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 2025
Institutional positions in StepStone Group Inc. as of Sep 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
- 258
- −8 vs. Q2 2025
- Shares held
- 74.0M
- +2.78M (+3.9%) vs. Q2 2025
- Total value
- $4.83B
- +$879.6M (+22.3%) vs. Q2 2025
- New holders
- 34
- 113 more added
- Sold out
- 42
- 64 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q2 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 |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Darwin Advisors, LLC | 0 | $9 | 0.00% | −821−100.0% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $64 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $65 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $131 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $196 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3 | $196 | 0.00% | +3 | New |
| Essential Partners LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $262 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $311 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $326 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $392 | 0.00% | +6 | Added |
| JFS Wealth Advisors, LLC | 7 | $458 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $523 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $653 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $683 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $718 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $718 | 0.00% | +11 | New |
| South State Corp. | 11 | $719 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $719 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $980 | 0.00% | +15 | New |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17 | $1.11K | 0.00% | −1−5.6% | Reduced |
| Whittier Trust Co | 18 | $1.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 28 | $1.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 38 | $2.48K | 0.00% | −192,264−100.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 38 | $2.48K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.74K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $3.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $4.25K | 0.00% | −16−19.8% | Reduced |
| Massmutual Trust Co FSB | 72 | $4.70K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 72 | $4.70K | 0.00% | +1+1.4% | Added |
| Jones Financial Companies LLLP | 86 | $5.63K | 0.00% | +50+138.9% | Added |
| Assetmark, Inc | 98 | $6.40K | 0.00% | +15+18.1% | Added |
| Smartleaf Asset Management LLC | 134 | $8.92K | 0.00% | +40+42.6% | Added |
| Bare Financial Services, Inc | 145 | $9.47K | 0.00% | +42+40.8% | Added |
| Hantz Financial Services, Inc. | 156 | $10.0K | 0.00% | +110+239.1% | Added |
| Parallel Advisors, LLC | 167 | $10.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 179 | $11.0K | 0.00% | −193−51.9% | Reduced |
| Sterling Capital Management LLC | 169 | $11.0K | 0.00% | +17+11.2% | Added |
| Rise Advisors, LLC | 171 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 179 | $12.0K | 0.00% | +103+135.5% | Added |
| Allworth Financial LP | 202 | $13.2K | 0.00% | +79+64.2% | Added |
| US Bancorp | 209 | $13.7K | 0.00% | +23+12.4% | Added |
| Salomon & Ludwin, LLC | 202 | $15.3K | 0.00% | +202 | New |
| Umb Bank N A | 267 | $17.4K | 0.00% | +62+30.2% | Added |
| Rothschild Investment LLC | 273 | $17.8K | 0.00% | +123+82.0% | Added |
| Danske Bank A/S | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 332 | $21.7K | 0.00% | −39−10.5% | Reduced |
| Fifth Third Bancorp | 343 | $22.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 359 | $23.0K | 0.00% | −292−44.9% | Reduced |
| Optiver Holding B.V. | 353 | $23.1K | 0.00% | +163+85.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 368 | $24.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 426 | $27.8K | 0.00% | +426 | New |
| Signaturefd, LLC | 429 | $28.0K | 0.00% | +51+13.5% | Added |
| Spire Wealth Management | 500 | $32.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 501 | $32.7K | 0.02% | +480+2,285.7% | Added |
| Harvest Fund Management Co., Ltd | 512 | $33.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 514 | $33.6K | 0.01% | +313+155.7% | Added |
| Steward Partners Investment Advisory, LLC | 527 | $34.4K | 0.00% | +410+350.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 541 | $35.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 530 | $35.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 581 | $37.9K | 0.00% | +326+127.8% | Added |
| Walleye Trading LLC | 597 | $39.0K | 0.00% | −1,428−70.5% | Reduced |
| Farther Finance Advisors, LLC | 636 | $41.6K | 0.00% | +25+4.1% | Added |
| Versant Capital Management, Inc | 661 | $43.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 795 | $53.2K | 0.00% | +52+7.0% | Added |
| Nisa Investment Advisors, LLC | 916 | $59.8K | 0.00% | +240+35.5% | Added |
| Quadrant Capital Group LLC | 1,120 | $73.1K | 0.00% | +1,120 | New |
| GAMMA Investing LLC | 1,249 | $81.6K | 0.00% | +131+11.7% | Added |
| CWM, LLC | 1,860 | $121.0K | 0.00% | +234+14.4% | Added |
| KBC Group NV | 1,951 | $127.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,008 | $130.9K | 0.00% | −215−9.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,443 | $159.5K | 0.01% | +1,207+97.7% | Added |
| Tower Research Capital LLC (TRC) | 2,544 | $166.1K | 0.00% | −6,264−71.1% | Reduced |
| Quest Partners LLC | 3,032 | $198.0K | 0.01% | −15,418−83.6% | Reduced |
| PharVision Advisers, LLC | 3,097 | $202.3K | 0.11% | +3,097 | New |
| Crossmark Global Holdings, Inc. | 3,154 | $206.0K | 0.00% | +3,154 | New |
| Profund Advisors LLC | 3,227 | $210.8K | 0.01% | +3,227 | New |
| Swiss Life Asset Management Ltd | 3,254 | $212.5K | 0.00% | +3,254 | New |
| Susquehanna Fundamental Investments, LLC | 3,380 | $220.7K | 0.01% | +3,380 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,691 | $241.1K | 0.00% | +28+0.8% | Added |
| Brevan Howard Capital Management LP | 3,746 | $244.7K | 0.00% | −24,161−86.6% | Reduced |
| Atria Investments LLC | 3,787 | $247.3K | 0.00% | −407−9.7% | Reduced |
| CIBC Asset Management Inc | 3,997 | $261.0K | 0.00% | +151+3.9% | Added |
| New Age Alpha Advisors, LLC | 4,065 | $265.5K | 0.01% | −94−2.3% | Reduced |
| Sanctuary Advisors, LLC | 4,111 | $268.5K | 0.00% | +4,111 | New |
| Mackenzie Financial Corp | 4,409 | $288.0K | 0.00% | +307+7.5% | Added |
| Federation des caisses Desjardins du Quebec | 4,465 | $291.6K | 0.00% | +4,465 | New |
| STRS Ohio | 4,600 | $300.4K | 0.00% | +1,500+48.4% | Added |
| Bank of Montreal | 4,875 | $318.4K | 0.00% | −5,852−54.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,958 | $323.8K | 0.00% | +1,958+65.3% | Added |
| Cim, LLC | 5,237 | $342.0K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 5,336 | $348.5K | 0.00% | +1,148+27.4% | Added |