StepanSCL

13F holders, Q1 2025 (March 31)
201holders −7
24new positions
30sold out
6famous investors
$55.04avg. 13F price*

At the end of Q1 2025, 201 institutions reported holding Stepan Co. (SCL) in their 13F filings, down 7 from Q4 2024. 24 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($180.1M), Vanguard Group Inc. ($141.5M) and HighTower Advisors, LLC ($83.2M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions24$6.4M
Exits30$14.6M

All 13F filers, Q4 2024 → Q1 2025: 1,041,544 shares bought and 1,165,569 shares sold, net −124,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 201 holders

BlackRock, Inc. 0.00% Reduce -2.3% 3,271,661 $180.1M
Vanguard Group Inc. 0.00% Add +0.4% 2,571,545 $141.5M
HighTower Advisors, LLC 0.11% Add +0.1% 1,510,845 $83.2M
Dimensional Fund Advisors LP 0.02% Reduce -2.7% 1,275,496 $70.2M
Westwood Holdings Group Inc. 0.53% Add +35.9% 1,252,914 $69.0M
State Street Corp. 0.00% Reduce -27.3% 934,101 $51.4M
First Trust Advisors LP 0.04% Add +14.1% 753,093 $41.5M
Deprince Race & Zollo Inc. 0.72% Reduce -1.1% 631,292 $34.7M
Geode Capital Management, LLC 0.00% Add +3.5% 499,303 $27.5M
American Century Companies Inc. 0.02% Add +9.5% 494,129 $27.2M
Morgan Stanley 0.00% Reduce -7.4% 474,514 $26.1M
Charles Schwab Investment Management Inc. 0.00% Add +5.7% 426,421 $23.5M
Southernsun Asset Management, LLC 3.00% Reduce -2.0% 376,009 $20.7M
Bank of New York Mellon Corp 0.00% Reduce -2.8% 312,514 $17.2M
Northern Trust Corp. 0.00% Add +1.2% 280,778 $15.5M
Cresset Asset Management, LLC 0.06% Add +0.0% 199,700 $11.0M
Gotham Asset Management 0.08% Add +2.0% 171,945 $9.5M
Russell Investments Group, Ltd. 0.01% Reduce -3.0% 156,773 $8.6M
Invesco Ltd. 0.00% Add +7.4% 156,642 $8.6M
Qube Research & Technologies Ltd 0.01% Add +131.5% 151,576 $8.3M
Grace & White Inc. 1.44% Add +11.4% 135,013 $7.4M
ProShare Advisors LLC 0.02% Add +14.9% 126,692 $7.0M
Goldman Sachs Group Inc. 0.00% Reduce -16.5% 116,544 $6.4M
Voloridge Investment Management, LLC 0.02% Add +31.1% 114,913 $6.3M
Jacobs Levy Equity Management, Inc. 0.02% Add +10.6% 109,339 $6.0M
Principal Financial Group Inc. 0.00% Add +2.7% 105,341 $5.8M
Nuveen, LLC 0.00% — 90,325 $5.0M
JPMorgan Chase & Co. 0.00% Reduce -53.7% 81,443 $4.5M
Public Employees Retirement System of Ohio 0.01% Reduce -11.4% 67,646 $3.7M
Public Sector Pension Investment Board 0.02% Add +27.3% 67,058 $3.7M
O'Keefe Stevens Advisory, Inc. 1.21% Add +7.0% 66,838 $3.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.3% 66,301 $3.6M
Rhumbline Advisers 0.00% Reduce -14.8% 65,773 $3.6M
New York State Common Retirement Fund 0.01% Reduce -1.1% 61,432 $3.4M
Legal & General Group Plc 0.00% Reduce -3.6% 59,359 $3.3M
D. E. Shaw & Co. 0.00% Add +132.1% 50,322 $2.8M
Ameriprise Financial Inc. 0.00% Add +4.0% 50,266 $2.8M
Icon Advisers Inc. 0.65% New 50,000 $2.8M
Bank of America Corp. 0.00% Reduce -15.4% 47,932 $2.6M
Citadel Advisors 0.00% Add +18.3% 47,881 $2.6M
Swiss National Bank 0.00% Reduce -1.1% 43,600 $2.4M
Fisher Asset Management 0.00% No change 38,360 $2.1M
Barclays PLC 0.00% Reduce -21.0% 36,900 $2.0M
Millennium Management 0.00% Reduce -30.5% 36,454 $2.0M
Dark Forest Capital Management LP 0.09% Add +88.0% 35,896 $2.0M
UBS Group AG 0.00% Reduce -63.4% 34,419 $1.9M
Susquehanna International Group, LLP 0.00% Add +208.1% 31,191 $1.7M
Citigroup Inc. 0.00% Add +4.5% 31,144 $1.7M
New York State Teachers Retirement System 0.00% Reduce -9.0% 30,353 $1.7M
Norges Bank 0.00% Reduce -74.4% 29,809 $1.6M
Numerai GP LLC 0.29% Add +71.0% 28,152 $1.5M
Romano Brothers and Company 0.19% Reduce -1.1% 26,934 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -2.9% 26,789 $1.5M
ExodusPoint Capital Management, LP 0.02% Add +228.5% 26,710 $1.5M
Algert Global LLC 0.03% Add +140.4% 25,638 $1.4M
WINTON GROUP Ltd 0.08% Add +1.4% 24,258 $1.3M
Pullen Investment Management, LLC 0.80% Add +225.9% 22,990 $1.3M
Alliancebernstein L.P. 0.00% No change 22,655 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -9.4% 21,745 $1.2M
California State Teachers Retirement System 0.00% No change 20,944 $1.2M
Dean Investment Associates, LLC 0.17% Add +68.7% 20,935 $1.2M
Prudential Financial Inc. 0.00% Reduce -3.3% 20,685 $1.1M
AlphaQuest LLC 0.12% Add +9.9% 20,676 $1.1M
Cubist Systematic Strategies, LLC 0.01% Reduce -41.2% 20,470 $1.1M
Intech Investment Management LLC 0.01% Add +44.4% 18,105 $997K
Deutsche Bank AG 0.00% Reduce -9.9% 17,806 $980K
Two Sigma Investments, LP 0.00% Add +14.6% 17,593 $968K
CenterBook Partners LP 0.06% Reduce -63.7% 17,253 $950K
T. Rowe Price Associates Inc. 0.00% Add +4.1% 17,063 $940K
Schonfeld Strategic Advisors LLC 0.01% Add +265.4% 16,590 $913K
AQR Capital Management 0.00% New 14,862 $818K
Dean Capital Management 0.35% Add +76.0% 14,749 $812K
Wells Fargo & Company 0.00% Add +3.3% 14,483 $797K
US Bancorp \de 0.00% Add +2.7% 14,057 $774K
Bank of Montreal 0.00% Reduce -1.3% 13,723 $755K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 12,701 $699K
MetLife Investment Management, LLC 0.00% Reduce -1.6% 12,659 $697K
Y-Intercept (Hong Kong) Ltd 0.05% Add +11.2% 12,434 $684K
Greenfield Seitz Capital Management, LLC 0.25% Reduce -2.5% 11,858 $653K
State of Alaska, Department of Revenue 0.01% Reduce -2.3% 11,717 $644K
Cwm, LLC 0.00% Add +10.6% 11,488 $632K
Illinois Municipal Retirement Fund 0.01% Reduce -0.2% 11,414 $628K
Royal Bank of Canada 0.00% Add +8.3% 11,211 $617K
Corebridge Financial, Inc. 0.00% Reduce -1.9% 11,148 $614K
Manufacturers Life Insurance Company, The 0.00% Add +2.1% 10,611 $584K
Jump Financial, LLC 0.01% Add +52.6% 10,318 $568K
State of Tennessee, Department of Treasury 0.00% Reduce -22.2% 10,286 $566K
Victory Capital Management Inc. 0.00% Reduce -13.7% 10,254 $564K
Moneta Group Investment Advisors LLC 0.01% Add +0.0% 10,236 $563K
Louisiana State Employees Retirement System 0.01% Reduce -2.0% 10,000 $550K
Janus Henderson Group PLC 0.00% No change 9,745 $539K
Wellington Shields Capital Management, LLC 0.09% No change 9,500 $523K
Two Sigma Advisers, LP 0.00% Reduce -27.5% 9,500 $523K
Legato Capital Management LLC 0.07% Add +76.4% 9,292 $511K
Creative Planning 0.00% Add +132.4% 9,055 $498K
Petrus Trust Company, LTA 0.05% No change 8,928 $491K
Ensign Peak Advisors, Inc 0.00% No change 8,802 $484K
Daiwa Securities Group Inc. 0.00% Add +26.1% 8,383 $461K
Nisa Investment Advisors, LLC 0.00% Add +0.4% 8,370 $461K
Balyasny Asset Management L.P. 0.00% Reduce -8.1% 8,224 $453K

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

Show all 201 holders