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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 4,310 | $316.0K | 0.01% | +48+1.1% | Added |
| Forum Financial Management, LP | 4,257 | $315.0K | 0.01% | +9+0.2% | Added |
| Ascent Wealth Partners, LLC | 4,225 | $312.6K | 0.05% | −650−13.3% | Reduced |
| Delta Investment Management, LLC | 4,217 | $312.1K | 0.07% | −183−4.2% | Reduced |
| Evanson Asset Management, LLC | 4,210 | $311.5K | 0.02% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 4,195 | $310.4K | 0.01% | +4,195 | New |
| Merit Financial Group, LLC | 4,185 | $309.7K | 0.01% | +373+9.8% | Added |
| Neville Rodie & Shaw Inc | 4,150 | $307.0K | 0.02% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 4,147 | $306.9K | 0.12% | −20.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,118 | $304.7K | 0.11% | −825−16.7% | Reduced |
| Trust Co of the South | 4,117 | $304.7K | 0.07% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 4,079 | $301.8K | 0.02% | −500−10.9% | Reduced |
| Piscataqua Savings Bank | 4,067 | $301.0K | 0.27% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,066 | $300.9K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,047 | $299.5K | 0.01% | +392+10.7% | Added |
| Fullerton Fund Management Co Ltd. | 4,037 | $298.7K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 4,035 | $298.6K | 0.01% | −53−1.3% | Reduced |
| Coldstream Capital Management Inc | 4,028 | $298.1K | 0.01% | −30−0.7% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 4,022 | $297.6K | 0.10% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,945 | $291.9K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,939 | $291.5K | 0.08% | −87−2.2% | Reduced |
| BBR Partners, LLC | 3,900 | $288.6K | 0.02% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 3,864 | $285.9K | 0.14% | +7+0.2% | Added |
| Systematic Alpha Investments, LLC | 3,798 | $281.1K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,802 | $281.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,778 | $279.6K | 0.01% | +2,614+224.6% | Added |
| GHP Investment Advisors, Inc. | 3,776 | $279.4K | 0.01% | −84−2.2% | Reduced |
| BFSG, LLC | 3,775 | $279.4K | 0.04% | −370−8.9% | Reduced |
| Norway Savings Bank | 3,773 | $279.2K | 0.16% | −275−6.8% | Reduced |
| Essex Savings Bank | 3,700 | $273.8K | 0.07% | −200−5.1% | Reduced |
| Hilltop Holdings Inc. | 3,680 | $272.3K | 0.03% | −28−0.8% | Reduced |
| L2 Asset Management, LLC | 3,657 | $270.6K | 0.08% | +649+21.6% | Added |
| Paragon Capital Management Ltd | 3,640 | $269.4K | 0.05% | +3,640 | New |
| WMS Partners, LLC | 3,628 | $268.5K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3,600 | $266.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,584 | $265.3K | 0.00% | +3,584 | New |
| Beacon Financial Group | 3,512 | $259.9K | 0.03% | −52−1.5% | Reduced |
| Highland Capital Management, LLC | 3,500 | $259.0K | 0.02% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,494 | $258.6K | 0.03% | +30+0.9% | Added |
| EntryPoint Capital, LLC | 3,486 | $258.0K | 0.12% | +3,486 | New |
| Quinn Opportunity Partners LLC | 3,473 | $257.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,386 | $250.6K | 0.01% | −468−12.1% | Reduced |
| Beaumont Financial Advisors, LLC | 3,379 | $250.0K | 0.02% | +53+1.6% | Added |
| Blueshift Asset Management, LLC | 3,365 | $249.0K | 0.08% | +3,365 | New |
| Sandy Spring Bank | 3,361 | $248.7K | 0.01% | −2,499−42.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,355 | $248.3K | 0.02% | +3,355 | New |
| Siemens Fonds Invest GmbH | 3,348 | $247.8K | 0.02% | −47−1.4% | Reduced |
| Blue Fin Capital, Inc. | 3,339 | $247.1K | 0.05% | −218−6.1% | Reduced |
| Lake Street Advisors Group, LLC | 3,312 | $245.1K | 0.01% | −43−1.3% | Reduced |
| Morningstar Investment Services LLC | 3,353 | $245.0K | 0.00% | +29+0.9% | Added |
| Tocqueville Asset Management L.P. | 3,305 | $244.6K | 0.00% | −535−13.9% | Reduced |
| Pallas Capital Advisors LLC | 2,894 | $244.1K | 0.01% | +2,894 | New |
| One Wealth Advisors, LLC | 3,111 | $243.3K | 0.05% | −2,386−43.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,284 | $243.0K | 0.01% | −145−4.2% | Reduced |
| Essex Financial Services, Inc. | 3,114 | $242.1K | 0.02% | +3,114 | New |
| Zhang Financial LLC | 3,247 | $240.3K | 0.02% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,243 | $240.0K | 0.10% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,190 | $236.1K | 0.01% | +25+0.8% | Added |
| Cigna Investments Inc | 3,186 | $236.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 3,188 | $235.9K | 0.08% | +85+2.7% | Added |
| Voya Financial Advisors, Inc. | 3,214 | $234.8K | 0.03% | −22−0.7% | Reduced |
| Juncture Wealth Strategies, LLC | 3,168 | $234.4K | 0.10% | +3,168 | New |
| Dynamic Technology Lab Private Ltd | 3,159 | $234.0K | 0.03% | +3,159 | New |
| Private Trust Co NA | 3,161 | $233.9K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,151 | $233.2K | 0.01% | −110−3.4% | Reduced |
| Modera Wealth Management, LLC | 3,129 | $231.5K | 0.00% | +2+0.1% | Added |
| Foster & Motley Inc | 3,121 | $231.0K | 0.02% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 3,109 | $230.1K | 0.04% | −1,166−27.3% | Reduced |
| AMG National Trust Bank | 3,100 | $229.4K | 0.01% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,088 | $228.5K | 0.06% | −300−8.9% | Reduced |
| Davidson Trust Co | 3,062 | $226.6K | 0.16% | −40−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 3,059 | $226.3K | 0.00% | −65−2.1% | Reduced |
| Centiva Capital, LP | 3,035 | $224.6K | 0.01% | −729−19.4% | Reduced |
| Atlantic Trust, LLC | 3,020 | $223.5K | 0.06% | +26+0.9% | Added |
| Bennett Selby Investments LP | 3,018 | $223.3K | 0.10% | −2,462−44.9% | Reduced |
| Sequoia Financial Advisors, LLC | 3,016 | $223.2K | 0.00% | +197+7.0% | Added |
| Fairfield, Bush & Co. | 3,012 | $222.9K | 0.13% | −200−6.2% | Reduced |
| Cohen Capital Management, Inc. | 3,000 | $222.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,861 | $221.2K | 0.00% | +297+11.6% | Added |
| Massachusetts Financial Services Co | 2,982 | $220.7K | 0.00% | −61,563−95.4% | Reduced |
| Baader Bank INC | 2,968 | $219.6K | 0.02% | +2,968 | New |
| Kidder Stephen W | 2,950 | $218.3K | 0.07% | −600−16.9% | Reduced |
| Plimoth Trust Co LLC | 2,945 | $217.9K | 0.06% | −50−1.7% | Reduced |
| Regions Financial Corp | 2,913 | $215.6K | 0.00% | −184−5.9% | Reduced |
| Peoples Bank | 2,881 | $213.2K | 0.11% | +2,881 | New |
| Cobblestone Capital Advisors LLC | 2,880 | $213.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ellevest, Inc. | 2,870 | $212.4K | 0.01% | −143−4.7% | Reduced |
| Headlands Technologies LLC | 2,869 | $212.3K | 0.02% | −2,902−50.3% | Reduced |
| Walleye Trading LLC | 2,849 | $210.8K | 0.00% | +2,616+1,122.7% | Added |
| Capital Wealth Planning, LLC | 2,845 | $210.5K | 0.00% | +2,845 | New |
| Prime Capital Investment Advisors, LLC | 2,843 | $210.4K | 0.00% | +2,843 | New |
| Webster Bank, N. A. | 2,824 | $209.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisors, LLC | 2,820 | $208.7K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,800 | $207.2K | 0.08% | −550−16.4% | Reduced |
| KCM Investment Advisors LLC | 2,782 | $205.9K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,782 | $205.9K | 0.04% | −110−3.8% | Reduced |
| Quarry LP | 2,765 | $204.6K | 0.09% | +2,548+1,174.2% | Added |
| Stephens Inc | 2,764 | $204.5K | 0.00% | +2,764 | New |