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 2025
Institutional positions in StepStone Group Inc. as of Jun 30, 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
- 269
- +34 vs. Q1 2025
- Shares held
- 71.2M
- +1.42M (+2.0%) vs. Q1 2025
- Total value
- $3.95B
- +$312.0M (+8.6%) vs. Q1 2025
- New holders
- 58
- 87 more added
- Sold out
- 24
- 92 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $56 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $111 | 0.00% | −3−60.0% | Reduced |
| Abound Wealth Management | 3 | $167 | 0.00% | −1−25.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $222 | 0.00% | +4 | New |
| Essential Partners LLC | 4 | $222 | 0.00% | +4 | New |
| Huntington National Bank | 5 | $278 | 0.00% | −3−37.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $278 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $389 | 0.00% | −8−53.3% | Reduced |
| Atlantic Trust, LLC | 8 | $444 | 0.00% | +8 | New |
| WealthTrak Capital Management LLC | 10 | $555 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $555 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 11 | $611 | 0.00% | −8−42.1% | Reduced |
| South State Corp. | 11 | $611 | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 11 | $611 | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 11 | $642 | 0.00% | +11 | New |
| ORG Partners LLC | 15 | $832 | 0.00% | +15 | New |
| Whittier Trust Co | 18 | $999 | 0.00% | −18−50.0% | Reduced |
| SBI Securities Co., Ltd. | 18 | $999 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 21 | $1.17K | 0.00% | −1,441−98.6% | Reduced |
| True Wealth Design, LLC | 25 | $1.39K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 25 | $1.39K | 0.00% | +25 | New |
| North Capital, Inc. | 28 | $1.55K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $2.02K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 37 | $2.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 38 | $2.11K | 0.00% | +38 | New |
| Parkside Financial Bank & Trust | 42 | $2.33K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $2.66K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 46 | $3.00K | 0.00% | +27+142.1% | Added |
| High Note Wealth, LLC | 71 | $3.94K | 0.00% | +17+31.5% | Added |
| Massmutual Trust Co FSB | 72 | $4.00K | 0.00% | −68−48.6% | Reduced |
| Bessemer Group Inc | 76 | $4.00K | 0.00% | −66−46.5% | Reduced |
| Global Retirement Partners, LLC | 81 | $4.50K | 0.00% | +81 | New |
| Assetmark, Inc | 83 | $4.61K | 0.00% | +83 | New |
| Smartleaf Asset Management LLC | 94 | $5.28K | 0.00% | −82−46.6% | Reduced |
| Bare Financial Services, Inc | 103 | $5.72K | 0.00% | +76+281.5% | Added |
| Caitong International Asset Management Co., Ltd | 116 | $6.44K | 0.00% | +116 | New |
| Steward Partners Investment Advisory, LLC | 117 | $6.49K | 0.00% | −33−22.0% | Reduced |
| Allworth Financial LP | 123 | $6.83K | 0.00% | −21−14.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 121 | $7.42K | 0.00% | +121 | New |
| Rothschild Investment LLC | 150 | $8.32K | 0.00% | +25+20.0% | Added |
| Sterling Capital Management LLC | 152 | $8.44K | 0.00% | +83+120.3% | Added |
| Parallel Advisors, LLC | 167 | $9.27K | 0.00% | −4−2.3% | Reduced |
| Rise Advisors, LLC | 171 | $9.49K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 186 | $10.3K | 0.00% | −783−80.8% | Reduced |
| Optiver Holding B.V. | 190 | $10.5K | 0.00% | −62−24.6% | Reduced |
| Quarry LP | 201 | $11.2K | 0.00% | +90+81.1% | Added |
| Umb Bank N A | 205 | $11.4K | 0.00% | −49−19.3% | Reduced |
| SRS Capital Advisors, Inc. | 241 | $13.4K | 0.00% | +241 | New |
| Geneos Wealth Management Inc. | 250 | $13.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 255 | $14.2K | 0.00% | +87+51.8% | Added |
| Skopos Labs, Inc. | 273 | $15.2K | 0.00% | −47−14.7% | Reduced |
| IFP Advisors, Inc | 0 | $15.4K | 0.00% | −725−100.0% | Reduced |
| Danske Bank A/S | 300 | $16.6K | 0.00% | +300 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 312 | $17.3K | 0.00% | +312 | New |
| Park Square Financial Group, LLC | 320 | $17.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 343 | $19.0K | 0.00% | +130+61.0% | Added |
| Simplex Trading, LLC | 372 | $20.0K | 0.00% | +372 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 368 | $20.4K | 0.00% | +368 | New |
| Larson Financial Group LLC | 371 | $20.6K | 0.00% | +334+902.7% | Added |
| Signaturefd, LLC | 378 | $21.0K | 0.00% | +79+26.4% | Added |
| Spire Wealth Management | 500 | $27.8K | 0.00% | −300−37.5% | Reduced |
| Harvest Fund Management Co., Ltd | 512 | $28.0K | 0.00% | −24−4.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 530 | $29.0K | 0.00% | +530 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 541 | $30.0K | 0.00% | −1,294−70.5% | Reduced |
| Farther Finance Advisors, LLC | 611 | $33.9K | 0.00% | −127−17.2% | Reduced |
| Ci Investments Inc. | 651 | $36.0K | 0.00% | −209−24.3% | Reduced |
| Versant Capital Management, Inc | 661 | $36.7K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 676 | $37.5K | 0.00% | +99+17.2% | Added |
| Whittier Trust Co of Nevada Inc | 743 | $41.2K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 821 | $45.6K | 0.02% | −1,639−66.6% | Reduced |
| GAMMA Investing LLC | 1,118 | $62.0K | 0.00% | −51−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,236 | $68.6K | 0.00% | +950+332.2% | Added |
| Point72 Hong Kong Ltd | 1,400 | $77.7K | 0.01% | +1,400 | New |
| CWM, LLC | 1,626 | $90.0K | 0.00% | +26+1.6% | Added |
| Gen-Wealth Partners Inc | 1,691 | $93.9K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,829 | $101.5K | 0.00% | +857+88.2% | Added |
| KBC Group NV | 1,951 | $108.0K | 0.00% | −1,081−35.7% | Reduced |
| Walleye Trading LLC | 2,025 | $112.4K | 0.00% | +2,025 | New |
| Advisor Group Holdings, Inc. | 2,223 | $118.1K | 0.00% | +1,748+368.0% | Added |
| Russell Investments Group, Ltd. | 2,966 | $164.6K | 0.00% | +1,119+60.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,000 | $166.5K | 0.00% | −2,474−45.2% | Reduced |
| STRS Ohio | 3,100 | $172.1K | 0.00% | −11,400−78.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,663 | $202.5K | 0.00% | −990−21.3% | Reduced |
| R Squared Ltd | 3,683 | $204.4K | 0.11% | +3,683 | New |
| Ethic Inc. | 3,739 | $210.0K | 0.00% | +3,739 | New |
| Revisor Wealth Management LLC | 3,524 | $212.1K | 0.08% | +3,524 | New |
| CIBC Asset Management Inc | 3,846 | $213.5K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,102 | $227.7K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,125 | $228.9K | 0.00% | −30,034−87.9% | Reduced |
| New Age Alpha Advisors, LLC | 4,159 | $230.8K | 0.01% | +234+6.0% | Added |
| Keybank National Association | 4,188 | $232.4K | 0.00% | −652−13.5% | Reduced |
| Atria Investments LLC | 4,194 | $232.8K | 0.00% | −1,754−29.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,323 | $239.9K | 0.00% | −1,045−19.5% | Reduced |
| Quantinno Capital Management LP | 4,344 | $241.1K | 0.00% | +4,344 | New |
| Aigen Investment Management, LP | 4,358 | $241.9K | 0.03% | +4,358 | New |
| Oxford Asset Management LLP | 4,517 | $250.7K | 0.08% | +4,517 | New |
| FJ Capital Management LLC | 4,651 | $258.1K | 0.03% | +4,651 | New |