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State Street (STT) Institutional Ownership

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$176.00 +1.38 (+0.79%)
As of 01:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for State Street (NYSE:STT)

Current
Institutional Ownership
Percentage
87.44%
Number of
Institutional Buyers
(last 12 months)
644
Total
Institutional Inflows
(last 12 months)
$11.29B
Number of
Institutional Sellers
(last 12 months)
408
Total
Institutional Outflows
(last 12 months)
$3.37B
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STT Institutional Buying and Selling by Quarter

State Street Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.50,753$8.61M0.1%+14.5%0.018%
9/23/2026Envestnet Portfolio Solutions Inc.6,859$1.16M0.0%+106.0%0.002%
9/23/2026Envestnet Asset Management Inc.426,809$72.39M0.0%+4.7%0.155%
9/22/2026State Street Corp13,538,311$2.30B0.0%+1.2%4.928%
9/18/2026Security National Bank of SO Dak19,905$3.38M1.6%-3.9%0.007%
9/18/2026Security National Bank of Sioux City Iowa IA24,958$4.23M1.7%+27.0%0.009%
9/9/2026Core Capital Management & Research inc.4,000$749K0.4%N/A0.001%
9/9/2026Sequoia Financial Advisors LLC20,639$3.50M0.0%+6.3%0.008%
9/9/2026Tidal Investments LLC40,172$6.78M0.0%-28.6%0.015%
9/9/2026IPG Investment Advisors LLC11,952$2.03M0.3%N/A0.004%
9/9/2026National Pension Service519,939$88.18M0.1%-0.8%0.189%
9/9/2026WINTON GROUP Ltd5,800$984K0.0%-78.2%0.002%
9/9/2026Engineers Gate Manager LP135,388$22.96M0.3%+1,213.4%0.049%
9/9/2026Cidel Asset Management Inc.3,161$536K0.0%-5.3%0.001%
9/9/2026Plimoth Trust Co. LLC3,345$567K0.1%-2.2%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC2,427$412K0.0%+12.3%0.001%
9/9/2026NorthRock Partners LLC3,180$539K0.0%-2.1%0.001%
9/9/2026Integrated Wealth Concepts LLC12,526$2.12M0.0%+1.7%0.005%
9/9/2026NewEdge Advisors LLC24,941$4.23M0.0%-14.3%0.009%
9/9/2026IFP Advisors Inc1,155$196K0.0%-18.6%0.000%
9/9/2026Baird Financial Group Inc.14,562$2.47M0.0%+8.7%0.005%
9/8/2026Allworth Financial LP3,426$581K0.0%-23.1%0.001%
9/8/2026Arizona State Retirement System79,915$13.55M0.1%+5.3%0.029%
9/8/2026Waverly Advisors LLC36,385$6.17M0.0%-7.4%0.013%
9/8/2026Empirical Finance LLC11,307$1.92M0.1%+2.8%0.004%
9/8/2026Nykredit A S94,920$16.10M0.0%N/A0.035%
9/4/2026Parkside Financial Bank & Trust4,849$822K0.1%+2.2%0.002%
9/2/2026Range Advisory LLC1,375$233K0.0%N/A0.001%
8/27/2026Corient Private Wealth LP241,593$40.97M0.1%-3.3%0.088%
8/26/2026Amundi1,176,033$199.46M0.0%+13.2%0.428%
8/26/2026HighTower Advisors LLC60,383$10.24M0.0%+1.5%0.022%
8/25/2026Advus Financial Partners LLC1,483$252K0.1%N/A0.001%
8/25/2026Groupe la Francaise1,475$250K0.0%-8.7%0.001%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al302,850$51.36M0.3%N/A0.110%
8/23/2026DMC Group LLC5,285$896K0.6%-18.7%0.002%
8/23/2026Wedmont Private Capital6,906$1.25M0.0%+4.0%0.003%
8/23/2026HB Wealth Management LLC13,737$2.33M0.0%+4.1%0.005%
8/23/2026Saudi Central Bank19,511$3.31M0.0%+89.2%0.007%
8/23/2026Angeles Wealth Management LLC2,496$423K0.0%+6.7%0.001%
8/23/2026Azimuth Capital Investment Management LLC87,521$14.84M0.5%-14.3%0.032%
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8/22/2026Compass Financial Management LLC8,245$1.42M0.2%N/A0.003%
8/22/2026AlphaGrep UK Ltd1,357$230K0.1%N/A0.000%
8/22/2026Shah Wealth Advisors LLC1,421$241K0.1%N/A0.001%
8/22/2026Munich Reinsurance Co Stock Corp in Munich748$127K0.0%N/A0.000%
8/22/2026Raiffeisen Bank International AG3,468$590K0.0%-26.2%0.001%
8/22/2026Syon Capital LLC11,590$1.97M0.1%+1.3%0.004%
8/22/2026TD Waterhouse Canada Inc.13,394$2.27M0.0%+1,169.6%0.005%
8/22/2026Concurrent Investment Advisors LLC11,028$1.87M0.0%-13.0%0.004%
8/22/2026NEOS Investment Management LLC45,005$7.60M0.0%-3.1%0.016%
8/21/2026AXQ Capital LP7,422$1.26M0.1%-58.6%0.003%
8/21/2026Continuum Advisory LLC175$30K0.0%N/A0.000%
8/21/2026Nykredit A S107,839$18.29M0.1%N/A0.039%
8/21/2026B. Metzler seel. Sohn & Co. AG30,665$5.20M0.0%+2.8%0.011%
8/21/2026Coppell Advisory Solutions LLC11,996$2.04M0.4%N/A0.004%
8/21/2026Resolute Advisors LLC1,331$226K0.1%N/A0.000%
8/21/2026XML Financial LLC5,445$923K0.1%N/A0.002%
8/21/2026Laidlaw Wealth Management LLC3,126$530K1.6%N/A0.001%
8/21/2026Investors Research Corp700$119K0.0%-12.5%0.000%
8/21/2026Legacy Financial Advisors Inc.4,460$756K0.1%-19.4%0.002%
8/20/2026Proficio Capital Partners LLC2,291$389K0.0%N/A0.001%
8/20/2026Nwam LLC1,338$227K0.0%N/A0.000%
8/20/2026BTG Pactual Asset Management US LLC3,186$540K0.0%+38.3%0.001%
8/20/2026Susquehanna Fundamental Investments LLC71,916$12.20M0.2%+30.1%0.026%
8/20/2026Benjamin Edwards Inc.1,373$233K0.0%-26.1%0.000%
8/20/2026Flputnam Investment Management Co.35,791$6.07M0.1%+97.5%0.013%
8/20/2026Cookson Peirce & Co. Inc.257,160$43.61M1.4%+0.1%0.094%
8/20/2026Nichols & Pratt Advisers LLP MA47,695$8.09M0.5%-0.4%0.017%
8/20/2026Northwestern Mutual Wealth Management Co.19,770$3.35M0.0%+37.7%0.007%
8/20/2026Private Management Group Inc.327,584$55.56M1.5%-1.1%0.119%
8/20/2026Wedbush Securities Inc.2,822$479K0.0%-11.1%0.001%
8/20/2026Greenleaf Trust17,295$2.93M0.0%+0.6%0.006%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,962,274$502.40M0.1%+4.9%1.078%
8/19/2026New Mexico Educational Retirement Board13,828$2.35M0.1%+5.3%0.005%
8/19/2026Royal London Asset Management Ltd.134,338$22.67M0.0%-1.1%0.049%
8/19/2026Mufg Securities Americas Inc.9,152$1.55M0.1%+9.1%0.003%
8/19/2026Van ECK Associates Corp8,694$1.48M0.0%-16.2%0.003%
8/19/2026Ferguson Wellman Capital Management Inc.809,023$137.21M1.7%-19.9%0.295%
8/19/2026Nissay Asset Management Corp Japan37,570$6.37M0.0%+3.7%0.014%
8/19/2026Hsbc Holdings PLC1,188,087$201.63M0.1%+28.3%0.433%
8/19/2026Wellington Management Group LLP1,766,901$299.67M0.1%+158.6%0.643%
8/19/2026Kingsview Wealth Management LLC11,637$1.97M0.0%N/A0.004%
8/18/2026Beacon Pointe Advisors LLC7,682$1.30M0.0%N/A0.003%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt2,127$361K0.0%N/A0.001%
8/18/2026Strait & Sound Wealth Management LLC1,210$205K0.1%N/A0.000%
8/18/2026Rakuten Investment Management Inc.45,381$7.72M0.0%N/A0.017%
8/18/2026Empowered Funds LLC90,136$15.21M0.1%N/A0.033%
8/18/2026United Capital Financial Advisors LLC13,525$2.29M0.0%N/A0.005%
8/18/2026Dearborn Partners LLC2,500$424K0.0%N/A0.001%
8/18/2026Equitable Holdings Inc.2,516$427K0.0%N/A0.001%
8/18/2026Centaurus Financial Inc.911$155K0.0%N/A0.000%
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8/18/2026Pacific Heights Asset Management LLC250,000$42.40M1.3%N/A0.091%
8/18/2026Public Employees Retirement System of Ohio135,689$23.01M0.1%N/A0.049%
8/18/2026MASTERINVEST Kapitalanlage GmbH1,192$202K0.0%N/A0.000%
8/17/2026Proficio Capital Partners LLC2,291$389K0.0%N/A0.001%
8/17/2026Stonebridge Capital Management Inc.7,160$1.21M0.6%N/A0.003%
8/17/2026Transamerica Financial Advisors LLC745$126K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP246,674$41.84M0.0%N/A0.090%
8/17/2026Philadelphia Financial Management of San Francisco LLC46,550$7.89M0.0%N/A0.017%
8/17/2026Philadelphia Investment Partners LLC152$26K0.0%N/A0.000%
8/17/2026Azora Capital LP406,286$68.91M2.9%N/A0.148%


STT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,128 institutional investors and hedge funds held shares of State Street. The most heavily invested institutionals were Vanguard Group Inc. ($4.72B), BlackRock Inc. ($4.14B), State Street Corp ($2.30B), Regents of The University of California ($1.27B), Invesco Ltd. ($1.03B), Geode Capital Management LLC ($949.91M), and JPMorgan Chase & Co. ($822.89M).Learn more on State Street's institutional investors.

87.44% of State Street's stock is owned by institutional investors. Learn more on STT's institutional investor holdings.

Of the 938 institutional investors that purchased State Street's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($24.41M), Regents of The University of California ($10.07M), Norges Bank ($6.40M), Eastern Bank ($2.95M), First Trust Advisors LP ($2.19M), Price T Rowe Associates Inc. MD ($2.01M), and Legal & General Group Plc ($1.95M).

Institutional investors have bought a total of 75,076,296 shares in the last 24 months. This purchase volume represents approximately $11.29B in transactions.

Of the 408 institutional investors that sold State Street's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($2.67M), JPMorgan Chase & Co. ($2.18M), Capital International Investors ($2.06M), Metropolis Capital Ltd ($1.74M), Catalyst Financial Partners LLC ($1.60M), Arrowstreet Capital Limited Partnership ($1.36M), and Cooke & Bieler LP ($1.27M).

Institutional investors have sold a total of 26,960,815 shares in the last 24 months. This volume of shares sold represents approximately $3.37B in transactions.


Related Companies

Institutional ownership data for NYSE:STT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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