Skip to main content

StepStone Group Inc.

STEP
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001796022

No open-market purchases or sales by StepStone Group Inc. insiders were filed in the last 90 days; 273 institutions reported holding it in 13F filings for Q2 2026, worth $3.30B in total; no superinvestor holds it.

13F holders, Q3 2022

Institutional positions in StepStone Group Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
124
−4 vs. Q2 2022
Shares held
49.0M
+74.7K (+0.2%) vs. Q2 2022
Total value
$1.20B
−$72.8M (−5.7%) vs. Q2 2022
New holders
15
42 more added
Sold out
19
47 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting STEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 124 institutions
Q1 2021: 86 institutionsQ2 2021: 104 institutionsQ3 2021: 114 institutionsQ4 2021: 133 institutionsQ1 2022: 125 institutionsQ2 2022: 129 institutionsQ3 2022: 124 institutionsQ4 2022: 118 institutionsQ1 2023: 120 institutionsQ2 2023: 123 institutionsQ3 2023: 122 institutionsQ4 2023: 126 institutionsQ1 2024: 141 institutionsQ2 2024: 187 institutionsQ3 2024: 208 institutionsQ4 2024: 252 institutionsQ1 2025: 237 institutionsQ2 2025: 269 institutionsQ3 2025: 258 institutionsQ4 2025: 261 institutionsQ1 2026: 263 institutionsQ2 2026: 273 institutions
Value heldQ3 2022: $1.20B
Q1 2021: $1.35BQ2 2021: $1.38BQ3 2021: $1.72BQ4 2021: $1.93BQ1 2022: $1.57BQ2 2022: $1.27BQ3 2022: $1.20BQ4 2022: $1.24BQ1 2023: $1.21BQ2 2023: $1.24BQ3 2023: $1.62BQ4 2023: $1.66BQ1 2024: $1.95BQ2 2024: $2.79BQ3 2024: $3.79BQ4 2024: $3.95BQ1 2025: $3.64BQ2 2025: $3.95BQ3 2025: $4.83BQ4 2025: $5.11BQ1 2026: $3.98BQ2 2026: $3.30B
Institutions holding STEP and their total value by quarter
QuarterHoldersValue
Q2 2026273$3.30B
Q1 2026263$3.98B
Q4 2025261$5.11B
Q3 2025258$4.83B
Q2 2025269$3.95B
Q1 2025237$3.64B
Q4 2024252$3.95B
Q3 2024208$3.79B
Q2 2024187$2.79B
Q1 2024141$1.95B
Q4 2023126$1.66B
Q3 2023122$1.62B
Q2 2023123$1.24B
Q1 2023120$1.21B
Q4 2022118$1.24B
Q3 2022124$1.20B
Q2 2022129$1.27B
Q1 2022125$1.57B
Q4 2021133$1.93B
Q3 2021114$1.72B
Q2 2021104$1.38B
Q1 202186$1.35B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q2 2022.

Institutions holding STEP in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%−70−98.6%Reduced
Bell Investment Advisors, Inc16$00.00%−4−20.0%Reduced
Parallel Advisors, LLC9$00.00%−3−25.0%Reduced
Covestor Ltd22$1.00K0.00%−84−79.2%Reduced
US Bancorp44$1.00K0.00%−49−52.7%Reduced
Signaturefd, LLC32$1.00K0.00%−19−37.3%Reduced
Lindbrook Capital, LLC57$1.00K0.00%+39+216.7%Added
Wipfli Financial Advisors LLC,44$1.00K0.00%+44New
Heritage Wealth Management, LLC43$1.00K0.00%+43New
Ronald Blue Trust, Inc.20$1.00K0.00%+20New
CWM, LLC91$2.00K0.00%−188−67.4%Reduced
Creative Financial Designs Inc134$3.00K0.00%+1+0.8%Added
TCI Wealth Advisors, Inc.118$3.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC194$5.00K0.00%+51+35.7%Added
BDO Wealth Advisors, LLC256$6.00K0.00%+2+0.8%Added
Riverview Trust Co541$13.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc743$18.0K0.00%00.0%Unchanged
Benjamin Edwards Inc758$19.0K0.01%+53+7.5%Added
Quent Capital, LLC911$22.0K0.00%00.0%Unchanged
Wells Fargo & Company1,139$28.0K0.00%−383−25.2%Reduced
Ensign Peak Advisors, Inc1,170$29.0K0.00%+470+67.1%Added
Royal Bank of Canada1,450$36.0K0.00%+99+7.3%Added
Allspring Global Investments Holdings, LLC1,637$40.0K0.00%00.0%Unchanged
UBS Group AG2,043$50.0K0.00%−377−15.6%Reduced
Citigroup Inc2,087$51.0K0.00%−2,547−55.0%Reduced
Macquarie Group Ltd1,982$67.0K0.00%−750−27.5%Reduced
Nisa Investment Advisors, LLC2,630$77.0K0.00%+280+11.9%Added
Metropolitan Life Insurance Co3,256$79.8K0.00%00.0%Unchanged
Whittier Trust Co3,331$81.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,954$96.0K0.00%00.0%Unchanged
Barclays PLC5,638$138.0K0.00%−386−6.4%Reduced
Tower Research Capital LLC (TRC)6,476$159.0K0.00%+4,474+223.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,744$165.0K0.00%00.0%Unchanged
Amalgamated Bank8,527$209.0K0.00%+199+2.4%Added
Algert Global LLC8,767$215.0K0.01%−19,996−69.5%Reduced
Verition Fund Management LLC8,792$215.0K0.00%+8,792New
Gyon Technologies Capital Management, LP9,159$224.0K0.07%+9,159New
Public Employees Retirement Association of Colorado9,506$233.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.9,652$236.0K0.00%+138+1.5%Added
Versor Investments LP10,090$247.0K0.01%+590+6.2%Added
Shell Asset Management Co10,905$267.0K0.01%−2,858−20.8%Reduced
Millennium Management LLC11,203$275.0K0.00%−150,663−93.1%Reduced
Squarepoint Ops LLC11,298$277.0K0.00%+11,298New
Cubist Systematic Strategies, LLC13,030$319.0K0.00%+13,030New
Arizona State Retirement System13,216$324.0K0.00%+36+0.3%Added
FIL Ltd14,344$352.0K0.00%00.0%Unchanged
New York Life Investment Management LLC15,223$373.0K0.00%+1,117+7.9%Added
STRS Ohio15,600$382.0K0.00%−16,600−51.6%Reduced
Virginia Retirement Systems Et Al16,400$402.0K0.00%+16,400New
State Board of Administration of Florida Retirement System18,359$450.0K0.00%00.0%Unchanged
Principal Financial Group Inc18,455$452.0K0.00%−19,401−51.2%Reduced
BNP Paribas Arbitrage, SA18,569$455.1K0.00%+18,569New
Susquehanna International Group, LLP18,657$457.0K0.00%+18,657New
LPL Financial LLC18,874$463.0K0.00%−1,547−7.6%Reduced
Janus Henderson Group PLC18,952$464.0K0.00%+536+2.9%Added
Natixis Advisors, L.P.19,405$476.0K0.00%−1,337−6.4%Reduced
Legal & General Group Plc20,123$493.0K0.00%+1,271+6.7%Added
SG Americas Securities, LLC21,107$517.0K0.01%+7,562+55.8%Added
Manufacturers Life Insurance Company, The21,714$532.2K0.00%−384−1.7%Reduced
Mirae Asset Global Investments Co., Ltd.22,105$542.0K0.00%+8,414+61.5%Added
Voya Investment Management LLC22,689$556.1K0.00%+1,350+6.3%Added
AlphaCrest Capital Management LLC23,641$579.0K0.04%+23,641New
Deutsche Bank AG24,221$593.0K0.00%−87,046−78.2%Reduced
Cna Financial Corp24,740$606.0K0.23%−3,900−13.6%Reduced
American International Group, Inc.25,298$620.0K0.00%+625+2.5%Added
Panagora Asset Management Inc25,527$626.0K0.00%00.0%Unchanged
MetLife Investment Management28,050$687.5K0.01%00.0%Unchanged
Alps Advisors Inc31,700$777.0K0.01%−2,300−6.8%Reduced
Park Circle Co33,900$831.0K0.86%00.0%Unchanged
Alberta Investment Management Corp35,549$871.0K0.01%+35,549New
Advisor Group Holdings, Inc.36,188$887.0K0.00%−5,538−13.3%Reduced
Oppenheimer Asset Management Inc.36,319$890.0K0.02%−6,834−15.8%Reduced
New York State Common Retirement Fund38,369$940.0K0.00%+1,052+2.8%Added
Credit Suisse AG38,442$942.0K0.00%+150.0%Added
First Trust Advisors LP42,198$1.03M0.00%+2,280+5.7%Added
UBS Asset Management Americas Inc47,165$1.16M0.00%+4,577+10.7%Added
ExodusPoint Capital Management, LP55,507$1.36M0.02%+55,507New
Aviva PLC57,018$1.40M0.01%+8,686+18.0%Added
California State Teachers Retirement System62,891$1.54M0.00%−1,641−2.5%Reduced
Rhumbline Advisers65,125$1.60M0.00%+5,885+9.9%Added
TD Asset Management Inc76,188$1.90M0.00%−5,182−6.4%Reduced
SEI Investments Co78,348$1.92M0.00%+5,574+7.7%Added
Los Angeles Capital Management LLC86,247$2.11M0.01%−13,874−13.9%Reduced
Citadel Advisors LLC87,286$2.14M0.00%+76,058+677.4%Added
Norges Bank87,741$2.15M0.00%−9,181−9.5%Reduced
Nordea Investment Management AB87,070$2.18M0.00%00.0%Unchanged
Truist Financial Corp90,490$2.22M0.00%−22,549−19.9%Reduced
Goldman Sachs Group Inc109,488$2.68M0.00%+24,573+28.9%Added
Victory Capital Management Inc111,870$2.74M0.00%+8,194+7.9%Added
Swiss National Bank115,300$2.83M0.00%+700+0.6%Added
Invesco Ltd.122,975$3.01M0.00%−7,313−5.6%Reduced
Envestnet Asset Management Inc151,007$3.70M0.00%−29,062−16.1%Reduced
Public Employees Retirement System of Ohio154,479$3.79M0.02%+7,653+5.2%Added
Inherent Group, LP216,771$5.31M2.24%00.0%Unchanged
Bank of New York Mellon Corp244,146$5.98M0.00%+30,722+14.4%Added
State of Wisconsin Investment Board255,871$6.27M0.02%−3,248−1.3%Reduced
Segall Bryant & Hamill, LLC259,501$6.36M0.08%+5,182+2.0%Added
Price T Rowe Associates Inc268,048$6.57M0.00%−5,169,720−95.1%Reduced
Adage Capital Partners GP, L.L.C.272,101$6.67M0.02%−110,235−28.8%Reduced
Bank of America Corp313,620$7.69M0.00%−56,415−15.2%Reduced