STEP · Company research
StepStone Group Inc. (STEP): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Aigen Investment Management, LP | 1741224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5199 | 215031 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bridgefront Capital, LLC | 1725690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18893 | 781414 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 192648 | 7967921 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66 | 2683 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Capital Research Global Investors | 1422848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1231923 | 50952335 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 489522 | 20246630 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27843 | 1151586 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 133567 | 5524331 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27180 | 1124165 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150041 | 6205696 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3415757 | 82586 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106 | 4 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 314523 | 13008671 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19800 | 818928 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1930015 | 79825420 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 662 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 910 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Harvest Fund Management Co., Ltd | 1694126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 512 | 21 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39358 | 1627847 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Smith Group Asset Management, LLC | 1893134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12909 | 533916 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5142 | 212673 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8445 | 349285 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 2606 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35000 | 1447600 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24130 | 998017 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51 | 2109 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243 | 10049 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172408 | 6932526 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48418 | 2003 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BAMCO INC /NY/ | 1017918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 828911 | 34283759 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aquatic Capital Management LLC | 1803916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46739 | 1933125 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86031 | 3558242 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246 | 10175 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14587 | 603318 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 1572 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3526032 | 145836684 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184 | 7410 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8226 | 340227 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MANGROVE PARTNERS IM, LLC | 1535392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11558 | 478039 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29400 | 1215984 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| TRILLIUM ASSET MANAGEMENT, LLC | 884541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106446 | 4402623 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1341353 | 54153163 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 582 | 24072 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21244 | 878652 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 165 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144800 | 5988928 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 493 | 20391 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 695 | 28745 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5490 | 227065 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Trust & Banking Corp | 1462160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12119 | 501242 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7721 | 319341 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30394 | 1257102 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALPS ADVISORS INC | 1376113 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29015 | 1200060 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37916 | 1568 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132 | 5460 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Keebeck Wealth Management | 1803675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20889 | 863969 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 83 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23931 | 989775 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 1448 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5439 | 224957 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11039 | 456572 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 4136 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Hudson Bay Capital Management LP | 1393825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18174 | 751677 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Louisiana State Employees Retirement System | 1537191 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32700 | 1560444 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28807 | 1191458 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Public Sector Pension Investment Board | 1396318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 347876 | 14388151 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3035 | 125528 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 83 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13515 | 558980 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ceredex Value Advisors LLC | 1738726 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130550 | 5399548 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2537 | 105 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14057 | 581000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3370 | 139383 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16642 | 688315 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11883 | 491481 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 347970 | 14392039 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Junto Capital Management LP | 1595880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1078672 | 44613874 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 297972 | 12324122 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7828172 | 323773194 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51219 | 2118418 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.