StepanSCL

13F holders, Q1 2024 (March 31)
200holders
3famous investors
$90.04avg. 13F price*

At the end of Q1 2024, 200 institutions reported holding Stepan Co. (SCL) in their 13F filings. The largest holders were BlackRock Inc. ($307.0M), Vanguard Group Inc. ($230.9M) and HighTower Advisors, LLC ($168.3M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Stepan Co.
CUSIP
858586100
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 200Q1 2024Q2 2024: 215Q2 2024Q3 2024: 231Q3 2024Q4 2024: 208Q4 2024Q1 2025: 201Q1 2025Q2 2025: 204Q2 2025Q3 2025: 204Q3 2025Q4 2025: 209Q4 2025Q1 2026: 224Q1 2026Q2 2026: 231Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions19$6.2M
Exits16$6.5M

Ownership 200 holders

BlackRock Inc. 0.01% Reduce -2.5% 3,409,890 $307.0M
Vanguard Group Inc. 0.00% Add +0.1% 2,564,498 $230.9M
HighTower Advisors, LLC 0.27% Reduce -8.7% 1,868,655 $168.3M
Dimensional Fund Advisors LP 0.03% Add +3.7% 1,245,186 $112.1M
State Street Corp. 0.00% Reduce -0.6% 1,205,450 $108.5M
Victory Capital Management Inc. 0.06% Add +39.6% 721,362 $65.0M
Westwood Holdings Group Inc. 0.50% Add +0.6% 694,196 $62.5M
First Trust Advisors LP 0.06% Reduce -6.8% 675,923 $60.9M
Morgan Stanley 0.00% Reduce -1.4% 505,849 $45.5M
Geode Capital Management, LLC 0.00% Add +2.3% 464,165 $41.8M
Deprince Race & Zollo Inc. 0.79% Reduce -0.4% 406,805 $36.6M
Charles Schwab Investment Management Inc. 0.01% Add +4.9% 339,268 $30.5M
Bank of New York Mellon Corp 0.01% Reduce -1.8% 318,901 $28.7M
NFJ Investment Group, LLC 0.72% Reduce -5.6% 293,662 $26.4M
Northern Trust Corp. 0.00% Reduce -2.0% 273,383 $24.6M
Southernsun Asset Management, LLC 2.63% Reduce -14.3% 262,576 $23.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -4.1% 169,845 $15.3M
JPMorgan Chase & Co. 0.00% Reduce -0.5% 141,832 $12.8M
American Century Companies Inc. 0.01% Add +10.9% 139,871 $12.6M
Invesco Ltd. 0.00% Reduce -3.9% 127,852 $11.5M
Bank of America Corp. 0.00% Reduce -5.3% 122,817 $11.1M
Grace & White Inc. 2.01% Reduce -0.2% 122,647 $11.0M
Norges Bank 0.00% Reduce -14.6% 116,227 $10.5M
Principal Financial Group Inc. 0.01% Reduce -0.3% 110,373 $9.9M
Russell Investments Group, Ltd. 0.02% Add +2.2% 107,518 $9.7M
Nuveen Asset Management, LLC 0.00% Add +1.1% 92,678 $8.3M
ProShare Advisors LLC 0.02% Reduce -6.0% 90,212 $8.1M
UBS Group AG 0.00% Reduce -11.5% 83,911 $7.6M
Rhumbline Advisers 0.01% Reduce -4.5% 82,303 $7.4M
Public Employees Retirement System of Ohio 0.03% Reduce -9.5% 70,837 $6.4M
First Eagle Investment Management, LLC 0.01% Add +36.3% 70,376 $6.3M
Legal & General Group Plc 0.00% Add +0.1% 62,694 $5.6M
Ameriprise Financial Inc. 0.00% Reduce -3.6% 61,836 $5.6M
O'Keefe Stevens Advisory, Inc. 1.74% Add +1.8% 58,767 $5.3M
Goldman Sachs Group Inc. 0.00% Reduce -16.6% 44,237 $4.0M
Swiss National Bank 0.00% No change 44,100 $4.0M
Public Sector Pension Investment Board 0.03% Reduce -1.2% 43,559 $3.9M
Dean Investment Associates, LLC 0.53% Add +9.1% 43,166 $3.9M
Millennium Management 0.00% Add +899.7% 41,278 $3.7M
Fisher Asset Management 0.00% Reduce 0.0% 38,960 $3.5M
New York State Teachers Retirement System 0.01% Reduce -1.3% 37,610 $3.4M
Credit Suisse AG/ 0.00% Add +14.0% 32,026 $2.9M
Meiji Yasuda Asset Management Co Ltd. 0.12% Add +43.0% 31,600 $2.8M
State of New Jersey Common Pension Fund D 0.01% No change 30,415 $2.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +13.7% 29,031 $2.6M
Romano Brothers and Company 0.34% Reduce -0.1% 27,840 $2.5M
CenterBook Partners LP 0.17% Add +169.9% 26,796 $2.4M
Barclays PLC 0.00% Reduce -35.7% 26,038 $2.3M
CANADA LIFE ASSURANCE Co 0.00% Add +10.5% 25,608 $2.3M
Prudential Financial Inc. 0.00% Reduce -3.6% 23,615 $2.1M
Alliancebernstein L.P. 0.00% Reduce -1.4% 23,352 $2.1M
California State Teachers Retirement System 0.00% Reduce -5.0% 22,261 $2.0M
Voloridge Investment Management, LLC 0.01% Add +56.5% 19,604 $1.8M
Texas Permanent School Fund Corp. 0.01% Add +1.3% 18,597 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 18,434 $1.7M
Bahl & Gaynor LLC 0.01% Reduce -0.1% 18,398 $1.7M
Citigroup Inc. 0.00% Add +32.0% 17,326 $1.6M
Wells Fargo & Company 0.00% Add +7.3% 15,555 $1.4M
Dean Capital Management 0.77% Add +10.3% 14,783 $1.3M
Legato Capital Management LLC 0.16% Add +10.3% 14,783 $1.3M
Wellington Shields Capital Management, LLC 0.25% No change 14,500 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +5.9% 13,878 $1.3M
Envestnet Asset Management Inc. 0.00% Add +7.7% 13,744 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -1.0% 12,945 $1.2M
Greenfield Seitz Capital Management, LLC 0.43% Reduce -4.1% 12,870 $1.2M
US Bancorp \de 0.00% Reduce -0.3% 12,690 $1.1M
Jane Street Group, LLC 0.00% Add +62.7% 12,438 $1.1M
Illinois Municipal Retirement Fund 0.02% Add +2.9% 12,422 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -55.0% 12,300 $1.1M
Balyasny Asset Management L.P. 0.00% Add +198.9% 11,588 $1.0M
American International Group, Inc. 0.00% Reduce -0.9% 11,492 $1.0M
Deutsche Bank AG 0.00% Add +5.3% 11,454 $1.0M
Manufacturers Life Insurance Company, The 0.00% Add +11.1% 11,379 $1.0M
Citadel Advisors 0.00% Add +15.0% 11,204 $1.0M
BNP Paribas Financial Markets 0.00% Add +49.3% 11,173 $1.0M
Bank of Montreal 0.00% Add +0.6% 11,090 $1.0M
Cwm, LLC 0.00% Reduce -4.6% 10,945 $986K
MetLife Investment Management, LLC 0.01% Reduce -3.9% 10,875 $979K
Louisiana State Employees Retirement System 0.02% Reduce -0.9% 10,500 $945K
Janus Henderson Group PLC 0.00% No change 9,854 $886K
Yousif Capital Management, LLC 0.01% Reduce -9.0% 9,573 $862K
Royal Bank of Canada 0.00% Reduce -40.4% 9,260 $834K
State of Tennessee, Department of Treasury 0.00% Add +4.0% 8,936 $805K
New York State Common Retirement Fund 0.00% Reduce -0.1% 8,881 $800K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 8,802 $793K
Comerica Bank 0.00% Reduce -10.1% 8,784 $791K
Nisa Investment Advisors, LLC 0.00% Add +0.8% 8,349 $752K
Creative Planning 0.00% Add +0.3% 8,208 $739K
Moneta Group Investment Advisors LLC 0.01% New 8,085 $728K
Gsa Capital Partners LLP 0.06% New 8,057 $725K
Eisler Capital (US) LLC 0.24% New 7,986 $719K
Squarepoint Ops LLC 0.00% New 7,928 $714K
SpiderRock Advisors, LLC 0.02% — 7,928 $680K
Swedbank AB 0.00% No change 7,201 $648K
Ethic Inc. 0.02% Reduce -6.0% 7,139 $643K
Maryland State Retirement & Pension System 0.01% No change 7,723 $635K
Voya Investment Management LLC 0.00% Reduce -17.8% 7,050 $635K
Teachers Retirement System of the State of Kentucky 0.01% No change 6,922 $623K
State Board of Administration of Florida Retirement System 0.00% Reduce -1.8% 5,972 $615K
Amalgamated Bank 0.01% Reduce -16.2% 6,666 $600K
Rathbones Group PLC 0.00% No change 6,650 $599K
Savant Capital, LLC 0.01% Reduce -11.7% 6,510 $586K
Corient Private Wealth LP 0.00% Add +1.0% 6,500 $585K
Forum Financial Management, LP 0.01% Add +2.4% 6,348 $572K
Arizona State Retirement System 0.00% Reduce -1.6% 6,147 $553K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.0% 5,716 $515K
UniSuper Management Pty Ltd 0.00% New 5,687 $512K
Sherbrooke Park Advisers LLC 0.09% New 5,343 $481K
Quantum Capital Management, LLC / NJ 0.05% No change 5,010 $451K
Y-Intercept (Hong Kong) Ltd 0.03% New 5,008 $451K
SG Americas Securities, LLC 0.00% Add +324.0% 4,855 $437K
Burney Co./ 0.02% No change 4,802 $432K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -15.9% 4,771 $430K
Acadian Asset Management LLC 0.00% No change 4,769 $429K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 4,589 $413K
Quadrature Capital Ltd 0.01% Reduce -50.3% 4,380 $395K
Campbell & CO Investment Adviser LLC 0.03% New 4,343 $391K
Sit Investment Associates Inc. 0.01% Add +20.1% 4,325 $389K
LPL Financial LLC 0.00% Add +59.1% 4,260 $384K
Brown Advisory Inc. 0.00% No change 4,195 $378K
Handelsbanken Fonder AB 0.00% No change 4,165 $375K
New York Life Investment Management LLC 0.00% Add +20.4% 4,067 $366K
Amundi 0.00% Add +38.9% 4,384 $360K
Inspire Investing, LLC 0.04% Reduce -1.8% 3,987 $359K
Caitlin John, LLC 0.27% Add +2.5% 3,938 $355K
Dynamic Technology Lab Private Ltd 0.04% New 3,752 $338K
Keybank National Association 0.00% Add +46.1% 3,750 $338K
Jacobs Levy Equity Management, Inc. 0.00% No change 3,688 $332K
Daiwa Securities Group Inc. 0.00% Add +42.2% 3,683 $332K
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 3,670 $330K
Mutual of America Capital Management LLC 0.00% Reduce -1.6% 3,661 $330K
Mariner, LLC 0.00% Reduce -3.8% 3,608 $325K
Public Employees Retirement Association of Colorado 0.00% Reduce -3.8% 3,566 $321K
XTX Topco Ltd 0.04% New 3,328 $300K
HSBC Holdings PLC 0.00% New 3,137 $282K
Legacy Wealth Asset Management, LLC 0.08% Add +0.3% 3,061 $276K
IHT Wealth Management, LLC 0.01% No change 2,830 $255K
Vanguard Personalized Indexing Management, LLC 0.01% Add +9.3% 2,758 $248K
Praxis Investment Management Inc. 0.02% No change 2,730 $246K
Aquatic Capital Management LLC 0.01% New 2,700 $243K
Inceptionr LLC 0.06% Add +19.0% 2,557 $230K
Howe & Rusling Inc. 0.02% New 2,549 $230K
Shell Asset Management Co. 0.01% Reduce -9.1% 2,674 $225K
TFG Advisers LLC 0.09% Reduce -9.1% 2,448 $220K
Pictet Asset Management Holding SA 0.00% No change 2,422 $218K
Quadrant Capital Group LLC 0.02% Add +2.0% 2,380 $214K
Catalyst Funds Management Pty Ltd 0.06% — 2,280 $205K
Ameritas Investment Partners, Inc. 0.01% No change 2,118 $191K
FMR LLC 0.00% Reduce -6.7% 1,340 $121K
IFP Advisors, Inc 0.00% No change 1,200 $108K
Signaturefd, LLC 0.00% Add +3.8% 1,145 $103K
Metropolitan Life Insurance Co 0.00% Reduce -8.2% 1,127 $101K
Huntington National Bank 0.00% Add +15.6% 1,083 $98K
KBC Group NV 0.00% No change 649 $58K
Clarity Asset Management, Inc. 0.04% Add +2.4% 600 $54K
Adirondack Trust Co. 0.02% No change 500 $45K
Exchange Traded Concepts, LLC 0.00% Reduce -3.3% 495 $45K
PEAK6 Investments LLC 0.00% New 480 $43K
Copeland Capital Management, LLC 0.00% Add +0.7% 456 $41K
Beacon Capital Management, LLC 0.01% No change 400 $36K
Global Retirement Partners, LLC 0.00% New 397 $36K
Osaic Holdings, Inc. 0.00% Reduce -30.5% 381 $34K
Leonteq Securities AG 0.00% Reduce -4.8% 379 $34K
Creative Financial Designs Inc. 0.00% Reduce -85.9% 330 $30K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.0% 324 $29K
Fifth Third Bancorp 0.00% No change 269 $24K
Versant Capital Management, Inc 0.01% No change 217 $20K
Lindbrook Capital, LLC 0.00% No change 213 $19K
Studio Investment Management LLC 0.00% No change 200 $18K
Allworth Financial LP 0.00% Reduce -1.0% 196 $18K
Nomura Asset Management Co. Ltd. 0.00% No change 150 $14K
GAMMA Investing LLC 0.00% Reduce -49.2% 121 $11K
Parallel Advisors, LLC 0.00% Add +365.4% 121 $11K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 101 $9K
Avior Wealth Management, LLC 0.00% New 88 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 75 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -6.3% 59 $5K
Oakworth Capital, Inc. 0.00% No change 50 $5K
EverSource Wealth Advisors, LLC 0.00% Add +880.0% 49 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 45 $4K
Manchester Capital Management LLC 0.00% Reduce -14.3% 42 $4K
Bessemer Group Inc. 0.00% No change 32 $3K
LGT Financial Advisors LLC 0.00% No change 32 $3K
Sugarloaf Wealth Management, LLC 0.00% No change 28 $3K
Pacer Advisors, Inc. 0.00% No change 27 $2K
Farther Finance Advisors, LLC 0.00% Reduce -7.4% 25 $2K
Bell Investment Advisors, Inc 0.00% No change 21 $2K
Farmers & Merchants Investments Inc. 0.00% No change 16 $1K
AlphaQuest LLC 0.00% New 15 $1K
JFS Wealth Advisors, LLC 0.00% Add +114.3% 15 $1K
Private Wealth Management Group, LLC 0.00% No change 14 $1K
Principal Securities, Inc. 0.00% No change 14 $1K
Parkside Financial Bank & Trust 0.00% No change 10 $901
UMB Bank, n.a. 0.00% New 8 $720
SJS Investment Consulting Inc. 0.00% No change 6 $541
Smartleaf Asset Management LLC 0.00% New 5 $448
Abound Wealth Management 0.00% No change 4 $361
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $361
TFO Wealth Partners, LLC 0.00% No change 1 $90
Covestor Ltd 0.00% Reduce -50.0% 1 $0

"% of holder's portfolio" is SCL's weight in each manager's 13F, not the share of Stepan Co. the manager owns.