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, Q4 2025
Institutional positions in StepStone Group Inc. as of Dec 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
- 261
- +7 vs. Q3 2025
- Shares held
- 79.6M
- +5.66M (+7.6%) vs. Q3 2025
- Total value
- $5.11B
- +$279.6M (+5.8%) vs. Q3 2025
- New holders
- 37
- 108 more added
- Sold out
- 30
- 75 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Darwin Advisors, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Huntington National Bank | 1 | $64 | 0.00% | −4−80.0% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 1 | $64 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $92 | 0.00% | +1 | New |
| Root Financial Partners, LLC | 2 | $128 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $129 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $193 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $257 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $257 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 4 | $257 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $321 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 5 | $322 | 0.00% | +5 | New |
| IFP Advisors, Inc | 6 | $385 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $450 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 7 | $450 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 10 | $642 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $706 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $706 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $706 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 11 | $706 | 0.00% | +11 | New |
| SBI Securities Co., Ltd. | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $1.09K | 0.00% | +6+54.5% | Added |
| Golden State Wealth Management, LLC | 18 | $1.16K | 0.00% | +18 | New |
| MAI Capital Management | 18 | $1.16K | 0.00% | +18 | New |
| Whittier Trust Co | 18 | $1.27K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 22 | $1.41K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $1.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $2.37K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 38 | $2.44K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 43 | $2.76K | 0.00% | +1+2.4% | Added |
| Covestor Ltd | 41 | $3.00K | 0.00% | +38+1,266.7% | Added |
| Wolff Wiese Magana LLC | 48 | $3.08K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $3.21K | 0.00% | +39+354.5% | Added |
| First Pacific Financial | 61 | $3.92K | 0.00% | +61 | New |
| High Note Wealth, LLC | 65 | $4.17K | 0.00% | −7−9.7% | Reduced |
| Global Retirement Partners, LLC | 65 | $4.17K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 58 | $4.44K | 0.00% | +58 | New |
| Massmutual Trust Co FSB | 72 | $4.62K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 83 | $5.33K | 0.00% | −15−15.3% | Reduced |
| Bell Investment Advisors, Inc | 102 | $6.55K | 0.00% | +102 | New |
| Rothschild Investment LLC | 115 | $7.38K | 0.00% | −158−57.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 120 | $7.70K | 0.00% | −381−76.0% | Reduced |
| SageView Advisory Group, LLC | 140 | $8.98K | 0.00% | +140 | New |
| Allworth Financial LP | 164 | $10.5K | 0.00% | −38−18.8% | Reduced |
| Bare Financial Services, Inc | 171 | $11.0K | 0.00% | +26+17.9% | Added |
| Optiver Holding B.V. | 184 | $11.8K | 0.00% | −169−47.9% | Reduced |
| Parallel Advisors, LLC | 186 | $11.9K | 0.00% | +19+11.4% | Added |
| Jones Financial Companies LLLP | 227 | $14.6K | 0.00% | +141+164.0% | Added |
| Kemnay Advisory Services Inc. | 236 | $15.1K | 0.00% | +236 | New |
| Smartleaf Asset Management LLC | 247 | $16.0K | 0.00% | +113+84.3% | Added |
| SRS Capital Advisors, Inc. | 271 | $17.4K | 0.00% | +271 | New |
| Hantz Financial Services, Inc. | 289 | $19.0K | 0.00% | +133+85.3% | Added |
| Quarry LP | 300 | $19.3K | 0.00% | −214−41.6% | Reduced |
| Danske Bank A/S | 300 | $19.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 326 | $20.2K | 0.00% | +326 | New |
| Bessemer Group Inc | 365 | $24.0K | 0.00% | +186+103.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 368 | $24.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 382 | $24.5K | 0.00% | +115+43.1% | Added |
| Advisor Group Holdings, Inc. | 419 | $26.9K | 0.00% | −1,589−79.1% | Reduced |
| Salomon & Ludwin, LLC | 414 | $28.5K | 0.00% | +212+105.0% | Added |
| Larson Financial Group LLC | 451 | $28.9K | 0.00% | +119+35.8% | Added |
| Sterling Capital Management LLC | 452 | $29.0K | 0.00% | +283+167.5% | Added |
| Signaturefd, LLC | 482 | $30.9K | 0.00% | +53+12.4% | Added |
| Harvest Fund Management Co., Ltd | 512 | $33.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 527 | $33.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 544 | $34.9K | 0.00% | +201+58.6% | Added |
| Versant Capital Management, Inc | 661 | $42.4K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 780 | $50.0K | 0.00% | +250+47.2% | Added |
| Spire Wealth Management | 800 | $51.3K | 0.00% | +300+60.0% | Added |
| Whittier Trust Co of Nevada Inc | 780 | $55.1K | 0.00% | −15−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 948 | $60.8K | 0.00% | −1,596−62.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,013 | $65.0K | 0.00% | +97+10.6% | Added |
| Quest Partners LLC | 1,258 | $80.7K | 0.00% | −1,774−58.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,273 | $81.7K | 0.01% | +1,273 | New |
| GAMMA Investing LLC | 1,413 | $90.7K | 0.00% | +164+13.1% | Added |
| Quadrant Capital Group LLC | 1,423 | $91.3K | 0.00% | +303+27.1% | Added |
| Clearstead Advisors, LLC | 1,683 | $108.0K | 0.00% | +1,102+189.7% | Added |
| Tema ETFs LLC | 1,911 | $122.6K | 0.01% | +1,911 | New |
| CWM, LLC | 1,913 | $123.0K | 0.00% | +53+2.8% | Added |
| KBC Group NV | 2,537 | $163.0K | 0.00% | +586+30.0% | Added |
| US Bancorp | 2,724 | $174.8K | 0.00% | +2,515+1,203.3% | Added |
| EverSource Wealth Advisors, LLC | 2,790 | $179.1K | 0.01% | +347+14.2% | Added |
| Abel Hall, LLC | 3,126 | $200.6K | 0.05% | +3,126 | New |
| CIBC Asset Management Inc | 3,152 | $202.3K | 0.00% | −845−21.1% | Reduced |
| Crossmark Global Holdings, Inc. | 3,154 | $202.4K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,205 | $205.7K | 0.01% | −22−0.7% | Reduced |
| Swiss Life Asset Management Ltd | 3,254 | $208.8K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 3,447 | $221.2K | 0.00% | +3,447 | New |
| Atria Investments LLC | 3,499 | $224.6K | 0.00% | −288−7.6% | Reduced |
| Farther Finance Advisors, LLC | 3,585 | $230.0K | 0.00% | +2,949+463.7% | Added |
| Glenmede Trust Co NA | 3,597 | $230.8K | 0.00% | +3,597 | New |
| New Age Alpha Advisors, LLC | 3,599 | $230.9K | 0.01% | −466−11.5% | Reduced |
| VARCOV Co. | 3,705 | $237.8K | 0.09% | +3,705 | New |
| STRS Ohio | 4,100 | $263.1K | 0.00% | −500−10.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,137 | $265.5K | 0.00% | +446+12.1% | Added |
| Sanctuary Advisors, LLC | 4,203 | $269.7K | 0.00% | +92+2.2% | Added |
| Winton Group Ltd | 4,311 | $276.6K | 0.01% | −21,259−83.1% | Reduced |
| Mackenzie Financial Corp | 4,372 | $281.8K | 0.00% | −37−0.8% | Reduced |