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State Street (STT) Institutional Ownership

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$97.51 -2.98 (-2.97%)
Closing price 01/17/2025 03:59 PM Eastern
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$98.00 +0.50 (+0.51%)
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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)
397
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
360
Total
Institutional Outflows
(last 12 months)
$1.24B
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STT Institutional Buying and Selling by Quarter

State Street Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Donoghue Forlines LLC15,585$1.53M0.5%N/A0.005%
1/17/2025 Avior Wealth Management LLC11,902$1.17M0.0%-2.0%0.004%
1/17/2025 Mutual Advisors LLC2,059$207K0.0%N/A0.001%
1/17/2025 Janney Montgomery Scott LLC74,268$7.29M0.0%+11.1%0.025%
1/17/2025 SG Americas Securities LLC16,861$1.66M0.0%+569.1%0.006%
1/17/2025 Albion Financial Group UT256$25K0.0%N/A0.000%
1/17/2025 XML Financial LLC2,332$229K0.0%N/A0.001%
1/17/2025 Nisa Investment Advisors LLC130,579$12.82M0.0%-0.8%0.045%
1/17/2025 Atomi Financial Group Inc.3,366$330K0.0%+9.9%0.001%
1/17/2025 Clear Harbor Asset Management LLC2,475$243K0.0%N/A0.001%
1/16/2025 Ballentine Partners LLC11,336$1.11M0.0%+4.5%0.004%
1/16/2025 Harbor Investment Advisory LLC5,683$558K0.0%-2.9%0.002%
1/16/2025 Guinness Asset Management LTD7,694$755K0.0%+65.9%0.003%
1/16/2025 UMB Bank n.a.2,096$206K0.0%-5.5%0.001%
1/16/2025 Diversify Advisory Services LLC5,462$513K0.0%-18.8%0.002%
1/16/2025 LVW Advisors LLC5,630$553K0.1%-12.5%0.002%
1/15/2025 Aaron Wealth Advisors LLC2,420$238K0.0%N/A0.001%
1/15/2025 HB Wealth Management LLC5,481$538K0.0%+7.9%0.002%
1/15/2025 Trust Co. of Vermont1,889$185K0.0%+190.6%0.001%
1/15/2025 Verity & Verity LLC251,581$24.69M2.3%+4.9%0.086%
1/15/2025 Merit Financial Group LLC4,024$395K0.0%N/A0.001%
1/15/2025 Wedge Capital Management L L P NC395,805$38.85M0.7%-13.1%0.135%
1/15/2025 Avanza Fonder AB20,796$2.04M0.1%N/A0.007%
1/15/2025 Wealthcare Advisory Partners LLC20,319$1.99M0.1%-1.5%0.007%
1/15/2025 Tompkins Financial Corp350$34K0.0%-48.5%0.000%
1/15/2025 Empirical Asset Management LLC4,607$452K0.0%+11.1%0.002%
1/15/2025 Ritholtz Wealth Management3,809$374K0.0%-10.5%0.001%
1/14/2025 Godsey & Gibb Inc.203,480$19.97M2.0%N/A0.069%
1/14/2025 Burney Co.12,142$1.19M0.0%+16.2%0.004%
1/14/2025 Park Avenue Securities LLC6,622$650K0.0%+33.2%0.002%
1/14/2025 Assenagon Asset Management S.A.10,275$1.01M0.0%-3.6%0.004%
1/14/2025 Fifth Third Wealth Advisors LLC3,650$358K0.0%+7.6%0.001%
1/14/2025 Global Financial Private Client LLC16,385$1.61M0.6%+18.2%0.006%
1/13/2025 Tealwood Asset Management Inc.27,352$2.69M1.1%-0.6%0.009%
1/13/2025 FNY Investment Advisers LLC1,700$166K0.1%N/A0.001%
1/13/2025 Friedenthal Financial504$49K0.0%N/A0.000%
1/13/2025 Bar Harbor Wealth Management2,090$205K0.0%N/A0.001%
1/13/2025 Bridge Creek Capital Management LLC46,489$4.56M1.4%-2.4%0.016%
1/13/2025 Wedmont Private Capital6,152$578K0.0%+3.7%0.002%
1/13/2025 CHICAGO TRUST Co NA6,049$594K0.1%-5.7%0.002%
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1/13/2025 Brookstone Capital Management7,196$706K0.0%+11.0%0.002%
1/13/2025 City State Bank350$34K0.0%-30.0%0.000%
1/13/2025 Czech National Bank63,561$6.24M0.1%+4.5%0.022%
1/10/2025 Graypoint LLC2,066$203K0.0%N/A0.001%
1/10/2025 ST Germain D J Co. Inc.2,869$282K0.0%+6.7%0.001%
1/10/2025 Wealth Enhancement Advisory Services LLC29,321$2.88M0.0%+1.9%0.010%
1/8/2025 First Hawaiian Bank20,201$1.98M0.1%-11.1%0.007%
1/8/2025 InvesTrust7,550$742K0.2%N/A0.003%
1/8/2025 Fulton Bank N.A.5,182$509K0.0%-6.8%0.002%
1/7/2025 Diversified Trust Co22,193$2.18M0.1%-17.0%0.008%
1/6/2025 Canandaigua National Bank & Trust Co.4,312$423K0.0%-2.4%0.001%
1/6/2025 Kings Path Partners LLC7,910$776K0.3%-41.1%0.003%
1/6/2025 Neville Rodie & Shaw Inc.18,150$1.78M0.1%+337.3%0.006%
1/6/2025 Nordea Investment Management AB2,180,504$215.00M0.2%+21.2%0.744%
1/3/2025 Central Pacific Bank Trust Division22,950$2.25M0.3%-4.0%0.008%
1/3/2025 Everence Capital Management Inc.9,590$941K0.1%-15.7%0.003%
1/3/2025 GAMMA Investing LLC3,202$314K0.0%+28.4%0.001%
1/3/2025 Versant Capital Management Inc730$72K0.0%+37.0%0.000%
12/19/2024Principal Financial Group Inc.346,252$30.63M0.0%+1.2%0.118%
12/13/2024B. Riley Wealth Advisors Inc.2,376$209K0.0%N/A0.001%
12/6/2024Retirement Systems of Alabama65,323$5.78M0.0%-1.7%0.022%
12/2/2024Inspire Trust Co. N.A.35,776$3.17M0.9%+5.9%0.012%
11/27/2024Franklin Resources Inc.3,366,549$306.12M0.1%+13.8%1.148%
11/26/2024Peapack Gladstone Financial Corp5,283$467K0.0%+2.0%0.002%
11/25/2024Synovus Financial Corp13,321$1.18M0.0%+10.3%0.005%
11/25/2024Tidal Investments LLC8,844$776K0.0%-5.8%0.003%
11/25/2024Wilmington Savings Fund Society FSB12,711$1.13M0.0%N/A0.004%
11/25/2024Sanctuary Advisors LLC14,700$1.43M0.0%+6.2%0.005%
11/25/2024Pine Valley Investments Ltd Liability Co8,113$718K0.0%-76.9%0.003%
11/22/2024Stock Yards Bank & Trust Co.9,526$843K0.0%-15.6%0.003%
11/19/2024M&T Bank Corp88,301$7.81M0.0%-2.6%0.030%
11/18/2024Teachers Retirement System of The State of Kentucky310,909$27.51M0.2%+1.6%0.106%
11/18/2024Toronto Dominion Bank155,219$13.73M0.0%-1.1%0.053%
11/18/2024Coldstream Capital Management Inc.4,514$404K0.0%+12.1%0.002%
11/16/2024Geode Capital Management LLC7,169,070$632.11M0.1%+0.6%2.446%
11/15/2024M&T Bank Corp88,301$7.81M0.0%-2.6%0.030%
11/15/2024Public Employees Retirement System of Ohio117,871$10.43M0.0%-10.4%0.040%
11/15/2024Groupama Asset Managment10,674$944K0.0%+22.0%0.004%
11/15/2024Nomura Asset Management Co. Ltd.91,247$8.07M0.0%+6.0%0.031%
11/15/2024Y Intercept Hong Kong Ltd12,234$1.08M0.1%-66.0%0.004%
11/15/2024MML Investors Services LLC11,236$994K0.0%+6.1%0.004%
11/15/2024First National Bank of Omaha37,555$3.32M0.2%-8.9%0.013%
11/15/2024XTX Topco Ltd5,595$495K0.0%-74.2%0.002%
11/15/2024iSAM Funds UK Ltd3,062$271K0.2%N/A0.001%
11/15/2024National Bank of Canada FI888,146$78.57M0.1%+99.4%0.303%
11/15/2024EP Wealth Advisors LLC3,480$308K0.0%N/A0.001%
11/15/2024Kovitz Investment Group Partners LLC52,674$4.32M0.0%N/A0.018%
11/15/2024Virtus Investment Advisers Inc.2,000$177K0.1%N/A0.001%
11/15/2024Voya Financial Advisors Inc.2,555$225K0.0%-20.5%0.001%
11/15/2024Wellington Management Group LLP518,697$45.89M0.0%+818.1%0.177%
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11/15/2024Worldquant Millennium Advisors LLC310,634$27.48M0.2%+68.2%0.106%
11/15/2024State Street Corp14,147,229$1.25B0.1%-0.2%4.826%
11/15/2024Stifel Financial Corp112,006$9.91M0.0%-0.5%0.038%
11/15/2024Safe Harbor Fiduciary LLC6,289$556K0.5%N/A0.002%
11/15/2024SageView Advisory Group LLC6,295$557K0.0%-3.2%0.002%
11/15/2024Quantinno Capital Management LP58,619$5.19M0.1%+35.1%0.020%
11/15/2024Royal London Asset Management Ltd.124,490$10.92M0.0%+2.8%0.042%
11/15/2024Prana Capital Management LP434,017$38.40M1.8%+26.4%0.148%
11/15/2024IHT Wealth Management LLC4,141$364K0.0%N/A0.001%
11/15/2024Integrated Wealth Concepts LLC7,051$624K0.0%-9.3%0.002%
(Data available from 1/1/2016 forward)

STT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STT shares?

During the previous two years, 883 institutional investors and hedge funds held shares of State Street. The most heavily invested institutionals were Vanguard Group Inc. ($2.86B), BlackRock Inc. ($1.96B), Dodge & Cox ($1.65B), State Street Corp ($1.25B), Bank of America Corp DE ($753.05M), Invesco Ltd. ($698.66M), and Geode Capital Management LLC ($632.11M).Learn more on STT's institutional investors.

What percentage of State Street stock is owned by institutional investors?

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

Which institutional investors have been buying State Street stock?

Of the 694 institutional investors that purchased State Street stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.90M), LSV Asset Management ($1.82M), AustralianSuper Pty Ltd ($1.72M), Metropolis Capital Ltd ($1.44M), Hotchkis & Wiley Capital Management LLC ($1.35M), Ameriprise Financial Inc. ($1.21M), and Ferguson Wellman Capital Management Inc. ($1.19M).

How much institutional buying is happening at State Street?

Institutional investors have bought a total of 46,519,417 shares in the last 24 months. This purchase volume represents approximately $3.57B in transactions.

Which State Street major shareholders have been selling company stock?

Of the 556 institutional investors that sold State Street stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($5.04M), Ameriprise Financial Inc. ($4.04M), Vanguard Group Inc. ($3.44M), Nordea Investment Management AB ($1.82M), Van ECK Associates Corp ($1.45M), Bank of America Corp DE ($1.41M), and Victory Capital Management Inc. ($1.20M).

How much institutional selling is happening at State Street?

Institutional investors have sold a total of 53,385,447 shares in the last 24 months. This volume of shares sold represents approximately $3.96B in transactions.



This page (NYSE:STT) was last updated on 1/21/2025 by MarketBeat.com Staff
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