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, Q4 2023
Institutional positions in StepStone Group Inc. as of Dec 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
- 126
- +5 vs. Q3 2023
- Shares held
- 56.0M
- +4.55M (+8.9%) vs. Q3 2023
- Total value
- $1.78B
- +$157.8M (+9.7%) vs. Q3 2023
- New holders
- 15
- 46 more added
- Sold out
- 10
- 48 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 6,994,497 | $222.6M | 0.04% | +627,059+9.8% | Added |
| JPMorgan Chase & Co | 6,930,294 | $220.6M | 0.01% | +3,457,271+99.5% | Added |
| Vanguard Group Inc | 5,270,144 | $167.7M | 0.00% | +90,974+1.8% | Added |
| BlackRock Inc. | 3,964,114 | $126.2M | 0.00% | +327,262+9.0% | Added |
| T. Rowe Price Investment Management, Inc. | 3,020,552 | $96.1M | 0.06% | −100,520−3.2% | Reduced |
| Wasatch Advisors Inc | 2,901,805 | $92.4M | 0.51% | +2,003+0.1% | Added |
| Millennium Management LLC | 2,769,614 | $88.2M | 0.08% | +344,828+14.2% | Added |
| FMR LLC | 2,683,275 | $85.4M | 0.01% | −49,638−1.8% | Reduced |
| Capital World Investors | 2,540,228 | $80.9M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,529,308 | $80.5M | 0.03% | −119,684−4.5% | Reduced |
| Fred Alger Management, LLC | 2,404,594 | $76.5M | 0.41% | −419,172−14.8% | Reduced |
| State Street Corp | 1,282,539 | $40.8M | 0.00% | +64,523+5.3% | Added |
| Geode Capital Management, LLC | 1,176,767 | $37.5M | 0.00% | +58,246+5.2% | Added |
| Bank of New York Mellon Corp | 816,427 | $26.0M | 0.01% | +43,506+5.6% | Added |
| Morgan Stanley | 691,484 | $22.0M | 0.00% | +414,628+149.8% | Added |
| Loomis Sayles & Co L P | 649,690 | $20.7M | 0.03% | −3,072−0.5% | Reduced |
| Dimensional Fund Advisors LP | 634,815 | $20.2M | 0.01% | +116,439+22.5% | Added |
| Capital Research Global Investors | 628,532 | $20.0M | 0.00% | +136,542+27.8% | Added |
| William Blair Investment Management, LLC | 602,777 | $19.2M | 0.06% | +186,774+44.9% | Added |
| Charles Schwab Investment Management Inc | 563,606 | $17.9M | 0.00% | +46,107+8.9% | Added |
| Northern Trust Corp | 494,119 | $15.7M | 0.00% | −7,925−1.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 470,416 | $15.0M | 0.31% | +169,897+56.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 454,900 | $14.5M | 0.06% | −63,154−12.2% | Reduced |
| Putnam Investments LLC | 383,345 | $12.2M | 0.02% | +34,016+9.7% | Added |
| Price T Rowe Associates Inc | 340,180 | $10.8M | 0.00% | +70,315+26.1% | Added |
| Renaissance Technologies LLC | 330,700 | $10.5M | 0.02% | −54,364−14.1% | Reduced |
| Nuveen Asset Management, LLC | 326,705 | $10.4M | 0.00% | −124,414−27.6% | Reduced |
| Lazard Asset Management LLC | 287,398 | $9.15M | 0.01% | +287,398 | New |
| Segall Bryant & Hamill, LLC | 282,939 | $9.01M | 0.17% | +933+0.3% | Added |
| Bank of America Corp | 249,127 | $7.93M | 0.00% | −95,222−27.7% | Reduced |
| State of Wisconsin Investment Board | 228,561 | $7.28M | 0.02% | +24,619+12.1% | Added |
| Inherent Group, LP | 216,771 | $6.90M | 4.47% | 00.0% | Unchanged |
| Invesco Ltd. | 168,139 | $5.35M | 0.00% | −553−0.3% | Reduced |
| Bamco Inc | 165,703 | $5.27M | 0.01% | +22,954+16.1% | Added |
| National Bank of Canada | 164,516 | $5.20M | 0.01% | +70,454+74.9% | Added |
| Public Employees Retirement System of Ohio | 152,995 | $4.87M | 0.02% | +114+0.1% | Added |
| Envestnet Asset Management Inc | 129,795 | $4.13M | 0.00% | −36,986−22.2% | Reduced |
| Goldman Sachs Group Inc | 126,688 | $4.03M | 0.00% | +31,262+32.8% | Added |
| Swiss National Bank | 105,200 | $3.35M | 0.00% | −12,200−10.4% | Reduced |
| Barclays PLC | 90,452 | $2.88M | 0.00% | +66,383+275.8% | Added |
| Point72 Asset Management, L.P. | 85,000 | $2.71M | 0.01% | +85,000 | New |
| SEI Investments Co | 73,299 | $2.33M | 0.00% | −3,026−4.0% | Reduced |
| Rhumbline Advisers | 72,348 | $2.30M | 0.00% | −272−0.4% | Reduced |
| Norges Bank | 69,528 | $2.21M | 0.00% | −18,213−20.8% | Reduced |
| TD Asset Management Inc | 58,988 | $1.88M | 0.00% | −6,000−9.2% | Reduced |
| California State Teachers Retirement System | 56,467 | $1.80M | 0.00% | −2,650−4.5% | Reduced |
| UBS Asset Management Americas Inc | 55,265 | $1.76M | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 53,731 | $1.71M | 0.00% | +4,691+9.6% | Added |
| Legal & General Group Plc | 49,575 | $1.58M | 0.00% | −259−0.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 48,658 | $1.55M | 0.01% | −29,261−37.6% | Reduced |
| Susquehanna International Group, LLP | 48,258 | $1.54M | 0.00% | −90,125−65.1% | Reduced |
| Truist Financial Corp | 47,222 | $1.50M | 0.00% | −34,860−42.5% | Reduced |
| ExodusPoint Capital Management, LP | 46,628 | $1.48M | 0.02% | +46,628 | New |
| Algert Global LLC | 46,610 | $1.48M | 0.06% | −6,920−12.9% | Reduced |
| Qube Research & Technologies Ltd | 45,482 | $1.45M | 0.00% | +45,482 | New |
| Keebeck Wealth Management, LLC | 44,553 | $1.42M | 0.23% | +9,240+26.2% | Added |
| UBS Group AG | 38,568 | $1.23M | 0.00% | −14,004−26.6% | Reduced |
| Harbor Capital Advisors, Inc. | 33,786 | $1.08M | 0.21% | +6,976+26.0% | Added |
| Balyasny Asset Management LLC | 33,661 | $1.07M | 0.00% | +33,661 | New |
| Oppenheimer Asset Management Inc. | 33,638 | $1.07M | 0.01% | −5,485−14.0% | Reduced |
| Squarepoint Ops LLC | 32,479 | $1.03M | 0.00% | +32,479 | New |
| Natixis Advisors, L.P. | 29,964 | $953.0K | 0.00% | −2,740−8.4% | Reduced |
| Principal Financial Group Inc | 29,866 | $950.6K | 0.00% | +7,892+35.9% | Added |
| Los Angeles Capital Management LLC | 28,745 | $915.0K | 0.00% | −469−1.6% | Reduced |
| MetLife Investment Management | 28,633 | $911.4K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 27,543 | $876.7K | 0.00% | −747−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 27,414 | $872.6K | 0.00% | +243+0.9% | Added |
| American International Group, Inc. | 26,830 | $854.0K | 0.00% | −108−0.4% | Reduced |
| New York State Common Retirement Fund | 24,858 | $791.2K | 0.00% | +1,818+7.9% | Added |
| Janus Henderson Group PLC | 24,661 | $785.2K | 0.00% | −40−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,644 | $784.4K | 0.00% | +722+3.0% | Added |
| Citigroup Inc | 24,501 | $779.9K | 0.00% | +18,548+311.6% | Added |
| Citadel Advisors LLC | 24,242 | $771.6K | 0.00% | +1,690+7.5% | Added |
| Advisor Group Holdings, Inc. | 23,694 | $754.6K | 0.00% | −20,186−46.0% | Reduced |
| Alps Advisors Inc | 21,600 | $687.5K | 0.01% | −800−3.6% | Reduced |
| Voya Investment Management LLC | 21,454 | $682.9K | 0.00% | +133+0.6% | Added |
| LPL Financial LLC | 21,433 | $682.2K | 0.00% | +1,506+7.6% | Added |
| American Century Companies Inc | 18,977 | $604.0K | 0.00% | +5,573+41.6% | Added |
| Wells Fargo & Company | 17,755 | $565.1K | 0.00% | +5,307+42.6% | Added |
| Victory Capital Management Inc | 16,402 | $522.1K | 0.00% | +4,829+41.7% | Added |
| Royal Bank of Canada | 16,319 | $519.0K | 0.00% | +8,725+114.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,510 | $493.7K | 0.00% | +3,937+34.0% | Added |
| State Board of Administration of Florida Retirement System | 15,409 | $490.5K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 15,360 | $488.9K | 0.47% | −18,540−54.7% | Reduced |
| Jane Street Group, LLC | 15,003 | $477.5K | 0.00% | +15,003 | New |
| Arizona State Retirement System | 14,930 | $475.2K | 0.00% | −277−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 13,889 | $442.1K | 0.01% | +9,194+195.8% | Added |
| Quest Partners LLC | 13,877 | $441.7K | 0.09% | +13,877 | New |
| Aquatic Capital Management LLC | 11,300 | $360.0K | 0.01% | +11,300 | New |
| Public Employees Retirement Association of Colorado | 9,506 | $303.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,987 | $286.0K | 0.00% | −8,424−48.4% | Reduced |
| ProShare Advisors LLC | 8,935 | $284.4K | 0.00% | +1,922+27.4% | Added |
| Creative Planning | 8,219 | $261.6K | 0.00% | −658−7.4% | Reduced |
| Handelsbanken Fonder AB | 8,128 | $259.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,704 | $245.0K | 0.00% | −560−6.8% | Reduced |
| Neuberger Berman Group LLC | 6,830 | $217.4K | 0.00% | −394−5.5% | Reduced |
| FIL Ltd | 5,929 | $188.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,363 | $170.7K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,139 | $99.9K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,670 | $84.3K | 0.08% | 00.0% | Unchanged |