Stepan Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.34 M | $257.85 M | 100.00% | 14.62% |
| VANGUARD GROUP INC | 11/13/2024 | 2.53 M | $195.81 M | -0.47% | 11.10% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 1.51 M | $116.69 M | -10.68% | 6.61% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.29 M | $99.84 M | 1.01% | 5.66% |
| STATE STREET CORP | 11/14/2024 | 1.20 M | $92.33 M | 1.49% | 5.23% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2024 | 860,719 | $66.49 M | 15.20% | 3.77% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 642,765 | $49.65 M | 14.10% | 2.81% |
| MORGAN STANLEY | 11/14/2024 | 561,650 | $43.39 M | 23.31% | 2.46% |
| DEPRINCE RACE & ZOLLO INC | 11/14/2024 | 529,944 | $40.94 M | 24.94% | 2.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 486,976 | $37.63 M | 0.99% | 2.13% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 396,180 | $30.60 M | 87.49% | 1.73% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 374,220 | $28.91 M | 5.31% | 1.64% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 11/14/2024 | 309,447 | $23.90 M | 11.01% | 1.36% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 297,541 | $22.99 M | -8.57% | 1.30% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 175,107 | $13.53 M | 74.05% | 0.77% |
| GOTHAM ASSET MANAGEMENT, LLC | 11/14/2024 | 170,206 | $13.15 M | 0.82% | 0.75% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 167,678 | $12.95 M | 44.53% | 0.73% |
| JPMORGAN CHASE & CO | 12/26/2024 | 142,790 | $11.03 M | 19.83% | 0.63% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 137,708 | $10.64 M | 141.87% | 0.60% |
| GRACE & WHITE INC /NY | 10/21/2024 | 121,147 | $9.36 M | -1.22% | 0.53% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 109,974 | $8.50 M | 208.20% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 99,766 | $7.71 M | -5.35% | 0.44% |
| INVESCO LTD. | 11/12/2024 | 98,956 | $7.64 M | -17.20% | 0.43% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 93,870 | $7.25 M | 127.08% | 0.41% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 92,053 | $7.11 M | 409.23% | 0.40% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 91,557 | $7.07 M | -0.73% | 0.40% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 82,901 | $6.40 M | 924.48% | 0.36% |
| UBS GROUP AG | 11/14/2024 | 78,849 | $6.09 M | 7.90% | 0.35% |
| RHUMBLINE ADVISERS | 11/12/2024 | 78,387 | $6.06 M | -2.70% | 0.34% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 75,585 | $5.84 M | -41.17% | 0.33% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 72,876 | $5.63 M | 2.82% | 0.32% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 72,490 | $5.60 M | 14.56% | 0.32% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 62,930 | $4.86 M | -1.73% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 61,206 | $4.73 M | -51.59% | 0.27% |
| CENTERBOOK PARTNERS LP | 11/14/2024 | 60,925 | $4.71 M | 37.19% | 0.27% |
| O'KEEFE STEVENS ADVISORY, INC. | 10/08/2024 | 60,713 | $4.69 M | 1.18% | 0.27% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 52,017 | $4.02 M | -10.44% | 0.23% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 44,850 | $3.46 M | -4.47% | 0.20% |
| BARCLAYS PLC | 11/19/2024 | 44,790 | $3.46 M | 177.60% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 44,100 | $3.41 M | 0.00% | 0.19% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 43,627 | $3.37 M | 391.30% | 0.19% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 38,360 | $2.96 M | -1.54% | 0.17% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 37,304 | $2.88 M | 100.00% | 0.16% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 36,854 | $2.85 M | 34.48% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 36,144 | $2.79 M | 904.00% | 0.16% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10/25/2024 | 35,153 | $2.72 M | -1.95% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 33,642 | $2.60 M | 100.00% | 0.15% |
| JANE STREET GROUP, LLC | 11/15/2024 | 32,562 | $2.52 M | 21.65% | 0.14% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 32,398 | $2.50 M | 82.78% | 0.14% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 31,614 | $2.44 M | 100.00% | 0.14% |
Stepan Companyinstitutional Ownership - FAQ's
During the previous two years, 316 institutional investors and hedge funds held shares of Stepan Company. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.34 M
VANGUARD GROUP INC: 2.53 M
HighTower Advisors, LLC: 1.51 M
DIMENSIONAL FUND ADVISORS LP: 1.29 M
STATE STREET CORP: 1.2 M
WESTWOOD HOLDINGS GROUP INC: 860,719
81.05% of Stepan Company stock is owned by institutional investors.
Institutional investors have bought a total of 25.10 M shares in the last 24 months. This purchase volume represents approximately $1.62 B in transactions.