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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
3,301
shares
|
$362,152
0.01% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,300
shares
|
$362,043
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
3,300
shares
|
$362,043
0.08% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,295
shares
|
$361,494
0.0% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,254
shares
|
$356,996
0.03% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
3,247
shares
|
$356,228
0.02% of portfolio
|
Q4 2023
Added 2.33%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,243
shares
|
$355,789
0.11% of portfolio
|
Q4 2022
Added 12.09%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,163
shares
|
$347,012
0.04% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,144
shares
|
$344,928
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,143
shares
|
$344,818
0.01% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
3,132
shares
|
$343,611
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
3,131
shares
|
$343,502
0.01% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
3,124
shares
|
$342,734
0.01% of portfolio
|
Q2 2025
Reduced 88.03%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
3,105
shares
|
$340,649
0.02% of portfolio
|
Q1 2025
Reduced 96.73%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
3,100
shares
|
$340,101
0.01% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
3,100
shares
|
$340,101
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
3,093
shares
|
$339,333
0.07% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
3,078
shares
|
$337,687
0.08% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
3,076
shares
|
$337,467
0.01% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
3,075
shares
|
$337,358
0.01% of portfolio
|
Q1 2025
Reduced 95.14%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,064
shares
|
$336,151
0.01% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
3,043
shares
|
$333,847
0.04% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,024
shares
|
$331,763
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
3,000
shares
|
$329,130
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,988
shares
|
$327,813
0.03% of portfolio
|
Q2 2025
New holding
|