Stepan Company Ownership | Who Owns Stepan Company?
Stepan Company Ownership Summary
Stepan Company is owned by 81.05% institutional investors, 3.76% insiders, and 15.19% retail investors. Blackrock is the largest institutional shareholder, holding 14.67% of SCL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.08% of its assets in Stepan Company shares.
SCL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stepan Company | 81.05% | 3.76% | 15.19% |
| Sector | Basic Materials Stocks | 53.16% | 10.44% | 36.40% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.35M | 14.67% | $281.11M |
| Vanguard group | 2.55M | 11.16% | $213.81M |
| Hightower advisors | 1.69M | 7.41% | $142.00M |
| Dimensional fund advisors lp | 1.28M | 5.61% | $107.42M |
| State street | 1.18M | 5.16% | $98.88M |
| Westwood group | 747.14K | 3.27% | $62.73M |
| Victory capital management | 699.86K | 3.07% | $58.76M |
| First trust advisors lp | 563.33K | 2.47% | $47.30M |
| Geode capital management | 482.20K | 2.11% | $40.49M |
| Morgan stanley | 455.47K | 2.00% | $38.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Southernsun asset management | 278.74K | 2.82% | $23.40M |
| Grace & white inc /ny | 122.65K | 1.93% | $10.30M |
| O'keefe stevens advisory | 60.00K | 1.68% | $5.04M |
| Dean capital management | 8.65K | 0.93% | $725.92K |
| Deprince race & zollo | 424.17K | 0.79% | $35.61M |
| Romano brothers and company | 27.78K | 0.32% | $2.33M |
| Westwood group | 747.14K | 0.29% | $62.73M |
| Dean investment associates | 23.43K | 0.28% | $1.97M |
| Centerbook partners lp | 44.41K | 0.23% | $3.73M |
| Wellington shields capital management | 14.50K | 0.22% | $1.22M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gotham asset management | 168.82K | 0.18% | 168.82K |
| Cresset asset management | 100.61K | 0.04% | 100.61K |
| Norges bank | 99.43K | 0.00% | 99.43K |
| American century companies | 211.30K | 0.01% | 71.43K |
| Westwood group | 747.14K | 0.29% | 52.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nfj investment group | - | - | -259.86K |
| Hightower advisors | 1.69M | 0.22% | -177.47K |
| First trust advisors lp | 563.33K | 0.05% | -112.59K |
| Blackrock | 3.35M | 0.01% | -61.78K |
| Morgan stanley | 455.47K | 0.00% | -50.38K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gotham asset management | 168.82K | 0.18% | 168.82K | $14.17M |
| Cresset asset management | 100.61K | 0.04% | 100.61K | $8.45M |
| Norges bank | 99.43K | 0.00% | 99.43K | $8.35M |
| Corebridge financial | 12.39K | 0.01% | 12.39K | $1.04M |
| Mirae asset global etfs | 11.39K | 0.00% | 11.39K | $956.22K |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Private wealth management group | -14.00 |
| Continuum advisory | -21.00 |
| Sugarloaf wealth management | -28.00 |
| Pacer advisors | -31.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 230 | 7.48% | 18,508,658 | 0.62% | 81 | 1.25% | 109 | 3.81% | 81 | 19.12% |
| Jun 30, 2024 | 211 | 6.03% | 18,380,784 | 0.54% | 80 | 1.26% | 104 | 31.65% | 67 | -8.22% |
| Mar 31, 2024 | 199 | 1.53% | 18,282,092 | -1.15% | 80 | 1.22% | 79 | -16.84% | 73 | 5.80% |
| Dec 31, 2023 | 196 | -2.00% | 18,495,091 | 3.44% | 81 | 1.32% | 95 | -1.04% | 69 | 2.99% |
| Sep 30, 2023 | 200 | 2.56% | 17,880,853 | -0.50% | 78 | 1.26% | 96 | 23.08% | 67 | -12.99% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.37M | 6.08% | 708.00 |
| Vanguard Total Stock Mkt Idx Inv | 666.83K | 2.96% | -5.48K |
| First Trust Value Line® Dividend ETF | 593.36K | 2.64% | -56.65K |
| iShares Russell 2000 ETF | 591.91K | 2.63% | -1.23K |
| Vanguard Small Cap Index | 536.74K | 2.39% | 1.05K |
| Victory Small Cap Value CIT (Net 75) | 520.00K | 2.31% | - |
| Victory Sycamore Small Company Opp R | 520.00K | 2.31% | - |
| Vanguard Small Cap Value Index Inv | 362.09K | 1.61% | -124.00 |
| Avantis US Small Cap Value ETF | 345.46K | 1.54% | 1.39K |
| Vanguard Institutional Extnd Mkt Idx Tr | 317.47K | 1.41% | -931.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 14, 2024 | Kabbes David | VP GC & Secretary | Buy | $75.39K |
| Mar 07, 2024 | STEPAN F QUINN JR | - | Sell | $17.57K |
| Mar 07, 2024 | STEPAN F QUINN JR | - | Sell | $157.29K |
| Mar 06, 2024 | STEPAN F QUINN JR | - | Sell | $173.15K |
| Mar 05, 2024 | STEPAN F QUINN JR | - | Sell | $87.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 13 |
| 2023 Q4 | - | - |
SCL Ownership FAQ
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