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 250 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 $3.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
203
shares
|
$12,062
0.0% of portfolio
|
Q2 2024
Reduced 22.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
176
shares
|
$10,457
0.0% of portfolio
|
Q1 2025
Added 38.58%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
171
shares
|
$10,160
0.0% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
171
shares
|
$10,160
0.0% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
171
shares
|
$10,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
168
shares
|
$9,982
0.0% of portfolio
|
Q4 2024
Added 118.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
150
shares
|
$8,913
0.0% of portfolio
|
Q1 2025
Reduced 67.46%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
144
shares
|
$8,556
0.0% of portfolio
|
Q1 2025
Added 152.63%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
142
shares
|
$8,437
0.0% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
140
shares
|
$8,318
0.0% of portfolio
|
Q1 2025
Added 677.78%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
137
shares
|
$8,140
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
125
shares
|
$7,427
0.0% of portfolio
|
Q1 2025
Added 78.57%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
111
shares
|
$6,595
0.0% of portfolio
|
Q1 2025
Added 170.73%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
70
shares
|
$4,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
69
shares
|
$4,099
0.0% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
63
shares
|
$3,743
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
54
shares
|
$3,208
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
48
shares
|
$2,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
44
shares
|
$2,614
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
42
shares
|
$2,495
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
37
shares
|
$2,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
37
shares
|
$2,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
36
shares
|
$2,139
0.0% of portfolio
|
Q4 2024
Reduced 77.91%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
33
shares
|
$1,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
28
shares
|
$1,663
0.0% of portfolio
|
Q1 2025
New holding
|