Filing Research | SCL - STEPAN CHEMICAL CO Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	GRACE & WHITE INC /NY	Shares	139.0KSH	$7.7M
2	O'Keefe Stevens Advisory, Inc.	Shares	95.6KSH	$5.3M
3	Y-Intercept (Hong Kong) Ltd	Shares	36.2KSH	$2.0M
4	ROMANO BROTHERS AND COMPANY	Shares	22.6KSH	$1.3M
5	SummerHaven Investment Management, LLC	Shares	11.9KSH	$660.8K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.9KSH	$558.5K
7	Louisiana State Employees Retirement System	Shares	9.5KSH	$529.3K
8	Swedbank AB	Shares	7.4KSH	$412.4K
9	Police & Firemen's Retirement System of New Jersey	Shares	6.8KSH	$377.1K
10	Rathbones Group PLC	Shares	6.7KSH	$370.5K
11	Forum Financial Management, LP	Shares	5.9KSH	$328.5K
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	5.7KSH	$318.2K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.1KSH	$285.1K
14	Versant Capital Management, Inc	Shares	1.7KSH	$94.1K
15	IFP Advisors, Inc	Shares	1.4KSH	$80.1K
16	ADIRONDACK TRUST CO	Shares	800SH	$44.6K
17	1620 INVESTMENT ADVISORS, INC.	Shares	768SH	$42.8K
18	FINANCIAL CONSULATE, INC	Shares	643SH	$35.8K
19	EverSource Wealth Advisors, LLC	Shares	518SH	$28.9K
20	GAMMA Investing LLC	Shares	506SH	$28.2K
21	SIGNATUREFD, LLC	Shares	427SH	$23.8K
22	Farther Finance Advisors, LLC	Shares	134SH	$7.4K
23	MassMutual Private Wealth & Trust, FSB	Shares	130SH	$7.2K
24	SJS Investment Consulting Inc.	Shares	116SH	$6.5K
25	True Wealth Design, LLC	Shares	98SH	$5.5K
26	SBI Securities Co., Ltd.	Shares	94SH	$5.2K
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	27.4KSH	$1.5K
28	Owl Creek Wealth Partners LLC	Shares	25SH	$1.4K
29	Valued Wealth Advisors LLC	Shares	24SH	$1.3K
30	FARMERS & MERCHANTS INVESTMENTS INC	Shares	16SH	$892
31	GILPIN WEALTH MANAGEMENT, LLC	Shares	9SH	$502
32	State of Alaska, Department of Revenue	Shares	8.0KSH	$446
33	AMALGAMATED BANK	Shares	5.8KSH	$324
34	JFS WEALTH ADVISORS, LLC	Shares	3SH	$168
35	Cedar Mountain Advisors, LLC	Shares	3SH	$167
36	Davis Capital Management	Shares	1SH	$56
37	Hughes Financial Services, LLC	Shares	1SH	$56
38	CX Institutional	Shares	54SH	$3

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+36.2K	+$2.0M	$2.0M
2	O'Keefe Stevens Advisory, Inc. added	Shares	+10.5K	+$1.1M	$5.3M
3	GRACE & WHITE INC /NY unchanged	Shares	0	+$797.9K	$7.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.1K	+$220.8K	$558.5K
5	ROMANO BROTHERS AND COMPANY unchanged	Shares	0	+$129.6K	$1.3M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+814	+$79.5K	$377.1K
7	SummerHaven Investment Management, LLC unchanged	Shares	0	+$68.1K	$660.8K
8	Louisiana State Employees Retirement System unchanged	Shares	0	+$54.5K	$529.3K
9	Swedbank AB unchanged	Shares	0	+$42.5K	$412.4K
10	Forum Financial Management, LP unchanged	Shares	0	+$33.8K	$328.5K
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-26	+$31.5K	$318.2K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-197	+$19.5K	$285.1K
13	SIGNATUREFD, LLC added	Shares	+263	+$15.6K	$23.8K
14	IFP Advisors, Inc added	Shares	+143	+$15.4K	$80.1K
15	1620 INVESTMENT ADVISORS, INC. added	Shares	+214	+$15.1K	$42.8K
16	Versant Capital Management, Inc trimmed	Shares	-9	+$9.2K	$94.1K
17	GAMMA Investing LLC added	Shares	+63	+$6.1K	$28.2K
18	SJS Investment Consulting Inc. added	Shares	+96	+$5.5K	$6.5K
19	EverSource Wealth Advisors, LLC added	Shares	+48	+$5.4K	$28.9K
20	ADIRONDACK TRUST CO unchanged	Shares	0	+$4.6K	$44.6K
21	FINANCIAL CONSULATE, INC added	Shares	+5	+$3.9K	$35.8K
22	True Wealth Design, LLC added	Shares	+54	+$3.3K	$5.5K
23	Farther Finance Advisors, LLC added	Shares	+33	+$2.4K	$7.4K
24	SBI Securities Co., Ltd. added	Shares	+21	+$1.6K	$5.2K
25	Valued Wealth Advisors LLC new	Shares	+24	+$1.3K	$1.3K
26	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$747	$7.2K
27	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+3	+$202	$502
28	JFS WEALTH ADVISORS, LLC new	Shares	+3	+$168	$168
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+185	+$167	$1.5K
30	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$143	$1.4K
31	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$92	$892
32	Davis Capital Management new	Shares	+1	+$56	$56
33	Hughes Financial Services, LLC new	Shares	+1	+$56	$56
34	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$17	$167
35	AMALGAMATED BANK trimmed	Shares	-382	+$15	$324
36	CX Institutional trimmed	Shares	-17	-$1	$3
37	State of Alaska, Department of Revenue trimmed	Shares	-3.6K	-$134	$446
38	Sound Income Strategies, LLC exited	Shares	-255	-$12.8K	$0
39	Clarity Asset Management, Inc. exited	Shares	-619	-$30.9K	$0
40	Rathbones Group PLC trimmed	Shares	-6.7K	-$294.2K	$370.5K