Stepan Co
SCL- Exchange
- NYSE
- Industry
- Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics
- SEC CIK
- 0000094049
No open-market purchases or sales by Stepan Co insiders were filed in the last 90 days; 231 institutions reported holding it in 13F filings for Q2 2026, worth $1.11B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Stepan Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 210
- +12 vs. Q3 2022
- Shares held
- 17.3M
- +274.3K (+1.6%) vs. Q3 2022
- Total value
- $1.85B
- +$246.8M (+15.4%) vs. Q3 2022
- New holders
- 31
- 79 more added
- Sold out
- 19
- 64 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 231 | $1.11B |
| Q1 2026 | 224 | $981.8M |
| Q4 2025 | 209 | $912.4M |
| Q3 2025 | 204 | $926.3M |
| Q2 2025 | 204 | $1.05B |
| Q1 2025 | 200 | $1.04B |
| Q4 2024 | 208 | $1.23B |
| Q3 2024 | 231 | $1.44B |
| Q2 2024 | 215 | $1.54B |
| Q1 2024 | 200 | $1.66B |
| Q4 2023 | 195 | $1.75B |
| Q3 2023 | 199 | $1.35B |
| Q2 2023 | 195 | $1.72B |
| Q1 2023 | 207 | $1.79B |
| Q4 2022 | 210 | $1.85B |
| Q3 2022 | 203 | $1.62B |
| Q2 2022 | 202 | $1.76B |
| Q1 2022 | 209 | $1.72B |
| Q4 2021 | 211 | $2.14B |
| Q3 2021 | 203 | $1.91B |
| Q2 2021 | 227 | $2.05B |
| Q1 2021 | 215 | $2.19B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Stepan Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 16 | $0 | 0.00% | +16 | New |
| Disciplined Investments, LLC | 5 | $532 | 0.00% | −1−16.7% | Reduced |
| AdvisorNet Financial, Inc | 6 | $639 | 0.00% | +6 | New |
| Aua Capital Management, LLC | 7 | $745 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $745 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $745 | 0.00% | +3+75.0% | Added |
| Concord Wealth Partners | 9 | $958 | 0.00% | +9 | New |
| Parallel Advisors, LLC | 9 | $961 | 0.00% | −5−35.7% | Reduced |
| Covestor Ltd | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 6 | $1.00K | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 14 | $1.49K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 16 | $1.70K | 0.00% | +2+14.3% | Added |
| JFS Wealth Advisors, LLC | 17 | $1.81K | 0.00% | +4+30.8% | Added |
| Tfo-TDC, LLC | 19 | $1.86K | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 20 | $2.00K | 0.00% | +15+300.0% | Added |
| Schubert & Co | 19 | $2.02K | 0.00% | −1−5.0% | Reduced |
| National Bank of Canada | 17 | $2.13K | 0.00% | −3−15.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 28 | $2.98K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 31 | $3.00K | 0.00% | +1+3.3% | Added |
| Pacer Advisors, Inc. | 30 | $3.19K | 0.00% | −6−16.7% | Reduced |
| Belpointe Asset Management LLC | 30 | $3.19K | 0.00% | +30 | New |
| Tilia Fiduciary Partners, Inc. | 48 | $5.15K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 50 | $5.32K | 0.00% | +50 | New |
| Parkside Financial Bank & Trust | 54 | $5.75K | 0.00% | +17+45.9% | Added |
| Assetmark, Inc | 59 | $6.28K | 0.00% | +1+1.7% | Added |
| Lindbrook Capital, LLC | 77 | $8.20K | 0.00% | +72+1,440.0% | Added |
| Steward Partners Investment Advisory, LLC | 83 | $8.84K | 0.00% | −1−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 104 | $10.0K | 0.00% | +58+126.1% | Added |
| Fifth Third Bancorp | 108 | $11.5K | 0.00% | +37+52.1% | Added |
| Signaturefd, LLC | 115 | $12.2K | 0.00% | −19−14.2% | Reduced |
| TCI Wealth Advisors, Inc. | 120 | $12.8K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 120 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 131 | $13.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 131 | $13.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 181 | $20.0K | 0.00% | −2,361−92.9% | Reduced |
| Rockefeller Capital Management L.P. | 191 | $20.0K | 0.00% | +10+5.5% | Added |
| First PREMIER Bank | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 200 | $21.3K | 0.00% | +200 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 251 | $26.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 326 | $34.7K | 0.01% | −7−2.1% | Reduced |
| Lazard Asset Management LLC | 365 | $38.0K | 0.00% | +365 | New |
| Beacon Capital Management, LLC | 400 | $42.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 511 | $54.4K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $64.0K | 0.00% | −1,000−62.5% | Reduced |
| One Wealth Advisors, LLC | 686 | $73.0K | 0.02% | +686 | New |
| Sutton Wealth Advisors Inc. | 692 | $73.7K | 0.03% | −14−2.0% | Reduced |
| IFP Advisors, Inc | 1,218 | $90.0K | 0.00% | −20−1.6% | Reduced |
| Quadrant Capital Group LLC | 936 | $99.6K | 0.01% | +75+8.7% | Added |
| Metropolitan Life Insurance Co | 1,327 | $141.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,709 | $183.9K | 0.01% | +107+6.7% | Added |
| KBC Group NV | 1,789 | $190.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,887 | $201.0K | 0.02% | −5,223−73.5% | Reduced |
| Qube Research & Technologies Ltd | 1,915 | $203.9K | 0.00% | +1,915 | New |
| Mackenzie Financial Corp | 2,039 | $217.1K | 0.00% | +2,039 | New |
| Aigen Investment Management, LP | 2,083 | $221.8K | 0.03% | +2,083 | New |
| Sit Investment Associates Inc | 2,200 | $234.0K | 0.01% | +1,100+100.0% | Added |
| Creative Financial Designs Inc | 2,276 | $242.3K | 0.04% | +336+17.3% | Added |
| Commonwealth Equity Services, LLC | 2,326 | $247.0K | 0.00% | +10+0.4% | Added |
| Kennedy Capital Management, Inc. | 2,346 | $249.8K | 0.01% | −132−5.3% | Reduced |
| Pictet Asset Management SA | 2,422 | $258.0K | 0.00% | +2,422 | New |
| Diversified Trust Co | 2,443 | $260.0K | 0.01% | 00.0% | Unchanged |
| Gratus Capital LLC | 2,446 | $260.4K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,570 | $273.6K | 0.00% | +19+0.7% | Added |
| Balyasny Asset Management LLC | 2,742 | $291.9K | 0.00% | +2,742 | New |
| Two Sigma Advisers, LP | 2,900 | $308.7K | 0.00% | +2,900 | New |
| SG Americas Securities, LLC | 2,944 | $313.0K | 0.00% | −3,195−52.0% | Reduced |
| Hollow Brook Wealth Management LLC | 2,945 | $313.5K | 0.15% | 00.0% | Unchanged |
| US Bancorp | 3,000 | $319.4K | 0.00% | −110−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,031 | $324.0K | 0.00% | +154+5.4% | Added |
| IHT Wealth Management, LLC | 3,047 | $324.3K | 0.02% | +3,047 | New |
| TFG Advisers LLC | 3,071 | $327.0K | 0.17% | +32+1.1% | Added |
| Howe & Rusling Inc | 3,250 | $346.0K | 0.04% | −97−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,427 | $364.8K | 0.00% | −458−11.8% | Reduced |
| Petrus Trust Company, LTA | 3,549 | $377.8K | 0.05% | +3,549 | New |
| Ethic Inc. | 3,560 | $379.0K | 0.02% | −613−14.7% | Reduced |
| CI Private Wealth, LLC | 3,617 | $385.1K | 0.00% | +3,617 | New |
| Putnam Investments LLC | 3,649 | $388.5K | 0.00% | −10.0% | Reduced |
| DekaBank Deutsche Girozentrale | 3,681 | $393.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,708 | $395.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,880 | $413.1K | 0.00% | +886+29.6% | Added |
| Shell Asset Management Co | 3,910 | $416.0K | 0.02% | −783−16.7% | Reduced |
| Everence Capital Management Inc | 3,960 | $422.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 3,980 | $423.7K | 0.00% | +3,980 | New |
| Handelsbanken Fonder AB | 4,165 | $443.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,286 | $456.3K | 0.17% | +37+0.9% | Added |
| Mariner, LLC | 4,316 | $459.0K | 0.00% | +155+3.7% | Added |
| Janus Henderson Group PLC | 4,545 | $483.5K | 0.00% | +4,545 | New |
| AQR Capital Management LLC | 4,693 | $499.6K | 0.00% | +915+24.2% | Added |
| Quantum Capital Management, LLC | 5,010 | $533.4K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,059 | $539.0K | 0.07% | −1,798−26.2% | Reduced |
| Burney Co | 5,192 | $552.7K | 0.03% | −430−7.6% | Reduced |
| Raymond James & Associates | 5,443 | $579.5K | 0.00% | −61−1.1% | Reduced |
| Jane Street Group, LLC | 5,488 | $584.3K | 0.00% | −6,492−54.2% | Reduced |
| New York Life Investment Management LLC | 5,741 | $611.2K | 0.01% | +616+12.0% | Added |
| D. E. Shaw & Co., Inc. | 5,768 | $614.1K | 0.00% | −15,032−72.3% | Reduced |
| Squarepoint Ops LLC | 5,852 | $623.0K | 0.00% | +1,592+37.4% | Added |
| Brown Advisory Inc | 6,195 | $659.5K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 6,270 | $667.5K | 0.02% | +6,270 | New |