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 |
|---|---|---|---|---|---|
| LM Advisors LLC | 2,330 | $206.0K | 0.04% | +2,330 | New |
| Capital Insight Partners, LLC | 2,334 | $206.5K | 0.04% | −775−24.9% | Reduced |
| Van Cleef Asset Management,Inc | 2,350 | $207.9K | 0.02% | +2,350 | New |
| Magnetar Financial LLC | 2,354 | $208.3K | 0.00% | −13,534−85.2% | Reduced |
| National Asset Management, Inc. | 2,376 | $208.9K | 0.01% | +2,376 | New |
| Twinbeech Capital LP | 2,377 | $210.3K | 0.00% | +2,377 | New |
| Mather Group, LLC. | 2,390 | $211.4K | 0.00% | +777+48.2% | Added |
| Burns J W & Co Inc | 2,400 | $212.3K | 0.03% | +2,400 | New |
| Hummer Financial Advisory Services Inc | 2,400 | $212.3K | 0.17% | +2,400 | New |
| Allworth Financial LP | 2,425 | $214.6K | 0.00% | +185+8.3% | Added |
| Frank, Rimerman Advisors LLC | 2,436 | $215.5K | 0.02% | +2,436 | New |
| Balboa Wealth Partners | 2,438 | $215.7K | 0.05% | +2,438 | New |
| Kingsview Wealth Management, LLC | 2,456 | $217.3K | 0.00% | +2,456 | New |
| Clarius Group, LLC | 2,468 | $217.8K | 0.02% | +2,468 | New |
| GAMMA Investing LLC | 2,493 | $220.6K | 0.02% | +661+36.1% | Added |
| Dearborn Partners LLC | 2,500 | $221.2K | 0.01% | +2,500 | New |
| Johnson Investment Counsel Inc | 2,506 | $221.7K | 0.00% | +2,506 | New |
| Stratos Wealth Partners, LTD. | 2,522 | $223.2K | 0.00% | +2,522 | New |
| Voya Financial Advisors, Inc. | 2,555 | $225.4K | 0.02% | −659−20.5% | Reduced |
| Parsons Capital Management Inc | 2,549 | $225.5K | 0.01% | +2,549 | New |
| Raymond James Trust N.A. | 2,550 | $225.6K | 0.00% | +2,550 | New |
| Cidel Asset Management Inc | 2,550 | $225.6K | 0.02% | +2,550 | New |
| Stablepoint Partners, LLC | 2,552 | $225.8K | 0.04% | +2,552 | New |
| Cornerstone Advisory, LLC | 2,567 | $227.1K | 0.03% | +2,567 | New |
| Prime Capital Investment Advisors, LLC | 2,596 | $229.7K | 0.00% | −247−8.7% | Reduced |
| Davidson Trust Co | 2,611 | $231.0K | 0.12% | −451−14.7% | Reduced |
| SpiderRock Advisors, LLC | 2,618 | $231.6K | 0.00% | −1,577−37.6% | Reduced |
| PEAK6 Investments LLC | 2,633 | $232.9K | 0.01% | −1,145−30.3% | Reduced |
| Cohen Klingenstein LLC | 2,650 | $234.4K | 0.01% | +2,650 | New |
| KCM Investment Advisors LLC | 2,651 | $234.5K | 0.01% | −131−4.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,680 | $237.1K | 0.01% | +2,680 | New |
| St Germain D J Co Inc | 2,689 | $237.9K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 2,726 | $241.2K | 0.00% | −38−1.4% | Reduced |
| Farmers & Merchants Investments Inc | 2,726 | $241.2K | 0.01% | −5−0.2% | Reduced |
| Bollard Group LLC | 2,734 | $242.0K | 0.01% | +25+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,739 | $242.3K | 0.03% | −14−0.5% | Reduced |
| Regions Financial Corp | 2,739 | $242.3K | 0.00% | −174−6.0% | Reduced |
| Callan Family Office, LLC | 2,744 | $242.8K | 0.04% | +2,744 | New |
| Mystic Asset Management, Inc. | 2,800 | $247.7K | 0.09% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,800 | $247.7K | 0.02% | +2,800 | New |
| Warren Averett Asset Management, LLC | 2,812 | $248.8K | 0.00% | −60−2.1% | Reduced |
| Financial Advisors, LLC | 2,820 | $249.5K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,824 | $249.8K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,786 | $250.4K | 0.02% | −328−10.5% | Reduced |
| Capital Wealth Planning, LLC | 2,845 | $251.7K | 0.00% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,872 | $254.1K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,782 | $255.6K | 0.01% | −112−3.9% | Reduced |
| Cobblestone Capital Advisors LLC | 2,900 | $256.6K | 0.01% | +20+0.7% | Added |
| Kidder Stephen W | 2,950 | $261.0K | 0.08% | 00.0% | Unchanged |
| Baader Bank INC | 2,968 | $262.6K | 0.02% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,988 | $264.0K | 0.02% | −133−4.3% | Reduced |
| Cohen Capital Management, Inc. | 3,000 | $265.4K | 0.04% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,007 | $266.0K | 0.04% | +225+8.1% | Added |
| Ameritas Investment Partners, Inc. | 3,025 | $267.6K | 0.01% | −259−7.9% | Reduced |
| Atlantic Trust, LLC | 3,046 | $269.5K | 0.06% | +26+0.9% | Added |
| Resources Investment Advisors, LLC. | 3,050 | $269.8K | 0.00% | +3,050 | New |
| ISAM Funds (UK) Ltd | 3,062 | $270.9K | 0.15% | +3,062 | New |
| Atomi Financial Group, Inc. | 3,064 | $271.1K | 0.02% | +3,064 | New |
| Burt Wealth Advisors | 3,088 | $273.2K | 0.07% | 00.0% | Unchanged |
| AMG National Trust Bank | 3,100 | $274.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 3,113 | $275.4K | 0.08% | −75−2.4% | Reduced |
| Modera Wealth Management, LLC | 3,129 | $276.8K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,130 | $276.9K | 0.01% | −21−0.7% | Reduced |
| Cigna Investments Inc | 3,130 | $277.0K | 0.05% | −56−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 3,143 | $278.1K | 0.01% | +84+2.7% | Added |
| Private Trust Co NA | 3,145 | $278.2K | 0.03% | −16−0.5% | Reduced |
| Beacon Financial Group | 3,164 | $279.9K | 0.03% | −348−9.9% | Reduced |
| Two Sigma Advisers, LP | 3,200 | $283.1K | 0.00% | −245,600−98.7% | Reduced |
| Brown Miller Wealth Management, LLC | 3,243 | $284.4K | 0.11% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,247 | $287.3K | 0.02% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 3,339 | $295.4K | 0.06% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,340 | $295.5K | 0.01% | −21−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 3,348 | $295.7K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,355 | $296.8K | 0.06% | +933+38.5% | Added |
| GHP Investment Advisors, Inc. | 3,374 | $298.5K | 0.01% | −402−10.6% | Reduced |
| Beaumont Financial Advisors, LLC | 3,379 | $298.9K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,393 | $300.2K | 0.02% | +38+1.1% | Added |
| Farther Finance Advisors, LLC | 3,399 | $300.7K | 0.01% | +1,656+95.0% | Added |
| Lake Street Advisors Group, LLC | 3,408 | $301.5K | 0.01% | +96+2.9% | Added |
| Juncture Wealth Strategies, LLC | 3,468 | $306.8K | 0.12% | +300+9.5% | Added |
| EP Wealth Advisors, LLC | 3,480 | $307.8K | 0.00% | +3,480 | New |
| Means Investment Co., Inc. | 3,494 | $309.2K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,499 | $309.6K | 0.00% | −897−20.4% | Reduced |
| Highland Capital Management, LLC | 3,500 | $309.6K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,518 | $311.2K | 0.04% | +3,518 | New |
| Norway Savings Bank | 3,523 | $311.7K | 0.17% | −250−6.6% | Reduced |
| Sequoia Financial Advisors, LLC | 3,545 | $313.6K | 0.00% | +529+17.5% | Added |
| Catalyst Funds Management Pty Ltd | 3,600 | $318.5K | 0.07% | +3,600 | New |
| Paragon Capital Management Ltd | 3,672 | $324.9K | 0.06% | +32+0.9% | Added |
| Essex Savings Bank | 3,700 | $327.3K | 0.08% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,717 | $328.0K | 0.00% | +364+10.9% | Added |
| Ronald Blue Trust, Inc. | 4,452 | $329.5K | 0.00% | +1,591+55.6% | Added |
| BFSG, LLC | 3,725 | $329.6K | 0.04% | −50−1.3% | Reduced |
| Horizon Advisory Services, Inc. | 3,789 | $335.2K | 0.15% | −75−1.9% | Reduced |
| Systematic Alpha Investments, LLC | 3,798 | $336.0K | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,843 | $340.0K | 0.01% | −102−2.6% | Reduced |
| Plimoth Trust Co LLC | 3,895 | $344.6K | 0.09% | +950+32.3% | Added |
| BBR Partners, LLC | 3,900 | $345.0K | 0.03% | 00.0% | Unchanged |
| Axq Capital, LP | 3,947 | $349.2K | 0.11% | −15,724−79.9% | Reduced |
| DGS Capital Management, LLC | 3,948 | $349.3K | 0.09% | +9+0.2% | Added |