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 | $5.11B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Steward Financial Group LLC | 9 | $0 | 0.00% | +9 | New |
| Huntington National Bank | 1 | $32 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $95 | 0.00% | +3 | New |
| Bokf, NA | 6 | $170 | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 10 | $316 | 0.00% | +10 | New |
| Russell Investments Group, Ltd. | 15 | $477 | 0.00% | −16,205−99.9% | Reduced |
| Global Retirement Partners, LLC | 28 | $843 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $2.84K | 0.00% | +43+91.5% | Added |
| Bell Investment Advisors, Inc | 105 | $3.32K | 0.00% | +105 | New |
| Lindbrook Capital, LLC | 144 | $4.55K | 0.00% | +19+15.2% | Added |
| CWM, LLC | 237 | $7.00K | 0.00% | +5+2.2% | Added |
| Whittier Trust Co | 244 | $7.70K | 0.00% | −1−0.4% | Reduced |
| Parallel Advisors, LLC | 250 | $7.89K | 0.00% | +223+825.9% | Added |
| Signaturefd, LLC | 263 | $8.31K | 0.00% | +148+128.7% | Added |
| Quadrant Capital Group LLC | 398 | $12.6K | 0.00% | +144+56.7% | Added |
| Farther Finance Advisors, LLC | 425 | $13.4K | 0.00% | +12+2.9% | Added |
| Amundi | 477 | $15.1K | 0.00% | +477 | New |
| EverSource Wealth Advisors, LLC | 512 | $16.2K | 0.00% | +512 | New |
| Whittier Trust Co of Nevada Inc | 743 | $23.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 897 | $28.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 911 | $28.8K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,670 | $84.3K | 0.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,139 | $99.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,695 | $148.3K | 0.00% | +2,700+135.3% | Added |
| Ameritas Investment Partners, Inc. | 5,363 | $169.4K | 0.01% | +1,010+23.2% | Added |
| FIL Ltd | 5,929 | $187.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,953 | $188.0K | 0.00% | −11,386−65.7% | Reduced |
| Cetera Advisor Networks LLC | 6,700 | $211.6K | 0.00% | +6,700 | New |
| ProShare Advisors LLC | 7,013 | $221.5K | 0.00% | +7,013 | New |
| Neuberger Berman Group LLC | 7,224 | $228.1K | 0.00% | +7,224 | New |
| Royal Bank of Canada | 7,594 | $239.0K | 0.00% | +3,502+85.6% | Added |
| Handelsbanken Fonder AB | 8,128 | $257.0K | 0.00% | +8,128 | New |
| Amalgamated Bank | 8,264 | $261.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 8,877 | $280.3K | 0.00% | +8,877 | New |
| The PNC Financial Services Group, Inc. | 9,241 | $291.8K | 0.00% | +210+2.3% | Added |
| Public Employees Retirement Association of Colorado | 9,506 | $300.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,375 | $332.4K | 0.00% | −3,076−22.9% | 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 |
| Wells Fargo & Company | 12,448 | $393.1K | 0.00% | −11,490−48.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,500 | $394.8K | 0.00% | −18,600−59.8% | Reduced |
| American Century Companies Inc | 13,404 | $423.3K | 0.00% | +13,404 | New |
| Arizona State Retirement System | 15,207 | $480.2K | 0.00% | +1,102+7.8% | Added |
| State Board of Administration of Florida Retirement System | 15,409 | $486.6K | 0.00% | +90+0.6% | Added |
| Walleye Capital LLC | 16,596 | $524.1K | 0.01% | −36,388−68.7% | Reduced |
| SG Americas Securities, LLC | 17,411 | $550.0K | 0.01% | +17,411 | New |
| LPL Financial LLC | 19,927 | $629.3K | 0.00% | +2,387+13.6% | Added |
| Voya Investment Management LLC | 21,321 | $673.3K | 0.00% | −283−1.3% | Reduced |
| Principal Financial Group Inc | 21,974 | $693.9K | 0.00% | +5,089+30.1% | Added |
| Alps Advisors Inc | 22,400 | $707.4K | 0.01% | −9,600−30.0% | Reduced |
| Citadel Advisors LLC | 22,552 | $712.2K | 0.00% | −320,435−93.4% | Reduced |
| New York State Common Retirement Fund | 23,040 | $727.6K | 0.00% | −30.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,922 | $755.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 24,069 | $760.1K | 0.00% | −4,290−15.1% | Reduced |
| Janus Henderson Group PLC | 24,701 | $780.4K | 0.00% | +70.0% | Added |
| Harbor Capital Advisors, Inc. | 26,810 | $846.7K | 0.18% | −7,171−21.1% | Reduced |
| American International Group, Inc. | 26,938 | $850.7K | 0.01% | +957+3.7% | Added |
| Manufacturers Life Insurance Company, The | 27,171 | $858.1K | 0.00% | +4,979+22.4% | Added |
| Deutsche Bank AG | 28,290 | $893.4K | 0.00% | +3,264+13.0% | Added |
| MetLife Investment Management | 28,633 | $904.2K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 29,214 | $922.6K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 32,704 | $1.03M | 0.00% | +8,241+33.7% | Added |
| Park Circle Co | 33,900 | $1.07M | 1.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 35,313 | $1.12M | 0.19% | +3,619+11.4% | Added |
| First Trust Advisors LP | 36,539 | $1.15M | 0.00% | +36,539 | New |
| Oppenheimer Asset Management Inc. | 39,123 | $1.24M | 0.02% | +6,665+20.5% | Added |
| Advisor Group Holdings, Inc. | 43,880 | $1.39M | 0.00% | +12,810+41.2% | Added |
| Credit Suisse AG | 49,040 | $1.55M | 0.00% | −923−1.8% | Reduced |
| Legal & General Group Plc | 49,834 | $1.57M | 0.00% | +992+2.0% | Added |
| Dark Forest Capital Management LP | 50,017 | $1.58M | 0.13% | +50,017 | New |
| UBS Group AG | 52,572 | $1.66M | 0.00% | +12,745+32.0% | Added |
| Algert Global LLC | 53,530 | $1.69M | 0.08% | +8,730+19.5% | Added |
| UBS Asset Management Americas Inc | 55,265 | $1.75M | 0.00% | +8,100+17.2% | Added |
| California State Teachers Retirement System | 59,117 | $1.87M | 0.00% | −3,028−4.9% | Reduced |
| TD Asset Management Inc | 64,988 | $2.05M | 0.00% | −7,600−10.5% | Reduced |
| Rhumbline Advisers | 72,620 | $2.29M | 0.00% | +788+1.1% | Added |
| SEI Investments Co | 76,325 | $2.41M | 0.00% | −9,335−10.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 77,919 | $2.46M | 0.01% | −22,287−22.2% | Reduced |
| Truist Financial Corp | 82,082 | $2.59M | 0.00% | +14,924+22.2% | Added |
| Norges Bank | 87,741 | $2.77M | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 94,062 | $2.87M | 0.01% | −9,191−8.9% | Reduced |
| Goldman Sachs Group Inc | 95,426 | $3.01M | 0.00% | −36,926−27.9% | Reduced |
| Gillson Capital LP | 115,777 | $3.66M | 0.27% | −111,948−49.2% | Reduced |
| Swiss National Bank | 117,400 | $3.71M | 0.00% | +8,100+7.4% | Added |
| Susquehanna International Group, LLP | 138,383 | $4.37M | 0.01% | +115,175+496.3% | Added |
| Bamco Inc | 142,749 | $4.51M | 0.01% | +29,717+26.3% | Added |
| Public Employees Retirement System of Ohio | 152,881 | $4.83M | 0.02% | +6,898+4.7% | Added |
| Envestnet Asset Management Inc | 166,781 | $5.27M | 0.00% | +50,214+43.1% | Added |
| Invesco Ltd. | 168,692 | $5.33M | 0.00% | −4,401−2.5% | Reduced |
| State of Wisconsin Investment Board | 203,942 | $6.44M | 0.02% | −22,327−9.9% | Reduced |
| Inherent Group, LP | 216,771 | $6.85M | 4.52% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 269,865 | $8.52M | 0.00% | −7,537−2.7% | Reduced |
| Morgan Stanley | 276,856 | $8.74M | 0.00% | −37,224−11.9% | Reduced |
| Segall Bryant & Hamill, LLC | 282,006 | $8.91M | 0.10% | −1,771−0.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 300,519 | $9.49M | 0.22% | +300,519 | New |
| Bank of America Corp | 344,349 | $10.9M | 0.00% | +78,580+29.6% | Added |
| Putnam Investments LLC | 349,329 | $11.0M | 0.02% | +99,041+39.6% | Added |
| Renaissance Technologies LLC | 385,064 | $12.2M | 0.02% | −99,694−20.6% | Reduced |
| William Blair Investment Management, LLC | 416,003 | $13.1M | 0.04% | +416,003 | New |