STATE STREET CORP (STT) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 2,061
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | RFG - Bristol Wealth Advisors#1401 · 6,704 sh | 6,704 | $431.2K | — | New |
| 1402 | Highview Capital Management#1402 · 10,541 sh | 10,541 | $428.7K | 0.12% | 0.0% |
| 1403 | Kidder Stephen W#1403 · 2,525 sh | 2,525 | $428.2K | 0.11% | 0.0% |
| 1404 | HOWLAND CAPITAL MANAGEMENT#1404 · 2,511 sh | 2,511 | $425.9K | — | 0.0% |
| 1405 | HOWE & RUSLING#1405 · 9,641 sh | 9,641 | $424.5K | 0.02% | +9.9% |
| 1406 | Centerpoint Advisors#1406 · 4,556 sh | 4,556 | $424.0K | 0.12% | -22.4% |
| 1407 | McMillan Office#1407 · 2,500 sh | 2,500 | $424.0K | 0.05% | 0.0% |
| 1408 | GABELLI & INVESTMENT ADVISERS#1408 · 2,500 sh | 2,500 | $424.0K | 0.06% | 0.0% |
| 1409 | MISSION WEALTH MANAGEMENT#1409 · 2,490 sh | 2,490 | $422.3K | — | +51.3% |
| 1410 | Alteri Wealth#1410 · 6,144 sh | 6,144 | $421.9K | 0.12% | +6.0% |
| 1411 | Silicon Valley Capital Partners#1411 · 2,481 sh | 2,481 | $420.8K | 0.03% | +0.6% |
| 1412 | HBW Advisory Services#1412 · 9,539 sh | 9,539 | $420.0K | — | -0.2% |
| 1413 | Intrua Financial#1413 · 3,740 sh | 3,740 | $419.3K | 0.04% | +2.4% |
| 1414 | CITY NATIONAL BANK OF FLORIDA#1414 · 2,441 sh | 2,441 | $414.0K | 0.17% | +1.4% |
| 1415 | Stegner Investment Associates#1415 · 10,178 sh | 10,178 | $413.9K | — | +8.9% |
| 1416 | TOEWS#1416 · 9,400 sh | 9,400 | $413.9K | 0.06% | New |
| 1417 | M.E. ALLISON#1417 · 9,391 sh | 9,391 | $413.5K | — | 0.0% |
| 1418 | Optiver Holding B.V.#1418 · 6,006 sh | 6,006 | $412.5K | <0.01% | -73.2% |
| 1419 | Cadia Private Client#1419 · 3,672 sh | 3,672 | $411.6K | 0.30% | 0.0% |
| 1420 | Pinnacle Wealth Management Advisory Group#1420 · 2,427 sh | 2,427 | $411.6K | — | +12.3% |
| 1421 | PARK NATIONAL#1421 · 9,335 sh | 9,335 | $410.9K | — | -46.1% |
| 1422 | Alta Wealth Advisors#1422 · 2,414 sh | 2,414 | $409.3K | 0.11% | +0.5% |
| 1423 | Oslo Pensjonsforsikring AS#1423 · 2,410 sh | 2,410 | $408.7K | — | -15.1% |
| 1424 | Roberts Wealth Advisors#1424 · 9,267 sh | 9,267 | $408.0K | — | -19.4% |
| 1425 | EFG International AG#1425 · 5,935 sh | 5,935 | $407.6K | <0.01% | 0.0% |
| 1426 | Hummer Financial Advisory Services#1426 · 2,400 sh | 2,400 | $407.0K | — | 0.0% |
| 1427 | Ameritas Investment Partners#1427 · 2,399 sh | 2,399 | $406.9K | 0.01% | -4.0% |
| 1428 | OFI INVEST ASSET MANAGEMENT#1428 · 2,729 sh | 2,729 | $404.8K | <0.01% | +24.0% |
| 1429 | Lantern Wealth Advisors#1429 · 9,950 sh | 9,950 | $404.7K | — | 0.0% |
| 1430 | Clear Harbor Asset Management#1430 · 2,370 sh | 2,370 | $402.0K | 0.02% | -29.4% |
| 1431 | TUCKER ASSET MANAGEMENT#1431 · 3,729 sh | 3,729 | $401.9K | 0.10% | +101.6% |
| 1432 | Revolve Wealth Partners#1432 · 5,851 sh | 5,851 | $401.8K | — | New |
| 1433 | ALPS ADVISORS#1433 · 2,366 sh | 2,366 | $401.3K | <0.01% | -99.8% |
| 1434 | PDS Planning#1434 · 2,366 sh | 2,366 | $401.3K | 0.02% | +5.9% |
| 1435 | DAVIDSON#1435 · 2,362 sh | 2,362 | $400.6K | — | -2.6% |
| 1436 | Valued Wealth Advisors#1436 · 8,818 sh | 8,818 | $398.7K | 0.14% | +0.1% |
| 1437 | Neo Ivy Capital Management#1437 · 2,361 sh | 2,361 | $398.4K | 0.09% | New |
| 1438 | CAPE COD FIVE CENTS SAVINGS BANK#1438 · 2,340 sh | 2,340 | $396.9K | 0.03% | — |
| 1439 | Morrissey Wealth Management#1439 · 9,713 sh | 9,713 | $396.4K | 0.25% | — |
| 1440 | KKM Financial#1440 · 3,425 sh | 3,425 | $396.1K | 0.05% | 0.0% |
| 1441 | LM Advisors#1441 · 2,337 sh | 2,337 | $396.0K | 0.05% | +294.8% |
| 1442 | LMR Partners LLP#1442 · 2,329 sh | 2,329 | $395.0K | <0.01% | New |
| 1443 | AlTi Global#1443 · 8,966 sh | 8,966 | $394.8K | <0.01% | New |
| 1444 | Freedom Investment Management#1444 · 3,514 sh | 3,514 | $393.9K | 0.11% | -38.7% |
| 1445 | PROFUND ADVISORS#1445 · 2,320 sh | 2,320 | $393.5K | 0.01% | -3.5% |
| 1446 | CSS#1446 · 8,920 sh | 8,920 | $392.7K | 0.02% | -63.2% |
| 1447 | Newbridge Financial Services Group#1447 · 5,404 sh | 5,404 | $392.1K | — | -1.4% |
| 1448 | Montz Harcus Wealth Management#1448 · 3,494 sh | 3,494 | $391.7K | — | +0.1% |
| 1449 | Van Cleef Asset Management#1449 · 2,300 sh | 2,300 | $390.1K | — | 0.0% |
| 1450 | Proficio Capital Partners#1450 · 2,291 sh | 2,291 | $388.6K | 0.01% | New |
| 1451 | Edge Wealth Management#1451 · 5,649 sh | 5,649 | $388.0K | — | 0.0% |
| 1452 | Synergy Financial Management#1452 · 8,788 sh | 8,788 | $386.9K | 0.04% | New |
| 1453 | HAZLETT, BURT & WATSON#1453 · 5,879 sh | 5,879 | $386.0K | 0.10% | 0.0% |
| 1454 | NBC SECURITIES#1454 · 7,100 sh | 7,100 | $384.1K | — | +26.9% |
| 1455 | Everhart Financial Group#1455 · 3,407 sh | 3,407 | $381.9K | — | -91.8% |
| 1456 | Frank, Rimerman Advisors#1456 · 2,250 sh | 2,250 | $381.6K | — | +3.9% |
| 1457 | Pictet North America Advisors SA#1457 · 5,520 sh | 5,520 | $379.1K | — | 0.0% |
| 1458 | Wellspring Financial Advisors#1458 · 367,706 sh | 367,706 | $378.6K | 0.02% | -0.5% |
| 1459 | Cornerstone Wealth Group#1459 · 2,230 sh | 2,230 | $378.2K | 0.02% | +8.5% |
| 1460 | Aureus Asset Management#1460 · 8,572 sh | 8,572 | $377.4K | 0.02% | -14.3% |
| 1461 | Robertson Stephens Wealth Management#1461 · 8,561 sh | 8,561 | $377.0K | — | 0.0% |
| 1462 | Round Rock Advisors#1462 · 2,217 sh | 2,217 | $376.0K | 0.05% | 0.0% |
| 1463 | MCDONALD PARTNERS#1463 · 4,829 sh | 4,829 | $375.9K | 0.09% | New |
| 1464 | Truvestments Capital#1464 · 2,437 sh | 2,437 | $375.6K | 0.06% | 0.0% |
| 1465 | Cerro Pacific Wealth Advisors#1465 · 2,208 sh | 2,208 | $374.4K | — | -12.9% |
| 1466 | BECKER CAPITAL MANAGEMENT#1466 · 2,206 sh | 2,206 | $374.1K | 0.01% | +5.3% |
| 1467 | HARBOUR INVESTMENT MANAGEMENT#1467 · 8,475 sh | 8,475 | $373.2K | 0.19% | -5.6% |
| 1468 | VSM Wealth Advisory#1468 · 8,453 sh | 8,453 | $372.2K | 0.10% | +5.6% |
| 1469 | Quarry#1469 · 2,186 sh | 2,186 | $370.7K | 0.03% | +507.2% |
| 1470 | Moment Partners#1470 · 3,300 sh | 3,300 | $369.9K | 0.07% | 0.0% |
| 1471 | THOROUGHBRED FINANCIAL SERVICES#1471 · 2,164 sh | 2,164 | $367.0K | 0.02% | +2.2% |
| 1472 | Pinnacle Wealth Planning Services#1472 · 3,356 sh | 3,356 | $366.2K | 0.03% | +0.8% |
| 1473 | TOWER BRIDGE ADVISORS#1473 · 2,150 sh | 2,150 | $364.6K | 0.03% | -1.1% |
| 1474 | Headlands Technologies#1474 · 8,271 sh | 8,271 | $364.2K | 0.04% | +333.9% |
| 1475 | Trail Ridge Investment Advisors#1475 · 3,242 sh | 3,242 | $363.4K | — | -4.9% |
| 1476 | BSW Wealth Partners#1476 · 2,141 sh | 2,141 | $363.1K | 0.04% | +11.6% |
| 1477 | Livforsakringsbolaget Skandia, Omsesidigt#1477 · 2,127 sh | 2,127 | $360.6K | — | 0.0% |
| 1478 | Essex#1478 · 8,189 sh | 8,189 | $360.6K | — | +14.2% |
| 1479 | IMZ Advisory#1479 · 8,152 sh | 8,152 | $358.9K | 0.11% | -9.8% |
| 1480 | MRA Advisory Group#1480 · 5,182 sh | 5,182 | $355.9K | — | -0.9% |
| 1481 | Keudell/Morrison Wealth Management#1481 · 3,171 sh | 3,171 | $355.4K | — | 0.0% |
| 1482 | Arlington#1482 · 5,165 sh | 5,165 | $354.7K | — | -25.0% |
| 1483 | Wealth Advisory Solutions#1483 · 8,043 sh | 8,043 | $354.1K | — | -11.9% |
| 1484 | Bridgewater Advisors#1484 · 1,923 sh | 1,923 | $353.2K | 0.02% | -1.1% |
| 1485 | BURNS J W#1485 · 2,080 sh | 2,080 | $352.8K | — | -1.0% |
| 1486 | ASAHI LIFE ASSET MANAGEMENT , LTD.#1486 · 2,080 sh | 2,080 | $352.8K | 0.20% | New |
| 1487 | Kaizen Financial Strategies#1487 · 7,973 sh | 7,973 | $352.2K | — | -57.9% |
| 1488 | Cypress Wealth Services#1488 · 5,119 sh | 5,119 | $351.5K | — | -0.4% |
| 1489 | Cheviot Value Management#1489 · 2,069 sh | 2,069 | $350.9K | 0.04% | 0.0% |
| 1490 | ARS Investment Partners#1490 · 8,579 sh | 8,579 | $348.9K | 0.02% | 0.0% |
| 1491 | SHAYNE & JACOBS#1491 · 2,053 sh | 2,053 | $348.2K | — | -52.9% |
| 1492 | Directional Asset Management#1492 · 5,027 sh | 5,027 | $345.2K | — | +8.9% |
| 1493 | SPINNAKER#1493 · 7,827 sh | 7,827 | $344.6K | 0.02% | 0.0% |
| 1494 | Onyx Bridge Wealth Group#1494 · 3,074 sh | 3,074 | $344.5K | — | -72.8% |
| 1495 | Goldstein Advisors#1495 · 3,060 sh | 3,060 | $343.0K | — | 0.0% |
| 1496 | Fidelis Capital Partners#1496 · 2,021 sh | 2,021 | $342.8K | 0.02% | New |
| 1497 | Spartan Wealth Advisory Services#1497 · 7,765 sh | 7,765 | $341.9K | 0.03% | New |
| 1498 | Interchange Capital Partners#1498 · 2,008 sh | 2,008 | $340.6K | 0.06% | New |
| 1499 | CFS Investment Advisory Services#1499 · 1,989 sh | 1,989 | $339.5K | — | -0.2% |
| 1500 | KLCM Advisors#1500 · 2,000 sh | 2,000 | $339.2K | 0.03% | 0.0% |
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.