StepStone Group Ownership | Who Owns StepStone Group?
StepStone Group Ownership Summary
StepStone Group is owned by 37.90% institutional investors, 10.64% insiders, and 51.46% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.19% of STEP shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.00% of its assets in StepStone Group shares.
STEP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | StepStone Group | 37.90% | 10.64% | 51.46% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Asset Management Stocks | 33.74% | 8.99% | 57.26% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 10.27M | 13.19% | $670.84M |
| Blackrock | 7.95M | 12.53% | $365.05M |
| Vanguard group | 7.72M | 9.92% | $504.29M |
| Wellington management group llp | 5.72M | 7.35% | $373.77M |
| Price t rowe associates inc /md/ | 4.38M | 5.62% | $285.96M |
| Invesco | 4.14M | 5.32% | $270.32M |
| Capital world investors | 2.96M | 3.80% | $193.45M |
| State street | 2.76M | 3.54% | $180.05M |
| Fmr | 1.83M | 2.35% | $119.67M |
| T. rowe price investment management | 1.79M | 2.30% | $116.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Meketa capital | 23.89K | 3.10% | $1.38M |
| Meketa investment group inc /adv | 14.36K | 3.08% | $938.05K |
| Engle capital management | 127.00K | 2.93% | $8.29M |
| Granahan investment management | 381.45K | 1.02% | $24.91M |
| Bryce point capital | 9.38K | 0.75% | $612.48K |
| Wasatch advisors lp | 1.13M | 0.40% | $74.00M |
| Clarivest asset management | 68.35K | 0.32% | $3.14M |
| Keebeck wealth management | 31.86K | 0.25% | $2.08M |
| Prana capital management, lp | 111.10K | 0.24% | $7.26M |
| Segall bryant & hamill | 257.39K | 0.22% | $16.81M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 7.95M | 0.01% | 4.10M |
| Wellington management group llp | 5.72M | 0.07% | 2.26M |
| Blackrock funding, inc. /de | 10.27M | 0.01% | 827.07K |
| Westfield capital management co lp | 778.73K | 0.21% | 778.73K |
| Ameriprise financial | 749.84K | 0.01% | 571.64K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 4.38M | 0.03% | -1.68M |
| Fmr | 1.83M | 0.01% | -600.23K |
| T. rowe price investment management | 1.79M | 0.07% | -543.92K |
| Millennium management | 801.28K | 0.02% | -434.00K |
| Goldman sachs group | 302.89K | 0.00% | -249.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Westfield capital management co lp | 778.73K | 0.21% | 778.73K | $50.86M |
| Norges bank | 199.42K | 0.00% | 199.42K | $11.54M |
| Engle capital management | 127.00K | 2.93% | 127.00K | $8.29M |
| Capitolis liquid global markets | 104.00K | 0.05% | 104.00K | $6.79M |
| Macquarie group | 88.44K | 0.01% | 88.44K | $5.78M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -6.00 |
| Corecap advisors | -6.00 |
| Van hulzen asset management | -7.00 |
| Cva family office | -9.00 |
| Capital performance advisors llp | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 100 | -52.38% | 14,693,017 | -77.92% | 21 | 0.23% | 61 | -54.48% | 19 | -63.46% |
| Sep 30, 2024 | 209 | 10.58% | 66,516,349 | 9.59% | 96 | 1.15% | 133 | 9.92% | 52 | 6.12% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.92M | 5.00% | - |
| American Funds SMALLCAP World A | 3.56M | 4.60% | 294.14K |
| US Small-Cap Growth II Equity Comp | 2.28M | 2.94% | -41.62K |
| T. Rowe Price New Horizons | 2.18M | 2.77% | -101.64K |
| Vanguard Total Stock Mkt Idx Inv | 2.04M | 2.59% | -42.25K |
| Vanguard US Total Market Shares ETF | 1.83M | 2.41% | -48.72K |
| Invesco OFI Small Cap Growth | 1.85M | 2.39% | 93.57K |
| Invesco Discovery A | 1.85M | 2.35% | - |
| Vanguard Small Cap Index | 1.59M | 2.02% | -7.90K |
| iShares Russell 2000 ETF | 1.52M | 1.94% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2025 | Hart Scott W | Chief Executive Officer | Sell | $617.00K |
| Nov 11, 2025 | Fernandez Jose A | Co-Chief Operating Officer | Sell | $4.31M |
| Nov 12, 2025 | Fernandez Jose A | Co-Chief Operating Officer | Sell | $406.55K |
| Nov 11, 2025 | Fernandez Jose A | Co-Chief Operating Officer | Sell | $12.41K |
| Nov 12, 2025 | Fernandez Jose A | Co-Chief Operating Officer | Sell | $3.62M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 9 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 12 |
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | 9 |
STEP Ownership FAQ
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