StepanSCL

13F holders, Q4 2024 (December 31)
208holders −23
11new positions
40sold out
6famous investors
$64.70avg. 13F price*

At the end of Q4 2024, 208 institutions reported holding Stepan Co. (SCL) in their 13F filings, down 23 from Q3 2024. 11 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($216.7M), Vanguard Group Inc. ($165.7M) and HighTower Advisors, LLC ($97.7M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions11$5.7M
Exits40$21.7M

All 13F filers, Q3 2024 → Q4 2024: 1,004,848 shares bought and 623,129 shares sold, net +381,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 208 holders

BlackRock, Inc. 0.00% Add +0.3% 3,349,384 $216.7M
Vanguard Group Inc. 0.00% Add +1.0% 2,560,605 $165.7M
HighTower Advisors, LLC 0.13% Reduce -0.0% 1,510,034 $97.7M
Dimensional Fund Advisors LP 0.02% Add +1.4% 1,310,760 $84.8M
State Street Corp. 0.00% Add +7.6% 1,285,523 $83.2M
Westwood Holdings Group Inc. 0.46% Add +7.1% 921,704 $59.6M
First Trust Advisors LP 0.04% Add +2.7% 660,048 $42.7M
Deprince Race & Zollo Inc. 0.82% Add +20.5% 638,500 $41.3M
Morgan Stanley 0.00% Reduce -8.7% 512,592 $33.2M
Geode Capital Management, LLC 0.00% Reduce -0.9% 482,652 $31.2M
American Century Companies Inc. 0.02% Add +13.9% 451,123 $29.2M
Charles Schwab Investment Management Inc. 0.00% Add +7.8% 403,399 $26.1M
Southernsun Asset Management, LLC 3.09% Add +24.0% 383,685 $24.8M
Bank of New York Mellon Corp 0.00% Add +8.0% 321,396 $20.8M
Northern Trust Corp. 0.00% Add +11.4% 277,410 $17.9M
Cresset Asset Management, LLC 0.06% Add +14.0% 199,673 $12.9M
JPMorgan Chase & Co. 0.00% Add +23.3% 176,066 $11.4M
Gotham Asset Management 0.10% Reduce -0.9% 168,646 $10.9M
Russell Investments Group, Ltd. 0.01% Reduce -3.6% 161,628 $10.5M
Invesco Ltd. 0.00% Add +47.3% 145,802 $9.4M
Goldman Sachs Group Inc. 0.00% Add +1.4% 139,621 $9.0M
Grace & White Inc. 1.49% No change 121,147 $7.8M
Norges Bank 0.00% Add +47.3% 116,622 $7.5M
ProShare Advisors LLC 0.02% Add +7.7% 110,242 $7.1M
Principal Financial Group Inc. 0.00% Add +2.9% 102,610 $6.6M
Jacobs Levy Equity Management, Inc. 0.02% Add +7.4% 98,875 $6.4M
UBS Group AG 0.00% Add +19.1% 93,939 $6.1M
Nuveen Asset Management, LLC 0.00% Add +0.0% 91,572 $5.9M
Voloridge Investment Management, LLC 0.02% Reduce -6.7% 87,625 $5.7M
Rhumbline Advisers 0.00% Reduce -1.5% 77,224 $5.0M
Public Employees Retirement System of Ohio 0.02% Add +5.3% 76,324 $4.9M
Qube Research & Technologies Ltd 0.01% Add +94.6% 65,476 $4.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +24.0% 63,594 $4.1M
O'Keefe Stevens Advisory, Inc. 1.25% Add +2.9% 62,486 $4.0M
New York State Common Retirement Fund 0.01% Add +42.5% 62,149 $4.0M
Legal & General Group Plc 0.00% Add +1.5% 61,586 $4.0M
Bank of America Corp. 0.00% Reduce -7.5% 56,637 $3.7M
Public Sector Pension Investment Board 0.01% Add +17.5% 52,697 $3.4M
Millennium Management 0.00% Reduce -52.3% 52,461 $3.4M
Ameriprise Financial Inc. 0.00% Reduce -7.1% 48,345 $3.1M
CenterBook Partners LP 0.18% Reduce -22.1% 47,476 $3.1M
Barclays PLC 0.00% Add +4.2% 46,688 $3.0M
Swiss National Bank 0.00% No change 44,100 $2.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -43.2% 42,914 $2.8M
Citadel Advisors 0.00% Add +149.3% 40,463 $2.6M
Fisher Asset Management 0.00% No change 38,360 $2.5M
Cubist Systematic Strategies, LLC 0.04% Reduce -6.7% 34,804 $2.3M
New York State Teachers Retirement System 0.00% Reduce -5.1% 33,353 $2.2M
Citigroup Inc. 0.00% Add +4.4% 29,789 $1.9M
Jane Street Group, LLC 0.00% Reduce -9.6% 29,427 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +9.3% 27,874 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -14.8% 27,601 $1.8M
Romano Brothers and Company 0.22% Reduce -1.5% 27,234 $1.8M
CANADA LIFE ASSURANCE Co 0.00% Reduce -13.6% 24,015 $1.6M
WINTON GROUP Ltd 0.10% New 23,936 $1.5M
Alliancebernstein L.P. 0.00% No change 22,655 $1.5M
D. E. Shaw & Co. 0.00% New 21,682 $1.4M
Prudential Financial Inc. 0.00% Reduce -1.9% 21,395 $1.4M
California State Teachers Retirement System 0.00% Reduce -1.1% 20,944 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +6.3% 20,431 $1.3M
Deutsche Bank AG 0.00% Add +51.5% 19,766 $1.3M
Dark Forest Capital Management LP 0.18% Add +211.3% 19,096 $1.2M
AlphaQuest LLC 0.16% Reduce -6.3% 18,815 $1.2M
Numerai GP LLC 0.29% New 16,468 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +10.9% 16,398 $1.1M
Two Sigma Investments, LP 0.00% Reduce -57.5% 15,350 $993K
Semanteon Capital Management, LP 0.51% Reduce -5.1% 14,689 $950K
Wells Fargo & Company 0.00% Add +24.4% 14,018 $907K
Bank of Montreal 0.00% Add +7.0% 13,906 $900K
US Bancorp \de 0.00% Add +1.1% 13,684 $885K
Canada Pension Plan Investment Board 0.00% No change 13,500 $873K
State of Tennessee, Department of Treasury 0.00% Add +31.3% 13,223 $856K
Two Sigma Advisers, LP 0.00% Add +4.0% 13,100 $848K
MetLife Investment Management, LLC 0.00% Add +4.3% 12,865 $832K
Verition Fund Management LLC 0.00% Add +178.2% 12,846 $831K
Intech Investment Management LLC 0.01% Add +147.2% 12,540 $811K
Dean Investment Associates, LLC 0.11% Reduce -8.7% 12,409 $803K
Greenfield Seitz Capital Management, LLC 0.30% Reduce -0.8% 12,160 $787K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.9% 12,146 $786K
BNP Paribas Financial Markets 0.00% Add +82.4% 11,997 $776K
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 11,995 $776K
Victory Capital Management Inc. 0.00% Add +16.4% 11,879 $769K
Illinois Municipal Retirement Fund 0.01% Reduce -4.4% 11,440 $740K
Corebridge Financial, Inc. 0.00% Reduce -7.3% 11,365 $735K
Y-Intercept (Hong Kong) Ltd 0.05% Add +43.5% 11,187 $724K
Amundi 0.00% Add +196.7% 11,633 $720K
Dynamic Technology Lab Private Ltd 0.11% Add +238.4% 10,706 $693K
Algert Global LLC 0.02% New 10,666 $690K
Manufacturers Life Insurance Company, The 0.00% Reduce -11.6% 10,396 $673K
Cwm, LLC 0.00% Reduce -1.1% 10,383 $672K
Royal Bank of Canada 0.00% Reduce -0.9% 10,352 $670K
Moneta Group Investment Advisors LLC 0.01% Reduce -4.7% 10,233 $662K
Louisiana State Employees Retirement System 0.01% No change 10,200 $660K
Susquehanna International Group, LLP 0.00% Add +278.1% 10,125 $655K
Janus Henderson Group PLC 0.00% No change 9,745 $630K
Wellington Shields Capital Management, LLC 0.11% No change 9,500 $615K
Balyasny Asset Management L.P. 0.00% Reduce -46.9% 8,951 $579K
Petrus Trust Company, LTA 0.06% No change 8,928 $578K
Ensign Peak Advisors, Inc 0.00% No change 8,802 $569K
Engineers Gate Manager LP 0.01% Reduce -28.1% 8,456 $547K
Dean Capital Management 0.23% Reduce -0.4% 8,379 $542K
Nisa Investment Advisors, LLC 0.00% Add +0.3% 8,339 $540K
ExodusPoint Capital Management, LP 0.01% Reduce -74.3% 8,130 $526K
Yousif Capital Management, LLC 0.01% Reduce -2.7% 8,037 $520K
Comerica Bank 0.00% Reduce -3.0% 7,289 $472K
Swedbank AB 0.00% No change 7,201 $466K
SG Americas Securities, LLC 0.00% Reduce -26.3% 7,171 $464K
Maryland State Retirement & Pension System 0.01% No change 7,140 $462K
Pullen Investment Management, LLC 0.30% Add +39.8% 7,055 $456K
Teachers Retirement System of the State of Kentucky 0.00% No change 6,922 $448K
Tidal Investments LLC 0.00% Reduce -3.5% 6,839 $442K
Jump Financial, LLC 0.01% Reduce -51.0% 6,762 $438K
Rathbones Group PLC 0.00% No change 6,650 $430K
Daiwa Securities Group Inc. 0.00% Add +14.0% 6,650 $430K
Forum Financial Management, LP 0.01% Add +4.0% 6,606 $427K
Inceptionr LLC 0.10% New 6,595 $427K
Voya Investment Management LLC 0.00% Reduce -6.4% 6,530 $422K
Arizona State Retirement System 0.00% Add +0.9% 6,528 $422K
Tudor Investment Corporation 0.00% Reduce -7.1% 6,227 $403K
Inspire Investing, LLC 0.04% Add +16.0% 6,208 $402K
Amalgamated Bank 0.00% Reduce -1.4% 6,198 $401K
Squarepoint Ops LLC 0.00% Reduce -84.6% 5,662 $366K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +16.5% 5,557 $360K
HSBC Holdings PLC 0.00% Reduce -11.2% 5,533 $358K
Quadrature Capital Ltd 0.01% Reduce -25.6% 5,399 $349K
Sit Investment Associates Inc. 0.01% No change 5,400 $349K
Legato Capital Management LLC 0.04% Reduce -1.0% 5,268 $341K
Oregon Public Employees Retirement Fund 0.01% No change 5,016 $325K
Quantum Capital Management, LLC / NJ 0.03% No change 5,010 $324K
KLP Kapitalforvaltning As 0.00% — 5,000 $324K
Campbell & CO Investment Adviser LLC 0.02% Reduce -46.1% 4,843 $313K
Handelsbanken Fonder AB 0.00% No change 4,765 $308K
Acadian Asset Management LLC 0.00% Reduce -61.4% 4,769 $308K
Burney Co./ 0.01% Reduce -0.6% 4,673 $302K
Police & Firemen's Retirement System of New Jersey 0.00% — 4,656 $301K
Schonfeld Strategic Advisors LLC 0.00% New 4,540 $294K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 4,514 $292K
Howe & Rusling Inc. 0.02% Add +24.5% 4,254 $275K
Envestnet Asset Management Inc. 0.00% Reduce -31.9% 4,213 $273K
Brown Advisory Inc. 0.00% No change 4,195 $271K
Savant Capital, LLC 0.00% Reduce -15.1% 4,043 $262K
FMR LLC 0.00% Add +354.4% 3,931 $254K
Creative Planning 0.00% Reduce -33.5% 3,897 $252K
Entropy Technologies, LP 0.02% New 3,700 $239K
Walleye Capital LLC 0.00% Reduce -47.3% 3,550 $230K
Occudo Quantitative Strategies LP 0.04% Reduce -57.1% 3,325 $215K
Mutual of America Capital Management LLC 0.00% Add +0.7% 3,204 $207K
Public Employees Retirement Association of Colorado 0.00% No change 3,022 $196K
PNC Financial Services Group, Inc. 0.00% Reduce -11.8% 2,862 $185K
Shell Asset Management Co. 0.01% Reduce -0.4% 2,521 $163K
Aquatic Capital Management LLC 0.00% Reduce -18.0% 2,215 $143K
Ameritas Investment Partners, Inc. 0.00% No change 2,118 $137K
Tower Research Capital LLC (TRC) 0.00% Reduce -65.1% 1,399 $91K
KBC Group NV 0.00% Add +40.8% 1,315 $85K
IFP Advisors, Inc 0.00% Add +0.2% 1,202 $78K
Adirondack Trust Co. 0.02% No change 800 $52K
Quadrant Capital Group LLC 0.00% Reduce -53.0% 665 $43K
Copeland Capital Management, LLC 0.00% Add +1.3% 624 $40K
Sterling Capital Management LLC 0.00% Add +781.4% 617 $40K
Clarity Asset Management, Inc. 0.02% Add +7.4% 524 $34K
Versant Capital Management, Inc 0.01% Add +110.6% 457 $30K
Beacon Capital Management, LLC 0.00% Add +0.5% 402 $26K
Huntington National Bank 0.00% Reduce -4.1% 401 $26K
Signaturefd, LLC 0.00% Reduce -51.8% 359 $23K
Smartleaf Asset Management LLC 0.00% Add +21.0% 328 $21K
1620 Investment Advisors, Inc. 0.01% Reduce -80.0% 286 $19K
Fifth Third Bancorp 0.00% Add +2.9% 280 $18K
Global Retirement Partners, LLC 0.00% Reduce -96.7% 252 $16K
Studio Investment Management LLC 0.00% No change 200 $13K
Asset Planning,Inc 0.01% — 160 $10K
Aster Capital Management (DIFC) Ltd 0.00% New 158 $10K
Lindbrook Capital, LLC 0.00% Add +62.5% 156 $10K
Nomura Asset Management Co. Ltd. 0.00% No change 150 $10K
Creative Financial Designs Inc. 0.00% Reduce -60.1% 133 $9K
GAMMA Investing LLC 0.00% Reduce -46.8% 124 $8K
UMB Bank, n.a. 0.00% Add +223.5% 110 $7K
Osaic Holdings, Inc. 0.00% Reduce -1.0% 102 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 75 $5K
MassMutual Private Wealth & Trust, FSB 0.00% No change 66 $4K
R Squared Ltd 0.00% — 50 $3K
Quarry LP 0.00% New 47 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 45 $3K
SBI Securities Co., Ltd. 0.00% — 41 $3K
Sierra Ocean, LLC 0.00% — 34 $2K
Synergy Investment Management, LLC 0.00% — 30 $2K
Rothschild Investment LLC 0.00% Add +200.0% 30 $2K
Ridgewood Investments LLC 0.00% No change 26 $2K
Avior Wealth Management, LLC 0.00% Add +283.3% 23 $2K
Parallel Advisors, LLC 0.00% Add +109.1% 23 $1K
Allworth Financial LP 0.00% Reduce -88.1% 23 $1K
Farther Finance Advisors, LLC 0.00% Reduce -19.2% 21 $1K
Private Wealth Management Group, LLC 0.00% New 19 $1K
Farmers & Merchants Investments Inc. 0.00% No change 16 $1K
Hemington Wealth Management 0.00% Reduce -14.3% 18 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -44.4% 15 $971
Bell Investment Advisors, Inc 0.00% No change 14 $906
Principal Securities, Inc. 0.00% No change 14 $906
JFS Wealth Advisors, LLC 0.00% Add +37.5% 11 $712
Parkside Financial Bank & Trust 0.00% No change 10 $647
Leonteq Securities AG 0.00% No change 6 $388
SJS Investment Consulting Inc. 0.00% Reduce -50.0% 3 $195
DiNuzzo Private Wealth, Inc. 0.00% Reduce -40.0% 3 $195
Larson Financial Group LLC 0.00% No change 2 $129
Parkworth Wealth Management, Inc. 0.00% — 1 $65
TFC Financial Management, Inc. 0.00% No change 1 $65
Caitlin John, LLC 0.00% No change 1 $65
Global Financial Private Client, LLC 0.00% New 1 $65
Covestor Ltd 0.00% Add +100.0% 6 $0

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