Stepan Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.31 M | $165.49 M | 0.29% | 14.48% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 1.59 M | $79.47 M | 0.01% | 6.95% |
| 05/08/2026 | 1.36 M | $67.92 M | 100.00% | 5.94% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.12 M | $55.83 M | -0.53% | 4.88% |
| DEPRINCE RACE & ZOLLO INC | 04/24/2026 | 947.45 K | $47.35 M | 5.23% | 4.14% |
| 05/15/2026 | 941.99 K | $47.08 M | 100.00% | 4.12% | |
| STATE STREET CORP | 05/15/2026 | 902.66 K | $45.12 M | -1.08% | 3.95% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 732.12 K | $36.59 M | 19.62% | 3.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 529.56 K | $26.47 M | 2.95% | 2.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 464.46 K | $23.21 M | -2.72% | 2.03% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 393.27 K | $19.66 M | 794.30% | 1.72% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 05/13/2026 | 378.80 K | $18.93 M | -7.10% | 1.66% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 327.82 K | $16.38 M | 73.38% | 1.43% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 309.96 K | $15.49 M | 8.41% | 1.36% |
| MORGAN STANLEY | 05/15/2026 | 304.42 K | $15.21 M | -1.91% | 1.33% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 252.17 K | $12.60 M | -15.93% | 1.10% |
| NORTHERN TRUST CORP | 05/14/2026 | 242.52 K | $12.12 M | 1.95% | 1.06% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 234.66 K | $11.73 M | 51.49% | 1.03% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 223.10 K | $11.15 M | 0.02% | 0.98% |
| NUVEEN, LLC | 04/30/2026 | 205.57 K | $10.27 M | 160.63% | 0.90% |
| ALGERT GLOBAL LLC | 05/14/2026 | 190.80 K | $9.54 M | 0.01% | 0.83% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 174.38 K | $8.72 M | 124.85% | 0.76% |
| INVESCO LTD. | 05/12/2026 | 172.74 K | $8.63 M | 5.90% | 0.76% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 168.51 K | $8.42 M | -0.02% | 0.74% |
| GENDELL JEFFREY L | 05/15/2026 | 165.52 K | $8.27 M | 1,721.90% | 0.72% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 152.58 K | $7.63 M | 19.32% | 0.67% |
| BESSEMER GROUP INC | 05/06/2026 | 143.70 K | $7.18 M | 33.91% | 0.63% |
| GRACE & WHITE INC /NY | 04/21/2026 | 139.01 K | $6.95 M | 7.67% | 0.61% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 137.85 K | $6.89 M | 100.00% | 0.60% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 133.96 K | $6.70 M | -2.04% | 0.59% |
| SEI INVESTMENTS CO | 05/13/2026 | 123.80 K | $6.19 M | 465.48% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 122.16 K | $6.11 M | -1.05% | 0.53% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 114.69 K | $5.73 M | 43.75% | 0.50% |
| TOWLE & CO | 05/14/2026 | 105.94 K | $5.29 M | 100.00% | 0.46% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 104.45 K | $5.22 M | -12.53% | 0.46% |
| JANE STREET GROUP, LLC | 05/12/2026 | 100.00 K | $5.00 M | 17.92% | 0.44% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 94.34 K | $4.72 M | 11.24% | 0.41% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 93.73 K | $4.68 M | 7.11% | 0.41% |
| O'KEEFE STEVENS ADVISORY, INC. | 04/07/2026 | 85.02 K | $4.25 M | 18.61% | 0.37% |
| DEAN INVESTMENT ASSOCIATES, LLC | 05/15/2026 | 81.75 K | $4.09 M | 90.77% | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 76.87 K | $3.84 M | 3.25% | 0.34% |
| UBS GROUP AG | 05/05/2026 | 70.31 K | $3.51 M | 170.02% | 0.31% |
| RHUMBLINE ADVISERS | 05/12/2026 | 66.55 K | $3.33 M | 2.98% | 0.29% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 65.88 K | $3.29 M | 175.76% | 0.29% |
| CENTERBOOK PARTNERS LP | 05/05/2026 | 64.91 K | $3.24 M | 93.09% | 0.28% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 63.87 K | $3.19 M | 37.63% | 0.28% |
| CREATIVE PLANNING | 05/12/2026 | 60.62 K | $3.03 M | 18.86% | 0.27% |
| DEAN CAPITAL MANAGEMENT | 05/15/2026 | 57.25 K | $2.86 M | 96.43% | 0.25% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 55.49 K | $2.77 M | 0.38% | 0.24% |
| JPMORGAN CHASE & CO | 05/13/2026 | 54.24 K | $2.70 M | -17.33% | 0.24% |
Stepan Co. institutional Ownership - FAQ's
During the previous two years, 327 institutional investors and hedge funds held shares of Stepan Co.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.31 M
HighTower Advisors, LLC: 1.59 M
DIMENSIONAL FUND ADVISORS LP: 1.12 M
DEPRINCE RACE & ZOLLO INC: 947,452
STATE STREET CORP: 902,664
AMERICAN CENTURY COMPANIES INC: 732,121
85.90% of Stepan Co. stock is owned by institutional investors.
Institutional investors have bought a total of 27.09 M shares in the last 24 months. This purchase volume represents approximately $1.30 B in transactions.