Institutional Ownership Step Stone Group Inc. (STEP)
This table provides information about the institutional ownership of Step Stone Group Inc. (STEP). We have compiled data on the 271 institutions that hold shares in the stock, with a total of 71.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
500
shares
|
$31,545
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
429
shares
|
$27,065
0.0% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
426
shares
|
$26,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
368
shares
|
$23,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
359
shares
|
$22,649
0.0% of portfolio
|
Q3 2025
Reduced 44.85%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
353
shares
|
$22,270
0.0% of portfolio
|
Q3 2025
Added 85.79%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
343
shares
|
$21,639
0.0% of portfolio
|
Q2 2025
Added 61.03%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
332
shares
|
$20,945
0.0% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
323
shares
|
$20,378
0.0% of portfolio
|
Q2 2024
Added 132.37%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
273
shares
|
$17,223
0.0% of portfolio
|
Q3 2025
Added 82.0%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
267
shares
|
$16,845
0.0% of portfolio
|
Q3 2025
Added 30.24%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
209
shares
|
$13,185
0.0% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
203
shares
|
$12,807
0.0% of portfolio
|
Q2 2024
Reduced 22.52%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
202
shares
|
$12,744
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
202
shares
|
$12,744
0.0% of portfolio
|
Q3 2025
Added 64.23%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
179
shares
|
$11,293
0.0% of portfolio
|
Q3 2025
Added 135.53%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
179
shares
|
$11,293
0.0% of portfolio
|
Q3 2025
Reduced 51.88%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
171
shares
|
$10,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
169
shares
|
$10,662
0.0% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
167
shares
|
$10,536
0.0% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
156
shares
|
$9,842
0.0% of portfolio
|
Q3 2025
Added 239.13%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
145
shares
|
$9,148
0.0% of portfolio
|
Q3 2025
Added 40.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
134
shares
|
$8,454
0.0% of portfolio
|
Q3 2025
Added 42.55%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
98
shares
|
$6,182
0.0% of portfolio
|
Q3 2025
Added 18.07%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
86
shares
|
$5,425
0.0% of portfolio
|
Q3 2025
Added 138.89%
|
|