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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 6,850 | $530.6K | 0.03% | +6,850 | New |
| MQS Management LLC | 6,821 | $528.4K | 0.29% | +6,821 | New |
| Integrated Wealth Concepts LLC | 6,808 | $527.4K | 0.01% | −3,726−35.4% | Reduced |
| Choice Wealth Advisors, LLC | 6,750 | $522.9K | 0.32% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 6,748 | $522.7K | 0.05% | −283−4.0% | Reduced |
| NewEdge Wealth, LLC | 6,734 | $521.6K | 0.01% | +6,734 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,700 | $519.0K | 0.43% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,687 | $518.0K | 0.01% | +348+5.5% | Added |
| Bowen Hanes & Co Inc | 6,598 | $511.1K | 0.02% | −3,475−34.5% | Reduced |
| Kestra Advisory Services, LLC | 6,596 | $511.0K | 0.00% | +403+6.5% | Added |
| Johnson Investment Counsel Inc | 6,590 | $510.5K | 0.01% | −1,200−15.4% | Reduced |
| McAdam, LLC | 6,452 | $499.8K | 0.04% | −142−2.2% | Reduced |
| Anchor Capital Advisors LLC | 6,399 | $495.7K | 0.01% | −25−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 6,359 | $492.6K | 0.03% | +20.0% | Added |
| Brookstone Capital Management | 6,312 | $488.9K | 0.01% | −1,037−14.1% | Reduced |
| Oppenheimer & Co Inc | 6,284 | $486.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,270 | $486.0K | 0.00% | +358+6.1% | Added |
| Barr E S & Co | 6,250 | $484.1K | 0.03% | +6,250 | New |
| Chicago Capital, LLC | 6,245 | $483.7K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 6,244 | $483.7K | 0.01% | +2,781+80.3% | Added |
| Nomura Holdings Inc | 6,222 | $482.0K | 0.00% | +6,222 | New |
| National Asset Management, Inc. | 6,142 | $480.0K | 0.01% | +559+10.0% | Added |
| SageView Advisory Group, LLC | 6,405 | $479.4K | 0.02% | +6,405 | New |
| Trustco Bank Corp N Y | 6,156 | $476.8K | 0.52% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,122 | $474.2K | 0.01% | +1,187+24.1% | Added |
| Harbor Investment Advisory, LLC | 6,043 | $468.1K | 0.05% | +41+0.7% | Added |
| Stonebridge Capital Management Inc | 6,000 | $465.0K | 0.23% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 6,003 | $465.0K | 0.14% | 00.0% | Unchanged |
| Logan Capital Management Inc | 6,000 | $464.8K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,922 | $464.5K | 0.04% | +5+0.1% | Added |
| GHP Investment Advisors, Inc. | 5,987 | $463.7K | 0.03% | −15,434−72.1% | Reduced |
| Highlander Capital Management, LLC | 5,982 | $463.3K | 0.17% | −197−3.2% | Reduced |
| One Wealth Advisors, LLC | 5,893 | $460.5K | 0.09% | +26+0.4% | Added |
| Saranac Partners Ltd | 5,945 | $460.5K | 0.30% | 00.0% | Unchanged |
| Sandy Spring Bank | 5,901 | $457.1K | 0.02% | −112−1.9% | Reduced |
| DGS Capital Management, LLC | 5,849 | $453.1K | 0.17% | +214+3.8% | Added |
| Per Stirling Capital Management, LLC. | 5,775 | $447.3K | 0.08% | +54+0.9% | Added |
| Mayflower Financial Advisors, LLC | 5,753 | $445.6K | 0.06% | −80−1.4% | Reduced |
| Fulton Bank, N.A. | 5,683 | $440.2K | 0.02% | −11−0.2% | Reduced |
| Am Investment Strategies LLC | 5,569 | $431.0K | 0.12% | +36+0.7% | Added |
| Guinness Asset Management LTD | 5,555 | $430.3K | 0.01% | +197+3.7% | Added |
| Wealth Effects LLC | 5,554 | $430.2K | 0.16% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 5,541 | $429.2K | 0.37% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,432 | $420.8K | 0.01% | −15,979−74.6% | Reduced |
| Beach Investment Counsel Inc | 5,418 | $420.0K | 0.05% | 00.0% | Unchanged |
| Systematic Financial Management LP | 5,400 | $418.3K | 0.01% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 5,391 | $418.0K | 0.04% | +358+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 5,377 | $416.5K | 0.01% | +28+0.5% | Added |
| Caldwell Sutter Capital, Inc. | 5,300 | $410.5K | 0.21% | 00.0% | Unchanged |
| Aries Wealth Management | 5,279 | $408.9K | 0.15% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 5,270 | $408.2K | 0.03% | −30−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 5,267 | $408.0K | 0.01% | −224−4.1% | Reduced |
| Ostrum Asset Management | 5,262 | $407.6K | 0.04% | −5,531−51.2% | Reduced |
| CAPROCK Group, Inc. | 5,215 | $407.6K | 0.03% | +898+20.8% | Added |
| Thoroughbred Financial Services, LLC | 5,218 | $404.0K | 0.03% | +654+14.3% | Added |
| Colony Group, LLC | 5,176 | $401.0K | 0.01% | +5,176 | New |
| Ironwood Investment Counsel, LLC | 5,162 | $399.9K | 0.07% | −192−3.6% | Reduced |
| DoubleLine ETF Adviser LP | 5,109 | $395.7K | 0.11% | +202+4.1% | Added |
| Fosun International Ltd | 5,050 | $391.2K | 0.08% | −2,510−33.2% | Reduced |
| Leonteq Securities AG | 5,037 | $390.2K | 0.05% | −13,075−72.2% | Reduced |
| Forbes J M & Co LLP | 5,035 | $390.0K | 0.05% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 5,000 | $387.3K | 0.34% | −6,000−54.5% | Reduced |
| Private Advisor Group, LLC | 4,888 | $378.7K | 0.00% | −1,520−23.7% | 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 |
| Aigen Investment Management, LP | 4,874 | $377.5K | 0.07% | −2,867−37.0% | Reduced |
| Welch Group, LLC | 4,848 | $375.5K | 0.02% | +650+15.5% | Added |
| Rossmore Private Capital | 4,760 | $368.7K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,917 | $367.7K | 0.00% | −1,149−18.9% | Reduced |
| Syon Capital LLC | 4,735 | $366.8K | 0.04% | +168+3.7% | Added |
| Sequoia Financial Advisors, LLC | 4,713 | $365.1K | 0.00% | +4,713 | New |
| SPC Financial, Inc. | 4,700 | $364.1K | 0.04% | −200−4.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,650 | $360.2K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,631 | $358.7K | 0.01% | −508−9.9% | Reduced |
| Canandaigua National Bank & Trust Co | 4,607 | $356.9K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 4,558 | $353.0K | 0.01% | −1,109−19.6% | Reduced |
| Humankind Investments LLC | 4,492 | $347.9K | 0.10% | −174−3.7% | Reduced |
| Profund Advisors LLC | 4,455 | $345.1K | 0.01% | +842+23.3% | Added |
| Horizon Investments, LLC | 4,447 | $344.5K | 0.01% | −7,738−63.5% | Reduced |
| MWA Asset Management | 4,445 | $344.3K | 0.28% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,423 | $342.6K | 0.08% | −299−6.3% | Reduced |
| Norway Savings Bank | 4,418 | $342.2K | 0.15% | −50−1.1% | Reduced |
| NEOS Investment Management LLC | 4,375 | $338.9K | 0.03% | +647+17.4% | Added |
| Shayne & Co., LLC | 4,361 | $337.8K | 0.10% | 00.0% | Unchanged |
| Axq Capital, LP | 4,300 | $333.1K | 0.09% | −6,600−60.6% | Reduced |
| Cobblestone Capital Advisors LLC | 4,280 | $331.5K | 0.02% | −50−1.2% | Reduced |
| LVW Advisors, LLC | 4,261 | $330.1K | 0.06% | +4,261 | New |
| Parkside Financial Bank & Trust | 4,238 | $328.3K | 0.06% | −52−1.2% | Reduced |
| FORA Capital, LLC | 4,226 | $327.3K | 0.03% | −7,316−63.4% | Reduced |
| Evanson Asset Management, LLC | 4,210 | $326.1K | 0.03% | −1,200−22.2% | Reduced |
| Checchi Capital Advisers, LLC | 4,208 | $326.0K | 0.03% | +730+21.0% | Added |
| Arjuna Capital | 4,201 | $325.4K | 0.10% | −8,675−67.4% | Reduced |
| KCM Investment Advisors LLC | 4,183 | $324.1K | 0.01% | −688−14.1% | Reduced |
| HB Wealth Management, LLC | 4,169 | $322.9K | 0.00% | +779+23.0% | Added |
| Empirical Asset Management, LLC | 4,149 | $321.3K | 0.26% | +10.0% | Added |
| BFSG, LLC | 4,145 | $321.1K | 0.05% | +50+1.2% | Added |
| Neville Rodie & Shaw Inc | 4,150 | $321.0K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 4,137 | $320.5K | 0.04% | −22−0.5% | Reduced |
| Coldstream Capital Management Inc | 4,132 | $320.1K | 0.01% | +170+4.3% | Added |
| Trust Co of the South | 4,130 | $319.9K | 0.08% | +4,130 | New |