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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
39
shares
|
$4,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
39
shares
|
$4,556
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
37
shares
|
$4,323
0.0% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
35
shares
|
$4,089
0.0% of portfolio
|
Q4 2024
Reduced 56.79%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
35
shares
|
$4,089
0.0% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
34
shares
|
$3,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
34
shares
|
$3,972
0.0% of portfolio
|
Q3 2025
Added 21.43%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
33
shares
|
$3,855
0.0% of portfolio
|
Q3 2025
Added 32.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
33
shares
|
$3,855
0.0% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
33
shares
|
$3,855
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
33
shares
|
$3,855
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
30
shares
|
$3,505
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
29
shares
|
$3,388
0.0% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
29
shares
|
$3,388
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
28
shares
|
$3,271
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
27
shares
|
$3,154
0.0% of portfolio
|
Q3 2025
Added 42.11%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
24
shares
|
$2,804
0.0% of portfolio
|
Q4 2022
Reduced 53.85%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
24
shares
|
$2,804
0.0% of portfolio
|
Q1 2025
Reduced 96.87%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
24
shares
|
$2,804
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
24
shares
|
$2,804
0.0% of portfolio
|
Q2 2025
Added 118.18%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
23
shares
|
$2,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22
shares
|
$2,570
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
21
shares
|
$2,453
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
20
shares
|
$2,336
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$2,336
0.0% of portfolio
|
Q3 2025
New holding
|
|