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, Q3 2023
Institutional positions in State Street Corp as of Sep 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
- 843
- +8 vs. Q2 2023
- Shares held
- 272.6M
- −14.8M (−5.1%) vs. Q2 2023
- Total value
- $18.3B
- −$2.77B (−13.1%) vs. Q2 2023
- New holders
- 74
- 253 more added
- Sold out
- 66
- 339 more reduced
11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Wealth Partners, LLC | 5,300 | $354.9K | 0.03% | +800+17.8% | Added |
| V-Square Quantitative Management LLC | 5,337 | $357.4K | 0.16% | +2,800+110.4% | Added |
| Steward Partners Investment Advisory, LLC | 5,349 | $358.2K | 0.01% | −1,150−17.7% | Reduced |
| Ironwood Investment Counsel, LLC | 5,354 | $358.6K | 0.08% | +225+4.4% | Added |
| Guinness Asset Management LTD | 5,358 | $358.8K | 0.01% | −603−10.1% | Reduced |
| Systematic Financial Management LP | 5,400 | $361.6K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 5,410 | $362.3K | 0.03% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 5,418 | $363.0K | 0.05% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 5,491 | $368.0K | 0.01% | +231+4.4% | Added |
| Mystic Asset Management, Inc. | 5,500 | $368.3K | 0.21% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 5,500 | $368.3K | 0.07% | +5,500 | New |
| Am Investment Strategies LLC | 5,533 | $371.0K | 0.12% | +4+0.1% | Added |
| VERITY Wealth Advisors | 5,541 | $371.0K | 0.35% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,554 | $371.9K | 0.18% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,590 | $374.3K | 0.02% | −392−6.6% | Reduced |
| DGS Capital Management, LLC | 5,635 | $377.3K | 0.18% | −1,300−18.7% | Reduced |
| National Asset Management, Inc. | 5,583 | $377.7K | 0.01% | −804−12.6% | Reduced |
| Balentine LLC | 5,667 | $379.4K | 0.01% | −1,209−17.6% | Reduced |
| Fulton Bank, N.A. | 5,694 | $381.3K | 0.02% | +571+11.1% | Added |
| Wedmont Private Capital | 5,917 | $383.1K | 0.04% | −470−7.4% | Reduced |
| Per Stirling Capital Management, LLC. | 5,721 | $383.1K | 0.08% | +42+0.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,746 | $384.8K | 0.00% | +1,403+32.3% | Added |
| Mayflower Financial Advisors, LLC | 5,833 | $390.5K | 0.06% | −105−1.8% | Reduced |
| One Wealth Advisors, LLC | 5,867 | $392.9K | 0.09% | +1,968+50.5% | Added |
| CWM, LLC | 5,912 | $396.0K | 0.00% | +866+17.2% | Added |
| Saranac Partners Ltd | 5,945 | $398.1K | 0.22% | +5,945 | New |
| Logan Capital Management Inc | 6,000 | $401.8K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,002 | $401.9K | 0.05% | +47+0.8% | Added |
| Newman Dignan & Sheerar, Inc. | 6,003 | $402.0K | 0.13% | +3+0.1% | Added |
| Stonebridge Capital Management Inc | 6,000 | $402.0K | 0.22% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,013 | $402.6K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,066 | $406.2K | 0.00% | +2,780+84.6% | Added |
| Choate Investment Advisors | 6,146 | $411.5K | 0.02% | +223+3.8% | Added |
| Trustco Bank Corp N Y | 6,156 | $412.2K | 0.47% | +40+0.7% | Added |
| Cape Cod Five Cents Savings Bank | 6,164 | $412.7K | 0.02% | +3,009+95.4% | Added |
| Highlander Capital Management, LLC | 6,179 | $414.0K | 0.16% | +4,002+183.8% | Added |
| Kestra Advisory Services, LLC | 6,193 | $414.7K | 0.00% | +1,403+29.3% | Added |
| Chicago Capital, LLC | 6,245 | $418.2K | 0.02% | −178−2.8% | Reduced |
| Signaturefd, LLC | 6,283 | $420.7K | 0.01% | −398−6.0% | Reduced |
| Oppenheimer & Co Inc | 6,284 | $420.8K | 0.01% | +545+9.5% | Added |
| Toroso Investments, LLC | 6,339 | $424.5K | 0.01% | +1,041+19.6% | Added |
| J.W. Cole Advisors, Inc. | 6,357 | $425.7K | 0.03% | +10.0% | Added |
| Private Advisor Group, LLC | 6,408 | $429.1K | 0.00% | +408+6.8% | Added |
| Anchor Capital Advisors LLC | 6,424 | $430.2K | 0.01% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 6,529 | $437.2K | 0.10% | −3,115−32.3% | Reduced |
| United Capital Financial Advisers, LLC | 6,592 | $441.4K | 0.00% | −505−7.1% | Reduced |
| McAdam, LLC | 6,594 | $441.5K | 0.04% | +221+3.5% | Added |
| Nebula Research & Development LLC | 6,650 | $445.3K | 0.23% | +6,650 | New |
| Choice Wealth Advisors, LLC | 6,750 | $452.0K | 0.32% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,756 | $452.0K | 0.01% | +6,756 | New |
| Verdence Capital Advisors LLC | 6,769 | $453.3K | 0.05% | +1,545+29.6% | Added |
| Impax Asset Management Group plc | 6,879 | $460.6K | 0.00% | −1,411−17.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,987 | $467.9K | 0.00% | +6,987 | New |
| DMG Group, LLC | 7,023 | $470.3K | 0.48% | +609+9.5% | Added |
| Schechter Investment Advisors, LLC | 7,031 | $470.8K | 0.05% | −242−3.3% | Reduced |
| CX Institutional | 7,192 | $481.6K | 0.03% | −767−9.6% | Reduced |
| PEAK6 Investments LLC | 7,246 | $485.2K | 0.02% | +917+14.5% | Added |
| Brookstone Capital Management | 7,349 | $487.7K | 0.01% | +1,029+16.3% | Added |
| Vestcor Inc | 7,415 | $497.0K | 0.02% | 00.0% | Unchanged |
| Laurion Capital Management LP | 7,463 | $499.7K | 0.01% | −3,543−32.2% | Reduced |
| Sawtooth Solutions, LLC | 7,478 | $500.8K | 0.02% | −669−8.2% | Reduced |
| Bleakley Financial Group, LLC | 7,478 | $500.8K | 0.02% | −669−8.2% | Reduced |
| Fosun International Ltd | 7,560 | $506.2K | 0.08% | +2,310+44.0% | Added |
| Jones Financial Companies LLLP | 7,583 | $507.8K | 0.00% | −1,244−14.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,673 | $513.8K | 0.14% | +7,673 | New |
| Aigen Investment Management, LP | 7,741 | $518.3K | 0.10% | +7,741 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,700 | $519.0K | 0.43% | −1,600−19.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,773 | $520.5K | 0.03% | +475+6.5% | Added |
| Johnson Investment Counsel Inc | 7,790 | $521.6K | 0.01% | +1,500+23.8% | Added |
| Roberts Glore & Co Inc | 7,797 | $522.1K | 0.17% | +56+0.7% | Added |
| iA Global Asset Management Inc. | 7,807 | $523.0K | 0.01% | +992+14.6% | Added |
| Hunter Associates Investment Management LLC | 8,001 | $536.0K | 0.11% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,097 | $542.2K | 0.01% | +72+0.9% | Added |
| Rockland Trust Co | 8,213 | $549.9K | 0.03% | −14−0.2% | Reduced |
| Rothschild Investment Corp | 8,253 | $553.0K | 0.05% | +254+3.2% | Added |
| Bridges Investment Management Inc | 8,500 | $569.2K | 0.02% | −1,000−10.5% | Reduced |
| First Commonwealth Financial Corp | 8,860 | $593.3K | 0.20% | −110−1.2% | Reduced |
| Davenport & Co LLC | 8,938 | $598.5K | 0.00% | +56+0.6% | Added |
| Empowered Funds, LLC | 8,939 | $598.6K | 0.02% | +8,939 | New |
| Robbins Farley LLC | 9,016 | $603.7K | 0.43% | +9,016 | New |
| Culbertson A N & Co Inc | 9,122 | $610.8K | 0.12% | −9,625−51.3% | Reduced |
| Snowden Capital Advisors LLC | 23,265 | $610.9K | 0.03% | +23,265 | New |
| CIBC Private Wealth Group, LLC | 9,145 | $612.4K | 0.00% | +4,013+78.2% | Added |
| Curbstone Financial Management Corp | 9,150 | $612.7K | 0.15% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 9,301 | $622.8K | 0.13% | +9,301 | New |
| Ontario Teachers Pension Plan Board | 9,316 | $623.8K | 0.01% | −2,073−18.2% | Reduced |
| BKD Wealth Advisors, LLC | 9,358 | $626.6K | 0.02% | −3,989−29.9% | Reduced |
| Synovus Financial Corp | 9,400 | $629.4K | 0.01% | −222−2.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,432 | $631.6K | 0.03% | +480+5.4% | Added |
| Northeast Investment Management | 9,459 | $633.4K | 0.04% | −1,102−10.4% | Reduced |
| Berkeley, Inc | 9,547 | $639.3K | 0.44% | −2,334−19.6% | Reduced |
| Centiva Capital, LP | 9,560 | $640.1K | 0.03% | −33,097−77.6% | Reduced |
| Evercore Wealth Management, LLC | 9,615 | $643.8K | 0.01% | +1,000+11.6% | Added |
| Ieq Capital, LLC | 9,744 | $652.5K | 0.01% | +2,883+42.0% | Added |
| 1620 Investment Advisors, Inc. | 34,531 | $668.2K | 0.77% | +34,531 | New |
| Northwestern Mutual Investment Management Company, LLC | 10,058 | $673.5K | 0.02% | −486−4.6% | Reduced |
| Bowen Hanes & Co Inc | 10,073 | $674.5K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,168 | $680.9K | 0.08% | +323+3.3% | Added |
| Vinva Investment Management Ltd | 10,087 | $681.5K | 0.06% | +415+4.3% | Added |
| MML Investors Services, LLC | 10,208 | $684.0K | 0.00% | −1,248−10.9% | Reduced |