SENSIENT TECHNOLOGIES CORP SXT
COM · Common Stock · CUSIP 81725T100 · ISIN US81725T1007
- SectorMaterials
- IndustryIndustrial Organic Chemicals
- HeadquartersMilwaukee, WI
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($430.0k this quarter). Holder counts are more reliable. Shares outstanding: 42.5m as of 2026-02-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $93.96. Options: 2 managers hold calls ($1.3m notional), 1 hold puts ($554.3k).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 243 |
| Q4 2022 | 231 |
| Q1 2023 | 228 |
| Q2 2023 | 236 |
| Q3 2023 | 226 |
| Q4 2023 | 224 |
| Q1 2024 | 236 |
| Q2 2024 | 250 |
| Q3 2024 | 273 |
| Q4 2024 | 286 |
| Q1 2025 | 293 |
| Q2 2025 | 310 |
| Q3 2025 | 328 |
| Q4 2025 | 347 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 101 | 111 |
| Q2 2024 | 110 | 107 |
| Q3 2024 | 125 | 110 |
| Q4 2024 | 139 | 112 |
| Q1 2025 | 119 | 143 |
| Q2 2025 | 175 | 135 |
| Q3 2025 | 159 | 141 |
| Q4 2025 | 161 | 163 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $119.1k | $134.0k | 1.12 |
| Q2 2025 | $9.1m | $9.0k | 0.00 |
| Q3 2025 | $694.3k | $9.0k | 0.01 |
| Q4 2025 | $1.3m | $554.3k | 0.42 |
Biggest buyers
| J. Goldman & Co LP | New | +376.1k |
| Pictet Asset Management Holding SA | Added | +322.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | New | +309.7k |
| Rivermont Capital Management LP | Added | +265.3k |
| Owls Nest Partners IA, LLC | New | +205.4k |
| Holocene Advisors, LP | Added | +184.1k |
| Mountaineer Partners Management, LLC | New | +117.1k |
| BESSEMER GROUP INC | Added | +104.9k |
| WESTWOOD HOLDINGS GROUP INC | Added | +104.5k |
| TWO SIGMA INVESTMENTS, LP | Added | +97.2k |
Biggest sellers
| Parsifal Capital Management, LP | Sold out | -498.5k |
| CITADEL ADVISORS LLC | Reduced | -440.1k |
| JANE STREET GROUP, LLC | Reduced | -393.5k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -321.3k |
| MACQUARIE GROUP LTD | Sold out | -296.9k |
| JANUS HENDERSON GROUP PLC | Reduced | -201.8k |
| Nuveen, LLC | Reduced | -142.7k |
| MARSHALL WACE, LLP | Reduced | -113.6k |
| BARCLAYS PLC | Reduced | -95.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -77.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $1.1m11.3k shares |
| JANE STREET GROUP, LLC | New | $244.3k2.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $554.3k5.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-30 | 14.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: Winder Pte. Ltd. (0.0%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), JANUS HENDERSON GROUP PLC (4.9%, 2026-02-17)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 2 | $153.2k | — |
| Q3 2024 | 0 | — | 1 | $142.2k | — |
| Q4 2024 | 0 | — | 1 | $321.9k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $159.2k | — |
| Q3 2025 | 1 | $2.3k | 1 | $140 | — |
| Q4 2025 | 2 | $291.2k | 1 | $428.4k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-03 | WHITELAW ESSIE Director | Sold | $378.7k4.0k shares |
| 2025-11-20 | WHITELAW ESSIE Director | Sold | $49.7k533 shares |
| 2025-11-04 | Plautz David J. VP and Treasurer | Bought | $199.9k2.1k shares |
| 2025-11-03 | Carleone Joseph Director | Bought | $91.3k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Freemont Capital Pte Ltd 13.24% of their portfolio | 6.3m $592.3m | Unchanged |
| BlackRock, Inc. 0.01% of their portfolio | 6.3m $590.2m | Added +87.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.0m $465.4m | Reduced -8.6k |
| JANUS HENDERSON GROUP PLC 0.09% of their portfolio | 2.1m $195.8m | Reduced -201.8k |
| STATE STREET CORP 0.01% of their portfolio | 1.6m $149.4m | Reduced -22.0k |
| WESTWOOD HOLDINGS GROUP INC 0.85% of their portfolio | 1.1m $104.1m | Added +104.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.0m $96.2m | Reduced -15.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $94.9m | Added +4.1k |
| CONGRESS ASSET MANAGEMENT CO 0.49% of their portfolio | 734.6k $69.0m | Added +17.9k |
| SNYDER CAPITAL MANAGEMENT L P 1.22% of their portfolio | 695.2k $65.3m | Added +29.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 548.3k $51.5m | Added +21.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 537.7k $50.5m | Reduced -17.7k |
| NORGES BANK 0.01% of their portfolio | 530.8k $49.9m | Not comparable |
| FMR LLC 0.00% of their portfolio | 479.0k $45.0m | Added +73.6k |
| Invesco Ltd. 0.00% of their portfolio | 478.3k $44.9m | Added +65.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 466.5k $43.8m | Reduced -38.1k |
| MORGAN STANLEY 0.00% of their portfolio | 453.9k $42.6m | Added +30.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 438.5k $41.2m | Reduced -19.9k |
| Holocene Advisors, LP 0.09% of their portfolio | 437.3k $41.1m | Added +184.1k |
| J. Goldman & Co LP 1.37% of their portfolio | 376.1k $35.3m | New |
| Boston Trust Walden Corp 0.26% of their portfolio | 365.4k $34.3m | Reduced -23.5k |
| Rivermont Capital Management LP 7.63% of their portfolio | 342.0k $32.1m | Added +265.3k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 327.7k $30.8m | Added +322.1k |
| Champlain Investment Partners, LLC 0.30% of their portfolio | 319.3k $30.0m | Reduced -42.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 317.6k $29.8m | Added +6.2k |
| GAMCO INVESTORS, INC. ET AL 0.28% of their portfolio | 311.5k $29.3m | Added +2.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 309.7k $29.1m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 244.3k $23.0m | Added +12.7k |
| SEGALL BRYANT & HAMILL, LLC 0.30% of their portfolio | 236.3k $22.2m | Reduced -15.8k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 227.4k $21.4m | Reduced -393.5k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 213.7k $20.1m | Added +97.2k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 210.7k $19.8m | Added +53.8k |
| Bayberry Capital Partners LP 6.26% of their portfolio | 207.2k $19.5m | Added +14.2k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 206.9k $19.4m | Reduced -113.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 206.2k $19.4m | Unchanged |
| Owls Nest Partners IA, LLC 5.34% of their portfolio | 205.4k $19.3m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 203.5k $19.1m | Added +65.7k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.65% of their portfolio | 188.0k $17.7m | Added +53.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 182.0k $17.1m | Reduced -24.5k |
| GABELLI FUNDS LLC 0.11% of their portfolio | 166.5k $15.6m | Reduced -5.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 162.9k $15.4m | Added +15.8k |
| AXIOM INVESTORS LLC /DE 0.13% of their portfolio | 161.3k $15.2m | Added +7.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 148.7k $14.0m | Reduced -48.7k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 147.1k $13.8m | Reduced -18.5k |
| Robeco Schweiz AG 0.31% of their portfolio | 146.6k $13.8m | Added +10.2k |
| Waratah Capital Advisors Ltd. 1.05% of their portfolio | 146.3k $13.7m | Added +66.8k |
| BEACONLIGHT CAPITAL, LLC 7.57% of their portfolio | 138.0k $13.0m | Added +23.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 134.5k $12.6m | Reduced -321.3k |
| Nuveen, LLC 0.00% of their portfolio | 133.3k $12.5m | Reduced -142.7k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.16% of their portfolio | 130.9k $12.3m | Reduced -959 |
| Yost Capital Management, LP 17.82% of their portfolio | 130.7k $12.3m | Added +44.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 122.8k $11.5m | Added +8.1k |
| Mountaineer Partners Management, LLC 6.16% of their portfolio | 117.1k $11.0m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 113.9k $10.7m | Reduced -11.1k |
| BESSEMER GROUP INC 0.02% of their portfolio | 111.5k $10.5m | Added +104.9k |
| Legal & General Group Plc 0.00% of their portfolio | 108.3k $10.2m | Reduced -18.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 104.0k $9.8m | Reduced -5.9k |
| BARCLAYS PLC 0.00% of their portfolio | 103.4k $9.7m | Reduced -95.3k |
| CRAMER ROSENTHAL MCGLYNN LLC 0.61% of their portfolio | 100.9k $9.5m | Reduced -1.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 97.2k $9.1m | Reduced -77.2k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 96.1k $9.0m | Reduced -947 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 95.3k $9.0m | Added +3.0k |
| Covea Finance 0.30% of their portfolio | 95.3k $9.0m | Added +13.9k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 95.0k $8.9m | Reduced -2.6k |
| Ratan Capital Management LP 2.34% of their portfolio | 90.6k $8.5m | Reduced -13.9k |
| UBS Group AG 0.00% of their portfolio | 84.8k $8.0m | Reduced -9.8k |
| CI INVESTMENTS INC. 0.03% of their portfolio | 76.4k $7.2m | Added +7.4k |
| HEARTLAND ADVISORS INC 0.37% of their portfolio | 72.9k $6.8m | Reduced -5.7k |
| California Public Employees Retirement System 0.00% of their portfolio | 72.7k $6.8m | Added +914 |
| Swiss National Bank 0.00% of their portfolio | 71.2k $6.7m | Added +1.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 70.0k $6.6m | Added +18.4k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.17% of their portfolio | 69.4k $6.5m | Added +51.9k |
| Roubaix Capital, LLC 2.53% of their portfolio | 63.0k $5.9m | Reduced -3.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 59.9k $5.6m | Reduced -440.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 57.7k $5.4m | Reduced -300 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 53.5k $5.0m | Added +41.1k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 51.9k $4.9m | New |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.20% of their portfolio | 51.5k $4.8m | Unchanged |
| GLENVIEW CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 50.0k $4.7m | New |
| Pier Capital, LLC 0.73% of their portfolio | 48.6k $4.6m | Reduced -591 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 47.4k $4.5m | Reduced -980 |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 42.8k $4.0m | Reduced -4.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 39.8k $3.7m | Reduced -2.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 39.2k $3.7m | Added +23.7k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 39.1k $3.7m | Reduced -333 |
| TWINBEECH CAPITAL LP 0.25% of their portfolio | 37.6k $3.5m | Reduced -17.3k |
| Creative Planning 0.00% of their portfolio | 37.1k $3.5m | Added +121 |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 36.0k $3.4m | Added +4.4k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.10% of their portfolio | 34.9k $3.4m | Reduced -7.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 34.6k $3.3m | Reduced -37 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 33.9k $3.2m | Added +1.3k |
| Squarepoint Ops LLC 0.01% of their portfolio | 33.4k $3.1m | Reduced -3.7k |
| OAK RIDGE INVESTMENTS LLC 0.19% of their portfolio | 32.8k $3.1m | Added +5.2k |
| HighTower Advisors, LLC 0.00% of their portfolio | 32.1k $3.0m | Added +74 |
| Acropolis Investment Management, LLC 0.13% of their portfolio | 30.3k $2.9m | Added +1.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 28.6k $2.7m | Reduced -725 |
| Potrero Capital Research LLC 0.87% of their portfolio | 27.4k $2.6m | New |
| Woodline Partners LP 0.01% of their portfolio | 25.7k $2.4m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 25.7k $2.4m | Added +10.6k |
| Illinois Municipal Retirement Fund 0.03% of their portfolio | 23.7k $2.2m | Reduced -15 |