证券记录 · 已归档季度
STEP
StepStone Group Inc. · Financial Services · Asset Management
102被追踪持有人
+2Δ持有人
61.69M持有股份
$2.94B报告持仓市值
+11新建仓位
−9清仓
动量输入（同类管理人）：
持有人广度 +2.0% ·
股份流向 -0.1% ·
净新建仓位 +2.0%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 103 | +5 | 60.59M | $2.50B | +10 | −6 |
| Q1 2026 | 102 | +2 | 61.69M | $2.94B | +11 | −9 |
| Q4 2025 | 99 | +1 | 66.64M | $4.28B | +1 | — |
| Q3 2025 | 14 | -1 | 46.39M | $3.03B | — | −2 |
| Q2 2025 | 13 | -1 | 42.14M | $2.34B | +1 | −2 |
| Q1 2025 | 11 | 0 | 20.82M | $1.09B | +1 | −1 |
| Q4 2024 | 11 | +2 | 17.40M | $1.01B | +2 | — |
| Q3 2024 | 8 | -1 | 16.10M | $915.12M | — | −1 |
| Q2 2024 | 9 | — | 14.89M | $683.54M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 11.83M | +11.3% | $564.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×17 |
| 2 | Millennium Management ✦ | 7.17M | +61.0% | $342.32M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 3 | Wellington Management ✦ | 5.24M | -15.9% | $250.06M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 4 | T. Rowe Price ✦ | 4.87M | -4.5% | $232.58M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 5 | Vanguard Capital Management Llc | 3.53M | — | $168.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Capital World Investors ✦ | 3.27M | +7.0% | $156.12M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (被动) | 2.87M | +4.2% | $136.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 1.96M | +22.9% | $93.76M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Geode Capital Management ✦ (被动) | 1.95M | +9.8% | $93.14M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 1.48M | +27.0% | $68.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 11 | Balyasny Asset Management L.P. | 1.43M | +131.0% | $68.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 1.32M | +549.6% | $63.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 995.15K | -3.5% | $47.49M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 14 | Franklin Resources Inc | 977.42K | -17.4% | $46.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 15 | Bamco Inc /Ny/ | 830.57K | +13.7% | $39.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Capital Research Global Investors | 794.88K | 0.0% | $37.93M | 0.0% | Held | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 747.05K | -5.8% | $35.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 18 | Northern Trust Corp | 727.04K | +7.0% | $34.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 19 | Raymond James Financial Inc | 734.00K | -8.4% | $34.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 20 | Charles Schwab Investment… | 650.63K | -3.6% | $31.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 583.61K | +185.4% | $27.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | UBS Group AG | 520.41K | +43.2% | $24.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Invesco Ltd. | 500.65K | -87.5% | $23.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 24 | Bank of New York Mellon Corp | 491.74K | -2.8% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 25 | Bank Of America Corp /De/ | 414.72K | +53.6% | $19.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Principal Financial Group Inc | 360.25K | +3.5% | $17.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Lazard Asset Management Llc | 332.33K | +95.7% | $15.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Grantham, Mayo, Van Otterloo & Co.… | 312.01K | -11.4% | $14.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 307.71K | +19.1% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Nuveen, LLC | 299.44K | +0.2% | $14.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Squarepoint Ops LLC | 282.23K | 新增 | $13.47M | 0.0% | New | 1 | SEC ↗ |
| 32 | Tidal Investments LLC | 281.31K | +21.5% | $13.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 223.04K | -18.3% | $10.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Rhumbline Advisers | 189.14K | +3.3% | $9.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Point72 Asset Management ✦ | 187.07K | 新增 | $8.93M | 0.0% | New | 1 | SEC ↗ |
| 36 | State Of Wisconsin Investment Board | 182.60K | -3.7% | $8.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Legal & General Group Plc | 162.11K | -9.2% | $7.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | Ameriprise Financial Inc | 160.21K | -80.1% | $7.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | AQR Capital Management ✦ | 153.83K | +659.5% | $7.34M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 40 | Swiss National Bank | 139.50K | 0.0% | $6.66M | 0.0% | Held | 2 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 128.43K | +694.1% | $6.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 112.49K | -0.2% | $5.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 43 | Alliancebernstein L.P. | 82.03K | -93.0% | $5.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | First Trust Advisors Lp | 99.79K | -7.1% | $4.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Corient Private Wealth LP | 101.48K | +550.4% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Healthcare Of Ontario Pension Plan… | 96.19K | 新增 | $4.59M | 0.0% | New | 1 | SEC ↗ |
| 47 | Renaissance Technologies ✦ | 91.50K | 新增 | $4.37M | 0.0% | New | 1 | SEC ↗ |
| 48 | Barclays Plc | 85.86K | -26.7% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 49 | Prudential Financial Inc | 84.19K | +0.1% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | California State Teachers… | 83.79K | +21.3% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Sei Investments Co | 83.22K | +50.1% | $3.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Hsbc Holdings Plc | 80.72K | 新增 | $3.90M | 0.0% | New | 1 | SEC ↗ |
| 53 | Neuberger Berman Group LLC | 78.97K | -80.5% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Envestnet Asset Management Inc | 65.28K | +9.3% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Deutsche Bank Ag\ | 64.05K | +11.4% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | Tudor Investment Corp Et Al | 55.32K | 新增 | $2.64M | 0.0% | New | 1 | SEC ↗ |
| 57 | National Bank Of Canada /Fi/ | 53.06K | -30.8% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Bnp Paribas Financial Markets | 48.39K | +113.6% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 45.77K | +217.2% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Us Bancorp \De\ | 45.77K | +1580.1% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Mackenzie Financial Corp | 43.51K | +895.3% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Zurcher Kantonalbank (Zurich… | 39.36K | +34.0% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 34.16K | -1.7% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 32.73K | +0.9% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 33.79K | +14786.8% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Janus Henderson Group Plc | 30.00K | 0.0% | $1.43M | 0.0% | Held | 2 | SEC ↗ |
| 67 | Creative Planning | 24.56K | -51.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Citigroup Inc | 24.53K | +33.3% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Dimensional Fund Advisors Lp | 23.96K | -3.7% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | New York State Common Retirement… | 22.55K | 0.0% | $1.08M | 0.0% | Held | 2 | SEC ↗ |
| 71 | Hrt Financial Lp | 20.42K | 新增 | $974,000 | 0.0% | New | 1 | SEC ↗ |
| 72 | Universal- Beteiligungs- und… | 19.45K | +11.7% | $927,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | CIBC Bancorp USA Inc. | 18.04K | — | $867,212 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 74 | Amundi | 17.55K | +51.7% | $837,553 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 75 | Fifth Third Bancorp | 16.47K | +2927.6% | $785,928 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Stifel Financial Corp | 16.31K | -10.8% | $778,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | LPL Financial LLC | 15.55K | -73.2% | $742,020 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | State Board Of Administration Of… | 15.41K | 0.0% | $735,317 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Sumitomo Mitsui Trust Group, Inc. | 14.86K | 0.0% | $709,310 | 0.0% | Held | 2 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 14.73K | +70.8% | $703,054 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 81 | Cibc World Market Inc. | 14.31K | -1.6% | $682,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Blair William & Co/Il | 13.22K | -34.0% | $631,049 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Victory Capital Management Inc | 12.13K | -94.4% | $578,987 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Truist Financial Corp | 11.89K | -13.7% | $567,538 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Cwm, Llc | 11.43K | +497.6% | $545,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Voya Investment Management Llc | 11.37K | -97.8% | $542,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 11.16K | +7.2% | $532,603 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | ProShare Advisors LLC | 10.90K | -19.9% | $520,148 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 8.75K | +26.9% | $417,687 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 90 | Cetera Investment Advisers | 8.32K | -14.1% | $396,975 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Mercer Global Advisors Inc /Adv | 7.44K | 新增 | $354,947 | 0.0% | New | 1 | SEC ↗ |
| 92 | Capstone Investment Advisors, Llc | 7.37K | 新增 | $351,458 | 0.0% | New | 1 | SEC ↗ |
| 93 | Wealth Enhancement Advisory… | 6.55K | 新增 | $308,320 | 0.0% | New | 1 | SEC ↗ |
| 94 | Royal Bank Of Canada | 6.37K | +0.5% | $304,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 95 | Captrust Financial Advisors | 6.07K | 新增 | $289,851 | 0.0% | New | 1 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 5.38K | +10.1% | $256,781 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 97 | BNP Paribas Asset Management… | 722 | -7.4% | $34,454 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Osaic Holdings, Inc. | 553 | +32.0% | $26,392 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 99 | Mitsubishi UFJ Asset Management… | 368 | 0.0% | $17,561 | 0.0% | Held | 2 | SEC ↗ |
| 100 | Danske Bank A/S | 100 | -66.7% | $4,772 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Squarepoint Ops LLC | $13.47M | 0.0% |
| Point72 Asset Management | $8.93M | 0.0% |
| Healthcare Of Ontario Pension… | $4.59M | 0.0% |
| Renaissance Technologies | $4.37M | 0.0% |
| Hsbc Holdings Plc | $3.90M | 0.0% |
| Tudor Investment Corp Et Al | $2.64M | 0.0% |
| Hrt Financial Lp | $974,000 | 0.0% |
| Mercer Global Advisors Inc… | $354,947 | 0.0% |
| Capstone Investment Advisors… | $351,458 | 0.0% |
| Wealth Enhancement Advisory… | $308,320 | 0.0% |
| Captrust Financial Advisors | $289,851 | 0.0% |
已清仓
| Holocene Advisors, LP | $35.24M | 曾为 0.1% |
| Massachusetts Financial… | $29.58M | 曾为 0.0% |
| Loomis Sayles & Co L P | $24.50M | 曾为 0.0% |
| HighTower Advisors, LLC | $2.86M | 曾为 0.0% |
| Credit Agricole S A | $2.46M | 曾为 0.0% |
| Td Asset Management Inc | $952,796 | 曾为 0.0% |
| Mirae Asset Global… | $318,155 | 曾为 0.0% |
| CIBC Asset Management Inc | $202,264 | 曾为 0.0% |
| Optiver Holding B.V. | $11,807 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 262 持有人, 80.54M 股份, $3.66B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
Jul 31
SC 13G/A — MILLENNIUM MANAGEMENT LLC
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据