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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 4,075 | $316.1K | 0.00% | +116+2.9% | Added |
| LMR Partners LLP | 4,069 | $315.6K | 0.01% | +4,069 | New |
| AE Wealth Management LLC | 4,054 | $314.5K | 0.00% | −130−3.1% | Reduced |
| Busey Wealth Management | 4,053 | $314.4K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,049 | $314.1K | 0.03% | +4,049 | New |
| Toroso Investments, LLC | 4,045 | $314.0K | 0.01% | +194+5.0% | Added |
| Fund Management at Engine No. 1 LLC | 4,039 | $313.3K | 0.08% | +503+14.2% | Added |
| Raymond James Trust N.A. | 4,033 | $313.0K | 0.01% | −263−6.1% | Reduced |
| Park Avenue Securities LLC | 4,036 | $313.0K | 0.01% | +4,036 | New |
| Comerica Securities,inc. | 3,991 | $312.1K | 0.02% | −38−0.9% | Reduced |
| MQS Management LLC | 3,980 | $308.7K | 0.21% | +3,980 | New |
| Quantitative Investment Management, LLC | 3,976 | $308.0K | 0.06% | −6,367−61.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,936 | $305.3K | 0.03% | −48−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,935 | $305.2K | 0.01% | +325+9.0% | Added |
| BKD Wealth Advisors, LLC | 3,922 | $304.2K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 3,900 | $302.5K | 0.11% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,890 | $302.0K | 0.01% | +133+3.5% | Added |
| Beacon Pointe Advisors, LLC | 3,846 | $298.3K | 0.01% | −630−14.1% | Reduced |
| Steel Peak Wealth Management LLC | 3,778 | $295.4K | 0.02% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,798 | $294.6K | 0.01% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,742 | $290.3K | 0.03% | −555−12.9% | Reduced |
| Financial Advisory Corp | 3,737 | $290.0K | 0.14% | +105+2.9% | Added |
| Blue Fin Capital, Inc. | 3,700 | $287.0K | 0.11% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,674 | $285.0K | 0.03% | +19+0.5% | Added |
| Main Street Financial Solutions, LLC | 3,651 | $283.0K | 0.04% | +319+9.6% | Added |
| Brown Miller Wealth Management, LLC | 3,635 | $282.0K | 0.18% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,596 | $278.9K | 0.04% | −391−9.8% | Reduced |
| CAPROCK Group, Inc. | 3,552 | $277.8K | 0.03% | −435−10.9% | Reduced |
| Advisors Management Group Inc | 3,541 | $275.0K | 0.10% | +57+1.6% | Added |
| Edge Capital Group, LLC | 3,516 | $272.7K | 0.02% | −950−21.3% | Reduced |
| Howland Capital Management LLC | 3,471 | $271.4K | 0.02% | +3,471 | New |
| Highland Capital Management, LLC | 3,500 | $271.0K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 3,493 | $271.0K | 0.40% | 00.0% | Unchanged |
| Whittier Trust Co | 3,482 | $270.1K | 0.01% | −50−1.4% | Reduced |
| Beaumont Financial Advisors, LLC | 3,460 | $268.4K | 0.03% | +3,460 | New |
| NorthRock Partners, LLC | 3,424 | $265.6K | 0.03% | +3,424 | New |
| Front Barnett Associates LLC | 3,400 | $264.0K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 3,345 | $259.0K | 0.02% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,319 | $257.5K | 0.05% | +3,319 | New |
| Hilltop Holdings Inc. | 3,248 | $251.9K | 0.03% | +3,248 | New |
| HB Wealth Management, LLC | 3,237 | $251.1K | 0.00% | +3,237 | New |
| JJJ Advisors Inc. | 3,040 | $250.5K | 0.07% | +38+1.3% | Added |
| Fluent Financial, LLC | 3,223 | $250.0K | 0.15% | −15,819−83.1% | Reduced |
| Private Trust Co NA | 3,206 | $249.0K | 0.04% | −6−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 3,198 | $248.1K | 0.02% | −468−12.8% | Reduced |
| NBT Bank N A | 3,187 | $247.2K | 0.04% | +3,187 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,180 | $246.7K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 3,158 | $245.0K | 0.26% | +3,158 | New |
| Zhang Financial LLC | 3,151 | $244.4K | 0.03% | +3,151 | New |
| Somerville Kurt F | 3,150 | $244.3K | 0.05% | +3,150 | New |
| Quadrant Capital Group LLC | 3,113 | $241.5K | 0.03% | +937+43.1% | Added |
| Voya Financial Advisors, Inc. | 3,043 | $238.4K | 0.03% | +3,043 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 3,051 | $236.7K | 0.00% | −7,022−69.7% | Reduced |
| BLB&B Advisors, LLC | 3,050 | $236.6K | 0.02% | +3,050 | New |
| Prio Wealth Limited Partnership | 3,022 | $234.4K | 0.01% | −300−9.0% | Reduced |
| Webster Bank, N. A. | 2,998 | $233.0K | 0.03% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 3,000 | $232.7K | 0.05% | +3,000 | New |
| Paragon Capital Management Ltd | 2,993 | $232.2K | 0.06% | +2,993 | New |
| Burt Wealth Advisors | 2,988 | $231.8K | 0.08% | +2,988 | New |
| Applied Finance Capital Management, LLC | 2,983 | $231.4K | 0.03% | +2,983 | New |
| Lazard Asset Management LLC | 2,997 | $231.0K | 0.00% | +2,191+271.8% | Added |
| Shorepoint Capital Partners LLC | 2,921 | $227.0K | 0.06% | +2,921 | New |
| Stratos Wealth Partners, LTD. | 2,908 | $225.6K | 0.01% | +2,908 | New |
| Atlantic Trust, LLC | 2,888 | $224.0K | 0.07% | +26+0.9% | Added |
| Kidder Stephen W | 2,875 | $223.0K | 0.08% | +2,875 | New |
| Integrated Wealth Concepts LLC | 2,817 | $219.0K | 0.01% | +2,817 | New |
| Financial Advisors, LLC | 2,820 | $218.7K | 0.06% | +2,820 | New |
| Johnson Investment Counsel Inc | 2,800 | $217.2K | 0.00% | +2,800 | New |
| Marino, Stram & Associates LLC | 2,759 | $214.0K | 0.07% | +2,759 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,757 | $213.9K | 0.04% | +2,757 | New |
| Laurel Wealth Advisors, Inc. | 2,749 | $213.0K | 0.02% | +2,749 | New |
| Squarepoint Ops LLC | 2,740 | $212.5K | 0.00% | −12,986−82.6% | Reduced |
| Bokf, NA | 2,722 | $211.1K | 0.00% | +2,722 | New |
| Rathbone Brothers plc | 2,390 | $210.8K | 0.00% | +2,390 | New |
| Peterson Wealth Management | 2,709 | $210.1K | 0.21% | +2,709 | New |
| Modera Wealth Management, LLC | 2,689 | $208.6K | 0.01% | +2,689 | New |
| Walleye Trading LLC | 2,671 | $207.2K | 0.01% | +2,671 | New |
| Philadelphia Trust Co | 2,650 | $206.0K | 0.02% | +2,650 | New |
| Cohen Klingenstein LLC | 2,650 | $205.6K | 0.01% | +2,650 | New |
| Gateway Investment Advisers LLC | 2,637 | $204.6K | 0.00% | +2,637 | New |
| Foster & Motley Inc | 2,622 | $203.0K | 0.02% | −2,113−44.6% | Reduced |
| Savant Capital, LLC | 2,609 | $202.4K | 0.00% | +2,609 | New |
| Banque Cantonale Vaudoise | 2,598 | $202.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,610 | $202.0K | 0.01% | +2,610 | New |
| Patton Albertson Miller Group, LLC | 2,602 | $201.8K | 0.04% | +2,602 | New |
| Heritage Trust Co | 2,595 | $201.3K | 0.03% | +2,595 | New |
| Mirova | 2,589 | $200.8K | 0.03% | +2,589 | New |
| Bollard Group LLC | 2,571 | $199.0K | 0.01% | +26+1.0% | Added |
| IFP Advisors, Inc | 1,897 | $188.0K | 0.01% | −215−10.2% | Reduced |
| Sentry Investment Management LLC | 2,411 | $187.0K | 0.08% | +87+3.7% | Added |
| First Horizon Advisors, Inc. | 2,331 | $180.8K | 0.01% | −8−0.3% | Reduced |
| Sargent Bickham Lagudis LLC | 2,245 | $174.1K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,173 | $169.0K | 0.09% | −245−10.1% | Reduced |
| Bank of New Hampshire | 2,140 | $166.0K | 0.05% | −80−3.6% | Reduced |
| First Manhattan Co | 2,119 | $164.4K | 0.00% | +148+7.5% | Added |
| GWM Advisors LLC | 2,608 | $164.1K | 0.00% | +2,608 | New |
| Parallel Advisors, LLC | 2,074 | $160.9K | 0.01% | −628−23.2% | Reduced |
| Gyon Technologies Capital Management, LP | 2,074 | $160.9K | 0.06% | −58,045−96.6% | Reduced |
| Romano Brothers and Company | 2,030 | $157.5K | 0.02% | +2,030 | New |
| Ellevest, Inc. | 1,940 | $150.5K | 0.01% | −1,746−47.4% | Reduced |