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All holdings

State Street

STT

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
4
In their latest 13F (Q3 2026)
See who
Value held
$995m
Combined value at quarter end
Last quarter
1 bought
3 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$169.60
+34.0% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+19.6%Q3 ’24
+10.9%Q4 ’24
-8.8%Q1 ’25
+18.8%Q2 ’25
+9.1%Q3 ’25
+11.2%Q4 ’25
-1.9%Q1 ’26
+34.0%Q2 ’26
Q3 ’24: +19.6%; Q4 ’24: +10.9%; Q1 ’25: -8.8%; Q2 ’25: +18.8%; Q3 ’25: +9.1%; Q4 ’25: +11.2%; Q1 ’26: -1.9%; Q2 ’26: +34.0%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

4Q4 ’23
4Q1 ’24
4Q2 ’24
4Q3 ’24
4Q4 ’24
4Q1 ’25
4Q2 ’25
4Q3 ’25
4Q4 ’25
4Q1 ’26
4Q2 ’26
0Q3 ’26
Q4 ’23: 4; Q1 ’24: 4; Q2 ’24: 4; Q3 ’24: 4; Q4 ’24: 4; Q1 ’25: 4; Q2 ’25: 4; Q3 ’25: 4; Q4 ’25: 4; Q1 ’26: 4; Q2 ’26: 4; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes State Street.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding State Street
Yacktman Asset Management1.9%$156m$156mAdded +1.2%53 qtrs
Harris Associates (Oakmark)1.1%$808m$808mTrimmed -22%53 qtrs
Davis Selected Advisers0.1%$25.1m$25.1mTrimmed -2.8%42 qtrs
Dodge & Cox0.0%$5.7m$5.7mTrimmed -99%53 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of State Street
Bought or soldFiling
3 Aug 2026Schaefer ElizabethSVP, Chief Accounting Officer▼ Sold500$181.19$91kForm 4
24 Jul 2026Hu W. BradfordEVP and Chief Risk Officer▼ Sold9,758$184.52$1.8mForm 4
21 Jul 2026O Hanley Ronald PChairman, CEO and President▼ Sold14,553$184.17$2.7mForm 4
21 Jul 2026Horgan Kathryn MExecutive Vice President▼ Sold5,523$184.17$1.0mForm 4

About the company

Sector
Financials · State Commercial Banks
Incorporated in
Massachusetts
Financial year ends
31 December
Shares outstanding
275m at 28 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$9.9bn2013
$10bn2015
$11bn2017
$12bn2019
$12bn2021
$12bn2023
$14bn2025
2013: $9.9bn; 2014: $10bn; 2015: $10bn; 2016: $10bn; 2017: $11bn; 2018: $12bn; 2019: $12bn; 2020: $12bn; 2021: $12bn; 2022: $12bn; 2023: $12bn; 2024: $13bn; 2025: $14bn
State Street revenue and net income by year
YearRevenueNet income
2025$14bn$2.9bn
2024$13bn$2.7bn
2023$12bn$1.9bn
2022$12bn$2.8bn
2021$12bn$2.7bn
2020$12bn$2.4bn
2019$12bn$2.2bn
2018$12bn$2.6bn
2017$11bn$2.2bn
2016$10bn$2.1bn
2015$10bn$2.0bn
2014$10bn$2.0bn
2013$9.9bn$2.0bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold State Street, from their latest N-PORT filings.

Funds holding State Street
AMG Yacktman FundYacktman Asset Management1.6%$119m30 Jun 2026