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, Q1 2025
Institutional positions in State Street Corp as of Mar 31, 2025. 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
- 991
- −1 vs. Q4 2024
- Shares held
- 260.2M
- +3.67M (+1.4%) vs. Q4 2024
- Total value
- $23.3B
- −$1.92B (−7.6%) vs. Q4 2024
- New holders
- 104
- 353 more added
- Sold out
- 105
- 348 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 3,194 | $285.9K | 0.01% | +70+2.2% | Added |
| Blue Fin Capital, Inc. | 3,208 | $287.2K | 0.06% | −100−3.0% | Reduced |
| Brown Miller Wealth Management, LLC | 3,243 | $287.9K | 0.10% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,565 | $289.7K | 0.04% | +1,449+68.5% | Added |
| Zhang Financial LLC | 3,247 | $290.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 3,254 | $291.3K | 0.03% | +109+3.5% | Added |
| Hanson & Doremus Investment Management | 3,290 | $295.0K | 0.04% | +3,180+2,890.9% | Added |
| Ronald Blue Trust, Inc. | 3,295 | $295.0K | 0.00% | +88+2.7% | Added |
| Burt Wealth Advisors | 3,300 | $295.4K | 0.07% | +300+10.0% | Added |
| Wedbush Securities Inc | 3,301 | $296.0K | 0.01% | +517+18.6% | Added |
| EP Wealth Advisors, LLC | 3,322 | $297.4K | 0.00% | +10+0.3% | Added |
| Savant Capital, LLC | 3,333 | $298.4K | 0.00% | −24,839−88.2% | Reduced |
| Ramirez Asset Management, Inc. | 3,355 | $300.4K | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,372 | $301.9K | 0.00% | +145+4.5% | Added |
| Siemens Fonds Invest GmbH | 3,382 | $302.8K | 0.02% | +3,382 | New |
| Bayforest Capital Ltd | 3,397 | $304.1K | 0.13% | +1,691+99.1% | Added |
| Beaumont Financial Advisors, LLC | 3,400 | $304.4K | 0.02% | +18+0.5% | Added |
| GHP Investment Advisors, Inc. | 3,420 | $306.2K | 0.01% | +23+0.7% | Added |
| Means Investment Co., Inc. | 3,430 | $307.1K | 0.03% | −64−1.8% | Reduced |
| Trust Asset Management LLC | 3,431 | $307.2K | 0.03% | −635−15.6% | Reduced |
| Norway Savings Bank | 3,438 | $307.8K | 0.18% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,452 | $309.0K | 0.00% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 3,468 | $310.5K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,475 | $311.1K | 0.02% | +1,000+40.4% | Added |
| Highland Capital Management, LLC | 3,500 | $313.4K | 0.02% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,504 | $313.7K | 0.04% | +3,504 | New |
| Ridgewood Investments LLC | 3,509 | $314.2K | 0.15% | +3,509 | New |
| Cresset Asset Management, LLC | 3,592 | $321.6K | 0.00% | −532−12.9% | Reduced |
| Paragon Capital Management Ltd | 3,647 | $326.5K | 0.07% | +29+0.8% | Added |
| Delta Investment Management, LLC | 3,652 | $327.0K | 0.07% | −512−12.3% | Reduced |
| GAMMA Investing LLC | 3,674 | $328.9K | 0.02% | +472+14.7% | Added |
| Prelude Capital Management, LLC | 3,681 | $329.6K | 0.03% | +3,681 | New |
| Eqis Capital Management, Inc. | 3,691 | $330.4K | 0.03% | +3,691 | New |
| Foster & Motley Inc | 3,697 | $331.0K | 0.02% | +896+32.0% | Added |
| Essex Savings Bank | 3,700 | $331.3K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,707 | $331.9K | 0.01% | −102−2.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,753 | $336.0K | 0.01% | +34+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 3,781 | $338.5K | 0.02% | +131+3.6% | Added |
| Stephens Inc | 3,793 | $339.6K | 0.00% | +1,092+40.4% | Added |
| Systematic Alpha Investments, LLC | 3,798 | $340.0K | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,865 | $346.0K | 0.09% | −30−0.8% | Reduced |
| Private Wealth Partners, LLC | 3,879 | $347.3K | 0.03% | −200−4.9% | Reduced |
| Flagship Harbor Advisors, LLC | 3,899 | $349.1K | 0.02% | +1,128+40.7% | Added |
| BBR Partners, LLC | 3,900 | $349.2K | 0.02% | −22−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,915 | $350.5K | 0.00% | −2,125−35.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,934 | $352.2K | 0.00% | +1,319+50.4% | Added |
| Profund Advisors LLC | 3,937 | $352.5K | 0.02% | −173−4.2% | Reduced |
| Evanson Asset Management, LLC | 3,975 | $355.9K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,976 | $356.0K | 0.07% | −263−6.2% | Reduced |
| Boothbay Fund Management, LLC | 4,008 | $358.8K | 0.01% | +4,008 | New |
| Summit Wealth & Retirement Planning, Inc. | 4,022 | $360.1K | 0.11% | 00.0% | Unchanged |
| Sachetta, LLC | 4,030 | $360.8K | 0.15% | −11−0.3% | Reduced |
| Piscataqua Savings Bank | 4,049 | $362.5K | 0.32% | +112+2.8% | Added |
| Busey Wealth Management | 4,064 | $363.9K | 0.01% | +4+0.1% | Added |
| Canandaigua National Bank & Trust Co | 4,072 | $364.6K | 0.04% | −240−5.6% | Reduced |
| Northeast Investment Management | 4,104 | $367.4K | 0.02% | −1,730−29.7% | Reduced |
| Horizon Investments, LLC | 4,142 | $367.7K | 0.01% | +55+1.3% | Added |
| Trust Co of the South | 4,117 | $368.6K | 0.08% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,148 | $371.4K | 0.01% | +2,034+96.2% | Added |
| Empirical Asset Management, LLC | 4,154 | $371.9K | 0.13% | −453−9.8% | Reduced |
| Resources Investment Advisors, LLC. | 4,203 | $376.3K | 0.00% | +944+29.0% | Added |
| MWA Asset Management | 4,263 | $381.6K | 0.26% | −57−1.3% | Reduced |
| Forbes J M & Co LLP | 4,269 | $382.2K | 0.04% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,271 | $382.4K | 0.31% | +4,271 | New |
| TownSquare Capital, LLC | 4,282 | $383.5K | 0.00% | +244+6.0% | Added |
| Caldwell Sutter Capital, Inc. | 4,300 | $385.0K | 0.18% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,314 | $386.2K | 0.05% | +16+0.4% | Added |
| Shayne & Co., LLC | 4,361 | $390.4K | 0.10% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,378 | $392.0K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,414 | $395.2K | 0.00% | +118+2.7% | Added |
| Hilltop Holdings Inc. | 4,461 | $399.3K | 0.03% | +212+5.0% | Added |
| Marshall Wace, LLP | 4,473 | $400.5K | 0.00% | −314,834−98.6% | Reduced |
| Forum Financial Management, LP | 4,483 | $401.4K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,520 | $404.7K | 0.01% | −250−5.2% | Reduced |
| Pallas Capital Advisors LLC | 4,528 | $405.4K | 0.02% | +1,662+58.0% | Added |
| 1832 Asset Management L.P. | 4,600 | $411.8K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,624 | $414.0K | 0.02% | −122−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 4,644 | $415.8K | 0.03% | +302+7.0% | Added |
| Jane Street Group, LLC | 4,663 | $417.5K | 0.00% | −288,157−98.4% | Reduced |
| Coldstream Capital Management Inc | 4,665 | $417.7K | 0.01% | −218−4.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,740 | $424.0K | 0.13% | +21+0.4% | Added |
| Rossmore Private Capital | 4,760 | $426.2K | 0.05% | 00.0% | Unchanged |
| Aries Wealth Management | 4,779 | $427.9K | 0.12% | −500−9.5% | Reduced |
| Trustco Bank Corp N Y | 4,806 | $430.3K | 0.47% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4,836 | $433.0K | 0.01% | +4,822+34,442.9% | Added |
| Relyea Zuckerberg Hanson LLC | 4,894 | $438.2K | 0.06% | −25−0.5% | Reduced |
| VERITY Wealth Advisors | 4,964 | $444.4K | 0.33% | −230−4.4% | Reduced |
| Greenwich Wealth Management LLC | 5,053 | $452.0K | 0.03% | +57+1.1% | Added |
| SPC Financial, Inc. | 5,050 | $452.1K | 0.04% | +50+1.0% | Added |
| Fulton Bank, N.A. | 5,059 | $452.9K | 0.02% | −123−2.4% | Reduced |
| Pinnacle Associates Ltd | 5,102 | $456.8K | 0.01% | −173−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 5,118 | $458.2K | 0.01% | +414+8.8% | Added |
| Choate Investment Advisors | 5,126 | $458.9K | 0.01% | −213−4.0% | Reduced |
| Ellevest, Inc. | 5,168 | $462.7K | 0.03% | +598+13.1% | Added |
| Kestra Investment Management, LLC | 5,179 | $463.7K | 0.01% | +839+19.3% | Added |
| Headlands Technologies LLC | 5,193 | $464.9K | 0.05% | −6,268−54.7% | Reduced |
| Fortis Capital Management LLC | 5,225 | $467.8K | 0.09% | +5,225 | New |
| Beach Investment Counsel Inc | 5,268 | $472.0K | 0.07% | −50−0.9% | Reduced |
| Eagle Harbor Asset Management Inc | 5,296 | $474.2K | 0.48% | −39−0.7% | Reduced |
| Smith Group Asset Management, LLC | 5,328 | $477.0K | 0.04% | −35−0.7% | Reduced |