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 2023
Institutional positions in State Street Corp as of Mar 31, 2023. 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
- 903
- +34 vs. Q4 2022
- Shares held
- 302.4M
- −8.68M (−2.8%) vs. Q4 2022
- Total value
- $22.8B
- −$1.29B (−5.3%) vs. Q4 2022
- New holders
- 102
- 312 more added
- Sold out
- 68
- 321 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Rise Advisors, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 4 | $305 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5 | $378 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $378 | 0.00% | +3+150.0% | Added |
| Delos Wealth Advisors, LLC | 9 | $682 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $757 | 0.00% | −4−28.6% | Reduced |
| Barrett & Company, Inc. | 10 | $757 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 11 | $813 | 0.00% | +11 | New |
| SOA Wealth Advisors, LLC. | 11 | $836 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $984 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 20 | $1.00K | 0.00% | −11,670−99.8% | Reduced |
| Capital Analysts, LLC | 10 | $1.00K | 0.00% | −15−60.0% | Reduced |
| SkyView Investment Advisors, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Bellwether Advisors, LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 16 | $1.21K | 0.00% | −35,952−100.0% | Reduced |
| Prestige Wealth Management Group LLC | 16 | $1.22K | 0.00% | +16 | New |
| Carolinas Wealth Consulting LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 21 | $1.59K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 23 | $1.76K | 0.00% | +15+187.5% | Added |
| Stonebridge Capital Advisors LLC | 24 | $1.79K | 0.00% | +1+4.3% | Added |
| Hantz Financial Services, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cohanzick Management, LLC | 2,000 | $2.00K | 0.00% | +2,000 | New |
| Syverson Strege & Co | 29 | $2.19K | 0.00% | +29 | New |
| Acima Private Wealth, LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 31 | $2.35K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 34 | $2.57K | 0.00% | +14+70.0% | Added |
| Archer Investment Corp | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $3.03K | 0.00% | −15−27.3% | Reduced |
| SJS Investment Consulting Inc. | 41 | $3.10K | 0.00% | +6+17.1% | Added |
| Abound Wealth Management | 44 | $3.34K | 0.00% | +10+29.4% | Added |
| Credit Agricole S A | 50 | $3.79K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $3.79K | 0.00% | +50 | New |
| Disciplined Investments, LLC | 51 | $3.86K | 0.00% | +3+6.3% | Added |
| Aspire Private Capital, LLC | 55 | $4.16K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 55 | $4.16K | 0.00% | +55 | New |
| BerganKDV Wealth Management, LLC | 56 | $4.24K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $4.54K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 60 | $4.54K | 0.00% | −33−35.5% | Reduced |
| Schubert & Co | 65 | $4.92K | 0.00% | +20+44.4% | Added |
| First Community Trust NA | 66 | $5.00K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 72 | $5.45K | 0.00% | +62+620.0% | Added |
| Raffa Wealth Management, LLC | 73 | $5.53K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 74 | $5.60K | 0.00% | −34−31.5% | Reduced |
| Creative Financial Designs Inc | 76 | $5.75K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 78 | $5.89K | 0.00% | +1+1.3% | Added |
| Versant Capital Management, Inc | 79 | $5.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $6.00K | 0.00% | +33+63.5% | Added |
| Motco | 80 | $6.05K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 88 | $6.66K | 0.00% | +27+44.3% | Added |
| Kistler-Tiffany Companies, LLC | 90 | $6.81K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 92 | $6.96K | 0.00% | +15+19.5% | Added |
| Benjamin Edwards Inc | 92 | $7.00K | 0.00% | +1+1.1% | Added |
| Tradition Wealth Management, LLC | 94 | $7.00K | 0.00% | +1+1.1% | Added |
| Mascoma Wealth Management LLC | 100 | $7.23K | 0.00% | −100−50.0% | Reduced |
| Johnson Midwest Financial, LLC | 100 | $7.57K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $7.57K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $7.57K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $7.57K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $7.57K | 0.00% | +100 | New |
| Colonial Trust Co | 103 | $7.72K | 0.00% | −449−81.3% | Reduced |
| Core Alternative Capital | 109 | $8.29K | 0.00% | +14+14.7% | Added |
| Bell Investment Advisors, Inc | 110 | $8.33K | 0.00% | +11+11.1% | Added |
| North Star Investment Management Corp. | 113 | $8.55K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 114 | $8.63K | 0.00% | +114 | New |
| DT Investment Partners, LLC | 124 | $8.87K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 118 | $8.93K | 0.00% | +118 | New |
| Red Tortoise LLC | 119 | $9.01K | 0.01% | −13−9.8% | Reduced |
| RFP Financial Group LLC | 119 | $9.01K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 123 | $9.31K | 0.00% | +3+2.5% | Added |
| Delta Asset Management LLC | 124 | $9.39K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 124 | $9.39K | 0.00% | +124 | New |
| Salem Investment Counselors Inc | 127 | $9.69K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 136 | $10.0K | 0.00% | −39−22.3% | Reduced |
| Tucker Asset Management LLC | 137 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 140 | $10.6K | 0.00% | +140 | New |
| Sutton Wealth Advisors Inc. | 142 | $10.7K | 0.01% | −8−5.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 142 | $10.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 150 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 160 | $12.1K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 174 | $13.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 180 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 195 | $14.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 203 | $15.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 218 | $17.0K | 0.00% | −411−65.3% | Reduced |
| Grove Bank & Trust | 241 | $18.2K | 0.00% | +81+50.6% | Added |
| United Community Bank | 245 | $18.5K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 258 | $19.7K | 0.00% | +224+658.8% | Added |
| Glen Eagle Advisors, LLC | 263 | $19.9K | 0.00% | +2+0.8% | Added |
| Smithfield Trust Co | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 270 | $20.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 274 | $20.7K | 0.00% | +15+5.8% | Added |
| TSFG, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |