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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 2,994 | $231.5K | 0.06% | +12+0.4% | Added |
| Warren Averett Asset Management, LLC | 2,926 | $226.2K | 0.01% | +2,926 | New |
| Stratos Wealth Partners, LTD. | 2,907 | $224.8K | 0.00% | −42−1.4% | Reduced |
| XTX Topco Ltd | 2,904 | $224.5K | 0.03% | +2,904 | New |
| Premier Path Wealth Partners, LLC | 2,892 | $223.6K | 0.04% | +2+0.1% | Added |
| Cobblestone Capital Advisors LLC | 2,880 | $222.7K | 0.01% | −1,400−32.7% | Reduced |
| Buckingham Strategic Partners | 2,851 | $220.5K | 0.01% | +2,851 | New |
| Davis R M Inc | 2,850 | $220.4K | 0.00% | −567−16.6% | Reduced |
| Ascent Group, LLC | 2,831 | $218.9K | 0.02% | −293−9.4% | Reduced |
| Webster Bank, N. A. | 2,824 | $218.4K | 0.02% | −40−1.4% | Reduced |
| Financial Advisors, LLC | 2,820 | $218.0K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,819 | $217.9K | 0.00% | −1,894−40.2% | Reduced |
| Umb Bank N A | 2,784 | $215.3K | 0.00% | −154−5.2% | Reduced |
| KCM Investment Advisors LLC | 2,782 | $215.1K | 0.01% | −1,401−33.5% | Reduced |
| LM Advisors LLC | 2,777 | $215.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,734 | $211.4K | 0.03% | +21+0.8% | Added |
| Farmers & Merchants Investments Inc | 2,731 | $211.2K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,715 | $209.9K | 0.01% | −268−9.0% | Reduced |
| Bollard Group LLC | 2,685 | $208.0K | 0.01% | +24+0.9% | Added |
| St Germain D J Co Inc | 2,689 | $207.9K | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,680 | $207.2K | 0.01% | −10,154−79.1% | Reduced |
| IHT Wealth Management, LLC | 2,660 | $205.6K | 0.01% | +2,660 | New |
| Principal Securities, Inc. | 2,653 | $205.1K | 0.01% | +295+12.5% | Added |
| Cohen Klingenstein LLC | 2,650 | $204.9K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,613 | $202.0K | 0.02% | +2,613 | New |
| Johnson Investment Counsel Inc | 2,600 | $201.0K | 0.00% | −3,990−60.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,600 | $201.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,600 | $201.0K | 0.06% | +2,600 | New |
| JJJ Advisors Inc. | 2,593 | $200.6K | 0.04% | −36−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,591 | $200.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,564 | $198.2K | 0.00% | −702−21.5% | Reduced |
| Ransom Advisory, Ltd | 2,400 | $185.6K | 0.10% | +2,400 | New |
| Benjamin F. Edwards & Company, Inc. | 2,385 | $184.0K | 0.00% | −56−2.3% | Reduced |
| Parallel Advisors, LLC | 2,380 | $184.0K | 0.00% | +151+6.8% | Added |
| Key Financial Inc | 2,269 | $175.4K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,261 | $174.8K | 0.01% | −31−1.4% | Reduced |
| TD Private Client Wealth LLC | 2,187 | $169.1K | 0.01% | −10−0.5% | Reduced |
| Whittier Trust Co | 2,166 | $167.4K | 0.00% | −1,241−36.4% | Reduced |
| TFC Financial Management | 2,117 | $163.7K | 0.03% | +2+0.1% | Added |
| First Manhattan Co | 2,032 | $157.8K | 0.00% | +65+3.3% | Added |
| Whittier Trust Co of Nevada Inc | 2,032 | $157.1K | 0.00% | +33+1.7% | Added |
| Peoples Financial Services Corp. | 2,018 | $156.0K | 0.07% | −1,000−33.1% | Reduced |
| Aquatic Capital Management LLC | 1,900 | $146.9K | 0.00% | −74,000−97.5% | Reduced |
| Allworth Financial LP | 1,789 | $138.3K | 0.00% | +122+7.3% | Added |
| Spire Wealth Management | 1,775 | $137.2K | 0.00% | +9+0.5% | Added |
| Farther Finance Advisors, LLC | 1,770 | $136.8K | 0.01% | +31+1.8% | Added |
| Quadrant Capital Group LLC | 1,611 | $124.6K | 0.01% | −508−24.0% | Reduced |
| Manchester Capital Management LLC | 1,596 | $123.4K | 0.02% | −19−1.2% | Reduced |
| Massmutual Trust Co FSB | 1,591 | $123.0K | 0.00% | +29+1.9% | Added |
| Covestor Ltd | 1,539 | $119.0K | 0.08% | +177+13.0% | Added |
| Natixis | 1,504 | $116.3K | 0.00% | −188,362−99.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,490 | $115.2K | 0.03% | −10−0.7% | Reduced |
| MV Capital Management, Inc. | 1,459 | $112.8K | 0.01% | +127+9.5% | Added |
| Mather Group, LLC. | 1,455 | $112.7K | 0.00% | +1,455 | New |
| Abich Financial Wealth Management LLC | 1,452 | $112.3K | 0.09% | +491+51.1% | Added |
| Lindbrook Capital, LLC | 1,430 | $110.6K | 0.01% | +8+0.6% | Added |
| Estabrook Capital Management | 1,340 | $103.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,312 | $101.4K | 0.03% | −65−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,380 | $100.0K | 0.01% | −850−38.1% | Reduced |
| Global Retirement Partners, LLC | 1,275 | $98.6K | 0.00% | −81−6.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,100 | $98.4K | 0.00% | +600+120.0% | Added |
| Bray Capital Advisors | 1,265 | $97.8K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,260 | $97.4K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 1,250 | $97.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $92.8K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 1,197 | $92.6K | 0.07% | +1,197 | New |
| Hexagon Capital Partners LLC | 1,188 | $91.9K | 0.02% | −166−12.3% | Reduced |
| PEAK6 Investments LLC | 1,164 | $90.0K | 0.00% | +666+133.7% | Added |
| Tobam | 1,138 | $88.0K | 0.01% | +438+62.6% | Added |
| Harbour Investments, Inc. | 1,127 | $87.1K | 0.00% | +5+0.4% | Added |
| State of Wyoming | 1,105 | $85.4K | 0.01% | +15+1.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,079 | $84.2K | 0.03% | +12+1.1% | Added |
| Bangor Savings Bank | 1,065 | $82.3K | 0.01% | −15−1.4% | Reduced |
| GAMMA Investing LLC | 1,023 | $79.1K | 0.02% | +3+0.3% | Added |
| JNBA Financial Advisors | 1,006 | $77.8K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $77.3K | 0.02% | −45−4.3% | Reduced |
| Central Trust Co | 985 | $76.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 800 | $61.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 800 | $61.9K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 800 | $61.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 773 | $59.8K | 0.00% | −100−11.5% | Reduced |
| Private Ocean, LLC | 757 | $58.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 698 | $54.0K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 687 | $53.1K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 680 | $52.6K | 0.01% | +150+28.3% | Added |
| Cambridge Trust Co | 671 | $51.9K | 0.00% | −261−28.0% | Reduced |
| West Branch Capital LLC | 650 | $50.3K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 631 | $48.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 620 | $48.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 600 | $46.4K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 548 | $42.7K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 550 | $42.5K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 537 | $41.3K | 0.01% | −59−9.9% | Reduced |
| Geneos Wealth Management Inc. | 526 | $40.7K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 510 | $39.4K | 0.01% | 00.0% | Unchanged |
| City State Bank | 500 | $39.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $38.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 487 | $37.7K | 0.00% | +104+27.2% | Added |
| IFP Advisors, Inc | 473 | $36.6K | 0.00% | +18+4.0% | Added |
| Norwood Financial Corp | 458 | $35.4K | 0.05% | +458 | New |