Stepan Company
US ˙ NYSE ˙ US8585861003

SecuritySCL / Stepan Company
InstitutionInvesco Ltd.
Latest Disclosed Ownership172,738 shares
Latest Disclosed Value $ 8,633,446
Invesco Ltd. reports 5.90% increase in ownership of SCL / Stepan Company

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 172,738 shares of Stepan Company (US:SCL) valued at $8,633,445 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 163,111 shares of Stepan Company. This represents a change in shares of 5.90% during the quarter. The current value of the position is $8,915,008 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F STEPAN COM 858586100 172,738 9,627 5.90 8,633 11.77 0.0013
2026-02-19 2025-12-31 13F STEPAN COM 858586100 163,111 33,048 25.41 7,725 24.50 0.0012
2025-11-13 2025-09-30 13F STEPAN COM 858586100 130,063 12,187 10.34 6,204 -3.56 0.0010
2025-08-13 2025-06-30 13F STEPAN COM 858586100 117,876 -38,766 -24.75 6,434 -25.38 0.0011
2025-05-12 2025-03-31 13F STEPAN COM 858586100 156,642 10,840 7.43 8,622 -8.61 0.0016
2025-02-13 2024-12-31 13F STEPAN COM 858586100 145,802 46,846 47.34 9,433 23.40 0.0017
2024-11-12 2024-09-30 13F STEPAN COM 858586100 98,956 -20,552 -17.20 7,644 -23.81 0.0015
2024-08-13 2024-06-30 13F STEPAN COM 858586100 119,508 -8,344 -6.53 10,034 -12.84 0.0021
2024-05-14 2024-03-31 13F STEPAN COM 858586100 127,852 -5,197 -3.91 11,512 -8.49 0.0025
2024-02-13 2023-12-31 13F STEPAN COM 858586100 133,049 1,808 1.38 12,580 27.85 0.0030
2023-11-13 2023-09-30 13F STEPAN COM 858586100 131,241 2,831 2.20 9,839 -19.81 0.0026
2023-08-11 2023-06-30 13F STEPAN COM 858586100 128,410 -10,696 -7.69 12,271 -14.39 0.0032
2023-05-12 2023-03-31 13F STEPAN COM 858586100 139,106 2,099 1.53 14,332 -1.73 0.0040
2023-02-13 2022-12-31 13F STEPAN COM 858586100 137,007 -2,320 -1.67 14,586 11.76 0.0043
2022-11-14 2022-09-30 13F STEPAN COM 858586100 139,327 -965 -0.69 13,050 -8.22 0.0042
2022-08-15 2022-06-30 13F STEPAN COM 858586100 140,292 -25,191 -15.22 14,219 -13.04 0.0043
2022-05-16 2022-03-31 13F STEPAN COM 858586100 165,483 -6,299 -3.67 16,351 -23.42 0.0042
2022-02-14 2021-12-31 13F STEPAN COM 858586100 171,782 -6,965 -3.90 21,351 5.76 0.0051
2021-11-15 2021-09-30 13F STEPAN COM 858586100 178,747 28,848 19.24 20,188 11.98 0.0051
2021-08-17 2021-06-30 13F STEPAN COM 858586100 149,899 -3,132 -2.05 18,028 -7.32 0.0044
2021-05-17 2021-03-31 13F STEPAN COM 858586100 153,031 6,597 4.51 19,452 11.33 0.0052
2021-02-16 2020-12-31 13F STEPAN COM 858586100 146,434 -5,695 -3.74 17,473 5.37 0.0051
2020-11-16 2020-09-30 13F STEPAN COM 858586100 152,129 104,888 222.03 16,583 261.60 0.0056
2020-08-14 2020-06-30 13F STEPAN COM 858586100 47,241 -179,263 -79.14 4,586 -77.11 0.0016
2020-05-15 2020-03-31 13F STEPAN COM 858586100 226,504 -11,854 -4.97 20,037 -17.94 0.0084
2020-02-14 2019-12-31 13F STEPAN COM 858586100 238,358 -10,003 -4.03 24,418 1.29 0.0076
2019-11-14 2019-09-30 13F STEPAN COM 858586100 248,361 9,113 3.81 24,106 9.63 0.0063
2019-08-14 2019-06-30 13F/A-1 STEPAN COM 858586100 239,248 182,561 322.05 21,989 343.24 0.0057
2019-08-14 2019-06-30 13F STEPAN COM 858586100 239,248 -56,273 21,989
2019-05-15 2019-03-31 13F STEPAN COM 858586100 56,687 -14,710 -20.60 4,961 -6.11 0.0017
2019-02-14 2018-12-31 13F STEPAN COM 858586100 71,397 -5,115 -6.69 5,284 -20.64 0.0020
2018-11-14 2018-09-30 13F STEPAN COM 858586100 76,512 19,961 35.30 6,658 50.91 0.0021
2018-08-14 2018-06-30 13F STEPAN COM 858586100 56,551 -7,122 -11.19 4,412 -16.71 0.0015
2018-05-15 2018-03-31 13F STEPAN COM 858586100 63,673 -10,536 -14.20 5,297 -9.61 0.0020
2018-02-14 2017-12-31 13F STEPAN COM 858586100 74,209 13,597 22.43 5,860 15.56 0.0021
2017-11-14 2017-09-30 13F STEPAN COM 858586100 60,612 -4,715 -7.22 5,071 -10.91 0.0019
2017-08-14 2017-06-30 13F STEPAN COM 858586100 65,327 -1,434 -2.15 5,692 8.19 0.0018
2017-05-15 2017-03-31 13F STEPAN COM 858586100 66,761 -14,275 -17.62 5,261 -20.32 0.0017
2017-02-14 2016-12-31 13F STEPAN COM 858586100 81,036 -43,146 -34.74 6,603 -26.82 0.0022
2016-11-14 2016-09-30 13F STEPAN COM 858586100 124,182 79,694 179.14 9,023 240.62 0.0031
2016-08-15 2016-06-30 13F STEPAN COM 858586100 44,488 5,979 15.53 2,649 24.42 0.0010
2016-05-16 2016-03-31 13F STEPAN COM 858586100 38,509 -18,624 -32.60 2,129 -25.01 0.0009
2016-02-16 2015-12-31 13F STEPAN COM 858586100 57,133 -3,412 -5.64 2,839 12.66 0.0011
2015-11-16 2015-09-30 13F STEPAN COM 858586100 60,545 11,348 23.07 2,520 -5.33 0.0011
2015-08-14 2015-06-30 13F STEPAN COMMON 858586100 49,197 -15,546 -24.01 2,662 -1.30 0.0010
2015-05-15 2015-03-31 13F STEPAN COMMON 858586100 64,743 15,152 30.55 2,697 35.66 0.0010
2015-02-13 2014-12-31 13F STEPAN COMMON 858586100 49,591 -7,414 -13.01 1,988 -21.39 0.0008
2014-11-14 2014-09-30 13F STEPAN COMMON 858586100 57,005 600 1.06 2,529 -15.16 0.0010
2014-08-14 2014-06-30 13F STEPAN COMMON 858586100 56,405 8,123 16.82 2,981 -4.39 0.0012
2014-05-15 2014-03-31 13F STEPAN COMMON 858586100 48,282 -2,776 -5.44 3,118 -6.98 0.0013
2014-02-13 2013-12-31 13F STEPAN COMMON 858586100 51,058 20,632 67.81 3,352 90.89 0.0013
2013-11-13 2013-09-30 13F STEPAN COMMON 858586100 30,426 2,889 10.49 1,756 14.70 0.0008
2013-08-14 2013-06-30 13F STEPAN COMMON 858586100 27,537 27,537 1,531 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.