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, Q1 2026
Institutional positions in StepStone Group Inc. as of Mar 31, 2026. 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
- 263
- +8 vs. Q4 2025
- Shares held
- 82.0M
- +11.7M (+16.7%) vs. Q4 2025
- Total value
- $3.98B
- −$529.6M (−11.8%) vs. Q4 2025
- New holders
- 60
- 100 more added
- Sold out
- 52
- 78 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding StepStone Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 1 | $48 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $95 | 0.00% | −9−81.8% | Reduced |
| Harbour Investments, Inc. | 2 | $95 | 0.00% | −1−33.3% | Reduced |
| TD Private Client Wealth LLC | 3 | $143 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $144 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $191 | 0.00% | +2+100.0% | Added |
| Ronald Blue Trust, Inc. | 4 | $191 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 5 | $239 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 7 | $334 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 7 | $335 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $525 | 0.00% | +9+450.0% | Added |
| Advisory Services Network, LLC | 11 | $525 | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 11 | $525 | 0.00% | +11 | New |
| TopTier Wealth Management, LLC | 11 | $525 | 0.00% | +11 | New |
| CVA Family Office, LLC | 13 | $620 | 0.00% | +13 | New |
| JPL Wealth Management, LLC | 15 | $716 | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 17 | $811 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $859 | 0.00% | +17+1,700.0% | Added |
| Fortitude Family Office, LLC | 19 | $907 | 0.00% | +8+72.7% | Added |
| Picton Mahoney Asset Management | 22 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $1.05K | 0.00% | +22 | New |
| Assetmark, Inc | 28 | $1.34K | 0.00% | −55−66.3% | Reduced |
| MAI Capital Management | 34 | $1.62K | 0.00% | +16+88.9% | Added |
| Farmers & Merchants Investments Inc | 37 | $1.77K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 38 | $1.81K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 43 | $2.05K | 0.00% | +43 | New |
| First Pacific Financial | 48 | $2.29K | 0.00% | −13−21.3% | Reduced |
| Wolff Wiese Magana LLC | 48 | $2.29K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 62 | $2.96K | 0.00% | +58+1,450.0% | Added |
| Salomon & Ludwin, LLC | 66 | $3.10K | 0.00% | −348−84.1% | Reduced |
| Zions Bancorporation, National Association | 68 | $3.25K | 0.00% | +68 | New |
| Massmutual Trust Co FSB | 73 | $3.48K | 0.00% | +1+1.4% | Added |
| True Wealth Design, LLC | 81 | $3.87K | 0.00% | +56+224.0% | Added |
| IFP Advisors, Inc | 85 | $4.06K | 0.00% | +79+1,316.7% | Added |
| Crews Bank & Trust | 85 | $4.06K | 0.00% | +85 | New |
| Rothschild Investment LLC | 91 | $4.34K | 0.00% | −24−20.9% | Reduced |
| Bare Financial Services, Inc | 98 | $4.68K | 0.00% | −73−42.7% | Reduced |
| Danske Bank A/S | 100 | $4.77K | 0.00% | −200−66.7% | Reduced |
| Covestor Ltd | 129 | $6.00K | 0.00% | +88+214.6% | Added |
| Parallel Advisors, LLC | 162 | $7.73K | 0.00% | −24−12.9% | Reduced |
| Umb Bank N A | 167 | $7.97K | 0.00% | −215−56.3% | Reduced |
| Smartleaf Asset Management LLC | 184 | $8.56K | 0.00% | −63−25.5% | Reduced |
| Parkside Financial Bank & Trust | 231 | $11.0K | 0.00% | +188+437.2% | Added |
| Kilter Group LLC | 299 | $14.3K | 0.01% | +299 | New |
| Spire Wealth Management | 300 | $14.3K | 0.00% | −500−62.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 312 | $14.9K | 0.00% | −961−75.5% | Reduced |
| Larson Financial Group LLC | 327 | $15.6K | 0.00% | −124−27.5% | Reduced |
| Signaturefd, LLC | 366 | $17.5K | 0.00% | −116−24.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 368 | $17.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 452 | $21.6K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 512 | $24.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 518 | $24.7K | 0.00% | +282+119.5% | Added |
| Advisor Group Holdings, Inc. | 553 | $26.4K | 0.00% | +134+32.0% | Added |
| Bayforest Capital Ltd | 674 | $32.2K | 0.04% | +674 | New |
| Allworth Financial LP | 676 | $32.3K | 0.00% | +512+312.2% | Added |
| Essential Partners LLC | 698 | $33.3K | 0.01% | +694+17,350.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 722 | $34.5K | 0.00% | −58−7.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 780 | $36.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 844 | $40.3K | 0.00% | −169−16.7% | Reduced |
| GAMMA Investing LLC | 945 | $45.1K | 0.00% | −468−33.1% | Reduced |
| Versant Capital Management, Inc | 979 | $46.7K | 0.00% | +318+48.1% | Added |
| Quadrant Capital Group LLC | 1,197 | $57.1K | 0.00% | −226−15.9% | Reduced |
| Tema ETFs LLC | 2,274 | $108.5K | 0.01% | +363+19.0% | Added |
| KBC Group NV | 2,537 | $121.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,621 | $125.0K | 0.00% | +2,332+806.9% | Added |
| Tower Research Capital LLC (TRC) | 2,921 | $139.4K | 0.00% | +1,973+208.1% | Added |
| EverSource Wealth Advisors, LLC | 2,974 | $141.9K | 0.00% | +184+6.6% | Added |
| New Age Alpha Advisors, LLC | 3,500 | $167.0K | 0.01% | −99−2.8% | Reduced |
| Farther Finance Advisors, LLC | 3,831 | $180.0K | 0.00% | +246+6.9% | Added |
| Caitong International Asset Management Co., Ltd | 4,178 | $199.4K | 0.04% | +4,178 | New |
| Federation des caisses Desjardins du Quebec | 4,224 | $201.6K | 0.00% | −1,233−22.6% | Reduced |
| nVerses Capital, LLC | 4,343 | $207.2K | 0.19% | +4,343 | New |
| JustInvest LLC | 4,366 | $208.3K | 0.00% | +4,366 | New |
| Keybank National Association | 4,369 | $208.5K | 0.00% | −1,528−25.9% | Reduced |
| Evergreen Capital Management LLC | 4,378 | $208.9K | 0.00% | −958−18.0% | Reduced |
| Oppenheimer & Co Inc | 4,416 | $210.7K | 0.00% | +4,416 | New |
| Sanctuary Advisors, LLC | 4,571 | $218.1K | 0.00% | +368+8.8% | Added |
| Swiss Life Asset Management Ltd | 4,617 | $220.3K | 0.00% | +1,363+41.9% | Added |
| Skopos Labs, Inc. | 4,696 | $224.0K | 0.01% | +4,696 | New |
| Bank of Montreal | 5,381 | $256.8K | 0.00% | +495+10.1% | Added |
| Ameritas Investment Partners, Inc. | 5,666 | $270.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,904 | $281.7K | 0.00% | +5,377+1,020.3% | Added |
| Captrust Financial Advisors | 6,074 | $289.9K | 0.00% | +6,074 | New |
| Royal Bank of Canada | 6,373 | $304.0K | 0.00% | +33+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,553 | $308.3K | 0.00% | +6,553 | New |
| Xponance, Inc. | 6,602 | $315.0K | 0.00% | +1,075+19.4% | Added |
| Hudson Bay Capital Management LP | 6,780 | $323.5K | 0.00% | −153,014−95.8% | Reduced |
| Capstone Investment Advisors, LLC | 7,365 | $351.5K | 0.00% | +7,365 | New |
| Oppenheimer Asset Management Inc. | 7,384 | $352.4K | 0.00% | −2,403−24.6% | Reduced |
| Mercer Global Advisors Inc | 7,438 | $354.9K | 0.00% | +7,438 | New |
| Fieldview Capital Management, LLC | 8,013 | $382.4K | 0.11% | +8,013 | New |
| Numerai GP LLC | 8,218 | $392.2K | 0.04% | +8,218 | New |
| Cetera Investment Advisers | 8,319 | $397.0K | 0.00% | −1,370−14.1% | Reduced |
| Mutual of America Capital Management LLC | 8,438 | $402.7K | 0.00% | +118+1.4% | Added |
| Public Employees Retirement Association of Colorado | 8,563 | $409.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,743 | $417.2K | 0.01% | +8,743 | New |
| The PNC Financial Services Group, Inc. | 8,753 | $417.7K | 0.00% | +1,854+26.9% | Added |
| Dynamic Technology Lab Private Ltd | 8,873 | $423.4K | 0.07% | +8,873 | New |
| Two Sigma Securities, LLC | 9,163 | $437.3K | 0.05% | +9,163 | New |