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, Q2 2023
Institutional positions in State Street Corp as of Jun 30, 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
- 846
- −54 vs. Q1 2023
- Shares held
- 288.4M
- −13.9M (−4.6%) vs. Q1 2023
- Total value
- $21.1B
- −$1.70B (−7.4%) vs. Q1 2023
- New holders
- 60
- 240 more added
- Sold out
- 114
- 383 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Rise Advisors, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Comerica Bank | 165 | $19 | 0.00% | +165 | New |
| Larson Financial Group LLC | 4 | $297 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $366 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5 | $366 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 73 | $410 | 0.00% | +73 | New |
| Delos Wealth Advisors, LLC | 9 | $659 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $659 | 0.00% | +9 | New |
| Barrett & Company, Inc. | 10 | $732 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $732 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 11 | $753 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $809 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $951 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 13 | $952 | 0.00% | +13 | New |
| Lee Financial Co | 13 | $960 | 0.00% | −10−43.5% | Reduced |
| Coppell Advisory Solutions LLC | 14 | $1.02K | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 18 | $1.33K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 20 | $1.46K | 0.00% | −14−41.2% | Reduced |
| Park Place Capital Corp | 21 | $1.54K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 30 | $2.00K | 0.00% | +11+57.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 25 | $2.00K | 0.00% | +25 | New |
| Atticus Wealth Management, LLC | 30 | $2.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $2.27K | 0.00% | −10−24.4% | Reduced |
| Archer Investment Corp | 35 | $2.56K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 40 | $2.93K | 0.00% | −155−79.5% | Reduced |
| Concord Wealth Partners | 40 | $2.93K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 47 | $3.44K | 0.00% | −4−7.8% | Reduced |
| Credit Agricole S A | 50 | $3.66K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $3.66K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 52 | $3.84K | 0.00% | −206−79.8% | Reduced |
| Abound Wealth Management | 54 | $3.96K | 0.00% | +10+22.7% | Added |
| Financial Management Professionals, Inc. | 61 | $4.00K | 0.00% | −24−28.2% | Reduced |
| Capital Analysts, LLC | 55 | $4.00K | 0.00% | +45+450.0% | Added |
| Valley National Advisers Inc | 41 | $4.00K | 0.00% | +35+583.3% | Added |
| Aspire Private Capital, LLC | 55 | $4.03K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 56 | $4.10K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 58 | $4.24K | 0.00% | −16−21.6% | Reduced |
| First Capital Advisors Group, LLC. | 59 | $4.32K | 0.00% | +59 | New |
| Beaird Harris Wealth Management, LLC | 60 | $4.39K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $4.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 72 | $5.27K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 73 | $5.34K | 0.00% | −19−20.7% | Reduced |
| Raffa Wealth Management, LLC | 73 | $5.34K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 75 | $5.43K | 0.00% | +75 | New |
| Creative Financial Designs Inc | 76 | $5.56K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 78 | $5.74K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 85 | $6.22K | 0.00% | +6+7.6% | Added |
| Kistler-Tiffany Companies, LLC | 90 | $6.59K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $7.00K | 0.00% | +6+6.4% | Added |
| Mascoma Wealth Management LLC | 100 | $7.27K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $7.32K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $7.32K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $7.32K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 100 | $7.32K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 103 | $7.53K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $8.00K | 0.00% | −24−17.6% | Reduced |
| GW&K Investment Management, LLC | 106 | $8.00K | 0.00% | +103+3,433.3% | Added |
| Bell Investment Advisors, Inc | 110 | $8.05K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 113 | $8.27K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 114 | $8.34K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 119 | $8.71K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 119 | $8.71K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 124 | $8.95K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 124 | $9.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 124 | $9.07K | 0.00% | +1+0.8% | Added |
| Sutton Wealth Advisors Inc. | 128 | $9.37K | 0.00% | −14−9.9% | Reduced |
| Salem Investment Counselors Inc | 127 | $9.37K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 137 | $10.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 139 | $10.1K | 0.00% | +30+27.5% | Added |
| Hillsdale Investment Management Inc. | 140 | $10.2K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 142 | $10.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 160 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 170 | $12.0K | 0.01% | +170 | New |
| Central Bank & Trust Co | 174 | $12.7K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 175 | $12.8K | 0.00% | +175 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 180 | $13.0K | 0.01% | 00.0% | Unchanged |
| Motco | 191 | $14.0K | 0.00% | +111+138.8% | Added |
| Northwest Capital Management Inc | 195 | $14.3K | 0.01% | +195 | New |
| Clean Yield Group | 200 | $14.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $14.6K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 202 | $14.8K | 0.00% | +202 | New |
| Earnest Partners LLC | 203 | $14.9K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 234 | $17.0K | 0.00% | −209−47.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 232 | $17.0K | 0.00% | −111−32.4% | Reduced |
| Grove Bank & Trust | 241 | $17.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 245 | $17.9K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 256 | $19.0K | 0.00% | −1,529−85.7% | Reduced |
| Smithfield Trust Co | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 270 | $19.8K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 296 | $21.7K | 0.02% | +296 | New |
| Foster Dykema Cabot & Co Inc | 298 | $22.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 338 | $24.7K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 375 | $27.4K | 0.02% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 400 | $29.3K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 400 | $29.3K | 0.01% | 00.0% | Unchanged |