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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, Q4 2023

Institutional positions in State Street Corp as of Dec 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
905
+75 vs. Q3 2023
Shares held
264.9M
−7.53M (−2.8%) vs. Q3 2023
Total value
$20.5B
+$2.25B (+12.3%) vs. Q3 2023
New holders
128
238 more added
Sold out
53
385 more reduced

13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 905 institutions
Q1 2021: 839 institutionsQ2 2021: 834 institutionsQ3 2021: 841 institutionsQ4 2021: 901 institutionsQ1 2022: 877 institutionsQ2 2022: 840 institutionsQ3 2022: 830 institutionsQ4 2022: 887 institutionsQ1 2023: 903 institutionsQ2 2023: 846 institutionsQ3 2023: 843 institutionsQ4 2023: 905 institutionsQ1 2024: 921 institutionsQ2 2024: 904 institutionsQ3 2024: 924 institutionsQ4 2024: 1,006 institutionsQ1 2025: 991 institutionsQ2 2025: 997 institutionsQ3 2025: 1,033 institutionsQ4 2025: 1,102 institutionsQ1 2026: 1,141 institutionsQ2 2026: 1,261 institutions
Value heldQ4 2023: $20.5B
Q1 2021: $26.8BQ2 2021: $25.6BQ3 2021: $28.1BQ4 2021: $31.3BQ1 2022: $29.3BQ2 2022: $20.3BQ3 2022: $19.9BQ4 2022: $24.2BQ1 2023: $22.8BQ2 2023: $21.1BQ3 2023: $18.3BQ4 2023: $20.5BQ1 2024: $20.7BQ2 2024: $20.1BQ3 2024: $22.8BQ4 2024: $25.3BQ1 2025: $23.3BQ2 2025: $27.6BQ3 2025: $30.3BQ4 2025: $33.4BQ1 2026: $32.2BQ2 2026: $42.6B
Institutions holding STT and their total value by quarter
QuarterHoldersValue
Q2 20261,261$42.6B
Q1 20261,141$32.2B
Q4 20251,102$33.4B
Q3 20251,033$30.3B
Q2 2025997$27.6B
Q1 2025991$23.3B
Q4 20241,006$25.3B
Q3 2024924$22.8B
Q2 2024904$20.1B
Q1 2024921$20.7B
Q4 2023905$20.5B
Q3 2023843$18.3B
Q2 2023846$21.1B
Q1 2023903$22.8B
Q4 2022887$24.2B
Q3 2022830$19.9B
Q2 2022840$20.3B
Q1 2022877$29.3B
Q4 2021901$31.3B
Q3 2021841$28.1B
Q2 2021834$25.6B
Q1 2021839$26.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q3 2023.

Institutions holding STT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Long Island Wealth Management, Inc.2$00.00%+2New
Dogwood Wealth Management LLC0$50.00%0New
Rakuten Securities, Inc.1$770.00%+1New
SOA Wealth Advisors, LLC.1$830.00%−10−90.9%Reduced
Larson Financial Group LLC4$3210.00%00.0%Unchanged
Delta Asset Management LLC5$3870.00%−119−96.0%Reduced
Castleview Partners, LLC5$3870.00%00.0%Unchanged
Evermay Wealth Management LLC5$3880.00%+5New
Macroview Investment Management LLC6$4650.00%00.0%Unchanged
Tfo-TDC, LLC8$6200.00%00.0%Unchanged
Valued Wealth Advisors LLC10$6770.00%+10New
Delos Wealth Advisors, LLC9$6980.00%00.0%Unchanged
Colonial Trust Advisors10$7750.00%−2−16.7%Reduced
Barrett & Company, Inc.10$7750.00%00.0%Unchanged
Strategic Investment Solutions, Inc.11$8550.00%−682−98.4%Reduced
Beacon Capital Management, LLC13$8700.00%00.0%Unchanged
Capital Analysts, LLC10$1.00K0.00%−45−81.8%Reduced
Avion Wealth16$1.00K0.00%−6−27.3%Reduced
Harvest Fund Management Co., Ltd7$1.00K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC14$1.08K0.00%+14New
Carolinas Wealth Consulting LLC18$1.41K0.00%00.0%Unchanged
Northwest Financial Advisors19$1.47K0.00%+19New
SJS Investment Consulting Inc.20$1.55K0.00%−6−23.1%Reduced
DiNuzzo Private Wealth, Inc.25$1.94K0.00%+25New
Dunhill Financial, LLC25$1.98K0.00%+25New
Financial Management Professionals, Inc.21$2.00K0.00%−31−59.6%Reduced
Psagot Value Holdings Ltd. / (Israel)25$2.00K0.00%00.0%Unchanged
West Paces Advisors Inc.26$2.01K0.00%+6+30.0%Added
MeadowBrook Investment Advisors LLC100$2.37K0.00%+100New
Criterion Capital Advisors, LLC33$2.56K0.00%+33New
Archer Investment Corp35$2.71K0.00%00.0%Unchanged
Lee Financial Co38$2.97K0.00%+25+192.3%Added
Atlas Capital Advisors LLC40$3.10K0.00%00.0%Unchanged
Wolff Wiese Magana LLC40$3.10K0.00%−32−44.4%Reduced
Gradient Investments LLC43$3.33K0.00%+34+377.8%Added
First Financial Corp50$3.87K0.00%−197−79.8%Reduced
GPS Wealth Strategies Group, LLC50$3.87K0.00%00.0%Unchanged
AdvisorNet Financial, Inc50$3.87K0.00%+50New
Raleigh Capital Management Inc.50$3.87K0.00%+50New
Abound Wealth Management52$4.04K0.00%+8+18.2%Added
NBT Bank N A55$4.26K0.00%−3,075−98.2%Reduced
Aspire Private Capital, LLC55$4.26K0.00%00.0%Unchanged
McIlrath & Eck, LLC60$4.65K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC60$4.65K0.00%00.0%Unchanged
Caitlin John, LLC63$4.93K0.00%+63New
Eagle Bay Advisors LLC65$5.04K0.00%−17−20.7%Reduced
Pineridge Advisors LLC67$5.19K0.00%+67New
Raffa Wealth Management, LLC73$5.66K0.00%00.0%Unchanged
Union Savings Bank75$5.81K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP75$5.81K0.00%00.0%Unchanged
Creative Financial Designs Inc76$5.89K0.00%00.0%Unchanged
Fortis Group Advisors, LLC78$6.04K0.00%+39+100.0%Added
Rosenberg Matthew Hamilton80$6.19K0.00%+1+1.3%Added
EntryPoint Capital, LLC85$6.58K0.01%+85New
Tradition Wealth Management, LLC91$7.00K0.00%−9−9.0%Reduced
Mascoma Wealth Management LLC100$7.75K0.00%−12−10.7%Reduced
Tortoise Investment Management, LLC100$7.75K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.100$7.75K0.00%00.0%Unchanged
Peoples Bank100$7.75K0.01%00.0%Unchanged
Versant Capital Management, Inc101$7.82K0.00%+21+26.3%Added
Pittenger & Anderson Inc104$8.06K0.00%+104New
Proequities, Inc.105$8.21K0.00%+52+98.1%Added
Morton Brown Family Wealth, LLC106$8.21K0.00%+106New
Core Alternative Capital110$8.51K0.00%−29−20.9%Reduced
Aspect Partners, LLC110$8.52K0.01%+110New
Bell Investment Advisors, Inc111$8.60K0.00%−30−21.3%Reduced
HHM Wealth Advisors, LLC114$8.83K0.00%00.0%Unchanged
Motco115$8.91K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC112$9.00K0.00%00.0%Unchanged
Red Tortoise LLC119$9.22K0.01%00.0%Unchanged
RFP Financial Group LLC119$9.22K0.00%00.0%Unchanged
DT Investment Partners, LLC124$9.28K0.00%00.0%Unchanged
WealthCollab, LLC122$9.45K0.01%+122New
GW&K Investment Management, LLC132$10.0K0.00%+21+18.9%Added
Operose Advisors LLC130$10.1K0.00%00.0%Unchanged
Planning Capital Management Corp130$10.1K0.01%+130New
Tucker Asset Management LLC137$10.6K0.00%00.0%Unchanged
Colonial Trust Co138$10.7K0.00%+35+34.0%Added
Private Wealth Management Group, LLC138$10.7K0.01%+138New
Hillsdale Investment Management Inc.140$10.8K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.142$11.0K0.01%00.0%Unchanged
Valley National Advisers Inc150$11.0K0.00%+134+837.5%Added
Grove Bank & Trust150$11.6K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC150$11.6K0.00%+27+22.0%Added
Wetzel Investment Advisors, Inc.155$12.0K0.01%+155New
Bogart Wealth, LLC160$12.4K0.00%00.0%Unchanged
Tyler-Stone Wealth Management170$13.2K0.01%00.0%Unchanged
Central Bank & Trust Co174$13.5K0.00%00.0%Unchanged
Nemes Rush Group LLC175$13.6K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA180$14.0K0.01%00.0%Unchanged
Kapitalo Investimentos Ltda184$14.3K0.00%+184New
Northwest Capital Management Inc195$15.1K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.200$15.5K0.01%00.0%Unchanged
Clean Yield Group200$15.5K0.01%00.0%Unchanged
Hantz Financial Services, Inc.216$17.0K0.00%+186+620.0%Added
Frazier Financial Advisors, LLC223$17.3K0.02%+223New
United Community Bank225$17.4K0.01%00.0%Unchanged
Dividend Assets Capital, LLC234$18.0K0.00%00.0%Unchanged
North Star Investment Management Corp.240$18.6K0.00%−13−5.1%Reduced
Thompson Siegel & Walmsley LLC250$19.0K0.00%00.0%Unchanged