Position in STEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,713,719
-$3,448,870 QoQ
Shares Held
182,601
-3.7% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $425,265,729 across 37 Asset Management names. STEP ranks #16 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
80,280 | $77,206,078 | |
| 2 | BX |
Blackstone Inc.
|
395,464 | $45,474,405 | |
| 3 | KKR |
KKR & Co. Inc.
|
339,326 | $31,387,655 | |
| 4 | APO |
Apollo Global Management, Inc.
|
238,854 | $26,613,112 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
650,299 | $26,317,600 | |
| 6 | AMP |
Ameriprise Financial Inc
|
52,490 | $23,326,556 | |
| 7 | STT |
State Street Corp
|
174,020 | $22,023,971 | |
| 8 | PFG |
Principal Financial Group Inc
|
200,708 | $18,085,797 |
All Filings in STEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,713,719 | 182,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,162,589 | 189,537 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,878,386 | 181,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,072,528 | 181,487 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,776,463 | 187,181 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,572,476 | 182,662 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,625,581 | 169,375 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,089,259 | 176,275 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,651,249 | 186,101 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,275,096 | 228,561 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,440,488 | 203,942 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,613,733 | 226,269 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,585,837 | 230,154 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,368,601 | 252,923 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,271,398 | 255,871 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,744,867 | 259,119 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,420,382 | 254,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,093,196 | 242,800 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,352,992 | 242,800 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,352,320 | 242,800 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,563,556 | 242,800 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,771,100 | 44,500 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,330,500 | 50,000 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||