Position in STEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$104,393,384
-$51,723,789 QoQ
Shares Held
2,524,018
-22.8% QoQ
Ownership
2.09%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 273 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital World Investors holds $11,819,052,668 across 18 Asset Management names. STEP ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
78,684,708 | $3,351,181,713 | |
| 2 | APO |
Apollo Global Management, Inc.
|
18,279,251 | $2,162,618,185 | |
| 3 | ARES |
Ares Management Corp
|
10,644,025 | $1,184,786,422 | |
| 4 | BX |
Blackstone Inc.
|
6,935,655 | $816,118,523 | |
| 5 | BLK |
BlackRock, Inc.
|
784,722 | $754,557,286 | |
| 6 | KKR |
KKR & Co. Inc.
|
7,775,190 | $713,606,938 | |
| 7 | PFG |
Principal Financial Group Inc
|
6,040,005 | $650,991,738 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
13,485,369 | $604,818,799 |
All Filings in STEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,393,384 | 2,524,018 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $156,117,173 | 3,271,525 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $196,154,535 | 3,056,795 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $193,446,652 | 2,961,976 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $158,696,200 | 2,859,391 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $134,220,601 | 2,569,799 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $147,441,891 | 2,547,372 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $144,904,054 | 2,549,781 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $116,571,062 | 2,540,228 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $90,787,748 | 2,540,228 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $80,855,457 | 2,540,228 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $80,220,400 | 2,540,228 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $61,160,445 | 2,465,153 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $58,619,331 | 2,415,300 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $60,817,254 | 2,415,300 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $59,199,003 | 2,415,300 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $55,378,825 | 2,127,500 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $49,490,820 | 1,497,000 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $62,230,290 | 1,497,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $63,832,080 | 1,497,000 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $51,496,800 | 1,497,000 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $52,799,190 | 1,497,000 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $27,860,000 | 700,000 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $18,627,000 | 700,000 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||