54,316	1,331,870	$52,062,798
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
GEHC	GE HealthCare Technologies Inc.	370,503	$34,771,706
VIK	Viking Holdings Ltd	980,650	$34,214,878
MNST	Monster Beverage Corp	521,605	$27,212,132
AGNC	AGNC Investment Corp.	2,458,812	$25,719,173
KEYS	Keysight Technologies, Inc.	128,448	$20,414,240
DD	DuPont de Nemours, Inc.	216,899	$19,327,877
ZS	Zscaler, Inc.	107,462	$18,369,554
STEP	StepStone Group Inc.	316,570	$17,990,673
MDB	MongoDB, Inc.	65,772	$17,781,460
CSL	Carlisle Companies Inc	37,973	$17,078,356
TRGP	Targa Resources Corp.	108,507	$16,060,121
CUZ	Cousins Properties Inc	538,258	$15,867,845
CLS	Celestica Inc	278,050	$14,213,916
COKE	Coca-Cola Consolidated, Inc.	10,126	$13,329,866
RMBS	Rambus Inc	226,269	$9,553,077
CORT	Corcept Therapeutics Inc	149,569	$6,922,053
ASPN	Aspen Aerogels Inc	220,332	$6,100,993
AMSC	American Superconductor Corp	198,035	$4,673,626
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
ALLY	Ally Financial Inc.	824,844	$32,721,561
BMRN	Biomarin Pharmaceutical Inc	388,205	$31,960,917
DELL	Dell Technologies Inc.	190,057	$26,210,760
CPRT	Copart Inc	469,912	$25,450,433
SMCI	Super Micro Computer, Inc.	27,377	$22,431,344
CELH	Celsius Holdings, Inc.	371,988	$21,236,794
VMC	Vulcan Materials CO	80,371	$19,986,660
CRWD	CrowdStrike Holdings, Inc.	49,823	$19,091,675
ANET	Arista Networks, Inc.	51,341	$17,993,993
BKR	Baker Hughes Co	497,132	$17,484,132
KNSL	Kinsale Capital Group, Inc.	42,592	$16,409,845
NUE	Nucor Corp	97,289	$15,379,445
IR	Ingersoll Rand Inc.	155,631	$14,137,520
MTN	Vail Resorts Inc	70,493	$12,697,904
VST	Vistra Corp.	139,187	$11,967,298
MOH	Molina Healthcare, Inc.	32,820	$9,757,386
BLDR	Builders FirstSource, Inc.	68,942	$9,542,262
TKR	Timken Co	104,146	$8,345,218
TPL	Texas Pacific Land Corp	11,085	$8,139,384
INSM	INSMED Inc	113,431	$7,599,877
PCRX	Pacira BioSciences, Inc.	125,571	$3,592,586
SRI	Stoneridge Inc	214,627	$3,425,446
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

187 tracked positions · $3,667,082,328 total · filing declares 192 positions · $3,804,253,823 · as of Sep 30, 2024

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 187 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
ADC	Agree Realty Corp Real Estate	Added	946,511	+35,624	$71,300,673	+26.4%	19+	before history	1.94%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	302,996	-34,716	$62,074,790	+8.1%	12	$123.28	1.69%
DAL	Delta Air Lines, Inc. Industrials	Added	1,198,192	+498,949	$60,856,170	+83.5%	11	$39.90	1.66%
PPL	PPL Corp Utilities	Added	1,811,946	+248,883	$59,939,173	+38.7%	6	$28.06	1.63%
FHN	First Horizon Corp Financial Services	Reduced	3,790,767	-621,305	$58,870,611	−15.4%	6	$13.08	1.61%
MAA	Mid America Apartment Communities Inc. Real Estate	Added	367,374	+9,413	$58,375,728	+14.4%	19+	before history	1.59%
CNP	Centerpoint Energy Inc Utilities	Reduced	1,942,773	-12,992	$57,156,381	−5.7%	18	$29.03	1.56%
EHC	Encompass Health Corp Healthcare	Added	576,276	+38,322	$55,691,312	+20.7%	3	$77.77	1.52%
PWR	Quanta Services, Inc. Industrials	Reduced	176,056	-55,290	$52,491,096	−10.7%	15	$126.90	1.43%
FOUR	Shift4 Payments, Inc. Technology	Reduced	592,205	-69,775	$52,469,363	+8.1%	3	$73.38	1.43%
STAG	STAG Industrial, Inc. Real Estate	Reduced	1,331,870	-54,316	$52,062,798	+4.2%	16	$33.26	1.42%
COR	Cencora, Inc. Healthcare	Added	228,142	+27,914	$51,350,201	+13.8%	15	$170.77	1.40%
CNC	Centene Corp Healthcare	Added	663,555	+171,735	$49,952,420	+53.2%	5	$68.47	1.36%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	128,226	-29,833	$48,175,790	−20.1%	19+	before history	1.31%
EQT	EQT Corp Energy	Added	1,292,475	+682,565	$47,356,284	+110.0%	2	$36.45	1.29%
WEC	Wec Energy Group, Inc. Utilities	Reduced	434,676	-4,105	$41,807,137	+21.4%	19+	before history	1.14%
DHI	Horton D R Inc Consumer Cyclical	Reduced	214,660	-4,883	$40,950,688	+32.4%	10	$98.96	1.12%
OMC	Omnicom Group Inc. Communication Services	Added	392,229	+9,158	$40,552,556	+18.0%	3	$89.91	1.11%
AXS	Axis Capital Holdings Ltd Financial Services	Reduced	486,740	-33,295	$38,749,371	+5.5%	11	$57.40	1.06%
EVR	Evercore Inc. Financial Services	Reduced	145,751	-116,396	$36,924,558	−32.4%	7	$128.00	1.01%
APP	AppLovin Corp Communication Services	Reduced	279,672	-155,534	$36,511,179	+0.8%	6	$37.32	1.00%
SN	SharkNinja, Inc. Consumer Cyclical	Reduced	331,084	-22,803	$35,992,141	+35.3%	2	$70.43	0.98%
EW	Edwards Lifesciences Corp Healthcare	Reduced	533,289	-247,368	$35,191,741	−51.2%	2	$88.55	0.96%
GEHC	GE HealthCare Technologies Inc. Healthcare	NEW	370,503	NEW	$34,771,706	NEW	1	$83.94	0.95%
MRVL	Marvell Technology, Inc. Technology	Added	479,426	+1,491	$34,576,203	+3.5%	5	$67.40	0.94%
VIK	Viking Holdings Ltd Consumer Cyclical	NEW	980,650	NEW	$34,214,878	NEW	1	$34.22	0.93%
URI	United Rentals, Inc. Industrials	Reduced	41,756	-7,137	$33,811,085	+6.9%	19+	before history	0.92%
PH	Parker-Hannifin Corp Industrials	Reduced	52,686	-5,447	$33,288,068	+13.2%	6	$364.83	0.91%
HUBB	Hubbell Inc Industrials	Reduced	76,843	-17,162	$32,915,699	−4.2%	9	$232.57	0.90%
MLM	Martin Marietta Materials Inc Basic Materials	Added	61,088	+29,390	$32,880,616	+91.5%	19+	before history	0.90%
ATI	Ati Inc Industrials	Added	475,384	+31,079	$31,807,943	+29.1%	2	$56.42	0.87%
ATO	Atmos Energy Corp Utilities	Added	229,010	+13,115	$31,765,977	+26.1%	4	$112.71	0.87%
CFG	Citizens Financial Group Inc Financial Services	Added	764,262	+126,366	$31,388,240	+36.6%	19+	before history	0.86%
MUSA	Murphy USA Inc. Consumer Cyclical	Reduced	63,343	-13,242	$31,219,864	−13.2%	10	$252.56	0.85%
MCHP	Microchip Technology Inc Technology	Added	386,420	+168,747	$31,025,661	+55.8%	7	$84.27	0.85%
A	Agilent Technologies, Inc. Healthcare	Reduced	203,514	-62,016	$30,217,758	−12.2%	8	$142.92	0.82%
RBA	Rb Global Inc. Industrials	Added	374,071	+13,776	$30,108,974	+9.4%	6	$58.52	0.82%
HBAN	Huntington Bancshares Inc Financial Services	Reduced	2,029,816	-580,193	$29,838,295	−13.3%	3	$12.95	0.81%
BYD	Boyd Gaming Corp Consumer Cyclical	Added	450,857	+9,275	$29,147,905	+19.8%	4	$61.05	0.79%
CIEN	Ciena Corp Technology	Added	469,622	+71,600	$28,924,018	+50.8%	3	$52.29	0.79%
TXT	Textron Inc Industrials	Reduced	325,329	-18,290	$28,817,642	−2.3%	19+	before history	0.79%
EG	Everest Group, Ltd. Financial Services	Added	73,063	+21,912	$28,628,275	+46.9%	18	$317.61	0.78%
BC	Brunswick Corp Consumer Cyclical	Reduced	334,062	-21,585	$28,001,076	+8.2%	7	$82.44	0.76%
DAR	Darling Ingredients Inc. Consumer Defensive	Added	745,637	+208,123	$27,707,870	+40.3%	19+	before history	0.76%
THO	Thor Industries Inc Consumer Cyclical	Added	250,928	+49,873	$27,574,477	+46.8%	19+	before history	0.75%
HSY	Hershey Co Consumer Defensive	Added	143,456	+25,140	$27,511,991	+26.5%	11	$200.96	0.75%
MNST	Monster Beverage Corp Consumer Defensive	NEW	521,605	NEW	$27,212,132	NEW	1	$49.54	0.74%
BAH	Booz Allen Hamilton Holding Corp Industrials	Reduced	164,603	-31,224	$26,790,784	−11.1%	16	$102.35	0.73%
XYL	Xylem Inc. Industrials	Reduced	198,395	-11,585	$26,789,276	−5.9%	4	$105.36	0.73%
EGP	Eastgroup Properties Inc Real Estate	Reduced	141,034	-8,516	$26,347,971	+3.6%	13	$171.03	0.72%

Showing the top 50 of 187 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.