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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 3,956 | $350.0K | 0.08% | +3,956 | New |
| TownSquare Capital, LLC | 3,969 | $351.1K | 0.00% | +3,969 | New |
| Evanson Asset Management, LLC | 3,975 | $351.7K | 0.03% | −235−5.6% | Reduced |
| Horizon Investments, LLC | 4,052 | $355.4K | 0.01% | −258−6.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 4,022 | $355.8K | 0.11% | 00.0% | Unchanged |
| Sachetta, LLC | 4,030 | $356.5K | 0.14% | 00.0% | Unchanged |
| Busey Wealth Management | 4,060 | $359.2K | 0.01% | +25+0.6% | Added |
| Trust Asset Management LLC | 4,066 | $359.7K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 4,067 | $359.8K | 0.31% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,097 | $362.4K | 0.01% | +50+1.2% | Added |
| IHT Wealth Management, LLC | 4,141 | $363.9K | 0.01% | +4,141 | New |
| Trust Co of the South | 4,117 | $364.2K | 0.08% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 4,140 | $366.3K | 0.03% | −17,875−81.2% | Reduced |
| Empirical Asset Management, LLC | 4,148 | $367.0K | 0.13% | +10.0% | Added |
| Neville Rodie & Shaw Inc | 4,150 | $367.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,152 | $367.3K | 0.02% | +472+12.8% | Added |
| Delta Investment Management, LLC | 4,164 | $368.4K | 0.08% | −53−1.3% | Reduced |
| Forum Financial Management, LP | 4,251 | $376.1K | 0.01% | −6−0.1% | Reduced |
| Ritholtz Wealth Management | 4,258 | $376.7K | 0.01% | −2,218−34.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,284 | $379.0K | 0.11% | +4,284 | New |
| Parkside Financial Bank & Trust | 4,295 | $380.0K | 0.05% | −20.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,300 | $380.4K | 0.18% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,321 | $382.3K | 0.03% | −26−0.6% | Reduced |
| L2 Asset Management, LLC | 4,327 | $382.8K | 0.10% | +670+18.3% | Added |
| Shayne & Co., LLC | 4,361 | $385.8K | 0.10% | 00.0% | Unchanged |
| MWA Asset Management | 4,390 | $388.3K | 0.26% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,412 | $390.0K | 0.03% | −979−18.2% | Reduced |
| Canandaigua National Bank & Trust Co | 4,417 | $390.8K | 0.04% | −65−1.5% | Reduced |
| Advisors Management Group Inc | 4,430 | $392.0K | 0.09% | −36−0.8% | Reduced |
| Private Advisor Group, LLC | 4,475 | $395.5K | 0.00% | −59−1.3% | Reduced |
| Capstone Investment Advisors, LLC | 4,483 | $396.6K | 0.01% | −14,685−76.6% | Reduced |
| Ellevest, Inc. | 4,551 | $402.6K | 0.02% | +1,681+58.6% | Added |
| Coldstream Capital Management Inc | 4,514 | $403.6K | 0.01% | +486+12.1% | Added |
| Private Wealth Partners, LLC | 4,579 | $405.1K | 0.03% | +500+12.3% | Added |
| 1832 Asset Management L.P. | 4,600 | $407.0K | 0.00% | +1,000+27.8% | Added |
| M&R Capital Management Inc | 4,606 | $407.5K | 0.09% | −1,992−30.2% | Reduced |
| Guinness Asset Management LTD | 4,637 | $410.2K | 0.01% | −528−10.2% | Reduced |
| SPC Financial, Inc. | 4,700 | $415.8K | 0.04% | −10−0.2% | Reduced |
| Rossmore Private Capital | 4,760 | $421.1K | 0.05% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 4,806 | $425.2K | 0.43% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,835 | $427.8K | 0.02% | −72,833−93.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,849 | $429.0K | 0.07% | −8−0.2% | Reduced |
| Empowered Funds, LLC | 4,929 | $432.3K | 0.01% | +504+11.4% | Added |
| Syon Capital LLC | 4,904 | $433.9K | 0.04% | +23+0.5% | Added |
| Profund Advisors LLC | 4,927 | $435.9K | 0.02% | +545+12.4% | Added |
| Ostrum Asset Management | 4,942 | $437.2K | 0.04% | +60+1.2% | Added |
| GTS Securities LLC | 4,969 | $439.6K | 0.01% | −15,845−76.1% | Reduced |
| DoubleLine ETF Adviser LP | 4,970 | $439.7K | 0.11% | −388−7.2% | Reduced |
| Park Avenue Securities LLC | 4,971 | $440.0K | 0.00% | +267+5.7% | Added |
| Aquila Investment Management LLC | 5,000 | $442.4K | 0.49% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,014 | $443.6K | 0.00% | +190+3.9% | Added |
| HB Wealth Management, LLC | 5,080 | $449.4K | 0.00% | +374+7.9% | Added |
| Forbes J M & Co LLP | 5,112 | $452.3K | 0.04% | +77+1.5% | Added |
| Assetmark, Inc | 5,193 | $459.4K | 0.00% | +201+4.0% | Added |
| VERITY Wealth Advisors | 5,194 | $459.5K | 0.32% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,199 | $460.0K | 0.01% | +250+5.1% | Added |
| Greenwich Wealth Management LLC | 5,240 | $464.0K | 0.03% | +38+0.7% | Added |
| Peapack Gladstone Financial Corp | 5,283 | $467.0K | 0.01% | +103+2.0% | Added |
| Aries Wealth Management | 5,279 | $467.0K | 0.13% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 5,335 | $472.0K | 0.47% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,360 | $474.2K | 0.02% | −169,394−96.9% | Reduced |
| Pinnacle Associates Ltd | 6,122 | $474.2K | 0.01% | +704+13.0% | Added |
| Meeder Advisory Services, Inc. | 5,384 | $476.4K | 0.03% | +176+3.4% | Added |
| MAI Capital Management | 5,399 | $477.6K | 0.00% | −4,654−46.3% | Reduced |
| Systematic Financial Management LP | 5,400 | $477.7K | 0.01% | 00.0% | Unchanged |
| Maven Securities LTD | 5,406 | $478.3K | 0.05% | +5,406 | New |
| Cannon Advisors, Inc. | 5,424 | $478.4K | 0.39% | +5,424 | New |
| Avantax Advisory Services, Inc. | 5,411 | $478.7K | 0.00% | +1,827+51.0% | Added |
| Beach Investment Counsel Inc | 5,418 | $479.0K | 0.06% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,479 | $484.7K | 0.07% | +41+0.8% | Added |
| Vestcor Inc | 5,545 | $491.0K | 0.02% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,554 | $491.4K | 0.17% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,558 | $491.7K | 0.02% | −162−2.8% | Reduced |
| Prudential PLC | 5,568 | $492.6K | 0.00% | −3,375−37.7% | Reduced |
| Am Investment Strategies LLC | 5,582 | $494.0K | 0.12% | +4+0.1% | Added |
| XTX Topco Ltd | 5,595 | $495.0K | 0.04% | −16,096−74.2% | Reduced |
| Paloma Partners Management Co | 5,700 | $504.3K | 0.03% | −10,057−63.8% | Reduced |
| First Citizens Bank & Trust Co | 5,787 | $512.0K | 0.01% | −35−0.6% | Reduced |
| Citizens Financial Group Inc | 5,790 | $512.2K | 0.01% | +184+3.3% | Added |
| Northeast Investment Management | 5,834 | $516.1K | 0.02% | −750−11.4% | Reduced |
| Harbor Investment Advisory, LLC | 5,851 | $517.6K | 0.05% | −66−1.1% | Reduced |
| Wedmont Private Capital | 5,934 | $519.0K | 0.03% | +595+11.1% | Added |
| Per Stirling Capital Management, LLC. | 5,917 | $523.5K | 0.07% | +48+0.8% | Added |
| Ironwood Investment Counsel, LLC | 5,959 | $527.2K | 0.09% | +13+0.2% | Added |
| Carnegie Lake Advisors LLC | 5,985 | $529.0K | 0.21% | +5,985 | New |
| Logan Capital Management Inc | 6,000 | $530.8K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 6,000 | $531.0K | 0.21% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 6,038 | $534.2K | 0.01% | −560−8.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,192 | $547.8K | 0.11% | −348−5.3% | Reduced |
| Anchor Capital Advisors LLC | 6,229 | $551.1K | 0.01% | −17−0.3% | Reduced |
| Chicago Capital, LLC | 6,245 | $552.5K | 0.02% | 00.0% | Unchanged |
| Barr E S & Co | 6,250 | $552.9K | 0.03% | −150−2.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 6,289 | $556.4K | 0.52% | +6,289 | New |
| SageView Advisory Group, LLC | 6,295 | $556.9K | 0.03% | −205−3.2% | Reduced |
| Hamilton Capital Partners Inc. | 6,300 | $557.4K | 0.05% | +6,300 | New |
| Newman Dignan & Sheerar, Inc. | 6,000 | $557.9K | 0.13% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,316 | $558.8K | 0.02% | −167−2.6% | Reduced |
| Chicago Trust Co NA | 6,412 | $567.3K | 0.10% | −169−2.6% | Reduced |
| McAdam, LLC | 6,426 | $568.5K | 0.03% | −98−1.5% | Reduced |
| LVW Advisors, LLC | 6,431 | $569.0K | 0.07% | +192+3.1% | Added |