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, Q2 2024
Institutional positions in StepStone Group Inc. as of Jun 30, 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
- 187
- +47 vs. Q1 2024
- Shares held
- 60.7M
- +6.07M (+11.1%) vs. Q1 2024
- Total value
- $2.79B
- +$834.9M (+42.8%) vs. Q1 2024
- New holders
- 58
- 62 more added
- Sold out
- 11
- 49 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $46 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $230 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $322 | 0.00% | +3+75.0% | Added |
| Institutional & Family Asset Management, LLC | 13 | $597 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 13 | $597 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 15 | $689 | 0.00% | +8+114.3% | Added |
| Smartleaf Asset Management LLC | 17 | $776 | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 19 | $872 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $918 | 0.00% | +15+300.0% | Added |
| Venturi Wealth Management, LLC | 22 | $1.01K | 0.00% | +22 | New |
| SRS Capital Advisors, Inc. | 26 | $1.19K | 0.00% | +26 | New |
| AdvisorNet Financial, Inc | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 51 | $1.82K | 0.00% | +51 | New |
| Allworth Financial LP | 47 | $2.28K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 51 | $2.34K | 0.00% | +51 | New |
| Global Retirement Partners, LLC | 63 | $2.89K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 77 | $3.53K | 0.00% | +77 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $5.55K | 0.00% | +46+61.3% | Added |
| The PNC Financial Services Group, Inc. | 127 | $5.85K | 0.00% | +28+28.3% | Added |
| Russell Investments Group, Ltd. | 128 | $5.87K | 0.00% | +113+753.3% | Added |
| Parallel Advisors, LLC | 150 | $6.88K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 158 | $7.25K | 0.00% | +145+1,115.4% | Added |
| Whittier Trust Co | 163 | $7.48K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 170 | $7.80K | 0.00% | +170 | New |
| US Bancorp | 178 | $8.17K | 0.00% | +38+27.1% | Added |
| Lindbrook Capital, LLC | 203 | $9.32K | 0.00% | −59−22.5% | Reduced |
| Signaturefd, LLC | 204 | $9.36K | 0.00% | −25−10.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 291 | $13.4K | 0.00% | +291 | New |
| Benjamin F. Edwards & Company, Inc. | 323 | $15.0K | 0.00% | +184+132.4% | Added |
| SYSTM Wealth Solutions LLC | 362 | $16.6K | 0.00% | −166−31.4% | Reduced |
| CWM, LLC | 408 | $19.0K | 0.00% | +134+48.9% | Added |
| Hexagon Capital Partners LLC | 421 | $19.3K | 0.00% | +347+468.9% | Added |
| Quadrant Capital Group LLC | 495 | $22.7K | 0.00% | +134+37.1% | Added |
| Farther Finance Advisors, LLC | 561 | $25.6K | 0.00% | +57+11.3% | Added |
| EverSource Wealth Advisors, LLC | 512 | $25.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 602 | $27.6K | 0.00% | +5+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 743 | $34.1K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 805 | $36.9K | 0.02% | +805 | New |
| State of Wyoming | 1,121 | $51.4K | 0.01% | −70−5.9% | Reduced |
| Amundi | 1,268 | $58.2K | 0.00% | −200−13.6% | Reduced |
| KBC Group NV | 1,356 | $62.0K | 0.00% | +1,356 | New |
| SG Americas Securities, LLC | 2,408 | $111.0K | 0.00% | +2,408 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,563 | $118.0K | 0.00% | −1,610−38.6% | Reduced |
| EntryPoint Capital, LLC | 3,270 | $150.1K | 0.07% | +3,270 | New |
| Acadian Asset Management LLC | 4,501 | $206.0K | 0.00% | +4,501 | New |
| Bank of Montreal | 4,900 | $225.9K | 0.00% | +4,900 | New |
| Man Group plc | 4,971 | $228.1K | 0.00% | −5,154−50.9% | Reduced |
| HighTower Advisors, LLC | 5,015 | $229.0K | 0.00% | +5,015 | New |
| PDT Partners, LLC | 5,100 | $234.0K | 0.02% | +5,100 | New |
| Ameritas Investment Partners, Inc. | 5,363 | $246.1K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 5,617 | $257.7K | 0.00% | +5,617 | New |
| XTX Topco Ltd | 5,787 | $265.6K | 0.02% | +5,787 | New |
| Pictet Asset Management Holding SA | 5,872 | $269.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,013 | $276.0K | 0.00% | +2,050+51.7% | Added |
| Tudor Investment Corp Et Al | 6,068 | $278.5K | 0.00% | −98,130−94.2% | Reduced |
| HSBC Holdings PLC | 6,224 | $287.7K | 0.00% | +110+1.8% | Added |
| Versor Investments LP | 6,600 | $302.9K | 0.06% | +6,600 | New |
| Pearl River Capital, LLC | 6,841 | $313.9K | 0.05% | +6,841 | New |
| Atria Investments LLC | 7,083 | $325.1K | 0.00% | +7,083 | New |
| Cetera Investment Advisers | 7,313 | $335.6K | 0.00% | −3,387−31.7% | Reduced |
| Advisor Group Holdings, Inc. | 7,360 | $337.8K | 0.00% | +7,260+7,260.0% | Added |
| Neuberger Berman Group LLC | 7,453 | $342.0K | 0.00% | +798+12.0% | Added |
| Handelsbanken Fonder AB | 8,128 | $373.0K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 8,134 | $373.3K | 0.00% | +8,134 | New |
| ProShare Advisors LLC | 8,419 | $386.3K | 0.00% | −1,479−14.9% | Reduced |
| Mutual of America Capital Management LLC | 8,550 | $392.4K | 0.00% | +8,550 | New |
| Public Employees Retirement Association of Colorado | 8,563 | $393.0K | 0.00% | −943−9.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,815 | $404.5K | 0.01% | −4,817−35.3% | Reduced |
| Smith Group Asset Management, LLC | 8,821 | $404.8K | 0.04% | +8,821 | New |
| Balyasny Asset Management LLC | 9,291 | $426.4K | 0.00% | −9,291−50.0% | Reduced |
| Engineers Gate Manager LP | 10,530 | $483.2K | 0.01% | −10,113−49.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,600 | $486.0K | 0.00% | +10,600 | New |
| State of Tennessee, Treasury Department | 10,800 | $495.6K | 0.00% | +10,800 | New |
| Tower Research Capital LLC (TRC) | 11,090 | $508.9K | 0.01% | +10,616+2,239.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,209 | $514.4K | 0.00% | +11,209 | New |
| New York State Teachers Retirement System | 11,600 | $532.0K | 0.00% | +11,600 | New |
| Citadel Advisors LLC | 12,438 | $570.8K | 0.00% | +12,438 | New |
| Oregon Public Employees Retirement Fund | 12,600 | $578.2K | 0.01% | +12,600 | New |
| Algert Global LLC | 12,999 | $596.5K | 0.02% | +12,999 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 13,262 | $608.6K | 0.00% | +13,262 | New |
| AQR Capital Management LLC | 13,787 | $632.7K | 0.00% | +13,787 | New |
| Gsa Capital Partners LLP | 13,943 | $640.0K | 0.04% | +13,943 | New |
| Arizona State Retirement System | 15,281 | $701.2K | 0.00% | +1,195+8.5% | Added |
| State Board of Administration of Florida Retirement System | 15,409 | $707.1K | 0.00% | −2,950−16.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,510 | $711.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 15,674 | $719.0K | 0.05% | −12,905−45.2% | Reduced |
| Susquehanna International Group, LLP | 15,729 | $721.8K | 0.00% | −6,235−28.4% | Reduced |
| Raymond James & Associates | 15,974 | $733.0K | 0.00% | +3,410+27.1% | Added |
| Amalgamated Bank | 16,001 | $734.0K | 0.01% | +14,118+749.8% | Added |
| American Century Companies Inc | 16,003 | $734.4K | 0.00% | −1,920−10.7% | Reduced |
| Voya Investment Management LLC | 17,769 | $815.4K | 0.00% | +131+0.7% | Added |
| CIBC World Markets Inc. | 17,877 | $820.0K | 0.00% | +17,877 | New |
| Maryland State Retirement & Pension System | 18,137 | $832.3K | 0.02% | +18,137 | New |
| LPL Financial LLC | 18,359 | $842.5K | 0.00% | −3,501−16.0% | Reduced |
| Creative Planning | 18,674 | $857.0K | 0.00% | +5,794+45.0% | Added |
| Comerica Bank | 18,956 | $869.9K | 0.00% | +18,956 | New |
| Winton Group Ltd | 19,537 | $896.6K | 0.06% | +19,537 | New |
| STRS Ohio | 19,800 | $908.6K | 0.00% | −3,600−15.4% | Reduced |
| Yousif Capital Management, LLC | 20,797 | $954.4K | 0.01% | +20,797 | New |