Stepan Company (SCL) Ownership

67.12 ↓0.77 (-1.13%)

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 36 institutional holders of SCL own 85.72% of the company with a total of 19.3 million shares.

In the latest ownership report on September 30th 2024, the top 36 institutional holders increased their combined ownership of SCL by 224 thousand shares. 14 institutions bought 800,393 total additional shares and increased their ownership by an average of 31.62%. However 6 institutions sold 576,313 total shares and decreased their ownership by an average of 10.22%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Stepan Company increased by a net total of 224,080 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.268%	-0.465%	2,534,764	-11,843	2024-09-30
HighTower Advisors, LLC	6.715%	-10.682%	1,510,542	-180,647	2024-09-30
Dimensional Fund Advisors, Inc.	5.745%	1.010%	1,292,368	12,918	2024-09-30
State Street Corp	5.313%	1.489%	1,195,187	17,530	2024-09-30
Westwood Holdings Group Inc	3.826%	15.202%	860,719	113,579	2024-09-30
First Trust Advisors L.P.	2.857%	14.101%	642,765	79,433	2024-09-30
Morgan Stanley - Brokerage Accounts	2.497%	-38.344%	561,650	-349,296	2024-09-30
DePrince Race & Zollo Inc	2.356%	24.938%	529,944	105,778	2024-09-30
Geode Capital Management, LLC	2.165%	0.991%	486,976	4,777	2024-09-30
American Century Companies Inc	1.761%	87.495%	396,180	184,878	2024-09-30
Charles Schwab Investment Management Inc	1.664%	5.306%	374,220	18,854	2024-09-30
SouthernSun Asset Management, LLC	1.376%	11.015%	309,447	30,703	2024-09-30
Bank of New York Mellon Corp	1.323%	-8.574%	297,541	-27,902	2024-09-30
Northern Trust Corp	1.107%	-2.017%	248,983	-5,125	2024-09-30
Cresset Asset Management, LLC	0.778%	74.047%	175,107	74,498	2024-09-30
Gotham Asset Management, LLC	0.757%	0.820%	170,206	1,384	2024-09-30
Acadian Asset Management LLC	0.745%	44.530%	167,678	51,662	2024-09-30
JPMorgan Chase & Co	0.635%	19.827%	142,790	23,626	2024-09-30
Goldman Sachs Group Inc	0.612%	141.869%	137,708	80,773	2024-09-30
Grace & White Inc	0.539%	-1.223%	121,147	-1,500	2024-09-30

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	11.268%	-0.465%	2,534,764	-11,843	2024-09-30
HighTower Advisors, LLC	6.715%	-10.682%	1,510,542	-180,647	2024-09-30
Dimensional Fund Advisors, Inc.	5.745%	1.010%	1,292,368	12,918	2024-09-30
State Street Corporation	5.359%	-0.561%	1,205,450	-6,798	2024-03-31
State Street Corp	5.313%	1.489%	1,195,187	17,530	2024-09-30
Westwood Holdings Group Inc	3.826%	15.202%	860,719	113,579	2024-09-30
Victory Capital Management Inc.	3.111%	-2.980%	699,864	-21,498	2024-06-30
First Trust Advisors L.P.	2.857%	14.101%	642,765	79,433	2024-09-30
Morgan Stanley - Brokerage Accounts	2.497%	-38.344%	561,650	-349,296	2024-09-30
DePrince Race & Zollo Inc	2.356%	24.938%	529,944	105,778	2024-09-30
Geode Capital Management, LLC	2.165%	0.991%	486,976	4,777	2024-09-30
American Century Companies Inc	1.761%	87.495%	396,180	184,878	2024-09-30
Charles Schwab Investment Management Inc	1.664%	5.306%	374,220	18,854	2024-09-30
SouthernSun Asset Management, LLC	1.376%	11.015%	309,447	30,703	2024-09-30
Bank of New York Mellon Corp	1.323%	-8.574%	297,541	-27,902	2024-09-30
NFJ Investment Group, LLC	1.155%	-11.511%	259,858	-33,804	2024-06-30
Northern Trust Corp	1.107%	-2.017%	248,983	-5,125	2024-09-30
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
Cresset Asset Management, LLC	0.778%	74.047%	175,107	74,498	2024-09-30
Gotham Asset Management, LLC	0.757%	0.820%	170,206	1,384	2024-09-30
Acadian Asset Management LLC	0.745%	44.530%	167,678	51,662	2024-09-30
Millennium Management LLC	0.653%	334.928%	145,118	111,752	2022-09-30
JPMorgan Chase & Co	0.635%	19.827%	142,790	23,626	2024-09-30
Goldman Sachs Group Inc	0.612%	141.869%	137,708	80,773	2024-09-30
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
Grace & White Inc	0.539%	-1.223%	121,147	-1,500	2024-09-30
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 1.4 million shares. Combined, the top 35 mutual fund holders of SCL own 50.85% of the company with a total of 11.4 million shares.

In the latest ownership report on November 30th 2024, the top 35 fund holders increased their combined ownership of SCL by 2 thousand shares. 1 funds bought 1,715 total additional shares and increased their ownership by an average of 0.50%. However 1 funds sold 25 total shares and decreased their ownership by an average of 0.02%.

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 1,690 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	6.091%	0.000%	1,370,156	0	2024-11-30
iShares Russell 2000 ETF	2.652%	0.000%	596,578	0	2024-11-30
Avantis US Small Cap Value ETF	1.543%	0.496%	347,173	1,715	2024-11-30
iShares S&P Small-Cap 600 Value ETF	0.960%	0.000%	216,019	0	2024-11-30
iShares Russell 2000 Value ETF	0.835%	0.000%	187,849	0	2024-11-30
Schwab Fundamental U.S. Small CompanyETF	0.705%	-0.016%	158,585	-25	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.091%	0.000%	1,370,156	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.964%	-0.815%	666,829	-5,476	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.943%	0.536%	658,177	3,510	2023-03-31
iShares Russell 2000 ETF	2.652%	0.000%	596,578	0	2024-11-30
First Trust Value Line® Dividend ETF	2.638%	-8.715%	593,360	-56,647	2024-11-28
Vanguard Small Cap Index	2.386%	0.196%	536,741	1,050	2024-10-31
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%	-0.034%	362,092	-124	2024-10-31
Avantis US Small Cap Value ETF	1.543%	0.496%	347,173	1,715	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.411%	-0.292%	317,467	-931	2024-10-31
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	1.204%	0.000%	270,756	0	2024-11-29
iShares S&P Small-Cap 600 Value ETF	0.960%	0.000%	216,019	0	2024-11-30
Fidelity Small Cap Index	0.960%	-0.721%	215,975	-1,569	2024-09-30
Fidelity® Small Cap Index	0.917%	2.909%	205,142	5,799	2023-10-31
DFA US Small Cap Value I	0.888%	14.420%	199,686	25,165	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.858%	0.093%	193,093	180	2024-11-29
SPDR® Portfolio S&P 600 Sm Cap ETF	0.837%	0.000%	188,201	0	2024-04-30
iShares Russell 2000 Value ETF	0.835%	0.000%	187,849	0	2024-11-30
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
DFA US Targeted Value I	0.796%	0.000%	179,033	0	2024-10-31
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
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	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	0.705%	-0.016%	158,585	-25	2024-11-30
American Beacon Small Cp Val R5	0.701%	0.000%	157,603	0	2024-09-30
iShares S&P Small-Cap 600 Growth ETF	0.656%	-0.111%	146,612	-163	2023-04-28