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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, Q4 2022

Institutional positions in State Street Corp as of Dec 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
887
+75 vs. Q3 2022
Shares held
312.2M
−13.2M (−4.1%) vs. Q3 2022
Total value
$24.2B
+$4.39B (+22.1%) vs. Q3 2022
New holders
129
275 more added
Sold out
54
318 more reduced

18 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 887 institutions
Q1 2021: 839 institutionsQ2 2021: 834 institutionsQ3 2021: 841 institutionsQ4 2021: 901 institutionsQ1 2022: 877 institutionsQ2 2022: 840 institutionsQ3 2022: 830 institutionsQ4 2022: 887 institutionsQ1 2023: 903 institutionsQ2 2023: 846 institutionsQ3 2023: 843 institutionsQ4 2023: 905 institutionsQ1 2024: 921 institutionsQ2 2024: 904 institutionsQ3 2024: 924 institutionsQ4 2024: 1,006 institutionsQ1 2025: 991 institutionsQ2 2025: 997 institutionsQ3 2025: 1,033 institutionsQ4 2025: 1,102 institutionsQ1 2026: 1,141 institutionsQ2 2026: 1,261 institutions
Value heldQ4 2022: $24.2B
Q1 2021: $26.8BQ2 2021: $25.6BQ3 2021: $28.1BQ4 2021: $31.3BQ1 2022: $29.3BQ2 2022: $20.3BQ3 2022: $19.9BQ4 2022: $24.2BQ1 2023: $22.8BQ2 2023: $21.1BQ3 2023: $18.3BQ4 2023: $20.5BQ1 2024: $20.7BQ2 2024: $20.1BQ3 2024: $22.8BQ4 2024: $25.3BQ1 2025: $23.3BQ2 2025: $27.6BQ3 2025: $30.3BQ4 2025: $33.4BQ1 2026: $32.2BQ2 2026: $42.6B
Institutions holding STT and their total value by quarter
QuarterHoldersValue
Q2 20261,261$42.6B
Q1 20261,141$32.2B
Q4 20251,102$33.4B
Q3 20251,033$30.3B
Q2 2025997$27.6B
Q1 2025991$23.3B
Q4 20241,006$25.3B
Q3 2024924$22.8B
Q2 2024904$20.1B
Q1 2024921$20.7B
Q4 2023905$20.5B
Q3 2023843$18.3B
Q2 2023846$21.1B
Q1 2023903$22.8B
Q4 2022887$24.2B
Q3 2022830$19.9B
Q2 2022840$20.3B
Q1 2022877$29.3B
Q4 2021901$31.3B
Q3 2021841$28.1B
Q2 2021834$25.6B
Q1 2021839$26.8B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q3 2022.

Institutions holding STT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Valley National Advisers Inc6$00.00%00.0%Unchanged
Rise Advisors, LLC0$130.00%−600−100.0%Reduced
Sofos Investments, Inc.78$260.00%+78New
Tfo-TDC, LLC2$1980.00%+2New
Gradient Investments LLC4$3100.00%+4New
Larson Financial Group LLC4$3100.00%+4New
Castleview Partners, LLC5$3870.00%00.0%Unchanged
Addison Advisors LLC6$4650.00%+1+20.0%Added
Lee Financial Co8$6210.00%00.0%Unchanged
Delos Wealth Advisors, LLC9$6980.00%00.0%Unchanged
Wolff Wiese Magana LLC10$7760.00%−70−87.5%Reduced
Barrett & Company, Inc.10$7760.00%00.0%Unchanged
SOA Wealth Advisors, LLC.11$8560.00%00.0%Unchanged
Ancora Advisors, LLC10$1.00K0.00%+10New
Penserra Capital Management LLC20$1.00K0.00%+20New
Creative Capital Management Investments LLC7$1.00K0.00%+7New
Beacon Capital Management, LLC13$1.01K0.00%00.0%Unchanged
Bellwether Advisors, LLC14$1.08K0.00%00.0%Unchanged
Optimum Investment Advisors14$1.09K0.00%00.0%Unchanged
Colonial Trust Advisors14$1.09K0.00%+14New
My Personal CFO, LLC18$1.40K0.00%+18New
Carolinas Wealth Consulting LLC18$1.41K0.00%00.0%Unchanged
West Paces Advisors Inc.20$1.55K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC23$1.82K0.00%−2−8.0%Reduced
CoreCap Advisors, LLC24$1.86K0.00%+24New
Capital Analysts, LLC25$2.00K0.00%−26−51.0%Reduced
KB Financial Partners, LLC24$2.00K0.00%−28−53.8%Reduced
Hantz Financial Services, Inc.30$2.00K0.00%00.0%Unchanged
Park Place Capital Corp21$2.00K0.00%+21New
Atticus Wealth Management, LLC30$2.33K0.00%00.0%Unchanged
Zullo Investment Group, Inc.30$2.33K0.00%00.0%Unchanged
Acima Private Wealth, LLC30$2.33K0.00%00.0%Unchanged
Adirondack Trust Co31$2.40K0.00%00.0%Unchanged
Abound Wealth Management34$2.65K0.00%+6+21.4%Added
Proequities, Inc.34$2.66K0.00%+31+1,033.3%Added
Archer Investment Corp35$2.71K0.00%00.0%Unchanged
SJS Investment Consulting Inc.35$2.71K0.00%−1−2.8%Reduced
TFC Financial Management38$2.95K0.00%00.0%Unchanged
American National Bank35$3.00K0.00%−26−42.6%Reduced
Schubert & Co45$3.49K0.00%−4−8.2%Reduced
Disciplined Investments, LLC48$3.72K0.00%−4−7.7%Reduced
Credit Agricole S A50$3.88K0.00%00.0%Unchanged
Heritage Wealth Management, LLC50$3.88K0.00%+50New
Financial Management Professionals, Inc.52$4.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC55$4.27K0.00%00.0%Unchanged
Concord Wealth Partners55$4.27K0.00%+55New
BerganKDV Wealth Management, LLC56$4.34K0.00%−162−74.3%Reduced
McIlrath & Eck, LLC60$4.65K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.61$4.73K0.00%+47+335.7%Added
First Community Trust NA66$5.00K0.01%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC66$5.12K0.00%+66New
Raffa Wealth Management, LLC73$5.66K0.00%00.0%Unchanged
Creative Financial Designs Inc76$5.89K0.00%−96−55.8%Reduced
Dark Forest Capital Management LP77$5.97K0.00%−25−24.5%Reduced
Baker Avenue Asset Management, LP77$5.97K0.00%+77New
Rosenberg Matthew Hamilton77$5.99K0.00%+1+1.3%Added
Versant Capital Management, Inc79$6.13K0.00%+15+23.4%Added
Motco80$6.21K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC90$6.98K0.00%00.0%Unchanged
Benjamin Edwards Inc91$7.00K0.00%+1+1.1%Added
Tradition Wealth Management, LLC93$7.00K0.00%+6+6.9%Added
EWG Elevate Inc.91$7.06K0.00%+91New
Beaird Harris Wealth Management, LLC93$7.21K0.00%+33+55.0%Added
Core Alternative Capital95$7.40K0.00%00.0%Unchanged
Bell Investment Advisors, Inc99$7.68K0.00%+7+7.6%Added
Tortoise Investment Management, LLC100$7.76K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.100$7.76K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC100$7.76K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC100$8.00K0.03%00.0%Unchanged
Eagle Bay Advisors LLC108$8.38K0.00%+20+22.7%Added
North Star Investment Management Corp.113$8.77K0.00%+13+13.0%Added
RFP Financial Group LLC119$9.23K0.00%+119New
JFS Wealth Advisors, LLC120$9.31K0.00%−41−25.5%Reduced
DT Investment Partners, LLC124$9.62K0.00%00.0%Unchanged
Delta Asset Management LLC124$9.62K0.00%+124New
Cribstone Capital Management, LLC125$9.70K0.01%00.0%Unchanged
Salem Investment Counselors Inc127$9.93K0.00%00.0%Unchanged
Red Tortoise LLC132$10.2K0.01%+132New
Tucker Asset Management LLC137$10.8K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.142$11.0K0.01%00.0%Unchanged
Cary Street Partners Asset Management LLC150$11.6K0.00%−147−49.5%Reduced
Sutton Wealth Advisors Inc.150$11.6K0.00%−11−6.8%Reduced
Grove Bank & Trust160$12.0K0.00%+160New
Bogart Wealth, LLC160$12.4K0.00%00.0%Unchanged
Tyler-Stone Wealth Management170$13.0K0.01%00.0%Unchanged
Central Bank & Trust Co174$13.5K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC175$14.0K0.00%−32−15.5%Reduced
Farmers & Merchants Trust Co of Chambersburg PA180$14.0K0.01%00.0%Unchanged
Money Concepts Capital Corp192$14.9K0.00%−137−41.6%Reduced
Atlas Capital Advisors LLC195$15.1K0.00%+155+387.5%Added
Clean Yield Group200$15.5K0.01%00.0%Unchanged
Mascoma Wealth Management LLC200$15.5K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.200$15.5K0.01%00.0%Unchanged
Earnest Partners LLC203$15.7K0.00%00.0%Unchanged
Coastal Investment Advisors, Inc.211$16.4K0.00%−31−12.8%Reduced
Thompson Siegel & Walmsley LLC250$19.0K0.00%00.0%Unchanged
United Community Bank245$19.0K0.02%+25+11.4%Added
Smithfield Trust Co250$20.0K0.00%00.0%Unchanged
MV Capital Management, Inc.259$20.1K0.00%+10+4.0%Added
Glen Eagle Advisors, LLC261$20.2K0.01%+261New