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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 651 | $36.0K | 0.00% | −209−24.3% | Reduced |
| Farther Finance Advisors, LLC | 611 | $33.9K | 0.00% | −127−17.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 541 | $30.0K | 0.00% | −1,294−70.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 530 | $29.0K | 0.00% | +530 | New |
| Harvest Fund Management Co., Ltd | 512 | $28.0K | 0.00% | −24−4.5% | Reduced |
| Spire Wealth Management | 500 | $27.8K | 0.00% | −300−37.5% | Reduced |
| Signaturefd, LLC | 378 | $21.0K | 0.00% | +79+26.4% | Added |
| Larson Financial Group LLC | 371 | $20.6K | 0.00% | +334+902.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 368 | $20.4K | 0.00% | +368 | New |
| Simplex Trading, LLC | 372 | $20.0K | 0.00% | +372 | New |
| Fifth Third Bancorp | 343 | $19.0K | 0.00% | +130+61.0% | Added |
| Park Square Financial Group, LLC | 320 | $17.8K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 312 | $17.3K | 0.00% | +312 | New |
| Danske Bank A/S | 300 | $16.6K | 0.00% | +300 | New |
| IFP Advisors, Inc | 0 | $15.4K | 0.00% | −725−100.0% | Reduced |
| Skopos Labs, Inc. | 273 | $15.2K | 0.00% | −47−14.7% | Reduced |
| Clearstead Advisors, LLC | 255 | $14.2K | 0.00% | +87+51.8% | Added |
| Geneos Wealth Management Inc. | 250 | $13.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $13.4K | 0.00% | +241 | New |
| Umb Bank N A | 205 | $11.4K | 0.00% | −49−19.3% | Reduced |
| Quarry LP | 201 | $11.2K | 0.00% | +90+81.1% | Added |
| Optiver Holding B.V. | 190 | $10.5K | 0.00% | −62−24.6% | Reduced |
| US Bancorp | 186 | $10.3K | 0.00% | −783−80.8% | Reduced |
| Rise Advisors, LLC | 171 | $9.49K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 167 | $9.27K | 0.00% | −4−2.3% | Reduced |
| Sterling Capital Management LLC | 152 | $8.44K | 0.00% | +83+120.3% | Added |
| Rothschild Investment LLC | 150 | $8.32K | 0.00% | +25+20.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 121 | $7.42K | 0.00% | +121 | New |
| Allworth Financial LP | 123 | $6.83K | 0.00% | −21−14.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 117 | $6.49K | 0.00% | −33−22.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 116 | $6.44K | 0.00% | +116 | New |
| Bare Financial Services, Inc | 103 | $5.72K | 0.00% | +76+281.5% | Added |
| Smartleaf Asset Management LLC | 94 | $5.28K | 0.00% | −82−46.6% | Reduced |
| Assetmark, Inc | 83 | $4.61K | 0.00% | +83 | New |
| Global Retirement Partners, LLC | 81 | $4.50K | 0.00% | +81 | New |
| Bessemer Group Inc | 76 | $4.00K | 0.00% | −66−46.5% | Reduced |
| Massmutual Trust Co FSB | 72 | $4.00K | 0.00% | −68−48.6% | Reduced |
| High Note Wealth, LLC | 71 | $3.94K | 0.00% | +17+31.5% | Added |
| Hantz Financial Services, Inc. | 46 | $3.00K | 0.00% | +27+142.1% | Added |
| Wolff Wiese Magana LLC | 48 | $2.66K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.33K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 38 | $2.11K | 0.00% | +38 | New |
| Farmers & Merchants Investments Inc | 37 | $2.05K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $2.02K | 0.00% | +36 | New |
| North Capital, Inc. | 28 | $1.55K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $1.39K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 25 | $1.39K | 0.00% | +25 | New |
| Aster Capital Management (DIFC) Ltd | 21 | $1.17K | 0.00% | −1,441−98.6% | Reduced |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 18 | $999 | 0.00% | −18−50.0% | Reduced |
| SBI Securities Co., Ltd. | 18 | $999 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 15 | $832 | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 11 | $642 | 0.00% | +11 | 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 |
| WealthTrak Capital Management LLC | 10 | $555 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $555 | 0.00% | +10 | New |
| Atlantic Trust, LLC | 8 | $444 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 7 | $389 | 0.00% | −8−53.3% | Reduced |
| Huntington National Bank | 5 | $278 | 0.00% | −3−37.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $278 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $222 | 0.00% | +4 | New |
| Essential Partners LLC | 4 | $222 | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $167 | 0.00% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $111 | 0.00% | −3−60.0% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −112,647−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −52,100−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −35,931−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −34,710−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −24,003−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −20,177−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −19,029−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −15,564−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −11,593−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,685−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −7,528−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,876−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,467−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,012−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −4,034−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |