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, Q4 2024
Institutional positions in State Street Corp as of Dec 31, 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
- 1,006
- +98 vs. Q3 2024
- Shares held
- 257.7M
- +950.9K (+0.4%) vs. Q3 2024
- Total value
- $25.3B
- +$2.57B (+11.3%) vs. Q3 2024
- New holders
- 161
- 295 more added
- Sold out
- 63
- 368 more reduced
16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Advisors, LLC | 2,820 | $276.8K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,824 | $277.2K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,856 | $280.3K | 0.01% | −169−5.6% | Reduced |
| Pallas Capital Advisors LLC | 2,866 | $281.3K | 0.01% | +84+3.0% | Added |
| St Germain D J Co Inc | 2,869 | $281.6K | 0.01% | +180+6.7% | Added |
| BostonPremier Wealth LLC | 2,882 | $282.9K | 0.17% | +2,882 | New |
| Kidder Stephen W | 2,900 | $284.6K | 0.09% | −50−1.7% | Reduced |
| Vista Wealth Management Group, LLC | 2,900 | $284.6K | 0.02% | +100+3.6% | Added |
| IHT Wealth Management, LLC | 2,947 | $289.2K | 0.01% | −1,194−28.8% | Reduced |
| Stevens Capital Management LP | 2,959 | $290.0K | 0.12% | +2,959 | New |
| AlTi Global, Inc. | 2,970 | $291.5K | 0.01% | +2,970 | New |
| Baader Bank INC | 2,989 | $293.2K | 0.03% | +21+0.7% | Added |
| Burt Wealth Advisors | 3,000 | $294.4K | 0.07% | −88−2.8% | Reduced |
| Cohen Capital Management, Inc. | 3,000 | $294.4K | 0.05% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,012 | $295.6K | 0.01% | +3,012 | New |
| Lake Street Advisors Group, LLC | 3,064 | $300.8K | 0.01% | −344−10.1% | Reduced |
| Premier Path Wealth Partners, LLC | 3,066 | $300.9K | 0.05% | +59+2.0% | Added |
| Atlantic Trust, LLC | 3,070 | $301.3K | 0.07% | +24+0.8% | Added |
| AMG National Trust Bank | 3,100 | $304.3K | 0.01% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 3,100 | $304.3K | 0.05% | +3,100 | New |
| Atlantic Edge Private Wealth Management, LLC | 3,113 | $305.5K | 0.09% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 3,122 | $306.0K | 0.02% | +3,122 | New |
| Vise Technologies, Inc. | 3,132 | $307.4K | 0.03% | +3,132 | New |
| Congress Wealth Management LLC | 3,132 | $307.5K | 0.00% | +3,132 | New |
| Cigna Investments Inc | 3,130 | $308.0K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 3,145 | $308.7K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 3,164 | $310.5K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,124 | $313.9K | 0.01% | −6−0.2% | Reduced |
| GAMMA Investing LLC | 3,202 | $314.3K | 0.03% | +709+28.4% | Added |
| Ronald Blue Trust, Inc. | 3,207 | $314.8K | 0.00% | −1,245−28.0% | Reduced |
| Modera Wealth Management, LLC | 3,210 | $315.1K | 0.00% | +81+2.6% | Added |
| Warren Averett Asset Management, LLC | 3,227 | $316.7K | 0.00% | +415+14.8% | Added |
| Brown Miller Wealth Management, LLC | 3,243 | $318.3K | 0.12% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,247 | $318.7K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,251 | $319.1K | 0.13% | +3,251 | New |
| Resources Investment Advisors, LLC. | 3,259 | $319.8K | 0.00% | +209+6.9% | Added |
| Blue Fin Capital, Inc. | 3,308 | $324.7K | 0.06% | −31−0.9% | Reduced |
| EP Wealth Advisors, LLC | 3,312 | $325.1K | 0.00% | −168−4.8% | Reduced |
| Adviser Investments LLC | 3,350 | $328.8K | 0.00% | +3,350 | New |
| Ramirez Asset Management, Inc. | 3,355 | $329.3K | 0.07% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,359 | $329.7K | 0.00% | +853+34.0% | Added |
| Atomi Financial Group, Inc. | 3,366 | $330.4K | 0.02% | +302+9.9% | Added |
| Beaumont Financial Advisors, LLC | 3,382 | $331.9K | 0.02% | +3+0.1% | Added |
| GHP Investment Advisors, Inc. | 3,397 | $333.5K | 0.02% | +23+0.7% | Added |
| Farther Finance Advisors, LLC | 3,418 | $335.5K | 0.01% | +19+0.6% | Added |
| Norway Savings Bank | 3,438 | $337.4K | 0.19% | −85−2.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,453 | $338.9K | 0.08% | −2,739−44.2% | Reduced |
| Peapack Gladstone Financial Corp | 3,452 | $339.0K | 0.00% | −1,831−34.7% | Reduced |
| NorthRock Partners, LLC | 3,460 | $339.6K | 0.01% | −637−15.5% | Reduced |
| Juncture Wealth Strategies, LLC | 3,468 | $340.4K | 0.13% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,494 | $343.0K | 0.04% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 3,500 | $343.5K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 3,521 | $345.6K | 0.04% | −204−5.5% | Reduced |
| CIBC World Markets Inc. | 3,570 | $350.0K | 0.00% | −54,461−93.8% | Reduced |
| Paragon Capital Management Ltd | 3,618 | $355.1K | 0.07% | −54−1.5% | Reduced |
| Morningstar Investment Management LLC | 3,652 | $358.0K | 0.03% | −3,780−50.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,650 | $358.2K | 0.02% | +257+7.6% | Added |
| Essex Savings Bank | 3,700 | $363.2K | 0.09% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,719 | $365.0K | 0.01% | −124−3.2% | Reduced |
| Systematic Alpha Investments, LLC | 3,798 | $372.8K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,809 | $373.9K | 0.01% | −449−10.5% | Reduced |
| Plimoth Trust Co LLC | 3,895 | $382.3K | 0.10% | 00.0% | Unchanged |
| BBR Partners, LLC | 3,922 | $384.9K | 0.03% | +22+0.6% | Added |
| Taika Capital, LP | 3,925 | $385.2K | 0.29% | +3,925 | New |
| Piscataqua Savings Bank | 3,937 | $386.4K | 0.33% | −130−3.2% | Reduced |
| DGS Capital Management, LLC | 3,963 | $389.0K | 0.10% | +15+0.4% | Added |
| Evanson Asset Management, LLC | 3,975 | $390.1K | 0.03% | 00.0% | Unchanged |
| Diametric Capital, LP | 4,002 | $392.8K | 0.27% | +4,002 | New |
| Summit Wealth & Retirement Planning, Inc. | 4,022 | $394.8K | 0.12% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,024 | $394.9K | 0.01% | +4,024 | New |
| TownSquare Capital, LLC | 4,038 | $396.3K | 0.00% | +69+1.7% | Added |
| Sachetta, LLC | 4,041 | $396.6K | 0.16% | +11+0.3% | Added |
| Horizon Investments, LLC | 4,087 | $398.0K | 0.01% | +35+0.9% | Added |
| Busey Wealth Management | 4,060 | $398.5K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,066 | $399.1K | 0.03% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 4,079 | $400.4K | 0.03% | −500−10.9% | Reduced |
| Profund Advisors LLC | 4,110 | $403.4K | 0.01% | −817−16.6% | Reduced |
| Trust Co of the South | 4,117 | $404.1K | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,124 | $404.7K | 0.00% | −34,098−89.2% | Reduced |
| Ascent Wealth Partners, LLC | 4,137 | $406.0K | 0.05% | +4,137 | New |
| Empirical Asset Management, LLC | 4,607 | $407.6K | 0.14% | +459+11.1% | Added |
| Delta Investment Management, LLC | 4,164 | $408.7K | 0.08% | 00.0% | Unchanged |
| Magnetar Financial LLC | 4,167 | $409.0K | 0.01% | +1,813+77.0% | Added |
| L2 Asset Management, LLC | 4,239 | $416.0K | 0.09% | −88−2.0% | Reduced |
| Hilltop Holdings Inc. | 4,249 | $417.0K | 0.03% | +97+2.3% | Added |
| Forbes J M & Co LLP | 4,269 | $419.0K | 0.04% | −843−16.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,296 | $421.7K | 0.00% | +751+21.2% | Added |
| Parkside Financial Bank & Trust | 4,298 | $421.8K | 0.06% | +3+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 4,300 | $422.0K | 0.20% | 00.0% | Unchanged |
| Carlson Capital L P | 4,300 | $422.0K | 0.25% | +4,300 | New |
| Canandaigua National Bank & Trust Co | 4,312 | $423.2K | 0.04% | −105−2.4% | Reduced |
| MWA Asset Management | 4,320 | $424.0K | 0.28% | −70−1.6% | Reduced |
| Kestra Investment Management, LLC | 4,340 | $426.0K | 0.02% | +4,340 | New |
| Checchi Capital Advisers, LLC | 4,342 | $426.2K | 0.03% | +21+0.5% | Added |
| Shayne & Co., LLC | 4,361 | $428.0K | 0.11% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,378 | $430.0K | 0.10% | −52−1.2% | Reduced |
| Sherbrooke Park Advisers LLC | 4,455 | $437.3K | 0.14% | +499+12.6% | Added |
| Howland Capital Management LLC | 4,477 | $439.4K | 0.02% | +4,477 | New |
| Forum Financial Management, LP | 4,483 | $440.0K | 0.01% | +232+5.5% | Added |
| Ellevest, Inc. | 4,570 | $448.5K | 0.03% | +19+0.4% | Added |