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
- 52.2M
- +740.6K (+1.4%) vs. Q3 2023
- Total value
- $1.66B
- +$36.5M (+2.2%) vs. Q3 2023
- New holders
- 15
- 45 more added
- Sold out
- 10
- 49 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 | $5.11B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Huntington National Bank | 1 | $32 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $96 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $223 | 0.00% | −3−30.0% | Reduced |
| Russell Investments Group, Ltd. | 15 | $484 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $605 | 0.00% | +19 | New |
| Global Retirement Partners, LLC | 63 | $2.01K | 0.00% | +35+125.0% | Added |
| Allworth Financial LP | 72 | $2.29K | 0.00% | −18−20.0% | Reduced |
| US Bancorp | 78 | $2.48K | 0.00% | +78 | New |
| Parallel Advisors, LLC | 80 | $2.55K | 0.00% | −170−68.0% | Reduced |
| The PNC Financial Services Group, Inc. | 81 | $2.59K | 0.00% | −9,160−99.1% | Reduced |
| Ronald Blue Trust, Inc. | 95 | $3.00K | 0.00% | +95 | New |
| Signaturefd, LLC | 129 | $4.11K | 0.00% | −134−51.0% | Reduced |
| Lindbrook Capital, LLC | 143 | $4.55K | 0.00% | −1−0.7% | Reduced |
| Whittier Trust Co | 163 | $5.18K | 0.00% | −81−33.2% | Reduced |
| CWM, LLC | 255 | $8.00K | 0.00% | +18+7.6% | Added |
| Quadrant Capital Group LLC | 279 | $8.88K | 0.00% | −119−29.9% | Reduced |
| SYSTM Wealth Solutions LLC | 470 | $15.0K | 0.00% | +470 | New |
| Farther Finance Advisors, LLC | 506 | $16.1K | 0.00% | +81+19.1% | Added |
| EverSource Wealth Advisors, LLC | 512 | $16.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 597 | $19.0K | 0.00% | −300−33.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 743 | $23.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 911 | $29.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 918 | $29.2K | 0.00% | +441+92.5% | Added |
| Quantbot Technologies LP | 1,492 | $47.5K | 0.00% | +1,492 | New |
| State of Wyoming | 1,502 | $47.8K | 0.01% | +1,502 | New |
| Spotlight Asset Group, Inc. | 2,670 | $84.3K | 0.08% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,139 | $99.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,363 | $170.7K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 5,929 | $188.7K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,830 | $217.4K | 0.00% | −394−5.5% | Reduced |
| Amalgamated Bank | 7,704 | $245.0K | 0.00% | −560−6.8% | Reduced |
| Handelsbanken Fonder AB | 8,128 | $259.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 8,219 | $261.6K | 0.00% | −658−7.4% | Reduced |
| ProShare Advisors LLC | 8,935 | $284.4K | 0.00% | +1,922+27.4% | Added |
| SG Americas Securities, LLC | 8,987 | $286.0K | 0.00% | −8,424−48.4% | Reduced |
| Public Employees Retirement Association of Colorado | 9,506 | $303.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,300 | $360.0K | 0.01% | +11,300 | New |
| Quest Partners LLC | 13,877 | $441.7K | 0.09% | +13,877 | New |
| Tower Research Capital LLC (TRC) | 13,889 | $442.1K | 0.01% | +9,194+195.8% | Added |
| Arizona State Retirement System | 14,930 | $475.2K | 0.00% | −277−1.8% | Reduced |
| Jane Street Group, LLC | 15,003 | $477.5K | 0.00% | +15,003 | New |
| Park Circle Co | 15,360 | $488.9K | 0.47% | −18,540−54.7% | Reduced |
| State Board of Administration of Florida Retirement System | 15,409 | $490.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,510 | $493.7K | 0.00% | +3,937+34.0% | Added |
| Royal Bank of Canada | 16,319 | $519.0K | 0.00% | +8,725+114.9% | Added |
| Victory Capital Management Inc | 16,402 | $522.1K | 0.00% | +4,829+41.7% | Added |
| Wells Fargo & Company | 17,755 | $565.1K | 0.00% | +5,307+42.6% | Added |
| American Century Companies Inc | 18,977 | $604.0K | 0.00% | +5,573+41.6% | Added |
| LPL Financial LLC | 21,433 | $682.2K | 0.00% | +1,506+7.6% | Added |
| Voya Investment Management LLC | 21,454 | $682.9K | 0.00% | +133+0.6% | Added |
| Alps Advisors Inc | 21,600 | $687.5K | 0.01% | −800−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 23,694 | $754.6K | 0.00% | −20,186−46.0% | Reduced |
| Citadel Advisors LLC | 24,242 | $771.6K | 0.00% | +1,690+7.5% | Added |
| Citigroup Inc | 24,501 | $779.9K | 0.00% | +18,548+311.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,644 | $784.4K | 0.00% | +722+3.0% | Added |
| Janus Henderson Group PLC | 24,661 | $785.2K | 0.00% | −40−0.2% | Reduced |
| New York State Common Retirement Fund | 24,858 | $791.2K | 0.00% | +1,818+7.9% | Added |
| American International Group, Inc. | 26,830 | $854.0K | 0.00% | −108−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 27,414 | $872.6K | 0.00% | +243+0.9% | Added |
| Deutsche Bank AG | 27,543 | $876.7K | 0.00% | −747−2.6% | Reduced |
| MetLife Investment Management | 28,633 | $911.4K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 28,745 | $915.0K | 0.00% | −469−1.6% | Reduced |
| Principal Financial Group Inc | 29,866 | $950.6K | 0.00% | +7,892+35.9% | Added |
| Natixis Advisors, L.P. | 29,964 | $953.0K | 0.00% | −2,740−8.4% | Reduced |
| Squarepoint Ops LLC | 32,479 | $1.03M | 0.00% | +32,479 | New |
| Oppenheimer Asset Management Inc. | 33,638 | $1.07M | 0.01% | −5,485−14.0% | Reduced |
| Balyasny Asset Management LLC | 33,661 | $1.07M | 0.00% | +33,661 | New |
| Harbor Capital Advisors, Inc. | 33,786 | $1.08M | 0.21% | +6,976+26.0% | Added |
| UBS Group AG | 38,568 | $1.23M | 0.00% | −14,004−26.6% | Reduced |
| Keebeck Wealth Management, LLC | 44,553 | $1.42M | 0.23% | +9,240+26.2% | Added |
| Qube Research & Technologies Ltd | 45,482 | $1.45M | 0.00% | +45,482 | New |
| Algert Global LLC | 46,610 | $1.48M | 0.06% | −6,920−12.9% | Reduced |
| ExodusPoint Capital Management, LP | 46,628 | $1.48M | 0.02% | +46,628 | New |
| Truist Financial Corp | 47,222 | $1.50M | 0.00% | −34,860−42.5% | Reduced |
| Susquehanna International Group, LLP | 48,258 | $1.54M | 0.00% | −90,125−65.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 48,658 | $1.55M | 0.01% | −29,261−37.6% | Reduced |
| Legal & General Group Plc | 49,575 | $1.58M | 0.00% | −259−0.5% | Reduced |
| Credit Suisse AG | 53,731 | $1.71M | 0.00% | +4,691+9.6% | Added |
| UBS Asset Management Americas Inc | 55,265 | $1.76M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 56,467 | $1.80M | 0.00% | −2,650−4.5% | Reduced |
| TD Asset Management Inc | 58,988 | $1.88M | 0.00% | −6,000−9.2% | Reduced |
| Norges Bank | 69,528 | $2.21M | 0.00% | −18,213−20.8% | Reduced |
| Rhumbline Advisers | 72,348 | $2.30M | 0.00% | −272−0.4% | Reduced |
| SEI Investments Co | 73,299 | $2.33M | 0.00% | −3,026−4.0% | Reduced |
| Point72 Asset Management, L.P. | 85,000 | $2.71M | 0.01% | +85,000 | New |
| Barclays PLC | 90,452 | $2.88M | 0.00% | +66,383+275.8% | Added |
| Swiss National Bank | 105,200 | $3.35M | 0.00% | −12,200−10.4% | Reduced |
| Goldman Sachs Group Inc | 126,688 | $4.03M | 0.00% | +31,262+32.8% | Added |
| Envestnet Asset Management Inc | 129,795 | $4.13M | 0.00% | −36,986−22.2% | Reduced |
| Public Employees Retirement System of Ohio | 152,995 | $4.87M | 0.02% | +114+0.1% | Added |
| National Bank of Canada | 164,516 | $5.20M | 0.01% | +70,454+74.9% | Added |
| Bamco Inc | 165,703 | $5.27M | 0.01% | +22,954+16.1% | Added |
| Invesco Ltd. | 168,139 | $5.35M | 0.00% | −553−0.3% | Reduced |
| Inherent Group, LP | 216,771 | $6.90M | 4.47% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 228,561 | $7.28M | 0.02% | +24,619+12.1% | Added |
| Bank of America Corp | 249,127 | $7.93M | 0.00% | −95,222−27.7% | Reduced |
| Segall Bryant & Hamill, LLC | 282,939 | $9.01M | 0.17% | +933+0.3% | Added |
| Lazard Asset Management LLC | 287,398 | $9.15M | 0.01% | +287,398 | New |
| Nuveen Asset Management, LLC | 326,705 | $10.4M | 0.00% | −124,414−27.6% | Reduced |