State Street Corp
STT- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000093751
In the last 90 days, State Street Corp insiders filed 0 open-market purchases and 4 sales; 1,261 institutions reported holding it in 13F filings for Q2 2026, worth $42.6B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Other share classesSTT.PG
13F holders, Q3 2021
Institutional positions in State Street Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 841
- +14 vs. Q2 2021
- Shares held
- 329.8M
- +19.3M (+6.2%) vs. Q2 2021
- Total value
- $28.1B
- +$2.46B (+9.6%) vs. Q2 2021
- New holders
- 67
- 300 more added
- Sold out
- 53
- 291 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,261 | $42.6B |
| Q1 2026 | 1,141 | $32.2B |
| Q4 2025 | 1,102 | $33.4B |
| Q3 2025 | 1,033 | $30.3B |
| Q2 2025 | 997 | $27.6B |
| Q1 2025 | 991 | $23.3B |
| Q4 2024 | 1,006 | $25.3B |
| Q3 2024 | 924 | $22.8B |
| Q2 2024 | 904 | $20.1B |
| Q1 2024 | 921 | $20.7B |
| Q4 2023 | 905 | $20.5B |
| Q3 2023 | 843 | $18.3B |
| Q2 2023 | 846 | $21.1B |
| Q1 2023 | 903 | $22.8B |
| Q4 2022 | 887 | $24.2B |
| Q3 2022 | 830 | $19.9B |
| Q2 2022 | 840 | $20.3B |
| Q1 2022 | 877 | $29.3B |
| Q4 2021 | 901 | $31.3B |
| Q3 2021 | 841 | $28.1B |
| Q2 2021 | 834 | $25.6B |
| Q1 2021 | 839 | $26.8B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $338 | 0.00% | – | – |
| Column Capital Advisors, LLC | 11 | $1.00K | 0.00% | −1−8.3% | Reduced |
| Bellwether Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $1.00K | 0.00% | +1+7.1% | Added |
| Prentice Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Kelly Financial Services LLC | 22 | $1.90K | 0.00% | −1,814−98.8% | Reduced |
| Capital Analysts, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 38 | $3.00K | 0.00% | −250−86.8% | Reduced |
| Adirondack Trust Co | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Credit Agricole S A | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 51 | $4.00K | 0.00% | +51 | New |
| Wolff Wiese Magana LLC | 59 | $5.00K | 0.00% | −21−26.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $5.00K | 0.00% | +3+5.8% | Added |
| First Command Bank | 64 | $5.00K | 0.00% | +64 | New |
| First Command Financial Services, Inc. | 64 | $5.00K | 0.00% | +64 | New |
| Bell Investment Advisors, Inc | 57 | $5.00K | 0.00% | +57 | New |
| Halpern Financial, Inc. | 70 | $5.93K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 75 | $6.00K | 0.00% | −163−68.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 63 | $6.00K | 0.00% | +1+1.6% | Added |
| Bedel Financial Consulting, Inc. | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 74 | $6.00K | 0.00% | +74 | New |
| Syverson Strege & Co | 69 | $6.00K | 0.00% | +69 | New |
| Raffa Wealth Management, LLC | 73 | $6.18K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 80 | $6.78K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 109 | $7.00K | 0.01% | −2,575−95.9% | Reduced |
| CVA Family Office, LLC | 117 | $7.00K | 0.01% | −328−73.7% | Reduced |
| Motco | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 88 | $7.00K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 89 | $8.00K | 0.00% | +23+34.8% | Added |
| Red Tortoise LLC | 132 | $8.00K | 0.01% | +132 | New |
| Creative Financial Designs Inc | 105 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 105 | $9.00K | 0.00% | +49+87.5% | Added |
| Salem Investment Counselors Inc | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 136 | $11.5K | 0.00% | +136 | New |
| Sutton Wealth Advisors Inc. | 137 | $11.6K | 0.00% | +3+2.2% | Added |
| Atlas Capital Advisors LLC | 140 | $11.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 144 | $12.0K | 0.01% | −127−46.9% | Reduced |
| Meridian Wealth Partners, LLC | 142 | $12.0K | 0.00% | +142 | New |
| Bartlett & Co. LLC | 158 | $13.0K | 0.00% | −236−59.9% | Reduced |
| Evoke Wealth, LLC | 153 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 158 | $13.5K | 0.00% | −236−59.9% | Reduced |
| Tucker Asset Management LLC | 137 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 160 | $14.0K | 0.00% | +160 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 180 | $15.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 174 | $15.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 174 | $15.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 171 | $15.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 193 | $16.0K | 0.01% | +60+45.1% | Added |
| South State Corp. | 185 | $16.0K | 0.00% | +185 | New |
| Brewin Dolphin Ltd | 200 | $16.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $17.0K | 0.00% | −200−50.0% | Reduced |
| Earnest Partners LLC | 203 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $17.0K | 0.01% | +200 | New |
| BerganKDV Wealth Management, LLC | 218 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 218 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 229 | $19.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 220 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 241 | $20.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 242 | $21.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 264 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 271 | $23.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 290 | $25.0K | 0.01% | +22+8.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $25.4K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 310 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 334 | $28.0K | 0.00% | −3,917−92.1% | Reduced |
| Pflug Koory, LLC | 325 | $28.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 339 | $29.0K | 0.00% | −655−65.9% | Reduced |
| IFP Advisors, Inc | 338 | $29.0K | 0.00% | +17+5.3% | Added |
| Zions Bancorporation, N.A. | 354 | $30.0K | 0.00% | −15−4.1% | Reduced |
| Harvest Fund Management Co., Ltd | 377 | $31.0K | 0.01% | +377 | New |
| Smithfield Trust Co | 371 | $32.0K | 0.00% | 00.0% | Unchanged |