StepStone Group Inc. — Institutional Ownership

Which tracked institutions hold STEP, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

29
Funds holding
$1010055626
Total value held
Buying
24 added/new · 5 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $495172818 11972263 +145075 +1.23%
2 State Street Corp $128956456 3117991 +248229 +8.65%
3 Jpmorgan Chase & Co $61380904 1520835 +40951 +2.77%
4 Goldman Sachs Group Inc $59082954 1428505 +844894 +144.77%
5 Morgan Stanley $44848596 1084346 +337299 +45.15%
6 Northern Trust Corp $33180728 802242 +75206 +10.34%
7 Raymond James Financial Inc $30438313 735937 +1933 +0.26%
8 Bank Of America Corp /De/ $26601553 643171 +228449 +55.08%
9 Franklin Resources Inc $22623920 547000 -430423 -44.04%
10 Bank Of New York Mellon Corp $21751955 525918 +34182 +6.95%
11 Ubs Group Ag $20734595 501320 +501320 NEW BUY
12 Principal Financial Group Inc $14751539 356662 -3591 -1.00%
13 Wells Fargo & Company/Mn $11277404 272665 +49625 +22.25%
14 Invesco Ltd. $9649866 233314 +233314 NEW BUY
15 Barclays Plc $8644983 209018 +123154 +143.43%
16 Ameriprise Financial Inc $6211404 150179 +150179 NEW BUY
17 Prudential Financial Inc $3145635 76055 -8140 -9.67%
18 Sei Investments Co $2381963 57590 -25629 -30.80%
19 Us Bancorp \De\ $1889904 45694 -71 -0.16%
20 Citigroup Inc $1865129 45095 +26690 +145.01%
21 Janus Henderson Group Plc $1432704 29998 +29998 NEW BUY
22 Jefferies Financial Group Inc. $1191458 28807 +28807 NEW BUY
23 Royal Bank Of Canada $739000 17874 +11501 +180.46%
24 Fifth Third Bancorp $685123 16565 +95 +0.58%
25 Truist Financial Corp $631170 15260 +3367 +28.31%
26 Pnc Financial Services Group, Inc. $534633 12926 +4173 +47.68%
27 Bank Of Montreal /Can/ $250062 6046 +665 +12.36%
28 Zions Bancorporation, National Association /Ut/ $620 15 +15 NEW BUY
29 Amalgamated Financial Corp. $237 7168 +7168 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.