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, Q2 2024
Institutional positions in State Street Corp as of Jun 30, 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
- 904
- −6 vs. Q1 2024
- Shares held
- 271.3M
- +3.66M (+1.4%) vs. Q1 2024
- Total value
- $20.1B
- −$612.8M (−3.0%) vs. Q1 2024
- New holders
- 79
- 290 more added
- Sold out
- 85
- 350 more reduced
11 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bollard Group LLC | 2,709 | $200.0K | 0.01% | +24+0.9% | Added |
| Farmers & Merchants Investments Inc | 2,731 | $202.1K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,742 | $202.9K | 0.03% | +2,742 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,753 | $203.7K | 0.03% | +19+0.7% | Added |
| Stephens Inc | 2,764 | $204.5K | 0.00% | +2,764 | New |
| Quarry LP | 2,765 | $204.6K | 0.09% | +2,548+1,174.2% | Added |
| Premier Path Wealth Partners, LLC | 2,782 | $205.9K | 0.04% | −110−3.8% | Reduced |
| KCM Investment Advisors LLC | 2,782 | $205.9K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,800 | $207.2K | 0.08% | −550−16.4% | Reduced |
| Financial Advisors, LLC | 2,820 | $208.7K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,824 | $209.0K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,843 | $210.4K | 0.00% | +2,843 | New |
| Capital Wealth Planning, LLC | 2,845 | $210.5K | 0.00% | +2,845 | New |
| Walleye Trading LLC | 2,849 | $210.8K | 0.00% | +2,616+1,122.7% | Added |
| Headlands Technologies LLC | 2,869 | $212.3K | 0.02% | −2,902−50.3% | Reduced |
| Ellevest, Inc. | 2,870 | $212.4K | 0.01% | −143−4.7% | Reduced |
| Prio Wealth Limited Partnership | 2,872 | $212.5K | 0.01% | −1,628−36.2% | Reduced |
| Warren Averett Asset Management, LLC | 2,872 | $212.5K | 0.00% | −54−1.8% | Reduced |
| Cobblestone Capital Advisors LLC | 2,880 | $213.1K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 2,881 | $213.2K | 0.11% | +2,881 | New |
| Regions Financial Corp | 2,913 | $215.6K | 0.00% | −184−5.9% | Reduced |
| Plimoth Trust Co LLC | 2,945 | $217.9K | 0.06% | −50−1.7% | Reduced |
| Kidder Stephen W | 2,950 | $218.3K | 0.07% | −600−16.9% | Reduced |
| Baader Bank INC | 2,968 | $219.6K | 0.02% | +2,968 | New |
| Massachusetts Financial Services Co | 2,982 | $220.7K | 0.00% | −61,563−95.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,861 | $221.2K | 0.00% | +297+11.6% | Added |
| Cohen Capital Management, Inc. | 3,000 | $222.0K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,012 | $222.9K | 0.13% | −200−6.2% | Reduced |
| Sequoia Financial Advisors, LLC | 3,016 | $223.2K | 0.00% | +197+7.0% | Added |
| Bennett Selby Investments LP | 3,018 | $223.3K | 0.10% | −2,462−44.9% | Reduced |
| Atlantic Trust, LLC | 3,020 | $223.5K | 0.06% | +26+0.9% | Added |
| Centiva Capital, LP | 3,035 | $224.6K | 0.01% | −729−19.4% | Reduced |
| Kestra Private Wealth Services, LLC | 3,059 | $226.3K | 0.00% | −65−2.1% | Reduced |
| Davidson Trust Co | 3,062 | $226.6K | 0.16% | −40−1.3% | Reduced |
| Burt Wealth Advisors | 3,088 | $228.5K | 0.06% | −300−8.9% | Reduced |
| AMG National Trust Bank | 3,100 | $229.4K | 0.01% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 3,109 | $230.1K | 0.04% | −1,166−27.3% | Reduced |
| Foster & Motley Inc | 3,121 | $231.0K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,129 | $231.5K | 0.00% | +2+0.1% | Added |
| Perigon Wealth Management, LLC | 3,151 | $233.2K | 0.01% | −110−3.4% | Reduced |
| Private Trust Co NA | 3,161 | $233.9K | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,159 | $234.0K | 0.03% | +3,159 | New |
| Juncture Wealth Strategies, LLC | 3,168 | $234.4K | 0.10% | +3,168 | New |
| Voya Financial Advisors, Inc. | 3,214 | $234.8K | 0.03% | −22−0.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,188 | $235.9K | 0.08% | +85+2.7% | Added |
| Cigna Investments Inc | 3,186 | $236.0K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,190 | $236.1K | 0.01% | +25+0.8% | Added |
| Brown Miller Wealth Management, LLC | 3,243 | $240.0K | 0.10% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,247 | $240.3K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,114 | $242.1K | 0.02% | +3,114 | New |
| Ameritas Investment Partners, Inc. | 3,284 | $243.0K | 0.01% | −145−4.2% | Reduced |
| One Wealth Advisors, LLC | 3,111 | $243.3K | 0.05% | −2,386−43.4% | Reduced |
| Pallas Capital Advisors LLC | 2,894 | $244.1K | 0.01% | +2,894 | New |
| Tocqueville Asset Management L.P. | 3,305 | $244.6K | 0.00% | −535−13.9% | Reduced |
| Morningstar Investment Services LLC | 3,353 | $245.0K | 0.00% | +29+0.9% | Added |
| Lake Street Advisors Group, LLC | 3,312 | $245.1K | 0.01% | −43−1.3% | Reduced |
| Blue Fin Capital, Inc. | 3,339 | $247.1K | 0.05% | −218−6.1% | Reduced |
| Siemens Fonds Invest GmbH | 3,348 | $247.8K | 0.02% | −47−1.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,355 | $248.3K | 0.02% | +3,355 | New |
| Sandy Spring Bank | 3,361 | $248.7K | 0.01% | −2,499−42.6% | Reduced |
| Blueshift Asset Management, LLC | 3,365 | $249.0K | 0.08% | +3,365 | New |
| Beaumont Financial Advisors, LLC | 3,379 | $250.0K | 0.02% | +53+1.6% | Added |
| Two Sigma Securities, LLC | 3,386 | $250.6K | 0.01% | −468−12.1% | Reduced |
| Quinn Opportunity Partners LLC | 3,473 | $257.0K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,486 | $258.0K | 0.12% | +3,486 | New |
| Means Investment Co., Inc. | 3,494 | $258.6K | 0.03% | +30+0.9% | Added |
| Highland Capital Management, LLC | 3,500 | $259.0K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 3,512 | $259.9K | 0.03% | −52−1.5% | Reduced |
| Avantax Advisory Services, Inc. | 3,584 | $265.3K | 0.00% | +3,584 | New |
| 1832 Asset Management L.P. | 3,600 | $266.4K | 0.00% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,628 | $268.5K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,640 | $269.4K | 0.05% | +3,640 | New |
| L2 Asset Management, LLC | 3,657 | $270.6K | 0.08% | +649+21.6% | Added |
| Hilltop Holdings Inc. | 3,680 | $272.3K | 0.03% | −28−0.8% | Reduced |
| Essex Savings Bank | 3,700 | $273.8K | 0.07% | −200−5.1% | Reduced |
| Norway Savings Bank | 3,773 | $279.2K | 0.16% | −275−6.8% | Reduced |
| BFSG, LLC | 3,775 | $279.4K | 0.04% | −370−8.9% | Reduced |
| GHP Investment Advisors, Inc. | 3,776 | $279.4K | 0.01% | −84−2.2% | Reduced |
| PEAK6 Investments LLC | 3,778 | $279.6K | 0.01% | +2,614+224.6% | Added |
| Symmetry Partners, LLC | 3,802 | $281.0K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,798 | $281.1K | 0.01% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 3,864 | $285.9K | 0.14% | +7+0.2% | Added |
| BBR Partners, LLC | 3,900 | $288.6K | 0.02% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,939 | $291.5K | 0.08% | −87−2.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,945 | $291.9K | 0.01% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 4,022 | $297.6K | 0.10% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,028 | $298.1K | 0.01% | −30−0.7% | Reduced |
| Busey Wealth Management | 4,035 | $298.6K | 0.01% | −53−1.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 4,037 | $298.7K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,047 | $299.5K | 0.01% | +392+10.7% | Added |
| Trust Asset Management LLC | 4,066 | $300.9K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 4,067 | $301.0K | 0.27% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 4,079 | $301.8K | 0.02% | −500−10.9% | Reduced |
| Trust Co of the South | 4,117 | $304.7K | 0.07% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,118 | $304.7K | 0.11% | −825−16.7% | Reduced |
| Empirical Asset Management, LLC | 4,147 | $306.9K | 0.12% | −20.0% | Reduced |
| Neville Rodie & Shaw Inc | 4,150 | $307.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,185 | $309.7K | 0.01% | +373+9.8% | Added |
| SpiderRock Advisors, LLC | 4,195 | $310.4K | 0.01% | +4,195 | New |
| Evanson Asset Management, LLC | 4,210 | $311.5K | 0.02% | 00.0% | Unchanged |