Stepan Ownership 2024 | Who Owns Stepan Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

80.18%

Insider Ownership

3.88%

Retail Ownership

15.93%

Institutional Holders

200.00

Stepan Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.14.67%0.01%3,348,107-61,783-1.81%281,107,066Jun 30, 2024
VANGUARD GROUP INC11.16%0.00%2,546,607-17,891-0.70%213,813,124Jun 30, 2024
HIGHTOWER ADVISORS, LLC7.41%0.22%1,691,189-177,466-9.50%141,997,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP5.61%0.03%1,279,45034,2642.75%107,421,442Jun 30, 2024
STATE STREET CORP5.16%0.00%1,177,657-27,793-2.31%98,876,082,000Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC3.27%0.29%747,14052,9447.63%62,729,874Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC3.07%0.06%699,864-21,498-2.98%58,760,582Jun 30, 2024
FIRST TRUST ADVISORS LP2.47%0.05%563,332-112,591-16.66%47,297,356Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.11%0.00%482,19918,0343.89%40,494,296Jun 30, 2024
MORGAN STANLEY2.00%0.00%455,473-50,376-9.96%38,241,676Jun 30, 2024
DEPRINCE RACE & ZOLLO INC1.86%0.79%424,16617,3614.27%35,612,977Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.56%0.01%355,36616,0984.74%29,836,529Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.43%0.01%325,4436,5422.05%27,324,210Jun 30, 2024
SOUTHERNSUN ASSET MANAGEMENT, LLC1.22%2.82%278,74416,1686.16%23,403,346Jun 30, 2024
NFJ INVESTMENT GROUP, LLC1.14%0.67%259,858-33,804-11.51%21,817,678Jun 30, 2024
NORTHERN TRUST CORP1.11%0.00%254,108-19,275-7.05%21,334,907,000Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.93%0.01%211,30271,43151.07%17,740,916Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC0.74%0.18%168,822168,822100.00%14,174,295Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.56%0.02%128,470-41,375-24.36%10,786,341Jun 30, 2024
BANK OF AMERICA CORP /DE/0.55%0.00%126,4263,6092.94%10,614,727Jun 30, 2024

Stepan's largest institutional shareholder is BLACKROCK INC., holding 14.67% of the company's total share outstanding, currently valued at $281.11M. The top 10 institutional shareholders own together 56.92% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SOUTHERNSUN ASSET MANAGEMENT, LLC1.22%2.82%278,74416,1686.16%23,403,346Jun 30, 2024
GRACE & WHITE INC /NY0.54%1.93%122,647--10,297,442Jun 30, 2024
O'KEEFE STEVENS ADVISORY, INC.0.26%1.68%60,0031,2362.10%5,037,860Jun 30, 2024
DEAN CAPITAL MANAGEMENT0.04%0.93%8,646-6,137-41.51%725,918Jun 30, 2024
DEPRINCE RACE & ZOLLO INC1.86%0.79%424,16617,3614.27%35,612,977Jun 30, 2024
NFJ INVESTMENT GROUP, LLC1.14%0.67%259,858-33,804-11.51%21,817,678Jun 30, 2024
ROMANO BROTHERS AND COMPANY0.12%0.32%27,779-61-0.22%2,332,325Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC3.27%0.29%747,14052,9447.63%62,729,874Jun 30, 2024
DEAN INVESTMENT ASSOCIATES, LLC0.10%0.28%23,434-19,732-45.71%1,967,519Jun 30, 2024
CENTERBOOK PARTNERS LP0.19%0.23%44,40817,61265.73%3,728,496Jun 30, 2024
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC0.06%0.22%14,500--1,217,420Jun 30, 2024
HIGHTOWER ADVISORS, LLC7.41%0.22%1,691,189-177,466-9.50%141,997,000Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC0.74%0.18%168,822168,822100.00%14,174,295Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.04%0.15%9,8874,54485.05%830,113Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.10%0.13%22,78814,731182.83%1,913,000Jun 30, 2024
LEGATO CAPITAL MANAGEMENT LLC0.04%0.10%8,646-6,137-41.51%725,918Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.10%0.10%23,97423,974100.00%2,012,857Jun 30, 2024
1620 INVESTMENT ADVISORS, INC.0.01%0.09%1,4681,468100.00%123,262Jun 30, 2024
INCEPTIONR LLC0.02%0.09%3,8411,28450.22%322,490Jun 30, 2024
MEIJI YASUDA ASSET MANAGEMENT CO LTD.0.11%0.09%26,208-5,392-17.06%2,200,424Jun 30, 2024

The largest Stepan shareholder by % of total assets is SOUTHERNSUN ASSET MANAGEMENT, LLC. The company owns 278.74K shares of Stepan (SCL), representing 2.82% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GOTHAM ASSET MANAGEMENT, LLC0.74%0.18%168,822168,822100.00%14,174,295Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.44%0.04%100,609100,609100.00%8,447,132Jun 30, 2024
NORGES BANK0.44%0.00%99,43299,432100.00%8,348,311Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.93%0.01%211,30271,43151.07%17,740,916Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC3.27%0.29%747,14052,9447.63%62,729,874Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP5.61%0.03%1,279,45034,2642.75%107,421,442Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.10%0.10%23,97423,974100.00%2,012,857Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.23%0.00%52,34623,31580.31%4,394,970Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.18%0.01%41,33821,734110.87%3,470,738Jun 30, 2024
SQUAREPOINT OPS LLC0.12%0.00%27,40519,477245.67%2,300,924Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.11%0.00%482,19918,0343.89%40,494,296Jun 30, 2024
CENTERBOOK PARTNERS LP0.19%0.23%44,40817,61265.73%3,728,496Jun 30, 2024
DEPRINCE RACE & ZOLLO INC1.86%0.79%424,16617,3614.27%35,612,977Jun 30, 2024
SOUTHERNSUN ASSET MANAGEMENT, LLC1.22%2.82%278,74416,1686.16%23,403,346Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.56%0.01%355,36616,0984.74%29,836,529Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.10%0.13%22,78814,731182.83%1,913,000Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.08%0.01%18,07714,389390.16%1,517,745Jun 30, 2024
GOLDMAN SACHS GROUP INC0.25%0.00%56,93512,69828.70%4,780,233Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.01%12,39012,390100.00%1,040,264Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%11,38911,389100.00%956,220Jun 30, 2024

As of Jun 30 2024, Stepan's largest institutional buyer is GOTHAM ASSET MANAGEMENT, LLC. The company purchased 168.82K stocks of SCL, valued at $14.17M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HIGHTOWER ADVISORS, LLC7.41%0.22%1,691,189-177,466-9.50%141,997,000Jun 30, 2024
FIRST TRUST ADVISORS LP2.47%0.05%563,332-112,591-16.66%47,297,356Jun 30, 2024
BLACKROCK INC.14.67%0.01%3,348,107-61,783-1.81%281,107,066Jun 30, 2024
MORGAN STANLEY2.00%0.00%455,473-50,376-9.96%38,241,676Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.56%0.02%128,470-41,375-24.36%10,786,341Jun 30, 2024
NFJ INVESTMENT GROUP, LLC1.14%0.67%259,858-33,804-11.51%21,817,678Jun 30, 2024
STATE STREET CORP5.16%0.00%1,177,657-27,793-2.31%98,876,082,000Jun 30, 2024
JPMORGAN CHASE & CO0.52%0.00%119,164-22,668-15.98%10,005,010Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC3.07%0.06%699,864-21,498-2.98%58,760,582Jun 30, 2024
DEAN INVESTMENT ASSOCIATES, LLC0.10%0.28%23,434-19,732-45.71%1,967,519Jun 30, 2024
NORTHERN TRUST CORP1.11%0.00%254,108-19,275-7.05%21,334,907,000Jun 30, 2024
VANGUARD GROUP INC11.16%0.00%2,546,607-17,891-0.70%213,813,124Jun 30, 2024
PROSHARE ADVISORS LLC0.33%0.02%76,153-14,059-15.58%6,393,806Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----11,492-100.00%-Jun 30, 2024
UBS GROUP AG0.32%0.00%73,075-10,836-12.91%6,135,377Jun 30, 2024
BARCLAYS PLC0.07%0.00%16,135-9,903-38.03%1,355,000Jun 30, 2024
INVESCO LTD.0.52%0.00%119,508-8,344-6.53%10,033,913Jun 30, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D0.10%0.01%22,429-7,986-26.26%1,883,139Jun 30, 2024
EISLER CAPITAL (US) LLC----7,986-100.00%-Jun 30, 2024
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO0.28%0.02%63,277-7,560-10.67%5,312,737Jun 30, 2024

As of Jun 30 2024, Stepan's biggest institutional seller is HIGHTOWER ADVISORS, LLC. The company sold -0.18M shares of SCL, valued at $142.00M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GOTHAM ASSET MANAGEMENT, LLC0.74%0.18%168,822168,822100.00%14,174,295Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.44%0.04%100,609100,609100.00%8,447,132Jun 30, 2024
NORGES BANK0.44%0.00%99,43299,432100.00%8,348,311Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.10%0.10%23,97423,974100.00%2,012,857Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.01%12,39012,390100.00%1,040,264Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%11,38911,389100.00%956,220Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.04%0.00%9,9149,914100.00%832,379Jun 30, 2024
MARSHALL WACE, LLP0.04%0.00%8,2958,295100.00%696,448Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.04%0.00%8,0928,092100.00%679,404Jun 30, 2024
ZACKS INVESTMENT MANAGEMENT0.03%0.01%7,8687,868100.00%660,601Jun 30, 2024
TOROSO INVESTMENTS, LLC0.03%0.01%7,0907,090100.00%595,276Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.02%0.00%3,6003,600100.00%302,256Jun 30, 2024
WALLEYE CAPITAL LLC0.01%0.00%3,1253,125100.00%262,375Jun 30, 2024
TREXQUANT INVESTMENT LP0.01%0.00%2,9702,970100.00%249,361Jun 30, 2024
JUMP FINANCIAL, LLC0.01%0.00%2,4372,437100.00%204,611Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS0.01%0.00%2,4322,432100.00%204,000Jun 30, 2024
QUANTBOT TECHNOLOGIES LP0.01%0.01%2,3242,324100.00%195,123Jun 30, 2024
NVERSES CAPITAL, LLC0.01%0.08%1,6001,600100.00%134,336Jun 30, 2024
1620 INVESTMENT ADVISORS, INC.0.01%0.09%1,4681,468100.00%123,262Jun 30, 2024
STRS OHIO0.00%0.00%1,0001,000100.00%83,960,000Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.02%704704100.00%59,108Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.00%-328328100.00%27,000Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.03%266266100.00%22,333Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%190190100.00%15,953Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%0.00%4343100.00%3,610Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC0.00%0.00%2626100.00%2,183Jun 30, 2024
CONTINUUM ADVISORY, LLC0.00%0.00%2121100.00%1,763Jun 30, 2024
ROTHSCHILD INVESTMENT LLC-0.00%1010100.00%840Jun 30, 2024
LARSON FINANCIAL GROUP LLC--22100.00%168Jun 30, 2024

Stepan's largest new institutional shareholder by number of shares is GOTHAM ASSET MANAGEMENT, LLC, purchased 168.82K shares, valued at $14.17M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERICAN INTERNATIONAL GROUP, INC.----11,492-100.00%-Jun 30, 2024
EISLER CAPITAL (US) LLC----7,986-100.00%-Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----5,972-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----5,900-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----5,008-100.00%-Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----4,067-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----3,752-100.00%-Jun 30, 2024
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC----2,758-100.00%-Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC----2,700-100.00%-Jun 30, 2024
TFG ADVISERS LLC----2,448-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,127-100.00%-Jun 30, 2024
COPELAND CAPITAL MANAGEMENT, LLC----456-100.00%-Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC----14-100.00%-Jun 30, 2024
TFO-TDC, LLC----1-100.00%-Jun 30, 2024

Stepan's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -11.49K shares, valued at -, as of undefined.

Stepan Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Walthausen Funds0.98%33,493--Apr 30, 2023
STATE STREET INSTITUTIONAL FUNDS0.09%71,398-23,582-24.83%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.07%650,028-47,435-6.80%Mar 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.04%112,638--Mar 31, 2024
VANGUARD ADMIRAL FUNDS0.03%139,73519,40816.13%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.03%14,027--Mar 31, 2024
Ultimus Managers Trust0.02%267,397-17,941-6.29%Jan 31, 2024
Vericimetry Funds0.02%2,080--Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.02%21,429-3,179-12.92%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.02%10,6491061.01%Mar 31, 2024
VICTORY PORTFOLIOS0.02%520,000179,00052.49%Mar 31, 2024
HENNESSY FUNDS TRUST0.02%31,200--Jan 31, 2024
Collaborative Investment Series Trust0.01%1,732--Mar 31, 2024
Humankind Benefit Corp0.01%243219.46%Dec 31, 2023
Capitol Series Trust0.01%97,138--Jan 31, 2024
TIMOTHY PLAN0.01%39,8014681.19%Mar 31, 2024
Virtus Investment Trust0.01%282,942-16,063-5.37%Mar 28, 2024
ADVISORS' INNER CIRCLE FUND0.01%188,295--Jan 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.01%199-869-81.37%Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%15,384--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%24,125-1,983-7.60%Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%37,603-1,309-3.36%Mar 31, 2024
AdvisorShares Trust0.01%24,380--Mar 28, 2024
SIT MUTUAL FUNDS INC0.01%2,25072547.54%Mar 28, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%3,147-88-2.72%Mar 31, 2024
VANGUARD INDEX FUNDS0.00%1,895,518-311,935-14.13%Mar 31, 2024
Nushares ETF Trust0.00%26,905-1,049-3.75%Jan 31, 2024
BNY Mellon Strategic Funds, Inc.0.00%8,287--Mar 31, 2024
FIRST TRUST VARIABLE INSURANCE TRUST0.00%16,244--Mar 28, 2024
SYNTAX ETF TRUST0.00%9955.32%Mar 31, 2024
UNIFIED SERIES TRUST0.00%42,9013,5889.13%Mar 31, 2024
RANGER FUNDS INVESTMENT TRUST0.00%103103-Apr 30, 2020
AMG FUNDS0.00%73,183--Mar 28, 2024
Fidelity Commonwealth Trust II0.00%16,499--Aug 31, 2023
Harbor ETF Trust0.00%11,1229689.53%Jan 31, 2024
VANGUARD SPECIALIZED FUNDS0.00%121,3597320.61%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%479--Mar 31, 2024
AMG Funds I0.00%4,307--Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%87,9622,7843.27%Jan 31, 2024
Natixis Funds Trust IV0.00%613284.79%Jan 31, 2024
Bernstein Fund Inc0.00%15,820--Mar 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%99028540.43%Sep 30, 2020
SSGA FUNDS0.00%759--Feb 29, 2024
BRIDGEWAY FUNDS INC0.00%3,800--Mar 28, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%22,152--Jan 31, 2024
ROYCE VALUE TRUST, INC.0.00%1,129--Mar 31, 2024
IndexIQ ETF Trust0.00%3,153-227-6.72%Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%137,21115,02912.30%Feb 29, 2024
PFM Multi-Manager Series Trust0.00%833--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%188,7356,8323.76%Feb 29, 2024
EXCHANGE TRADED CONCEPTS TRUST0.00%5,027--Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%907,694145,75619.13%Jan 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%164,086-1,919-1.16%Mar 31, 2024
Calvert Variable Products, Inc.0.00%2,118--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.00%2,000--Mar 31, 2024
Dimensional ETF Trust0.00%317,73833,85811.93%Jan 31, 2024
WESMARK FUNDS0.00%2,300--Mar 31, 2024
SHELTON FUNDS0.00%1,037--Feb 29, 2024
Meeder Funds0.00%2,700--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,724-552-16.85%Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%40,03610,30034.64%Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%8,598470.55%Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%13,464--Mar 31, 2024
SCHWAB STRATEGIC TRUST0.00%233,22515,7977.27%Feb 29, 2024
STEWARD FUNDS, INC.0.00%952-97-9.25%Jan 31, 2024
PROSHARES TRUST0.00%93,6247640.82%Feb 29, 2024
SunAmerica Specialty Series0.00%178--Apr 30, 2021
FIDELITY SELECT PORTFOLIOS0.00%20,400--Feb 29, 2024
VANGUARD WORLD FUND0.00%74,2752,3693.29%Feb 29, 2024
JOHNSON MUTUAL FUNDS TRUST0.00%8,200--Mar 31, 2024
STONE RIDGE TRUST0.00%6,956--Jan 31, 2024
PRUDENTIAL SERIES FUND0.00%21,829-600-2.68%Mar 28, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.00%800--Jan 31, 2024
Fidelity Central Investment Portfolios LLC0.00%13,300--Feb 29, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%14,22250.04%Dec 31, 2023
Catholic Responsible Investments Funds0.00%9,569-106-1.10%Jan 31, 2024
PRAXIS MUTUAL FUNDS0.00%2,7301,33095.00%Dec 31, 2023
Global X Funds0.00%9,8295185.56%Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%7,050-1,530-17.83%Mar 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%67,229-19,643-22.61%Feb 29, 2024
STERLING CAPITAL FUNDS0.00%4,530--Mar 28, 2024
T. Rowe Price Index Trust, Inc.0.00%4,4451252.89%Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%135-19-12.34%Sep 30, 2023
KP Funds0.00%7,5652473.38%Sep 30, 2020
THRIVENT SERIES FUND INC0.00%18,434-500-2.64%Mar 28, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%8,390--Mar 31, 2024
VANGUARD HORIZON FUNDS0.00%3,762--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%410--Mar 31, 2024
DFA INVESTMENT TRUST CO0.00%22,152--Jan 31, 2024
SA FUNDS INVESTMENT TRUST0.00%2,418--Mar 31, 2024
iSHARES TRUST0.00%2,455,239-70,978-2.81%Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%1,38122719.67%Mar 28, 2024
RUSSELL INVESTMENT CO0.00%42,40514,49351.92%Jan 31, 2024
JPMORGAN INSURANCE TRUST0.00%1,800--Mar 31, 2023
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%7,678-200-2.54%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%588--Mar 31, 2024
BMO FUNDS, INC.0.00%4,898460.95%Aug 31, 2020
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%980--Mar 28, 2024
BNY MELLON FUNDS TRUST0.00%7,563--Aug 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.00%1,223716.16%Mar 31, 2024

Stepan's largest mutual fund holder by % of total assets is "Walthausen Funds", owning 33.49K shares, compromising 0.98% of its total assets.

Stepan Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 242000.50%
31 Mar, 241991.53%
31 Dec, 23196-1.51%
30 Sep, 231992.58%
30 Jun, 23194-6.73%
31 Mar, 232080.48%
31 Dec, 222075.08%
30 Sep, 22197-1.99%
30 Jun, 22201-1.95%
31 Mar, 22205-2.84%
31 Dec, 212111.93%
30 Sep, 21207-10.78%
30 Jun, 212327.41%
31 Mar, 21216-6.90%
31 Dec, 2023210.48%
30 Sep, 202103.96%
30 Jun, 2020214.12%
31 Mar, 20177-9.23%
31 Dec, 19195-2.50%
30 Sep, 192004.71%
30 Jun, 19191-9.48%
31 Mar, 1921111.05%
31 Dec, 18190-5.47%
30 Sep, 182012.03%
30 Jun, 18197-1.50%
31 Mar, 18200-0.99%
31 Dec, 172023.06%
30 Sep, 17196-4.39%
30 Jun, 172051.49%
31 Mar, 172025.76%
31 Dec, 161914.37%
30 Sep, 161835.78%
30 Jun, 16173-0.57%
31 Mar, 161744.19%
31 Dec, 151673.09%
30 Sep, 15162-5.81%
30 Jun, 151728.18%
31 Mar, 151593.25%
31 Dec, 141544.05%
30 Sep, 14148-1.33%
30 Jun, 141504.90%
31 Mar, 141432.14%
31 Dec, 13140-6.04%
30 Sep, 131493.47%
30 Jun, 13144132.26%
31 Mar, 13628.77%
31 Dec, 12573.64%
30 Sep, 12553.77%
30 Jun, 125320.45%
31 Mar, 124410.00%
31 Dec, 11408.11%
30 Sep, 1137-9.76%
30 Jun, 11417.89%
31 Mar, 1138-
31 Dec, 1038-7.32%
30 Sep, 1041-
30 Jun, 1041-8.89%
31 Mar, 104518.42%
31 Dec, 0938-9.52%
30 Sep, 094220.00%
30 Jun, 093584.21%
31 Mar, 0919-34.48%
31 Dec, 082911.54%
30 Sep, 082613.04%
30 Jun, 082327.78%
31 Mar, 0818-5.26%
31 Dec, 071926.67%
30 Sep, 0715-
30 Jun, 0715-16.67%
31 Mar, 071820.00%
31 Dec, 061515.38%
30 Sep, 0613-
30 Jun, 0613-13.33%
31 Mar, 061525.00%
31 Dec, 051233.33%
30 Sep, 059-18.18%
30 Jun, 051122.22%
31 Mar, 059-
31 Dec, 049-
30 Sep, 049-10.00%
30 Jun, 041025.00%
31 Mar, 04814.29%
31 Dec, 037-
30 Sep, 03716.67%
30 Jun, 036-
31 Mar, 036-
31 Dec, 026-25.00%
30 Sep, 02814.29%
30 Jun, 02716.67%
31 Mar, 026200.00%
31 Dec, 012-33.33%
30 Sep, 013-25.00%
30 Jun, 014-
31 Mar, 01433.33%
31 Dec, 003-25.00%
30 Sep, 004-
30 Jun, 004-20.00%
31 Mar, 00566.67%
31 Dec, 993-25.00%
30 Sep, 994-33.33%
30 Jun, 996-14.29%
31 Mar, 997-

As of 30 Jun 24, 200 institutions are holding Stepan's shares, representing an increase of 0.50% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2418,300,7840.10%
31 Mar, 2418,282,092-1.15%
31 Dec, 2318,495,0913.44%
30 Sep, 2317,880,827-0.50%
30 Jun, 2317,969,8193.73%
31 Mar, 2317,324,166-0.03%
31 Dec, 2217,329,2770.26%
30 Sep, 2217,285,159-0.56%
30 Jun, 2217,383,0440.23%
31 Mar, 2217,343,8730.78%
31 Dec, 2117,208,8091.43%
30 Sep, 2116,966,943-0.54%
30 Jun, 2117,058,871-0.76%
31 Mar, 2117,190,241-0.27%
31 Dec, 2017,236,022-0.13%
30 Sep, 2017,257,6100.76%
30 Jun, 2017,128,142-0.97%
31 Mar, 2017,295,2700.24%
31 Dec, 1917,253,5070.62%
30 Sep, 1917,147,882-0.99%
30 Jun, 1917,318,7723.14%
31 Mar, 1916,791,0002.31%
31 Dec, 1816,411,7783.77%
30 Sep, 1815,815,9940.16%
30 Jun, 1815,790,9331.99%
31 Mar, 1815,483,2424.41%
31 Dec, 1714,829,5550.72%
30 Sep, 1714,723,9262.10%
30 Jun, 1714,421,6331.33%
31 Mar, 1714,232,6292.58%
31 Dec, 1613,874,9920.23%
30 Sep, 1613,843,0892.31%
30 Jun, 1613,529,9310.15%
31 Mar, 1613,509,1171.64%
31 Dec, 1513,291,738-0.95%
30 Sep, 1513,418,9331.52%
30 Jun, 1513,218,0561.00%
31 Mar, 1513,087,7550.89%
31 Dec, 1412,972,254-1.26%
30 Sep, 1413,138,0681.85%
30 Jun, 1412,899,150-1.24%
31 Mar, 1413,061,6291.39%
31 Dec, 1312,882,7200.75%
30 Sep, 1312,787,1220.79%
30 Jun, 1312,686,334219.27%
31 Mar, 133,973,595-30.07%
31 Dec, 125,682,048180.28%
30 Sep, 122,027,273-33.16%
30 Jun, 123,033,24533.59%
31 Mar, 122,270,530-12.20%
31 Dec, 112,585,979-4.12%
30 Sep, 112,697,199-22.51%
30 Jun, 113,480,90772.80%
31 Mar, 112,014,44527.49%
31 Dec, 101,580,055-15.66%
30 Sep, 101,873,439-22.52%
30 Jun, 102,418,013-9.37%
31 Mar, 102,667,91549.89%
31 Dec, 091,779,908-7.93%
30 Sep, 091,933,27553.94%
30 Jun, 091,255,84237.59%
31 Mar, 09912,726-39.44%
31 Dec, 081,507,041154.17%
30 Sep, 08592,917-14.26%
30 Jun, 08691,538-26.21%
31 Mar, 08937,141-2.92%
31 Dec, 07965,3368.00%
30 Sep, 07893,859-7.72%
30 Jun, 07968,653-20.00%
31 Mar, 071,210,83062.20%
31 Dec, 06746,50728.89%
30 Sep, 06579,167-19.95%
30 Jun, 06723,492-16.07%
31 Mar, 06861,9911.15%
31 Dec, 05852,1534.94%
30 Sep, 05812,04911.53%
30 Jun, 05728,100-13.02%
31 Mar, 05837,132-9.50%
31 Dec, 04924,9736.27%
30 Sep, 04870,413-6.52%
30 Jun, 04931,09731.17%
31 Mar, 04709,8322.03%
31 Dec, 03695,720-0.94%
30 Sep, 03702,2937.42%
30 Jun, 03653,769-7.38%
31 Mar, 03705,830-0.52%
31 Dec, 02709,5531.47%
30 Sep, 02699,2656.03%
30 Jun, 02659,49512.38%
31 Mar, 02586,8681848.30%
31 Dec, 0130,12214.92%
30 Sep, 0126,212-68.83%
30 Jun, 0184,088-53.34%
31 Mar, 01180,2070.06%
31 Dec, 00180,107-63.28%
30 Sep, 00490,423196.49%
30 Jun, 00165,407-3.21%
31 Mar, 00170,8914.66%
31 Dec, 99163,285-51.01%
30 Sep, 99333,300-55.48%
30 Jun, 99748,6822.30%
31 Mar, 99731,858-

Stepan (SCL) has 18.30M shares outstanding as of 30 Jun 24, up 0.10% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2480.18%1.25%
31 Mar, 2480.10%1.22%
31 Dec, 2381.14%1.32%
30 Sep, 2378.47%1.26%
30 Jun, 2378.93%1.36%
31 Mar, 2376.13%1.32%
31 Dec, 2276.07%1.32%
30 Sep, 2275.97%1.31%
30 Jun, 2276.27%1.33%
31 Mar, 2275.75%1.34%
31 Dec, 2175.25%1.37%
30 Sep, 2174.10%1.34%
30 Jun, 2174.32%1.33%
31 Mar, 2174.82%1.33%
31 Dec, 2075.11%1.32%
30 Sep, 2075.34%1.35%
30 Jun, 2074.72%1.32%
31 Mar, 2075.12%1.34%
31 Dec, 1974.84%1.35%
30 Sep, 1974.48%1.32%
30 Jun, 1975.02%1.42%
31 Mar, 1972.69%1.43%
31 Dec, 1871.29%1.51%
30 Sep, 1868.81%1.46%
30 Jun, 1868.54%1.52%
31 Mar, 1867.08%1.61%
31 Dec, 1764.63%1.57%
30 Sep, 1764.10%1.62%
30 Jun, 1762.83%1.63%
31 Mar, 1762.15%1.68%
31 Dec, 1660.87%1.65%
30 Sep, 1660.66%1.72%
30 Jun, 1659.45%1.68%
31 Mar, 1659.43%1.74%
31 Dec, 1558.48%1.68%
30 Sep, 1559.03%1.75%
30 Jun, 1558.12%1.75%
31 Mar, 1557.61%1.77%
31 Dec, 1457.00%1.71%
30 Sep, 1457.81%1.80%
30 Jun, 1456.67%1.72%
31 Mar, 1457.36%1.79%
31 Dec, 1356.62%1.78%
30 Sep, 1356.33%1.78%
30 Jun, 1356.24%17.97%
31 Mar, 1317.69%2.60%
31 Dec, 1226.09%28.43%
30 Sep, 129.58%4.64%
30 Jun, 1214.38%12.32%
31 Mar, 1210.80%6.94%
31 Dec, 1112.48%7.37%
30 Sep, 1113.01%4.60%
30 Jun, 1116.82%17.67%
31 Mar, 119.76%16.27%
31 Dec, 107.74%9.16%
30 Sep, 109.19%6.49%
30 Jun, 1011.90%6.82%
31 Mar, 1013.21%16.25%
31 Dec, 099.02%9.42%
30 Sep, 099.78%23.76%
30 Jun, 096.42%29.44%
31 Mar, 094.67%7.52%
31 Dec, 087.88%83.08%
30 Sep, 083.08%23.37%
30 Jun, 083.63%14.60%
31 Mar, 084.99%18.69%
31 Dec, 075.16%22.48%
30 Sep, 074.79%17.69%
30 Jun, 075.21%12.26%
31 Mar, 076.52%39.01%
31 Dec, 064.09%40.96%
30 Sep, 063.16%20.09%
30 Jun, 063.96%17.46%
31 Mar, 064.76%21.38%
31 Dec, 054.72%23.23%
30 Sep, 054.51%27.52%
30 Jun, 054.05%18.69%
31 Mar, 054.65%17.58%
31 Dec, 045.15%21.91%
30 Sep, 044.85%17.98%
30 Jun, 045.19%32.96%
31 Mar, 043.97%25.91%
31 Dec, 033.91%25.06%
30 Sep, 033.95%29.19%
30 Jun, 033.68%23.30%
31 Mar, 033.97%24.79%
31 Dec, 024.00%25.78%
30 Sep, 023.94%28.45%
30 Jun, 023.72%36.99%
31 Mar, 023.17%10885.47%
31 Dec, 010.17%778.26%
30 Sep, 010.15%65.63%
30 Jun, 010.48%49.97%
31 Mar, 010.97%96.26%
31 Dec, 001.01%14.42%
30 Sep, 002.64%340.42%
30 Jun, 000.88%108.93%
31 Mar, 000.90%114.99%
31 Dec, 990.88%30.51%
30 Sep, 991.70%11.85%
30 Jun, 993.79%26.53%
31 Mar, 993.78%-

As of 30 Jun 24, Stepan is held by 80.18% institutional shareholders, representing a 1.25% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 249824.05%
31 Mar, 2479-16.84%
31 Dec, 2395-1.04%
30 Sep, 239623.08%
30 Jun, 2378-11.36%
31 Mar, 2388-17.76%
31 Dec, 2210720.22%
30 Sep, 22891.14%
30 Jun, 2288-8.33%
31 Mar, 2296-8.57%
31 Dec, 2110532.91%
30 Sep, 2179-7.06%
30 Jun, 2185-15.00%
31 Mar, 21100-2.91%
31 Dec, 20103-
30 Sep, 201037.29%
30 Jun, 209645.45%
31 Mar, 2066-25.84%
31 Dec, 19894.71%
30 Sep, 1985-1.16%
30 Jun, 1986-21.10%
31 Mar, 1910939.74%
31 Dec, 1878-16.13%
30 Sep, 1893-7.00%
30 Jun, 181002.04%
31 Mar, 1898-8.41%
31 Dec, 1710712.63%
30 Sep, 1795-8.65%
30 Jun, 17104-1.89%
31 Mar, 1710630.86%
31 Dec, 1681-23.58%
30 Sep, 1610620.45%
30 Jun, 16886.02%
31 Mar, 1683-5.68%
31 Dec, 158818.92%
30 Sep, 1574-12.94%
30 Jun, 1585-6.59%
31 Mar, 159112.35%
31 Dec, 14811.25%
30 Sep, 14803.90%
30 Jun, 147724.19%
31 Mar, 1462-10.14%
31 Dec, 1369-15.85%
30 Sep, 1382-29.91%
30 Jun, 13117200.00%
31 Mar, 1339-30.36%
31 Dec, 125680.65%
30 Sep, 1231-3.13%
30 Jun, 123252.38%
31 Mar, 1221-8.70%
31 Dec, 112327.78%
30 Sep, 1118-25.00%
30 Jun, 112426.32%
31 Mar, 111935.71%
31 Dec, 1014-30.00%
30 Sep, 1020-20.00%
30 Jun, 1025-24.24%
31 Mar, 103383.33%
31 Dec, 0918-40.00%
30 Sep, 09303.45%
30 Jun, 0929163.64%
31 Mar, 0911-42.11%
31 Dec, 081911.76%
30 Sep, 08176.25%
30 Jun, 081633.33%
31 Mar, 08129.09%
31 Dec, 071157.14%
30 Sep, 077-12.50%
30 Jun, 078-11.11%
31 Mar, 07912.50%
31 Dec, 06833.33%
30 Sep, 066-25.00%
30 Jun, 06833.33%
31 Mar, 066-25.00%
31 Dec, 05860.00%
30 Sep, 055-
30 Jun, 05525.00%
31 Mar, 054-20.00%
31 Dec, 04525.00%
30 Sep, 044-33.33%
30 Jun, 046100.00%
31 Mar, 043200.00%
31 Dec, 031-50.00%
30 Sep, 032-33.33%
30 Jun, 033200.00%
31 Mar, 031-75.00%
31 Dec, 024-20.00%
30 Sep, 025-28.57%
30 Jun, 02716.67%
31 Mar, 026200.00%
31 Dec, 012-33.33%
30 Sep, 01350.00%
30 Jun, 012100.00%
31 Mar, 011-50.00%
31 Dec, 002-
30 Sep, 002100.00%
30 Jun, 001-75.00%
31 Mar, 004300.00%
31 Dec, 991-66.67%
30 Sep, 993200.00%
30 Jun, 991-85.71%
31 Mar, 997-

98 institutional shareholders have increased their position in SCL stock as of 30 Jun 24 compared to 79 in the previous quarter (a 24.05% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2464-12.33%
31 Mar, 24735.80%
31 Dec, 23692.99%
30 Sep, 2367-11.84%
30 Jun, 23761.33%
31 Mar, 237517.19%
31 Dec, 2264-11.11%
30 Sep, 2272-2.70%
30 Jun, 22744.23%
31 Mar, 22717.58%
31 Dec, 2166-14.29%
30 Sep, 2177-23.00%
30 Jun, 2110042.86%
31 Mar, 2170-14.63%
31 Dec, 208222.39%
30 Sep, 2067-5.63%
30 Jun, 2071-11.25%
31 Mar, 208035.59%
31 Dec, 1959-10.61%
30 Sep, 196610.00%
30 Jun, 1960-3.23%
31 Mar, 1962-15.07%
31 Dec, 18737.35%
30 Sep, 186819.30%
30 Jun, 1857-14.93%
31 Mar, 18679.84%
31 Dec, 1761-6.15%
30 Sep, 17653.17%
30 Jun, 1763-4.55%
31 Mar, 1766-18.52%
31 Dec, 168152.83%
30 Sep, 1653-3.64%
30 Jun, 1655-6.78%
31 Mar, 165915.69%
31 Dec, 1551-10.53%
30 Sep, 1557-5.00%
30 Jun, 156042.86%
31 Mar, 1542-8.70%
31 Dec, 144615.00%
30 Sep, 1440-18.37%
30 Jun, 1449-7.55%
31 Mar, 145315.22%
31 Dec, 134615.00%
30 Sep, 1340185.71%
30 Jun, 131416.67%
31 Mar, 13121100.00%
31 Dec, 121-92.31%
30 Sep, 1213-
30 Jun, 1213-
31 Mar, 121362.50%
31 Dec, 118-20.00%
30 Sep, 1110-9.09%
30 Jun, 1111-
31 Mar, 1111-31.25%
31 Dec, 10166.67%
30 Sep, 101525.00%
30 Jun, 1012100.00%
31 Mar, 106-53.85%
31 Dec, 0913116.67%
30 Sep, 096100.00%
30 Jun, 093-25.00%
31 Mar, 094-33.33%
31 Dec, 08620.00%
30 Sep, 08525.00%
30 Jun, 08433.33%
31 Mar, 083-25.00%
31 Dec, 074-20.00%
30 Sep, 07566.67%
30 Jun, 073-40.00%
31 Mar, 075150.00%
31 Dec, 062-50.00%
30 Sep, 064100.00%
30 Jun, 062-50.00%
31 Mar, 064100.00%
31 Dec, 052-
30 Sep, 052-50.00%
30 Jun, 054-
31 Mar, 05433.33%
31 Dec, 043-
30 Sep, 043-
30 Jun, 04350.00%
31 Mar, 042-33.33%
31 Dec, 033-
30 Sep, 033-
30 Jun, 033200.00%
31 Mar, 031-
31 Dec, 021-66.67%
30 Sep, 023-
30 Jun, 02--
31 Mar, 02--
31 Dec, 01--
30 Sep, 01--100.00%
30 Jun, 011-
31 Mar, 011-
31 Dec, 00--
30 Sep, 00--100.00%
30 Jun, 001-
31 Mar, 001-
31 Dec, 991-
30 Sep, 99--100.00%
30 Jun, 993-
31 Mar, 99--

64 institutional shareholders have reduced their position in SCL stock as of 30 Jun 24 compared to 73 in the previous quarter (a -12.33% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 242000.50%18,300,7840.10%80.18%1.25%9824.05%64-12.33%
31 Mar, 241991.53%18,282,092-1.15%80.10%1.22%79-16.84%735.80%
31 Dec, 23196-1.51%18,495,0913.44%81.14%1.32%95-1.04%692.99%
30 Sep, 231992.58%17,880,827-0.50%78.47%1.26%9623.08%67-11.84%
30 Jun, 23194-6.73%17,969,8193.73%78.93%1.36%78-11.36%761.33%
31 Mar, 232080.48%17,324,166-0.03%76.13%1.32%88-17.76%7517.19%
31 Dec, 222075.08%17,329,2770.26%76.07%1.32%10720.22%64-11.11%
30 Sep, 22197-1.99%17,285,159-0.56%75.97%1.31%891.14%72-2.70%
30 Jun, 22201-1.95%17,383,0440.23%76.27%1.33%88-8.33%744.23%
31 Mar, 22205-2.84%17,343,8730.78%75.75%1.34%96-8.57%717.58%
31 Dec, 212111.93%17,208,8091.43%75.25%1.37%10532.91%66-14.29%
30 Sep, 21207-10.78%16,966,943-0.54%74.10%1.34%79-7.06%77-23.00%
30 Jun, 212327.41%17,058,871-0.76%74.32%1.33%85-15.00%10042.86%
31 Mar, 21216-6.90%17,190,241-0.27%74.82%1.33%100-2.91%70-14.63%
31 Dec, 2023210.48%17,236,022-0.13%75.11%1.32%103-8222.39%
30 Sep, 202103.96%17,257,6100.76%75.34%1.35%1037.29%67-5.63%
30 Jun, 2020214.12%17,128,142-0.97%74.72%1.32%9645.45%71-11.25%
31 Mar, 20177-9.23%17,295,2700.24%75.12%1.34%66-25.84%8035.59%
31 Dec, 19195-2.50%17,253,5070.62%74.84%1.35%894.71%59-10.61%
30 Sep, 192004.71%17,147,882-0.99%74.48%1.32%85-1.16%6610.00%
30 Jun, 19191-9.48%17,318,7723.14%75.02%1.42%86-21.10%60-3.23%
31 Mar, 1921111.05%16,791,0002.31%72.69%1.43%10939.74%62-15.07%
31 Dec, 18190-5.47%16,411,7783.77%71.29%1.51%78-16.13%737.35%
30 Sep, 182012.03%15,815,9940.16%68.81%1.46%93-7.00%6819.30%
30 Jun, 18197-1.50%15,790,9331.99%68.54%1.52%1002.04%57-14.93%
31 Mar, 18200-0.99%15,483,2424.41%67.08%1.61%98-8.41%679.84%
31 Dec, 172023.06%14,829,5550.72%64.63%1.57%10712.63%61-6.15%
30 Sep, 17196-4.39%14,723,9262.10%64.10%1.62%95-8.65%653.17%
30 Jun, 172051.49%14,421,6331.33%62.83%1.63%104-1.89%63-4.55%
31 Mar, 172025.76%14,232,6292.58%62.15%1.68%10630.86%66-18.52%
31 Dec, 161914.37%13,874,9920.23%60.87%1.65%81-23.58%8152.83%
30 Sep, 161835.78%13,843,0892.31%60.66%1.72%10620.45%53-3.64%
30 Jun, 16173-0.57%13,529,9310.15%59.45%1.68%886.02%55-6.78%
31 Mar, 161744.19%13,509,1171.64%59.43%1.74%83-5.68%5915.69%
31 Dec, 151673.09%13,291,738-0.95%58.48%1.68%8818.92%51-10.53%
30 Sep, 15162-5.81%13,418,9331.52%59.03%1.75%74-12.94%57-5.00%
30 Jun, 151728.18%13,218,0561.00%58.12%1.75%85-6.59%6042.86%
31 Mar, 151593.25%13,087,7550.89%57.61%1.77%9112.35%42-8.70%
31 Dec, 141544.05%12,972,254-1.26%57.00%1.71%811.25%4615.00%
30 Sep, 14148-1.33%13,138,0681.85%57.81%1.80%803.90%40-18.37%
30 Jun, 141504.90%12,899,150-1.24%56.67%1.72%7724.19%49-7.55%
31 Mar, 141432.14%13,061,6291.39%57.36%1.79%62-10.14%5315.22%
31 Dec, 13140-6.04%12,882,7200.75%56.62%1.78%69-15.85%4615.00%
30 Sep, 131493.47%12,787,1220.79%56.33%1.78%82-29.91%40185.71%
30 Jun, 13144132.26%12,686,334219.27%56.24%17.97%117200.00%1416.67%
31 Mar, 13628.77%3,973,595-30.07%17.69%2.60%39-30.36%121100.00%
31 Dec, 12573.64%5,682,048180.28%26.09%28.43%5680.65%1-92.31%
30 Sep, 12553.77%2,027,273-33.16%9.58%4.64%31-3.13%13-
30 Jun, 125320.45%3,033,24533.59%14.38%12.32%3252.38%13-
31 Mar, 124410.00%2,270,530-12.20%10.80%6.94%21-8.70%1362.50%
31 Dec, 11408.11%2,585,979-4.12%12.48%7.37%2327.78%8-20.00%
30 Sep, 1137-9.76%2,697,199-22.51%13.01%4.60%18-25.00%10-9.09%
30 Jun, 11417.89%3,480,90772.80%16.82%17.67%2426.32%11-
31 Mar, 1138-2,014,44527.49%9.76%16.27%1935.71%11-31.25%
31 Dec, 1038-7.32%1,580,055-15.66%7.74%9.16%14-30.00%166.67%
30 Sep, 1041-1,873,439-22.52%9.19%6.49%20-20.00%1525.00%
30 Jun, 1041-8.89%2,418,013-9.37%11.90%6.82%25-24.24%12100.00%
31 Mar, 104518.42%2,667,91549.89%13.21%16.25%3383.33%6-53.85%
31 Dec, 0938-9.52%1,779,908-7.93%9.02%9.42%18-40.00%13116.67%
30 Sep, 094220.00%1,933,27553.94%9.78%23.76%303.45%6100.00%
30 Jun, 093584.21%1,255,84237.59%6.42%29.44%29163.64%3-25.00%
31 Mar, 0919-34.48%912,726-39.44%4.67%7.52%11-42.11%4-33.33%
31 Dec, 082911.54%1,507,041154.17%7.88%83.08%1911.76%620.00%
30 Sep, 082613.04%592,917-14.26%3.08%23.37%176.25%525.00%
30 Jun, 082327.78%691,538-26.21%3.63%14.60%1633.33%433.33%
31 Mar, 0818-5.26%937,141-2.92%4.99%18.69%129.09%3-25.00%
31 Dec, 071926.67%965,3368.00%5.16%22.48%1157.14%4-20.00%
30 Sep, 0715-893,859-7.72%4.79%17.69%7-12.50%566.67%
30 Jun, 0715-16.67%968,653-20.00%5.21%12.26%8-11.11%3-40.00%
31 Mar, 071820.00%1,210,83062.20%6.52%39.01%912.50%5150.00%
31 Dec, 061515.38%746,50728.89%4.09%40.96%833.33%2-50.00%
30 Sep, 0613-579,167-19.95%3.16%20.09%6-25.00%4100.00%
30 Jun, 0613-13.33%723,492-16.07%3.96%17.46%833.33%2-50.00%
31 Mar, 061525.00%861,9911.15%4.76%21.38%6-25.00%4100.00%
31 Dec, 051233.33%852,1534.94%4.72%23.23%860.00%2-
30 Sep, 059-18.18%812,04911.53%4.51%27.52%5-2-50.00%
30 Jun, 051122.22%728,100-13.02%4.05%18.69%525.00%4-
31 Mar, 059-837,132-9.50%4.65%17.58%4-20.00%433.33%
31 Dec, 049-924,9736.27%5.15%21.91%525.00%3-
30 Sep, 049-10.00%870,413-6.52%4.85%17.98%4-33.33%3-
30 Jun, 041025.00%931,09731.17%5.19%32.96%6100.00%350.00%
31 Mar, 04814.29%709,8322.03%3.97%25.91%3200.00%2-33.33%
31 Dec, 037-695,720-0.94%3.91%25.06%1-50.00%3-
30 Sep, 03716.67%702,2937.42%3.95%29.19%2-33.33%3-
30 Jun, 036-653,769-7.38%3.68%23.30%3200.00%3200.00%
31 Mar, 036-705,830-0.52%3.97%24.79%1-75.00%1-
31 Dec, 026-25.00%709,5531.47%4.00%25.78%4-20.00%1-66.67%
30 Sep, 02814.29%699,2656.03%3.94%28.45%5-28.57%3-
30 Jun, 02716.67%659,49512.38%3.72%36.99%716.67%--
31 Mar, 026200.00%586,8681848.30%3.17%10885.47%6200.00%--
31 Dec, 012-33.33%30,12214.92%0.17%778.26%2-33.33%--
30 Sep, 013-25.00%26,212-68.83%0.15%65.63%350.00%--100.00%
30 Jun, 014-84,088-53.34%0.48%49.97%2100.00%1-
31 Mar, 01433.33%180,2070.06%0.97%96.26%1-50.00%1-
31 Dec, 003-25.00%180,107-63.28%1.01%14.42%2---
30 Sep, 004-490,423196.49%2.64%340.42%2100.00%--100.00%
30 Jun, 004-20.00%165,407-3.21%0.88%108.93%1-75.00%1-
31 Mar, 00566.67%170,8914.66%0.90%114.99%4300.00%1-
31 Dec, 993-25.00%163,285-51.01%0.88%30.51%1-66.67%1-
30 Sep, 994-33.33%333,300-55.48%1.70%11.85%3200.00%--100.00%
30 Jun, 996-14.29%748,6822.30%3.79%26.53%1-85.71%3-
31 Mar, 997-731,858-3.78%-7---

Stepan Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Kabbes Davidofficer VP GC & SecretaryP-PurchaseBuy1,056$71.39$75.39K1,056
Mar 11, 2024STEPAN F QUINN JRdirector-S-SaleSell1,800$87.38$157.29K250,875
Mar 11, 2024STEPAN F QUINN JRdirector-S-SaleSell200$87.83$17.57K250,675

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Kabbes Davidofficer VP GC & SecretaryP-PurchaseBuy1,056$71.39$75.39K1,056

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 03, 2024Haire Robert Josephofficer EVP, Supply ChainM-ExemptSell549--1,100
May 03, 2024Haire Robert Josephofficer EVP, Supply ChainF-InKindSell182$84.32$15.35K367
Apr 11, 2024WEHMER EDWARD Jdirector-M-ExemptSell792--13,549
Mar 11, 2024Stepan Richard Finnofficer V.P. and Gen'l. Mgr., PolymersF-InKindSell342$87.53$29.94K218,109
Mar 11, 2024STEPAN F QUINN JRdirector-S-SaleSell1,800$87.38$157.29K250,875
Mar 11, 2024STEPAN F QUINN JRdirector-S-SaleSell200$87.83$17.57K250,675
Mar 11, 2024STEPAN F QUINN JRdirector-F-InKindSell3,321$87.53$290.69K247,354
Mar 11, 2024STEPAN F QUINN JRdirector-G-GiftSell3,402--92,005
Mar 11, 2024Rojo Luisofficer VP & Chief Financial OfficerF-InKindSell445$87.53$38.95K8,041
Mar 11, 2024Moriarty Sean Thomasofficer VP & GM SurfactantsF-InKindSell417$87.53$36.50K11,710

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Kabbes Davidofficer VP GC & SecretaryP-PurchaseBuy1,056$71.39$75.39K1,056
May 14, 2024WEHMER EDWARD Jdirector-A-AwardBuy1,396--14,945
May 14, 2024STEPAN F QUINN JRdirector-A-AwardBuy1,396$89.53$124.98K226,434
May 14, 2024REED JAN STERNdirector-A-AwardBuy1,396$89.53$124.98K11,411
May 14, 2024Lewis Susandirector-A-AwardBuy1,396$89.53$124.98K1,396
May 14, 2024Delgado Joaquindirector-A-AwardBuy1,396$89.53$124.98K13,571
May 14, 2024Dearth Randall S.director-A-AwardBuy1,396$89.53$124.98K11,606
May 14, 2024Burgess Lorindadirector-A-AwardBuy1,396--1,396
May 03, 2024Haire Robert Josephofficer EVP, Supply ChainM-ExemptSell549--1,100
May 03, 2024Haire Robert Josephofficer EVP, Supply ChainM-ExemptBuy549$84.32$46.29K549
May 03, 2024Haire Robert Josephofficer EVP, Supply ChainF-InKindSell182$84.32$15.35K367
Apr 11, 2024WEHMER EDWARD Jdirector-M-ExemptSell792--13,549
Apr 11, 2024WEHMER EDWARD Jdirector-M-ExemptBuy792--5,584
Mar 11, 2024Stepan Richard Finnofficer V.P. and Gen'l. Mgr., PolymersF-InKindSell342$87.53$29.94K218,109
Mar 11, 2024STEPAN F QUINN JRdirector-S-SaleSell1,800$87.38$157.29K250,875
Mar 11, 2024STEPAN F QUINN JRdirector-S-SaleSell200$87.83$17.57K250,675
Mar 11, 2024STEPAN F QUINN JRdirector-F-InKindSell3,321$87.53$290.69K247,354
Mar 11, 2024STEPAN F QUINN JRdirector-G-GiftSell3,402--92,005
Mar 11, 2024Rojo Luisofficer VP & Chief Financial OfficerF-InKindSell445$87.53$38.95K8,041
Mar 11, 2024Moriarty Sean Thomasofficer VP & GM SurfactantsF-InKindSell417$87.53$36.50K11,710

The last insider sell of Stepan's stock was made by Haire Robert Joseph on May 03 2024, selling 549 shares at - per share (valued at -). The last insider buy of SCL was made by Kabbes David on Aug 15 2024, buying 1,056 shares at $71.39 per share (worth $75.39K).

Stepan Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 202495180.00%
Q1 20246158105.17%
Q4 202396150.00%
Q3 20233742.86%
Q2 202391369.23%
Q1 20235533166.67%
Q4 20222728.57%
Q3 202241040.00%
Q2 20229--
Q1 20223915260.00%
Q4 202131323.08%
Q3 2021-1-
Q2 20213434100.00%
Q1 20217226276.92%
Q4 2020162564.00%
Q3 2020354971.43%
Q2 2020258312.50%
Q1 20205913453.85%
Q4 2019165320.00%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Stepan's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 2024---
Q1 2024-13-
Q4 2023---
Q3 2023-4-
Q2 2023-6-
Q1 2023-8-
Q4 2022-2-
Q3 20221425.00%
Q2 2022---
Q1 2022---
Q4 2021-4-
Q3 2021---
Q2 20211137.69%
Q1 20212450.00%
Q4 20201425.00%
Q3 20201175.88%
Q2 202031300.00%
Q1 20203475.00%
Q4 201922100.00%

As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Stepan's stocks.

Stepan Peer Ownership


TickerCompany
SXTSensient Technologies Corporation
FULH.B. Fuller Company
ODCOil-Dri Corporation of America
IOSPInnospec Inc.
KWRQuaker Chemical Corporation
MTXMinerals Technologies Inc.
AVNTAvient Corporation

SCL Ownership FAQ


Stepan is owned by institutional shareholders (80.18%), insiders (3.88%), and public (15.93%). The largest institutional shareholder of Stepan is BLACKROCK INC. (14.67% of total shares) and the top mutual fund owner is Walthausen Funds (0.98% of total shares).

Stepan's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, HIGHTOWER ADVISORS, LLC, DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 44.00% of the company's share outstanding.

As of Jun 2024, there are 200 institutional shareholders of Stepan.

BLACKROCK INC owns 3.35M shares of Stepan, representing 14.67% of the company's total shares outstanding, valued at $281.11M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 2.55M shares of Stepan (SCL), compromising 11.16% of the company, valued at $213.81M.

HIGHTOWER ADVISORS, LLC is the third largest holder of Stepan. The company owns 1.69M of the company's shares outstanding (worth $142M).