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 2025
Institutional positions in StepStone Group Inc. as of Mar 31, 2025. 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
- 237
- −13 vs. Q4 2024
- Shares held
- 69.8M
- +1.89M (+2.8%) vs. Q4 2024
- Total value
- $3.64B
- −$293.8M (−7.5%) vs. Q4 2024
- New holders
- 30
- 105 more added
- Sold out
- 43
- 74 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −1,489−99.8% | Reduced |
| Hemington Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $209 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $262 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $262 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $313 | 0.00% | −2−25.0% | Reduced |
| Huntington National Bank | 8 | $418 | 0.00% | +7+700.0% | Added |
| CVA Family Office, LLC | 9 | $470 | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 10 | $523 | 0.00% | +5+100.0% | Added |
| JFS Wealth Advisors, LLC | 15 | $784 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 18 | $940 | 0.00% | −9−33.3% | Reduced |
| Fortitude Family Office, LLC | 19 | $992 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Stephens Consulting, LLC | 25 | $1.31K | 0.00% | +25 | New |
| True Wealth Design, LLC | 25 | $1.31K | 0.00% | +25 | New |
| Bare Financial Services, Inc | 27 | $1.41K | 0.00% | +27 | New |
| North Capital, Inc. | 28 | $1.46K | 0.00% | +28 | New |
| Boston Private Wealth LLC | 33 | $1.72K | 0.00% | +33 | New |
| Whittier Trust Co | 36 | $1.88K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $1.93K | 0.00% | +37 | New |
| Larson Financial Group LLC | 37 | $1.93K | 0.00% | +37 | New |
| Parkside Financial Bank & Trust | 42 | $2.19K | 0.00% | +36+600.0% | Added |
| Wolff Wiese Magana LLC | 48 | $2.51K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 54 | $2.82K | 0.00% | −3−5.3% | Reduced |
| Sterling Capital Management LLC | 69 | $3.60K | 0.00% | +2+3.0% | Added |
| Quarry LP | 111 | $5.80K | 0.00% | +70+170.7% | Added |
| Rothschild Investment LLC | 125 | $6.53K | 0.00% | +55+78.6% | Added |
| Bessemer Group Inc | 142 | $7.00K | 0.00% | +6+4.4% | Added |
| Quest Partners LLC | 137 | $7.16K | 0.00% | +1+0.7% | Added |
| Allworth Financial LP | 144 | $7.24K | 0.00% | +87+152.6% | Added |
| Massmutual Trust Co FSB | 140 | $7.31K | 0.00% | +122+677.8% | Added |
| Steward Partners Investment Advisory, LLC | 150 | $7.83K | 0.00% | −311−67.5% | Reduced |
| Clearstead Advisors, LLC | 168 | $8.78K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 171 | $8.93K | 0.00% | −6−3.4% | Reduced |
| Parallel Advisors, LLC | 171 | $8.93K | 0.00% | +17+11.0% | Added |
| Rise Advisors, LLC | 171 | $8.93K | 0.00% | +171 | New |
| Smartleaf Asset Management LLC | 176 | $9.12K | 0.00% | +49+38.6% | Added |
| Lindbrook Capital, LLC | 203 | $10.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 213 | $11.1K | 0.00% | +178+508.6% | Added |
| Geneos Wealth Management Inc. | 250 | $13.1K | 0.00% | +100+66.7% | Added |
| Optiver Holding B.V. | 252 | $13.2K | 0.00% | +252 | New |
| Umb Bank N A | 254 | $13.3K | 0.00% | +90+54.9% | Added |
| EverSource Wealth Advisors, LLC | 286 | $14.9K | 0.00% | +249+673.0% | Added |
| Signaturefd, LLC | 299 | $15.6K | 0.00% | +16+5.7% | Added |
| Skopos Labs, Inc. | 320 | $16.7K | 0.00% | +295+1,180.0% | Added |
| Park Square Financial Group, LLC | 320 | $16.7K | 0.01% | +320 | New |
| Amundi | 447 | $23.3K | 0.00% | −283−38.8% | Reduced |
| Advisor Group Holdings, Inc. | 475 | $24.9K | 0.00% | −141−22.9% | Reduced |
| Coldstream Capital Management Inc | 516 | $27.0K | 0.00% | +516 | New |
| Harvest Fund Management Co., Ltd | 536 | $28.0K | 0.00% | −3,304−86.0% | Reduced |
| Nisa Investment Advisors, LLC | 577 | $30.1K | 0.00% | −1,025−64.0% | Reduced |
| Versant Capital Management, Inc | 661 | $34.5K | 0.01% | +661 | New |
| IFP Advisors, Inc | 725 | $38.7K | 0.00% | +117+19.2% | Added |
| Whittier Trust Co of Nevada Inc | 743 | $38.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 738 | $39.8K | 0.00% | +164+28.6% | Added |
| Spire Wealth Management | 800 | $41.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 860 | $45.0K | 0.00% | +30+3.6% | Added |
| US Bancorp | 969 | $50.6K | 0.00% | +3+0.3% | Added |
| The PNC Financial Services Group, Inc. | 972 | $50.7K | 0.00% | +3+0.3% | Added |
| GAMMA Investing LLC | 1,169 | $61.1K | 0.00% | +325+38.5% | Added |
| Tower Research Capital LLC (TRC) | 1,387 | $72.4K | 0.00% | −7,347−84.1% | Reduced |
| Quadrant Capital Group LLC | 1,582 | $82.6K | 0.00% | +546+52.7% | Added |
| CWM, LLC | 1,600 | $84.0K | 0.00% | +196+14.0% | Added |
| Aster Capital Management (DIFC) Ltd | 1,462 | $88.0K | 0.02% | +1,462 | New |
| Gen-Wealth Partners Inc | 1,691 | $88.3K | 0.04% | +61+3.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,835 | $96.0K | 0.00% | −134−6.8% | Reduced |
| Russell Investments Group, Ltd. | 1,847 | $96.5K | 0.00% | +1,670+943.5% | Added |
| Darwin Advisors, LLC | 2,460 | $142.4K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 3,032 | $158.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,846 | $200.9K | 0.00% | −2−0.1% | Reduced |
| New Age Alpha Advisors, LLC | 3,925 | $205.0K | 0.01% | −5,801−59.6% | Reduced |
| United Services Automobile Association | 4,034 | $209.0K | 0.01% | +4,034 | New |
| Oppenheimer & Co Inc | 4,012 | $209.5K | 0.00% | −2,700−40.2% | Reduced |
| Vicus Capital | 4,020 | $210.0K | 0.02% | +359+9.8% | Added |
| Mackenzie Financial Corp | 4,102 | $214.2K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,653 | $241.0K | 0.00% | +1,060+29.5% | Added |
| Keybank National Association | 4,840 | $252.8K | 0.00% | −492−9.2% | Reduced |
| BNP Paribas Arbitrage, SA | 4,996 | $260.9K | 0.00% | −4,640−48.2% | Reduced |
| Xponance, Inc. | 5,048 | $263.7K | 0.00% | +398+8.6% | Added |
| O'Shaughnessy Asset Management, LLC | 5,368 | $280.4K | 0.00% | −859−13.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,474 | $283.6K | 0.00% | −3,238−37.2% | Reduced |
| Mariner, LLC | 5,467 | $285.5K | 0.00% | +670+14.0% | Added |
| Cetera Investment Advisers | 5,495 | $287.0K | 0.00% | +1,419+34.8% | Added |
| Allianz Asset Management GmbH | 5,600 | $292.5K | 0.00% | +500+9.8% | Added |
| Everence Capital Management Inc | 5,670 | $296.0K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 5,773 | $301.5K | 0.01% | +5,773 | New |
| Atria Investments LLC | 5,948 | $310.6K | 0.00% | +27+0.5% | Added |
| Evergreen Capital Management LLC | 6,143 | $320.8K | 0.01% | +1,471+31.5% | Added |
| Brevan Howard Capital Management LP | 6,250 | $326.4K | 0.01% | +6,250 | New |
| Ameritas Investment Partners, Inc. | 6,866 | $358.6K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,876 | $359.1K | 0.00% | +6,876 | New |
| Dark Forest Capital Management LP | 7,406 | $386.8K | 0.02% | +7,406 | New |
| Harvest Investment Services, LLC | 7,528 | $393.2K | 0.11% | −8,081−51.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,563 | $447.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,135 | $477.0K | 0.00% | +3,843+72.6% | Added |
| Teacher Retirement System of Texas | 9,555 | $499.1K | 0.00% | +9,555 | New |
| Mutual of America Capital Management LLC | 9,609 | $501.9K | 0.01% | +31+0.3% | Added |
| Bank of Montreal | 9,756 | $509.6K | 0.00% | +2,530+35.0% | Added |