State Street Ownership | Who Owns State Street?

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State Street Ownership Summary

State Street is owned by 85.73% institutional investors, 0.41% insiders, and 13.86% retail investors. Vanguard group is the largest institutional shareholder, holding 12.40% of STT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.05% of its assets in State Street shares.

STT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	State Street	85.73%	0.41%	13.86%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	37.43M	12.40%	$2.77B
Blackrock	24.74M	8.19%	$1.83B
State street	14.17M	4.69%	$1.05B
Dodge & cox	12.91M	4.28%	$955.69M
Jpmorgan chase	8.96M	2.97%	$662.99M
Harris associates l p	7.22M	2.39%	$534.58M
Geode capital management	7.13M	2.36%	$526.04M
Invesco	7.03M	2.33%	$520.06M
Capital investors	5.51M	1.83%	$407.72M
Lsv asset management	5.28M	1.75%	$390.90M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Tam capital management	1.02M	45.27%	$75.42M
Metropolis capital	4.12M	11.17%	$305.24M
Davis asset management	1.20M	3.99%	$88.80M
Coho partners	1.24M	3.20%	$91.80M
Pensioenfonds rail & ov	470.13K	2.61%	$34.79M
Kiltearn partners llp	282.60K	2.54%	$20.91M
Cooke & bieler lp	3.55M	2.53%	$262.79M
Yacktman asset management lp	3.22M	2.24%	$238.53M
Apricus wealth	41.30K	2.18%	$3.06M
Allied investment advisors	117.28K	2.04%	$8.68M

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	3.35M	0.04%	2.07M
Fmr	5.28M	0.03%	1.96M
Norges bank	1.67M	0.02%	1.67M
Hotchkis & wiley capital management	4.46M	1.15%	1.51M
Balyasny asset management	1.51M	0.20%	1.51M

Top Sellers

Holder	Shares	% Assets	Change
Dodge & cox	12.91M	0.57%	-6.13M
Ninety one uk	-	-	-1.83M
Capital investors	5.51M	0.08%	-1.12M
Qube research	807.50K	0.09%	-721.94K
Sg americas securities	192.59K	0.08%	-542.54K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.67M	0.02%	1.67M	$123.85M
Todd asset management	282.48K	0.43%	282.48K	$20.90M
Fjarde ap-fonden (the fourth swedish national pensionfund)	91.72K	0.08%	91.72K	$6.79M
Corebridge financial	76.97K	0.03%	76.97K	$5.70M
Neo ivy capital management	50.18K	0.73%	50.18K	$3.71M

Sold Out

Holder	Change
Org partners	-5.00
Tfo-tdc	-5.00
Creekmur asset management	-8.00
Gradient investments	-9.00
Colonial trust advisors	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	939	0.75%	254,921,122	-6.01%	85	1.05%	366	1.10%	365	3.99%
Jun 30, 2024	917	-2.96%	271,052,742	1.78%	89	1.15%	358	-13.94%	348	4.19%
Mar 31, 2024	945	1.94%	266,311,269	0.59%	88	1.31%	416	11.53%	334	-10.22%
Dec 31, 2023	927	7.04%	264,751,953	-1.99%	82	1.10%	373	15.12%	372	11.71%
Sep 30, 2023	866	-0.69%	270,123,985	-6.11%	86	1.13%	324	10.20%	333	-13.28%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	8.94M	3.05%	-29.44K
Vanguard Institutional 500 Index Trust	7.91M	2.70%	91.44K
Dodge & Cox Stock I	7.40M	2.51%	-2.30M
Vanguard Mid Cap Index Institutional	6.02M	2.05%	10.81K
Oakmark Investor	5.22M	1.77%	296.90K
Fidelity 500 Index	3.67M	1.25%	-40.51K
SPDR® S&P 500® ETF Trust	3.62M	1.24%	1.23K
iShares Core S&P 500 ETF	3.32M	1.13%	5.10K
Capital Group American Mutual Comp	3.29M	1.12%	-1.92K
American Funds American Mutual A	3.29M	1.12%	-1.92K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 25, 2024	Horgan Kathryn M	Executive Vice President	Sell	$1.22M
Nov 25, 2024	Fogarty Ann	Executive Vice President	Sell	$146.96K
Nov 18, 2024	Milrod Donna M	Executive Vice President	Sell	$9.63K
Mar 08, 2023	Meaney William L	-	Buy	$865.90
Jun 14, 2024	Meaney William L	-	Buy	$1.77K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	6
2024 Q3	-	5
2024 Q2	-	5
2024 Q1	-	4
2023 Q4	-	4

STT Ownership FAQ

Who Owns State Street?

State Street shareholders are primarily institutional investors at 85.73%, followed by 0.41% insiders and 13.86% retail investors. The average institutional ownership in State Street's industry, Asset Management Stocks, is 41.71%, which State Street exceeds.

Who owns the most shares of State Street?

State Street’s largest shareholders are Vanguard group (37.43M shares, 12.40%), Blackrock (24.74M shares, 8.19%), and State street (14.17M shares, 4.69%). Together, they hold 25.28% of State Street’s total shares outstanding.

Does Blackrock own State Street?

Yes, BlackRock owns 8.19% of State Street, totaling 24.74M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.83B$. In the last quarter, BlackRock increased its holdings by 265.17K shares, a 1.08% change.

Who is State Street’s biggest shareholder by percentage of total assets invested?

Tam capital management is State Street’s biggest shareholder by percentage of total assets invested, with 45.27% of its assets in 1.02M State Street shares, valued at 75.42M$.

Who is the top mutual fund holder of State Street shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of State Street shares, with 3.05% of its total shares outstanding invested in 8.94M State Street shares.

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