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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
72
shares
|
$4,542
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
72
shares
|
$4,542
0.0% of portfolio
|
Q2 2025
Reduced 48.57%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
65
shares
|
$4,100
0.0% of portfolio
|
Q3 2025
Reduced 19.75%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
48
shares
|
$3,028
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
44
shares
|
$2,775
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
42
shares
|
$2,649
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
38
shares
|
$2,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
38
shares
|
$2,397
0.0% of portfolio
|
Q3 2025
Reduced 99.98%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
37
shares
|
$2,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
28
shares
|
$1,766
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
25
shares
|
$1,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
22
shares
|
$1,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
18
shares
|
$1,135
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
17
shares
|
$1,072
0.0% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
15
shares
|
$946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
13
shares
|
$820
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
11
shares
|
$693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
11
shares
|
$693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
11
shares
|
$693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
11
shares
|
$693
0.0% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
11
shares
|
$693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
10
shares
|
$630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
10
shares
|
$630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
9
shares
|
$567
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$567
0.0% of portfolio
|
Q3 2023
New holding
|
|