Position in STEP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,768,256
-$22,199,224 QoQ
Shares Held
78,966
-80.5% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 92.77917078236203.ToString("F0")%
Shared 0.ToString("F0")%
None 7.220829217637971.ToString("F0")%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $1,912,929,629 across 57 Asset Management names. STEP ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,177,376 | $480,356,465 | |
| 2 | BLK |
BlackRock, Inc.
|
315,260 | $303,188,693 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
7,149,678 | $289,347,468 | |
| 4 | APO |
Apollo Global Management, Inc.
|
2,039,907 | $227,286,437 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
3,774,413 | $167,772,656 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
2,227,778 | $114,440,955 | |
| 7 | KKR |
KKR & Co. Inc.
|
863,825 | $79,903,812 | |
| 8 | HLNE |
Hamilton Lane INC
|
710,748 | $70,648,350 |
All Filings in STEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,768,256 | 78,966 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $25,967,480 | 404,667 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $25,554,823 | 391,285 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $14,163,433 | 255,197 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $6,385,012 | 122,248 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,859,162 | 308,555 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $13,155,349 | 231,486 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $342,018 | 7,453 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $237,849 | 6,655 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $217,398 | 6,830 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $228,133 | 7,224 | Shares | Defined | 2023-11-14 | |
| 2022-03-31 | $346,468 | 10,480 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $422,766 | 10,170 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $352,206 | 8,260 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $303,270 | 8,816 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||