Stepan Company
US ˙ NYSE ˙ US8585861003

SecuritySCL / Stepan Company
InstitutionMorgan Stanley
Latest Disclosed Ownership304,416 shares
Latest Disclosed Value $ 15,214,794
Morgan Stanley reports 1.91% decrease in ownership of SCL / Stepan Company

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 304,416 shares of Stepan Company (US:SCL) valued at $15,214,712 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 310,346 shares of Stepan Company. This represents a change in shares of -1.91% during the quarter. The current value of the position is $15,710,910 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)
2026-05-15 2026-03-31 13F STEPAN COM 858586100 304,416 -5,930 -1.91 15,215 3.51 0.0009
2026-05-27 2025-12-31 13F/A-1 STEPAN COM 858586100 310,346 40,750 15.12 14,698 14.30 0.0009
2026-02-13 2025-12-31 13F STEPAN COM 858586100 310,346 40,750 14,698 0.0009
2026-05-27 2025-09-30 13F/A-1 STEPAN COM 858586100 269,596 -2,082 -0.77 12,860 -13.28 0.0008
2025-11-14 2025-09-30 13F STEPAN COM 858586100 269,596 -2,082 12,860 0.0008
2025-08-15 2025-06-30 13F STEPAN COM 858586100 271,678 -202,836 -42.75 14,828 -43.22 0.0010
2025-05-15 2025-03-31 13F STEPAN COM 858586100 474,514 -38,078 -7.43 26,117 -21.25 0.0019
2025-05-15 2024-12-31 13F/A-1 STEPAN COM 858586100 512,592 -49,058 -8.73 33,165 -23.56 0.0023
2025-02-14 2024-12-31 13F STEPAN COM 858586100 512,592 -49,058 33,165 0.0023
2025-05-14 2024-09-30 13F/A-2 STEPAN COM 858586100 561,650 106,177 23.31 43,388 13.46 0.0031
2025-02-14 2024-09-30 13F/A-1 STEPAN COM 858586100 561,650 106,177 43,388 0.0031
2024-11-14 2024-09-30 13F STEPAN COM 858586100 561,650 106,177 43,388 0.0004
2025-05-14 2024-06-30 13F/A-2 STEPAN COM 858586100 455,473 -50,376 -9.96 38,242 -16.04 0.0030
2024-10-17 2024-06-30 13F/A-1 STEPAN COM 858586100 455,473 -50,376 38,242 0.0030
2024-08-14 2024-06-30 13F STEPAN COM 858586100 455,473 -50,376 38,242 0.0030
2024-10-17 2024-03-31 13F/A-2 STEPAN COM 858586100 505,849 -7,125 -1.39 45,547 -6.09 0.0037
2024-08-16 2024-03-31 13F/A-1 STEPAN COM 858586100 505,849 -7,125 45,547 0.0004
2024-05-15 2024-03-31 13F STEPAN COM 858586100 505,849 -7,125 45,547 0.0037
2024-08-16 2023-12-31 13F/A-1 STEPAN COM 858586100 512,974 48,934 10.55 48,502 39.41 0.0043
2024-02-13 2023-12-31 13F STEPAN COM 858586100 512,974 48,934 48,502 0.0043
2023-11-15 2023-09-30 13F STEPAN COM 858586100 464,040 69,427 17.59 34,789 -7.74 0.0035
2023-08-14 2023-06-30 13F STEPAN COM 858586100 394,613 -4,540 -1.14 37,709 -8.30 0.0037
2023-05-15 2023-03-31 13F STEPAN COM 858586100 399,153 -11,212 -2.73 41,125 -5.87 0.0044
2023-02-14 2022-12-31 13F STEPAN COM 858586100 410,365 260,016 172.94 43,688 210.21 0.0050
2022-11-14 2022-09-30 13F STEPAN COM 858586100 150,349 -37 -0.02 14,083 -7.60 0.0019
2022-10-27 2022-06-30 13F/A-1 STEPAN COM 858586100 150,386 57,323 61.60 15,242 65.73 0.0020
2022-08-15 2022-06-30 13F STEPAN COM 858586100 150,386 57,323 15,242 0.0004
2022-10-27 2022-03-31 13F/A-1 STEPAN COM 858586100 93,063 -40,812 -30.49 9,197 -44.73 0.0012
2022-05-13 2022-03-31 13F STEPAN COM 858586100 93,063 -40,812 9,197 0.0012
2022-02-14 2021-12-31 13F STEPAN COM 858586100 133,875 42,344 46.26 16,640 60.96 0.0021
2021-11-15 2021-09-30 13F STEPAN COM 858586100 91,531 -8,980 -8.93 10,338 -14.49 0.0014
2021-08-23 2021-06-30 13F/A-1 STEPAN COM 858586100 100,511 42,789 74.13 12,090 64.78 0.0016
2021-08-16 2021-06-30 13F STEPAN COM 858586100 100,511 42,789 12,090 0.0003
2021-05-17 2021-03-31 13F STEPAN COM 858586100 57,722 -33,511 -36.73 7,337 -32.60 0.0011
2021-02-16 2020-12-31 13F STEPAN COM 858586100 91,233 32,465 55.24 10,885 69.95 0.0017
2020-11-13 2020-09-30 13F STEPAN COM 858586100 58,768 -1,522 -2.52 6,405 9.39 0.0012
2020-08-14 2020-06-30 13F STEPAN COM 858586100 60,290 3,402 5.98 5,855 16.33 0.0013
2020-05-26 2020-03-31 13F/A-1 STEPAN COM 858586100 56,888 -46,485 -44.97 5,033 -52.47 0.0014
2020-05-15 2020-03-31 13F STEPAN COM 858586100 56,888 -46,485 5,033 386.6393
2020-02-14 2019-12-31 13F STEPAN COM 858586100 103,373 30,161 41.20 10,590 49.03 0.0025
2019-11-14 2019-09-30 13F STEPAN COM 858586100 73,212 -40,753 -35.76 7,106 -32.16 0.0019
2019-08-14 2019-06-30 13F STEPAN COM 858586100 113,965 8,630 8.19 10,474 13.61 0.0028
2019-05-15 2019-03-31 13F STEPAN COM 858586100 105,335 15,364 17.08 9,219 38.49 0.0026
2019-02-14 2018-12-31 13F STEPAN COM 858586100 89,971 -660 -0.73 6,657 -15.58 0.0020
2019-04-23 2018-09-30 13F/A-2 STEPAN COM 858586100 90,631 41,817 85.67 7,886 107.09 0.0020
2018-11-20 2018-09-30 13F/A-1 STEPAN COM 858586100 90,631 0 7,886 0.0020
2018-11-14 2018-09-30 13F STEPAN COM 858586100 90,631 41,817 7,886
2019-04-23 2018-06-30 13F/A-1 STEPAN COM 858586100 48,814 -13,062 -21.11 3,808 -26.02 0.0010
2018-08-14 2018-06-30 13F STEPAN COM 858586100 48,814 -13,062 3,808
2019-04-23 2018-03-31 13F/A-1 STEPAN COM 858586100 61,876 -26,947 -30.34 5,147 -26.62 0.0014
2018-05-14 2018-03-31 13F STEPAN COM 858586100 61,876 -26,947 5,147
2019-04-23 2017-12-31 13F/A-1 STEPAN COM 858586100 88,823 259 0.29 7,014 -5.33 0.0019
2018-02-14 2017-12-31 13F STEPAN COM 858586100 88,823 259 7,014
2017-11-14 2017-09-30 13F STEPAN COM 858586100 88,564 -1,853 -2.05 7,409 -5.97 0.0022
2017-08-11 2017-06-30 13F STEPAN COM 858586100 90,417 -29,582 -24.65 7,879 -16.69 0.0024
2017-05-22 2017-03-31 13F/A-1 STEPAN COM 858586100 119,999 -11,474 -8.73 9,457 -11.72 0.0029
2017-05-12 2017-03-31 13F STEPAN COM 858586100 119,999 9,457
2017-02-22 2016-12-31 13F/A-1 STEPAN COM 858586100 131,473 28,645 27.86 10,712 43.36 0.0035
2017-02-13 2016-12-31 13F STEPAN COM 858586100 131,473 10,712
2016-11-10 2016-09-30 13F STEPAN COM 858586100 102,828 -11,230 -9.85 7,472 10.04 0.0026
2016-08-12 2016-06-30 13F STEPAN COM 858586100 114,058 -19,013 -14.29 6,790 -7.71 0.0025
2016-05-12 2016-03-31 13F STEPAN COM 858586100 133,071 5,130 4.01 7,357 15.71 0.0028
2016-02-09 2015-12-31 13F STEPAN COM 858586100 127,941 4,709 3.82 6,358 23.99 0.0023
2016-02-08 2015-09-30 13F/A-1 STEPAN COM 858586100 123,232 28,902 30.64 5,128 0.47 0.0019
2015-11-09 2015-09-30 13F STEPAN COM 858586100 123,232 5,128
2015-08-12 2015-06-30 13F STEPAN COM 858586100 94,330 36,902 64.26 5,104 113.38 0.0018
2015-05-14 2015-03-31 13F STEPAN COM 858586100 57,428 -47,538 -45.29 2,392 -43.16 0.0009
2015-02-13 2014-12-31 13F STEPAN COM 858586100 104,966 53,742 104.92 4,208 84.97 0.0015
2014-12-16 2014-09-30 13F/A-1 STEPAN COM 858586100 51,224 11,185 27.94 2,275 -11.99 0.0009
2014-11-14 2014-09-30 13F STEPAN COM 858586100 51,224 2,275
2014-05-13 2014-03-31 13F STEPAN COM 858586100 40,039 -30,628 -43.34 2,585 -44.25 0.0011
2014-02-13 2013-12-31 13F STEPAN COM 858586100 70,667 -19,738 -21.83 4,637 -11.15 0.0020
2013-11-13 2013-09-30 13F STEPAN CO COM ST COM 858586100 90,405 12,736 16.40 5,219 20.84 0.0025
2013-08-08 2013-06-30 13F STEPAN CO COM ST COM 858586100 77,669 77,669 4,319 0.0022
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.