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 249 institutions that hold shares in the stock, with a total of 64.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,462
shares
|
$87,047
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,387
shares
|
$82,581
0.0% of portfolio
|
Q1 2025
Reduced 84.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
972
shares
|
$57,872
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
969
shares
|
$57,694
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
860
shares
|
$51,204
0.0% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
800
shares
|
$47,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
743
shares
|
$44,238
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
725
shares
|
$43,166
0.0% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
661
shares
|
$39,355
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
611
shares
|
$36,378
0.0% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
577
shares
|
$34,354
0.0% of portfolio
|
Q1 2025
Reduced 63.98%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
536
shares
|
$31,913
0.0% of portfolio
|
Q1 2025
Reduced 86.04%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
516
shares
|
$30,722
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
475
shares
|
$28,281
0.0% of portfolio
|
Q4 2024
Added 29.68%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
447
shares
|
$26,614
0.0% of portfolio
|
Q1 2025
Reduced 38.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
323
shares
|
$19,231
0.0% of portfolio
|
Q2 2024
Added 132.37%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
320
shares
|
$19,052
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
320
shares
|
$19,052
0.0% of portfolio
|
Q1 2025
Added 1180.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
299
shares
|
$17,802
0.0% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
286
shares
|
$17,028
0.0% of portfolio
|
Q1 2025
Added 672.97%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
252
shares
|
$15,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
250
shares
|
$14,885
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
213
shares
|
$12,682
0.0% of portfolio
|
Q1 2025
Added 508.57%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
205
shares
|
$12,205
0.0% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
203
shares
|
$12,086
0.0% of portfolio
|
Q2 2024
Reduced 22.52%
|