Institutional Ownership State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT). We have compiled data on the 1,126 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,520
shares
|
$495,889
0.01% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
4,483
shares
|
$491,829
0.01% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
4,473
shares
|
$490,732
0.0% of portfolio
|
Q1 2025
Reduced 98.6%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,461
shares
|
$489,416
0.03% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,414
shares
|
$484,259
0.0% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,393
shares
|
$481,956
0.04% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
4,378
shares
|
$480,310
0.09% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,369
shares
|
$479,322
0.03% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
4,361
shares
|
$478,445
0.1% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,314
shares
|
$473,288
0.05% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
4,300
shares
|
$471,753
0.21% of portfolio
|
Q2 2024
Reduced 18.87%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,282
shares
|
$469,778
0.0% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,271
shares
|
$468,571
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
4,269
shares
|
$468,351
0.04% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
4,263
shares
|
$467,693
0.26% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,203
shares
|
$461,111
0.0% of portfolio
|
Q1 2025
Added 28.97%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
4,154
shares
|
$455,735
0.13% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
4,148
shares
|
$455,077
0.01% of portfolio
|
Q1 2025
Added 96.22%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,142
shares
|
$454,418
0.01% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,122
shares
|
$452,224
0.01% of portfolio
|
Q3 2022
Reduced 12.78%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
4,117
shares
|
$451,676
0.08% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
4,104
shares
|
$450,249
0.02% of portfolio
|
Q1 2025
Reduced 29.65%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
4,066
shares
|
$446,080
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
4,030
shares
|
$442,131
0.15% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
4,022
shares
|
$441,253
0.12% of portfolio
|
Q1 2024
New holding
|