StepanSCL

13F holders, Q3 2024 (September 30)
231holders +16
36new positions
22sold out
7famous investors
$77.26avg. 13F price*

At the end of Q3 2024, 231 institutions reported holding Stepan Co. (SCL) in their 13F filings, up 16 from Q2 2024. 36 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($257.9M), Vanguard Group Inc. ($195.8M) and HighTower Advisors, LLC ($116.7M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions36$18.6M
Exits22$30.1M

All 13F filers, Q2 2024 → Q3 2024: 1,745,097 shares bought and 1,533,362 shares sold, net +211,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 231 holders

BlackRock, Inc. 0.01% — 3,337,914 $257.9M
Vanguard Group Inc. 0.00% Reduce -0.5% 2,534,764 $195.8M
HighTower Advisors, LLC 0.17% Reduce -10.7% 1,510,542 $116.7M
Dimensional Fund Advisors LP 0.02% Add +1.0% 1,292,368 $99.8M
State Street Corp. 0.00% Add +1.5% 1,195,187 $92.3M
Westwood Holdings Group Inc. 0.51% Add +15.2% 860,719 $66.5M
First Trust Advisors LP 0.05% Add +14.1% 642,765 $49.7M
Morgan Stanley 0.00% Add +23.3% 561,650 $43.4M
Deprince Race & Zollo Inc. 0.78% Add +24.9% 529,944 $40.9M
Geode Capital Management, LLC 0.00% Add +1.0% 486,976 $37.6M
American Century Companies Inc. 0.02% Add +87.5% 396,180 $30.6M
Charles Schwab Investment Management Inc. 0.01% Add +5.3% 374,220 $28.9M
Southernsun Asset Management, LLC 2.83% Add +11.0% 309,447 $23.9M
Bank of New York Mellon Corp 0.00% Reduce -8.6% 297,541 $23.0M
Northern Trust Corp. 0.00% Reduce -2.0% 248,983 $19.2M
Cresset Asset Management, LLC 0.05% Add +74.0% 175,107 $13.5M
Gotham Asset Management 0.14% Add +0.8% 170,206 $13.1M
Russell Investments Group, Ltd. 0.02% Add +44.5% 167,678 $13.0M
JPMorgan Chase & Co. 0.00% Add +19.8% 142,790 $11.0M
Goldman Sachs Group Inc. 0.00% Add +141.9% 137,708 $10.6M
Grace & White Inc. 1.71% Reduce -1.2% 121,147 $9.4M
Millennium Management 0.01% Add +208.2% 109,974 $8.5M
ProShare Advisors LLC 0.02% Add +34.4% 102,381 $7.9M
Principal Financial Group Inc. 0.00% Reduce -5.3% 99,766 $7.7M
Invesco Ltd. 0.00% Reduce -17.2% 98,956 $7.6M
Voloridge Investment Management, LLC 0.03% Add +127.1% 93,870 $7.3M
Jacobs Levy Equity Management, Inc. 0.03% Add +409.2% 92,053 $7.1M
Nuveen Asset Management, LLC 0.00% Reduce -0.7% 91,557 $7.1M
Assenagon Asset Management S.A. 0.01% Add +924.5% 82,901 $6.4M
Norges Bank 0.00% Reduce -20.4% 79,151 $6.1M
UBS Group AG 0.00% Add +7.9% 78,849 $6.1M
Rhumbline Advisers 0.01% Reduce -2.7% 78,387 $6.1M
Allspring Global Investments Holdings, LLC 0.01% Reduce -41.2% 75,585 $5.8M
First Eagle Investment Management, LLC 0.01% Add +2.8% 72,876 $5.6M
Public Employees Retirement System of Ohio 0.02% Add +14.6% 72,490 $5.6M
Bank of America Corp. 0.00% Reduce -51.6% 61,206 $4.7M
CenterBook Partners LP 0.29% Add +37.2% 60,925 $4.7M
O'Keefe Stevens Advisory, Inc. 1.42% Add +1.2% 60,713 $4.7M
Legal & General Group Plc 0.00% Reduce -1.8% 60,691 $4.7M
Ameriprise Financial Inc. 0.00% Reduce -10.4% 52,017 $4.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.0% 51,282 $4.0M
Public Sector Pension Investment Board 0.02% Reduce -4.5% 44,850 $3.5M
Barclays PLC 0.00% Add +177.6% 44,790 $3.5M
Swiss National Bank 0.00% No change 44,100 $3.4M
New York State Common Retirement Fund 0.00% Add +391.3% 43,627 $3.4M
Fisher Asset Management 0.00% Reduce -1.5% 38,360 $3.0M
Cubist Systematic Strategies, LLC 0.04% New 37,304 $2.9M
Squarepoint Ops LLC 0.01% Add +34.5% 36,854 $2.8M
Two Sigma Investments, LP 0.01% Add +904.0% 36,144 $2.8M
New York State Teachers Retirement System 0.01% Reduce -1.9% 35,153 $2.7M
Qube Research & Technologies Ltd 0.00% New 33,642 $2.6M
Jane Street Group, LLC 0.00% Add +21.6% 32,562 $2.5M
Thrivent Financial for Lutherans 0.00% Add +82.8% 32,398 $2.5M
ExodusPoint Capital Management, LP 0.03% New 31,614 $2.4M
Citigroup Inc. 0.00% Add +83.8% 28,525 $2.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -5.2% 27,809 $2.1M
Romano Brothers and Company 0.27% Reduce -0.5% 27,649 $2.1M
Trexquant Investment LP 0.03% Add +787.0% 26,344 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +13.7% 25,502 $2.0M
Alliancebernstein L.P. 0.00% Reduce -5.5% 22,655 $1.8M
Prudential Financial Inc. 0.00% Reduce -4.2% 21,805 $1.7M
California State Teachers Retirement System 0.00% Reduce -2.7% 21,182 $1.6M
AlphaQuest LLC 0.14% Add +4144.2% 20,075 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -26.7% 19,216 $1.5M
Balyasny Asset Management L.P. 0.00% Reduce -0.9% 16,869 $1.3M
Citadel Advisors 0.00% Add +27.5% 16,230 $1.3M
Semanteon Capital Management, LP 0.81% New 15,473 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +1.3% 14,781 $1.1M
Jump Financial, LLC 0.02% Add +466.4% 13,802 $1.1M
Dean Investment Associates, LLC 0.14% Reduce -42.0% 13,584 $1.0M
US Bancorp \de 0.00% Add +6.4% 13,532 $1.0M
Canada Pension Plan Investment Board 0.00% New 13,500 $1.0M
Bank of Montreal 0.00% Add +19.2% 13,001 $1.0M
Deutsche Bank AG 0.00% Add +27.4% 13,047 $1.0M
Two Sigma Advisers, LP 0.00% Add +37.0% 12,600 $973K
MetLife Investment Management, LLC 0.01% No change 12,337 $953K
Acadian Asset Management LLC 0.00% Add +159.3% 12,368 $953K
Greenfield Seitz Capital Management, LLC 0.35% Reduce -4.9% 12,253 $947K
Corebridge Financial, Inc. 0.01% Reduce -1.1% 12,253 $947K
State of Alaska, Department of Revenue 0.01% Reduce -3.7% 12,067 $932K
Illinois Municipal Retirement Fund 0.01% Add +1.8% 11,966 $924K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.3% 11,766 $909K
Engineers Gate Manager LP 0.02% New 11,755 $908K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.6% 11,690 $903K
Wells Fargo & Company 0.00% Reduce -28.7% 11,272 $871K
Moneta Group Investment Advisors LLC 0.01% Add +17.6% 10,733 $829K
Cwm, LLC 0.00% Add +2.8% 10,500 $811K
Royal Bank of Canada 0.00% Reduce -5.2% 10,451 $808K
Victory Capital Management Inc. 0.00% Reduce -98.5% 10,203 $788K
Louisiana State Employees Retirement System 0.01% Reduce -4.7% 10,200 $788K
Quantbot Technologies LP 0.03% Add +334.7% 10,102 $780K
State of Tennessee, Department of Treasury 0.00% Reduce -12.1% 10,070 $778K
Janus Henderson Group PLC 0.00% No change 9,745 $752K
SG Americas Securities, LLC 0.00% Add +189.8% 9,735 $752K
Wellington Shields Capital Management, LLC 0.13% Reduce -34.5% 9,500 $734K
Campbell & CO Investment Adviser LLC 0.05% Add +229.0% 8,982 $694K
Petrus Trust Company, LTA 0.07% New 8,928 $690K
Ensign Peak Advisors, Inc 0.00% No change 8,802 $680K
HRT Financial LP 0.00% New 8,566 $661K
Dean Capital Management 0.28% Reduce -2.7% 8,416 $650K
Ethic Inc. 0.02% Add +77.2% 7,139 $643K
Nisa Investment Advisors, LLC 0.00% Reduce -2.7% 8,310 $642K
Yousif Capital Management, LLC 0.01% Reduce -3.3% 8,262 $638K
SpiderRock Advisors, LLC 0.01% No change 7,928 $612K
Gsa Capital Partners LLP 0.05% Reduce -65.2% 7,923 $612K
Y-Intercept (Hong Kong) Ltd 0.04% New 7,797 $602K
Occudo Quantitative Strategies LP 0.11% New 7,744 $598K
Global Retirement Partners, LLC 0.02% Add +0.3% 7,530 $582K
Comerica Bank 0.00% Reduce -3.9% 7,514 $580K
Quadrature Capital Ltd 0.01% Add +176.4% 7,262 $560K
Swedbank AB 0.00% No change 7,201 $556K
Maryland State Retirement & Pension System 0.01% Reduce -4.1% 7,140 $552K
Tidal Investments LLC 0.01% No change 7,090 $548K
Voya Investment Management LLC 0.00% Reduce -4.8% 6,974 $539K
Teachers Retirement System of the State of Kentucky 0.00% No change 6,922 $535K
Walleye Capital LLC 0.01% Add +115.4% 6,732 $520K
Tudor Investment Corporation 0.01% Reduce -32.4% 6,703 $518K
Rathbones Group PLC 0.00% No change 6,650 $514K
BNP Paribas Financial Markets 0.00% Reduce -22.4% 6,577 $508K
Arizona State Retirement System 0.00% Add +3.3% 6,472 $500K
Forum Financial Management, LP 0.01% No change 6,349 $490K
Amalgamated Bank 0.00% Reduce -3.7% 6,287 $486K
HSBC Holdings PLC 0.00% Add +33.8% 6,229 $479K
Envestnet Asset Management Inc. 0.00% Reduce -54.5% 6,183 $478K
Teacher Retirement System of Texas 0.00% Add +152.6% 6,143 $475K
Dark Forest Capital Management LP 0.06% New 6,135 $474K
Creative Planning 0.00% Reduce -37.3% 5,860 $453K
Corient Private Wealth LP 0.00% Reduce -1.2% 5,839 $451K
Daiwa Securities Group Inc. 0.00% Add +27.1% 5,834 $451K
LPL Financial LLC 0.00% Add +13.0% 5,702 $440K
Sit Investment Associates Inc. 0.01% No change 5,400 $417K
Inspire Investing, LLC 0.04% Add +27.1% 5,351 $413K
Legato Capital Management LLC 0.05% Reduce -38.5% 5,320 $411K
Sei Investments Co. 0.00% New 5,179 $400K
Intech Investment Management LLC 0.00% New 5,072 $392K
Pullen Investment Management, LLC 0.28% New 5,047 $390K
Oregon Public Employees Retirement Fund 0.01% Reduce -3.8% 5,016 $387K
Quantum Capital Management, LLC / NJ 0.04% No change 5,010 $387K
AQR Capital Management 0.00% New 4,846 $374K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 4,792 $370K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 4,771 $369K
Handelsbanken Fonder AB 0.00% Add +14.4% 4,765 $368K
Savant Capital, LLC 0.00% Reduce -20.6% 4,760 $368K
Burney Co./ 0.01% Reduce -2.1% 4,703 $363K
Verition Fund Management LLC 0.00% New 4,617 $357K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.8% 4,520 $349K
Commonwealth Equity Services, LLC 0.00% New 4,404 $340K
Brown Advisory Inc. 0.00% No change 4,195 $324K
Tower Research Capital LLC (TRC) 0.01% Reduce -11.3% 4,012 $310K
Amundi 0.00% Add +15.3% 3,921 $291K
Howe & Rusling Inc. 0.02% Add +24.8% 3,417 $264K
Bailard, Inc. 0.01% New 3,306 $255K
PNC Financial Services Group, Inc. 0.00% Reduce -9.4% 3,246 $251K
Mutual of America Capital Management LLC 0.00% Reduce -9.4% 3,181 $246K
Dynamic Technology Lab Private Ltd 0.03% New 3,164 $244K
Public Employees Retirement Association of Colorado 0.00% No change 3,022 $233K
IHT Wealth Management, LLC 0.01% No change 2,830 $219K
Aquatic Capital Management LLC 0.01% New 2,700 $209K
Susquehanna International Group, LLP 0.00% Reduce -35.4% 2,678 $207K
Pictet Asset Management Holding SA 0.00% Reduce -12.0% 2,661 $206K
ZWJ Investment Counsel Inc. 0.01% New 2,647 $204K
Aigen Investment Management, LP 0.04% New 2,592 $200K
Shell Asset Management Co. 0.01% — 2,530 $195K
Point72 Asset Management 0.00% New 2,200 $170K
Point72 (DIFC) Ltd 0.01% New 2,171 $168K
Ameritas Investment Partners, Inc. 0.01% No change 2,118 $164K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 2,082 $161K
Strategic Investment Solutions, Inc. 0.04% No change 1,525 $118K
CIBC Private Wealth Group LLC 0.00% New 1,500 $116K
1620 Investment Advisors, Inc. 0.08% Reduce -2.8% 1,427 $110K
Quadrant Capital Group LLC 0.01% Reduce -38.7% 1,414 $109K
nVerses Capital, LLC 0.05% Reduce -18.8% 1,300 $100K
IFP Advisors, Inc 0.00% No change 1,200 $93K
STRS Ohio 0.00% No change 1,000 $77K
KBC Group NV 0.00% Add +43.9% 934 $72K
FMR LLC 0.00% Reduce -33.7% 865 $67K
Adirondack Trust Co. 0.02% No change 800 $62K
Signaturefd, LLC 0.00% Reduce -34.0% 744 $57K
Exchange Traded Concepts, LLC 0.00% Reduce -1.4% 634 $49K
Copeland Capital Management, LLC 0.00% New 616 $48K
Danske Bank A/S 0.00% New 500 $39K
Jones Financial Companies LLLP 0.00% New 486 $38K
Clarity Asset Management, Inc. 0.03% Reduce -21.9% 488 $38K
Huntington National Bank 0.00% Reduce -7.3% 418 $32K
Catalyst Funds Management Pty Ltd 0.01% New 400 $31K
Beacon Capital Management, LLC 0.00% No change 400 $31K
Creative Financial Designs Inc. 0.00% Add +0.3% 333 $26K
Lazard Asset Management LLC 0.00% Reduce -2.1% 321 $24K
Smartleaf Asset Management LLC 0.00% Add +50.6% 271 $21K
Fifth Third Bancorp 0.00% Reduce -2.9% 272 $21K
GAMMA Investing LLC 0.00% Reduce -0.4% 233 $18K
Versant Capital Management, Inc 0.00% No change 217 $17K
Studio Investment Management LLC 0.00% No change 200 $15K
Allworth Financial LP 0.00% Reduce -6.8% 193 $15K
Arax Advisory Partners 0.00% Reduce -20.5% 151 $12K
Nomura Asset Management Co. Ltd. 0.00% No change 150 $12K
Blue Trust, Inc. 0.00% Add +100.0% 100 $8K
International Assets Investment Management, LLC 0.00% Add +0.9% 106 $8K
Osaic Holdings, Inc. 0.00% Reduce -76.3% 103 $8K
Lindbrook Capital, LLC 0.00% Reduce -56.0% 96 $7K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 101 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 75 $6K
Sterling Capital Management LLC 0.00% — 70 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +15.8% 66 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 45 $3K
UMB Bank, n.a. 0.00% Add +30.8% 34 $3K
EverSource Wealth Advisors, LLC 0.00% Reduce -63.0% 27 $2K
Ridgewood Investments LLC 0.00% No change 26 $2K
Manchester Capital Management LLC 0.00% Reduce -21.2% 26 $2K
Farther Finance Advisors, LLC 0.00% Reduce -13.3% 26 $2K
Earned Wealth Advisors, LLC 0.00% New 16 $1K
Farmers & Merchants Investments Inc. 0.00% No change 16 $1K
Bell Investment Advisors, Inc 0.00% Reduce -33.3% 14 $1K
Principal Securities, Inc. 0.00% No change 14 $1K
Hemington Wealth Management 0.00% New 21 $1K
Bessemer Group Inc. 0.00% Reduce -50.0% 16 $1K
Parallel Advisors, LLC 0.00% Reduce -88.4% 11 $850
Rothschild Investment LLC 0.00% No change 10 $773
Parkside Financial Bank & Trust 0.00% No change 10 $773
JFS Wealth Advisors, LLC 0.00% Reduce -46.7% 8 $618
Leonteq Securities AG 0.00% No change 6 $464
SJS Investment Consulting Inc. 0.00% No change 6 $464
Avior Wealth Management, LLC 0.00% No change 6 $463
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $387
Abound Wealth Management 0.00% Reduce -25.0% 3 $232
Claris Advisors, LLC / Mo / 0.00% New 2 $155
Mendota Financial Group, LLC 0.00% New 2 $155
Larson Financial Group LLC 0.00% No change 2 $155
TFC Financial Management, Inc. 0.00% New 1 $78
Caitlin John, LLC 0.00% Reduce -98.4% 1 $76
Covestor Ltd 0.00% No change 3 $0

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