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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 5,821 | $208.0K | 0.02% | +5,821 | New |
| Ameritas Investment Partners, Inc. | 5,363 | $191.7K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,173 | $149.0K | 0.00% | +4,173 | New |
| Royal Bank of Canada | 3,963 | $142.0K | 0.00% | −12,356−75.7% | Reduced |
| Quest Partners LLC | 3,451 | $123.3K | 0.02% | −10,426−75.1% | Reduced |
| Metropolitan Life Insurance Co | 2,883 | $103.0K | 0.00% | −256−8.2% | Reduced |
| Amalgamated Bank | 1,883 | $67.0K | 0.00% | −5,821−75.6% | Reduced |
| Amundi | 1,468 | $52.4K | 0.00% | +550+59.9% | Added |
| State of Wyoming | 1,191 | $42.6K | 0.01% | −311−20.7% | Reduced |
| Macquarie Group Ltd | 866 | $31.0K | 0.00% | +866 | New |
| Whittier Trust Co of Nevada Inc | 743 | $26.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 597 | $21.3K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 528 | $18.9K | 0.00% | +58+12.3% | Added |
| EverSource Wealth Advisors, LLC | 512 | $18.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 504 | $17.5K | 0.00% | −2−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 474 | $16.9K | 0.00% | −13,415−96.6% | Reduced |
| Quadrant Capital Group LLC | 361 | $12.9K | 0.00% | +82+29.4% | Added |
| Quantbot Technologies LP | 339 | $12.1K | 0.00% | −1,153−77.3% | Reduced |
| CWM, LLC | 274 | $10.0K | 0.00% | +19+7.5% | Added |
| Lindbrook Capital, LLC | 262 | $9.36K | 0.00% | +119+83.2% | Added |
| Signaturefd, LLC | 229 | $8.18K | 0.00% | +100+77.5% | Added |
| Whittier Trust Co | 163 | $5.82K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 150 | $5.36K | 0.00% | +70+87.5% | Added |
| US Bancorp | 140 | $5.00K | 0.00% | +62+79.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 139 | $5.00K | 0.00% | +139 | New |
| Advisor Group Holdings, Inc. | 100 | $3.61K | 0.00% | −23,594−99.6% | Reduced |
| The PNC Financial Services Group, Inc. | 99 | $3.53K | 0.00% | +18+22.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $2.68K | 0.00% | +75 | New |
| Hexagon Capital Partners LLC | 74 | $2.65K | 0.00% | +74 | New |
| Global Retirement Partners, LLC | 63 | $2.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $1.68K | 0.00% | −25−34.7% | Reduced |
| AdvisorNet Financial, Inc | 30 | $1.07K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 19 | $679 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15 | $547 | 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 |
| JFS Wealth Advisors, LLC | 7 | $251 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $179 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $143 | 0.00% | +1+33.3% | Added |
| Huntington National Bank | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Norges Bank | 0 | $0 | 0.00% | −69,528−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −48,658−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −46,628−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −46,610−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −32,479−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −24,242−100.0% | Sold out |
| Park Circle Co | 0 | $0 | 0.00% | −15,360−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,987−100.0% | Sold out |
| Spotlight Asset Group, Inc. | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |