Stepan

SCL • NYSE

Stepan is a chemicals - specialty company in the basic materials sector on NYSE, led by Luis E. Rojo, with a market cap of $1.1B. As of Q3 2025, 86% of shares are held by 198 institutional investors, with BlackRock, Inc. as the largest holder at 14.14%.

President and Chief Executive OfficerLuis E. Rojo

Market Cap$1.1B

Chemicals - Specialty

Basic Materials

Employees2.5K

Websitestepan.com

Country

United States of America

Overview

Overview of institutional ownership in SCL as of Q3 2025 with a market cap of $1.1B

All Institutions

Institutions: 198
Value Held: $926.2M
Shares Held: 19.4M
Avg Position: $4.7M
Median Position: $472.6K

Hedge Funds

Hedge Funds: 26
Value Held: $59.3M
Shares Held: 1.2M
Avg Position: $2.3M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

80.36%

$866.9M

Hedge Funds

5.5%

$59.3M

Retail & Other

14.14%

$152.6M

Based on market cap of $1.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SCL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$152.6M 0.00% of portfolio	14.14% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$122.6M 0.00% of portfolio	11.36% 2.6M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$76.3M 0.09% of portfolio	7.07% 1.6M shares	Q1 2017 Held for 8y 8m	$87.7B
WESTWOOD HOLDINGS GROUP INC Institution	Brian O. Casey CEO	$72.7M 0.53% of portfolio	6.74% 1.5M shares	Q3 2020 Held for 5y 2m	$13.8B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$58.4M 0.01% of portfolio	5.41% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$43.8M 0.00% of portfolio	4.06% 917.6K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
D DEPRINCE RACE & ZOLLO INC Long Only Manager	Jr. Victor Zollo CEO	$33.2M 0.66% of portfolio	3.07% 695.2K shares	Q2 2023 Held for 2y 5m	$5.0B
A AMERICAN CENTURY COMPANIES INC Institution	-	$28.0M 0.01% of portfolio	2.59% 586.5K shares	Q3 2019 Held for 6y 2m	$195.93B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$24.4M 0.00% of portfolio	2.27% 512.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$21.7M 0.00% of portfolio	2.01% 454.4K shares	≤ Q2 2013 Held for 12y 5m+	$620.51B

Net Capital Flow

Institutional buying and selling activity for SCL in Q3 2025

Traded: +$45.7M
Buyers: 95
Sellers: 99
Total Bought: +$69.6M
Total Sold: −$23.9M
Avg Position: $4.1M

Biggest Buyers

Institution	Net Bought	Current Position
WESTWOOD HOLDINGS GROUP INC Institution	+$9.0M +188.3K shares	$72.7M 1.5M shares
I Invenomic Capital Management LP Hedge Fund•Long/Short	+$8.6M +180.7K shares	$8.6M 180.7K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	+$5.2M +108.8K shares	$7.7M 160.9K shares
UBS Group AG Institution	+$4.6M +96.5K shares	$6.0M 125.0K shares
HighTower Advisors, LLC RIA/Wealth	+$4.4M +91.7K shares	$76.3M 1.6M shares
J JANE STREET GROUP, LLC Institution	+$4.0M +84.5K shares	$4.0M 84.5K shares
FIRST TRUST ADVISORS LP ETF Provider	+$2.4M +-688.1K shares	$2.4M 51.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$2.4M +49.6K shares	$2.4M 49.6K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$2.2M +45.5K shares	$28.0M 586.5K shares
SOUTHERNSUN ASSET MANAGEMENT, LLC Long Only Manager	+$1.9M +40.6K shares	$21.3M 446.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$2.0M −42.1K shares	$152.6M 3.2M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.7M −35.9K shares	$2.4M 50.3K shares
C Cubist Systematic Strategies, LLC Institution	−$1.5M −26.7K shares	Sold Off 0 shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$1.3M −26.7K shares	$58.4M 1.2M shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	−$1.1M −20.7K shares	Sold Off 0 shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.1M −22.5K shares	$2.9M 60.9K shares
Bank of New York Mellon Corp Institution	−$987.6K −20.7K shares	$10.2M 214.1K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	−$985.2K −20.7K shares	$3.9M 82.4K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$951.9K −20.0K shares	$2.6M 55.1K shares
T TEXAS PERMANENT SCHOOL FUND Institution	−$894.1K −16.4K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCL in Q3 2025

New Positions: 9
New Value: $10.2M
Exited Positions: 28
Exited Value: $7.8M

New Positions

Institution	Position Value
I Invenomic Capital Management LP Hedge Fund•Long/Short	$8.6M 180.7K shares
SummerHaven Investment Management, LLC Long Only Manager	$681.4K 14.3K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$424.5K 8.9K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$231.2K 4.8K shares
I Inscription Capital, LLC RIA/Wealth	$226.4K 4.7K shares
FINANCIAL CONSULATE, INC RIA/Wealth	$29.9K 627.0 shares
S Salomon & Ludwin, LLC Institution	$14.8K 302.0 shares
Caitong International Asset Management Co., Ltd RIA/Wealth	$5.7K 119.0 shares
O Optiver Holding B.V. Institution	$4.0K 84.0 shares

Exited Positions

Institution	Previous Position
C Cubist Systematic Strategies, LLC Institution	$1.5M 26.7K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$1.1M 20.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$894.1K 16.4K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	$525.9K 9.6K shares
D DAVIDSON D A & CO Institution	$378.3K 6.9K shares
P Petrus Trust Company, LTA Institution	$346.2K 6.3K shares
M Maryland State Retirement & Pension System Institution	$337.3K 6.2K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	$328.5K 6.0K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$274.0K 4.6K shares
WORLD EQUITY GROUP, INC. RIA/Wealth	$270.7K 5.0K shares

Options Activity

Institutions with the largest Call and Put options positions in SCL as of Q3 2025

Call Positions: 4
Call Value: $6.4M
Put Positions: 4
Put Value: $4.1M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$4.0M 836.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.9M 398.0 contracts
W WOLVERINE TRADING, LLC Institution	$279.1K 59.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$238.5K 50.0 contracts

Put Positions

Institution	Position Value
W WOLVERINE TRADING, LLC Institution	$2.6M 560.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.1M 239.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$319.6K 67.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Most Committed Institutions

Institutions with SCL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SOUTHERNSUN ASSET MANAGEMENT, LLC Long Only Manager	Michael Whitman Cook Chairman	2.76% $21.3M	1.97% 446.7K shares	Q4 2018 Held for 6y 11m	$771.8M
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	1.41% $6.8M	0.63% 141.9K shares	≤ Q2 2013 Held for 12y 5m+	$481.2M
P Pullen Investment Management, LLC Institution	-	1.04% $1.9M	0.18% 40.3K shares	Q3 2024 Held for 1y 2m	$184.7M
O'Keefe Stevens Advisory, Inc. RIA/Wealth	Justin Dean Stevens President	1.00% $3.7M	0.34% 77.5K shares	Q2 2020 Held for 5y 5m	$369.3M
Semanteon Capital Management, LP Hedge Fund•Long/Short	Rajat Lal Managing Partner	0.71% $566.3K	0.05% 11.9K shares	Q3 2024 Held for 1y 2m	$79.7M
D DEPRINCE RACE & ZOLLO INC Long Only Manager	Jr. Victor Zollo CEO	0.66% $33.2M	3.07% 695.2K shares	Q2 2023 Held for 2y 5m	$5.0B
Dean Capital Management Long Only Manager	Jessica Lynn Skinner CCO	0.55% $1.4M	0.13% 29.4K shares	Q3 2021 Held for 4y 2m	$256.5M
ICON ADVISERS INC/CO Long Only Manager	Brian Thomas Callahan President	0.54% $2.4M	0.22% 50.0K shares	Q1 2025 Held for 8 months	$445.1M
WESTWOOD HOLDINGS GROUP INC Institution	Brian O. Casey CEO	0.53% $72.7M	6.74% 1.5M shares	Q3 2020 Held for 5y 2m	$13.8B
I Invenomic Capital Management LP Hedge Fund•Long/Short	Benjamin Robert Deschaine President	0.45% $8.6M	0.80% 180.7K shares	Q3 2025 Held for 2 months	$1.9B

Hedge Fund Spotlight

Discover hedge funds investing in SCL

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Stepan

Market Value: $2.4M
Shares Held: 49.6K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%