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 2023
Institutional positions in StepStone Group Inc. as of Sep 30, 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
- 122
- −1 vs. Q2 2023
- Shares held
- 51.4M
- +1.63M (+3.3%) vs. Q2 2023
- Total value
- $1.62B
- +$388.7M (+31.5%) vs. Q2 2023
- New holders
- 19
- 54 more added
- Sold out
- 20
- 31 more reduced
Compare with Q2 2023: 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 | $5.12B |
| Q3 2025 | 258 | $4.92B |
| Q2 2025 | 269 | $3.95B |
| Q1 2025 | 237 | $3.67B |
| Q4 2024 | 252 | $3.95B |
| Q3 2024 | 208 | $3.88B |
| Q2 2024 | 187 | $2.89B |
| Q1 2024 | 141 | $2.07B |
| Q4 2023 | 126 | $1.78B |
| Q3 2023 | 122 | $1.62B |
| Q2 2023 | 123 | $1.24B |
| Q1 2023 | 120 | $1.27B |
| 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 | $1.73B |
| Q2 2021 | 104 | $1.38B |
| Q1 2021 | 86 | $1.35B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 6,367,438 | $201.1M | 0.04% | +525,538+9.0% | Added |
| Vanguard Group Inc | 5,179,170 | $163.6M | 0.00% | +73,712+1.4% | Added |
| BlackRock Inc. | 3,636,852 | $114.9M | 0.00% | −317,610−8.0% | Reduced |
| JPMorgan Chase & Co | 3,473,023 | $109.7M | 0.01% | −930,757−21.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,121,072 | $98.6M | 0.07% | −475,087−13.2% | Reduced |
| Wasatch Advisors Inc | 2,899,802 | $91.6M | 0.58% | +42,738+1.5% | Added |
| Fred Alger Management, LLC | 2,823,766 | $89.2M | 0.51% | +289,383+11.4% | Added |
| FMR LLC | 2,732,913 | $86.3M | 0.01% | +95,883+3.6% | Added |
| Alliancebernstein L.P. | 2,648,992 | $83.7M | 0.04% | +158,268+6.4% | Added |
| Capital World Investors | 2,540,228 | $80.2M | 0.02% | +75,075+3.0% | Added |
| Millennium Management LLC | 2,424,786 | $76.6M | 0.08% | +1,108,986+84.3% | Added |
| State Street Corp | 1,218,016 | $38.5M | 0.00% | +75,580+6.6% | Added |
| Geode Capital Management, LLC | 1,118,521 | $35.3M | 0.00% | +51,787+4.9% | Added |
| Westfield Capital Management Co LP | 913,069 | $28.8M | 0.20% | +41,217+4.7% | Added |
| Bank of New York Mellon Corp | 772,921 | $24.4M | 0.01% | +367,507+90.6% | Added |
| Loomis Sayles & Co L P | 652,762 | $20.6M | 0.04% | +119,575+22.4% | Added |
| Dimensional Fund Advisors LP | 518,376 | $16.4M | 0.01% | +129,822+33.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 518,054 | $16.4M | 0.08% | +351,205+210.5% | Added |
| Charles Schwab Investment Management Inc | 517,499 | $16.3M | 0.00% | +44,980+9.5% | Added |
| Northern Trust Corp | 502,044 | $15.9M | 0.00% | +6,956+1.4% | Added |
| Capital Research Global Investors | 491,990 | $15.5M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 451,119 | $14.2M | 0.01% | +67,182+17.5% | Added |
| William Blair Investment Management, LLC | 416,003 | $13.1M | 0.04% | +416,003 | New |
| Renaissance Technologies LLC | 385,064 | $12.2M | 0.02% | −99,694−20.6% | Reduced |
| Putnam Investments LLC | 349,329 | $11.0M | 0.02% | +99,041+39.6% | Added |
| Bank of America Corp | 344,349 | $10.9M | 0.00% | +78,580+29.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 300,519 | $9.49M | 0.22% | +300,519 | New |
| Segall Bryant & Hamill, LLC | 282,006 | $8.91M | 0.10% | −1,771−0.6% | Reduced |
| Morgan Stanley | 276,856 | $8.74M | 0.00% | −37,224−11.9% | Reduced |
| Price T Rowe Associates Inc | 269,865 | $8.52M | 0.00% | −7,537−2.7% | Reduced |
| Inherent Group, LP | 216,771 | $6.85M | 4.52% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 203,942 | $6.44M | 0.02% | −22,327−9.9% | Reduced |
| Invesco Ltd. | 168,692 | $5.33M | 0.00% | −4,401−2.5% | Reduced |
| Envestnet Asset Management Inc | 166,781 | $5.27M | 0.00% | +50,214+43.1% | Added |
| Public Employees Retirement System of Ohio | 152,881 | $4.83M | 0.02% | +6,898+4.7% | Added |
| Bamco Inc | 142,749 | $4.51M | 0.01% | +29,717+26.3% | Added |
| Susquehanna International Group, LLP | 138,383 | $4.37M | 0.01% | +115,175+496.3% | Added |
| Swiss National Bank | 117,400 | $3.71M | 0.00% | +8,100+7.4% | Added |
| Gillson Capital LP | 115,777 | $3.66M | 0.27% | −111,948−49.2% | Reduced |
| Goldman Sachs Group Inc | 95,426 | $3.01M | 0.00% | −36,926−27.9% | Reduced |
| National Bank of Canada | 94,062 | $2.87M | 0.01% | −9,191−8.9% | Reduced |
| Norges Bank | 87,741 | $2.77M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 82,082 | $2.59M | 0.00% | +14,924+22.2% | Added |
| Jacobs Levy Equity Management, Inc | 77,919 | $2.46M | 0.01% | −22,287−22.2% | Reduced |
| SEI Investments Co | 76,325 | $2.41M | 0.00% | −9,335−10.9% | Reduced |
| Rhumbline Advisers | 72,620 | $2.29M | 0.00% | +788+1.1% | Added |
| TD Asset Management Inc | 64,988 | $2.05M | 0.00% | −7,600−10.5% | Reduced |
| California State Teachers Retirement System | 59,117 | $1.87M | 0.00% | −3,028−4.9% | Reduced |
| UBS Asset Management Americas Inc | 55,265 | $1.75M | 0.00% | +8,100+17.2% | Added |
| Algert Global LLC | 53,530 | $1.69M | 0.08% | +8,730+19.5% | Added |
| UBS Group AG | 52,572 | $1.66M | 0.00% | +12,745+32.0% | Added |
| Dark Forest Capital Management LP | 50,017 | $1.58M | 0.13% | +50,017 | New |
| Legal & General Group Plc | 49,834 | $1.57M | 0.00% | +992+2.0% | Added |
| Credit Suisse AG | 49,040 | $1.55M | 0.00% | −923−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 43,880 | $1.39M | 0.00% | +12,810+41.2% | Added |
| Oppenheimer Asset Management Inc. | 39,123 | $1.24M | 0.02% | +6,665+20.5% | Added |
| First Trust Advisors LP | 36,539 | $1.15M | 0.00% | +36,539 | New |
| Keebeck Wealth Management, LLC | 35,313 | $1.12M | 0.19% | +3,619+11.4% | Added |
| Park Circle Co | 33,900 | $1.07M | 1.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 32,704 | $1.03M | 0.00% | +8,241+33.7% | Added |
| Los Angeles Capital Management LLC | 29,214 | $922.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 28,633 | $904.2K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 28,290 | $893.4K | 0.00% | +3,264+13.0% | Added |
| Manufacturers Life Insurance Company, The | 27,171 | $858.1K | 0.00% | +4,979+22.4% | Added |
| American International Group, Inc. | 26,938 | $850.7K | 0.01% | +957+3.7% | Added |
| Harbor Capital Advisors, Inc. | 26,810 | $846.7K | 0.18% | −7,171−21.1% | Reduced |
| Janus Henderson Group PLC | 24,701 | $780.4K | 0.00% | +70.0% | Added |
| Barclays PLC | 24,069 | $760.1K | 0.00% | −4,290−15.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,922 | $755.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 23,040 | $727.6K | 0.00% | −30.0% | Reduced |
| Citadel Advisors LLC | 22,552 | $712.2K | 0.00% | −320,435−93.4% | Reduced |
| Alps Advisors Inc | 22,400 | $707.4K | 0.01% | −9,600−30.0% | Reduced |
| Principal Financial Group Inc | 21,974 | $693.9K | 0.00% | +5,089+30.1% | Added |
| Voya Investment Management LLC | 21,321 | $673.3K | 0.00% | −283−1.3% | Reduced |
| LPL Financial LLC | 19,927 | $629.3K | 0.00% | +2,387+13.6% | Added |
| SG Americas Securities, LLC | 17,411 | $550.0K | 0.01% | +17,411 | New |
| Walleye Capital LLC | 16,596 | $524.1K | 0.01% | −36,388−68.7% | Reduced |
| State Board of Administration of Florida Retirement System | 15,409 | $486.6K | 0.00% | +90+0.6% | Added |
| Arizona State Retirement System | 15,207 | $480.2K | 0.00% | +1,102+7.8% | Added |
| American Century Companies Inc | 13,404 | $423.3K | 0.00% | +13,404 | New |
| Schonfeld Strategic Advisors LLC | 12,500 | $394.8K | 0.00% | −18,600−59.8% | Reduced |
| Wells Fargo & Company | 12,448 | $393.1K | 0.00% | −11,490−48.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,573 | $365.5K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,573 | $365.5K | 0.00% | +11,573 | New |
| HSBC Holdings PLC | 10,375 | $332.4K | 0.00% | −3,076−22.9% | Reduced |
| Public Employees Retirement Association of Colorado | 9,506 | $300.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,241 | $291.8K | 0.00% | +210+2.3% | Added |
| Creative Planning | 8,877 | $280.3K | 0.00% | +8,877 | New |
| Amalgamated Bank | 8,264 | $261.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,128 | $257.0K | 0.00% | +8,128 | New |
| Royal Bank of Canada | 7,594 | $239.0K | 0.00% | +3,502+85.6% | Added |
| Neuberger Berman Group LLC | 7,224 | $228.1K | 0.00% | +7,224 | New |
| ProShare Advisors LLC | 7,013 | $221.5K | 0.00% | +7,013 | New |
| Cetera Advisor Networks LLC | 6,700 | $211.6K | 0.00% | +6,700 | New |
| Citigroup Inc | 5,953 | $188.0K | 0.00% | −11,386−65.7% | Reduced |
| FIL Ltd | 5,929 | $187.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,363 | $169.4K | 0.01% | +1,010+23.2% | Added |
| Tower Research Capital LLC (TRC) | 4,695 | $148.3K | 0.00% | +2,700+135.3% | Added |
| Metropolitan Life Insurance Co | 3,139 | $99.1K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,670 | $84.3K | 0.08% | 00.0% | Unchanged |