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, Q4 2024
Institutional positions in StepStone Group Inc. as of Dec 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
- 252
- +48 vs. Q3 2024
- Shares held
- 68.2M
- +2.49M (+3.8%) vs. Q3 2024
- Total value
- $3.95B
- +$214.4M (+5.7%) vs. Q3 2024
- New holders
- 63
- 97 more added
- Sold out
- 15
- 63 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $58 | 0.00% | +1 | New |
| Abound Wealth Management | 4 | $232 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $290 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $290 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $290 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 6 | $348 | 0.00% | +6 | New |
| Van Hulzen Asset Management, LLC | 7 | $406 | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 8 | $463 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 15 | $869 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $1.04K | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 25 | $1.45K | 0.00% | +25 | New |
| SRS Capital Advisors, Inc. | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 27 | $1.56K | 0.00% | +27 | New |
| Fifth Third Bancorp | 35 | $2.03K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 36 | $2.08K | 0.00% | −127−77.9% | Reduced |
| EverSource Wealth Advisors, LLC | 37 | $2.14K | 0.00% | −485−92.9% | Reduced |
| Quarry LP | 41 | $2.37K | 0.00% | +41 | New |
| Wolff Wiese Magana LLC | 48 | $2.78K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 50 | $2.89K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 52 | $3.01K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 57 | $3.30K | 0.00% | +57 | New |
| Pittenger & Anderson Inc | 59 | $3.42K | 0.00% | +59 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61 | $3.53K | 0.00% | −8−11.6% | Reduced |
| Allworth Financial LP | 57 | $3.63K | 0.00% | +10+21.3% | Added |
| Global Retirement Partners, LLC | 63 | $3.65K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 67 | $3.88K | 0.00% | +4+6.3% | Added |
| Rothschild Investment LLC | 70 | $4.05K | 0.00% | +15+27.3% | Added |
| Exchange Traded Concepts, LLC | 88 | $5.09K | 0.00% | +88 | New |
| Smartleaf Asset Management LLC | 127 | $7.44K | 0.00% | +56+78.9% | Added |
| Quest Partners LLC | 136 | $7.87K | 0.00% | +121+806.7% | Added |
| Bessemer Group Inc | 136 | $8.00K | 0.00% | +71+109.2% | Added |
| Hillsdale Investment Management Inc. | 140 | $8.10K | 0.00% | −10−6.7% | Reduced |
| Geneos Wealth Management Inc. | 150 | $8.68K | 0.00% | +150 | New |
| Parallel Advisors, LLC | 154 | $8.91K | 0.00% | +4+2.7% | Added |
| Umb Bank N A | 164 | $9.49K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 168 | $9.72K | 0.00% | +91+118.2% | Added |
| Hexagon Capital Partners LLC | 177 | $10.2K | 0.00% | −21−10.6% | Reduced |
| Russell Investments Group, Ltd. | 177 | $10.2K | 0.00% | +5+2.9% | Added |
| Group One Trading, L.P. | 200 | $11.6K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 203 | $11.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 283 | $16.4K | 0.00% | +4+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 461 | $26.7K | 0.00% | +461 | New |
| Raleigh Capital Management Inc. | 500 | $28.9K | 0.01% | +500 | New |
| Farther Finance Advisors, LLC | 574 | $33.2K | 0.00% | +2+0.3% | Added |
| Advisor Group Holdings, Inc. | 616 | $35.7K | 0.00% | −8,280−93.1% | Reduced |
| IFP Advisors, Inc | 608 | $36.1K | 0.00% | +608 | New |
| Amundi | 730 | $42.3K | 0.00% | +154+26.7% | Added |
| Whittier Trust Co of Nevada Inc | 743 | $43.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 800 | $46.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 830 | $48.0K | 0.00% | +830 | New |
| GAMMA Investing LLC | 844 | $48.9K | 0.00% | +226+36.6% | Added |
| Caitong International Asset Management Co., Ltd | 875 | $50.6K | 0.05% | +875 | New |
| US Bancorp | 966 | $55.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 969 | $56.1K | 0.00% | +791+444.4% | Added |
| Quadrant Capital Group LLC | 1,036 | $60.0K | 0.00% | +109+11.8% | Added |
| Neo Ivy Capital Management | 1,137 | $65.0K | 0.01% | +1,137 | New |
| CWM, LLC | 1,404 | $81.0K | 0.00% | +219+18.5% | Added |
| Covestor Ltd | 1,492 | $86.0K | 0.05% | −522−25.9% | Reduced |
| R Squared Ltd | 1,570 | $90.9K | 0.09% | +1,570 | New |
| Nisa Investment Advisors, LLC | 1,602 | $92.7K | 0.00% | +1,000+166.1% | Added |
| Gen-Wealth Partners Inc | 1,630 | $94.3K | 0.04% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,969 | $114.0K | 0.00% | −1,506−43.3% | Reduced |
| Point72 (DIFC) Ltd | 2,295 | $132.8K | 0.01% | +2,295 | New |
| Darwin Advisors, LLC | 2,460 | $142.4K | 0.05% | +2,460 | New |
| KBC Group NV | 3,032 | $175.0K | 0.00% | +1,192+64.8% | Added |
| Profund Advisors LLC | 3,554 | $205.7K | 0.01% | +3,554 | New |
| Vicus Capital | 3,661 | $211.9K | 0.02% | +3,661 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,593 | $216.8K | 0.00% | +3,593 | New |
| Harvest Fund Management Co., Ltd | 3,840 | $222.0K | 0.01% | +2,731+246.3% | Added |
| CIBC Asset Management Inc | 3,848 | $222.7K | 0.00% | −880−18.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,995 | $231.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,025 | $233.0K | 0.02% | +4,025 | New |
| Cetera Investment Advisers | 4,076 | $235.9K | 0.00% | −2,131−34.3% | Reduced |
| Mackenzie Financial Corp | 4,102 | $237.4K | 0.00% | +4,102 | New |
| D.A. Davidson & Co. | 4,250 | $246.0K | 0.00% | +4,250 | New |
| State of Wyoming | 4,482 | $259.4K | 0.03% | +3,399+313.9% | Added |
| Bridgefront Capital, LLC | 4,612 | $266.9K | 0.09% | +4,612 | New |
| Xponance, Inc. | 4,650 | $269.1K | 0.00% | +612+15.2% | Added |
| Evergreen Capital Management LLC | 4,672 | $270.4K | 0.01% | +475+11.3% | Added |
| Mariner, LLC | 4,797 | $277.6K | 0.00% | +138+3.0% | Added |
| Pinnacle Associates Ltd | 4,914 | $284.4K | 0.00% | +4,914 | New |
| Allianz Asset Management GmbH | 5,100 | $295.2K | 0.00% | −4,800−48.5% | Reduced |
| Royal Bank of Canada | 5,292 | $307.0K | 0.00% | −1,768−25.0% | Reduced |
| Keybank National Association | 5,332 | $308.6K | 0.00% | +20+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 5,385 | $312.0K | 0.05% | +5,385 | New |
| Everence Capital Management Inc | 5,670 | $328.0K | 0.02% | −430−7.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,711 | $330.6K | 0.00% | +5,711 | New |
| Simplex Trading, LLC | 5,802 | $335.0K | 0.01% | +5,730+7,958.3% | Added |
| Atria Investments LLC | 5,921 | $342.7K | 0.00% | −1,221−17.1% | Reduced |
| CIBC World Markets Corp | 6,142 | $355.5K | 0.00% | +6,142 | New |
| O'Shaughnessy Asset Management, LLC | 6,227 | $360.4K | 0.00% | +2,035+48.5% | Added |
| Oppenheimer & Co Inc | 6,712 | $388.5K | 0.01% | +6,712 | New |
| Ameritas Investment Partners, Inc. | 6,866 | $397.4K | 0.01% | +569+9.0% | Added |
| Bank of Montreal | 7,226 | $418.2K | 0.00% | +1,125+18.4% | Added |
| L & S Advisors Inc | 7,433 | $430.2K | 0.05% | +7,433 | New |
| Hilltop Holdings Inc. | 7,614 | $440.7K | 0.03% | −522−6.4% | Reduced |