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, Q1 2023
Institutional positions in StepStone Group Inc. as of Mar 31, 2023. 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
- 120
- +4 vs. Q4 2022
- Shares held
- 49.7M
- +417.7K (+0.8%) vs. Q4 2022
- Total value
- $1.21B
- −$34.8M (−2.8%) vs. Q4 2022
- New holders
- 22
- 51 more added
- Sold out
- 18
- 31 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 273 | $3.30B |
| Q1 2026 | 263 | $3.98B |
| Q4 2025 | 261 | $5.11B |
| Q3 2025 | 258 | $4.83B |
| Q2 2025 | 269 | $3.95B |
| Q1 2025 | 237 | $3.64B |
| Q4 2024 | 252 | $3.95B |
| Q3 2024 | 208 | $3.79B |
| Q2 2024 | 187 | $2.79B |
| Q1 2024 | 141 | $1.95B |
| Q4 2023 | 126 | $1.66B |
| Q3 2023 | 122 | $1.62B |
| Q2 2023 | 123 | $1.24B |
| Q1 2023 | 120 | $1.21B |
| Q4 2022 | 118 | $1.24B |
| Q3 2022 | 124 | $1.20B |
| Q2 2022 | 129 | $1.27B |
| Q1 2022 | 125 | $1.57B |
| Q4 2021 | 133 | $1.93B |
| Q3 2021 | 114 | $1.72B |
| Q2 2021 | 104 | $1.38B |
| Q1 2021 | 86 | $1.35B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −9−47.4% | Reduced |
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1 | $24 | 0.00% | +1 | New |
| TCI Wealth Advisors, Inc. | 1 | $25 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $25 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $49 | 0.00% | +2 | New |
| Schubert & Co | 2 | $49 | 0.00% | +2 | New |
| Northwestern Mutual Wealth Management Co | 5 | $121 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 6 | $146 | 0.00% | +6 | New |
| Global Retirement Partners, LLC | 28 | $603 | 0.00% | +28 | New |
| Lindbrook Capital, LLC | 37 | $898 | 0.00% | +11+42.3% | Added |
| Quadrant Capital Group LLC | 52 | $1.26K | 0.00% | +52 | New |
| Parallel Advisors, LLC | 55 | $1.33K | 0.00% | +39+243.8% | Added |
| Quantbot Technologies LP | 122 | $2.96K | 0.00% | +122 | New |
| CWM, LLC | 138 | $3.00K | 0.00% | +47+51.6% | Added |
| Signaturefd, LLC | 238 | $5.78K | 0.00% | +96+67.6% | Added |
| Farther Finance Advisors, LLC | 461 | $11.2K | 0.00% | +257+126.0% | Added |
| Riverview Trust Co | 541 | $13.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 743 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 911 | $22.1K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,024 | $25.0K | 0.01% | +258+33.7% | Added |
| Nisa Investment Advisors, LLC | 1,184 | $29.0K | 0.00% | −1,446−55.0% | Reduced |
| Citigroup Inc | 1,247 | $30.3K | 0.00% | −344−21.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,389 | $34.0K | 0.00% | +507+57.5% | Added |
| Metropolitan Life Insurance Co | 3,139 | $76.2K | 0.00% | −256−7.5% | Reduced |
| Whittier Trust Co | 3,182 | $77.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,265 | $79.0K | 0.00% | +3,265 | New |
| Aquatic Capital Management LLC | 3,500 | $85.0K | 0.01% | −4,700−57.3% | Reduced |
| Royal Bank of Canada | 3,856 | $94.0K | 0.00% | −5,792−60.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,353 | $105.6K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 5,929 | $143.9K | 0.00% | −8,415−58.7% | Reduced |
| Amalgamated Bank | 7,747 | $188.0K | 0.00% | −1,409−15.4% | Reduced |
| Public Employees Retirement Association of Colorado | 9,506 | $231.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,022 | $243.2K | 0.00% | +10.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,028 | $243.4K | 0.00% | +3,134+45.5% | Added |
| Victory Capital Management Inc | 10,683 | $259.3K | 0.00% | −105,582−90.8% | Reduced |
| Wells Fargo & Company | 11,043 | $268.0K | 0.00% | +10,009+968.0% | Added |
| Engineers Gate Manager LP | 13,532 | $328.4K | 0.01% | +5,523+69.0% | Added |
| Keebeck Wealth Management, LLC | 13,974 | $339.1K | 0.05% | +13,974 | New |
| SG Americas Securities, LLC | 14,270 | $346.0K | 0.00% | +14,270 | New |
| Arizona State Retirement System | 14,386 | $349.1K | 0.00% | +526+3.8% | Added |
| Quadrature Capital Ltd | 14,401 | $349.5K | 0.01% | +14,401 | New |
| LPL Financial LLC | 15,568 | $377.8K | 0.00% | −2,272−12.7% | Reduced |
| STRS Ohio | 15,600 | $378.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 17,778 | $431.0K | 0.00% | −311−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 18,359 | $445.6K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 20,938 | $498.1K | 0.00% | +20,938 | New |
| Voya Investment Management LLC | 21,340 | $517.9K | 0.00% | +135+0.6% | Added |
| Manufacturers Life Insurance Company, The | 21,761 | $528.1K | 0.00% | +81+0.4% | Added |
| Legal & General Group Plc | 21,785 | $528.7K | 0.00% | +1,438+7.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,922 | $580.6K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 24,440 | $593.2K | 0.00% | −4,903−16.7% | Reduced |
| UBS Group AG | 24,927 | $605.0K | 0.00% | +8,356+50.4% | Added |
| American International Group, Inc. | 26,555 | $644.5K | 0.00% | +823+3.2% | Added |
| MetLife Investment Management | 28,633 | $694.9K | 0.00% | +583+2.1% | Added |
| New York State Common Retirement Fund | 28,870 | $700.7K | 0.00% | −9,481−24.7% | Reduced |
| Advisor Group Holdings, Inc. | 31,584 | $766.8K | 0.00% | −1,647−5.0% | Reduced |
| Oppenheimer Asset Management Inc. | 32,503 | $788.8K | 0.01% | −4,025−11.0% | Reduced |
| Alps Advisors Inc | 32,800 | $796.1K | 0.01% | +3,300+11.2% | Added |
| Park Circle Co | 33,900 | $822.8K | 0.80% | 00.0% | Unchanged |
| FJ Capital Management LLC | 37,881 | $919.4K | 0.11% | +874+2.4% | Added |
| Deutsche Bank AG | 38,491 | $934.2K | 0.00% | +11,724+43.8% | Added |
| Janus Henderson Group PLC | 39,610 | $961.0K | 0.00% | +22,304+128.9% | Added |
| Susquehanna International Group, LLP | 40,400 | $980.5K | 0.00% | +40,400 | New |
| Credit Suisse AG | 42,885 | $1.04M | 0.00% | +1,976+4.8% | Added |
| Barclays PLC | 43,239 | $1.05M | 0.00% | +25,062+137.9% | Added |
| UBS Asset Management Americas Inc | 47,165 | $1.14M | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 51,860 | $1.26M | 0.03% | +51,860 | New |
| Cubist Systematic Strategies, LLC | 54,042 | $1.31M | 0.01% | +24,733+84.4% | Added |
| California State Teachers Retirement System | 64,088 | $1.56M | 0.00% | −370−0.6% | Reduced |
| Los Angeles Capital Management LLC | 66,972 | $1.63M | 0.01% | −5,373−7.4% | Reduced |
| Truist Financial Corp | 68,792 | $1.67M | 0.00% | −12,405−15.3% | Reduced |
| Rhumbline Advisers | 70,629 | $1.71M | 0.00% | +3,106+4.6% | Added |
| ExodusPoint Capital Management, LP | 71,347 | $1.73M | 0.02% | +52,222+273.1% | Added |
| TD Asset Management Inc | 75,388 | $1.83M | 0.00% | −800−1.1% | Reduced |
| Bamco Inc | 79,700 | $1.93M | 0.01% | +79,700 | New |
| SEI Investments Co | 81,964 | $1.99M | 0.00% | +58,212+245.1% | Added |
| Qube Research & Technologies Ltd | 87,595 | $2.13M | 0.01% | +87,595 | New |
| Norges Bank | 87,741 | $2.13M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 107,100 | $2.60M | 0.00% | −11,500−9.7% | Reduced |
| Envestnet Asset Management Inc | 119,879 | $2.91M | 0.00% | −13,324−10.0% | Reduced |
| Public Employees Retirement System of Ohio | 145,850 | $3.54M | 0.01% | +105+0.1% | Added |
| Putnam Investments LLC | 146,016 | $3.54M | 0.01% | +146,016 | New |
| Invesco Ltd. | 146,053 | $3.54M | 0.00% | +6,643+4.8% | Added |
| Goldman Sachs Group Inc | 155,722 | $3.78M | 0.00% | +17,149+12.4% | Added |
| Gillson Capital LP | 180,431 | $4.38M | 0.36% | +180,431 | New |
| Inherent Group, LP | 216,771 | $5.26M | 2.20% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 230,154 | $5.59M | 0.02% | −22,769−9.0% | Reduced |
| Price T Rowe Associates Inc | 276,896 | $6.72M | 0.00% | +1,389+0.5% | Added |
| Citadel Advisors LLC | 280,350 | $6.80M | 0.01% | +195,145+229.0% | Added |
| Dimensional Fund Advisors LP | 282,402 | $6.85M | 0.00% | +221,829+366.2% | Added |
| Segall Bryant & Hamill, LLC | 282,409 | $6.85M | 0.07% | +3,538+1.3% | Added |
| Bank of America Corp | 298,631 | $7.25M | 0.00% | +8,763+3.0% | Added |
| Morgan Stanley | 323,907 | $7.86M | 0.00% | +32,610+11.2% | Added |
| Bank of New York Mellon Corp | 330,082 | $8.01M | 0.00% | −12,596−3.7% | Reduced |
| Renaissance Technologies LLC | 378,400 | $9.18M | 0.01% | +8,300+2.2% | Added |
| Charles Schwab Investment Management Inc | 440,746 | $10.7M | 0.00% | +28,149+6.8% | Added |
| Adage Capital Partners GP, L.L.C. | 442,376 | $10.7M | 0.02% | +216,785+96.1% | Added |
| Northern Trust Corp | 497,260 | $12.1M | 0.00% | +13,730+2.8% | Added |