StepStone Group Ownership | Who Owns StepStone Group?
StepStone Group Ownership Summary
StepStone Group is owned by 95.58% institutional investors, 18.88% 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 5.50% of its assets in StepStone Group shares.
STEP Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | StepStone Group | 95.58% | 18.88% | -14.46% |
Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
Industry | Asset Management Stocks | 39.89% | 8.77% | 51.34% |
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 |
Empowered funds | 99.00K | 0.08% | 99.00K | $4.54M |
Eam investors | 98.02K | 0.73% | 98.02K | $4.50M |
Sold Out
Holder | Change |
---|---|
Quantbot technologies lp | -339.00 |
Systm wealth solutions | -362.00 |
Metropolitan life insurance co/ny | -2.88K |
Quest partners | -3.45K |
Man group | -4.97K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2023 | 126 | 3.28% | 49,791,834 | 0.15% | 79 | 1.23% | 71 | -1.39% | 37 | 23.33% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 4.00M | 5.50% | 3.58K |
American Funds SMALLCAP World A | 3.27M | 4.56% | - |
Vanguard Total Stock Mkt Idx Inv | 1.82M | 2.50% | -9.52K |
iShares Russell 2000 ETF | 1.62M | 2.23% | -3.64K |
Vanguard Explorer Inv | 1.47M | 2.05% | -269.59K |
US Small-Cap Growth II Equity Comp | 1.46M | 2.03% | 738.86K |
T. Rowe Price New Horizons | 1.46M | 2.03% | 739.15K |
Vanguard Small Cap Index | 1.44M | 1.99% | 2.85K |
Invesco Discovery A | 1.19M | 1.65% | 189.87K |
Invesco OFI Small Cap Growth | 1.19M | 1.65% | 675.81K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 12, 2024 | Keathley Anthony | Chief Accounting Officer | Sell | $50.19K |
Nov 12, 2024 | Park David Y | Chief Financial Officer | Sell | $204.63K |
Jun 11, 2024 | Mitchell Steven R | Sell | $1.22M | |
Jun 11, 2024 | Keck Thomas | See Remarks | Sell | $222.45K |
Jun 12, 2024 | Keck Thomas | See Remarks | Sell | $591.43K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 2 |
2024 Q3 | - | - |
2024 Q2 | 1 | 7 |
2024 Q1 | - | 10 |
2023 Q4 | - | 2 |
STEP Ownership FAQ
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