DaveManuel.com · Institutional Ownership · Who Owns It
STEPAN CO (SCL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
234
Reporting holders
$1.1B
Reported value
87.8%
Of shares outstanding
1.5%
Calls
0.1%
Puts
+8
Holder change
Institutions report 19,959,785 shares against 22,732,540 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $192.7M | 3,458,328 | 0.00% | 8q | +4.4%+$8.2M |
| HighTower Advisors, LLC | $88.6M | 1,589,877 | 0.09% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $77.0M | 1,381,590 | 0.00% | 2q | +1.7%+$1.3M |
| DIMENSIONAL FUND ADVISORS LP | $62.7M | 1,125,025 | 0.01% | 31q | +0.7%+$445.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $52.9M | 949,949 | 0.00% | 2q | +0.8%+$443.4K |
| AMERICAN CENTURY COMPANIES INC | $52.9M | 948,532 | 0.02% | 28q | +29.6%+$12.1M |
| DEPRINCE RACE & ZOLLO INC | $52.2M | 936,608 | 0.88% | 13q | -1.1%-$604.2K |
| STATE STREET CORP | $49.5M | 888,716 | 0.00% | 31q | -1.5%-$777.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $31.5M | 565,294 | 0.00% | 31q | +6.7%+$2.0M |
| AMERIPRISE FINANCIAL INC | $24.2M | 433,582 | 0.00% | 31q | +10.3%+$2.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.7M | 406,851 | 0.00% | 31q | -12.4%-$3.2M |
| TWO SIGMA INVESTMENTS, LP | $21.6M | 387,268 | 0.02% | 9q | +18.1%+$3.3M |
| Russell Investments Group, Ltd. | $17.2M | 308,835 | 0.02% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $16.2M | 291,597 | 0.01% | 6q | +24.3%+$3.2M |
| MORGAN STANLEY | $15.6M | 279,408 | 0.00% | 35q | -8.2%-$1.4M |
| NORTHERN TRUST CORP | $15.2M | 272,862 | 0.00% | 31q | +12.5%+$1.7M |
| Cresset Asset Management, LLC | $12.4M | 223,081 | 0.04% | 9q | HELD |
| Nuveen, LLC | $11.5M | 205,903 | 0.00% | 6q | HELD |
| GOLDMAN SACHS GROUP INC | $11.5M | 205,494 | 0.00% | 31q | -18.5%-$2.6M |
| ALGERT GLOBAL LLC | $10.2M | 182,741 | 0.12% | 7q | -4.2%-$448.8K |
| CITADEL ADVISORS LLC | $9.6M incl. $8.5M options CALL | 20,008 | 0.00% | 28q | +142.8%+$5.7M |
| Gotham Asset Management, LLC | $9.4M | 168,599 | 0.02% | 9q | HELD |
| Invesco Ltd. | $9.2M | 165,900 | 0.00% | 31q | -4.0%-$381.0K |
| GENDELL JEFFREY L | $9.2M | 165,520 | 0.08% | 3q | HELD |
| UBS Group AG | $8.2M | 146,528 | 0.00% | 31q | +108.4%+$4.2M |
| BESSEMER GROUP INC | $8.0M | 143,698 | 0.01% | 6q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $8.0M | 143,140 | 0.00% | 2q | +3.8%+$294.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.8M | 139,190 | 0.14% | 5q | -8.8%-$746.0K |
| JANE STREET GROUP, LLC | $7.8M CALL | options only | 0.00% | 11q | OPTIONS |
| GRACE & WHITE INC /NY | $7.7M | 139,013 | 1.23% | 31q | HELD |
| NORGES BANK | $7.4M | 132,700 | 0.00% | new | NEW |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $7.3M | 130,151 | 0.03% | 11q | +13.5%+$861.3K |
| ProShare Advisors LLC | $7.2M | 129,873 | 0.01% | 31q | -3.0%-$227.4K |
| Bank of New York Mellon Corp | $6.8M | 122,680 | 0.00% | 31q | HELD |
| Trexquant Investment LP | $6.5M | 117,151 | 0.04% | 4q | +77.8%+$2.9M |
| PRINCIPAL FINANCIAL GROUP INC | $5.8M | 104,289 | 0.00% | 31q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $5.6M | 101,507 | 0.01% | 31q | +2028.5%+$5.4M |
| FIRST TRUST ADVISORS LP | $5.5M | 98,313 | 0.00% | 31q | +4.2%+$221.4K |
| O'Keefe Stevens Advisory, Inc. | $5.3M | 95,560 | 1.09% | 35q | +12.4%+$587.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $5.3M | 94,381 | 0.01% | 31q | +0.7%+$36.2K |
| MILLENNIUM MANAGEMENT LLC | $5.2M | 93,929 | 0.00% | 25q | +118.7%+$2.8M |
| Empowered Funds, LLC | $5.0M | 88,869 | 0.03% | 2q | -49.0%-$4.8M |
| Edgestream Partners, L.P. | $4.9M | 88,077 | 0.15% | new | NEW |
| Creative Planning | $4.9M | 87,213 | 0.00% | 11q | +43.9%+$1.5M |
| Public Sector Pension Investment Board | $4.1M | 74,123 | 0.01% | 31q | -3.6%-$153.0K |
| FRANKLIN RESOURCES INC | $4.1M | 73,826 | 0.00% | 2q | +741.9%+$3.6M |
| JPMORGAN CHASE & CO | $4.1M | 74,219 | 0.00% | 31q | +36.8%+$1.1M |
| SG Americas Securities, LLC | $3.7M | 66,058 | 0.00% | 5q | +3.4%+$121.8K |
| CastleKnight Management LP | $3.6M | 64,000 | 0.05% | 2q | +98.8%+$1.8M |
| RHUMBLINE ADVISERS | $3.3M | 59,417 | 0.00% | 31q | -10.7%-$397.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.1M | 56,447 | 0.00% | 31q | +1.7%+$53.5K |
| Core Capital Management & Research, inc. | $3.0M | 47,917 | 1.60% | new | FIRST |
| Penn Capital Management Company, LLC | $2.9M | 51,552 | 0.18% | 2q | +30.0%+$662.8K |
| Quantinno Capital Management LP | $2.9M | 51,395 | 0.00% | 6q | +22.7%+$529.9K |
| Legal & General Group Plc | $2.7M | 48,915 | 0.00% | 31q | -6.2%-$179.5K |
| PDT Partners, LLC | $2.7M | 48,126 | 0.14% | 5q | -11.1%-$333.7K |
| HRT FINANCIAL LP | $2.5M | 44,817 | 0.00% | 4q | +46.3%+$790.7K |
| Swiss National Bank | $2.4M | 43,200 | 0.00% | 31q | +1.9%+$44.6K |
| BANK OF AMERICA CORP /DE/ | $2.4M | 42,868 | 0.00% | 31q | -12.8%-$351.6K |
| Numerai GP LLC | $2.4M | 42,346 | 0.19% | 7q | -19.6%-$575.5K |
| XTX Topco Ltd | $2.3M | 41,594 | 0.03% | 2q | +77.9%+$1.0M |
| Pullen Investment Management, LLC | $2.3M | 40,995 | 1.06% | 8q | +1.8%+$39.6K |
| Point72 Asset Management, L.P. | $2.3M | 40,667 | 0.00% | 3q | -12.7%-$328.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M incl. $846.9K options CALL+PUT | 25,194 | 0.00% | 31q | -30.4%-$984.8K |
| SEI INVESTMENTS CO | $2.2M | 39,507 | 0.00% | 3q | -68.1%-$4.7M |
| Y-Intercept (Hong Kong) Ltd | $2.0M | 36,168 | 0.04% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.9M | 34,649 | 0.00% | 31q | +19.8%+$319.2K |
| IEQ CAPITAL, LLC | $1.8M | 32,914 | 0.01% | 6q | +23.8%+$352.8K |
| ICON ADVISERS INC/CO | $1.8M | 32,000 | 0.34% | new | NEW |
| BARCLAYS PLC | $1.5M | 27,705 | 0.00% | 31q | -18.6%-$353.6K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $1.5M | 27,421 | 0.00% | 31q | +0.7%+$10.3K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.3M | 24,026 | 0.00% | 31q | +16.9%+$193.7K |
| DEUTSCHE BANK AG\ | $1.3M | 23,364 | 0.00% | 34q | +23.4%+$246.5K |
| PRUDENTIAL FINANCIAL INC | $1.3M | 22,749 | 0.00% | 31q | +1.4%+$17.3K |
| ROMANO BROTHERS AND COMPANY | $1.3M | 22,585 | 0.13% | 16q | HELD |
| Susquehanna Portfolio Strategies, LLC | $1.2M | 22,227 | 0.02% | 2q | -24.1%-$394.2K |
| BNP PARIBAS FINANCIAL MARKETS | $1.2M | 21,158 | 0.00% | 31q | +76.1%+$509.5K |
| ALLIANCEBERNSTEIN L.P. | $1.1M | 21,675 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $1.1M | 19,320 | 0.00% | 31q | +136.8%+$621.8K |
| GSA CAPITAL PARTNERS LLP | $1.1M | 19,292 | 0.07% | 2q | +85.1%+$494.1K |
| Ethic Inc. | $1.1M | 19,148 | 0.01% | 4q | +63.4%+$413.8K |
| North Star Investment Management Corp. | $1.0M | 18,500 | 0.06% | 2q | +8.8%+$83.6K |
| Mariner, LLC | $1.0M | 18,213 | 0.00% | 3q | +21.8%+$181.9K |
| Thrivent Financial for Lutherans | $991.0K | 17,781 | 0.00% | 31q | -1.0%-$9.7K |
| CANADA LIFE ASSURANCE Co | $987.0K | 17,746 | 0.00% | 27q | -3.1%-$32.0K |
| HSBC HOLDINGS PLC | $977.4K | 17,617 | 0.00% | 5q | +41.0%+$284.1K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $949.5K | 17,041 | 0.00% | 20q | -30.0%-$407.5K |
| US BANCORP \DE\ | $933.6K | 16,755 | 0.00% | 31q | -6.3%-$62.6K |
| DEAN INVESTMENT ASSOCIATES, LLC | $910.2K | 16,335 | 0.12% | 20q | -80.0%-$3.6M |
| BAILARD, INC. | $863.7K | 15,500 | 0.02% | 2q | +28.1%+$189.4K |
| FMR LLC | $816.2K | 14,648 | 0.00% | 31q | +519.4%+$684.4K |
| Vanguard Global Advisers, LLC | $811.8K | 14,570 | 0.00% | 2q | +4.4%+$34.3K |
| Brevan Howard Capital Management LP | $807.4K | 14,490 | 0.01% | 2q | +165.1%+$502.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $794.4K | 14,257 | 0.00% | 2q | HELD |
| State of Tennessee, Department of Treasury | $785.1K | 14,090 | 0.00% | 31q | -16.4%-$154.2K |
| Connor, Clark & Lunn Investment Management Ltd. | $777.0K | 13,945 | 0.00% | 3q | -16.3%-$151.6K |
| BANK OF MONTREAL /CAN/ | $739.2K | 13,266 | 0.00% | 31q | -1.3%-$9.9K |
| MetLife Investment Management, LLC | $716.3K | 12,855 | 0.00% | 32q | +2.8%+$19.4K |
| CITIGROUP INC | $699.1K | 12,546 | 0.00% | 31q | +76.2%+$302.3K |
| Inspire Investing, LLC | $681.2K | 12,226 | 0.03% | 12q | +18.4%+$105.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13G | Dimensional Fund Advisors LP | 5.2% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-28 | 2026-09-25 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 56 | $98.8M | 1,584,024 | 7 | 13 | 16 | 0.0% |
| Q2 2026 | 234 | $1.1B | 19,959,785 | 29 | 84 | 63 | 1.5% |
| Q1 2026 | 226 | $989.3M | 19,652,898 | 35 | 84 | 57 | 0.7% |
| Q4 2025 | 211 | $919.8M | 19,281,253 | 32 | 72 | 74 | 0.7% |
| Q3 2025 | 204 | $940.0M | 19,481,989 | 27 | 65 | 69 | 1.1% |
| Q2 2025 | 203 | $1.1B | 19,179,750 | 36 | 71 | 62 | 1.1% |
| Q1 2025 | 200 | $1.0B | 18,846,975 | 25 | 71 | 67 | 0.8% |
| Q4 2024 | 209 | $1.2B | 18,973,905 | 11 | 72 | 72 | 0.3% |
| Q3 2024 | 233 | $1.5B | 18,742,319 | 38 | 68 | 82 | 0.3% |
| Q2 2024 | 215 | $1.6B | 18,506,467 | 31 | 68 | 67 | 0.1% |
| Q1 2024 | 200 | $1.8B | 19,571,485 | 19 | 56 | 65 | 0.1% |
| Q4 2023 | 196 | $1.8B | 19,163,954 | 25 | 59 | 63 | 0.1% |
| Q3 2023 | 196 | $1.4B | 18,044,954 | 27 | 62 | 66 | 0.1% |
| Q2 2023 | 194 | $1.7B | 17,983,197 | 14 | 63 | 75 | 0.1% |
| Q1 2023 | 208 | $1.8B | 17,361,149 | 22 | 62 | 71 | 0.2% |
| Q4 2022 | 209 | $1.8B | 17,346,615 | 30 | 67 | 66 | 0.2% |
| Q3 2022 | 192 | $1.8B | 19,180,233 | 20 | 59 | 69 | 0.1% |
| Q2 2022 | 194 | $2.0B | 19,304,744 | 19 | 59 | 65 | 0.2% |
| Q1 2022 | 198 | $1.9B | 19,058,882 | 19 | 64 | 65 | 0.1% |
| Q4 2021 | 207 | $2.9B | 23,300,250 | 19 | 65 | 58 | 0.1% |
| Q3 2021 | 200 | $2.6B | 23,095,467 | 10 | 56 | 72 | 0.1% |
| Q2 2021 | 223 | $2.9B | 23,715,904 | 25 | 54 | 94 | 0.1% |
| Q1 2021 | 209 | $3.0B | 23,464,682 | 20 | 69 | 64 | 0.1% |
| Q4 2020 | 222 | $2.9B | 23,762,357 | 29 | 61 | 73 | 0.6% |
| Q3 2020 | 206 | $2.6B | 23,777,516 | 30 | 62 | 66 | 0.4% |
| Q2 2020 | 198 | $2.4B | 24,196,848 | 41 | 52 | 66 | 0.3% |
| Q1 2020 | 171 | $2.9B | 32,345,456 | 14 | 46 | 76 | 0.3% |
| Q4 2019 | 190 | $2.7B | 26,544,091 | 15 | 60 | 56 | 0.4% |
| Q3 2019 | 193 | $2.6B | 26,414,999 | 23 | 59 | 62 | 0.4% |
| Q2 2019 | 186 | $2.5B | 26,716,883 | 15 | 66 | 53 | 0.8% |
| Q1 2019 | 207 | $2.1B | 23,655,993 | 33 | 67 | 59 | 0.3% |
| Q4 2018 | 185 | $11.4B | 153,547,609 | 4 | 2 | 6 | 0.0% |