STATE STREET CORP (STT) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 2,061
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | Bison Wealth#1601 · 1,498 sh | 1,498 | $263.6K | — | -0.5% |
| 1602 | Madden Advisory Services#1602 · 5,982 sh | 5,982 | $263.4K | 0.09% | -0.9% |
| 1603 | Sentinus#1603 · 1,551 sh | 1,551 | $263.1K | 0.02% | New |
| 1604 | Petros Family Wealth#1604 · 5,974 sh | 5,974 | $263.0K | 0.16% | +2.9% |
| 1605 | Miller Global Investments#1605 · 1,550 sh | 1,550 | $262.9K | — | 0.0% |
| 1606 | Straight Path Wealth Management#1606 · 5,965 sh | 5,965 | $262.6K | — | New |
| 1607 | Dynamic Advisor Solutions#1607 · 5,947 sh | 5,947 | $261.9K | — | New |
| 1608 | CATHY PARETO & ASSOCIATES#1608 · 1,541 sh | 1,541 | $261.4K | — | New |
| 1609 | WOODMONT INVESTMENT COUNSEL#1609 · 5,934 sh | 5,934 | $261.3K | 0.01% | 0.0% |
| 1610 | LAFFER TENGLER INVESTMENTS#1610 · 3,800 sh | 3,800 | $261.0K | 0.03% | 0.0% |
| 1611 | Smith & Howard Wealth Management#1611 · 6,411 sh | 6,411 | $260.7K | — | 0.0% |
| 1612 | CHAPIN DAVIS#1612 · 3,790 sh | 3,790 | $260.3K | — | 0.0% |
| 1613 | WRAPMANAGER#1613 · 2,321 sh | 2,321 | $260.2K | 0.08% | 0.0% |
| 1614 | WEALTHGARDEN F.S.#1614 · 6,387 sh | 6,387 | $259.8K | 0.15% | -2.5% |
| 1615 | S-Bank Fund Management Ltd#1615 · 1,530 sh | 1,530 | $259.5K | 0.04% | New |
| 1616 | Cache Advisors#1616 · 2,300 sh | 2,300 | $257.8K | — | 0.0% |
| 1617 | Sharkey, Howes & Javer#1617 · 6,324 sh | 6,324 | $257.2K | — | 0.0% |
| 1618 | Fortis Advisors#1618 · 1,516 sh | 1,516 | $257.1K | 0.12% | New |
| 1619 | VISIONARY HORIZONS#1619 · 1,514 sh | 1,514 | $256.8K | — | New |
| 1620 | NORTHEAST INVESTMENT MANAGEMENT#1620 · 1,513 sh | 1,513 | $256.6K | <0.01% | -20.9% |
| 1621 | Ameliora Wealth Management Ltd.#1621 · 3,730 sh | 3,730 | $256.2K | — | 0.0% |
| 1622 | Pacific Center for Financial Services#1622 · 5,760 sh | 5,760 | $253.6K | — | +0.3% |
| 1623 | Turning Point Benefit Group#1623 · 5,738 sh | 5,738 | $252.8K | 0.11% | New |
| 1624 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#1624 · 5,731 sh | 5,731 | $252.3K | 0.01% | +7.0% |
| 1625 | L2 Asset Management#1625 · 1,486 sh | 1,486 | $252.0K | 0.03% | New |
| 1626 | DOVER ADVISORS#1626 · 6,238 sh | 6,238 | $251.7K | 0.10% | -7.7% |
| 1627 | EverSource Wealth Advisors#1627 · 2,383 sh | 2,383 | $251.3K | <0.01% | -80.3% |
| 1628 | SHELTON CAPITAL MANAGEMENT#1628 · 1,479 sh | 1,479 | $250.8K | <0.01% | New |
| 1629 | Groupe la Francaise#1629 · 1,475 sh | 1,475 | $250.2K | <0.01% | -8.7% |
| 1630 | Tyche Wealth Partners#1630 · 5,671 sh | 5,671 | $249.7K | 0.04% | -0.5% |
| 1631 | Thrive Capital Management#1631 · 2,222 sh | 2,222 | $249.1K | 0.05% | -6.0% |
| 1632 | SEARLE#1632 · 3,600 sh | 3,600 | $247.2K | 0.06% | 0.0% |
| 1633 | PERRYMAN FINANCIAL ADVISORY#1633 · 2,134 sh | 2,134 | $246.8K | — | -13.2% |
| 1634 | TFB Advisors#1634 · 5,594 sh | 5,594 | $246.3K | 0.11% | +0.8% |
| 1635 | COMMUNITY & INVESTMENT#1635 · 5,578 sh | 5,578 | $245.6K | — | 0.0% |
| 1636 | Vilga Financial Planning#1636 · 5,576 sh | 5,576 | $245.5K | — | +3.7% |
| 1637 | Pinnacle Bancorp#1637 · 1,591 sh | 1,591 | $244.1K | — | 0.0% |
| 1638 | Waterfront Wealth#1638 · 3,581 sh | 3,581 | $243.8K | 0.04% | 0.0% |
| 1639 | Somerset#1639 · 2,172 sh | 2,172 | $243.5K | — | -3.0% |
| 1640 | Henson-Edgewater Management#1640 · 2,195 sh | 2,195 | $243.0K | 0.13% | 0.0% |
| 1641 | Quotient Wealth Partners#1641 · 1,432 sh | 1,432 | $242.9K | <0.01% | New |
| 1642 | DeLarme Wealth Management#1642 · 5,500 sh | 5,500 | $242.2K | 0.14% | +1.8% |
| 1643 | Shah Wealth Advisors#1643 · 1,421 sh | 1,421 | $241.0K | 0.06% | — |
| 1644 | RIA Advisory Group#1644 · 3,502 sh | 3,502 | $240.5K | — | New |
| 1645 | Advance Capital Management#1645 · 2,140 sh | 2,140 | $239.9K | <0.01% | +0.1% |
| 1646 | OmniStar Financial Group#1646 · 1,412 sh | 1,412 | $239.5K | — | New |
| 1647 | JACKSON THORNTON WEALTH MANAGEMENT#1647 · 1,411 sh | 1,411 | $239.3K | 0.02% | New |
| 1648 | KENNEDY CAPITAL MANAGEMENT#1648 · 1,409 sh | 1,409 | $239.0K | <0.01% | New |
| 1649 | CAPSTONE WEALTH MANAGEMENT GROUP#1649 · 2,125 sh | 2,125 | $238.2K | 0.08% | 0.0% |
| 1650 | FRANKLIN STREET ADVISORS#1650 · 1,400 sh | 1,400 | $237.4K | — | New |
| 1651 | VERUS CAPITAL PARTNERS#1651 · 5,381 sh | 5,381 | $236.9K | 0.01% | -5.4% |
| 1652 | SmartHarvest Portfolios#1652 · 1,390 sh | 1,390 | $235.8K | — | New |
| 1653 | EWA#1653 · 1,386 sh | 1,386 | $235.1K | 0.04% | New |
| 1654 | CHAPMAN FINANCIAL GROUP#1654 · 5,775 sh | 5,775 | $234.9K | — | 0.0% |
| 1655 | Lee-Kelleher Wealth Management#1655 · 2,092 sh | 2,092 | $234.5K | — | 0.0% |
| 1656 | WILLIAM BLAIR INVESTMENT MANAGEMENT#1656 · 1,379 sh | 1,379 | $233.9K | <0.01% | -24.5% |
| 1657 | Sincerus Advisory#1657 · 3,402 sh | 3,402 | $233.7K | — | +1.6% |
| 1658 | Range Advisory#1658 · 1,375 sh | 1,375 | $233.3K | 0.03% | New |
| 1659 | Planned Solutions#1659 · 1,375 sh | 1,375 | $233.2K | — | New |
| 1660 | Advyzon Investment Management#1660 · 5,273 sh | 5,273 | $232.1K | 0.02% | -2.2% |
| 1661 | Rooted Wealth Advisors#1661 · 5,261 sh | 5,261 | $231.6K | 0.06% | +0.8% |
| 1662 | Ledyard National Bank#1662 · 1,365 sh | 1,365 | $231.5K | — | New |
| 1663 | BROWN, LISLE/CUMMINGS#1663 · 1,443 sh | 1,443 | $230.4K | — | +2.6% |
| 1664 | AlphaGrep UK Ltd#1664 · 1,357 sh | 1,357 | $230.1K | 0.07% | -56.5% |
| 1665 | Forum Private Client Group#1665 · 2,052 sh | 2,052 | $230.0K | 0.07% | New |
| 1666 | Prasad Wealth Partners#1666 · 5,199 sh | 5,199 | $228.9K | 0.06% | -2.8% |
| 1667 | Basepoint Wealth#1667 · 3,653 sh | 3,653 | $228.3K | 0.13% | +0.8% |
| 1668 | IF Advisors#1668 · 5,148 sh | 5,148 | $226.7K | 0.15% | New |
| 1669 | Resolute Advisors#1669 · 1,331 sh | 1,331 | $225.7K | 0.05% | New |
| 1670 | Brand Asset Management Group#1670 · 5,101 sh | 5,101 | $224.6K | 0.05% | +3.1% |
| 1671 | Balboa Wealth Partners#1671 · 1,324 sh | 1,324 | $224.6K | — | New |
| 1672 | 49 WEALTH MANAGEMENT#1672 · 5,097 sh | 5,097 | $224.4K | 0.04% | New |
| 1673 | ALONGSIDE#1673 · 5,097 sh | 5,097 | $224.4K | 0.04% | — |
| 1674 | GRIMES & WEALTH MANAGEMENT#1674 · 2,000 sh | 2,000 | $224.2K | <0.01% | New |
| 1675 | FUKOKU MUTUAL LIFE INSURANCE#1675 · 1,318 sh | 1,318 | $223.5K | 0.01% | New |
| 1676 | Caerus Investment Advisors#1676 · 1,318 sh | 1,318 | $223.5K | 0.07% | New |
| 1677 | KFG WEALTH MANAGEMENT#1677 · 5,076 sh | 5,076 | $223.5K | — | -3.8% |
| 1678 | FCA#1678 · 1,989 sh | 1,989 | $222.9K | 0.05% | New |
| 1679 | Total Clarity Wealth Management#1679 · 3,246 sh | 3,246 | $222.9K | — | New |
| 1680 | Graves-Light Private Wealth Management#1680 · 1,314 sh | 1,314 | $222.9K | — | New |
| 1681 | Evergreen Wealth Solutions#1681 · 4,926 sh | 4,926 | $222.2K | 0.01% | New |
| 1682 | 4WEALTH ADVISORS#1682 · 2,002 sh | 2,002 | $221.5K | — | New |
| 1683 | CONNING#1683 · 1,305 sh | 1,305 | $221.3K | <0.01% | New |
| 1684 | LRI Investments#1684 · 3,021 sh | 3,021 | $220.9K | 0.02% | -0.5% |
| 1685 | Strid Group#1685 · 1,300 sh | 1,300 | $220.5K | 0.02% | New |
| 1686 | D'Orazio & Associates#1686 · 1,298 sh | 1,298 | $220.1K | 0.03% | New |
| 1687 | Ronald Blue#1687 · 2,607 sh | 2,607 | $219.8K | — | -16.0% |
| 1688 | Williams Jones Wealth Management#1688 · 4,000 sh | 4,000 | $219.5K | <0.01% | 0.0% |
| 1689 | S Harris Financial Group#1689 · 1,292 sh | 1,292 | $219.1K | 0.17% | New |
| 1690 | NewEdge Wealth#1690 · 4,950 sh | 4,950 | $218.0K | <0.01% | -76.8% |
| 1691 | PENSION & WEALTH MANAGEMENT ADVISORS#1691 · 1,393 sh | 1,393 | $216.5K | — | 0.0% |
| 1692 | Mission Financial Group#1692 · 1,277 sh | 1,277 | $216.5K | — | — |
| 1693 | Worth Financial Advisory Group#1693 · 3,927 sh | 3,927 | $215.5K | — | New |
| 1694 | Kentucky#1694 · 1,270 sh | 1,270 | $215.4K | — | 0.0% |
| 1695 | EVOLVE PRIVATE WEALTH#1695 · 1,267 sh | 1,267 | $214.9K | 0.01% | -83.7% |
| 1696 | LOS ANGELES CAPITAL MANAGEMENT#1696 · 1,264 sh | 1,264 | $214.4K | <0.01% | +20.7% |
| 1697 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#1697 · 1,912 sh | 1,912 | $214.3K | 0.02% | New |
| 1698 | Destination Wealth Management#1698 · 1,261 sh | 1,261 | $213.9K | <0.01% | New |
| 1699 | CFM WEALTH PARTNERS#1699 · 3,112 sh | 3,112 | $213.7K | 0.03% | New |
| 1700 | Kroeger Financial Partners#1700 · 1,905 sh | 1,905 | $213.5K | — | — |
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.