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, Q1 2023
Institutional positions in Stepan Co as of Mar 31, 2023. 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
- 207
- −1 vs. Q4 2022
- Shares held
- 17.3M
- +183.1K (+1.1%) vs. Q4 2022
- Total value
- $1.79B
- −$40.3M (−2.2%) vs. Q4 2022
- New holders
- 21
- 67 more added
- Sold out
- 22
- 75 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Stepan Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $103 | 0.00% | −18−94.7% | Reduced |
| AdvisorNet Financial, Inc | 3 | $309 | 0.00% | −3−50.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $310 | 0.00% | −4−57.1% | Reduced |
| Disciplined Investments, LLC | 5 | $515 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $631 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9 | $933 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $1.00K | 0.00% | −3−33.3% | Reduced |
| Ellevest, Inc. | 11 | $1.13K | 0.00% | +11 | New |
| Schubert & Co | 13 | $1.34K | 0.00% | −6−31.6% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $1.34K | 0.00% | −4−23.5% | Reduced |
| Farther Finance Advisors, LLC | 14 | $1.44K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 14 | $1.44K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 16 | $1.65K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 26 | $2.68K | 0.00% | +26 | New |
| Sugarloaf Wealth Management, LLC | 28 | $2.88K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 30 | $3.09K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 53 | $5.00K | 0.00% | +53 | New |
| Tilia Fiduciary Partners, Inc. | 49 | $5.00K | 0.00% | +1+2.1% | Added |
| Parkside Financial Bank & Trust | 49 | $5.05K | 0.00% | −5−9.3% | Reduced |
| Baker Avenue Asset Management, LP | 50 | $5.15K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $5.98K | 0.00% | −1−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 78 | $8.04K | 0.00% | −5−6.0% | Reduced |
| Lindbrook Capital, LLC | 80 | $8.24K | 0.00% | +3+3.9% | Added |
| Massmutual Trust Co FSB | 88 | $9.07K | 0.00% | +68+340.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 101 | $10.0K | 0.00% | +101 | New |
| EverSource Wealth Advisors, LLC | 99 | $10.2K | 0.00% | −32−24.4% | Reduced |
| International Assets Investment Management, LLC | 103 | $10.6K | 0.00% | +103 | New |
| Signaturefd, LLC | 115 | $11.8K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 120 | $12.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 128 | $13.2K | 0.00% | +20+18.5% | Added |
| TD Private Client Wealth LLC | 131 | $13.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 150 | $15.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 155 | $16.0K | 0.00% | +155 | New |
| Ronald Blue Trust, Inc. | 151 | $16.0K | 0.00% | +47+45.2% | Added |
| Cary Street Partner Investment Advisory LLC | 200 | $20.6K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $25.6K | 0.01% | −76−23.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 251 | $25.8K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 400 | $41.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 490 | $50.5K | 0.01% | −446−47.6% | Reduced |
| Tower Research Capital LLC (TRC) | 591 | $61.0K | 0.00% | +410+226.5% | Added |
| Aquatic Capital Management LLC | 600 | $62.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 720 | $74.2K | 0.00% | +209+40.9% | Added |
| IFP Advisors, Inc | 1,200 | $88.0K | 0.00% | −18−1.5% | Reduced |
| Metropolitan Life Insurance Co | 1,185 | $122.1K | 0.01% | −142−10.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,709 | $176.1K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,789 | $184.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,096 | $216.0K | 0.00% | +57+2.8% | Added |
| JustInvest LLC | 2,124 | $218.8K | 0.01% | +2,124 | New |
| Kennedy Capital Management, Inc. | 2,138 | $220.3K | 0.01% | −208−8.9% | Reduced |
| Crossmark Global Holdings, Inc. | 2,158 | $222.0K | 0.01% | +2,158 | New |
| Commonwealth Equity Services, LLC | 2,167 | $223.0K | 0.00% | −159−6.8% | Reduced |
| Acrisure Capital Management, LLC | 2,167 | $223.3K | 0.23% | +2,167 | New |
| Centiva Capital, LP | 2,200 | $226.7K | 0.01% | +2,200 | New |
| Pictet Asset Management SA | 2,422 | $249.5K | 0.00% | 00.0% | Unchanged |
| Gratus Capital LLC | 2,446 | $252.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,460 | $253.4K | 0.03% | +184+8.1% | Added |
| Panagora Asset Management Inc | 2,570 | $264.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,814 | $290.0K | 0.00% | −217−7.2% | Reduced |
| Hollow Brook Wealth Management LLC | 2,945 | $303.4K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,946 | $303.5K | 0.02% | −101−3.3% | Reduced |
| Amundi | 3,032 | $307.2K | 0.00% | +3,032 | New |
| US Bancorp | 2,998 | $308.9K | 0.00% | −2−0.1% | Reduced |
| TFG Advisers LLC | 3,055 | $314.8K | 0.15% | −16−0.5% | Reduced |
| Howe & Rusling Inc | 3,250 | $334.8K | 0.04% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 3,273 | $337.2K | 0.00% | +3,273 | New |
| The PNC Financial Services Group, Inc. | 3,328 | $342.9K | 0.00% | −99−2.9% | Reduced |
| Cubist Systematic Strategies, LLC | 3,335 | $343.6K | 0.00% | +3,335 | New |
| Petrus Trust Company, LTA | 3,549 | $365.7K | 0.04% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 3,600 | $371.0K | 0.01% | +1,400+63.6% | Added |
| Ethic Inc. | 3,625 | $373.5K | 0.02% | +65+1.8% | Added |
| Mirabella Financial Services LLP | 3,685 | $379.7K | 0.08% | +3,685 | New |
| Public Employees Retirement Association of Colorado | 3,708 | $382.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,708 | $382.0K | 0.02% | +3,708 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,880 | $399.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,896 | $401.0K | 0.02% | −14−0.4% | Reduced |
| HSBC Holdings PLC | 3,997 | $407.4K | 0.00% | −3,943−49.7% | Reduced |
| Everence Capital Management Inc | 3,960 | $408.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 4,032 | $415.4K | 0.00% | −1,411−25.9% | Reduced |
| Mariner, LLC | 4,062 | $418.0K | 0.00% | −254−5.9% | Reduced |
| Handelsbanken Fonder AB | 4,165 | $429.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,176 | $430.3K | 0.16% | −110−2.6% | Reduced |
| New York Life Investment Management LLC | 4,651 | $479.2K | 0.01% | −1,090−19.0% | Reduced |
| CI Private Wealth, LLC | 4,697 | $483.9K | 0.00% | +1,080+29.9% | Added |
| AQR Capital Management LLC | 4,706 | $484.9K | 0.00% | +13+0.3% | Added |
| Teacher Retirement System of Texas | 4,749 | $489.0K | 0.00% | −3,558−42.8% | Reduced |
| Burney Co | 4,885 | $503.3K | 0.02% | −307−5.9% | Reduced |
| Quantum Capital Management, LLC | 5,010 | $516.2K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,263 | $542.2K | 0.03% | +5,263 | New |
| Royal Bank of Canada | 5,677 | $585.0K | 0.00% | −1,791−24.0% | Reduced |
| State Board of Administration of Florida Retirement System | 5,972 | $615.3K | 0.00% | −1,190−16.6% | Reduced |
| Brown Advisory Inc | 6,195 | $638.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,440 | $663.5K | 0.01% | +147+2.3% | Added |
| Jane Street Group, LLC | 6,523 | $672.1K | 0.00% | +1,035+18.9% | Added |
| Teachers Retirement System of the State of Kentucky | 6,551 | $675.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,573 | $677.2K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,816 | $702.3K | 0.01% | −200−2.9% | Reduced |