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 |
|---|---|---|---|---|---|
| TSFG, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 275 | $21.3K | 0.01% | −300−52.2% | Reduced |
| Smithfield Trust Co | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Thompson Siegel & Walmsley LLC | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 240 | $18.6K | 0.00% | −13−5.1% | Reduced |
| Dividend Assets Capital, LLC | 234 | $18.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 225 | $17.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 223 | $17.3K | 0.02% | +223 | New |
| Hantz Financial Services, Inc. | 216 | $17.0K | 0.00% | +186+620.0% | Added |
| Maryland Capital Advisors Inc. | 200 | $15.5K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $15.5K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 195 | $15.1K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 184 | $14.3K | 0.00% | +184 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 180 | $14.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 175 | $13.6K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 174 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 170 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 160 | $12.4K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 155 | $12.0K | 0.01% | +155 | New |
| Grove Bank & Trust | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $11.6K | 0.00% | +27+22.0% | Added |
| Valley National Advisers Inc | 150 | $11.0K | 0.00% | +134+837.5% | Added |
| Investment Research & Advisory Group, Inc. | 142 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 140 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 138 | $10.7K | 0.01% | +138 | New |
| Colonial Trust Co | 138 | $10.7K | 0.00% | +35+34.0% | Added |
| Tucker Asset Management LLC | 137 | $10.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 130 | $10.1K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 130 | $10.1K | 0.01% | +130 | New |
| GW&K Investment Management, LLC | 132 | $10.0K | 0.00% | +21+18.9% | Added |
| WealthCollab, LLC | 122 | $9.45K | 0.01% | +122 | New |
| DT Investment Partners, LLC | 124 | $9.28K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 119 | $9.22K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 119 | $9.22K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $9.00K | 0.00% | 00.0% | Unchanged |
| Motco | 115 | $8.91K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 114 | $8.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $8.60K | 0.00% | −30−21.3% | Reduced |
| Aspect Partners, LLC | 110 | $8.52K | 0.01% | +110 | New |
| Core Alternative Capital | 110 | $8.51K | 0.00% | −29−20.9% | Reduced |
| Morton Brown Family Wealth, LLC | 106 | $8.21K | 0.00% | +106 | New |
| Proequities, Inc. | 105 | $8.21K | 0.00% | +52+98.1% | Added |
| Pittenger & Anderson Inc | 104 | $8.06K | 0.00% | +104 | New |
| Versant Capital Management, Inc | 101 | $7.82K | 0.00% | +21+26.3% | Added |
| Mascoma Wealth Management LLC | 100 | $7.75K | 0.00% | −12−10.7% | Reduced |
| Tortoise Investment Management, LLC | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 100 | $7.75K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 91 | $7.00K | 0.00% | −9−9.0% | Reduced |
| EntryPoint Capital, LLC | 85 | $6.58K | 0.01% | +85 | New |
| Rosenberg Matthew Hamilton | 80 | $6.19K | 0.00% | +1+1.3% | Added |
| Fortis Group Advisors, LLC | 78 | $6.04K | 0.00% | +39+100.0% | Added |
| Creative Financial Designs Inc | 76 | $5.89K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 75 | $5.81K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 75 | $5.81K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $5.66K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 67 | $5.19K | 0.00% | +67 | New |
| Eagle Bay Advisors LLC | 65 | $5.04K | 0.00% | −17−20.7% | Reduced |
| Caitlin John, LLC | 63 | $4.93K | 0.00% | +63 | New |
| McIlrath & Eck, LLC | 60 | $4.65K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 60 | $4.65K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 55 | $4.26K | 0.00% | −3,075−98.2% | Reduced |
| Aspire Private Capital, LLC | 55 | $4.26K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $4.04K | 0.00% | +8+18.2% | Added |
| First Financial Corp | 50 | $3.87K | 0.00% | −197−79.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $3.87K | 0.00% | +50 | New |
| Raleigh Capital Management Inc. | 50 | $3.87K | 0.00% | +50 | New |
| Gradient Investments LLC | 43 | $3.33K | 0.00% | +34+377.8% | Added |
| Wolff Wiese Magana LLC | 40 | $3.10K | 0.00% | −32−44.4% | Reduced |
| Atlas Capital Advisors LLC | 40 | $3.10K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 38 | $2.97K | 0.00% | +25+192.3% | Added |
| Archer Investment Corp | 35 | $2.71K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 33 | $2.56K | 0.00% | +33 | New |
| MeadowBrook Investment Advisors LLC | 100 | $2.37K | 0.00% | +100 | New |
| West Paces Advisors Inc. | 26 | $2.01K | 0.00% | +6+30.0% | Added |
| Financial Management Professionals, Inc. | 21 | $2.00K | 0.00% | −31−59.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $1.98K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $1.94K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 20 | $1.55K | 0.00% | −6−23.1% | Reduced |
| Northwest Financial Advisors | 19 | $1.47K | 0.00% | +19 | New |
| Carolinas Wealth Consulting LLC | 18 | $1.41K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 14 | $1.08K | 0.00% | +14 | New |
| Capital Analysts, LLC | 10 | $1.00K | 0.00% | −45−81.8% | Reduced |
| Avion Wealth | 16 | $1.00K | 0.00% | −6−27.3% | Reduced |
| Harvest Fund Management Co., Ltd | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $870 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 11 | $855 | 0.00% | −682−98.4% | Reduced |
| Colonial Trust Advisors | 10 | $775 | 0.00% | −2−16.7% | Reduced |
| Barrett & Company, Inc. | 10 | $775 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 9 | $698 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $677 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 8 | $620 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 6 | $465 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $388 | 0.00% | +5 | New |
| Delta Asset Management LLC | 5 | $387 | 0.00% | −119−96.0% | Reduced |
| Castleview Partners, LLC | 5 | $387 | 0.00% | 00.0% | Unchanged |