Запись по ценной бумаге · архивный квартал
SCL
Stepan Co · Basic Materials · Chemicals - Specialty
85Отслеживаемые держатели
-1Δ держателей
14.00MАкций в держании
$699.89MОтчётная стоимость
+5Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.2% ·
поток акций +4.7% ·
новые чистые позиции -1.2%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 10.30K | $628,834 | n/a | n/a |
| Q2 2026 | 85 | +2 | 14.69M | $818.21M | +10 | −7 |
| Q1 2026 | 85 | -1 | 14.00M | $699.89M | +5 | −6 |
| Q4 2025 | 86 | +1 | 15.01M | $711.08M | +1 | n/a |
| Q3 2025 | 17 | +1 | 8.21M | $391.73M | +1 | n/a |
| Q2 2025 | 13 | -1 | 7.70M | $420.34M | n/a | −1 |
| Q1 2025 | 11 | +1 | 1.86M | $102.25M | +1 | n/a |
| Q4 2024 | 10 | -1 | 2.24M | $144.82M | +1 | −2 |
| Q3 2024 | 10 | +1 | 958.87K | $74.08M | +2 | −1 |
| Q2 2024 | 9 | n/a | 864.31K | $72.58M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 3.31M | +0.3% | $165.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 2 | HighTower Advisors, LLC | 1.59M | 0.0% | $79.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 1.12M | -0.5% | $55.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Vanguard Capital Management Llc | 941.99K | n/a | $47.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (пассивный) | 902.66K | -1.1% | $45.12M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | American Century Companies Inc | 732.12K | +19.6% | $36.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (пассивный) | 529.56K | +3.0% | $26.47M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Charles Schwab Investment… | 464.45K | -2.7% | $23.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 393.27K | +794.3% | $19.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Two Sigma Investments ✦ | 327.82K | +73.4% | $16.38M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 11 | Russell Investments Group, Ltd. | 309.96K | +8.4% | $15.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 12 | Morgan Stanley ✦ | 304.42K | -1.9% | $15.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 13 | Goldman Sachs Group ✦ | 252.17K | -15.9% | $12.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Northern Trust Corp | 242.52K | +1.9% | $12.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | AQR Capital Management ✦ | 234.66K | +51.5% | $11.73M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 16 | Nuveen, LLC | 205.57K | +160.6% | $10.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Invesco Ltd. | 172.74K | +5.9% | $8.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | Gotham Asset Management ✦ | 168.50K | 0.0% | $8.42M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 19 | ProShare Advisors LLC | 133.96K | -2.0% | $6.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Sei Investments Co | 123.80K | +465.5% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Bank of New York Mellon Corp | 122.16K | -1.1% | $6.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 22 | Principal Financial Group Inc | 104.44K | -12.5% | $5.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | First Trust Advisors Lp | 94.34K | +11.2% | $4.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | New York State Common Retirement… | 93.73K | +7.1% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 70.31K | +170.0% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Rhumbline Advisers | 66.55K | +3.0% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Creative Planning | 60.62K | +18.9% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 55.49K | +0.4% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 29 | JPMorgan Chase ✦ | 54.24K | -17.3% | $2.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Legal & General Group Plc | 52.14K | -4.0% | $2.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Bank Of America Corp /De/ | 49.18K | +28.2% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Point72 Asset Management ✦ | 46.56K | -60.7% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Millennium Management ✦ | 42.95K | +52.3% | $2.15M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | Swiss National Bank | 42.40K | 0.0% | $2.12M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 41.88K | +55.8% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 36.22K | +285.9% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Barclays Plc | 34.05K | -40.8% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | Jane Street Group, Llc | 32.04K | -62.3% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Hrt Financial Lp | 30.62K | +195.2% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 28.92K | +12.6% | $1.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Prudential Financial Inc | 22.44K | -6.8% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | California State Teachers… | 20.55K | -0.8% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 21.66K | 0.0% | $1.03M | 0.0% | Held | 2 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 18.94K | +12.7% | $946,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Cwm, Llc | 18.43K | +34.0% | $921,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 17.88K | +2.5% | $893,592 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Connor, Clark & Lunn Investment… | 16.66K | +7.2% | $832,917 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Mariner, LLC | 14.95K | +107.6% | $747,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Balyasny Asset Management L.P. | 14.51K | +210.6% | $725,210 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 13.44K | +10.6% | $671,931 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 51 | Renaissance Technologies ✦ | 12.51K | -33.9% | $625,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Hsbc Holdings Plc | 12.50K | -52.1% | $620,733 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | Bnp Paribas Financial Markets | 12.01K | +101.9% | $600,460 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | D. E. Shaw & Co. ✦ | 11.48K | -85.8% | $573,670 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 55 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.11K | +0.8% | $505,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Universal- Beteiligungs- und… | 10.08K | 0.0% | $503,698 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Tidal Investments LLC | 9.84K | +3.1% | $491,553 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Janus Henderson Group Plc | 9.74K | 0.0% | $486,422 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Daiwa Securities Group Inc. | 9.35K | -4.6% | $467,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Mercer Global Advisors Inc /Adv | 9.19K | +93.8% | $459,074 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Manufacturers Life Insurance… | 9.17K | +0.5% | $458,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Franklin Resources Inc | 8.77K | Новый | $438,275 | 0.0% | New | 1 | SEC ↗ ×3 |
| 63 | Amundi | 8.66K | Новый | $432,627 | 0.0% | New | 1 | SEC ↗ |
| 64 | Citadel Advisors ✦ | 8.24K | -90.3% | $411,835 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 65 | Wells Fargo & Company/Mn | 8.16K | -66.3% | $407,850 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | Swedbank AB | 7.40K | +2.8% | $369,902 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 67 | Citigroup Inc | 7.12K | +18.8% | $355,908 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 68 | Wealth Enhancement Advisory… | 6.76K | +36.6% | $337,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Zurcher Kantonalbank (Zurich… | 5.16K | -42.9% | $258,097 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | LPL Financial LLC | 5.07K | Новый | $253,313 | 0.0% | New | 1 | SEC ↗ |
| 71 | Cerity Partners LLC | 4.99K | -17.9% | $249,170 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Fifth Third Bancorp | 4.90K | +5403.4% | $244,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Commonwealth Equity Services, Llc | 4.27K | -4.0% | $213,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Brown Advisory Inc | 4.20K | Новый | $209,666 | 0.0% | New | 1 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 2.37K | -9.6% | $118,452 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 76 | Fidelity (FMR) ✦ | 2.37K | -7.0% | $118,179 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 77 | Ensign Peak Advisors, Inc | 1.15K | 0.0% | $57,577 | 0.0% | Held | 2 | SEC ↗ |
| 78 | BNP Paribas Asset Management… | 645 | +32.4% | $32,237 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Rockefeller Capital Management L.P. | 582 | +0.2% | $29,125 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Simplex Trading, Llc | 564 | Новый | $28,188 | 0.0% | New | 1 | SEC ↗ |
| 81 | Royal Bank Of Canada | 450 | -95.2% | $22,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Danske Bank A/S | 200 | -77.8% | $9,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Jones Financial Companies Lllp | 156 | +721.0% | $7,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Mitsubishi UFJ Asset Management… | 45 | 0.0% | $2,249 | 0.0% | Held | 2 | SEC ↗ |
| 85 | Osaic Holdings, Inc. | 4 | -20.0% | $199 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Franklin Resources Inc | $438,275 | 0.0% |
| Amundi | $432,627 | 0.0% |
| LPL Financial LLC | $253,313 | 0.0% |
| Brown Advisory Inc | $209,666 | 0.0% |
| Simplex Trading, Llc | $28,188 | 0.0% |
Закрыто
| Qube Research & Technologies… | $3.70M | составлял 0.0% |
| Fisher Asset Management | $1.82M | составлял 0.0% |
| State Of Wisconsin Investment… | $365,667 | составлял 0.0% |
| Victory Capital Management Inc | $212,694 | составлял 0.0% |
| Nomura Asset Management Co Ltd | $20,838 | составлял 0.0% |
| Optiver Holding B.V. | $2,463 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 222 держатели, 19.60M акции, $951.30M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Oct 08
SC 13G: DIMENSIONAL FUND ADVISORS LP
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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