Vault-13

STEPAN CO SCL

COM · Common Stock · CUSIP 858586100 · ISIN US8585861003

216 institutional holders +15 vs Q1 2024
18,489,17818.5m shares reported held*
82.2% of all shares outstanding*
$1.6bnreported value*
30 new 73 added 70 reduced 16 sold out net sold ≈ $88.6m (-1.1m shares)

* 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 ($1.5m this quarter). Holder counts are more reliable. Shares outstanding: 22.5m as of 2024-07-31, 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 ≈ $83.96. Options: 4 managers hold calls ($864.4k notional), 1 hold puts ($0).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 204Q4 22: 210Q1 23: 208Q2 23: 196Q3 23: 200Q4 23: 196Q1 24: 201Q2 24: 216216Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022204
Q4 2022210
Q1 2023208
Q2 2023196
Q3 2023200
Q4 2023196
Q1 2024201
Q2 2024216

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 105 bought or addedQ4 22: 83 cut or sold outQ4 22Q1 23: 88 bought or addedQ1 23: 95 cut or sold outQ2 23: 78 bought or addedQ2 23: 105 cut or sold outQ2 23Q3 23: 94 bought or addedQ3 23: 93 cut or sold outQ4 23: 87 bought or addedQ4 23: 103 cut or sold outQ4 23Q1 24: 80 bought or addedQ1 24: 90 cut or sold outQ2 24: 103 bought or addedQ2 24: 86 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202210583
Q1 20238895
Q2 202378105
Q3 20239493
Q4 202387103
Q1 20248090
Q2 202410386

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ3 23 calls: $1.1mQ3 23 puts: $517.3kQ3 23P/C 0.48Q4 23 calls: $1.7mQ4 23 puts: $501.1kQ4 23P/C 0.29Q1 24 calls: $1.5mQ1 24 puts: $234.1kQ1 24P/C 0.15Q2 24 calls: $864.4kQ2 24 puts: $0Q2 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2023$1.1m$517.3k0.48
Q4 2023$1.7m$501.1k0.29
Q1 2024$1.5m$234.1k0.15
Q2 2024$864.4k$00.00

Biggest buyers

Biggest sellers

MORGAN STANLEY Reduced -1,062,074-1.1m
HighTower Advisors, LLC Reduced -177,466-177.5k
FIRST TRUST ADVISORS LP Reduced -112,591-112.6k
BlackRock Inc. Reduced -61,783-61.8k
JPMORGAN CHASE & CO Reduced -45,336-45.3k
Allspring Global Investments Holdings, LLC Reduced -41,375-41.4k
NFJ INVESTMENT GROUP, LLC Reduced -33,804-33.8k
STATE STREET CORP Reduced -27,793-27.8k
VICTORY CAPITAL MANAGEMENT INC Reduced -21,498-21.5k
DEAN INVESTMENT ASSOCIATES, LLC Reduced -19,732-19.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $604.5k7.2k shares
CITADEL ADVISORS LLC Added $251.9k3.0k shares
SIMPLEX TRADING, LLC New $8.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-29 14.2% 3.2m≈ $178.7m 2025-04-29
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 6.0% new 1.4m≈ $76.5m 2026-04-29
DIMENSIONAL FUND ADVISORS LP 13G · institution +0.2 pts · filed 2026-10-08 5.2% +0.2 pts 1.2m≈ $66.4m 2026-10-08

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q2 2024

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)

BuyingSelling
404Q3 22: 1 buyingQ3 22: 3 sellingQ4 22: 0 buyingQ4 22: 2 sellingQ4 22Q1 23: 0 buyingQ1 23: 3 sellingQ2 23: 0 buyingQ2 23: 2 sellingQ2 23Q3 23: 0 buyingQ3 23: 2 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 3 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20221$56.2k3$361.4k—
Q4 20220—2$806.0k—
Q1 20230—3$2.8m—
Q2 20230—2$748.0k—
Q3 20230—2$1.0m—
Q4 20230—0——
Q1 20240—3$2.5m—
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 3,348,1073.3m $281.1m $281.1m 0.01% Reduced -61.8k -61,783
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 2,546,6072.5m $213.8m $213.8m 0.00% Reduced -17.9k -17,891
3 HighTower Advisors, LLC 0.22% of their portfolio CHICAGO, IL 1,691,1891.7m $142.0m $142.0m 0.22% Reduced -177.5k -177,466
4 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,279,4501.3m $107.4m $107.4m 0.03% Added +34.3k +34,264
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,177,6571.2m $98.9m $98.9m 0.00% Reduced -27.8k -27,793
6 WESTWOOD HOLDINGS GROUP INC 0.29% of their portfolio DALLAS, TX 747,140747.1k $62.7m $62.7m 0.29% Added +52.9k +52,944
7 VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio San Antonio, TX 699,864699.9k $58.8m $58.8m 0.06% Reduced -21.5k -21,498
8 FIRST TRUST ADVISORS LP 0.05% of their portfolio Wheaton, IL 563,332563.3k $47.3m $47.3m 0.05% Reduced -112.6k -112,591
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 482,199482.2k $40.5m $40.5m 0.00% Added +18.0k +18,034
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 455,473455.5k $38.2m $38.2m 0.00% Reduced -1.1m -1,062,074
11 DEPRINCE RACE & ZOLLO INC 0.79% of their portfolio Winter Park, FL 424,166424.2k $35.6m $35.6m 0.79% Added +17.4k +17,361
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 355,366355.4k $29.8m $29.8m 0.01% Added +16.1k +16,098
13 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 325,443325.4k $27.3m $27.3m 0.01% Added +6.5k +6,542
14 SOUTHERNSUN ASSET MANAGEMENT, LLC 2.82% of their portfolio Memphis, TN 278,744278.7k $23.4m $23.4m 2.82% Added +16.2k +16,168
15 NFJ INVESTMENT GROUP, LLC 0.67% of their portfolio DALLAS, TX 259,858259.9k $21.8m $21.8m 0.67% Reduced -33.8k -33,804
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 254,108254.1k $21.3m $21.3m 0.00% Reduced -19.3k -19,275
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 238,328238.3k $20.0m $20.0m 0.00% Reduced -45.3k -45,336
18 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 211,302211.3k $17.7m $17.7m 0.01% Added +71.4k +71,431
19 Gotham Asset Management, LLC 0.18% of their portfolio NEW YORK, NY 168,822168.8k $14.2m $14.2m 0.18% New
20 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 128,470128.5k $10.8m $10.8m 0.02% Reduced -41.4k -41,375
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 126,426126.4k $10.6m $10.6m 0.00% Added +3.6k +3,609
22 GRACE & WHITE INC /NY 1.93% of their portfolio NY, NY 122,647122.6k $10.3m $10.3m 1.93% Unchanged
23 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 119,508119.5k $10.0m $10.0m 0.00% Reduced -8.3k -8,344
24 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 116,016116.0k $9.7m $9.7m 0.02% Added +8.5k +8,498
25 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 105,405105.4k $8.8m $8.8m 0.01% Reduced -5.0k -4,968
26 Cresset Asset Management, LLC 0.04% of their portfolio Chicago, IL 100,609100.6k $8.4m $8.4m 0.04% New
27 NORGES BANK 0.00% of their portfolio OSLO, Q8 99,43299.4k $8.3m $8.3m 0.00% Reduced -16.8k -16,795
28 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 92,23292.2k $7.7m $7.7m 0.00% Reduced -446 -446
29 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 80,55980.6k $6.8m $6.8m 0.01% Reduced -1.7k -1,744
30 ProShare Advisors LLC 0.02% of their portfolio BETHESDA, MD 76,15376.2k $6.4m $6.4m 0.02% Reduced -14.1k -14,059
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 73,07573.1k $6.1m $6.1m 0.00% Reduced -10.8k -10,836
32 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 70,87670.9k $6.0m $6.0m 0.01% Added +500 +500
33 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio COLUMBUS, OH 63,27763.3k $5.3m $5.3m 0.02% Reduced -7.6k -7,560
34 Legal & General Group Plc 0.00% of their portfolio London, X0 61,80161.8k $5.2m $5.2m 0.00% Reduced -893 -893
35 O'Keefe Stevens Advisory, Inc. 1.68% of their portfolio ROCHESTER, NY 60,00360.0k $5.0m $5.0m 1.68% Added +1.2k +1,236
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 58,08058.1k $4.9m $4.9m 0.00% Reduced -3.8k -3,756
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 56,93556.9k $4.8m $4.8m 0.00% Added +12.7k +12,698
38 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 52,34652.3k $4.4m $4.4m 0.00% Added +23.3k +23,315
39 Public Sector Pension Investment Board 0.03% of their portfolio MONTREAL, A8 46,95047.0k $3.9m $3.9m 0.03% Added +3.4k +3,391
40 CenterBook Partners LP 0.23% of their portfolio GREENWICH, CT 44,40844.4k $3.7m $3.7m 0.23% Added +17.6k +17,612
41 Swiss National Bank 0.00% of their portfolio ZURICH, V8 44,10044.1k $3.7m $3.7m 0.00% Unchanged
42 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 41,33841.3k $3.5m $3.5m 0.01% Added +21.7k +21,734
43 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 38,96039.0k $3.3m $3.3m 0.00% Unchanged
44 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 35,85335.9k $3.0m $3.0m 0.01% Reduced -1.8k -1,757
45 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 35,68335.7k $3.0m $3.0m 0.00% Reduced -5.6k -5,595
46 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 29,34129.3k $2.5m $2.5m 0.00% Added +3.7k +3,733
47 ROMANO BROTHERS AND COMPANY 0.32% of their portfolio EVANSTON, IL 27,77927.8k $2.3m $2.3m 0.32% Reduced -61 -61
48 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 27,40527.4k $2.3m $2.3m 0.01% Added +19.5k +19,477
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,76726.8k $2.2m $2.2m 0.00% Added +14.3k +14,329
50 Meiji Yasuda Asset Management Co Ltd. 0.09% of their portfolio Tokyo, M0 26,20826.2k $2.2m $2.2m 0.09% Reduced -5.4k -5,392
51 Edgestream Partners, L.P. 0.10% of their portfolio Princeton, NJ 23,97424.0k $2.0m $2.0m 0.10% New
52 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 23,96224.0k $2.0m $2.0m 0.00% Added +610 +610
53 DEAN INVESTMENT ASSOCIATES, LLC 0.28% of their portfolio BEAVERCREEK, OH 23,43423.4k $2.0m $2.0m 0.28% Reduced -19.7k -19,732
54 GSA CAPITAL PARTNERS LLP 0.13% of their portfolio LONDON, X0 22,78822.8k $1.9m $1.9m 0.13% Added +14.7k +14,731
55 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 22,77022.8k $1.9m $1.9m 0.00% Reduced -845 -845
56 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 22,42922.4k $1.9m $1.9m 0.01% Reduced -8.0k -7,986
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 21,76721.8k $1.8m $1.8m 0.00% Reduced -494 -494
58 Bahl & Gaynor LLC 0.01% of their portfolio CINCINNATI, OH 19,46719.5k $1.6m $1.6m 0.01% Added +1.1k +1,069
59 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 18,07718.1k $1.5m $1.5m 0.01% Added +14.4k +14,389
60 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 17,72517.7k $1.5m $1.5m 0.00% Reduced -709 -709
61 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 17,02617.0k $1.4m $1.4m 0.00% Added +5.4k +5,438
62 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 16,13516.1k $1.4m $1.4m 0.00% Reduced -9.9k -9,903
63 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 15,80115.8k $1.3m $1.3m 0.00% Added +246 +246
64 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,51715.5k $1.3m $1.3m 0.00% Reduced -1.8k -1,809
65 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 14,58814.6k $1.2m $1.2m 0.00% Added +710 +710
66 Wellington Shields Capital Management, LLC 0.22% of their portfolio NEW YORK, NY 14,50014.5k $1.2m $1.2m 0.22% Unchanged
67 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 13,57713.6k $1.1m $1.1m 0.00% Reduced -167 -167
68 Greenfield Seitz Capital Management, LLC 0.40% of their portfolio DALLAS, TX 12,88712.9k $1.1m $1.1m 0.40% Added +17 +17
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,72712.7k $1.1m $1.1m 0.00% Added +1.5k +1,523
70 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 12,71512.7k $1.1m $1.1m 0.00% Added +25 +25
71 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 12,53612.5k $1.1m $1.1m 0.01% Reduced -409 -409
72 Corebridge Financial, Inc. 0.01% of their portfolio HOUSTON, TX 12,39012.4k $1.0m $1.0m 0.01% First filing
73 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 12,33712.3k $1.0m $1.0m 0.01% Added +1.5k +1,462
74 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 11,92011.9k $1.0m $1.0m 0.00% Added +541 +541
75 Illinois Municipal Retirement Fund 0.01% of their portfolio OAK BROOK, IL 11,76011.8k $987.4k $987.4k 0.01% Reduced -662 -662
76 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 11,45811.5k $962.0k $962.0k 0.00% Added +2.5k +2,522
77 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 11,38911.4k $956.2k $956.2k 0.00% First filing
78 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,01911.0k $925.0k $925.0k 0.00% Added +1.8k +1,759
79 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,90710.9k $920.2k $920.2k 0.00% Reduced -183 -183
80 Louisiana State Employees Retirement System 0.02% of their portfolio BATON ROUGE, LA 10,70010.7k $898.4k $898.4k 0.02% Added +200 +200
81 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 10,23910.2k $859.7k $859.7k 0.00% Reduced -1.2k -1,215
82 CWM, LLC 0.00% of their portfolio OMAHA, NE 10,21310.2k $857.0k $857.0k 0.00% Reduced -732 -732
83 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 9,9149.9k $832.4k $832.4k 0.01% New
84 SHERBROOKE PARK ADVISERS LLC 0.15% of their portfolio WHITE PLAINS, NY 9,8879.9k $830.1k $830.1k 0.15% Added +4.5k +4,544
85 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 9,7459.7k $818.1k $818.1k 0.00% Reduced -109 -109
86 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,3469.3k $784.7k $784.7k 0.00% Added +1.1k +1,138
87 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 9,2009.2k $772.4k $772.4k 0.00% Reduced -3.1k -3,100
88 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 9,1279.1k $766.3k $766.3k 0.01% Added +1.0k +1,042
89 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 8,8808.9k $745.6k $745.6k 0.00% Reduced -1 -1
90 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 8,8028.8k $739.0k $739.0k 0.00% Unchanged
91 Legato Capital Management LLC 0.10% of their portfolio San Francisco, CA 8,6468.6k $725.9k $725.9k 0.10% Reduced -6.1k -6,137
92 Dean Capital Management 0.93% of their portfolio OVERLAND PARK, KS 8,6468.6k $725.9k $725.9k 0.93% Reduced -6.1k -6,137
93 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 8,5458.5k $717.4k $717.4k 0.01% Reduced -1.0k -1,028
94 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 8,5418.5k $717.1k $717.1k 0.00% Added +192 +192
95 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8,4718.5k $711.2k $711.2k 0.00% Reduced -2.7k -2,702
96 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 8,2958.3k $696.4k $696.4k 0.00% New
97 Assenagon Asset Management S.A. 0.00% of their portfolio SENNINGERBERG, N4 8,0928.1k $679.4k $679.4k 0.00% New
98 SpiderRock Advisors, LLC 0.02% of their portfolio CHICAGO, IL 7,9287.9k $665.6k $665.6k 0.02% Unchanged
99 ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio Chicago, IL 7,8687.9k $660.6k $660.6k 0.01% New
100 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,8177.8k $656.3k $656.3k 0.00% Reduced -967 -967