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 1,193 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
19
shares
|
$2,219
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
19
shares
|
$2,219
0.0% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
19
shares
|
$2,219
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
18
shares
|
$2,103
0.0% of portfolio
|
Q2 2025
Reduced 48.57%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
17
shares
|
$1,986
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
15
shares
|
$1,752
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
14
shares
|
$1,635
0.0% of portfolio
|
Q2 2025
Reduced 99.71%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
14
shares
|
$1,635
0.0% of portfolio
|
Q4 2024
Reduced 76.27%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
14
shares
|
$1,635
0.0% of portfolio
|
Q3 2025
Added 366.67%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
14
shares
|
$1,635
0.0% of portfolio
|
Q4 2019
Added 121.43%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
12
shares
|
$1,402
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12
shares
|
$1,402
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
12
shares
|
$1,402
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
11
shares
|
$1,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
11
shares
|
$1,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
10
shares
|
$1,168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
10
shares
|
$1,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
9
shares
|
$1,051
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
9
shares
|
$1,051
0.0% of portfolio
|
Q1 2024
Reduced 91.82%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9
shares
|
$1,051
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,051
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
8
shares
|
$934
0.0% of portfolio
|
Q3 2025
Reduced 86.44%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
8
shares
|
$934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
8
shares
|
$934
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6
shares
|
$701
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|