STT Institutional Holdings
State Street Corporation · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $4.5B
VANGUARD PORTFOLIO MANAGEMENT LLC $2.0B
HSBC HOLDINGS PLC $436M
VANGUARD FIDUCIARY TRUST CO $197M
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC $178M
↑ Increased (5)
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +203081.5%
IFM Investors Pty Ltd +107510.4%
Phillip James Consulting Co. +103233.3%
BOWEN HANES & CO INC +97996.1%
Daiwa Securities Group Inc. +68171.1%
↓ Decreased (5)
WestEnd Advisors, LLC -100.0%
Raleigh Capital Management Inc. -100.0%
SOA Wealth Advisors, LLC. -100.0%
Y.D. More Investments Ltd -100.0%
Nvest Wealth Strategies, Inc. -100.0%
↓ Exited Positions (5)
VANGUARD GROUP INC $4.7B
National Mutual Insurance Federation of Agricultural Cooperatives $765M
TEXAS PERMANENT SCHOOL FUND CORP $692M
MENORA MIVTACHIM HOLDINGS LTD. $591M
PNC Financial Services Group, Inc. $573M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | MORGAN STANLEY | 49.0M | $5.4B |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 35.3M | $4.5B |
| 3 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | 31.6M | $4.0B |
| 4 | LPL Financial LLC | 40.0M | $3.9B |
| 5 | GOLDMAN SACHS GROUP INC | 35.1M | $3.7B |
| 6 | BlackRock, Inc. | 24.1M | $3.0B |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.1M | $2.0B |
| 8 | Financial Engines Advisors L.L.C. | 17.4M | $1.7B |
| 9 | STATE STREET CORP | 13.4M | $1.7B |
| 10 | FMR LLC | 13.4M | $1.6B |
| 11 | BARCLAYS PLC | 18.4M | $1.6B |
| 12 | Kedalion Capital Management LLP | 17.9M | $1.4B |
| 13 | JPMORGAN CHASE & CO | 12.2M | $1.3B |
| 14 | AMERIPRISE FINANCIAL INC | 12.0M | $1.2B |
| 15 | Allworth Financial LP | 12.4M | $1.2B |
| 16 | Invesco Ltd. | 7.8M | $992M |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 7.7M | $976M |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 9.0M | $892M |
| 19 | HARRIS ASSOCIATES L P | 6.1M | $778M |
| 20 | Horizon Investments, LLC | 6.4M | $630M |
| 21 | Savant Capital, LLC | 6.5M | $613M |
| 22 | UBS Group AG | 5.4M | $582M |
| 23 | FRANKLIN RESOURCES INC | 4.3M | $543M |
| 24 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 4.2M | $536M |
| 25 | NORTHERN TRUST CORP | 4.2M | $529M |
| 26 | BANK OF AMERICA CORP /DE/ | 4.7M | $508M |
| 27 | Valmark Advisers, Inc. | 4.9M | $478M |
| 28 | RAYMOND JAMES FINANCIAL INC | 4.7M | $475M |
| 29 | Dodge & Cox | 3.5M | $443M |
| 30 | HSBC HOLDINGS PLC | 3.6M | $436M |
| 31 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 4.3M | $417M |
| 32 | DIMENSIONAL FUND ADVISORS LP | 3.1M | $393M |
| 33 | Dynasty Wealth Management, LLC | 3.8M | $374M |
| 34 | WELLS FARGO & COMPANY/MN | 3.7M | $372M |
| 35 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.9M | $361M |
| 36 | Quotient Wealth Partners, LLC | 3.7M | $360M |
| 37 | ROYAL BANK OF CANADA | 3.5M | $359M |
| 38 | NORDEA INVESTMENT MANAGEMENT AB | 2.9M | $356M |
| 39 | FIRST TRUST ADVISORS LP | 2.8M | $351M |
| 40 | Kestra Investment Management, LLC | 3.6M | $350M |
| 41 | American Family Investments, Inc. | 3.6M | $341M |
| 42 | Orgel Wealth Management, LLC | 3.4M | $336M |
| 43 | AEGON ASSET MANAGEMENT UK Plc | 3.8M | $335M |
| 44 | Cetera Investment Advisers | 3.1M | $309M |
| 45 | AE Wealth Management LLC | 3.1M | $308M |
| 46 | Advisory Alpha, LLC | 3.0M | $289M |
| 47 | Metropolis Capital Ltd | 2.3M | $285M |
| 48 | Bank of New York Mellon Corp | 2.4M | $283M |
| 49 | CWM, LLC | 2.8M | $276M |
| 50 | Willis Johnson & Associates, Inc. | 2.8M | $273M |
| 51 | Legal & General Group Plc | 2.1M | $263M |
| 52 | TRUIST FINANCIAL CORP | 2.7M | $262M |
| 53 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $255M |
| 54 | HB Wealth Management, LLC | 2.8M | $253M |
| 55 | VICTORY CAPITAL MANAGEMENT INC | 2.0M | $249M |
| 56 | HighTower Advisors, LLC | 2.5M | $245M |
| 57 | Corient Private Wealth LLC | 2.2M | $233M |
| 58 | OSAIC HOLDINGS, INC. | 2.3M | $230M |
| 59 | AQR CAPITAL MANAGEMENT LLC | 1.8M | $218M |
| 60 | FOUNDERS FINANCIAL SECURITIES LLC | 2.1M | $218M |
| 61 | Private Advisor Group, LLC | 2.2M | $216M |
| 62 | NorthRock Partners, LLC | 2.2M | $215M |
| 63 | NORGES BANK | 2.3M | $208M |
| 64 | Connecticut Wealth Management, LLC | 2.1M | $207M |
| 65 | Alaska Permanent Fund Corp | 1.6M | $205M |
| 66 | Equitable Holdings, Inc. | 4.7M | $198M |
| 67 | VANGUARD FIDUCIARY TRUST CO | 1.6M | $197M |
| 68 | STIFEL FINANCIAL CORP | 1.9M | $192M |
| 69 | SCS Capital Management LLC | 1.9M | $190M |
| 70 | Klaas Financial Asset Advisors, LLC | 2.5M | $189M |
| 71 | DIVERSIFY WEALTH MANAGEMENT, LLC | 1.7M | $186M |
| 72 | Newport Trust Company, LLC | 1.4M | $181M |
| 73 | Independent Advisor Alliance | 1.8M | $181M |
| 74 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.8M | $178M |
| 75 | DEUTSCHE BANK AG\ | 1.3M | $170M |
| 76 | Gerber Kawasaki Wealth & Investment Management | 1.7M | $169M |
| 77 | FEDERATED HERMES, INC. | 1.3M | $166M |
| 78 | COMMONWEALTH EQUITY SERVICES, LLC | 1.6M | $159M |
| 79 | Kingsview Wealth Management, LLC | 1.6M | $159M |
| 80 | Sageworth Trust Co | 229K | $149M |
| 81 | Mariner, LLC | 1.5M | $148M |
| 82 | Focused Wealth Management, Inc | 1.5M | $147M |
| 83 | Robeco Institutional Asset Management B.V. | 1.1M | $144M |
| 84 | OLD NATIONAL BANCORP /IN/ | 1.5M | $142M |
| 85 | CoreCap Advisors, LLC | 1.4M | $141M |
| 86 | JONES FINANCIAL COMPANIES LLLP | 1.3M | $138M |
| 87 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.4M | $138M |
| 88 | Nuveen, LLC | 1.1M | $138M |
| 89 | PRUDENTIAL FINANCIAL INC | 1.4M | $137M |
| 90 | Octavia Wealth Advisors, LLC | 1.4M | $136M |
| 91 | HighPoint Advisor Group LLC | 1.3M | $135M |
| 92 | BENJAMIN EDWARDS INC | 1.4M | $135M |
| 93 | VOYA INVESTMENT MANAGEMENT LLC | 1.0M | $132M |
| 94 | Amundi | 1.0M | $132M |
| 95 | Syntegra Private Wealth Group, LLC | 1.3M | $130M |
| 96 | Caisse de depot et placement du Quebec | 1.0M | $129M |
| 97 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.0M | $128M |
| 98 | FLAGSHIP HARBOR ADVISORS, LLC | 1.3M | $127M |
| 99 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 979K | $124M |
| 100 | BANK OF MONTREAL /CAN/ | 980K | $123M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09