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 2024
Institutional positions in Stepan Co as of Mar 31, 2024. 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
- 200
- +5 vs. Q4 2023
- Shares held
- 18.4M
- −90.6K (−0.5%) vs. Q4 2023
- Total value
- $1.66B
- −$91.7M (−5.2%) vs. Q4 2023
- New holders
- 21
- 60 more added
- Sold out
- 16
- 75 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Stepan Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Tfo-TDC, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $361 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $361 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5 | $448 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $541 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 8 | $720 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 10 | $901 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $1.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $1.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $1.35K | 0.00% | +8+114.3% | Added |
| Quest Partners LLC | 15 | $1.35K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 16 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.89K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $2.21K | 0.00% | −2−7.4% | Reduced |
| Pacer Advisors, Inc. | 27 | $2.43K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 28 | $2.52K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 32 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 42 | $3.78K | 0.00% | −7−14.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $4.05K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $4.07K | 0.00% | +44+880.0% | Added |
| Oakworth Capital, Inc. | 50 | $4.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 59 | $5.31K | 0.00% | −4−6.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 75 | $6.75K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 | $7.92K | 0.00% | +88 | New |
| Householder Group Estate & Retirement Specialist, LLC | 101 | $9.09K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 121 | $10.9K | 0.00% | −117−49.2% | Reduced |
| Parallel Advisors, LLC | 121 | $10.9K | 0.00% | +95+365.4% | Added |
| Nomura Asset Management Co Ltd | 150 | $13.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 196 | $17.6K | 0.00% | −2−1.0% | Reduced |
| Studio Investment Management LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 213 | $19.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 217 | $19.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 269 | $24.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 324 | $29.2K | 0.00% | −4,332−93.0% | Reduced |
| Creative Financial Designs Inc | 330 | $29.7K | 0.00% | −2,017−85.9% | Reduced |
| Leonteq Securities AG | 379 | $34.1K | 0.00% | −19−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 381 | $34.3K | 0.00% | −167−30.5% | Reduced |
| Global Retirement Partners, LLC | 397 | $35.7K | 0.00% | +397 | New |
| Beacon Capital Management, LLC | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 456 | $41.1K | 0.00% | +3+0.7% | Added |
| PEAK6 Investments LLC | 480 | $43.2K | 0.00% | +480 | New |
| Exchange Traded Concepts, LLC | 495 | $44.6K | 0.00% | −17−3.3% | Reduced |
| Adirondack Trust Co | 500 | $45.0K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 600 | $54.0K | 0.04% | +14+2.4% | Added |
| KBC Group NV | 649 | $58.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,083 | $97.5K | 0.00% | +146+15.6% | Added |
| Metropolitan Life Insurance Co | 1,127 | $101.5K | 0.00% | −101−8.2% | Reduced |
| Signaturefd, LLC | 1,145 | $103.1K | 0.00% | +42+3.8% | Added |
| IFP Advisors, Inc | 1,200 | $108.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,340 | $120.6K | 0.00% | −96−6.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,118 | $190.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,280 | $205.3K | 0.06% | +2,280 | New |
| Quadrant Capital Group LLC | 2,380 | $214.3K | 0.02% | +47+2.0% | Added |
| Pictet Asset Management Holding SA | 2,422 | $218.1K | 0.00% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,448 | $220.5K | 0.09% | −244−9.1% | Reduced |
| Shell Asset Management Co | 2,674 | $225.0K | 0.01% | −268−9.1% | Reduced |
| Howe & Rusling Inc | 2,549 | $229.5K | 0.02% | +2,549 | New |
| Inceptionr LLC | 2,557 | $230.2K | 0.06% | +408+19.0% | Added |
| Aquatic Capital Management LLC | 2,700 | $243.1K | 0.01% | +2,700 | New |
| Everence Capital Management Inc | 2,730 | $246.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 2,758 | $248.3K | 0.01% | +235+9.3% | Added |
| IHT Wealth Management, LLC | 2,830 | $254.8K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,061 | $275.6K | 0.08% | +10+0.3% | Added |
| HSBC Holdings PLC | 3,137 | $282.4K | 0.00% | +3,137 | New |
| XTX Topco Ltd | 3,328 | $299.7K | 0.04% | +3,328 | New |
| Public Employees Retirement Association of Colorado | 3,566 | $321.0K | 0.00% | −142−3.8% | Reduced |
| Mariner, LLC | 3,608 | $324.9K | 0.00% | −142−3.8% | Reduced |
| Mutual of America Capital Management LLC | 3,661 | $329.6K | 0.00% | −58−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,670 | $330.4K | 0.00% | −5−0.1% | Reduced |
| Daiwa Securities Group Inc. | 3,683 | $332.0K | 0.00% | +1,093+42.2% | Added |
| Jacobs Levy Equity Management, Inc | 3,688 | $332.1K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 3,750 | $337.6K | 0.00% | +1,183+46.1% | Added |
| Dynamic Technology Lab Private Ltd | 3,752 | $338.0K | 0.04% | +3,752 | New |
| Caitlin John, LLC | 3,938 | $354.5K | 0.27% | +97+2.5% | Added |
| CWM Advisors, LLC | 3,987 | $359.0K | 0.04% | −71−1.7% | Reduced |
| Amundi | 4,384 | $359.8K | 0.00% | +1,228+38.9% | Added |
| New York Life Investment Management LLC | 4,067 | $366.2K | 0.00% | +690+20.4% | Added |
| Handelsbanken Fonder AB | 4,165 | $375.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,195 | $377.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 4,260 | $383.6K | 0.00% | +1,583+59.1% | Added |
| Sit Investment Associates Inc | 4,325 | $389.0K | 0.01% | +725+20.1% | Added |
| Campbell & CO Investment Adviser LLC | 4,343 | $391.0K | 0.03% | +4,343 | New |
| Quadrature Capital Ltd | 4,380 | $394.6K | 0.01% | −4,426−50.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,589 | $413.2K | 0.00% | +4+0.1% | Added |
| Acadian Asset Management LLC | 4,769 | $429.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,771 | $429.6K | 0.00% | −900−15.9% | Reduced |
| Burney Co | 4,802 | $432.4K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,855 | $437.0K | 0.00% | +3,710+324.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,008 | $450.9K | 0.03% | +5,008 | New |
| Quantum Capital Management, LLC | 5,010 | $451.1K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,343 | $481.1K | 0.09% | +5,343 | New |
| UniSuper Management Pty Ltd | 5,687 | $512.1K | 0.00% | +5,687 | New |
| Oregon Public Employees Retirement Fund | 5,716 | $514.7K | 0.01% | −500−8.0% | Reduced |
| Arizona State Retirement System | 6,147 | $553.5K | 0.00% | −102−1.6% | Reduced |
| Forum Financial Management, LP | 6,348 | $571.6K | 0.01% | +150+2.4% | Added |
| CI Private Wealth, LLC | 6,500 | $585.3K | 0.00% | +62+1.0% | Added |
| Savant Capital, LLC | 6,510 | $586.2K | 0.01% | −865−11.7% | Reduced |
| Rathbone Brothers plc | 6,650 | $598.8K | 0.00% | 00.0% | Unchanged |