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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 4,407 | $334.0K | 0.01% | +362+8.9% | Added |
| Capstone Investment Advisors, LLC | 4,413 | $334.0K | 0.01% | +4,413 | New |
| Northwest Bancshares, Inc. | 4,425 | $334.9K | 0.06% | −85−1.9% | Reduced |
| Shayne & Co., LLC | 4,428 | $335.2K | 0.18% | 00.0% | Unchanged |
| Norway Savings Bank | 4,433 | $335.5K | 0.17% | −125−2.7% | Reduced |
| Morningstar Investment Services LLC | 4,461 | $336.0K | 0.00% | +4,461 | New |
| Ameritas Investment Partners, Inc. | 4,459 | $337.5K | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 4,500 | $340.6K | 0.04% | +100+2.3% | Added |
| Plimoth Trust Co LLC | 4,530 | $342.9K | 0.11% | −10−0.2% | Reduced |
| AMG National Trust Bank | 4,554 | $344.7K | 0.01% | −43−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,650 | $352.0K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 4,681 | $354.0K | 0.06% | +4,681 | New |
| Peoples Financial Services Corp. | 4,745 | $359.1K | 0.17% | −223−4.5% | Reduced |
| Rossmore Private Capital | 4,760 | $360.3K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,760 | $360.3K | 0.02% | +133+2.9% | Added |
| Coldstream Capital Management Inc | 4,778 | $361.7K | 0.01% | +35+0.7% | Added |
| Fulton Bank, N.A. | 4,780 | $361.8K | 0.02% | −722−13.1% | Reduced |
| CWM, LLC | 4,935 | $374.0K | 0.00% | +179+3.8% | Added |
| Arcadia Investment Management Corp | 5,000 | $378.4K | 0.08% | −4,800−49.0% | Reduced |
| Bank of Hawaii | 5,074 | $384.1K | 0.02% | +33+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 5,083 | $384.7K | 0.01% | +6+0.1% | Added |
| Beacon Financial Group | 4,980 | $385.0K | 0.05% | −2,747−35.6% | Reduced |
| Oppenheimer & Co Inc | 5,094 | $385.6K | 0.01% | +606+13.5% | Added |
| Greenwich Wealth Management LLC | 5,094 | $386.0K | 0.04% | −188−3.6% | Reduced |
| BBR Partners, LLC | 5,108 | $386.6K | 0.04% | 00.0% | Unchanged |
| Colony Group LLC | 5,120 | $388.0K | 0.01% | +20.0% | Added |
| First National Advisers, LLC | 5,140 | $389.0K | 0.44% | −52−1.0% | Reduced |
| Forum Financial Management, LP | 5,142 | $389.2K | 0.01% | +3+0.1% | Added |
| Ritholtz Wealth Management | 5,155 | $390.2K | 0.02% | +5,155 | New |
| Ironwood Investment Counsel, LLC | 5,165 | $391.0K | 0.09% | +20+0.4% | Added |
| Leonteq Securities AG | 5,167 | $391.1K | 0.04% | +456+9.7% | Added |
| Veriti Management LLC | 5,193 | $393.1K | 0.05% | −427−7.6% | Reduced |
| Davis R M Inc | 5,211 | $394.0K | 0.01% | −333−6.0% | Reduced |
| Symmetry Partners, LLC | 5,224 | $395.0K | 0.02% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 5,242 | $396.8K | 0.12% | +5,242 | New |
| Fosun International Ltd | 5,250 | $397.4K | 0.04% | −800−13.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,248 | $398.0K | 0.01% | −4,606−46.7% | Reduced |
| Manchester Capital Management LLC | 5,274 | $399.2K | 0.05% | 00.0% | Unchanged |
| Aries Wealth Management | 5,279 | $399.6K | 0.16% | +500+10.5% | Added |
| Forbes J M & Co LLP | 5,300 | $401.0K | 0.05% | 00.0% | Unchanged |
| Saranac Partners Ltd | 5,370 | $406.5K | 0.24% | +5,370 | New |
| CIBC Private Wealth Group, LLC | 5,374 | $406.8K | 0.00% | −30−0.6% | Reduced |
| Systematic Financial Management LP | 5,400 | $408.7K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 5,418 | $410.0K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,388 | $411.2K | 0.03% | +1,836+51.7% | Added |
| Diametric Capital, LP | 5,508 | $416.9K | 0.20% | +5,508 | New |
| MQS Management LLC | 5,517 | $417.6K | 0.27% | +1,537+38.6% | Added |
| Am Investment Strategies LLC | 5,525 | $418.0K | 0.14% | +3+0.1% | Added |
| Mystic Asset Management, Inc. | 5,530 | $418.6K | 0.23% | −370−6.3% | Reduced |
| Evanson Asset Management, LLC | 5,537 | $419.1K | 0.04% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 5,541 | $419.4K | 0.39% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,554 | $420.4K | 0.22% | 00.0% | Unchanged |
| DMG Group, LLC | 5,626 | $424.5K | 0.43% | +663+13.4% | Added |
| Per Stirling Capital Management, LLC. | 5,638 | $426.8K | 0.09% | +38+0.7% | Added |
| LMCG Investments, LLC | 5,672 | $429.3K | 0.03% | +5,672 | New |
| Peapack Gladstone Financial Corp | 5,711 | $432.0K | 0.01% | −180−3.1% | Reduced |
| Private Wealth Partners, LLC | 5,759 | $435.9K | 0.04% | +5,759 | New |
| Desjardins Global Asset Management Inc. | 5,884 | $445.0K | 0.06% | +1,659+39.3% | Added |
| Harbor Investment Advisory, LLC | 5,896 | $446.3K | 0.07% | +26+0.4% | Added |
| Bordeaux Wealth Advisors LLC | 5,918 | $447.9K | 0.23% | +5,918 | New |
| Choate Investment Advisors | 5,923 | $448.3K | 0.02% | −208−3.4% | Reduced |
| Pinnacle Associates Ltd | 5,933 | $449.1K | 0.01% | +532+9.9% | Added |
| Mayflower Financial Advisors, LLC | 5,939 | $449.5K | 0.06% | −50−0.8% | Reduced |
| Ontario Teachers Pension Plan Board | 5,978 | $452.5K | 0.00% | +5,978 | New |
| Brookstone Capital Management | 6,235 | $453.2K | 0.01% | +25+0.4% | Added |
| Stonebridge Capital Management Inc | 6,000 | $454.0K | 0.22% | 00.0% | Unchanged |
| Logan Capital Management Inc | 6,000 | $454.1K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 6,000 | $454.1K | 0.15% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6,000 | $454.1K | 0.33% | +300+5.3% | Added |
| Sandy Spring Bank | 6,085 | $460.6K | 0.03% | −245−3.9% | Reduced |
| Trillium Asset Management, LLC | 6,471 | $468.0K | 0.01% | −66−1.0% | Reduced |
| Winton Group Ltd | 6,204 | $469.6K | 0.03% | +6,204 | New |
| Longfellow Investment Management Co LLC | 6,225 | $471.2K | 0.11% | −6,232−50.0% | Reduced |
| Trustco Bank Corp N Y | 6,271 | $474.7K | 0.52% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 6,285 | $475.7K | 0.04% | +2,236+55.2% | Added |
| Johnson Investment Counsel Inc | 6,290 | $476.1K | 0.01% | +3,490+124.6% | Added |
| Callan Family Office, LLC | 6,308 | $477.5K | 0.12% | +6,308 | New |
| J.W. Cole Advisors, Inc. | 6,319 | $478.3K | 0.03% | +20.0% | Added |
| Graham Capital Management, L.P. | 6,336 | $479.6K | 0.02% | +6,336 | New |
| Jackson Creek Investment Advisors LLC | 6,372 | $482.0K | 0.20% | +6,372 | New |
| Prelude Capital Management, LLC | 6,395 | $484.0K | 0.03% | +6,395 | New |
| Moody National Bank Trust Division | 6,400 | $484.4K | 0.04% | −21−0.3% | Reduced |
| McAdam, LLC | 6,404 | $484.7K | 0.04% | +139+2.2% | Added |
| Chicago Capital, LLC | 6,423 | $486.2K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,381 | $486.9K | 0.01% | −189−2.9% | Reduced |
| Cozad Asset Management Inc | 6,500 | $492.0K | 0.07% | −500−7.1% | Reduced |
| Marshall Wace, LLP | 6,502 | $492.1K | 0.00% | −81,851−92.6% | Reduced |
| Private Advisor Group, LLC | 6,565 | $496.9K | 0.00% | +1,425+27.7% | Added |
| Segall Bryant & Hamill, LLC | 6,600 | $499.0K | 0.01% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 6,609 | $500.2K | 0.01% | 00.0% | Unchanged |
| Laurion Capital Management LP | 6,631 | $501.9K | 0.02% | +6,631 | New |
| Meeder Advisory Services, Inc. | 6,682 | $505.8K | 0.06% | +131+2.0% | Added |
| Regions Financial Corp | 6,702 | $508.0K | 0.00% | −1,589−19.2% | Reduced |
| Choice Wealth Advisors, LLC | 6,750 | $510.9K | 0.37% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 6,771 | $512.5K | 0.02% | −500−6.9% | Reduced |
| Whittier Trust Co | 6,877 | $520.5K | 0.01% | +3,395+97.5% | Added |
| Magnetar Financial LLC | 6,879 | $520.7K | 0.01% | +6,879 | New |
| Kestra Advisory Services, LLC | 6,894 | $521.8K | 0.01% | −2,979−30.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,903 | $522.5K | 0.02% | +768+12.5% | Added |
| United Capital Financial Advisers, LLC | 6,968 | $527.4K | 0.00% | +2,617+60.1% | Added |