StepStone Group Ownership | Who Owns StepStone Group?
StepStone Group Ownership Summary
StepStone Group is owned by 21.36% institutional investors, 19.32% insiders, and 59.31% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.68% of STEP shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.40% of its assets in StepStone Group shares.
STEP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | StepStone Group | 21.36% | 19.32% | 59.31% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 10.09M | 14.68% | $584.24M |
| Blackrock | 7.95M | 12.53% | $365.05M |
| Vanguard group | 6.94M | 10.09% | $401.58M |
| Price t rowe associates inc /md/ | 5.60M | 8.14% | $324.12M |
| Fmr | 3.94M | 5.73% | $228.15M |
| Invesco | 3.54M | 5.15% | $205.03M |
| Wellington management group llp | 3.49M | 5.07% | $201.75M |
| Capital world investors | 2.55M | 3.70% | $147.44M |
| State street | 2.14M | 3.36% | $98.01M |
| T. rowe price investment management | 1.90M | 2.77% | $110.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Meketa capital | 23.89K | 3.10% | $1.38M |
| Eam global investors | 86.17K | 0.89% | $4.99M |
| Keystone investors pte | 214.48K | 0.87% | $12.41M |
| Fred alger management | 1.62M | 0.45% | $93.73M |
| Eam investors | 46.41K | 0.38% | $2.69M |
| Clarivest asset management | 68.35K | 0.32% | $3.14M |
| Wasatch advisors lp | 1.11M | 0.32% | $64.05M |
| Keebeck wealth management | 33.28K | 0.28% | $1.93M |
| Cim | 32.44K | 0.26% | $1.74M |
| Harvest investment services | 15.61K | 0.22% | $903.45K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 7.95M | 0.01% | 4.10M |
| Price t rowe associates inc /md/ | 5.60M | 0.04% | 895.52K |
| State street | 2.14M | 0.00% | 798.14K |
| Raymond james financial | 797.57K | 0.02% | 797.57K |
| Blackrock funding, inc. /de | 10.09M | 0.01% | 693.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 3.49M | 0.04% | -2.01M |
| Millennium management | 801.28K | 0.02% | -434.00K |
| Fred alger management | 1.62M | 0.45% | -405.86K |
| Keystone investors pte | 214.48K | 0.87% | -351.32K |
| Holocene advisors, lp | - | - | -201.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 797.57K | 0.02% | 797.57K | $46.16M |
| Massachusetts financial services co /ma/ | 558.74K | 0.01% | 558.74K | $32.34M |
| Norges bank | 199.42K | 0.00% | 199.42K | $11.54M |
| Voloridge investment management | 103.31K | 0.02% | 103.31K | $5.98M |
| Jump financial | 101.75K | 0.12% | 101.75K | $5.89M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -6.00 |
| Capital performance advisors llp | -9.00 |
| Advisornet financial | -30.00 |
| Cullen/frost bankers | -291.00 |
| Systm wealth solutions | -362.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.10M | 5.40% | 2.42K |
| American Funds SMALLCAP World A | 3.27M | 4.31% | - |
| T. Rowe Price New Horizons | 2.35M | 3.10% | - |
| US Small-Cap Growth II Equity Comp | 2.13M | 2.82% | 675.29K |
| Vanguard Total Stock Mkt Idx Inv | 1.94M | 2.56% | 1.43K |
| Vanguard US Total Market Shares ETF | 1.83M | 2.41% | -48.72K |
| iShares Russell 2000 ETF | 1.77M | 2.33% | -15.35K |
| Invesco Discovery A | 1.69M | 2.23% | 242.41K |
| Vanguard Small Cap Index | 1.58M | 2.08% | 1.28K |
| Invesco OFI Small Cap Growth | 1.45M | 1.91% | 262.94K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 20, 2025 | Hart Scott W | Chief Executive Officer | Sell | $27.06K |
| Feb 20, 2025 | Hart Scott W | Chief Executive Officer | Sell | $415.65K |
| Feb 20, 2025 | Hart Scott W | Chief Executive Officer | Sell | $171.55K |
| Feb 19, 2025 | Keathley Anthony | Chief Accounting Officer | Sell | $33.89K |
| Dec 03, 2024 | McCabe Michael I | Head of Strategy | Sell | $257.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | 9 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | 7 |
| 2024 Q1 | - | 10 |
STEP Ownership FAQ
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