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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 353 | $23.1K | 0.00% | +163+85.8% | Added |
| Ci Investments Inc. | 359 | $23.0K | 0.00% | −292−44.9% | Reduced |
| Fifth Third Bancorp | 343 | $22.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 332 | $21.7K | 0.00% | −39−10.5% | Reduced |
| Danske Bank A/S | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 273 | $17.8K | 0.00% | +123+82.0% | Added |
| Umb Bank N A | 267 | $17.4K | 0.00% | +62+30.2% | Added |
| Salomon & Ludwin, LLC | 202 | $15.3K | 0.00% | +202 | New |
| US Bancorp | 209 | $13.7K | 0.00% | +23+12.4% | Added |
| Allworth Financial LP | 202 | $13.2K | 0.00% | +79+64.2% | Added |
| Bessemer Group Inc | 179 | $12.0K | 0.00% | +103+135.5% | Added |
| Rise Advisors, LLC | 171 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 169 | $11.0K | 0.00% | +17+11.2% | Added |
| Simplex Trading, LLC | 179 | $11.0K | 0.00% | −193−51.9% | Reduced |
| Parallel Advisors, LLC | 167 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 156 | $10.0K | 0.00% | +110+239.1% | Added |
| Bare Financial Services, Inc | 145 | $9.47K | 0.00% | +42+40.8% | Added |
| Smartleaf Asset Management LLC | 134 | $8.92K | 0.00% | +40+42.6% | Added |
| Assetmark, Inc | 98 | $6.40K | 0.00% | +15+18.1% | Added |
| Jones Financial Companies LLLP | 86 | $5.63K | 0.00% | +50+138.9% | Added |
| 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 |
| Global Retirement Partners, LLC | 65 | $4.25K | 0.00% | −16−19.8% | Reduced |
| Wolff Wiese Magana LLC | 48 | $3.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.74K | 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 |
| Farmers & Merchants Investments Inc | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 28 | $1.83K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $1.63K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 18 | $1.21K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17 | $1.11K | 0.00% | −1−5.6% | Reduced |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $980 | 0.00% | +15 | New |
| South State Corp. | 11 | $719 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $719 | 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 |
| Hughes Financial Services, LLC | 11 | $683 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $653 | 0.00% | +10 | New |
| Atlantic Trust, LLC | 8 | $523 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $458 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $392 | 0.00% | +6 | Added |
| Huntington National Bank | 5 | $326 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $311 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $262 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $196 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3 | $196 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $131 | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 1 | $65 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $64 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $9 | 0.00% | −821−100.0% | Reduced |
| 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 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −131,906−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −129,869−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −87,859−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −62,399−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −38,942−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,610−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −32,884−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −21,339−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,989−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,049−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,606−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,206−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,262−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −10,287−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −8,499−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,209−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −7,193−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,779−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,094−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −5,184−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −4,651−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −4,517−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −3,524−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −3,739−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |