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, Q3 2024
Institutional positions in State Street Corp as of Sep 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
- 924
- +27 vs. Q2 2024
- Shares held
- 257.2M
- +11.0M (+4.5%) vs. Q2 2024
- Total value
- $22.8B
- +$4.54B (+24.9%) vs. Q2 2024
- New holders
- 103
- 278 more added
- Sold out
- 76
- 376 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 169 | $40 | 0.00% | +9+5.6% | Added |
| Mendota Financial Group, LLC | 1 | $89 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $442 | 0.00% | +5 | New |
| Macroview Investment Management LLC | 6 | $531 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $531 | 0.00% | +1+20.0% | Added |
| Anchor Investment Management, LLC | 6 | $531 | 0.00% | +6 | New |
| Voisard Asset Management Group, Inc. | 7 | $620 | 0.00% | +7 | New |
| Core Alternative Capital | 9 | $796 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 9 | $796 | 0.00% | +9 | New |
| Claris Advisors, LLC | 9 | $796 | 0.00% | +9 | New |
| NVWM, LLC | 10 | $885 | 0.00% | +5+100.0% | Added |
| Highline Wealth Partners LLC | 10 | $885 | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 11 | $973 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $973 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | +14 | New |
| Strategic Investment Solutions, Inc. | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Coppell Advisory Solutions LLC | 14 | $1.24K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 14 | $1.24K | 0.00% | +14 | New |
| Uncommon Cents Investing LLC | 15 | $1.33K | 0.00% | +15 | New |
| Northwest Financial Advisors | 19 | $1.68K | 0.00% | +19 | New |
| West Paces Advisors Inc. | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 22 | $1.95K | 0.00% | −65−74.7% | Reduced |
| Financial Management Professionals, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 23 | $2.04K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $2.12K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $2.21K | 0.00% | −18−41.9% | Reduced |
| Cornerstone Planning Group LLC | 24 | $2.23K | 0.00% | +5+26.3% | Added |
| Abich Financial Wealth Management LLC | 26 | $2.30K | 0.01% | −1,844−98.6% | Reduced |
| Valued Wealth Advisors LLC | 27 | $2.39K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 33 | $2.44K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 100 | $2.47K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $2.48K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 29 | $2.57K | 0.00% | +29 | New |
| First Financial Corp | 30 | $2.65K | 0.00% | −20−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 32 | $2.83K | 0.00% | +2+6.7% | Added |
| Dunhill Financial, LLC | 33 | $2.91K | 0.00% | +1+3.1% | Added |
| Carolinas Wealth Consulting LLC | 33 | $2.92K | 0.00% | +10+43.5% | Added |
| Hantz Financial Services, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 43 | $3.00K | 0.00% | +13+43.3% | Added |
| Fortis Group Advisors, LLC | 39 | $3.45K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 40 | $3.54K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 44 | $3.89K | 0.00% | +14+46.7% | Added |
| Grove Bank & Trust | 50 | $4.42K | 0.00% | −100−66.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $4.42K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $4.42K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 51 | $4.51K | 0.00% | −143−73.7% | Reduced |
| Aspire Private Capital, LLC | 55 | $4.87K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 56 | $4.96K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 61 | $5.00K | 0.00% | −649−91.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 57 | $5.06K | 0.00% | +1+1.8% | Added |
| CoreCap Advisors, LLC | 59 | $5.22K | 0.00% | +59 | New |
| Tucker Asset Management LLC | 59 | $5.25K | 0.00% | −78−56.9% | Reduced |
| McIlrath & Eck, LLC | 60 | $5.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 60 | $5.32K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 67 | $5.93K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $6.36K | 0.00% | +16+28.6% | Added |
| Raffa Wealth Management, LLC | 73 | $6.46K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 75 | $6.63K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 76 | $6.72K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 79 | $6.99K | 0.00% | −518−86.8% | Reduced |
| Motco | 80 | $7.08K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 80 | $7.08K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 80 | $7.08K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 81 | $7.14K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 93 | $8.23K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $8.85K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $8.85K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 100 | $8.85K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $9.02K | 0.00% | −2−1.9% | Reduced |
| Pittenger & Anderson Inc | 104 | $9.20K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 106 | $9.38K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 110 | $9.73K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 114 | $10.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 131 | $10.1K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 119 | $10.5K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 122 | $10.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 124 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 122 | $11.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 130 | $11.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 135 | $11.9K | 0.00% | +4+3.1% | Added |
| North Star Investment Management Corp. | 140 | $12.4K | 0.00% | −100−41.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 142 | $12.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 145 | $12.8K | 0.00% | +3+2.1% | Added |
| Rise Advisors, LLC | 161 | $14.2K | 0.01% | +2+1.3% | Added |
| Bogart Wealth, LLC | 164 | $14.5K | 0.00% | +1+0.6% | Added |
| Loomis Sayles & Co L P | 166 | $15.0K | 0.00% | +8+5.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 180 | $16.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 189 | $17.0K | 0.00% | +5+2.7% | Added |
| Northwest Capital Management Inc | 195 | $17.3K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 195 | $17.3K | 0.00% | +195 | New |
| Oarsman Capital, Inc. | 200 | $17.7K | 0.00% | +200 | New |
| Zions Bancorporation, N.A. | 220 | $19.5K | 0.00% | −74−25.2% | Reduced |
| Smithfield Trust Co | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 246 | $21.8K | 0.01% | +25+11.3% | Added |
| NBC Securities, Inc. | 254 | $22.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 250 | $22.1K | 0.00% | 00.0% | Unchanged |