Stepan Company (SCL) Ownership

76.00 ↑0.65 (0.86%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Stepan Company (SCL), owning a total of 3.3 million shares. Combined, the top 32 institutional holders of SCL own 83.07% of the company with a total of 18.7 million shares.

In the latest ownership report on June 30th 2024, the top 32 institutional holders decreased their combined ownership of SCL by 209 thousand shares. 10 institutions bought 405,273 total additional shares and increased their ownership by an average of 8.55%. However 10 institutions sold 614,228 total shares and decreased their ownership by an average of 8.68%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Stepan Company decreased by a net total of -208,955 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.884%	-1.812%	3,348,107	-61,783	2024-06-30
Vanguard Group Inc	11.321%	-0.698%	2,546,607	-17,891	2024-06-30
HighTower Advisors, LLC	7.518%	-9.497%	1,691,189	-177,466	2024-06-30
Dimensional Fund Advisors, Inc.	5.688%	2.752%	1,279,450	34,264	2024-06-30
State Street Corp	5.235%	-2.306%	1,177,657	-27,793	2024-06-30
Morgan Stanley - Brokerage Accounts	4.050%	-9.959%	910,946	-100,752	2024-06-30
Westwood Holdings Group Inc	3.321%	7.627%	747,140	52,944	2024-06-30
Victory Capital Management Inc.	3.111%	-2.980%	699,864	-21,498	2024-06-30
First Trust Advisors L.P.	2.504%	-16.657%	563,332	-112,591	2024-06-30
Geode Capital Management, LLC	2.144%	3.885%	482,199	18,034	2024-06-30
DePrince Race & Zollo Inc	1.886%	4.268%	424,166	17,361	2024-06-30
Charles Schwab Investment Management Inc	1.580%	4.745%	355,366	16,098	2024-06-30
Bank of New York Mellon Corp	1.447%	2.051%	325,443	6,542	2024-06-30
SouthernSun Asset Management, LLC	1.239%	6.158%	278,744	16,168	2024-06-30
NFJ Investment Group, LLC	1.155%	-11.511%	259,858	-33,804	2024-06-30
Northern Trust Corp	1.130%	-7.051%	254,108	-19,275	2024-06-30
American Century Companies Inc	0.939%	51.069%	211,302	71,431	2024-06-30
Gotham Asset Management, LLC	0.751%	0.000%	168,822	168,822	2024-06-30
Allspring Global Investments Holdings, LLC	0.571%	-24.360%	128,470	-41,375	2024-06-30
Bank of America Corp	0.562%	2.939%	126,426	3,609	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.884%	-1.812%	3,348,107	-61,783	2024-06-30
Vanguard Group Inc	11.321%	-0.698%	2,546,607	-17,891	2024-06-30
HighTower Advisors, LLC	7.518%	-9.497%	1,691,189	-177,466	2024-06-30
Dimensional Fund Advisors, Inc.	5.688%	2.752%	1,279,450	34,264	2024-06-30
State Street Corporation	5.359%	-0.561%	1,205,450	-6,798	2024-03-31
State Street Corp	5.235%	-2.306%	1,177,657	-27,793	2024-06-30
Morgan Stanley - Brokerage Accounts	4.050%	-9.959%	910,946	-100,752	2024-06-30
Westwood Holdings Group Inc	3.321%	7.627%	747,140	52,944	2024-06-30
Victory Capital Management Inc.	3.111%	-2.980%	699,864	-21,498	2024-06-30
First Trust Advisors L.P.	2.504%	-16.657%	563,332	-112,591	2024-06-30
Geode Capital Management, LLC	2.144%	3.885%	482,199	18,034	2024-06-30
DePrince Race & Zollo Inc	1.886%	4.268%	424,166	17,361	2024-06-30
Charles Schwab Investment Management Inc	1.580%	4.745%	355,366	16,098	2024-06-30
Bank of New York Mellon Corp	1.447%	2.051%	325,443	6,542	2024-06-30
SouthernSun Asset Management, LLC	1.239%	6.158%	278,744	16,168	2024-06-30
NFJ Investment Group, LLC	1.155%	-11.511%	259,858	-33,804	2024-06-30
Northern Trust Corp	1.130%	-7.051%	254,108	-19,275	2024-06-30
American Century Companies Inc	0.939%	51.069%	211,302	71,431	2024-06-30
Atlanta Capital Management Company,LLC	0.942%	-4.382%	210,188	-9,633	2022-09-30
Personal Capital Advisors Corp	0.787%	2.088%	175,839	3,597	2022-12-31
Gotham Asset Management, LLC	0.751%	0.000%	168,822	168,822	2024-06-30
Millennium Management LLC	0.653%	334.928%	145,118	111,752	2022-09-30
JPMorgan Chase & Co	0.631%	-0.541%	141,832	-771	2024-03-31
NORGES BANK	0.606%	-35.946%	136,111	-76,384	2023-12-31
Nuveen Asset Management, LLC	0.585%	3.283%	130,704	4,155	2022-12-31
Allspring Global Investments Holdings, LLC	0.571%	-24.360%	128,470	-41,375	2024-06-30
Amvescap Plc.	0.568%	-3.906%	127,852	-5,197	2024-03-31
Bank of America Corp	0.562%	2.939%	126,426	3,609	2024-06-30
Principal Financial Group Inc	0.512%	-5.203%	114,454	-6,282	2023-09-30
Empower Advisory Group LLC	0.509%	-7.466%	113,734	-9,176	2023-06-30
Fuller & Thaler Asset Management Inc	0.465%	-0.749%	103,935	-784	2023-03-31
ProShare Advisors LLC	0.416%	9.134%	93,025	7,786	2023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Stepan Company (SCL), owning a total of 1.3 million shares. Combined, the top 34 mutual fund holders of SCL own 49.69% of the company with a total of 11.2 million shares.

In the latest ownership report on October 31st 2024, the top 34 fund holders increased their combined ownership of SCL by 17 thousand shares. 4 funds bought 18,691 total additional shares and increased their ownership by an average of 1.78%. However 2 funds sold 1,506 total shares and decreased their ownership by an average of 0.14%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Stepan Company increased by a net total of 17,185 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.999%	0.102%	1,349,508	1,380	2024-10-31
First Trust Value Line® Dividend ETF	2.740%	-0.047%	616,311	-288	2024-10-31
iShares Russell 2000 ETF	2.414%	-0.224%	543,117	-1,218	2024-10-31
Avantis US Small Cap Value ETF	1.453%	0.000%	326,766	0	2024-10-31
SPDR® S&P Dividend ETF	1.201%	6.174%	270,179	15,711	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.965%	0.092%	217,032	200	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.833%	0.753%	187,374	1,400	2024-10-31
iShares Russell 2000 Value ETF	0.804%	0.000%	180,793	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.999%	0.102%	1,349,508	1,380	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.989%	0.145%	672,305	972	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.943%	0.536%	658,177	3,510	2023-03-31
First Trust Value Line® Dividend ETF	2.740%	-0.047%	616,311	-288	2024-10-31
iShares Russell 2000 ETF	2.414%	-0.224%	543,117	-1,218	2024-10-31
Vanguard Small Cap Index	2.381%	-0.690%	535,691	-3,719	2024-09-30
Victory Small Cap Value CIT (Net 75)	2.312%	0.000%	520,000	0	2024-06-30
Victory Sycamore Small Company Opp R	2.312%	0.000%	520,000	0	2024-06-30
Vanguard Small Cap Value Index Inv	1.610%	0.021%	362,216	75	2024-09-30
Avantis US Small Cap Value ETF	1.453%	0.000%	326,766	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.415%	-4.621%	318,398	-15,426	2024-09-30
Westwood Quality SmallCap Fund Inst	1.370%	6.912%	308,265	19,929	2024-09-30
Westwood Mgt SmallCap Value	1.370%	6.912%	308,265	19,929	2024-09-30
SouthernSun Small Cap	1.329%	10.615%	298,900	28,684	2024-09-30
Vanguard Extended Market Index Investor	1.316%	-0.017%	294,080	-51	2023-08-31
SPDR® S&P Dividend ETF	1.201%	6.174%	270,179	15,711	2024-10-31
Fidelity Small Cap Index	0.967%	-2.369%	217,544	-5,279	2024-08-31
iShares S&P Small-Cap 600 Value ETF	0.965%	0.092%	217,032	200	2024-10-31
Fidelity® Small Cap Index	0.917%	2.909%	205,142	5,799	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.837%	0.000%	188,201	0	2024-04-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.833%	0.753%	187,374	1,400	2024-10-31
SPDR® S&P US Dividend Aristocrats ETFDis	0.834%	-7.490%	186,503	-15,101	2023-07-31
Virtus NFJ Mid-Cap Value C	0.818%	0.000%	183,886	0	2024-06-30
AllianzGI MA Mid Cap Value	0.818%	0.000%	183,886	0	2024-06-30
iShares Russell 2000 Value ETF	0.804%	0.000%	180,793	0	2024-10-31
DFA US Targeted Value I	0.796%	0.000%	179,033	0	2024-09-30
SPDR® S&P 600 Small Cap Value ETF	0.788%	0.000%	175,763	0	2022-11-30
Vanguard Tax-Managed Small Cap Adm	0.786%	0.000%	175,737	0	2023-11-30
DFA US Small Cap Value I	0.776%	9.600%	174,521	15,287	2024-09-30
SouthernSun Small Cap, N	0.776%	-7.194%	173,586	-13,455	2023-06-30
DFA US Small Cap I	0.738%	0.000%	165,134	0	2023-11-30
DFA US Micro Cap I	0.723%	0.000%	162,737	0	2024-09-30
American Beacon Small Cp Val R5	0.701%	1.800%	157,603	2,786	2024-08-31
iShares S&P Small-Cap 600 Growth ETF	0.656%	-0.111%	146,612	-163	2023-04-28