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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 6,748 | $522.7K | 0.05% | −283−4.0% | Reduced |
| Choice Wealth Advisors, LLC | 6,750 | $522.9K | 0.32% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,808 | $527.4K | 0.01% | −3,726−35.4% | Reduced |
| MQS Management LLC | 6,821 | $528.4K | 0.29% | +6,821 | New |
| Knights of Columbus Asset Advisors LLC | 6,850 | $530.6K | 0.03% | +6,850 | New |
| Signaturefd, LLC | 6,919 | $535.9K | 0.01% | +636+10.1% | Added |
| CX Institutional | 7,006 | $542.7K | 0.03% | −186−2.6% | Reduced |
| V-Square Quantitative Management LLC | 7,015 | $543.4K | 0.13% | +1,678+31.4% | Added |
| Veriti Management LLC | 7,021 | $543.8K | 0.05% | +2,247+47.1% | Added |
| Legacy Capital Wealth Partners, LLC | 7,043 | $545.5K | 0.15% | −630−8.2% | Reduced |
| Impax Asset Management Group plc | 7,072 | $547.8K | 0.00% | +193+2.8% | Added |
| Ieq Capital, LLC | 7,073 | $547.9K | 0.01% | −2,671−27.4% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,186 | $556.7K | 0.52% | +7,186 | New |
| Sawtooth Solutions, LLC | 7,199 | $557.6K | 0.02% | −279−3.7% | Reduced |
| DMG Group, LLC | 7,220 | $559.3K | 0.53% | +197+2.8% | Added |
| Bleakley Financial Group, LLC | 7,222 | $559.4K | 0.02% | −256−3.4% | Reduced |
| Alberta Investment Management Corp | 7,300 | $565.5K | 0.01% | −475,780−98.5% | Reduced |
| Vestcor Inc | 7,322 | $567.0K | 0.02% | −93−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,443 | $576.5K | 0.00% | +456+6.5% | Added |
| Capstone Investment Advisors, LLC | 7,516 | $582.2K | 0.01% | +3,478+86.1% | Added |
| M&R Capital Management Inc | 7,581 | $587.2K | 0.15% | −2,738−26.5% | Reduced |
| Impact Partnership Wealth, LLC | 7,642 | $591.9K | 0.22% | +7,614+27,192.9% | Added |
| HighPoint Advisor Group LLC | 7,870 | $595.0K | 0.04% | +7,870 | New |
| Choate Investment Advisors | 7,708 | $597.1K | 0.02% | +1,562+25.4% | Added |
| Roberts Glore & Co Inc | 7,747 | $600.1K | 0.19% | −50−0.6% | Reduced |
| RSM US Wealth Management LLC | 7,762 | $606.6K | 0.02% | +4,115+112.8% | Added |
| Hunter Associates Investment Management LLC | 8,001 | $620.0K | 0.11% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 8,061 | $624.4K | 0.03% | +288+3.7% | Added |
| FJ Investments, LLC | 8,200 | $635.2K | 0.03% | +8,200 | New |
| Rockland Trust Co | 8,213 | $636.2K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,285 | $642.0K | 0.01% | +1,529+22.6% | Added |
| Bridges Investment Management Inc | 8,325 | $644.9K | 0.02% | −175−2.1% | Reduced |
| Groupama Asset Managment | 16,574 | $646.4K | 0.02% | +16,574 | New |
| Associated Banc-Corp | 8,406 | $651.1K | 0.02% | −16,467−66.2% | Reduced |
| Davenport & Co LLC | 8,643 | $669.5K | 0.00% | −295−3.3% | Reduced |
| Brevan Howard Capital Management LP | 8,693 | $673.4K | 0.07% | +8,693 | New |
| Credit Agricole S A | 8,731 | $676.3K | 0.01% | +5,680+186.2% | Added |
| BKD Wealth Advisors, LLC | 8,798 | $681.5K | 0.02% | −560−6.0% | Reduced |
| CIBC Private Wealth Group, LLC | 8,994 | $696.7K | 0.00% | −151−1.7% | Reduced |
| Robbins Farley LLC | 9,016 | $698.4K | 0.44% | 00.0% | Unchanged |
| Northeast Investment Management | 9,083 | $703.6K | 0.04% | −376−4.0% | Reduced |
| Culbertson A N & Co Inc | 9,087 | $703.8K | 0.13% | −35−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,092 | $704.3K | 0.03% | −340−3.6% | Reduced |
| Curbstone Financial Management Corp | 9,150 | $708.8K | 0.16% | 00.0% | Unchanged |
| Rothschild Investment LLC | 9,176 | $710.8K | 0.06% | +9,176 | New |
| Ramirez Asset Management, Inc. | 9,301 | $720.5K | 0.15% | 00.0% | Unchanged |
| Synovus Financial Corp | 9,318 | $721.8K | 0.01% | −82−0.9% | Reduced |
| Jefferies Financial Group Inc. | 9,441 | $731.3K | 0.01% | −36,559−79.5% | Reduced |
| Chicago Trust Co NA | 9,538 | $738.8K | 0.16% | −2,813−22.8% | Reduced |
| Evercore Wealth Management, LLC | 9,615 | $744.8K | 0.01% | 00.0% | Unchanged |
| Ramiah Investment Group | 9,635 | $746.3K | 0.70% | −1,241−11.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,768 | $756.6K | 0.02% | −290−2.9% | Reduced |
| Morningstar Investment Services LLC | 9,679 | $759.0K | 0.00% | +4,973+105.7% | Added |
| First Commonwealth Financial Corp | 9,900 | $766.9K | 0.24% | +1,040+11.7% | Added |
| Morningstar Investment Management LLC | 10,058 | $779.0K | 0.09% | +10,058 | New |
| Verdence Capital Advisors LLC | 10,071 | $780.1K | 0.08% | +3,302+48.8% | Added |
| Atom Investors LP | 10,072 | $780.2K | 0.14% | +10,072 | New |
| Washington Trust Co | 10,140 | $785.4K | 0.03% | −354−3.4% | Reduced |
| Jacobi Capital Management LLC | 10,326 | $799.8K | 0.08% | +158+1.6% | Added |
| Heritage Investors Management Corp | 10,340 | $801.0K | 0.03% | −800−7.2% | Reduced |
| Apollon Wealth Management, LLC | 10,364 | $802.8K | 0.03% | −15,030−59.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,446 | $809.0K | 0.00% | −2,240−17.7% | Reduced |
| Burney Co | 10,630 | $823.4K | 0.03% | −7−0.1% | Reduced |
| DFPG Investments, LLC | 10,726 | $829.1K | 0.06% | −263−2.4% | Reduced |
| Abbrea Capital, LLC | 10,615 | $830.0K | 0.12% | 00.0% | Unchanged |
| Huntington National Bank | 10,841 | $839.7K | 0.01% | −806−6.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,896 | $844.0K | 0.02% | −58−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,994 | $851.6K | 0.06% | −107−1.0% | Reduced |
| Diversified Trust Co | 11,016 | $853.3K | 0.03% | +11,016 | New |
| Panagora Asset Management Inc | 11,081 | $858.3K | 0.00% | −13,019−54.0% | Reduced |
| Norinchukin Bank, The | 11,153 | $863.9K | 0.02% | −1,871−14.4% | Reduced |
| Jones Financial Companies LLLP | 11,174 | $865.6K | 0.00% | +3,591+47.4% | Added |
| Silvercrest Asset Management Group LLC | 11,209 | $868.2K | 0.01% | +424+3.9% | Added |
| FJ Capital Management LLC | 11,215 | $868.7K | 0.09% | +11,215 | New |
| Evergreen Capital Management LLC | 11,123 | $869.3K | 0.04% | +10.0% | Added |
| First National Advisers, LLC | 11,251 | $871.9K | 0.25% | −1,900−14.4% | Reduced |
| First National Trust Co | 11,273 | $873.2K | 0.04% | −375−3.2% | Reduced |
| ClearAlpha Technologies LP | 11,326 | $877.3K | 0.33% | +11,326 | New |
| BlueMar Capital Management, LLC | 11,336 | $878.1K | 1.32% | −3,961−25.9% | Reduced |
| Quantitative Investment Management, LLC | 11,359 | $879.0K | 0.05% | +11,359 | New |
| Everence Capital Management Inc | 11,380 | $881.0K | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 11,508 | $891.4K | 0.03% | −300−2.5% | Reduced |
| Inspire Trust Co, N.A. | 11,526 | $892.8K | 0.92% | +11,526 | New |
| Northwestern Mutual Wealth Management Co | 11,561 | $895.5K | 0.00% | −1,823−13.6% | Reduced |
| Lido Advisors, LLC | 11,461 | $895.7K | 0.01% | +163+1.4% | Added |
| Abbot Financial Management, Inc. | 11,668 | $903.8K | 0.54% | 00.0% | Unchanged |
| Cypress Capital Group | 11,694 | $905.8K | 0.12% | 00.0% | Unchanged |
| Resources Management Corp | 11,690 | $906.0K | 0.13% | −350−2.9% | Reduced |
| Advisors Asset Management, Inc. | 11,977 | $927.7K | 0.02% | +3,880+47.9% | Added |
| MAI Capital Management | 11,995 | $929.1K | 0.01% | −3,311−21.6% | Reduced |
| Empirical Finance, LLC | 12,000 | $929.5K | 0.06% | −70−0.6% | Reduced |
| Oliver Luxxe Assets LLC | 12,035 | $932.2K | 0.22% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,085 | $936.1K | 0.02% | +798+7.1% | Added |
| E. Ohman J:or Asset Management AB | 12,189 | $944.2K | 0.03% | −2,600−17.6% | Reduced |
| Advisory Services Network, LLC | 12,359 | $957.3K | 0.02% | −4,990−28.8% | Reduced |
| IFG Advisory, LLC | 12,527 | $970.3K | 0.07% | +583+4.9% | Added |
| Metropolitan Life Insurance Co | 12,560 | $972.9K | 0.05% | −622−4.7% | Reduced |
| Brinker Capital Investments, LLC | 12,520 | $982.0K | 0.01% | −1,798−12.6% | Reduced |
| Orion Portfolio Solutions, LLC | 12,520 | $982.0K | 0.01% | −1,798−12.6% | Reduced |
| Tiaa Trust, National Association | 12,775 | $989.6K | 0.00% | −367−2.8% | Reduced |