Stepan Ownership | Who Owns Stepan?
Stepan Ownership Summary
Stepan is owned by 75.90% institutional investors, 3.82% insiders, and 20.27% 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 5.80% of its assets in Stepan shares.
SCL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stepan | 75.90% | 3.82% | 20.27% |
| Sector | Basic Materials Stocks | 43.71% | 11.17% | 45.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.35M | 14.67% | $281.11M |
| Blackrock funding, inc. /de | 3.35M | 14.67% | $216.71M |
| Vanguard group | 2.56M | 11.21% | $165.67M |
| Hightower advisors | 1.51M | 6.61% | $97.70M |
| Dimensional fund advisors lp | 1.31M | 5.74% | $84.81M |
| State street | 1.18M | 5.16% | $98.88M |
| Westwood group | 921.70K | 4.04% | $59.63M |
| First trust advisors lp | 660.05K | 2.89% | $42.71M |
| Deprince race & zollo | 638.50K | 2.80% | $41.31M |
| Geode capital management | 482.65K | 2.11% | $31.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Southernsun asset management | 383.69K | 3.09% | $24.82M |
| Grace & white inc /ny | 121.15K | 1.47% | $7.84M |
| O'keefe stevens advisory | 62.49K | 1.25% | $4.04M |
| Dean capital management | 8.65K | 0.93% | $725.92K |
| Deprince race & zollo | 638.50K | 0.82% | $41.31M |
| Semanteon capital management, lp | 14.69K | 0.51% | $950.38K |
| Westwood group | 921.70K | 0.46% | $59.63M |
| Numerai gp | 16.47K | 0.29% | $1.07M |
| Romano brothers and company | 27.23K | 0.22% | $1.76M |
| Centerbook partners lp | 47.48K | 0.18% | $3.07M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 116.62K | 0.00% | 116.62K |
| Deprince race & zollo | 638.50K | 0.82% | 108.56K |
| Cresset asset management | 100.61K | 0.04% | 100.61K |
| Southernsun asset management | 383.69K | 3.09% | 74.24K |
| Westwood group | 921.70K | 0.46% | 60.98K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nfj investment group | - | - | -259.86K |
| Assenagon asset management | - | - | -82.90K |
| First eagle investment management | - | - | -72.88K |
| Blackrock | 3.35M | 0.01% | -61.78K |
| Millennium management | 52.46K | 0.00% | -57.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 116.62K | 0.00% | 116.62K | $7.55M |
| Cresset asset management | 100.61K | 0.04% | 100.61K | $8.45M |
| Winton group | 23.94K | 0.10% | 23.94K | $1.55M |
| D. e. shaw | 21.68K | 0.00% | 21.68K | $1.40M |
| Numerai gp | 16.47K | 0.29% | 16.47K | $1.07M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Mendota financial group | -2.00 |
| Abound wealth management | -3.00 |
| Private wealth management group | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 198 | -14.29% | 17,333,535 | -6.36% | 75 | 1.16% | 88 | -18.52% | 72 | -12.20% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.31M | 5.80% | 904.00 |
| First Trust Value Line® Dividend ETF | 700.45K | 3.11% | - |
| Vanguard US Total Market Shares ETF | 672.30K | 2.98% | 972.00 |
| Vanguard Total Stock Mkt Idx Inv | 667.52K | 2.97% | 805.00 |
| iShares Russell 2000 ETF | 559.69K | 2.48% | -4.84K |
| Vanguard Small Cap Index | 545.57K | 2.42% | 441.00 |
| Victory Sycamore Small Company Opp R | 520.00K | 2.31% | - |
| Victory Small Cap Value CIT (Net 75) | 520.00K | 2.31% | - |
| Avantis US Small Cap Value ETF | 400.53K | 1.78% | 480.00 |
| SouthernSun Small Cap | 372.57K | 1.66% | 73.67K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 25, 2025 | Lewis Susan | - | Buy | $31.77K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | - |
SCL Ownership FAQ
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