StepStone Group Ownership | Who Owns StepStone Group?
StepStone Group Ownership Summary
StepStone Group is owned by 102.54% institutional investors, 5.59% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.88% of STEP shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.43% of its assets in StepStone Group shares.
STEP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | StepStone Group | 102.54% | 5.59% | -8.13% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Asset Management Stocks | 44.00% | 11.58% | 44.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 11.83M | 14.88% | $564.39M |
| Blackrock | 7.95M | 12.53% | $365.05M |
| Vanguard group | 8.45M | 10.76% | $542.23M |
| Millennium management | 7.17M | 9.03% | $342.32M |
| Wellington management group llp | 5.24M | 6.59% | $250.06M |
| Price t rowe associates inc /md/ | 4.87M | 6.13% | $232.58M |
| Capital world investors | 3.27M | 4.12% | $156.12M |
| State street | 2.87M | 3.61% | $136.95M |
| Citadel advisors | 1.96M | 2.47% | $93.76M |
| Geode capital management | 1.95M | 2.46% | $93.14M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Inherent management | 233.73K | 5.67% | $11.15M |
| Engle capital management | 237.22K | 3.86% | $11.32M |
| Meketa investment group inc /adv | 14.36K | 3.12% | $921.67K |
| Meketa capital | 23.89K | 3.10% | $1.38M |
| Junto capital management lp | 855.72K | 0.86% | $40.84M |
| Eversource wealth advisors | 70.82K | 0.80% | $26.14M |
| Bryce point capital | 9.38K | 0.75% | $612.48K |
| Samlyn capital | 895.45K | 0.73% | $42.73M |
| Granahan investment management | 211.63K | 0.49% | $10.10M |
| Clarivest asset management | 68.35K | 0.32% | $3.14M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 7.95M | 0.01% | 4.10M |
| Millennium management | 7.17M | 0.14% | 2.72M |
| William blair investment management | 1.91M | 0.30% | 1.24M |
| Blackrock funding, inc. /de | 11.83M | 0.01% | 1.20M |
| Adage capital partners gp | 1.32M | 0.10% | 1.12M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 500.65K | 0.00% | -3.51M |
| Alliancebernstein | 82.03K | 0.00% | -1.09M |
| Wellington management group llp | 5.24M | 0.05% | -987.68K |
| T. rowe price investment management | - | - | -917.50K |
| Ameriprise financial | 160.21K | 0.00% | -643.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Samlyn capital | 895.45K | 0.73% | 895.45K | $42.73M |
| Junto capital management lp | 855.72K | 0.86% | 855.72K | $40.84M |
| Vanguard fiduciary trust | 514.03K | 0.01% | 514.03K | $24.53M |
| Squarepoint ops | 282.23K | 0.02% | 282.23K | $13.47M |
| Inherent management | 233.73K | 5.67% | 233.73K | $11.15M |
Sold Out
| Holder | Change |
|---|---|
| Optima capital | -1.00 |
| Tortoise investment management | -1.00 |
| Turning point benefit group | -1.00 |
| Annis gardner whiting capital advisors | -4.00 |
| Ronald blue trust | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 263 | 0.77% | 81,484,561 | 2.37% | 102 | 1.00% | 154 | 6.21% | 79 | 3.95% |
| Dec 31, 2025 | 142 | -44.31% | 34,327,183 | -53.58% | 43 | 0.48% | 71 | -52.67% | 36 | -38.98% |
| Sep 30, 2025 | 131 | -49.62% | 29,501,936 | -55.90% | 37 | 0.51% | 70 | -50.35% | 29 | -67.42% |
| Jun 30, 2025 | 267 | 12.66% | 71,064,014 | 1.93% | 91 | 1.02% | 142 | 4.41% | 92 | 27.78% |
| Mar 31, 2025 | 235 | -8.20% | 69,684,784 | 2.09% | 94 | 1.10% | 136 | -16.56% | 71 | 12.70% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.44M | 5.43% | - |
| American Funds SMALLCAP World A | 3.56M | 4.45% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.56M | 3.14% | -5.55K |
| T. Rowe Price Mid-Cap Value | 2.10M | 2.57% | 222.34K |
| Invesco OFI Small Cap Growth | 2.00M | 2.50% | 79.66K |
| Invesco Discovery A | 2.00M | 2.50% | - |
| Vanguard US Total Market Shares ETF | 1.83M | 2.41% | -48.72K |
| iShares Russell 2000 ETF | 1.90M | 2.33% | - |
| Vanguard Small Cap Index | 1.85M | 2.27% | 7.74K |
| Vanguard Explorer Inv | 1.69M | 2.11% | 210.13K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 11, 2026 | McCabe Michael I | Head of Strategy | Buy | $4.04M |
| Jun 11, 2026 | McCabe Michael I | Head of Strategy | Buy | $980.92K |
| Jun 01, 2026 | Fernandez Jose A | Co-Chief Operating Officer | Sell | $171.15K |
| Jun 01, 2026 | Fernandez Jose A | Co-Chief Operating Officer | Sell | $2.73M |
| Jun 01, 2026 | Fernandez Jose A | Co-Chief Operating Officer | Sell | $1.36M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 2 | 7 |
| 2026 Q1 | 3 | 2 |
| 2025 Q4 | - | 13 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 12 |
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