Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in STEP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.0M | $495.2M | +1.2% | 9.275% | 0.01% |
| 2 | MILLENNIUM MANAGEMENT LLC | 5.6M | $232.9M | -21.5% | 4.362% | 0.08% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 5.2M | $214.7M | -1.0% | 4.021% | 0.04% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.7M | $193.3M | +4.2% | 3.621% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $146.8M | +0.7% | 2.750% | 0.00% |
| 6 | STATE STREET CORP | 3.1M | $129.0M | +8.6% | 2.415% | 0.00% |
| 7 | Capital World Investors | 2.5M | $104.4M | -22.9% | 1.955% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $83.4M | +3.3% | 1.562% | 0.00% |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.9M | $79.8M | +0.8% | 1.495% | 0.24% |
| 10 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.7M | $71.5M | +46.8% | 1.340% | 0.23% |
| 11 | JPMORGAN CHASE & CO | 1.5M | $61.4M | +2.8% | 1.178% | 0.00% |
| 12 | GOLDMAN SACHS GROUP INC | 1.4M | $59.1M | +144.8% | 1.107% | 0.01% |
| 13 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.4M | $57.5M | +5.1% | 1.078% | 0.08% |
| 14 | SAMLYN CAPITAL, LLC | 1.3M | $52.5M | +41.7% | 0.983% | 0.85% |
| 15 | Capital Research Global Investors | 1.2M | $51.0M | +55.0% | 0.954% | 0.01% |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | 1.1M | $46.0M | -21.9% | 0.862% | 0.06% |
| 17 | MORGAN STANLEY | 1.1M | $44.8M | +45.1% | 0.840% | 0.00% |
| 18 | Junto Capital Management LP | 1.1M | $44.6M | +26.1% | 0.836% | 0.78% |
| 19 | Point72 Asset Management, L.P. | 1.0M | $41.6M | +437.1% | 0.778% | 0.05% |
| 20 | WASATCH ADVISORS LP | 905K | $37.4M | -1.8% | 0.701% | 0.25% |
| 21 | BAMCO INC /NY/ | 829K | $34.3M | -0.2% | 0.642% | 0.05% |
| 22 | NORTHERN TRUST CORP | 802K | $33.2M | +10.3% | 0.622% | 0.00% |
| 23 | RAYMOND JAMES FINANCIAL INC | 736K | $30.4M | +0.3% | 0.570% | 0.01% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 689K | $28.5M | +6.0% | 0.534% | 0.00% |
| 25 | ADVENT INTERNATIONAL, L.P. | 683K | $28.3M | +468.9% | 0.529% | 0.16% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in STEP — a direct measure of their conviction.
Filings activity in STEP during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 272 | +3.4% | 62.40% | 1.46 pp | $3.10B | 17% |
| Q1 2026 | 263 | +0.8% | 63.86% | +3.35 pp | $3.72B | 21% |
| Q4 2025 | 261 | +4.8% | 60.51% | +3.21 pp | $4.70B | +5.1% |
| Q3 2025 | 249 | 6.4% | 57.30% | +3.52 pp | $4.47B | +30% |
| Q2 2025 | 266 | +13% | 53.78% | +2.15 pp | $3.43B | +10% |
| Q1 2025 | 235 | 6.4% | 51.63% | +1.02 pp | $3.11B | 9.0% |
| Q4 2024 | 251 | +21% | 50.61% | +3.99 pp | $3.42B | +3.2% |
| Q3 2024 | 207 | — | 46.62% | — | $3.31B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 11, 2026 | McCabe Michael I | Buy | 97K | $41.71 | $4.0M |
Quick answers to the most common questions about buying STEP stock.
Based on Q2 2026 13F filings, institutional ownership of StepStone Group Inc. stands at 62.4%, held across 272 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of STEP, with approximately 11,972,263 shares worth $0.50B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of STEP, including MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for STEP is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
52 institutions opened new positions in STEP during Q2 2026, while 39 fully exited. 76 added to existing positions and 140 trimmed.
STEP institutional ownership fell by 1.46 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 56.4% of all reported 13F value in STEP, and the top 25 account for 77.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
StepStone Group Inc. (STEP) Institutional Ownership