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 2023
Institutional positions in Stepan Co as of Dec 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
- 195
- −2 vs. Q3 2023
- Shares held
- 18.5M
- +463.4K (+2.6%) vs. Q3 2023
- Total value
- $1.75B
- +$397.1M (+29.4%) vs. Q3 2023
- New holders
- 32
- 63 more added
- Sold out
- 34
- 69 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Stepan Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HRT Financial LP | 6,298 | $595.0K | 0.00% | +6,298 | New |
| Arizona State Retirement System | 6,249 | $590.8K | 0.00% | −112−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 6,216 | $587.7K | 0.01% | −100−1.6% | Reduced |
| Forum Financial Management, LP | 6,198 | $586.0K | 0.01% | −375−5.7% | Reduced |
| State Board of Administration of Florida Retirement System | 6,082 | $575.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,671 | $536.2K | 0.00% | +907+19.0% | Added |
| Quantum Capital Management, LLC | 5,010 | $473.7K | 0.06% | 00.0% | Unchanged |
| Burney Co | 4,802 | $454.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,769 | $450.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,656 | $440.2K | 0.01% | +4,313+1,257.4% | Added |
| D. E. Shaw & Co., Inc. | 4,653 | $439.9K | 0.00% | −43,035−90.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,585 | $433.5K | 0.00% | −9,611−67.7% | Reduced |
| Brown Advisory Inc | 4,195 | $396.6K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,165 | $394.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 4,129 | $390.4K | 0.00% | −12,136−74.6% | Reduced |
| CWM Advisors, LLC | 4,058 | $383.7K | 0.04% | −36−0.9% | Reduced |
| Balyasny Asset Management LLC | 3,877 | $366.6K | 0.00% | −13,102−77.2% | Reduced |
| Caitlin John, LLC | 3,841 | $363.1K | 0.30% | +3,841 | New |
| Mariner, LLC | 3,750 | $354.5K | 0.00% | −1,084−22.4% | Reduced |
| Mutual of America Capital Management LLC | 3,719 | $351.6K | 0.00% | −3−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 3,708 | $351.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 3,688 | $348.7K | 0.00% | +3,688 | New |
| The PNC Financial Services Group, Inc. | 3,675 | $347.5K | 0.00% | +1,121+43.9% | Added |
| Sit Investment Associates Inc | 3,600 | $340.0K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,377 | $319.3K | 0.00% | −78−2.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,051 | $288.5K | 0.09% | −1,055−25.7% | Reduced |
| Allianz Asset Management GmbH | 3,033 | $286.8K | 0.00% | −1,396−31.5% | Reduced |
| Amundi | 3,156 | $280.6K | 0.00% | +289+10.1% | Added |
| Hollow Brook Wealth Management LLC | 2,945 | $278.4K | 0.11% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,942 | $278.0K | 0.01% | −872−22.9% | Reduced |
| IHT Wealth Management, LLC | 2,830 | $267.6K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,791 | $263.9K | 0.00% | +2,791 | New |
| Everence Capital Management Inc | 2,730 | $258.0K | 0.02% | +2,730 | New |
| TFG Advisers LLC | 2,692 | $254.6K | 0.11% | −82−3.0% | Reduced |
| LPL Financial LLC | 2,677 | $253.1K | 0.00% | +2,677 | New |
| Scientech Research LLC | 2,674 | $252.8K | 0.25% | +2,674 | New |
| Daiwa Securities Group Inc. | 2,590 | $245.0K | 0.00% | −40−1.5% | Reduced |
| Keybank National Association | 2,567 | $242.7K | 0.00% | +2,567 | New |
| JustInvest LLC | 2,523 | $238.6K | 0.01% | +2,523 | New |
| Gratus Capital LLC | 2,446 | $231.3K | 0.01% | +2,446 | New |
| Pictet Asset Management Holding SA | 2,422 | $229.0K | 0.00% | +2,422 | New |
| Creative Financial Designs Inc | 2,347 | $222.0K | 0.02% | −251−9.7% | Reduced |
| Quadrant Capital Group LLC | 2,333 | $220.6K | 0.02% | +2,082+829.5% | Added |
| Inceptionr LLC | 2,149 | $203.2K | 0.14% | +2,149 | New |
| Commonwealth Equity Services, LLC | 2,150 | $203.0K | 0.00% | +2,150 | New |
| Ameritas Investment Partners, Inc. | 2,118 | $200.3K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,436 | $135.8K | 0.00% | +698+94.6% | Added |
| Metropolitan Life Insurance Co | 1,228 | $116.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,200 | $113.5K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,145 | $108.0K | 0.00% | −2,247−66.2% | Reduced |
| Signaturefd, LLC | 1,103 | $104.3K | 0.00% | +955+645.3% | Added |
| Huntington National Bank | 937 | $88.6K | 0.00% | +73+8.4% | Added |
| KBC Group NV | 649 | $61.0K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 586 | $55.4K | 0.04% | +586 | New |
| Advisor Group Holdings, Inc. | 548 | $51.8K | 0.00% | −451−45.1% | Reduced |
| Exchange Traded Concepts, LLC | 512 | $48.4K | 0.00% | +512 | New |
| Adirondack Trust Co | 500 | $44.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 580 | $44.0K | 0.00% | +580 | New |
| Copeland Capital Management, LLC | 453 | $42.8K | 0.00% | +333+277.5% | Added |
| Leonteq Securities AG | 398 | $37.6K | 0.00% | +398 | New |
| Beacon Capital Management, LLC | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 269 | $25.4K | 0.00% | +257+2,141.7% | Added |
| GAMMA Investing LLC | 238 | $21.2K | 0.01% | +238 | New |
| Versant Capital Management, Inc | 217 | $20.5K | 0.01% | −33−13.2% | Reduced |
| Lindbrook Capital, LLC | 213 | $20.1K | 0.00% | +213 | New |
| Studio Investment Management LLC | 200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 198 | $18.7K | 0.00% | +179+942.1% | Added |
| Nomura Asset Management Co Ltd | 150 | $14.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 75 | $7.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $5.96K | 0.00% | +63 | New |
| Oakworth Capital, Inc. | 50 | $4.73K | 0.00% | +50 | New |
| Manchester Capital Management LLC | 49 | $4.63K | 0.00% | +32+188.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $4.06K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 32 | $3.03K | 0.00% | +32 | New |
| Bessemer Group Inc | 32 | $3.00K | 0.00% | +32 | New |
| Sugarloaf Wealth Management, LLC | 28 | $2.65K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 28 | $2.65K | 0.00% | +12+75.0% | Added |
| Pacer Advisors, Inc. | 27 | $2.55K | 0.00% | −6−18.2% | Reduced |
| Farther Finance Advisors, LLC | 27 | $2.55K | 0.00% | +19+237.5% | Added |
| Parallel Advisors, LLC | 26 | $2.46K | 0.00% | −68−72.3% | Reduced |
| Bell Investment Advisors, Inc | 21 | $1.99K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 16 | $1.51K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $1.32K | 0.00% | +14 | New |
| Private Wealth Management Group, LLC | 14 | $1.32K | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 10 | $946 | 0.00% | −6−37.5% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $662 | 0.00% | −9−56.3% | Reduced |
| SJS Investment Consulting Inc. | 6 | $568 | 0.00% | +3+100.0% | Added |
| AdvisorNet Financial, Inc | 6 | $567 | 0.00% | +4+200.0% | Added |
| EverSource Wealth Advisors, LLC | 5 | $473 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $379 | 0.00% | −1−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $379 | 0.00% | +4 | New |
| Assetmark, Inc | 3 | $284 | 0.00% | −70−95.9% | Reduced |
| Tfo-TDC, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −57,176−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −26,004−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −24,380−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,270−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,720−100.0% | Sold out |