STATE STREET CORP (STT) — Institutional Holders, Q2 2026 (page 13)
2,061 institutional investment managers reported a STT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $56.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,201 to 1,300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
STT 13F holders ranked 1,201–1,300 of 2,061
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | DEARBORN PARTNERS#1201 · 13,448 sh | 13,448 | $763.4K | 0.04% | 0.0% |
| 1202 | Legacy Financial Advisors#1202 · 4,460 sh | 4,460 | $756.4K | 0.09% | -19.4% |
| 1203 | SALEM INVESTMENT COUNSELORS#1203 · 6,460 sh | 6,460 | $750.6K | — | 0.0% |
| 1204 | Core Capital Management & Research#1204 · 4,000 sh | 4,000 | $748.5K | 0.39% | — |
| 1205 | Versant Capital Management#1205 · 4,571 sh | 4,571 | $748.2K | — | +15.9% |
| 1206 | Peoples Bank#1206 · 16,980 sh | 16,980 | $747.6K | — | -0.6% |
| 1207 | Clear Creek Financial Management#1207 · 10,561 sh | 10,561 | $744.7K | 0.05% | +2.3% |
| 1208 | Prime Capital Investment Advisors#1208 · 5,004 sh | 5,004 | $739.6K | — | -10.6% |
| 1209 | South Shore Capital Advisors#1209 · 10,755 sh | 10,755 | $738.7K | — | New |
| 1210 | BARTLETT & WEALTH MANAGEMENT#1210 · 9,754 sh | 9,754 | $737.0K | <0.01% | +6.7% |
| 1211 | FORBES J M & LLP#1211 · 4,269 sh | 4,269 | $724.0K | — | 0.0% |
| 1212 | KWB Wealth#1212 · 11,301 sh | 11,301 | $720.0K | — | +4.7% |
| 1213 | DENVER WEALTH MANAGEMENT#1213 · 6,412 sh | 6,412 | $718.7K | 0.21% | -12.0% |
| 1214 | Choate Investment Advisors#1214 · 4,852 sh | 4,852 | $718.3K | 0.01% | +51.1% |
| 1215 | Cascade Financial Partners#1215 · 16,313 sh | 16,313 | $718.3K | 0.06% | +0.3% |
| 1216 | Siemens Fonds Invest GmbH#1216 · 4,162 sh | 4,162 | $705.9K | 0.03% | +2.5% |
| 1217 | Verition Fund Management#1217 · 4,160 sh | 4,160 | $705.5K | <0.01% | -6.6% |
| 1218 | Iowa State Bank#1218 · 17,346 sh | 17,346 | $705.5K | — | 0.0% |
| 1219 | TEMA ETFS#1219 · 4,157 sh | 4,157 | $705.0K | — | +7.5% |
| 1220 | CERTUITY#1220 · 4,150 sh | 4,150 | $703.9K | 0.03% | +9.6% |
| 1221 | Oakmont Advisory Group#1221 · 15,918 sh | 15,918 | $702.1K | 0.59% | New |
| 1222 | Kovack Advisors#1222 · 10,857 sh | 10,857 | $700.9K | 0.03% | +17.3% |
| 1223 | Stokes Capital Advisors#1223 · 4,125 sh | 4,125 | $699.6K | — | +34.1% |
| 1224 | TIAA Wealth Investment Management#1224 · 4,152 sh | 4,152 | $699.2K | <0.01% | -2.5% |
| 1225 | of the South#1225 · 4,117 sh | 4,117 | $698.2K | — | 0.0% |
| 1226 | M3 Advisory Group#1226 · 6,091 sh | 6,091 | $696.7K | 0.36% | +0.5% |
| 1227 | Ascent Wealth Partners#1227 · 4,105 sh | 4,105 | $696.2K | — | 0.0% |
| 1228 | PATTEN & PATTEN#1228 · 15,799 sh | 15,799 | $695.6K | — | 0.0% |
| 1229 | Boltwood Capital Management#1229 · 15,749 sh | 15,749 | $693.4K | — | +0.9% |
| 1230 | Busey Wealth Management#1230 · 4,060 sh | 4,060 | $688.6K | — | -6.7% |
| 1231 | LIBERTY SQUARE WEALTH PARTNERS#1231 · 15,571 sh | 15,571 | $685.6K | 0.16% | +0.1% |
| 1232 | SUMMIT WEALTH & RETIREMENT PLANNING#1232 · 4,022 sh | 4,022 | $682.1K | 0.14% | -3.3% |
| 1233 | JAMES INVESTMENT RESEARCH#1233 · 15,486 sh | 15,486 | $681.8K | — | -1.6% |
| 1234 | EDMOND DE ROTHSCHILD HOLDING S.A.#1234 · 4,000 sh | 4,000 | $678.4K | <0.01% | 0.0% |
| 1235 | Asset Allocation Strategies#1235 · 15,376 sh | 15,376 | $677.0K | — | -2.2% |
| 1236 | Cornerstone National Bank#1236 · 15,294 sh | 15,294 | $675.7K | — | -0.5% |
| 1237 | Evanson Financial#1237 · 3,975 sh | 3,975 | $674.2K | — | — |
| 1238 | Trust Co#1238 · 15,275 sh | 15,275 | $672.6K | — | -3.8% |
| 1239 | MWA Asset Management#1239 · 3,963 sh | 3,963 | $672.0K | 0.30% | New |
| 1240 | CANANDAIGUA NATIONAL BANK#1240 · 3,947 sh | 3,947 | $669.4K | — | — |
| 1241 | CONDOR CAPITAL MANAGEMENT#1241 · 5,953 sh | 5,953 | $667.3K | 0.05% | -3.4% |
| 1242 | Fairway Wealth#1242 · 15,137 sh | 15,137 | $666.5K | 0.15% | +2.0% |
| 1243 | Burford Brothers#1243 · 15,127 sh | 15,127 | $666.0K | — | -0.5% |
| 1244 | Essex Savings Bank#1244 · 3,885 sh | 3,885 | $658.9K | — | 0.0% |
| 1245 | Great Lakes Retirement#1245 · 3,851 sh | 3,851 | $653.1K | — | -0.2% |
| 1246 | EntryPoint Capital#1246 · 3,851 sh | 3,851 | $653.1K | 0.16% | New |
| 1247 | Clear Point Advisors#1247 · 5,814 sh | 5,814 | $651.7K | 0.58% | -84.8% |
| 1248 | Strategic Financial Concepts#1248 · 13,382 sh | 13,382 | $649.3K | 0.19% | +1.2% |
| 1249 | Spahn Wealth & Retirement#1249 · 14,733 sh | 14,733 | $648.7K | 0.42% | -78.6% |
| 1250 | Systematic Alpha Investments#1250 · 3,798 sh | 3,798 | $644.1K | 0.02% | 0.0% |
| 1251 | WFA of San Diego#1251 · 15,448 sh | 15,448 | $643.7K | 0.53% | -11.6% |
| 1252 | SCS Capital Management#1252 · 5,732 sh | 5,732 | $642.6K | <0.01% | -1.7% |
| 1253 | Fifth Third Wealth Advisors#1253 · 3,782 sh | 3,782 | $641.4K | — | -2.8% |
| 1254 | Kure Advisory#1254 · 15,762 sh | 15,762 | $641.0K | — | 0.0% |
| 1255 | ALTFEST L J#1255 · 5,708 sh | 5,708 | $639.8K | 0.06% | -2.0% |
| 1256 | Stonebridge Financial Group#1256 · 5,705 sh | 5,705 | $639.5K | — | -99.1% |
| 1257 | CALDWELL SUTTER CAPITAL#1257 · 3,750 sh | 3,750 | $636.0K | 0.24% | 0.0% |
| 1258 | Sompo Asset Management , Ltd.#1258 · 3,720 sh | 3,720 | $630.9K | 0.10% | 0.0% |
| 1259 | Chesapeake Wealth Management#1259 · 14,312 sh | 14,312 | $630.2K | 0.18% | -9.8% |
| 1260 | Conservest Capital Advisors#1260 · 14,259 sh | 14,259 | $627.8K | 0.05% | +0.5% |
| 1261 | Independence Wealth Advisors#1261 · 14,244 sh | 14,244 | $627.1K | 0.31% | -2.3% |
| 1262 | Clarity Capital Advisors#1262 · 15,388 sh | 15,388 | $625.8K | 0.26% | 0.0% |
| 1263 | FSM Wealth Advisors#1263 · 11,285 sh | 11,285 | $620.6K | 0.07% | +12.6% |
| 1264 | Pines Wealth Management#1264 · 14,059 sh | 14,059 | $619.0K | — | +5.8% |
| 1265 | Keystone Wealth Services#1265 · 14,033 sh | 14,033 | $617.9K | 0.11% | +119.5% |
| 1266 | MPWM ADVISORY SOLUTIONS#1266 · 8,931 sh | 8,931 | $614.7K | 0.28% | +0.1% |
| 1267 | PARSONS CAPITAL MANAGEMENT#1267 · 3,622 sh | 3,622 | $614.3K | 0.03% | +20.3% |
| 1268 | Piscataqua Savings Bank#1268 · 3,638 sh | 3,638 | $611.8K | — | -3.5% |
| 1269 | Measured Wealth Private Client Group#1269 · 4,515 sh | 4,515 | $611.4K | 0.15% | -5.6% |
| 1270 | Mesirow Financial Investment Management#1270 · 3,593 sh | 3,593 | $609.4K | <0.01% | +0.2% |
| 1271 | Hirtle Callaghan#1271 · 13,787 sh | 13,787 | $607.0K | 0.02% | 0.0% |
| 1272 | RVW Wealth#1272 · 14,271 sh | 14,271 | $606.8K | — | 0.0% |
| 1273 | Everstar Asset Management#1273 · 3,560 sh | 3,560 | $603.8K | 0.29% | -56.5% |
| 1274 | Evercore Wealth Management#1274 · 3,545 sh | 3,545 | $601.2K | <0.01% | 0.0% |
| 1275 | Cullen Capital Management#1275 · 13,645 sh | 13,645 | $600.8K | <0.01% | -69.0% |
| 1276 | SMI Advisory Services#1276 · 14,684 sh | 14,684 | $600.7K | — | -70.1% |
| 1277 | TRITONPOINT WEALTH#1277 · 5,355 sh | 5,355 | $600.2K | — | 0.0% |
| 1278 | WESPAC Advisors#1278 · 13,516 sh | 13,516 | $595.1K | — | +12.8% |
| 1279 | Sequent Planning#1279 · 13,501 sh | 13,501 | $594.5K | 0.13% | +11.6% |
| 1280 | EAGLE HARBOR ASSET MANAGEMENT#1280 · 3,503 sh | 3,503 | $594.1K | — | -6.7% |
| 1281 | ADVISORS MANAGEMENT GROUP#1281 · 3,506 sh | 3,506 | $594.0K | 0.10% | -0.1% |
| 1282 | KDK Private Wealth Management#1282 · 5,296 sh | 5,296 | $593.6K | 0.49% | -1.0% |
| 1283 | Pavaki Capital Management#1283 · 3,500 sh | 3,500 | $593.6K | — | 0.0% |
| 1284 | HIGHLAND CAPITAL MANAGEMENT#1284 · 3,500 sh | 3,500 | $593.6K | — | 0.0% |
| 1285 | Advisors Capital Management#1285 · 5,294 sh | 5,294 | $593.4K | <0.01% | -2.0% |
| 1286 | Carnegie Lake Advisors#1286 · 3,490 sh | 3,490 | $592.0K | 0.22% | -8.9% |
| 1287 | Towneley Capital Management, / DE#1287 · 14,514 sh | 14,514 | $590.3K | — | +0.5% |
| 1288 | Raiffeisen Bank International AG#1288 · 3,468 sh | 3,468 | $590.2K | <0.01% | -26.2% |
| 1289 | Hanson & Doremus Investment Management#1289 · 3,480 sh | 3,480 | $590.0K | — | 0.0% |
| 1290 | FIRST COMMONWEALTH FINANCIAL#1290 · 14,379 sh | 14,379 | $584.8K | 0.08% | -20.5% |
| 1291 | ARGUS INVESTORS' COUNSEL#1291 · 3,438 sh | 3,438 | $583.1K | — | -0.4% |
| 1292 | AdvisorNet Financial#1292 · 8,917 sh | 8,917 | $582.8K | — | +18.3% |
| 1293 | Castleview Partners#1293 · 10,563 sh | 10,563 | $579.7K | — | +6.4% |
| 1294 | Crusonia Wealth Advisors#1294 · 5,148 sh | 5,148 | $577.0K | — | New |
| 1295 | United Asset Strategies#1295 · 13,054 sh | 13,054 | $574.8K | 0.04% | +34.2% |
| 1296 | Private Wealth Partners#1296 · 3,370 sh | 3,370 | $571.6K | — | 0.0% |
| 1297 | Tandem Wealth Advisors#1297 · 12,980 sh | 12,980 | $571.5K | 0.23% | +6.3% |
| 1298 | SYM FINANCIAL#1298 · 5,011 sh | 5,011 | $569.4K | — | +82.1% |
| 1299 | Ascent Group#1299 · 3,349 sh | 3,349 | $567.9K | 0.02% | +14.5% |
| 1300 | MontVue Capital Management#1300 · 12,738 sh | 12,738 | $560.8K | — | -2.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.