SCL Institutional Ownership
Stepan Co
1W: +3.2%
1M: +2.0%
3M: -1.4%
YTD: +39.3%
1Y: +42.6%
3Y: -9.1%
5Y: -40.5%
$65.21
+0.44 (+0.68%)
Weekly Expected Move ±2.7%
$61
$62
$64
$66
$67
Credit Risk of going bust: higher than 54% of companies Debt: 32.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.02 (down 95%), Stepan Co would be worth roughly what it owes.
Total debt $707.3M against a stock market value of $1.48B.
Distance to default 4.79 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $525.3M (short-term plus half of long-term), stock volatility 37.3%; Altman Z 2.61. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $3.02 (down 95%), Stepan Co would be worth roughly what it owes.
Total debt $707.3M against a stock market value of $1.48B.
Distance to default 4.79 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $525.3M (short-term plus half of long-term), stock volatility 37.3%; Altman Z 2.61. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SCL
257
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
34
New Positions
91
Increased
91
Reduced
24
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (272 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,458,328 | $226M | +147,288 | +4.4% | 8Q | SEC ↗ |
| 2 | HighTower Advisors, LLC | 1,589,877 | $104M | -188 | -0.0% | 38Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,381,590 | $90M | +22,737 | +1.7% | 2Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1,125,025 | $73M | +7,995 | +0.7% | 102Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 949,949 | $62M | +7,958 | +0.8% | 2Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 948,532 | $62M | +216,411 | +29.6% | 15Q | SEC ↗ |
| 7 | DEPRINCE RACE & ZOLLO INC | 936,608 | $61M | -10,844 | -1.1% | 13Q | SEC ↗ |
| 8 | STATE STREET CORP | 888,716 | $58M | -13,948 | -1.5% | 46Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 565,294 | $37M | +35,734 | +6.7% | 77Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 433,582 | $28M | +40,313 | +10.3% | 16Q | SEC ↗ |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 406,851 | $27M | -57,604 | -12.4% | 15Q | SEC ↗ |
| 12 | Sixth Street Partners Management Compa NEW | 406,851 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 13 | TWO SIGMA INVESTMENTS, LP | 387,268 | $25M | +59,446 | +18.1% | 9Q | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 308,835 | $20M | -1,124 | -0.4% | 39Q | SEC ↗ |
| 15 | AQR CAPITAL MANAGEMENT LLC | 291,597 | $19M | +56,935 | +24.3% | 6Q | SEC ↗ |
| 16 | MORGAN STANLEY | 279,408 | $18M | -25,008 | -8.2% | 60Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 272,862 | $18M | +30,342 | +12.5% | 110Q | SEC ↗ |
| 18 | Cresset Asset Management, LLC | 223,081 | $15M | -22 | -0.0% | 9Q | SEC ↗ |
| 19 | Nuveen, LLC | 205,903 | $13M | +336 | +0.2% | 6Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 205,494 | $13M | -46,676 | -18.5% | 15Q | SEC ↗ |
| 21 | ALGERT GLOBAL LLC | 182,741 | $12M | -8,054 | -4.2% | 7Q | SEC ↗ |
| 22 | Gotham Asset Management, LLC | 168,599 | $11M | +94 | +0.1% | 9Q | SEC ↗ |
| 23 | Invesco Ltd. | 165,900 | $11M | -6,838 | -4.0% | 79Q | SEC ↗ |
| 24 | GENDELL JEFFREY L | 165,520 | $11M | — | +0.0% | 3Q | SEC ↗ |
| 25 | UBS Group AG | 146,528 | $10M | +76,218 | +108.4% | 47Q | SEC ↗ |
| 26 | BESSEMER GROUP INC | 143,698 | $9M | — | +0.0% | 6Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 143,140 | $9M | +5,293 | +3.8% | 2Q | SEC ↗ |
| 28 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 139,190 | $9M | -13,389 | -8.8% | 5Q | SEC ↗ |
| 29 | GRACE & WHITE INC /NY | 139,013 | $9M | — | +0.0% | 110Q | SEC ↗ |
| 30 | NORGES BANK NEW | 132,700 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 31 | JACOBS LEVY EQUITY MANAGEMENT, INC | 130,151 | $8M | +15,458 | +13.5% | 11Q | SEC ↗ |
| 32 | ProShare Advisors LLC | 129,873 | $8M | -4,082 | -3.0% | 46Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 122,680 | $8M | +520 | +0.4% | 76Q | SEC ↗ |
| 34 | Trexquant Investment LP | 117,151 | $8M | +51,273 | +77.8% | 4Q | SEC ↗ |
| 35 | PRINCIPAL FINANCIAL GROUP INC | 104,289 | $7M | -156 | -0.1% | 72Q | SEC ↗ |
| 36 | ACADIAN ASSET MANAGEMENT LLC | 101,507 | $7M | +96,738 | +2028.5% | 34Q | SEC ↗ |
| 37 | FIRST TRUST ADVISORS LP | 98,313 | $6M | +3,973 | +4.2% | 64Q | SEC ↗ |
| 38 | O'Keefe Stevens Advisory, Inc. | 95,560 | $6M | +10,539 | +12.4% | 25Q | SEC ↗ |
| 39 | NEW YORK STATE COMMON RETIREMENT FUND | 94,381 | $6M | +649 | +0.7% | 72Q | SEC ↗ |
| 40 | MILLENNIUM MANAGEMENT LLC | 93,929 | $6M | +50,982 | +118.7% | 25Q | SEC ↗ |
| 41 | Empowered Funds, LLC | 88,869 | $6M | -85,507 | -49.0% | 5Q | SEC ↗ |
| 42 | Edgestream Partners, L.P. NEW | 88,077 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Creative Planning | 87,213 | $6M | +26,591 | +43.9% | 11Q | SEC ↗ |
| 44 | JPMORGAN CHASE & CO | 74,219 | $5M | +19,976 | +36.8% | 69Q | SEC ↗ |
| 45 | Public Sector Pension Investment Board | 74,123 | $5M | -2,745 | -3.6% | 68Q | SEC ↗ |
| 46 | FRANKLIN RESOURCES INC | 73,826 | $5M | +65,057 | +741.9% | 2Q | SEC ↗ |
| 47 | SG Americas Securities, LLC | 66,058 | $4M | +2,185 | +3.4% | 5Q | SEC ↗ |
| 48 | CastleKnight Management LP | 64,000 | $4M | +31,800 | +98.8% | 2Q | SEC ↗ |
| 49 | RHUMBLINE ADVISERS | 59,417 | $4M | -7,128 | -10.7% | 77Q | SEC ↗ |
| 50 | UBS AM, a distinct business unit of UB | 56,447 | $4M | +960 | +1.7% | 54Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 406,851 | $27M |
| NORGES BANK | 132,700 | $9M |
| Edgestream Partners, L.P. | 88,077 | $6M |
| Core Capital Management & Research, | 47,917 | $3M |
| Y-Intercept (Hong Kong) Ltd | 36,168 | $2M |
| ICON ADVISERS INC/CO | 32,000 | $2M |
| Odyssean, LLC | 11,775 | $768K |
| Jupiter Topco LLC | 9,745 | $635K |
| CAPTRUST FINANCIAL ADVISORS | 5,186 | $338K |
| Squarepoint Ops LLC | 5,078 | $331K |
| Corient Private Wealth LP | 4,608 | $300K |
| Focus Partners Wealth | 4,466 | $291K |
| VOYA INVESTMENT MANAGEMENT LLC | 4,372 | $285K |
| ALLSTATE CORP | 4,219 | $275K |
| Jump Financial, LLC | 4,026 | $263K |
| Pictet Asset Management Holding SA | 3,914 | $255K |
| GUGGENHEIM CAPITAL LLC | 3,897 | $254K |
| XPONANCE LLC | 3,798 | $248K |
| VICTORY CAPITAL MANAGEMENT INC | 3,607 | $235K |
| Integrated Wealth Concepts LLC | 1,519 | $99K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 741,307 | $48M |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 378,799 | $25M |
| Invenomic Capital Management LP | 183,264 | $12M |
| TOWLE & CO | 105,940 | $7M |
| Qube Research & Technologies Ltd | 78,049 | $5M |
| Fisher Asset Management, LLC | 38,365 | $3M |
| JANE STREET GROUP, LLC | 32,040 | $2M |
| Mutual Advisors, LLC | 17,852 | $1M |
| Aquatic Capital Management LLC | 17,585 | $1M |
| Quadrature Capital Ltd | 14,993 | $978K |
| Balyasny Asset Management L.P. | 14,510 | $946K |
| Horizon Investments, LLC | 13,157 | $858K |
| RENAISSANCE TECHNOLOGIES LLC | 12,512 | $816K |
| Tidal Investments LLC | 9,835 | $641K |
| Amundi | 8,656 | $564K |
| STATE OF WISCONSIN INVESTMENT BOARD | 7,721 | $503K |
| ExodusPoint Capital Management, LP | 6,559 | $428K |
| Polymer Capital Management (US) LLC | 6,471 | $422K |
| Aigen Investment Management, LP | 6,436 | $420K |
| PharVision Advisers, LLC | 6,203 | $404K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +216,411 | +29.6% | 948,532 |
| BlackRock, Inc. | +147,288 | +4.4% | 3,458,328 |
| ACADIAN ASSET MANAGEMENT LLC | +96,738 | +2028.5% | 101,507 |
| UBS Group AG | +76,218 | +108.4% | 146,528 |
| FRANKLIN RESOURCES INC | +65,057 | +741.9% | 73,826 |
| TWO SIGMA INVESTMENTS, LP | +59,446 | +18.1% | 387,268 |
| AQR CAPITAL MANAGEMENT LLC | +56,935 | +24.3% | 291,597 |
| Trexquant Investment LP | +51,273 | +77.8% | 117,151 |
| MILLENNIUM MANAGEMENT LLC | +50,982 | +118.7% | 93,929 |
| AMERIPRISE FINANCIAL INC | +40,313 | +10.3% | 433,582 |
| GEODE CAPITAL MANAGEMENT, LLC | +35,734 | +6.7% | 565,294 |
| CastleKnight Management LP | +31,800 | +98.8% | 64,000 |
| NORTHERN TRUST CORP | +30,342 | +12.5% | 272,862 |
| Creative Planning | +26,591 | +43.9% | 87,213 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +22,737 | +1.7% | 1,381,590 |
| JPMORGAN CHASE & CO | +19,976 | +36.8% | 74,219 |
| XTX Topco Ltd | +18,218 | +77.9% | 41,594 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +15,458 | +13.5% | 130,151 |
| HRT FINANCIAL LP | +14,192 | +46.3% | 44,817 |
| FMR LLC | +12,283 | +519.4% | 14,648 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Empowered Funds, LLC | -85,507 | -49.0% | 88,869 |
| SEI INVESTMENTS CO | -84,293 | -68.1% | 39,507 |
| DEAN INVESTMENT ASSOCIATES, LLC | -65,414 | -80.0% | 16,335 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -57,604 | -12.4% | 406,851 |
| CenterBook Partners LP | -54,215 | -83.5% | 10,693 |
| GOLDMAN SACHS GROUP INC | -46,676 | -18.5% | 205,494 |
| Dean Capital Management | -45,384 | -79.3% | 11,864 |
| MORGAN STANLEY | -25,008 | -8.2% | 279,408 |
| Legato Capital Management LLC | -23,668 | -79.3% | 6,187 |
| DARK FOREST CAPITAL MANAGEMENT LP | -15,657 | -70.9% | 6,420 |
| STATE STREET CORP | -13,948 | -1.5% | 888,716 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -13,389 | -8.8% | 139,190 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | -13,221 | -66.2% | 6,741 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -11,023 | -30.4% | 25,194 |
| DEPRINCE RACE & ZOLLO INC | -10,844 | -1.1% | 936,608 |
| Numerai GP LLC | -10,328 | -19.6% | 42,346 |
| ALGERT GLOBAL LLC | -8,054 | -4.2% | 182,741 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -7,313 | -30.0% | 17,041 |
| RHUMBLINE ADVISERS | -7,128 | -10.7% | 59,417 |
| Susquehanna Portfolio Strategies, L | -7,074 | -24.1% | 22,227 |