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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 250 | $19.4K | 0.00% | −20−7.4% | Reduced |
| Indiana Trust & Investment Management CO | 250 | $19.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 275 | $21.3K | 0.01% | −300−52.2% | Reduced |
| TSFG, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 295 | $23.0K | 0.00% | +295 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $23.2K | 0.01% | +300 | New |
| Foster Dykema Cabot & Partners, LLC | 298 | $23.3K | 0.00% | +298 | New |
| NBC Securities, Inc. | 310 | $24.0K | 0.00% | +30+10.7% | Added |
| DAGCO, Inc. | 340 | $26.3K | 0.02% | +340 | New |
| Dynamic Wealth Strategies, LLC | 340 | $26.3K | 0.02% | +340 | New |
| CVA Family Office, LLC | 355 | $27.5K | 0.01% | +355 | New |
| Ofi Invest Asset Management | 393 | $27.6K | 0.00% | +13+3.4% | Added |
| Trust Co of Vermont | 382 | $29.6K | 0.00% | −91−19.2% | Reduced |
| Venturi Wealth Management, LLC | 383 | $29.7K | 0.00% | +184+92.5% | Added |
| Citizens National Bank Trust Department | 400 | $31.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 403 | $31.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 405 | $31.4K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 412 | $32.2K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 451 | $34.9K | 0.01% | +451 | New |
| IFP Advisors, Inc | 455 | $35.3K | 0.00% | −321−41.4% | Reduced |
| Glassman Wealth Services | 476 | $36.9K | 0.01% | −5−1.0% | Reduced |
| PEAK6 Investments LLC | 498 | $38.6K | 0.00% | −6,748−93.1% | Reduced |
| Duncker Streett & Co Inc | 500 | $38.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 500 | $38.7K | 0.02% | +500 | New |
| Accent Capital Management, LLC | 500 | $38.7K | 0.03% | +500 | New |
| City State Bank | 500 | $39.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 514 | $39.0K | 0.01% | +514 | New |
| Denali Advisors LLC | 510 | $39.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 526 | $40.7K | 0.00% | +28+5.6% | Added |
| Tompkins Financial Corp | 530 | $41.1K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 550 | $42.6K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 548 | $42.8K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 559 | $43.3K | 0.05% | +559 | New |
| Bank of New Hampshire | 590 | $45.7K | 0.01% | −75−11.3% | Reduced |
| Global Financial Private Client, LLC | 600 | $46.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 596 | $47.0K | 0.01% | +596 | New |
| Asset Dedication, LLC | 620 | $48.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 631 | $48.9K | 0.01% | +1+0.2% | Added |
| West Branch Capital LLC | 650 | $50.3K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 659 | $51.0K | 0.05% | +659 | New |
| TD Waterhouse Canada Inc. | 500 | $51.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 687 | $53.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 700 | $54.0K | 0.00% | −550−44.0% | Reduced |
| Deseret Mutual Benefit Administrators | 698 | $54.1K | 0.03% | −193−21.7% | Reduced |
| Private Ocean, LLC | 757 | $58.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 771 | $60.5K | 0.00% | +771 | New |
| Investors Research Corp | 800 | $62.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 800 | $62.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 800 | $62.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 873 | $67.6K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 932 | $72.2K | 0.00% | −145−13.5% | Reduced |
| Abich Financial Wealth Management LLC | 961 | $74.4K | 0.07% | +961 | New |
| GAMMA Investing LLC | 1,020 | $75.3K | 0.02% | +1,020 | New |
| Central Trust Co | 985 | $76.3K | 0.00% | −312−24.1% | Reduced |
| JNBA Financial Advisors | 1,006 | $77.9K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,016 | $79.4K | 0.00% | +16+1.6% | Added |
| Life Planning Partners, Inc | 1,026 | $79.5K | 0.08% | +1,026 | New |
| ICA Group Wealth Management, LLC | 1,045 | $80.9K | 0.02% | +1,045 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,067 | $83.4K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,080 | $83.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,090 | $84.4K | 0.02% | +114+11.7% | Added |
| Harbour Investments, Inc. | 1,122 | $86.9K | 0.00% | +61+5.7% | Added |
| Alta Advisers Ltd | 1,200 | $93.0K | 0.05% | 00.0% | Unchanged |
| CKW Financial Group | 1,250 | $97.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,260 | $97.6K | 0.04% | +100+8.6% | Added |
| Bray Capital Advisors | 1,265 | $98.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,356 | $102.9K | 0.00% | +19+1.4% | Added |
| MV Capital Management, Inc. | 1,332 | $103.2K | 0.01% | +103+8.4% | Added |
| Estabrook Capital Management | 1,340 | $103.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,354 | $104.9K | 0.03% | −216−13.8% | Reduced |
| Covestor Ltd | 1,362 | $105.0K | 0.07% | +748+121.8% | Added |
| Planned Solutions, Inc. | 1,375 | $106.5K | 0.05% | +1,375 | New |
| Pinnacle Bancorp, Inc. | 1,377 | $106.7K | 0.03% | −111−7.5% | Reduced |
| Penserra Capital Management LLC | 1,427 | $109.0K | 0.00% | −359−20.1% | Reduced |
| Lindbrook Capital, LLC | 1,422 | $110.1K | 0.01% | +632+80.0% | Added |
| Kelly Lawrence W & Associates Inc | 1,500 | $116.2K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,562 | $121.0K | 0.00% | +197+14.4% | Added |
| Manchester Capital Management LLC | 1,615 | $125.1K | 0.02% | +6+0.4% | Added |
| Allworth Financial LP | 1,667 | $129.1K | 0.00% | −391−19.0% | Reduced |
| Baystate Wealth Management LLC | 1,705 | $132.1K | 0.01% | +24+1.4% | Added |
| Spire Wealth Management | 1,766 | $133.9K | 0.00% | +60+3.5% | Added |
| Farther Finance Advisors, LLC | 1,739 | $134.7K | 0.01% | +640+58.2% | Added |
| First Manhattan Co | 1,967 | $152.7K | 0.00% | −204−9.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,999 | $154.8K | 0.00% | −1,885−48.5% | Reduced |
| TFC Financial Management | 2,115 | $163.8K | 0.03% | +7+0.3% | Added |
| Quadrant Capital Group LLC | 2,119 | $164.1K | 0.01% | −83−3.8% | Reduced |
| PGGM Investments | 2,160 | $167.0K | 0.00% | +2,160 | New |
| TD Private Client Wealth LLC | 2,197 | $170.2K | 0.01% | −218−9.0% | Reduced |
| Parallel Advisors, LLC | 2,229 | $172.7K | 0.01% | −159−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,230 | $172.8K | 0.02% | −784−26.0% | Reduced |
| Key Financial Inc | 2,269 | $175.8K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,292 | $177.5K | 0.01% | +3+0.1% | Added |
| Principal Securities, Inc. | 2,358 | $182.7K | 0.01% | +2,358 | New |
| Benjamin F. Edwards & Company, Inc. | 2,441 | $189.0K | 0.00% | +1,634+202.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,591 | $201.0K | 0.00% | +2,591 | New |
| Gabelli & Co Investment Advisers, Inc. | 2,600 | $201.4K | 0.04% | +2,600 | New |
| JJJ Advisors Inc. | 2,629 | $203.7K | 0.05% | +106+4.2% | Added |
| Raymond James Trust N.A. | 2,636 | $204.2K | 0.01% | −702−21.0% | Reduced |
| Davidson Trust Co | 2,636 | $204.2K | 0.13% | +2,636 | New |