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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 1,312 | $117.5K | 0.00% | −1−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,312 | $117.5K | 0.04% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,300 | $116.4K | 0.13% | +1,300 | New |
| Kentucky Trust Co | 1,270 | $113.7K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,234 | $110.5K | 0.00% | +236+23.6% | Added |
| Riverview Trust Co | 1,197 | $107.2K | 0.11% | −10−0.8% | Reduced |
| Massmutual Trust Co FSB | 1,157 | $103.6K | 0.00% | +134+13.1% | Added |
| TD Waterhouse Canada Inc. | 1,100 | $97.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,067 | $95.5K | 0.00% | −546−33.8% | Reduced |
| Millstone Evans Group, LLC | 1,061 | $95.0K | 0.06% | −9−0.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,050 | $94.0K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,042 | $92.5K | 0.03% | +1,042 | New |
| LRI Investments, LLC | 1,007 | $90.2K | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 1,007 | $90.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,006 | $90.1K | 0.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,000 | $89.5K | 0.06% | +1,000 | New |
| Loomis Sayles & Co L P | 948 | $85.0K | 0.00% | +471+98.7% | Added |
| Assetmark, Inc | 934 | $83.6K | 0.00% | +357+61.9% | Added |
| Lindbrook Capital, LLC | 922 | $82.5K | 0.01% | +46+5.3% | Added |
| Harbour Investments, Inc. | 906 | $81.1K | 0.00% | −252−21.8% | Reduced |
| Cromwell Holdings LLC | 882 | $79.0K | 0.05% | +16+1.8% | Added |
| WPG Advisers, LLC | 859 | $76.9K | 0.07% | −535−38.4% | Reduced |
| Sentry Investment Management LLC | 939 | $72.0K | 0.05% | −280−23.0% | Reduced |
| Community Bank, N.A. | 800 | $71.6K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 800 | $71.6K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 800 | $71.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 784 | $70.2K | 0.00% | −692−46.9% | Reduced |
| Bangor Savings Bank | 716 | $64.1K | 0.01% | −342−32.3% | Reduced |
| TSFG, LLC | 719 | $64.0K | 0.01% | +431+149.7% | Added |
| Clear Street Markets LLC | 714 | $63.9K | 0.04% | +14+2.0% | Added |
| Crowley Wealth Management, Inc. | 704 | $63.0K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 698 | $62.5K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 684 | $61.2K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 727 | $60.3K | 0.00% | +727 | New |
| West Branch Capital LLC | 651 | $58.3K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 627 | $56.1K | 0.01% | −299−32.3% | Reduced |
| IFP Advisors, Inc | 624 | $55.8K | 0.00% | −26−4.0% | Reduced |
| Whipplewood Advisors, LLC | 22,003 | $53.8K | 0.03% | +21,380+3,431.8% | Added |
| Hager Investment Management Services, LLC | 570 | $51.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 571 | $51.0K | 0.03% | +106+22.8% | Added |
| S.A. Mason LLC | 550 | $49.2K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $49.2K | 0.02% | +250+83.3% | Added |
| Silvant Capital Management LLC | 548 | $49.1K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 554 | $49.0K | 0.02% | +554 | New |
| Catalyst Capital Advisors LLC | 527 | $47.2K | 0.00% | −199−27.4% | Reduced |
| 1620 Investment Advisors, Inc. | 519 | $46.5K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 509 | $45.6K | 0.00% | +509 | New |
| MV Capital Management, Inc. | 506 | $45.3K | 0.00% | +251+98.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 506 | $45.3K | 0.00% | −11,396−95.7% | Reduced |
| Duncker Streett & Co Inc | 500 | $44.8K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 500 | $44.8K | 0.01% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 500 | $44.8K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 407 | $36.5K | 0.00% | +118+40.8% | Added |
| North Ridge Wealth Advisors, Inc. | 400 | $35.8K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 384 | $34.4K | 0.01% | −81−17.4% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 360 | $32.2K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 350 | $31.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $31.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 357 | $31.0K | 0.00% | +43+13.7% | Added |
| Bruce G. Allen Investments, LLC | 343 | $30.7K | 0.02% | −32−8.5% | Reduced |
| Fairscale Capital, LLC | 325 | $29.1K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 305 | $27.3K | 0.00% | −202−39.8% | Reduced |
| Citizens National Bank Trust Department | 300 | $26.9K | 0.01% | −100−25.0% | Reduced |
| SRS Capital Advisors, Inc. | 298 | $26.7K | 0.00% | −67−18.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 298 | $26.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 296 | $26.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 281 | $25.0K | 0.00% | +274+3,914.3% | Added |
| First Pacific Financial | 279 | $25.0K | 0.01% | +279 | New |
| Armstrong Advisory Group, Inc | 250 | $24.5K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 264 | $23.6K | 0.01% | +34+14.8% | Added |
| Private Wealth Management Group, LLC | 257 | $23.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 256 | $22.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 252 | $22.6K | 0.00% | +193+327.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 246 | $22.0K | 0.01% | −800−76.5% | Reduced |
| Motco | 237 | $21.2K | 0.00% | +157+196.3% | Added |
| Smithfield Trust Co | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 230 | $20.6K | 0.01% | −16−6.5% | Reduced |
| AlphaCore Capital LLC | 230 | $20.6K | 0.00% | +230 | New |
| NBC Securities, Inc. | 220 | $19.0K | 0.00% | +220 | New |
| Accredited Wealth Management, LLC | 205 | $18.4K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 202 | $18.1K | 0.00% | +5+2.5% | Added |
| NewSquare Capital LLC | 202 | $18.1K | 0.00% | +82+68.3% | Added |
| GW&K Investment Management, LLC | 196 | $18.0K | 0.00% | +7+3.7% | Added |
| Pflug Koory, LLC | 195 | $17.5K | 0.01% | −150−43.5% | Reduced |
| Northwest Capital Management Inc | 195 | $17.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 180 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 174 | $15.6K | 0.00% | +8+4.8% | Added |
| Ogorek Anthony Joseph | 168 | $15.0K | 0.00% | +168 | New |
| Crews Bank & Trust | 167 | $15.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 166 | $14.9K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 166 | $14.9K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $14.7K | 0.00% | +164 | New |
| Rise Advisors, LLC | 164 | $14.6K | 0.01% | +2+1.2% | Added |
| Ameriflex Group, Inc. | 157 | $14.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 157 | $14.1K | 0.00% | +157 | New |
| Sierra Ocean, LLC | 149 | $13.3K | 0.01% | +1+0.7% | Added |
| JFS Wealth Advisors, LLC | 146 | $13.1K | 0.00% | +11+8.1% | Added |
| Investment Research & Advisory Group, Inc. | 142 | $12.7K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 142 | $12.7K | 0.00% | +71+100.0% | Added |
| North Star Investment Management Corp. | 140 | $12.5K | 0.00% | 00.0% | Unchanged |