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 |
|---|---|---|---|---|---|
| Private Advisory Group LLC | 19,507 | $1.11M | 0.14% | +19,507 | New |
| New York State Common Retirement Fund | 19,254 | $1.09M | 0.00% | −33,000−63.2% | Reduced |
| Voya Investment Management LLC | 19,097 | $1.09M | 0.00% | +1,328+7.5% | Added |
| Amalgamated Bank | 18,453 | $1.05M | 0.01% | +2,452+15.3% | Added |
| CIBC World Markets Inc. | 17,654 | $1.00M | 0.00% | −223−1.2% | Reduced |
| LPL Financial LLC | 17,057 | $969.3K | 0.00% | −1,302−7.1% | Reduced |
| Arizona State Retirement System | 16,626 | $944.9K | 0.01% | +1,345+8.8% | Added |
| Engineers Gate Manager LP | 16,488 | $937.0K | 0.02% | +5,958+56.6% | Added |
| FJ Capital Management LLC | 15,968 | $907.5K | 0.10% | +15,968 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,510 | $881.4K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,409 | $875.7K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 15,095 | $857.9K | 0.00% | +1,308+9.5% | Added |
| Harbor Capital Advisors, Inc. | 15,087 | $857.0K | 0.04% | −587−3.7% | Reduced |
| Intech Investment Management LLC | 14,964 | $850.4K | 0.01% | +14,964 | New |
| 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 |
| Handelsbanken Fonder AB | 14,728 | $837.0K | 0.00% | +6,600+81.2% | Added |
| New York State Teachers Retirement System | 14,673 | $834.0K | 0.00% | +3,073+26.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,395 | $761.2K | 0.00% | +2,186+19.5% | Added |
| ProShare Advisors LLC | 12,982 | $737.8K | 0.00% | +4,563+54.2% | Added |
| FORA Capital, LLC | 12,610 | $716.6K | 0.08% | +12,610 | New |
| SG Americas Securities, LLC | 12,024 | $683.0K | 0.00% | +9,616+399.3% | Added |
| Smith Group Asset Management, LLC | 10,965 | $623.1K | 0.05% | +2,144+24.3% | Added |
| Allianz Asset Management GmbH | 9,900 | $562.6K | 0.00% | +9,900 | New |
| Mutual of America Capital Management LLC | 9,421 | $535.4K | 0.01% | +871+10.2% | Added |
| Advisor Group Holdings, Inc. | 8,896 | $505.6K | 0.00% | +1,536+20.9% | Added |
| Public Employees Retirement Association of Colorado | 8,563 | $487.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,354 | $474.8K | 0.00% | +2,482+42.3% | Added |
| Hilltop Holdings Inc. | 8,136 | $462.4K | 0.03% | +8,136 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,124 | $461.7K | 0.00% | +8,124 | New |
| Gsa Capital Partners LLP | 8,021 | $456.0K | 0.03% | −5,922−42.5% | Reduced |
| HSBC Holdings PLC | 7,424 | $426.1K | 0.00% | +1,200+19.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,200 | $412.4K | 0.00% | +7,200 | New |
| Atria Investments LLC | 7,142 | $405.9K | 0.01% | +59+0.8% | Added |
| Royal Bank of Canada | 7,060 | $401.0K | 0.00% | +1,047+17.4% | Added |
| Susquehanna International Group, LLP | 6,364 | $361.7K | 0.00% | −9,365−59.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,297 | $357.9K | 0.01% | +934+17.4% | Added |
| Cetera Investment Advisers | 6,207 | $352.7K | 0.00% | −1,106−15.1% | Reduced |
| Bank of Montreal | 6,101 | $349.5K | 0.00% | +1,201+24.5% | Added |
| Everence Capital Management Inc | 6,100 | $347.0K | 0.02% | +6,100 | New |
| Seven Eight Capital, LP | 6,010 | $341.5K | 0.03% | +6,010 | New |
| Versor Investments LP | 5,600 | $318.2K | 0.05% | −1,000−15.2% | Reduced |
| Keybank National Association | 5,312 | $301.9K | 0.00% | +5,312 | New |
| Blair William & Co | 4,959 | $281.8K | 0.00% | +4,959 | New |
| CIBC Asset Management Inc | 4,728 | $268.7K | 0.00% | +4,728 | New |
| Mariner, LLC | 4,659 | $264.8K | 0.00% | −958−17.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,192 | $251.4K | 0.00% | +4,192 | New |
| Evergreen Capital Management LLC | 4,197 | $238.5K | 0.01% | +4,197 | New |
| Aigen Investment Management, LP | 4,118 | $234.0K | 0.05% | +4,118 | New |
| Baader Bank INC | 4,100 | $233.0K | 0.02% | +4,100 | New |
| Xponance, Inc. | 4,038 | $229.5K | 0.00% | +4,038 | New |
| Jacobs Levy Equity Management, Inc | 3,995 | $227.0K | 0.00% | +3,995 | New |
| EntryPoint Capital, LLC | 3,955 | $224.8K | 0.13% | +685+20.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,475 | $197.0K | 0.00% | +912+35.6% | Added |
| Tower Research Capital LLC (TRC) | 3,332 | $189.4K | 0.01% | −7,758−70.0% | Reduced |
| Acadian Asset Management LLC | 2,536 | $144.0K | 0.00% | −1,965−43.7% | Reduced |
| Covestor Ltd | 2,014 | $114.0K | 0.07% | +2,010+50,250.0% | Added |
| KBC Group NV | 1,840 | $105.0K | 0.00% | +484+35.7% | Added |
| Gen-Wealth Partners Inc | 1,630 | $99.9K | 0.04% | +825+102.5% | Added |
| CWM, LLC | 1,185 | $67.0K | 0.00% | +777+190.4% | Added |
| Harvest Fund Management Co., Ltd | 1,109 | $63.0K | 0.00% | +1,109 | New |
| State of Wyoming | 1,083 | $61.5K | 0.01% | −38−3.4% | Reduced |
| US Bancorp | 966 | $54.9K | 0.00% | +788+442.7% | Added |
| Quadrant Capital Group LLC | 927 | $52.7K | 0.00% | +432+87.3% | Added |
| Spire Wealth Management | 800 | $45.5K | 0.00% | +800 | New |
| Whittier Trust Co of Nevada Inc | 743 | $42.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 860 | $39.5K | 0.00% | +809+1,586.3% | Added |
| GAMMA Investing LLC | 618 | $35.1K | 0.00% | +460+291.1% | Added |
| Nisa Investment Advisors, LLC | 602 | $34.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 576 | $32.7K | 0.00% | −692−54.6% | Reduced |
| Farther Finance Advisors, LLC | 572 | $32.5K | 0.00% | +11+2.0% | Added |
| EverSource Wealth Advisors, LLC | 522 | $29.7K | 0.00% | +10+2.0% | Added |
| Cullen/Frost Bankers, Inc. | 291 | $16.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 279 | $15.9K | 0.00% | +75+36.8% | Added |
| Lindbrook Capital, LLC | 203 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 198 | $11.3K | 0.00% | −223−53.0% | Reduced |
| The PNC Financial Services Group, Inc. | 178 | $10.1K | 0.00% | +51+40.2% | Added |
| Russell Investments Group, Ltd. | 172 | $9.78K | 0.00% | +44+34.4% | Added |
| Umb Bank N A | 164 | $9.32K | 0.00% | +113+221.6% | Added |
| Whittier Trust Co | 163 | $9.26K | 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 |
| Clearstead Advisors, LLC | 77 | $4.38K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 71 | $4.07K | 0.00% | +54+317.6% | Added |
| Bessemer Group Inc | 65 | $4.00K | 0.00% | +65 | New |
| Simplex Trading, LLC | 72 | $4.00K | 0.00% | +72 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69 | $3.92K | 0.00% | −52−43.0% | Reduced |
| Global Retirement Partners, LLC | 63 | $3.58K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 63 | $3.58K | 0.00% | +63 | New |
| Rothschild Investment LLC | 55 | $3.13K | 0.00% | +35+175.0% | Added |
| Jones Financial Companies LLLP | 52 | $2.98K | 0.00% | +52 | New |
| Venturi Wealth Management, LLC | 50 | $2.84K | 0.00% | +28+127.3% | Added |
| Wolff Wiese Magana LLC | 48 | $2.73K | 0.00% | +48 | New |
| Allworth Financial LP | 47 | $2.67K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35 | $1.99K | 0.00% | +22+169.2% | Added |
| AdvisorNet Financial, Inc | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 26 | $1.48K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $1.08K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 15 | $853 | 0.00% | 00.0% | Unchanged |