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 2024
Institutional positions in StepStone Group Inc. as of Mar 31, 2024. 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
- 141
- +16 vs. Q4 2023
- Shares held
- 54.7M
- +2.89M (+5.6%) vs. Q4 2023
- Total value
- $1.95B
- +$305.3M (+18.5%) vs. Q4 2023
- New holders
- 28
- 50 more added
- Sold out
- 12
- 42 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $36 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $143 | 0.00% | +1+33.3% | Added |
| Rothschild Investment LLC | 5 | $179 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 7 | $251 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 13 | $465 | 0.00% | +13 | New |
| GAMMA Investing LLC | 13 | $465 | 0.00% | +13 | New |
| Russell Investments Group, Ltd. | 15 | $547 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $679 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $1.07K | 0.00% | +30 | New |
| Allworth Financial LP | 47 | $1.68K | 0.00% | −25−34.7% | Reduced |
| Global Retirement Partners, LLC | 63 | $2.25K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 74 | $2.65K | 0.00% | +74 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $2.68K | 0.00% | +75 | New |
| The PNC Financial Services Group, Inc. | 99 | $3.53K | 0.00% | +18+22.2% | Added |
| Advisor Group Holdings, Inc. | 100 | $3.61K | 0.00% | −23,594−99.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 139 | $5.00K | 0.00% | +139 | New |
| US Bancorp | 140 | $5.00K | 0.00% | +62+79.5% | Added |
| Parallel Advisors, LLC | 150 | $5.36K | 0.00% | +70+87.5% | Added |
| Whittier Trust Co | 163 | $5.82K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 229 | $8.18K | 0.00% | +100+77.5% | Added |
| Lindbrook Capital, LLC | 262 | $9.36K | 0.00% | +119+83.2% | Added |
| CWM, LLC | 274 | $10.0K | 0.00% | +19+7.5% | Added |
| Quantbot Technologies LP | 339 | $12.1K | 0.00% | −1,153−77.3% | Reduced |
| Quadrant Capital Group LLC | 361 | $12.9K | 0.00% | +82+29.4% | Added |
| Tower Research Capital LLC (TRC) | 474 | $16.9K | 0.00% | −13,415−96.6% | Reduced |
| Farther Finance Advisors, LLC | 504 | $17.5K | 0.00% | −2−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 512 | $18.5K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 528 | $18.9K | 0.00% | +58+12.3% | Added |
| Nisa Investment Advisors, LLC | 597 | $21.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 743 | $26.5K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 866 | $31.0K | 0.00% | +866 | New |
| State of Wyoming | 1,191 | $42.6K | 0.01% | −311−20.7% | Reduced |
| Amundi | 1,468 | $52.4K | 0.00% | +550+59.9% | Added |
| Amalgamated Bank | 1,883 | $67.0K | 0.00% | −5,821−75.6% | Reduced |
| Metropolitan Life Insurance Co | 2,883 | $103.0K | 0.00% | −256−8.2% | Reduced |
| Quest Partners LLC | 3,451 | $123.3K | 0.02% | −10,426−75.1% | Reduced |
| Royal Bank of Canada | 3,963 | $142.0K | 0.00% | −12,356−75.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,173 | $149.0K | 0.00% | +4,173 | New |
| Ameritas Investment Partners, Inc. | 5,363 | $191.7K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,821 | $208.0K | 0.02% | +5,821 | New |
| Pictet Asset Management Holding SA | 5,872 | $209.9K | 0.00% | +5,872 | New |
| HSBC Holdings PLC | 6,114 | $218.5K | 0.00% | +6,114 | New |
| Neuberger Berman Group LLC | 6,655 | $237.8K | 0.00% | −175−2.6% | Reduced |
| MQS Management LLC | 6,805 | $243.2K | 0.14% | +6,805 | New |
| Omers Administration Corp | 7,000 | $250.2K | 0.00% | +7,000 | New |
| Handelsbanken Fonder AB | 8,128 | $290.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 9,093 | $325.0K | 0.00% | −15,408−62.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,145 | $327.0K | 0.03% | +9,145 | New |
| Dark Forest Capital Management LP | 9,369 | $334.8K | 0.06% | +9,369 | New |
| Public Employees Retirement Association of Colorado | 9,506 | $340.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,898 | $353.8K | 0.00% | +963+10.8% | Added |
| Man Group plc | 10,125 | $361.9K | 0.00% | +10,125 | New |
| Cetera Investment Advisers | 10,700 | $382.4K | 0.00% | +10,700 | New |
| State Board of Administration of Florida Retirement System | 18,359 | $445.6K | 0.00% | +2,950+19.1% | Added |
| Raymond James & Associates | 12,564 | $449.0K | 0.00% | +12,564 | New |
| Creative Planning | 12,880 | $460.3K | 0.00% | +4,661+56.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,632 | $487.2K | 0.01% | −456,784−97.1% | Reduced |
| Arizona State Retirement System | 14,086 | $503.4K | 0.00% | −844−5.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,510 | $554.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 23,922 | $572.7K | 0.00% | −722−2.9% | Reduced |
| Voya Investment Management LLC | 17,638 | $630.4K | 0.00% | −3,816−17.8% | Reduced |
| American Century Companies Inc | 17,923 | $640.6K | 0.00% | −1,054−5.6% | Reduced |
| Balyasny Asset Management LLC | 18,582 | $664.1K | 0.00% | −15,079−44.8% | Reduced |
| Victory Capital Management Inc | 19,321 | $690.5K | 0.00% | +2,919+17.8% | Added |
| First Trust Advisors LP | 19,857 | $709.7K | 0.00% | +19,857 | New |
| Engineers Gate Manager LP | 20,643 | $737.8K | 0.02% | +20,643 | New |
| Alps Advisors Inc | 20,800 | $743.4K | 0.01% | −800−3.7% | Reduced |
| LPL Financial LLC | 21,860 | $781.3K | 0.00% | +427+2.0% | Added |
| Susquehanna International Group, LLP | 21,964 | $785.0K | 0.00% | −26,294−54.5% | Reduced |
| STRS Ohio | 23,400 | $836.0K | 0.00% | +23,400 | New |
| Janus Henderson Group PLC | 24,670 | $880.9K | 0.00% | +90.0% | Added |
| Deutsche Bank AG | 25,872 | $924.7K | 0.00% | −1,671−6.1% | Reduced |
| Natixis Advisors, L.P. | 26,584 | $950.0K | 0.00% | −3,380−11.3% | Reduced |
| Principal Financial Group Inc | 26,719 | $954.9K | 0.00% | −3,147−10.5% | Reduced |
| American International Group, Inc. | 27,152 | $970.4K | 0.00% | +322+1.2% | Added |
| Harbor Capital Advisors, Inc. | 28,579 | $1.02M | 0.13% | −5,207−15.4% | Reduced |
| MetLife Investment Management | 28,633 | $1.02M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 29,216 | $1.04M | 0.00% | +29,216 | New |
| Jane Street Group, LLC | 30,062 | $1.07M | 0.00% | +15,059+100.4% | Added |
| Manufacturers Life Insurance Company, The | 30,887 | $1.10M | 0.00% | +3,473+12.7% | Added |
| FIL Ltd | 35,350 | $1.26M | 0.00% | +29,421+496.2% | Added |
| Pathstone Holdings, LLC | 35,775 | $1.28M | 0.01% | +35,775 | New |
| Oppenheimer Asset Management Inc. | 36,225 | $1.29M | 0.02% | +2,587+7.7% | Added |
| Truist Financial Corp | 44,939 | $1.61M | 0.00% | −2,283−4.8% | Reduced |
| Keebeck Wealth Management, LLC | 46,323 | $1.66M | 0.24% | +1,770+4.0% | Added |
| Legal & General Group Plc | 50,051 | $1.79M | 0.00% | +476+1.0% | Added |
| Los Angeles Capital Management LLC | 50,099 | $1.79M | 0.01% | +21,354+74.3% | Added |
| Credit Suisse AG | 50,812 | $1.82M | 0.00% | −2,919−5.4% | Reduced |
| California State Teachers Retirement System | 51,634 | $1.85M | 0.00% | −4,833−8.6% | Reduced |
| Barclays PLC | 55,050 | $1.97M | 0.00% | −35,402−39.1% | Reduced |
| UBS Asset Management Americas Inc | 55,265 | $1.98M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 58,988 | $2.11M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 62,371 | $2.23M | 0.00% | +37,513+150.9% | Added |
| Wells Fargo & Company | 66,718 | $2.38M | 0.00% | +48,963+275.8% | Added |
| SEI Investments Co | 67,143 | $2.40M | 0.00% | −6,156−8.4% | Reduced |
| UBS Group AG | 67,969 | $2.43M | 0.00% | +29,401+76.2% | Added |
| Rhumbline Advisers | 74,704 | $2.67M | 0.00% | +2,356+3.3% | Added |
| Point72 Asset Management, L.P. | 83,596 | $2.99M | 0.01% | −1,404−1.7% | Reduced |
| Swiss National Bank | 101,200 | $3.62M | 0.00% | −4,000−3.8% | Reduced |