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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 4,068 | $315.1K | 0.04% | −272−6.3% | Reduced |
| Piscataqua Savings Bank | 4,092 | $316.9K | 0.30% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,100 | $317.6K | 0.01% | −11−0.3% | Reduced |
| Oak Thistle LLC | 4,104 | $317.9K | 0.09% | +4,104 | New |
| Clear Street Markets LLC | 4,100 | $318.0K | 0.13% | +4,100 | New |
| Trust Co of the South | 4,130 | $319.9K | 0.08% | +4,130 | New |
| Coldstream Capital Management Inc | 4,132 | $320.1K | 0.01% | +170+4.3% | Added |
| Beacon Financial Group | 4,137 | $320.5K | 0.04% | −22−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 4,150 | $321.0K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 4,145 | $321.1K | 0.05% | +50+1.2% | Added |
| Empirical Asset Management, LLC | 4,149 | $321.3K | 0.26% | +10.0% | Added |
| HB Wealth Management, LLC | 4,169 | $322.9K | 0.00% | +779+23.0% | Added |
| KCM Investment Advisors LLC | 4,183 | $324.1K | 0.01% | −688−14.1% | Reduced |
| Arjuna Capital | 4,201 | $325.4K | 0.10% | −8,675−67.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,208 | $326.0K | 0.03% | +730+21.0% | Added |
| Evanson Asset Management, LLC | 4,210 | $326.1K | 0.03% | −1,200−22.2% | Reduced |
| FORA Capital, LLC | 4,226 | $327.3K | 0.03% | −7,316−63.4% | Reduced |
| Parkside Financial Bank & Trust | 4,238 | $328.3K | 0.06% | −52−1.2% | Reduced |
| LVW Advisors, LLC | 4,261 | $330.1K | 0.06% | +4,261 | New |
| Cobblestone Capital Advisors LLC | 4,280 | $331.5K | 0.02% | −50−1.2% | Reduced |
| Axq Capital, LP | 4,300 | $333.1K | 0.09% | −6,600−60.6% | Reduced |
| Shayne & Co., LLC | 4,361 | $337.8K | 0.10% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,375 | $338.9K | 0.03% | +647+17.4% | Added |
| Norway Savings Bank | 4,418 | $342.2K | 0.15% | −50−1.1% | Reduced |
| Delta Investment Management, LLC | 4,423 | $342.6K | 0.08% | −299−6.3% | Reduced |
| MWA Asset Management | 4,445 | $344.3K | 0.28% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,447 | $344.5K | 0.01% | −7,738−63.5% | Reduced |
| Profund Advisors LLC | 4,455 | $345.1K | 0.01% | +842+23.3% | Added |
| Humankind Investments LLC | 4,492 | $347.9K | 0.10% | −174−3.7% | Reduced |
| Balentine LLC | 4,558 | $353.0K | 0.01% | −1,109−19.6% | Reduced |
| Canandaigua National Bank & Trust Co | 4,607 | $356.9K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,631 | $358.7K | 0.01% | −508−9.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,650 | $360.2K | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 4,700 | $364.1K | 0.04% | −200−4.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,713 | $365.1K | 0.00% | +4,713 | New |
| Syon Capital LLC | 4,735 | $366.8K | 0.04% | +168+3.7% | Added |
| GWM Advisors LLC | 4,917 | $367.7K | 0.00% | −1,149−18.9% | Reduced |
| Rossmore Private Capital | 4,760 | $368.7K | 0.05% | 00.0% | Unchanged |
| Welch Group, LLC | 4,848 | $375.5K | 0.02% | +650+15.5% | Added |
| Aigen Investment Management, LP | 4,874 | $377.5K | 0.07% | −2,867−37.0% | Reduced |
| Capital Insight Partners, LLC | 4,884 | $378.3K | 0.08% | −1,645−25.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,884 | $378.3K | 0.16% | −237−4.6% | Reduced |
| Private Advisor Group, LLC | 4,888 | $378.7K | 0.00% | −1,520−23.7% | Reduced |
| Aquila Investment Management LLC | 5,000 | $387.3K | 0.34% | −6,000−54.5% | Reduced |
| Forbes J M & Co LLP | 5,035 | $390.0K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,037 | $390.2K | 0.05% | −13,075−72.2% | Reduced |
| Fosun International Ltd | 5,050 | $391.2K | 0.08% | −2,510−33.2% | Reduced |
| DoubleLine ETF Adviser LP | 5,109 | $395.7K | 0.11% | +202+4.1% | Added |
| Ironwood Investment Counsel, LLC | 5,162 | $399.9K | 0.07% | −192−3.6% | Reduced |
| Colony Group, LLC | 5,176 | $401.0K | 0.01% | +5,176 | New |
| Thoroughbred Financial Services, LLC | 5,218 | $404.0K | 0.03% | +654+14.3% | Added |
| CAPROCK Group, Inc. | 5,215 | $407.6K | 0.03% | +898+20.8% | Added |
| Ostrum Asset Management | 5,262 | $407.6K | 0.04% | −5,531−51.2% | Reduced |
| Peapack Gladstone Financial Corp | 5,267 | $408.0K | 0.01% | −224−4.1% | Reduced |
| Private Wealth Partners, LLC | 5,270 | $408.2K | 0.03% | −30−0.6% | Reduced |
| Aries Wealth Management | 5,279 | $408.9K | 0.15% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,300 | $410.5K | 0.21% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,377 | $416.5K | 0.01% | +28+0.5% | Added |
| Greenwich Wealth Management LLC | 5,391 | $418.0K | 0.04% | +358+7.1% | Added |
| Systematic Financial Management LP | 5,400 | $418.3K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 5,418 | $420.0K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,432 | $420.8K | 0.01% | −15,979−74.6% | Reduced |
| VERITY Wealth Advisors | 5,541 | $429.2K | 0.37% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,554 | $430.2K | 0.16% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 5,555 | $430.3K | 0.01% | +197+3.7% | Added |
| Am Investment Strategies LLC | 5,569 | $431.0K | 0.12% | +36+0.7% | Added |
| Fulton Bank, N.A. | 5,683 | $440.2K | 0.02% | −11−0.2% | Reduced |
| Mayflower Financial Advisors, LLC | 5,753 | $445.6K | 0.06% | −80−1.4% | Reduced |
| Per Stirling Capital Management, LLC. | 5,775 | $447.3K | 0.08% | +54+0.9% | Added |
| DGS Capital Management, LLC | 5,849 | $453.1K | 0.17% | +214+3.8% | Added |
| Sandy Spring Bank | 5,901 | $457.1K | 0.02% | −112−1.9% | Reduced |
| Saranac Partners Ltd | 5,945 | $460.5K | 0.30% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 5,893 | $460.5K | 0.09% | +26+0.4% | Added |
| Highlander Capital Management, LLC | 5,982 | $463.3K | 0.17% | −197−3.2% | Reduced |
| GHP Investment Advisors, Inc. | 5,987 | $463.7K | 0.03% | −15,434−72.1% | Reduced |
| Wedmont Private Capital | 5,922 | $464.5K | 0.04% | +5+0.1% | Added |
| Logan Capital Management Inc | 6,000 | $464.8K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 6,003 | $465.0K | 0.14% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 6,000 | $465.0K | 0.23% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,043 | $468.1K | 0.05% | +41+0.7% | Added |
| Pinnacle Associates Ltd | 6,122 | $474.2K | 0.01% | +1,187+24.1% | Added |
| Trustco Bank Corp N Y | 6,156 | $476.8K | 0.52% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,405 | $479.4K | 0.02% | +6,405 | New |
| National Asset Management, Inc. | 6,142 | $480.0K | 0.01% | +559+10.0% | Added |
| Nomura Holdings Inc | 6,222 | $482.0K | 0.00% | +6,222 | New |
| GTS Securities LLC | 6,244 | $483.7K | 0.01% | +2,781+80.3% | Added |
| Chicago Capital, LLC | 6,245 | $483.7K | 0.02% | 00.0% | Unchanged |
| Barr E S & Co | 6,250 | $484.1K | 0.03% | +6,250 | New |
| CWM, LLC | 6,270 | $486.0K | 0.00% | +358+6.1% | Added |
| Oppenheimer & Co Inc | 6,284 | $486.8K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,312 | $488.9K | 0.01% | −1,037−14.1% | Reduced |
| J.W. Cole Advisors, Inc. | 6,359 | $492.6K | 0.03% | +20.0% | Added |
| Anchor Capital Advisors LLC | 6,399 | $495.7K | 0.01% | −25−0.4% | Reduced |
| McAdam, LLC | 6,452 | $499.8K | 0.04% | −142−2.2% | Reduced |
| Johnson Investment Counsel Inc | 6,590 | $510.5K | 0.01% | −1,200−15.4% | Reduced |
| Kestra Advisory Services, LLC | 6,596 | $511.0K | 0.00% | +403+6.5% | Added |
| Bowen Hanes & Co Inc | 6,598 | $511.1K | 0.02% | −3,475−34.5% | Reduced |
| Toroso Investments, LLC | 6,687 | $518.0K | 0.01% | +348+5.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,700 | $519.0K | 0.43% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,734 | $521.6K | 0.01% | +6,734 | New |