Stepan Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 3.46 M | $192.70 M | 4.45% | 15.11% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 1.59 M | $88.59 M | -0.01% | 6.94% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.38 M | $76.98 M | 1.67% | 6.04% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.13 M | $62.68 M | 0.72% | 4.91% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 949.95 K | $52.93 M | 0.84% | 4.15% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 948.53 K | $52.85 M | 29.56% | 4.14% |
| DEPRINCE RACE & ZOLLO INC | 08/20/2026 | 936.61 K | $52.19 M | -1.14% | 4.09% |
| STATE STREET CORP | 09/22/2026 | 888.72 K | $49.52 M | -1.55% | 3.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 565.29 K | $31.50 M | 6.75% | 2.47% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 433.58 K | $24.16 M | 10.25% | 1.89% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 406.85 K | $22.67 M | -12.40% | 1.78% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 406.85 K | $22.67 M | 100.00% | 1.78% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 387.27 K | $21.58 M | 18.13% | 1.69% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 308.84 K | $17.20 M | -0.36% | 1.35% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 291.60 K | $16.25 M | 24.26% | 1.27% |
| MORGAN STANLEY | 08/13/2026 | 279.41 K | $15.57 M | -8.22% | 1.22% |
| NORTHERN TRUST CORP | 08/13/2026 | 272.86 K | $15.20 M | 12.51% | 1.19% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 223.08 K | $12.43 M | -0.01% | 0.97% |
| NUVEEN, LLC | 08/11/2026 | 205.90 K | $11.47 M | 0.16% | 0.90% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 205.49 K | $11.45 M | -18.51% | 0.90% |
| ALGERT GLOBAL LLC | 08/13/2026 | 182.74 K | $10.18 M | -4.22% | 0.80% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 168.60 K | $9.39 M | 0.06% | 0.74% |
| INVESCO LTD. | 08/14/2026 | 165.90 K | $9.24 M | -3.96% | 0.72% |
| GENDELL JEFFREY L | 08/14/2026 | 165.52 K | $9.22 M | 0.00% | 0.72% |
| CITADEL ADVISORS LLC | 09/02/2026 | 153.10 K | $8.53 M | 554.27% | 0.67% |
| UBS GROUP AG | 08/13/2026 | 146.53 K | $8.16 M | 108.40% | 0.64% |
| BESSEMER GROUP INC | 08/12/2026 | 143.70 K | $8.01 M | 0.00% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 143.14 K | $7.98 M | 3.84% | 0.63% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 139.19 K | $7.76 M | -8.78% | 0.61% |
| JANE STREET GROUP, LLC | 08/14/2026 | 139.10 K | $7.75 M | 39.10% | 0.61% |
| GRACE & WHITE INC /NY | 07/17/2026 | 139.01 K | $7.75 M | 0.00% | 0.61% |
| NORGES BANK | 08/12/2026 | 132.70 K | $7.39 M | 100.00% | 0.58% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 130.15 K | $7.25 M | 13.48% | 0.57% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 129.87 K | $7.24 M | -3.05% | 0.57% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 122.68 K | $6.84 M | 0.43% | 0.54% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 117.15 K | $6.53 M | 77.83% | 0.51% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 104.29 K | $5.81 M | -0.15% | 0.46% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 101.51 K | $5.65 M | 2,028.48% | 0.44% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 98.31 K | $5.48 M | 4.21% | 0.43% |
| O'KEEFE STEVENS ADVISORY, INC. | 07/13/2026 | 95.56 K | $5.32 M | 12.40% | 0.42% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 94.38 K | $5.26 M | 0.69% | 0.41% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 93.93 K | $5.23 M | 118.71% | 0.41% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 88.87 K | $4.95 M | -49.04% | 0.39% |
| EDGESTREAM PARTNERS, L.P. | 08/11/2026 | 88.08 K | $4.91 M | 100.00% | 0.38% |
| CREATIVE PLANNING | 08/13/2026 | 87.21 K | $4.86 M | 43.86% | 0.38% |
| JPMORGAN CHASE & CO | 08/12/2026 | 74.22 K | $4.11 M | 36.83% | 0.32% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 74.12 K | $4.13 M | -3.57% | 0.32% |
| FRANKLIN TEMPLETON INC | 08/13/2026 | 73.83 K | $4.11 M | 741.90% | 0.32% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 66.06 K | $3.68 M | 3.42% | 0.29% |
| CASTLEKNIGHT MANAGEMENT LP | 08/14/2026 | 64.00 K | $3.57 M | 98.76% | 0.28% |
Stepan Co. institutional Ownership - FAQ's
During the previous two years, 366 institutional investors and hedge funds held shares of Stepan Co.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 1.19 M
DEPRINCE RACE & ZOLLO INC: 912,864
ProShare Advisors LLC: 171,117
MACKENZIE FINANCIAL CORP: 133,614
GRACE & WHITE INC /NY: 132,013
Creative Planning: 102,575
88.97% of Stepan Co. stock is owned by institutional investors.
Institutional investors have bought a total of 31.52 M shares in the last 24 months. This purchase volume represents approximately $1.51 B in transactions.