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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
33
shares
|
$3,566
0.0% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
33
shares
|
$3,566
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
33
shares
|
$3,566
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
32
shares
|
$3,458
0.0% of portfolio
|
Q2 2025
Added 146.15%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
30
shares
|
$3,242
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
28
shares
|
$3,026
0.0% of portfolio
|
Q4 2024
Added 21.74%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
27
shares
|
$2,918
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
27
shares
|
$2,918
0.0% of portfolio
|
Q1 2025
Reduced 89.66%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
27
shares
|
$2,918
0.0% of portfolio
|
Q2 2024
Reduced 12.9%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
26
shares
|
$2,810
0.01% of portfolio
|
Q3 2024
Reduced 98.61%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
24
shares
|
$2,594
0.0% of portfolio
|
Q4 2022
Reduced 53.85%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
24
shares
|
$2,594
0.0% of portfolio
|
Q1 2025
Reduced 96.87%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
24
shares
|
$2,594
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
21
shares
|
$2,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
20
shares
|
$2,161
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
20
shares
|
$2,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
19
shares
|
$2,053
0.0% of portfolio
|
Q2 2025
Added 375.0%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
15
shares
|
$1,621
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
14
shares
|
$1,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
14
shares
|
$1,513
0.0% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
14
shares
|
$1,513
0.0% of portfolio
|
Q4 2024
Reduced 76.27%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
13
shares
|
$1,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
12
shares
|
$1,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
12
shares
|
$1,297
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$1,188
0.0% of portfolio
|
Q1 2024
Reduced 15.38%
|