# State Street (STT): value investors who own it | moatshark

4 value investors held State Street in their Q3 2026 13F, led by Yacktman Asset Management, Harris Associates (Oakmark), Davis Selected Advisers, Dodge &…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Yacktman Asset Management | 1.9% | $156m | Added +1.2% | 53 |
| Harris Associates (Oakmark) | 1.1% | $808m | Trimmed -22% | 53 |
| Davis Selected Advisers | 0.1% | $25.1m | Trimmed -2.8% | 42 |
| Dodge & Cox | 0.0% | $5.7m | Trimmed -99% | 53 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-03 | Schaefer Elizabeth | SVP, Chief Accounting Officer | Sold | 500 | $91k |
| 2026-07-24 | Hu W. Bradford | EVP and Chief Risk Officer | Sold | 9758 | $1.8m |
| 2026-07-21 | O HANLEY RONALD P | Chairman, CEO and President | Sold | 14553 | $2.7m |
| 2026-07-21 | Horgan Kathryn M | Executive Vice President | Sold | 5523 | $1.0m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| AMG Yacktman Fund | Yacktman Asset Management | 1.6% | $119m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/stt). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.