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, Q1 2024
Institutional positions in State Street Corp as of Mar 31, 2024. 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
- 921
- +24 vs. Q4 2023
- Shares held
- 268.4M
- +5.87M (+2.2%) vs. Q4 2023
- Total value
- $20.7B
- +$403.1M (+2.0%) vs. Q4 2023
- New holders
- 104
- 321 more added
- Sold out
- 80
- 333 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $77 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $323 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $386 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 5 | $387 | 0.00% | −3−37.5% | Reduced |
| Castleview Partners, LLC | 5 | $387 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $390 | 0.00% | +5 | New |
| Macroview Investment Management LLC | 6 | $464 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 8 | $619 | 0.00% | +8 | New |
| Core Alternative Capital | 9 | $696 | 0.00% | −101−91.8% | Reduced |
| Gradient Investments LLC | 9 | $696 | 0.00% | −34−79.1% | Reduced |
| Colonial Trust Advisors | 10 | $773 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 11 | $851 | 0.00% | −2−15.4% | Reduced |
| Penserra Capital Management LLC | 24 | $1.00K | 0.00% | −1,403−98.3% | Reduced |
| Harvest Fund Management Co., Ltd | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 23 | $1.79K | 0.00% | +23 | New |
| Park Place Capital Corp | 24 | $1.86K | 0.00% | +24 | New |
| WR Wealth Planners, LLC | 24 | $1.86K | 0.00% | +24 | New |
| Hantz Financial Services, Inc. | 30 | $2.00K | 0.00% | −186−86.1% | Reduced |
| Financial Management Professionals, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 25 | $2.00K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 26 | $2.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $2.01K | 0.00% | +1+4.0% | Added |
| SJS Investment Consulting Inc. | 28 | $2.17K | 0.00% | +8+40.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 29 | $2.24K | 0.00% | +29 | New |
| Valued Wealth Advisors LLC | 31 | $2.41K | 0.00% | +21+210.0% | Added |
| Dunhill Financial, LLC | 32 | $2.44K | 0.00% | +7+28.0% | Added |
| MeadowBrook Investment Advisors LLC | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 33 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 34 | $2.65K | 0.00% | +34 | New |
| Archer Investment Corp | 35 | $2.71K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $3.02K | 0.00% | −80−67.2% | Reduced |
| Fortis Group Advisors, LLC | 39 | $3.02K | 0.00% | −39−50.0% | Reduced |
| Atlas Capital Advisors LLC | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $3.11K | 0.00% | −10−20.0% | Reduced |
| First Financial Corp | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 55 | $4.00K | 0.00% | +45+450.0% | Added |
| NBT Bank N A | 55 | $4.25K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 55 | $4.25K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $4.64K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 60 | $4.64K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 60 | $4.65K | 0.00% | +8+15.4% | Added |
| Caitlin John, LLC | 62 | $4.80K | 0.00% | −1−1.6% | Reduced |
| Redmont Wealth Advisors LLC | 67 | $5.18K | 0.01% | +67 | New |
| Raffa Wealth Management, LLC | 73 | $5.64K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 75 | $5.80K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 76 | $5.88K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 78 | $6.03K | 0.00% | +78 | New |
| Rosenberg Matthew Hamilton | 81 | $6.23K | 0.00% | +1+1.3% | Added |
| Fernwood Investment Management, LLC | 86 | $6.65K | 0.00% | +86 | New |
| Crewe Advisors LLC | 95 | $7.35K | 0.00% | +95 | New |
| Peoples Bank | 100 | $7.73K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $7.73K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $7.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 101 | $7.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $8.04K | 0.00% | −7−6.3% | Reduced |
| Pittenger & Anderson Inc | 104 | $8.04K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 105 | $8.19K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 106 | $8.20K | 0.00% | +106 | New |
| Aspect Partners, LLC | 110 | $8.51K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 110 | $8.51K | 0.00% | +60+120.0% | Added |
| Motco | 113 | $8.74K | 0.00% | −2−1.7% | Reduced |
| HHM Wealth Advisors, LLC | 114 | $8.81K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 121 | $9.00K | 0.00% | +9+8.0% | Added |
| Red Tortoise LLC | 119 | $9.20K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 122 | $9.43K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 124 | $9.59K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 131 | $10.0K | 0.00% | −19−12.7% | Reduced |
| GW&K Investment Management, LLC | 132 | $10.0K | 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% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 131 | $10.1K | 0.00% | −44−25.1% | Reduced |
| JFS Wealth Advisors, LLC | 135 | $10.4K | 0.00% | −15−10.0% | Reduced |
| Colonial Trust Co | 135 | $10.5K | 0.00% | −3−2.2% | Reduced |
| Tucker Asset Management LLC | 137 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 138 | $10.7K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 142 | $11.0K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 155 | $11.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 158 | $12.2K | 0.01% | +158 | New |
| Bogart Wealth, LLC | 161 | $12.5K | 0.00% | +1+0.6% | Added |
| Frazier Financial Advisors, LLC | 162 | $12.5K | 0.01% | −61−27.4% | Reduced |
| Tyler-Stone Wealth Management | 170 | $13.1K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 174 | $13.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 180 | $14.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 195 | $15.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 194 | $15.1K | 0.01% | +129+198.5% | Added |
| Clean Yield Group | 200 | $15.5K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 202 | $15.6K | 0.00% | +202 | New |
| Quarry LP | 217 | $16.8K | 0.01% | −283−56.6% | Reduced |
| Walleye Trading LLC | 233 | $18.0K | 0.00% | +233 | New |
| North Star Investment Management Corp. | 240 | $18.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 240 | $18.6K | 0.01% | +15+6.7% | Added |
| NBC Securities, Inc. | 254 | $19.0K | 0.00% | −56−18.1% | Reduced |
| CoreCap Advisors, LLC | 249 | $19.3K | 0.00% | +249 | New |