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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
75
shares
|
$8,106
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
74
shares
|
$7,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
71
shares
|
$7,674
0.01% of portfolio
|
Q1 2025
Reduced 66.35%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
66
shares
|
$7,133
0.0% of portfolio
|
Q1 2025
Added 127.59%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
60
shares
|
$6,485
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
59
shares
|
$6,377
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
58
shares
|
$6,269
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$6,053
0.0% of portfolio
|
Q4 2022
Reduced 74.31%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
52
shares
|
$5,620
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
51
shares
|
$5,512
0.0% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$5,404
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
50
shares
|
$5,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
46
shares
|
$4,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
45
shares
|
$4,864
0.0% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
44
shares
|
$4,755
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
44
shares
|
$4,755
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
43
shares
|
$4,647
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
42
shares
|
$4,539
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
40
shares
|
$4,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
40
shares
|
$4,323
0.0% of portfolio
|
Q2 2023
Reduced 79.49%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
40
shares
|
$4,323
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
39
shares
|
$4,215
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
38
shares
|
$4,107
0.0% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
37
shares
|
$3,999
0.0% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
35
shares
|
$3,783
0.0% of portfolio
|
Q4 2024
Reduced 56.79%
|