STT · Company research
State Street Corporation (STT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Inscription Capital, LLC | 1767868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9137 | 1549635 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Little Harbor Advisors, LLC | 1539639 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 216634 | 161775772 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38820 | 6583872 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HM PAYSON & CO | 928052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18570 | 3149433 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1766904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 582 | 434899 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 269693 | 201398280 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bridgewater Associates, LP | 1350694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99738 | 16915565 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20845 | 1731594 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| RIVERSEDGE ADVISORS, LLC | 1787663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1719 | 291542 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cox Capital Mgt LLC | 1748728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6762 | 1072859 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Laidlaw Wealth Management LLC | 1800608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3126 | 530170 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50046 | 37373187 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FAIRFIELD, BUSH & CO. | 1116247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 668 | 498889 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aspect Partners, LLC | 1985284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124 | 3155 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Parker Investment Management, LLC | 1672070 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 550192 | 104822678 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28653 | 4859549 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Resolute Wealth Strategies, LLC | 1973981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6546 | 4888029 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BAR HARBOR WEALTH MANAGEMENT | 1035463 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2392 | 405683 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1357 | 230147 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Summit Financial Wealth Advisors, LLC | 1632283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1679 | 284758 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Perennial Advisors, LLC | 1697360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1873 | 317661 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| UNIVEST FINANCIAL Corp | 102212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1491 | 252803 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Curbstone Financial Management Corp | 1608057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9950 | 1687520 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79130 | 59091910 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| INSPIRE TRUST CO, N.A. | 1993352 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130612 | 8824147 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13450 | 2562494 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3351 | 568330 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SENTINEL TRUST CO LBA | 1114739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30775 | 22982 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109 | 18486 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sompo Asset Management Co., Ltd. | 1533504 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3720 | 630912 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| IPG Investment Advisors LLC | 1602237 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11952 | 2027059 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BAROMETER CAPITAL MANAGEMENT INC. | 1536890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11000 | 1740750 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| R Squared Ltd | 1896148 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6176 | 1047450 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 16960 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 869367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6827 | 5097987 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Parkside Investments, LLC | 1706248 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109667 | 20893824 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 920441 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1050 | 178080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vestmark Advisory Solutions, Inc. | 1736982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1862 | 315775 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| McLaughlin Asset Management, Inc. | 2112239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1449 | 1082070 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Front Street Capital Management, Inc. | 1683182 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1360 | 1015470 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 8480 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2137 | 362351 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Safe Harbor Fiduciary, LLC | 2036114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21187 | 15821982 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2200 | 373120 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36635 | 6213242 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175 | 29680 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Western Pacific Wealth Management, LP | 1907320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6200 | 329282 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 785230 | 69005995 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40172 | 6780044 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allen Mooney & Barnes Investment Advisors LLC | 2001461 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21777 | 16262642 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Capital International, Inc./CA/ | 895213 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5898 | 1000301 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ALERUS FINANCIAL NA | 919458 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7498 | 1271661 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Waterway Wealth Management, LLC | 1992193 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2090 | 1560422 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Kennebec Savings Bank | 2043536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2113 | 1486157 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SHAYNE & JACOBS, LLC | 1484085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2053 | 348189 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4681 | 793898 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Hudson Value Partners, LLC | 1840501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23460 | 4469666 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61110 | 5548185 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6235 | 1057493 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rise Advisors, LLC | 1831316 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97371 | 5171367 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 903206 | 153183737 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 1802361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29595 | 22101 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| AMES NATIONAL CORP | 1132651 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24490 | 4665835 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dodge & Cox | 200217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33325 | 5651920 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| THAMES CAPITAL MANAGEMENT LLC | 1714267 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 337558 | 57249837 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Encore Global Management, LP | 2135356 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14000 | 2374400 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Investors Research Corp | 1730630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 118720 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Regent Peak Wealth Advisors LLC | 1803329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153565 | 23369555 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 255070 | 43259872 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 714191 | 533336413 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIRST COMMUNITY TRUST NA | 1130344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5820 | 353798 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ALM First Financial Advisors, LLC | 1950054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23473 | 17528932 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ESL Trust Services, LLC | 1785545 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20902 | 2487132 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITY HOLDING CO | 726854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5970 | 300768 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LEUTHOLD GROUP, LLC | 1170152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4537 | 699878 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| 10Elms LLP | 2056650 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4200 | 170814 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 2094379 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 182256 | 30910618 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2006218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11241 | 8394449 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CORRECT CAPITAL WEALTH MANAGEMENT | 1844835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11295 | 2151998 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10079 | 1709398 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.