Stepan Co (SCL) shareholders
Close on Nov 12, 2026Market cap $1.51BP/E 349.0Yield 2.34%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,207,948 | 14.20% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 1,372,514 | 6.04% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 1,192,015 | 5.20% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SCL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,458,328 | 15.21% | $192.70M | +147,288 | 0.00% |
| HighTower Advisors, LLC | 1,589,877 | 6.99% | $88.59M | −188 | 0.09% |
| Vanguard Portfolio Management LLC | 1,381,590 | 6.08% | $76.98M | +22,737 | 0.00% |
| Dimensional Fund Advisors LP | 1,125,025 | 4.95% | $62.68M | +7,995 | 0.01% |
| Vanguard Capital Management LLC | 949,949 | 4.18% | $52.93M | +7,958 | 0.00% |
| American Century Companies Inc | 948,532 | 4.17% | $52.85M | +216,411 | 0.02% |
| Deprince Race & Zollo Inc | 936,608 | 4.12% | $52.19M | −10,844 | 0.88% |
| State Street Corp | 888,716 | 3.91% | $49.52M | −13,948 | 0.00% |
| Geode Capital Management, LLC | 565,294 | 2.49% | $31.50M | +35,734 | 0.00% |
| Ameriprise Financial Inc | 433,582 | 1.91% | $24.16M | +40,313 | 0.00% |
| Charles Schwab Investment Management Inc | 406,851 | 1.79% | $22.67M | −57,604 | 0.00% |
| Two Sigma Investments, LP | 387,268 | 1.70% | $21.58M | +59,446 | 0.02% |
| Russell Investments Group, Ltd. | 308,835 | 1.36% | $17.20M | −1,124 | 0.02% |
| Aqr Capital Management LLC | 291,597 | 1.28% | $16.25M | +56,935 | 0.01% |
| Morgan Stanley | 279,408 | 1.23% | $15.57M | −25,008 | 0.00% |
| Northern Trust Corp | 272,862 | 1.20% | $15.20M | +30,342 | 0.00% |
| Cresset Asset Management, LLC | 223,081 | 0.98% | $12.43M | −22 | 0.04% |
| Nuveen, LLC | 205,903 | 0.91% | $11.47M | +336 | 0.00% |
| Goldman Sachs Group Inc | 205,494 | 0.90% | $11.45M | −46,676 | 0.00% |
| Algert Global LLC | 182,741 | 0.80% | $10.18M | −8,054 | 0.12% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 230 | 20M | 87.6% | 33 / 91 | 68 / 24 | 2M | 1M |
| Q1 2026 | 224 | 20M | 86.5% | 41 / 92 | 59 / 22 | 5M | 2M |
| Q4 2025 | 209 | 19M | 84.8% | 30 / 78 | 76 / 22 | 2M | 2M |
| Q3 2025 | 204 | 19M | 85.7% | 27 / 68 | 73 / 26 | 1M | 1M |
| Q2 2025 | 204 | 19M | 84.4% | 36 / 74 | 68 / 31 | 1M | 1M |
| Q1 2025 | 200 | 19M | 82.9% | 25 / 78 | 69 / 30 | 1M | 1M |
| Q4 2024 | 208 | 19M | 83.5% | 19 / 77 | 76 / 41 | 1M | 1M |
| Q3 2024 | 231 | 19M | 82.4% | 39 / 70 | 83 / 22 | 5M | 2M |
| Q2 2024 | 215 | 19M | 81.4% | 33 / 73 | 70 / 16 | 1M | 2M |
| Q1 2024 | 200 | 20M | 86.1% | 21 / 61 | 74 / 16 | 1M | 1M |
| Q4 2023 | 195 | 19M | 84.3% | 32 / 63 | 69 / 34 | 2M | 1M |
| Q3 2023 | 199 | 18M | 79.4% | 29 / 66 | 70 / 24 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
255 funds held SCL in Q2 2026, 62% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of SCL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,300,272 | 5.72% | $72.45M | 0.07% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 732,585 | 3.22% | $38.72M | 0.14% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 681,056 | 3.00% | $37.95M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 573,284 | 2.52% | $31.94M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 494,867 | 2.18% | $27.57M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 313,475 | 1.38% | $17.47M | 0.03% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 248,548 | 1.09% | $15.94M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 246,761 | 1.09% | $13.75M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 241,139 | 1.06% | $15.47M | 0.05% | Jul 31, 2026 |
| American Beacon Small Cap Value Fund | 214,071 | 0.94% | $13.73M | 0.37% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 203,629 | 0.90% | $11.35M | 0.08% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 203,070 | 0.89% | $13.02M | 0.52% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 198,035 | 0.87% | $11.03M | 0.07% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 185,561 | 0.82% | $10.34M | 0.13% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 179,544 | 0.79% | $9.49M | 0.11% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Luis Rojo | President & CEO, Director | 16,210 | 0.07% | May 12, 2026 |
| Andrea Jean Barry | SVP & CHRO | 288 | 0.00% | Nov 10, 2026 |
| Robin Joseph Weitkamp | SVP and GM Surfactants-INT | 187 | 0.00% | Nov 5, 2026 |
| Shawn G. Lisle | VP GC & Secretary | 1,180 | 0.01% | Aug 28, 2026 |
| Ruben Dario Velasquez | SVP & Chief Financial Officer | 996 | 0.00% | Aug 12, 2026 |
| Matthew John Eaken | VP, Controller & PAO | 12,421 | 0.05% | Aug 4, 2026 |
| Sean Thomas Moriarty | VP & GM Surfactants | 18,684 | 0.08% | May 12, 2026 |
| Richard Finn Stepan | V.P. and Gen'l. Mgr., Polymers | 430,102 | 1.89% | May 12, 2026 |
| Robert Joseph Haire | EVP, Supply Chain | 2,629 | 0.01% | May 12, 2026 |
| Afonso Adriano Jose Galimberti | VP and GM Surfactants NA | 3,510 | 0.02% | Apr 15, 2026 |
| Sharon Purnell | VP & CHRO | 272 | 0.00% | Mar 21, 2025 |
| Samuel S. Hinrichsen | VP & Interim CFO | 784 | 0.00% | Mar 21, 2025 |
| Jason Scott Keiper | VP & Chief Tech & Sust Officer | 8,218 | 0.04% | Mar 21, 2025 |
| David Kabbes | VP GC & Secretary | 12,242 | 0.05% | Mar 17, 2025 |
| F. Quinn Stepan Jr | Director | 495,924 | 2.18% | Nov 5, 2026 |
| Corning F. Painter | Director | 4,999 | 0.02% | May 12, 2026 |
| Jan Stern Reed | Director | 16,477 | 0.07% | May 12, 2026 |
| Lorinda Burgess | Director | 5,900 | 0.03% | May 12, 2026 |
| Susan Lewis | Director | 6,962 | 0.03% | May 12, 2026 |
| Randall S. Dearth | Director | 16,672 | 0.07% | May 12, 2026 |
| Joaquin Delgado | Director | 18,637 | 0.08% | May 12, 2026 |
| Edward J. Wehmer | Director | 11,902 | 0.05% | Apr 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andrea Jean Barry SVP & CHRO | Nov 10, 2026 | Tax withholding | −114 | $67.89 | $7.74K | 288 |
| Andrea Jean Barry SVP & CHRO | Nov 9, 2026 | Option exercise | +386 | $67.89 | $26.21K | 402 |
| F. Quinn Stepan Jr Director | Nov 3, 2026 | Gift | −1,430 | – | – | 157,993 |
| Shawn G. Lisle VP GC & Secretary | Aug 26, 2026 | Option exercise | +1,154 | $62.35 | $71.95K | 1,180 |
| Shawn G. Lisle VP GC & Secretary | Aug 26, 2026 | Tax withholding | −339 | $62.35 | $21.14K | 841 |
| Ruben Dario Velasquez SVP & Chief Financial Officer | Aug 10, 2026 | Tax withholding | −398 | $64.68 | $25.74K | 996 |
| Ruben Dario Velasquez SVP & Chief Financial Officer | Aug 10, 2026 | Option exercise | +1,358 | $64.68 | $87.84K | 1,394 |
| Robin Joseph Weitkamp SVP and GM Surfactants-INT | May 11, 2026 | Tax withholding | −50 | $52.58 | $2.63K | 90 |
| Robin Joseph Weitkamp SVP and GM Surfactants-INT | May 11, 2026 | Option exercise | +140 | $52.58 | $7.36K | 180 |
| Robin Joseph Weitkamp VP and GM Surfactants-INT | May 11, 2026 | Option exercise | +90 | $52.58 | $4.73K | 90 |
| Robin Joseph Weitkamp VP and GM Surfactants-INT | May 11, 2026 | Tax withholding | −50 | $52.58 | $2.63K | 40 |
| Jan Stern Reed Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 16,477 |
| Susan Lewis Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 6,962 |
| Lorinda Burgess Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 5,900 |
| Joaquin Delgado Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 18,637 |
| Corning F. Painter Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 4,999 |
| F. Quinn Stepan Jr Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 143,007 |
| Randall S. Dearth Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 16,672 |
| Robert Joseph Haire EVP, Supply Chain | May 1, 2026 | Tax withholding | −162 | $50.33 | $8.15K | 3,960 |
| Robert Joseph Haire EVP, Supply Chain | May 1, 2026 | Option exercise | +550 | $50.33 | $27.68K | 4,510 |
| Sean Thomas Moriarty VP & GM Surfactants | Mar 4, 2026 | Option exercise | +571 | $49.62 | $28.33K | 15,876 |
| Sean Thomas Moriarty VP & GM Surfactants | Mar 4, 2026 | Tax withholding | −166 | $49.62 | $8.24K | 15,710 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Mar 4, 2026 | Option exercise | +429 | $49.62 | $21.29K | 242,644 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Mar 4, 2026 | Tax withholding | −149 | $49.62 | $7.39K | 242,495 |
| Luis Rojo President & CEO, Director | Mar 4, 2026 | Option exercise | +857 | $49.62 | $42.52K | 19,704 |
| Luis Rojo President & CEO, Director | Mar 4, 2026 | Tax withholding | −252 | $49.62 | $12.50K | 19,452 |
| Robert Joseph Haire EVP, Supply Chain | Mar 4, 2026 | Tax withholding | −168 | $49.62 | $8.34K | 4,122 |
| Robert Joseph Haire EVP, Supply Chain | Mar 4, 2026 | Option exercise | +571 | $49.62 | $28.33K | 4,290 |
| Sean Thomas Moriarty VP & GM Surfactants | Mar 3, 2026 | Tax withholding | −570 | $48.99 | $27.92K | 15,305 |
| Sean Thomas Moriarty VP & GM Surfactants | Mar 3, 2026 | Option exercise | +1,670 | $48.99 | $81.81K | 15,875 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Mar 3, 2026 | Tax withholding | −434 | $48.99 | $21.26K | 242,215 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Mar 3, 2026 | Option exercise | +1,253 | $48.99 | $61.38K | 242,649 |
| Luis Rojo President & CEO, Director | Mar 3, 2026 | Tax withholding | −1,306 | $48.99 | $63.98K | 18,847 |
| Luis Rojo President & CEO, Director | Mar 3, 2026 | Option exercise | +4,455 | $48.99 | $218.25K | 20,153 |
| Robert Joseph Haire EVP, Supply Chain | Mar 3, 2026 | Tax withholding | −490 | $48.99 | $24.01K | 3,719 |
| Robert Joseph Haire EVP, Supply Chain | Mar 3, 2026 | Option exercise | +1,670 | $48.99 | $81.81K | 4,209 |
| Andrea Jean Barry VP & CHRO | Feb 27, 2026 | Award | +16.46 | $52.51 | $864 | 16 |
| Luis Rojo President & CEO, Director | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 15,698 |
| Shawn G. Lisle VP GC & Secretary | Feb 27, 2026 | Award | +25.54 | $52.51 | $1.34K | 26 |
| Ruben Dario Velasquez VP and Chief Financial Officer | Feb 27, 2026 | Award | +35.6 | $52.51 | $1.87K | 36 |
| Robert Joseph Haire EVP, Supply Chain | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 2,539 |
| Sean Thomas Moriarty VP & GM Surfactants | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 14,205 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 241,396 |
| Sean Thomas Moriarty VP & GM Surfactants | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 14,205 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 241,396 |
| Andrea Jean Barry VP & CHRO | Feb 27, 2026 | Award | +16.46 | $52.51 | $864 | 16 |
| Ruben Dario Velasquez VP and Chief Financial Officer | Feb 27, 2026 | Award | +35.6 | $52.51 | $1.87K | 36 |
| Luis Rojo President & CEO, Director | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 15,698 |
| Shawn G. Lisle VP GC & Secretary | Feb 27, 2026 | Award | +25.54 | $52.51 | $1.34K | 26 |
| Sean Thomas Moriarty VP & GM Surfactants | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 14,205 |
| Robert Joseph Haire EVP, Supply Chain | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 2,539 |
| Sean Thomas Moriarty VP & GM Surfactants | Feb 17, 2026 | Option exercise | +455 | $66.39 | $30.21K | 14,303 |
| Sean Thomas Moriarty VP & GM Surfactants | Feb 17, 2026 | Tax withholding | −158 | $66.39 | $10.49K | 14,145 |
| Luis Rojo President & CEO, Director | Feb 17, 2026 | Option exercise | +683 | $66.39 | $45.34K | 15,878 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Feb 17, 2026 | Option exercise | +341 | $66.39 | $22.64K | 241,457 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Feb 17, 2026 | Tax withholding | −118 | $66.39 | $7.83K | 241,339 |
| Luis Rojo President & CEO, Director | Feb 17, 2026 | Option exercise | +683 | $66.39 | $45.34K | 15,878 |
| Luis Rojo President & CEO, Director | Feb 17, 2026 | Tax withholding | −237 | $66.39 | $15.73K | 15,641 |
| F. Quinn Stepan Jr Director | Jan 13, 2026 | Option exercise | +34,741 | $43.85 | $1.52M | 160,960 |
| Luis Rojo President & CEO, Director | Dec 31, 2025 | Option exercise | +4,202 | $47.21 | $198.38K | 15,195 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Stepan's stock actually held short. Settlement fails (shares not delivered on time) peaked at 8,874 shares on Sep 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| F. Quinn Stepan Jr Director | Aug 4, 2025 | 10,000 | $499.60K | Aug 4, 2025 | Stock Option |
| Scott R. Behrens Former Officer | Nov 25, 2024 | 1,266 | $98.09K | Nov 25, 2024 | Restricted Stock Vesting |
| Scott R. Behrens Former Director | Nov 13, 2024 | 1,250 | $95.37K | Nov 13, 2024 | Restricted Stock Vesting |
| Scott R. Behrens Former Officer and Director | Nov 12, 2024 | 250 | $19.42K | Nov 12, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Mar 7, 2024 | 2,000 | $174.86K | Mar 7, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Mar 6, 2024 | 1,000 | $86.93K | Mar 6, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Mar 6, 2024 | 1,000 | $86.22K | Mar 6, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Mar 5, 2024 | 1,000 | $87.49K | Mar 5, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Feb 27, 2024 | 6,363 | $570.03K | Feb 27, 2024 | Option Granted - 02/17/2015 |
| F. Quinn Stepan Jr Director | Feb 26, 2024 | 3,637 | $327.72K | Feb 26, 2024 | Option Granted 02/17/2015 |
| Scott R. Behrens Officer, Director | Feb 26, 2024 | 950 | $85.29K | Feb 26, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Feb 23, 2024 | 5,000 | $455.35K | Feb 23, 2024 | Option Granted - 02/17/2015 |
| F. Quinn Stepan Jr Director | Feb 23, 2024 | 5,000 | $455.35K | Feb 22, 2024 | Option Granted - 02/17/2015 |
| Scott R. Behrens Officer, Director | Feb 23, 2024 | 700 | $63.65K | Feb 23, 2024 | Restricted Stock Vesting |
| Luis Rojo Officer | Feb 23, 2024 | 600 | $54.77K | Feb 23, 2024 | Restricted Stock Vesting |
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