Position in STEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,967,921
-$745,798 QoQ
Shares Held
192,648
+5.5% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#55
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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $447,615,293 across 38 Asset Management names. STEP ranks #16 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
79,365 | $76,314,209 | |
| 2 | BX |
Blackstone Inc.
|
396,172 | $46,617,559 | |
| 3 | KKR |
KKR & Co. Inc.
|
334,515 | $30,701,786 | |
| 4 | APO |
Apollo Global Management, Inc.
|
251,989 | $29,812,818 | |
| 5 | STT |
State Street Corp
|
173,943 | $29,500,732 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
627,499 | $26,725,182 | |
| 7 | AMP |
Ameriprise Financial Inc
|
49,336 | $22,633,383 | |
| 8 | PFG |
Principal Financial Group Inc
|
158,031 | $17,032,581 |
All Filings in STEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,967,921 | 192,648 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||