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 1,190 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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$35,052
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
298
shares
|
$34,818
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
298
shares
|
$34,818
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
296
shares
|
$34,584
0.0% of portfolio
|
Q3 2024
Reduced 32.11%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
296
shares
|
$34,584
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
279
shares
|
$32,598
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
271
shares
|
$31,663
0.0% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
264
shares
|
$30,845
0.02% of portfolio
|
Q3 2025
Reduced 89.85%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
258
shares
|
$30,144
0.0% of portfolio
|
Q3 2025
Reduced 75.29%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
257
shares
|
$30,027
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
256
shares
|
$29,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
256
shares
|
$29,911
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
253
shares
|
$29,560
0.01% of portfolio
|
Q3 2025
Added 166.32%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
250
shares
|
$29,210
0.0% of portfolio
|
Q3 2022
Reduced 12.59%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
249
shares
|
$29,093
0.0% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
247
shares
|
$28,859
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
242
shares
|
$28,275
0.01% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
230
shares
|
$26,873
0.01% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
230
shares
|
$26,873
0.0% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
208
shares
|
$24,302
0.0% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
200
shares
|
$23,368
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
195
shares
|
$22,783
0.01% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
195
shares
|
$22,783
0.01% of portfolio
|
Q1 2025
Reduced 43.48%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
193
shares
|
$22,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
187
shares
|
$21,849
0.0% of portfolio
|
Q3 2023
New holding
|
|