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, Q3 2024
Institutional positions in StepStone Group Inc. as of Sep 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
- 208
- +24 vs. Q2 2024
- Shares held
- 66.5M
- +13.8M (+26.2%) vs. Q2 2024
- Total value
- $3.79B
- +$1.37B (+56.5%) vs. Q2 2024
- New holders
- 40
- 95 more added
- Sold out
- 16
- 52 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | +6 | New |
| Huntington National Bank | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $228 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $285 | 0.00% | −2−28.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $285 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $341 | 0.00% | +6 | New |
| Capital Performance Advisors LLP | 9 | $511 | 0.00% | +9 | New |
| Quest Partners LLC | 15 | $852 | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 15 | $853 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 19 | $1.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 26 | $1.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35 | $1.99K | 0.00% | +22+169.2% | Added |
| Allworth Financial LP | 47 | $2.67K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $2.73K | 0.00% | +48 | New |
| Venturi Wealth Management, LLC | 50 | $2.84K | 0.00% | +28+127.3% | Added |
| Jones Financial Companies LLLP | 52 | $2.98K | 0.00% | +52 | New |
| Rothschild Investment LLC | 55 | $3.13K | 0.00% | +35+175.0% | Added |
| Global Retirement Partners, LLC | 63 | $3.58K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 63 | $3.58K | 0.00% | +63 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69 | $3.92K | 0.00% | −52−43.0% | Reduced |
| Bessemer Group Inc | 65 | $4.00K | 0.00% | +65 | New |
| Simplex Trading, LLC | 72 | $4.00K | 0.00% | +72 | New |
| Smartleaf Asset Management LLC | 71 | $4.07K | 0.00% | +54+317.6% | Added |
| Clearstead Advisors, LLC | 77 | $4.38K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 150 | $8.53K | 0.00% | −20−11.8% | Reduced |
| Parallel Advisors, LLC | 150 | $8.53K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 163 | $9.26K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 164 | $9.32K | 0.00% | +113+221.6% | Added |
| Russell Investments Group, Ltd. | 172 | $9.78K | 0.00% | +44+34.4% | Added |
| The PNC Financial Services Group, Inc. | 178 | $10.1K | 0.00% | +51+40.2% | Added |
| Hexagon Capital Partners LLC | 198 | $11.3K | 0.00% | −223−53.0% | Reduced |
| Lindbrook Capital, LLC | 203 | $11.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 279 | $15.9K | 0.00% | +75+36.8% | Added |
| Cullen/Frost Bankers, Inc. | 291 | $16.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 522 | $29.7K | 0.00% | +10+2.0% | Added |
| Farther Finance Advisors, LLC | 572 | $32.5K | 0.00% | +11+2.0% | Added |
| Amundi | 576 | $32.7K | 0.00% | −692−54.6% | Reduced |
| Nisa Investment Advisors, LLC | 602 | $34.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 618 | $35.1K | 0.00% | +460+291.1% | Added |
| Ronald Blue Trust, Inc. | 860 | $39.5K | 0.00% | +809+1,586.3% | Added |
| Whittier Trust Co of Nevada Inc | 743 | $42.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 800 | $45.5K | 0.00% | +800 | New |
| Quadrant Capital Group LLC | 927 | $52.7K | 0.00% | +432+87.3% | Added |
| US Bancorp | 966 | $54.9K | 0.00% | +788+442.7% | Added |
| State of Wyoming | 1,083 | $61.5K | 0.01% | −38−3.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,109 | $63.0K | 0.00% | +1,109 | New |
| CWM, LLC | 1,185 | $67.0K | 0.00% | +777+190.4% | Added |
| Gen-Wealth Partners Inc | 1,630 | $99.9K | 0.04% | +825+102.5% | Added |
| KBC Group NV | 1,840 | $105.0K | 0.00% | +484+35.7% | Added |
| Covestor Ltd | 2,014 | $114.0K | 0.07% | +2,010+50,250.0% | Added |
| Acadian Asset Management LLC | 2,536 | $144.0K | 0.00% | −1,965−43.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,332 | $189.4K | 0.01% | −7,758−70.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,475 | $197.0K | 0.00% | +912+35.6% | Added |
| EntryPoint Capital, LLC | 3,955 | $224.8K | 0.13% | +685+20.9% | Added |
| Jacobs Levy Equity Management, Inc | 3,995 | $227.0K | 0.00% | +3,995 | New |
| Xponance, Inc. | 4,038 | $229.5K | 0.00% | +4,038 | New |
| Baader Bank INC | 4,100 | $233.0K | 0.02% | +4,100 | New |
| Aigen Investment Management, LP | 4,118 | $234.0K | 0.05% | +4,118 | New |
| Evergreen Capital Management LLC | 4,197 | $238.5K | 0.01% | +4,197 | New |
| O'Shaughnessy Asset Management, LLC | 4,192 | $251.4K | 0.00% | +4,192 | New |
| Mariner, LLC | 4,659 | $264.8K | 0.00% | −958−17.1% | Reduced |
| CIBC Asset Management Inc | 4,728 | $268.7K | 0.00% | +4,728 | New |
| Blair William & Co | 4,959 | $281.8K | 0.00% | +4,959 | New |
| Keybank National Association | 5,312 | $301.9K | 0.00% | +5,312 | New |
| Versor Investments LP | 5,600 | $318.2K | 0.05% | −1,000−15.2% | Reduced |
| Seven Eight Capital, LP | 6,010 | $341.5K | 0.03% | +6,010 | New |
| Everence Capital Management Inc | 6,100 | $347.0K | 0.02% | +6,100 | New |
| Bank of Montreal | 6,101 | $349.5K | 0.00% | +1,201+24.5% | Added |
| Cetera Investment Advisers | 6,207 | $352.7K | 0.00% | −1,106−15.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,297 | $357.9K | 0.01% | +934+17.4% | Added |
| Susquehanna International Group, LLP | 6,364 | $361.7K | 0.00% | −9,365−59.5% | Reduced |
| Royal Bank of Canada | 7,060 | $401.0K | 0.00% | +1,047+17.4% | Added |
| Atria Investments LLC | 7,142 | $405.9K | 0.01% | +59+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,200 | $412.4K | 0.00% | +7,200 | New |
| HSBC Holdings PLC | 7,424 | $426.1K | 0.00% | +1,200+19.3% | Added |
| Gsa Capital Partners LLP | 8,021 | $456.0K | 0.03% | −5,922−42.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,124 | $461.7K | 0.00% | +8,124 | New |
| Hilltop Holdings Inc. | 8,136 | $462.4K | 0.03% | +8,136 | New |
| Pictet Asset Management Holding SA | 8,354 | $474.8K | 0.00% | +2,482+42.3% | Added |
| Public Employees Retirement Association of Colorado | 8,563 | $487.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,896 | $505.6K | 0.00% | +1,536+20.9% | Added |
| Mutual of America Capital Management LLC | 9,421 | $535.4K | 0.01% | +871+10.2% | Added |
| Allianz Asset Management GmbH | 9,900 | $562.6K | 0.00% | +9,900 | New |
| Smith Group Asset Management, LLC | 10,965 | $623.1K | 0.05% | +2,144+24.3% | Added |
| SG Americas Securities, LLC | 12,024 | $683.0K | 0.00% | +9,616+399.3% | Added |
| FORA Capital, LLC | 12,610 | $716.6K | 0.08% | +12,610 | New |
| ProShare Advisors LLC | 12,982 | $737.8K | 0.00% | +4,563+54.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,395 | $761.2K | 0.00% | +2,186+19.5% | Added |
| New York State Teachers Retirement System | 14,673 | $834.0K | 0.00% | +3,073+26.5% | Added |
| Handelsbanken Fonder AB | 14,728 | $837.0K | 0.00% | +6,600+81.2% | Added |
| Oregon Public Employees Retirement Fund | 14,800 | $841.1K | 0.02% | +2,200+17.5% | Added |
| Moody National Bank Trust Division | 14,800 | $841.1K | 0.09% | +14,800 | New |
| Intech Investment Management LLC | 14,964 | $850.4K | 0.01% | +14,964 | New |
| Harbor Capital Advisors, Inc. | 15,087 | $857.0K | 0.04% | −587−3.7% | Reduced |
| AQR Capital Management LLC | 15,095 | $857.9K | 0.00% | +1,308+9.5% | Added |
| State Board of Administration of Florida Retirement System | 15,409 | $875.7K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,510 | $881.4K | 0.00% | 00.0% | Unchanged |
| FJ Capital Management LLC | 15,968 | $907.5K | 0.10% | +15,968 | New |