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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 2,591 | $196.0K | 0.01% | +20+0.8% | Added |
| Cohen Klingenstein LLC | 2,650 | $200.6K | 0.01% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,650 | $201.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,610 | $202.0K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Management | 2,669 | $202.0K | 0.19% | −40−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,682 | $203.0K | 0.04% | +2,682 | New |
| Modera Wealth Management, LLC | 2,689 | $203.5K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 2,691 | $203.7K | 0.00% | +2,691 | New |
| Kestra Private Wealth Services, LLC | 2,694 | $203.9K | 0.01% | +2,694 | New |
| Farmers & Merchants Investments Inc | 2,731 | $206.7K | 0.01% | −2,500−47.8% | Reduced |
| Blueshift Asset Management, LLC | 2,737 | $207.2K | 0.09% | +2,737 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,767 | $209.4K | 0.03% | +10+0.4% | Added |
| Boston Financial Mangement LLC | 2,777 | $210.2K | 0.01% | +2,777 | New |
| Financial Advisory Corp | 2,792 | $211.0K | 0.10% | −945−25.3% | Reduced |
| V-Square Quantitative Management LLC | 2,800 | $211.9K | 0.20% | +2,800 | New |
| Campbell & CO Investment Adviser LLC | 2,804 | $212.2K | 0.04% | +2,804 | New |
| Financial Advisors, LLC | 2,820 | $213.4K | 0.05% | 00.0% | Unchanged |
| Kidder Stephen W | 2,825 | $213.8K | 0.07% | −50−1.7% | Reduced |
| BLB&B Advisors, LLC | 2,832 | $214.4K | 0.02% | −218−7.1% | Reduced |
| Atlantic Union Bankshares Corp | 2,870 | $217.2K | 0.02% | +2,870 | New |
| Collective Family Office LLC | 2,899 | $219.4K | 0.09% | +2,899 | New |
| Atlantic Trust, LLC | 2,909 | $220.2K | 0.07% | +21+0.7% | Added |
| HB Wealth Management, LLC | 2,958 | $223.9K | 0.00% | −279−8.6% | Reduced |
| Paragon Capital Management Ltd | 2,979 | $225.5K | 0.05% | −14−0.5% | Reduced |
| Burt Wealth Advisors | 2,988 | $226.2K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,991 | $226.4K | 0.01% | +83+2.9% | Added |
| Webster Bank, N. A. | 2,998 | $226.9K | 0.03% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 3,000 | $227.1K | 0.05% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 3,021 | $228.7K | 0.07% | +100+3.4% | Added |
| Prio Wealth Limited Partnership | 3,022 | $228.7K | 0.01% | 00.0% | Unchanged |
| Fluent Financial, LLC | 3,063 | $231.8K | 0.16% | −160−5.0% | Reduced |
| First Manhattan Co | 3,069 | $232.3K | 0.00% | +950+44.8% | Added |
| Machina Capital S.A.S. | 3,090 | $233.9K | 0.21% | +3,090 | New |
| JJJ Advisors Inc. | 2,965 | $237.3K | 0.07% | −75−2.5% | Reduced |
| Zhang Financial LLC | 3,151 | $238.5K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,159 | $239.1K | 0.03% | −39−1.2% | Reduced |
| NBT Bank N A | 3,187 | $241.2K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 3,206 | $242.7K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 3,645 | $243.7K | 0.08% | −55−1.5% | Reduced |
| Kapitalo Investimentos Ltda | 3,232 | $244.6K | 0.08% | +3,232 | New |
| Capital International Inc | 3,244 | $245.5K | 0.00% | −1,441−30.8% | Reduced |
| Hilltop Holdings Inc. | 3,248 | $245.8K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,278 | $245.8K | 0.03% | +235+7.7% | Added |
| Applied Finance Capital Management, LLC | 3,250 | $246.0K | 0.03% | +267+9.0% | Added |
| NorthRock Partners, LLC | 3,282 | $248.4K | 0.03% | −142−4.1% | Reduced |
| Integrated Advisors Network LLC | 3,283 | $248.5K | 0.01% | +3,283 | New |
| Savant Capital, LLC | 3,305 | $250.1K | 0.00% | +696+26.7% | Added |
| First Horizon Advisors, Inc. | 3,308 | $250.4K | 0.01% | +977+41.9% | Added |
| Ellevest, Inc. | 3,310 | $250.5K | 0.02% | +1,370+70.6% | Added |
| LGT Group Foundation | 3,315 | $250.9K | 0.01% | −1,070−24.4% | Reduced |
| Sender Co & Partners, Inc. | 3,324 | $251.6K | 0.91% | +3,324 | New |
| Means Investment Co., Inc. | 3,344 | $253.1K | 0.04% | +25+0.8% | Added |
| Beaumont Financial Advisors, LLC | 3,360 | $254.3K | 0.03% | −100−2.9% | Reduced |
| Quadrant Capital Group LLC | 3,370 | $255.1K | 0.03% | +257+8.3% | Added |
| Edge Capital Group, LLC | 3,384 | $256.1K | 0.02% | −132−3.8% | Reduced |
| Front Barnett Associates LLC | 3,400 | $257.0K | 0.03% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,412 | $258.3K | 0.09% | −1,225−26.4% | Reduced |
| Stonnington Group, LLC | 3,300 | $260.1K | 0.07% | +3,300 | New |
| Cetera Advisors LLC | 3,463 | $262.1K | 0.00% | −1,065−23.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,490 | $264.2K | 0.03% | −252−6.7% | Reduced |
| Eagle Harbor Asset Management Inc | 3,493 | $264.4K | 0.36% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 3,500 | $264.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,570 | $270.3K | 0.03% | −26−0.7% | Reduced |
| Howland Capital Management LLC | 3,601 | $274.8K | 0.02% | +130+3.7% | Added |
| Brown Miller Wealth Management, LLC | 3,635 | $275.1K | 0.16% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3,657 | $276.8K | 0.00% | −1,300−26.2% | Reduced |
| WMS Partners, LLC | 3,674 | $278.1K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,696 | $279.8K | 0.09% | +3,696 | New |
| Black Maple Capital Management LP | 3,750 | $283.8K | 0.36% | +3,750 | New |
| Checchi Capital Advisers, LLC | 3,757 | $284.4K | 0.03% | −179−4.5% | Reduced |
| Systematic Alpha Investments, LLC | 3,798 | $287.5K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,816 | $288.8K | 0.08% | −574−13.1% | Reduced |
| Advisors Management Group Inc | 3,871 | $293.0K | 0.09% | +330+9.3% | Added |
| Whittier Trust Co of Nevada Inc | 3,884 | $294.0K | 0.01% | −51−1.3% | Reduced |
| Main Street Financial Solutions, LLC | 3,890 | $294.4K | 0.04% | +239+6.5% | Added |
| DoubleLine ETF Adviser LP | 3,900 | $295.2K | 0.13% | −1,270−24.6% | Reduced |
| Essex Savings Bank | 3,900 | $295.2K | 0.10% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,925 | $297.1K | 0.01% | +3+0.1% | Added |
| Raymond James Trust N.A. | 3,941 | $298.0K | 0.01% | −92−2.3% | Reduced |
| Alps Advisors Inc | 3,950 | $299.0K | 0.00% | +3,950 | New |
| Financial Counselors Inc | 3,959 | $300.0K | 0.01% | +69+1.8% | Added |
| Comerica Securities,inc. | 3,974 | $303.3K | 0.02% | −17−0.4% | Reduced |
| Busey Wealth Management | 4,053 | $306.8K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,066 | $307.8K | 0.03% | −81−2.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,093 | $310.0K | 0.01% | −4,266−51.0% | Reduced |
| Profund Advisors LLC | 4,141 | $313.4K | 0.02% | −361−8.0% | Reduced |
| Piscataqua Savings Bank | 4,144 | $313.6K | 0.27% | −15−0.4% | Reduced |
| Empirical Asset Management, LLC | 4,147 | $313.9K | 0.30% | −63−1.5% | Reduced |
| Neville Rodie & Shaw Inc | 4,150 | $314.0K | 0.03% | 00.0% | Unchanged |
| Welch Group, LLC | 4,198 | $317.7K | 0.02% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,230 | $320.2K | 0.06% | +191+4.7% | Added |
| Assetmark, Inc | 4,231 | $320.2K | 0.00% | +156+3.8% | Added |
| Cigna Investments Inc | 4,235 | $321.0K | 0.06% | −273−6.1% | Reduced |
| First International Bank & Trust | 4,243 | $321.2K | 0.11% | +4,243 | New |
| Cobblestone Capital Advisors LLC | 4,330 | $327.7K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,343 | $328.7K | 0.00% | +1,163+36.6% | Added |
| Beacon Pointe Advisors, LLC | 4,351 | $329.3K | 0.01% | +505+13.1% | Added |
| Clarius Group, LLC | 4,853 | $329.5K | 0.03% | −90−1.8% | Reduced |
| Legacy Private Trust Co. | 4,378 | $331.4K | 0.03% | −250−5.4% | Reduced |
| AIA Group Ltd | 4,382 | $331.7K | 0.02% | −983−18.3% | Reduced |