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 $27.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
2,400
shares
|
$259,416
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,393
shares
|
$258,659
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,382
shares
|
$257,470
0.03% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
2,375
shares
|
$256,713
0.0% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,365
shares
|
$255,632
0.02% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,356
shares
|
$254,660
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
2,345
shares
|
$253,471
0.01% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,340
shares
|
$252,930
0.02% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
2,335
shares
|
$252,390
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,305
shares
|
$249,147
0.01% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,300
shares
|
$248,607
0.02% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
2,299
shares
|
$248,498
0.0% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
2,293
shares
|
$247,850
0.0% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,289
shares
|
$247,418
0.01% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,281
shares
|
$246,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,276
shares
|
$246,012
0.04% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
2,272
shares
|
$245,580
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,268
shares
|
$245,148
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,257
shares
|
$243,959
0.02% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,255
shares
|
$243,742
0.03% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,254
shares
|
$243,634
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,245
shares
|
$242,662
0.01% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
2,245
shares
|
$242,662
0.01% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,230
shares
|
$241,040
0.03% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,210
shares
|
$238,878
0.03% of portfolio
|
Q2 2025
Reduced 4.33%
|