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, Q1 2022
Institutional positions in State Street Corp as of Mar 31, 2022. 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
- 877
- −14 vs. Q4 2021
- Shares held
- 336.4M
- +742.0K (+0.2%) vs. Q4 2021
- Total value
- $29.3B
- −$1.91B (−6.1%) vs. Q4 2021
- New holders
- 67
- 311 more added
- Sold out
- 81
- 300 more reduced
10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 5 | $0 | 0.00% | −460−98.9% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 10 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $348 | 0.00% | – | – |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $1.00K | 0.00% | +16 | New |
| Beacon Capital Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Caldwell Trust Co | 18 | $1.57K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 20 | $1.74K | 0.00% | +20 | New |
| Lenox Wealth Advisors, LLC | 22 | $2.00K | 0.00% | −43−66.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 26 | $2.00K | 0.00% | +3+13.0% | Added |
| GW&K Investment Management, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Archer Investment Corp | 35 | $2.90K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Cordant, Inc. | 34 | $3.00K | 0.00% | +34 | New |
| Karlinski Andrew C | 29 | $3.00K | 0.01% | +29 | New |
| Sittner & Nelson, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 46 | $4.00K | 0.00% | +46 | New |
| Beaird Harris Wealth Management, LLC | 60 | $5.00K | 0.00% | −500−89.3% | Reduced |
| McIlrath & Eck, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 52 | $5.00K | 0.00% | −3−5.5% | Reduced |
| Aspire Private Capital, LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 52 | $5.00K | 0.00% | −6−10.3% | Reduced |
| Financial Management Professionals, Inc. | 54 | $5.00K | 0.00% | +7+14.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $6.00K | 0.00% | +11+18.6% | Added |
| HighMark Wealth Management LLC | 73 | $6.00K | 0.00% | +36+97.3% | Added |
| Core Alternative Capital | 70 | $6.00K | 0.00% | +55+366.7% | Added |
| First Community Trust NA | 66 | $6.00K | 0.01% | +66 | New |
| Raffa Wealth Management, LLC | 73 | $6.36K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 83 | $7.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| Motco | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 84 | $7.00K | 0.00% | +84 | New |
| Benjamin Edwards Inc | 88 | $8.00K | 0.00% | −128−59.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 107 | $9.00K | 0.00% | −46−30.1% | Reduced |
| Capital Advisors, Ltd. LLC | 99 | $9.00K | 0.00% | −5−4.8% | Reduced |
| North Star Investment Management Corp. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 114 | $10.0K | 0.00% | +100+714.3% | Added |
| IndexIQ Advisors LLC | 110 | $10.0K | 0.00% | +110 | New |
| Salem Investment Counselors Inc | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 122 | $11.0K | 0.00% | +122 | New |
| Tucker Asset Management LLC | 137 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 134 | $12.0K | 0.00% | −60−30.9% | Reduced |
| MV Capital Management, Inc. | 143 | $12.0K | 0.00% | −5−3.4% | Reduced |
| Atlas Capital Advisors LLC | 140 | $12.2K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 145 | $12.6K | 0.00% | +9+6.6% | Added |
| United Community Bank | 145 | $12.6K | 0.01% | +145 | New |
| Sutton Wealth Advisors Inc. | 148 | $12.9K | 0.00% | +11+8.0% | Added |
| Cribstone Capital Management, LLC | 145 | $13.0K | 0.01% | −73−33.5% | Reduced |
| Credit Agricole S A | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 158 | $13.9K | 0.00% | +158 | New |
| Bogart Wealth, LLC | 160 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 158 | $14.0K | 0.00% | +158 | New |
| Tyler-Stone Wealth Management | 170 | $15.0K | 0.01% | −26−13.3% | Reduced |
| Central Bank & Trust Co | 174 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 180 | $16.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 180 | $16.0K | 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% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 190 | $17.0K | 0.00% | +67+54.5% | Added |
| Prospera Financial Services Inc | 200 | $17.0K | 0.00% | +200 | New |
| Siena Capital LLC | 200 | $17.0K | 0.01% | +200 | New |
| Proequities, Inc. | 204 | $18.0K | 0.00% | −410−66.8% | Reduced |
| Earnest Partners LLC | 203 | $18.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 218 | $19.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 230 | $20.0K | 0.00% | −15−6.1% | Reduced |
| Tarbox Family Office, Inc. | 229 | $20.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 232 | $20.0K | 0.00% | +232 | New |
| Howe & Rusling Inc | 242 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 241 | $21.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 281 | $24.0K | 0.00% | +13+4.9% | Added |