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; 1,260 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 | 1,260 | $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 | 904 | $20.5B |
| Q3 2023 | 842 | $18.3B |
| Q2 2023 | 845 | $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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 174 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 170 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 160 | $12.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 160 | $12.0K | 0.00% | +160 | New |
| Cary Street Partners Asset Management LLC | 150 | $11.6K | 0.00% | −147−49.5% | Reduced |
| Sutton Wealth Advisors Inc. | 150 | $11.6K | 0.00% | −11−6.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 142 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 137 | $10.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 132 | $10.2K | 0.01% | +132 | New |
| Salem Investment Counselors Inc | 127 | $9.93K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 125 | $9.70K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 124 | $9.62K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 124 | $9.62K | 0.00% | +124 | New |
| JFS Wealth Advisors, LLC | 120 | $9.31K | 0.00% | −41−25.5% | Reduced |
| RFP Financial Group LLC | 119 | $9.23K | 0.00% | +119 | New |
| North Star Investment Management Corp. | 113 | $8.77K | 0.00% | +13+13.0% | Added |
| Eagle Bay Advisors LLC | 108 | $8.38K | 0.00% | +20+22.7% | Added |
| Johnson Midwest Financial, LLC | 100 | $8.00K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $7.76K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $7.76K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $7.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 99 | $7.68K | 0.00% | +7+7.6% | Added |
| Core Alternative Capital | 95 | $7.40K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 93 | $7.21K | 0.00% | +33+55.0% | Added |
| EWG Elevate Inc. | 91 | $7.06K | 0.00% | +91 | New |
| Benjamin Edwards Inc | 91 | $7.00K | 0.00% | +1+1.1% | Added |
| Tradition Wealth Management, LLC | 93 | $7.00K | 0.00% | +6+6.9% | Added |
| Kistler-Tiffany Companies, LLC | 90 | $6.98K | 0.00% | 00.0% | Unchanged |
| Motco | 80 | $6.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 79 | $6.13K | 0.00% | +15+23.4% | Added |
| Rosenberg Matthew Hamilton | 77 | $5.99K | 0.00% | +1+1.3% | Added |
| Dark Forest Capital Management LP | 77 | $5.97K | 0.00% | −25−24.5% | Reduced |
| Baker Avenue Asset Management, LP | 77 | $5.97K | 0.00% | +77 | New |
| Creative Financial Designs Inc | 76 | $5.89K | 0.00% | −96−55.8% | Reduced |
| Raffa Wealth Management, LLC | 73 | $5.66K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 66 | $5.12K | 0.00% | +66 | New |
| First Community Trust NA | 66 | $5.00K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 61 | $4.73K | 0.00% | +47+335.7% | Added |
| McIlrath & Eck, LLC | 60 | $4.65K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 56 | $4.34K | 0.00% | −162−74.3% | Reduced |
| Aspire Private Capital, LLC | 55 | $4.27K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $4.27K | 0.00% | +55 | New |
| Financial Management Professionals, Inc. | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 50 | $3.88K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 50 | $3.88K | 0.00% | +50 | New |
| Disciplined Investments, LLC | 48 | $3.72K | 0.00% | −4−7.7% | Reduced |
| Schubert & Co | 45 | $3.49K | 0.00% | −4−8.2% | Reduced |
| American National Bank | 35 | $3.00K | 0.00% | −26−42.6% | Reduced |
| TFC Financial Management | 38 | $2.95K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $2.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $2.71K | 0.00% | −1−2.8% | Reduced |
| Proequities, Inc. | 34 | $2.66K | 0.00% | +31+1,033.3% | Added |
| Abound Wealth Management | 34 | $2.65K | 0.00% | +6+21.4% | Added |
| Adirondack Trust Co | 31 | $2.40K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $2.33K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 30 | $2.33K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 30 | $2.33K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 25 | $2.00K | 0.00% | −26−51.0% | Reduced |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | −28−53.8% | Reduced |
| Hantz Financial Services, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 21 | $2.00K | 0.00% | +21 | New |
| CoreCap Advisors, LLC | 24 | $1.86K | 0.00% | +24 | New |
| Stonebridge Capital Advisors LLC | 23 | $1.82K | 0.00% | −2−8.0% | Reduced |
| West Paces Advisors Inc. | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $1.41K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 18 | $1.40K | 0.00% | +18 | New |
| Optimum Investment Advisors | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 14 | $1.09K | 0.00% | +14 | New |
| Bellwether Advisors, LLC | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Penserra Capital Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| Creative Capital Management Investments LLC | 7 | $1.00K | 0.00% | +7 | New |
| SOA Wealth Advisors, LLC. | 11 | $856 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $776 | 0.00% | −70−87.5% | Reduced |
| Barrett & Company, Inc. | 10 | $776 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 9 | $698 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $621 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $465 | 0.00% | +1+20.0% | Added |
| Castleview Partners, LLC | 5 | $387 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $310 | 0.00% | +4 | New |
| Larson Financial Group LLC | 4 | $310 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 2 | $198 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 78 | $26 | 0.00% | +78 | New |
| Rise Advisors, LLC | 0 | $13 | 0.00% | −600−100.0% | Reduced |
| Valley National Advisers Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 42,633 | – | – | −1,971−4.4% | Reduced |
| Boston Partners | 0 | $0 | 0.00% | −1,191,075−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −329,195−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −108,562−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −83,800−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −69,929−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −41,500−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −38,857−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −35,298−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −29,523−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −27,554−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −18,005−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,835−100.0% | Sold out |