Stepan Company
US ˙ NYSE ˙ US8585861003

SecuritySCL / Stepan Company
InstitutionCitigroup Inc
Latest Disclosed Ownership7,121 shares
Latest Disclosed Value $ 355,908
Citigroup Inc reports 18.82% increase in ownership of SCL / Stepan Company

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 7,121 shares of Stepan Company (US:SCL) valued at $355,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,993 shares of Stepan Company. This represents a change in shares of 18.82% during the quarter. The current value of the position is $367,515 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)
2026-05-11 2026-03-31 13F STEPAN COM 858586100 7,121 1,128 18.82 356 25.44 0.0001
2026-02-13 2025-12-31 13F STEPAN COM 858586100 5,993 -11,284 -65.31 284 -65.66 0.0001
2025-11-10 2025-09-30 13F STEPAN COM 858586100 17,277 -2,969 -14.66 824 -25.43 0.0004
2025-08-11 2025-06-30 13F STEPAN COM 858586100 20,246 -10,898 -34.99 1,105 -35.53 0.0005
2025-05-12 2025-03-31 13F STEPAN COM 858586100 31,144 1,355 4.55 1,714 -11.05 0.0009
2025-02-12 2024-12-31 13F STEPAN COM 858586100 29,789 1,264 4.43 1,927 -12.53 0.0011
2024-11-12 2024-09-30 13F STEPAN COM 858586100 28,525 13,008 83.83 2,204 69.20 0.0013
2024-08-12 2024-06-30 13F STEPAN COM 858586100 15,517 -1,809 -10.44 1,303 -16.54 0.0008
2024-05-10 2024-03-31 13F STEPAN COM 858586100 17,326 4,197 31.97 1,560 25.71 0.0010
2024-02-09 2023-12-31 13F STEPAN COM 858586100 13,129 3,083 30.69 1,241 64.81 0.0009
2023-12-06 2023-09-30 13F/A-1 STEPAN COM 858586100 10,046 -6,286 -38.49 753 -51.73 0.0006
2023-11-09 2023-09-30 13F STEPAN COM 858586100 10,046 -6,286 753 0.0002
2023-08-10 2023-06-30 13F STEPAN COM 858586100 16,332 6,021 58.39 1,561 46.89 0.0010
2023-05-11 2023-03-31 13F STEPAN COM 858586100 10,311 -2,396 -18.86 1,062 -21.45 0.0007
2023-02-09 2022-12-31 13F STEPAN COM 858586100 12,707 2,609 25.84 1,353 42.92 0.0011
2022-11-10 2022-09-30 13F STEPAN COM 858586100 10,098 511 5.33 946 -2.67 0.0007
2022-08-10 2022-06-30 13F STEPAN COM 858586100 9,587 -9,999 -51.05 972 -49.77 0.0007
2022-05-12 2022-03-31 13F STEPAN COM 858586100 19,586 3,027 18.28 1,935 -5.98 0.0012
2022-02-10 2021-12-31 13F STEPAN COM 858586100 16,559 4,080 32.69 2,058 46.06 0.0011
2021-11-10 2021-09-30 13F STEPAN COM 858586100 12,479 -179 -1.41 1,409 -7.42 0.0008
2021-08-10 2021-06-30 13F STEPAN COM 858586100 12,658 10,169 408.56 1,522 381.65 0.0009
2021-05-13 2021-03-31 13F STEPAN COM 858586100 2,489 -3,741 -60.05 316 -57.47 0.0002
2021-02-11 2020-12-31 13F STEPAN COM 858586100 6,230 3,643 140.82 743 163.48 0.0004
2020-11-12 2020-09-30 13F STEPAN COM 858586100 2,587 -10,907 -80.83 282 -78.49 0.0002
2020-08-12 2020-06-30 13F STEPAN COM 858586100 13,494 6,797 101.49 1,311 121.45 0.0010
2020-05-12 2020-03-31 13F STEPAN COM 858586100 6,697 -22,114 -76.76 592 -79.94 0.0005
2020-02-12 2019-12-31 13F STEPAN COM 858586100 28,811 14,583 102.50 2,951 113.69 0.0021
2019-11-08 2019-09-30 13F STEPAN COM 858586100 14,228 -875 -5.79 1,381 -0.50 0.0011
2019-08-12 2019-06-30 13F STEPAN COM 858586100 15,103 2,554 20.35 1,388 26.41 0.0011
2019-05-13 2019-03-31 13F STEPAN COM 858586100 12,549 -2,786 -18.17 1,098 -3.26 0.0011
2019-02-12 2018-12-31 13F STEPAN COM 858586100 15,335 2,018 15.15 1,135 -2.07 0.0011
2018-11-13 2018-09-30 13F STEPAN COM 858586100 13,317 6,256 88.60 1,159 110.34 0.0010
2018-08-10 2018-06-30 13F STEPAN COM 858586100 7,061 -1,554 -18.04 551 -23.15 0.0005
2018-05-11 2018-03-31 13F STEPAN COM 858586100 8,615 -11,339 -56.83 717 -54.51 0.0006
2018-02-12 2017-12-31 13F STEPAN COM 858586100 19,954 -5,766 -22.42 1,576 -26.77 0.0013
2017-11-13 2017-09-30 13F STEPAN COM 858586100 25,720 -7,113 -21.66 2,152 -24.81 0.0018
2017-08-11 2017-06-30 13F STEPAN COM 858586100 32,833 10,103 44.45 2,862 59.80 0.0026
2017-05-12 2017-03-31 13F STEPAN COM 858586100 22,730 -18,494 -44.86 1,791 -46.68 0.0016
2017-02-10 2016-12-31 13F STEPAN COM 858586100 41,224 25,634 164.43 3,359 196.47 0.0030
2016-11-10 2016-09-30 13F STEPAN COM 858586100 15,590 5,981 62.24 1,133 98.08 0.0011
2016-08-12 2016-06-30 13F STEPAN COM 858586100 9,609 -10,594 -52.44 572 -48.79 0.0006
2016-05-13 2016-03-31 13F STEPAN COM 858586100 20,203 10,068 99.34 1,117 122.07 0.0013
2016-02-12 2015-12-31 13F STEPAN COM 858586100 10,135 10 0.10 503 19.48 0.0005
2015-11-13 2015-09-30 13F STEPAN COM 858586100 10,125 5,594 123.46 421 71.84 0.0004
2015-08-13 2015-06-30 13F STEPAN COM 858586100 4,531 -2,861 -38.70 245 -20.45 0.0002
2015-05-14 2015-03-31 13F STEPAN COM 858586100 7,392 -4,219 -36.34 308 -33.76 0.0003
2015-02-17 2014-12-31 13F STEPAN COM 858586100 11,611 8,905 329.08 465 287.50 0.0004
2014-11-14 2014-09-30 13F STEPAN COM 858586100 2,706 757 38.84 120 16.50 0.0001
2014-08-14 2014-06-30 13F STEPAN COM 858586100 1,949 -2,666 -57.77 103 -65.44 0.0001
2014-05-15 2014-03-31 13F STEPAN COM 858586100 4,615 -2,272 -32.99 298 -34.07 0.0003
2014-02-14 2013-12-31 13F STEPAN COM 858586100 6,887 5,496 395.11 452 465.00 0.0004
2013-11-14 2013-09-30 13F STEPAN COM 858586100 1,391 -2,439 -63.68 80 -62.44 0.0001
2013-08-14 2013-06-30 13F STEPAN COM 858586100 3,830 3,830 213 0.0002
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.