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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
671
shares
|
$72,528
0.0% of portfolio
|
Q1 2024
Reduced 28.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
670
shares
|
$72,420
0.0% of portfolio
|
Q2 2024
Reduced 11.49%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
640
shares
|
$69,177
0.02% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
627
shares
|
$67,772
0.01% of portfolio
|
Q1 2025
Reduced 32.29%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
624
shares
|
$67,448
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
571
shares
|
$61,719
0.03% of portfolio
|
Q1 2025
Added 22.8%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
570
shares
|
$61,611
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
554
shares
|
$59,881
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
550
shares
|
$59,449
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
548
shares
|
$59,233
0.0% of portfolio
|
Q4 2022
Added 560.24%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$56,963
0.0% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
525
shares
|
$56,747
0.01% of portfolio
|
Q3 2022
Reduced 4.55%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
519
shares
|
$56,098
0.04% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
506
shares
|
$54,693
0.01% of portfolio
|
Q1 2025
Added 98.43%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$54,045
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
500
shares
|
$54,045
0.01% of portfolio
|
Q3 2023
Reduced 64.29%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
500
shares
|
$54,045
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
491
shares
|
$53,072
0.02% of portfolio
|
Q2 2022
Added 2.08%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
458
shares
|
$49,505
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
416
shares
|
$44,965
0.0% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
407
shares
|
$43,992
0.0% of portfolio
|
Q1 2025
Added 40.83%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
406
shares
|
$43,884
0.0% of portfolio
|
Q3 2022
Reduced 4.92%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
400
shares
|
$43,236
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
384
shares
|
$41,506
0.01% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
357
shares
|
$38,588
0.0% of portfolio
|
Q1 2025
Added 13.69%
|