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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 4,746 | $465.8K | 0.04% | −196−4.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,719 | $463.0K | 0.14% | +435+10.2% | Added |
| Kestra Private Wealth Services, LLC | 4,704 | $461.7K | 0.01% | +1,561+49.7% | Added |
| 1832 Asset Management L.P. | 4,600 | $451.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,600 | $451.5K | 0.11% | +1,000+27.8% | Added |
| Syon Capital LLC | 4,580 | $449.5K | 0.04% | −324−6.6% | Reduced |
| Ellevest, Inc. | 4,570 | $448.5K | 0.03% | +19+0.4% | Added |
| Forum Financial Management, LP | 4,483 | $440.0K | 0.01% | +232+5.5% | Added |
| Howland Capital Management LLC | 4,477 | $439.4K | 0.02% | +4,477 | New |
| Sherbrooke Park Advisers LLC | 4,455 | $437.3K | 0.14% | +499+12.6% | Added |
| Advisors Management Group Inc | 4,378 | $430.0K | 0.10% | −52−1.2% | Reduced |
| Shayne & Co., LLC | 4,361 | $428.0K | 0.11% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,342 | $426.2K | 0.03% | +21+0.5% | Added |
| Kestra Investment Management, LLC | 4,340 | $426.0K | 0.02% | +4,340 | New |
| MWA Asset Management | 4,320 | $424.0K | 0.28% | −70−1.6% | Reduced |
| Canandaigua National Bank & Trust Co | 4,312 | $423.2K | 0.04% | −105−2.4% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 4,298 | $421.8K | 0.06% | +3+0.1% | Added |
| Sequoia Financial Advisors, LLC | 4,296 | $421.7K | 0.00% | +751+21.2% | Added |
| Forbes J M & Co LLP | 4,269 | $419.0K | 0.04% | −843−16.5% | Reduced |
| Hilltop Holdings Inc. | 4,249 | $417.0K | 0.03% | +97+2.3% | Added |
| L2 Asset Management, LLC | 4,239 | $416.0K | 0.09% | −88−2.0% | Reduced |
| Magnetar Financial LLC | 4,167 | $409.0K | 0.01% | +1,813+77.0% | Added |
| Delta Investment Management, LLC | 4,164 | $408.7K | 0.08% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 4,607 | $407.6K | 0.14% | +459+11.1% | Added |
| Ascent Wealth Partners, LLC | 4,137 | $406.0K | 0.05% | +4,137 | New |
| Cresset Asset Management, LLC | 4,124 | $404.7K | 0.00% | −34,098−89.2% | Reduced |
| Trust Co of the South | 4,117 | $404.1K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,110 | $403.4K | 0.01% | −817−16.6% | Reduced |
| Private Wealth Partners, LLC | 4,079 | $400.4K | 0.03% | −500−10.9% | Reduced |
| Trust Asset Management LLC | 4,066 | $399.1K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 4,060 | $398.5K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,087 | $398.0K | 0.01% | +35+0.9% | Added |
| Sachetta, LLC | 4,041 | $396.6K | 0.16% | +11+0.3% | Added |
| TownSquare Capital, LLC | 4,038 | $396.3K | 0.00% | +69+1.7% | Added |
| Merit Financial Group, LLC | 4,024 | $394.9K | 0.01% | +4,024 | New |
| Summit Wealth & Retirement Planning, Inc. | 4,022 | $394.8K | 0.12% | 00.0% | Unchanged |
| Diametric Capital, LP | 4,002 | $392.8K | 0.27% | +4,002 | New |
| Evanson Asset Management, LLC | 3,975 | $390.1K | 0.03% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,963 | $389.0K | 0.10% | +15+0.4% | Added |
| Piscataqua Savings Bank | 3,937 | $386.4K | 0.33% | −130−3.2% | Reduced |
| Taika Capital, LP | 3,925 | $385.2K | 0.29% | +3,925 | New |
| BBR Partners, LLC | 3,922 | $384.9K | 0.03% | +22+0.6% | Added |
| Plimoth Trust Co LLC | 3,895 | $382.3K | 0.10% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,809 | $373.9K | 0.01% | −449−10.5% | Reduced |
| Systematic Alpha Investments, LLC | 3,798 | $372.8K | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,719 | $365.0K | 0.01% | −124−3.2% | Reduced |
| Essex Savings Bank | 3,700 | $363.2K | 0.09% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,650 | $358.2K | 0.02% | +257+7.6% | Added |
| Morningstar Investment Management LLC | 3,652 | $358.0K | 0.03% | −3,780−50.9% | Reduced |
| Paragon Capital Management Ltd | 3,618 | $355.1K | 0.07% | −54−1.5% | Reduced |
| CIBC World Markets Inc. | 3,570 | $350.0K | 0.00% | −54,461−93.8% | Reduced |
| BFSG, LLC | 3,521 | $345.6K | 0.04% | −204−5.5% | Reduced |
| Highland Capital Management, LLC | 3,500 | $343.5K | 0.02% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,494 | $343.0K | 0.04% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 3,468 | $340.4K | 0.13% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,460 | $339.6K | 0.01% | −637−15.5% | Reduced |
| Peapack Gladstone Financial Corp | 3,452 | $339.0K | 0.00% | −1,831−34.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,453 | $338.9K | 0.08% | −2,739−44.2% | Reduced |
| Norway Savings Bank | 3,438 | $337.4K | 0.19% | −85−2.4% | Reduced |
| Farther Finance Advisors, LLC | 3,418 | $335.5K | 0.01% | +19+0.6% | Added |
| GHP Investment Advisors, Inc. | 3,397 | $333.5K | 0.02% | +23+0.7% | Added |
| Beaumont Financial Advisors, LLC | 3,382 | $331.9K | 0.02% | +3+0.1% | Added |
| Atomi Financial Group, Inc. | 3,366 | $330.4K | 0.02% | +302+9.9% | Added |
| Johnson Investment Counsel Inc | 3,359 | $329.7K | 0.00% | +853+34.0% | Added |
| Ramirez Asset Management, Inc. | 3,355 | $329.3K | 0.07% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,350 | $328.8K | 0.00% | +3,350 | New |
| EP Wealth Advisors, LLC | 3,312 | $325.1K | 0.00% | −168−4.8% | Reduced |
| Blue Fin Capital, Inc. | 3,308 | $324.7K | 0.06% | −31−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 3,259 | $319.8K | 0.00% | +209+6.9% | Added |
| EntryPoint Capital, LLC | 3,251 | $319.1K | 0.13% | +3,251 | New |
| Zhang Financial LLC | 3,247 | $318.7K | 0.02% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,243 | $318.3K | 0.12% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,227 | $316.7K | 0.00% | +415+14.8% | Added |
| Modera Wealth Management, LLC | 3,210 | $315.1K | 0.00% | +81+2.6% | Added |
| Ronald Blue Trust, Inc. | 3,207 | $314.8K | 0.00% | −1,245−28.0% | Reduced |
| GAMMA Investing LLC | 3,202 | $314.3K | 0.03% | +709+28.4% | Added |
| Perigon Wealth Management, LLC | 3,124 | $313.9K | 0.01% | −6−0.2% | Reduced |
| Beacon Financial Group | 3,164 | $310.5K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 3,145 | $308.7K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,130 | $308.0K | 0.05% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,132 | $307.5K | 0.00% | +3,132 | New |
| Vise Technologies, Inc. | 3,132 | $307.4K | 0.03% | +3,132 | New |
| Quantitative Investment Management, LLC | 3,122 | $306.0K | 0.02% | +3,122 | New |
| Atlantic Edge Private Wealth Management, LLC | 3,113 | $305.5K | 0.09% | 00.0% | Unchanged |
| 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 Trust, LLC | 3,070 | $301.3K | 0.07% | +24+0.8% | Added |
| Premier Path Wealth Partners, LLC | 3,066 | $300.9K | 0.05% | +59+2.0% | Added |
| Lake Street Advisors Group, LLC | 3,064 | $300.8K | 0.01% | −344−10.1% | Reduced |
| Brighton Jones LLC | 3,012 | $295.6K | 0.01% | +3,012 | New |
| 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 |
| Baader Bank INC | 2,989 | $293.2K | 0.03% | +21+0.7% | Added |
| AlTi Global, Inc. | 2,970 | $291.5K | 0.01% | +2,970 | New |
| Stevens Capital Management LP | 2,959 | $290.0K | 0.12% | +2,959 | New |
| IHT Wealth Management, LLC | 2,947 | $289.2K | 0.01% | −1,194−28.8% | Reduced |
| Vista Wealth Management Group, LLC | 2,900 | $284.6K | 0.02% | +100+3.6% | Added |
| Kidder Stephen W | 2,900 | $284.6K | 0.09% | −50−1.7% | Reduced |