StepStone Group Ownership | Who Owns StepStone Group?
StepStone Group Ownership Summary
StepStone Group is owned by 96.72% institutional investors, 17.83% insiders. Blackrock is the largest institutional shareholder, holding 12.53% of STEP shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.36% of its assets in StepStone Group shares.
STEP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | StepStone Group | 96.72% | 17.83% | -14.55% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Asset Management Stocks | 41.88% | 9.11% | 49.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.95M | 12.53% | $365.05M |
| Vanguard group | 6.33M | 9.97% | $290.40M |
| Wellington management group llp | 5.72M | 9.01% | $262.45M |
| Fmr | 3.86M | 6.08% | $177.05M |
| Price t rowe associates inc /md/ | 3.50M | 5.51% | $160.58M |
| Capital world investors | 2.54M | 4.00% | $116.57M |
| T. rowe price investment management | 2.40M | 3.78% | $110.17M |
| Fred alger management | 2.34M | 3.69% | $107.61M |
| Jpmorgan chase | 2.32M | 3.65% | $106.35M |
| Alliancebernstein | 2.17M | 3.42% | $99.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Eam investors | 98.02K | 0.73% | $4.50M |
| Fred alger management | 2.34M | 0.52% | $107.61M |
| Wasatch advisors lp | 1.73M | 0.42% | $79.33M |
| Clarivest asset management | 68.35K | 0.32% | $3.14M |
| Cim | 32.44K | 0.26% | $1.74M |
| Keebeck wealth management | 34.99K | 0.24% | $1.61M |
| Entrypoint capital | 3.27K | 0.22% | $150.06K |
| Segall bryant & hamill | 200.43K | 0.16% | $9.20M |
| Grantham, mayo, van otterloo | 896.50K | 0.14% | $41.14M |
| Eagle asset management | 350.36K | 0.09% | $17.25M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 7.95M | 0.01% | 4.10M |
| Price t rowe associates inc /md/ | 3.50M | 0.02% | 2.65M |
| Vanguard group | 6.33M | 0.01% | 1.05M |
| State street | 2.14M | 0.00% | 798.14K |
| Invesco | 788.80K | 0.01% | 649.51K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 5.72M | 0.05% | -2.39M |
| Millennium management | 1.53M | 0.03% | -1.35M |
| Wasatch advisors lp | 1.73M | 0.42% | -1.22M |
| T. rowe price investment management | 2.40M | 0.07% | -620.57K |
| Jpmorgan chase | 2.32M | 0.01% | -569.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Prudential financial | 239.31K | 0.02% | 239.31K | $10.98M |
| Ameriprise financial | 133.25K | 0.00% | 133.25K | $6.11M |
| Public sector pension investment board | 114.48K | 0.03% | 114.48K | $5.25M |
| Eam investors | 98.02K | 0.73% | 98.02K | $4.50M |
| Clarivest asset management | 68.35K | 0.32% | 68.35K | $3.14M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -6.00 |
| Capital performance advisors llp | -9.00 |
| Advisornet financial | -30.00 |
| Quantbot technologies lp | -339.00 |
| Systm wealth solutions | -362.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 209 | 10.58% | 66,516,349 | 9.59% | 96 | 1.15% | 133 | 9.92% | 52 | 6.12% |
| Jun 30, 2024 | 186 | 32.86% | 60,681,015 | 10.99% | 95 | 1.31% | 119 | 52.56% | 48 | 14.29% |
| Mar 31, 2024 | 140 | 10.24% | 54,670,404 | 4.80% | 85 | 1.29% | 78 | 27.87% | 42 | -12.50% |
| Dec 31, 2023 | 127 | 4.96% | 52,165,923 | 1.61% | 81 | 1.22% | 61 | -16.44% | 48 | 60.00% |
| Sep 30, 2023 | 121 | -3.97% | 51,340,353 | 3.11% | 81 | 1.30% | 73 | 2.82% | 30 | -18.92% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.06M | 5.36% | - |
| American Funds SMALLCAP World A | 3.27M | 4.31% | - |
| US Small-Cap Growth II Equity Comp | 2.13M | 2.82% | 675.29K |
| T. Rowe Price New Horizons | 2.13M | 2.82% | 201.38K |
| Vanguard Total Stock Mkt Idx Inv | 1.94M | 2.56% | 127.47K |
| iShares Russell 2000 ETF | 1.82M | 2.40% | -275.00 |
| Vanguard Small Cap Index | 1.57M | 2.08% | 119.82K |
| Invesco Discovery A | 1.45M | 1.91% | 140.99K |
| Invesco OFI Small Cap Growth | 1.45M | 1.91% | 262.94K |
| Vanguard Explorer Inv | 1.37M | 1.81% | -94.06K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 03, 2024 | McCabe Michael I | Head of Strategy | Sell | $141.55K |
| Dec 03, 2024 | McCabe Michael I | Head of Strategy | Sell | $257.00K |
| Dec 03, 2024 | Hart Scott W | Chief Executive Officer | Sell | $173.21K |
| Dec 03, 2024 | Hart Scott W | Chief Executive Officer | Sell | $1.22M |
| Dec 03, 2024 | Hart Scott W | Chief Executive Officer | Sell | $6.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 9 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | 7 |
| 2024 Q1 | - | 10 |
| 2023 Q4 | - | 2 |
STEP Ownership FAQ
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