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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 450 | $34.8K | 0.00% | +68+17.8% | Added |
| Ancora Advisors, LLC | 432 | $33.4K | 0.00% | +432 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 412 | $32.1K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 405 | $31.3K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 400 | $30.9K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 400 | $30.9K | 0.02% | +400 | New |
| Bruce G. Allen Investments, LLC | 379 | $29.3K | 0.02% | −280−42.5% | Reduced |
| CVA Family Office, LLC | 362 | $28.0K | 0.01% | +7+2.0% | Added |
| Ofi Invest Asset Management | 390 | $27.9K | 0.00% | −3−0.8% | Reduced |
| Zions Bancorporation, N.A. | 360 | $27.8K | 0.00% | −43−10.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 340 | $26.0K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 339 | $25.9K | 0.00% | +339 | New |
| LRI Investments, LLC | 328 | $25.4K | 0.01% | +328 | New |
| Foster Dykema Cabot & Partners, LLC | 298 | $23.2K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 297 | $23.2K | 0.00% | +2+0.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $23.2K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 290 | $22.4K | 0.01% | −300−50.8% | Reduced |
| Field & Main Bank | 275 | $21.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 250 | $19.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 249 | $19.3K | 0.00% | +249 | New |
| NBC Securities, Inc. | 254 | $19.0K | 0.00% | −56−18.1% | Reduced |
| 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 |
| Walleye Trading LLC | 233 | $18.0K | 0.00% | +233 | New |
| Quarry LP | 217 | $16.8K | 0.01% | −283−56.6% | Reduced |
| Coastal Investment Advisors, Inc. | 202 | $15.6K | 0.00% | +202 | New |
| Clean Yield Group | 200 | $15.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 194 | $15.1K | 0.01% | +129+198.5% | Added |
| Northwest Capital Management Inc | 195 | $15.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 180 | $14.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 174 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 170 | $13.1K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 162 | $12.5K | 0.01% | −61−27.4% | Reduced |
| Bogart Wealth, LLC | 161 | $12.5K | 0.00% | +1+0.6% | Added |
| Rise Advisors, LLC | 158 | $12.2K | 0.01% | +158 | New |
| Grove Bank & Trust | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 155 | $11.3K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 142 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 138 | $10.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 137 | $10.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 135 | $10.5K | 0.00% | −3−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 135 | $10.4K | 0.00% | −15−10.0% | Reduced |
| Nemes Rush Group LLC | 131 | $10.1K | 0.00% | −44−25.1% | Reduced |
| Operose Advisors LLC | 130 | $10.1K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 130 | $10.1K | 0.01% | 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 |
| DT Investment Partners, LLC | 124 | $9.59K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 122 | $9.43K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 119 | $9.20K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 121 | $9.00K | 0.00% | +9+8.0% | Added |
| HHM Wealth Advisors, LLC | 114 | $8.81K | 0.00% | 00.0% | Unchanged |
| Motco | 113 | $8.74K | 0.00% | −2−1.7% | Reduced |
| Aspect Partners, LLC | 110 | $8.51K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 110 | $8.51K | 0.00% | +60+120.0% | Added |
| NewSquare Capital LLC | 106 | $8.20K | 0.00% | +106 | New |
| Proequities, Inc. | 105 | $8.19K | 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 |
| Versant Capital Management, Inc | 101 | $7.81K | 0.00% | 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 |
| Peoples Bank | 100 | $7.73K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 95 | $7.35K | 0.00% | +95 | New |
| Fernwood Investment Management, LLC | 86 | $6.65K | 0.00% | +86 | New |
| Rosenberg Matthew Hamilton | 81 | $6.23K | 0.00% | +1+1.3% | Added |
| Tributary Capital Management, LLC | 78 | $6.03K | 0.00% | +78 | New |
| Creative Financial Designs Inc | 76 | $5.88K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 75 | $5.80K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 73 | $5.64K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 67 | $5.18K | 0.01% | +67 | New |
| Caitlin John, LLC | 62 | $4.80K | 0.00% | −1−1.6% | Reduced |
| Abound Wealth Management | 60 | $4.65K | 0.00% | +8+15.4% | Added |
| Beaird Harris Wealth Management, LLC | 60 | $4.64K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $4.64K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 55 | $4.25K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 55 | $4.25K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 55 | $4.00K | 0.00% | +45+450.0% | Added |
| GPS Wealth Strategies Group, LLC | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $3.11K | 0.00% | −10−20.0% | Reduced |
| Wolff Wiese Magana LLC | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 40 | $3.09K | 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 |
| Archer Investment Corp | 35 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 34 | $2.65K | 0.00% | +34 | New |
| Criterion Capital Advisors, LLC | 33 | $2.55K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $2.44K | 0.00% | +7+28.0% | Added |
| Valued Wealth Advisors LLC | 31 | $2.41K | 0.00% | +21+210.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 29 | $2.24K | 0.00% | +29 | New |
| SJS Investment Consulting Inc. | 28 | $2.17K | 0.00% | +8+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 26 | $2.01K | 0.00% | +1+4.0% | Added |
| West Paces Advisors Inc. | 26 | $2.01K | 0.00% | 00.0% | Unchanged |
| 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 |