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 1,192 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $29.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
4,606
shares
|
$538,165
0.09% of portfolio
|
Q3 2024
Reduced 30.19%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,600
shares
|
$537,464
0.0% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
4,597
shares
|
$537,113
0.07% of portfolio
|
Q2 2025
Added 37.02%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,586
shares
|
$535,828
0.01% of portfolio
|
Q3 2025
Added 42.33%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,512
shares
|
$527,182
0.01% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
4,510
shares
|
$526,948
0.08% of portfolio
|
Q3 2025
Added 15.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
4,492
shares
|
$524,845
0.0% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,481
shares
|
$523,560
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,404
shares
|
$514,563
0.01% of portfolio
|
Q3 2025
Added 77.15%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
4,361
shares
|
$509,539
0.16% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
4,360
shares
|
$509,422
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Advisors Management Group Inc
|
Dec 18, 2025 Q3 2025 |
4,339
shares
|
$506,968
0.09% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
4,294
shares
|
$501,710
0.13% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
4,277
shares
|
$499,724
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,270
shares
|
$498,906
0.01% of portfolio
|
Q3 2025
Added 22.35%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
4,269
shares
|
$498,789
0.04% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,263
shares
|
$498,088
0.27% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
4,254
shares
|
$497,037
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4,241
shares
|
$495,518
0.0% of portfolio
|
Q3 2025
Added 51.03%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,233
shares
|
$494,583
0.03% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
4,185
shares
|
$488,975
0.2% of portfolio
|
Q3 2025
Reduced 30.08%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,169
shares
|
$487,105
0.13% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
4,151
shares
|
$485,002
0.03% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,122
shares
|
$481,614
0.01% of portfolio
|
Q3 2022
Reduced 12.78%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
4,117
shares
|
$481,030
0.09% of portfolio
|
Q1 2024
Reduced 0.31%
|
|