STATE STREET CORP (STT) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 2,061
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Trilogy Capital#501 · 47,872 sh | 47,872 | $6.4M | — | -2.0% |
| 502 | NISSAY ASSET MANAGEMENT /JAPAN#502 · 37,570 sh | 37,570 | $6.4M | 0.03% | +3.7% |
| 503 | Cedar Point Capital Partners#503 · 144,098 sh | 144,098 | $6.3M | 3.65% | +1.5% |
| 504 | Trexquant Investment#504 · 39,253 sh | 39,253 | $6.3M | 0.04% | +212.8% |
| 505 | Econ Financial Services#505 · 142,610 sh | 142,610 | $6.3M | — | +2.7% |
| 506 | PARK AVENUE SECURITIES#506 · 99,214 sh | 99,214 | $6.3M | — | +4.2% |
| 507 | Vise Technologies#507 · 51,291 sh | 51,291 | $6.2M | 0.07% | +155.0% |
| 508 | MCF Advisors#508 · 124,213 sh | 124,213 | $6.2M | 0.22% | +1903.1% |
| 509 | Gotham Asset Management#509 · 71,729 sh | 71,729 | $6.2M | 0.01% | +192.9% |
| 510 | FLAGSHIP HARBOR ADVISORS#510 · 98,493 sh | 98,493 | $6.2M | — | -3.3% |
| 511 | Opal Wealth Advisors#511 · 151,249 sh | 151,249 | $6.2M | — | +2.1% |
| 512 | Arch Global Advisors#512 · 88,980 sh | 88,980 | $6.1M | — | -50.4% |
| 513 | FLPUTNAM INVESTMENT MANAGEMENT#513 · 35,791 sh | 35,791 | $6.1M | 0.07% | +97.5% |
| 514 | UNITED CAPITAL FINANCIAL ADVISORS#514 · 90,458 sh | 90,458 | $6.1M | 0.03% | -2.3% |
| 515 | Boston Common Asset Management#515 · 35,601 sh | 35,601 | $6.0M | — | +15.7% |
| 516 | Certified Advisory#516 · 136,852 sh | 136,852 | $6.0M | 0.49% | +10.6% |
| 517 | Nelson, Van Denburg & Campbell Wealth Management Group#517 · 60,653 sh | 60,653 | $6.0M | — | +74.0% |
| 518 | ARKANSAS FINANCIAL GROUP#518 · 135,858 sh | 135,858 | $6.0M | — | +3.3% |
| 519 | Rathbones Group PLC#519 · 51,036 sh | 51,036 | $6.0M | 0.02% | -2.2% |
| 520 | Capital Analysts#520 · 61,778 sh | 61,778 | $6.0M | 0.14% | +5.7% |
| 521 | CWC Advisors#521 · 144,795 sh | 144,795 | $5.9M | — | -2.2% |
| 522 | Syntegra Private Wealth Group#522 · 52,215 sh | 52,215 | $5.9M | — | -1.6% |
| 523 | TD PRIVATE CLIENT WEALTH#523 · 138,189 sh | 138,189 | $5.8M | 0.11% | +18.4% |
| 524 | MIZUHO SECURITIES USA#524 · 38,540 sh | 38,540 | $5.8M | 0.06% | +128.4% |
| 525 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#525 · 34,078 sh | 34,078 | $5.8M | 0.06% | +6.4% |
| 526 | Sterling Group Wealth Management#526 · 141,423 sh | 141,423 | $5.8M | 2.36% | -9.3% |
| 527 | Atlantic Edge Private Wealth Management#527 · 97,965 sh | 97,965 | $5.7M | — | -7.0% |
| 528 | LEVEL FOUR ADVISORY SERVICES#528 · 67,646 sh | 67,646 | $5.7M | 0.16% | -33.3% |
| 529 | IMC-Chicago#529 · 87,983 sh | 87,983 | $5.7M | <0.01% | -18.4% |
| 530 | FLC Capital Advisors#530 · 128,638 sh | 128,638 | $5.7M | 0.91% | +6.1% |
| 531 | DODGE & COX#531 · 33,325 sh | 33,325 | $5.7M | <0.01% | -99.0% |
| 532 | Lido Advisors#532 · 83,723 sh | 83,723 | $5.6M | 0.02% | +9.8% |
| 533 | Stadion Money Management#533 · 127,634 sh | 127,634 | $5.6M | 0.48% | -4.6% |
| 534 | American National Bank of Texas#534 · 127,341 sh | 127,341 | $5.6M | — | -0.6% |
| 535 | Aurdan Capital Management#535 · 33,042 sh | 33,042 | $5.6M | 1.42% | -4.4% |
| 536 | Fortis Group Advisors#536 · 126,880 sh | 126,880 | $5.6M | 0.89% | +53.8% |
| 537 | Midwest#537 · 136,510 sh | 136,510 | $5.6M | — | -0.5% |
| 538 | INVENIO WEALTH PARTNERS#538 · 126,416 sh | 126,416 | $5.6M | — | +2.3% |
| 539 | Assenagon Asset Management S.A.#539 · 32,744 sh | 32,744 | $5.6M | — | -18.8% |
| 540 | Hennion & Walsh Asset Management#540 · 32,709 sh | 32,709 | $5.5M | — | +37.0% |
| 541 | TD Waterhouse Canada#541 · 81,609 sh | 81,609 | $5.5M | — | +18.0% |
| 542 | INTACT INVESTMENT MANAGEMENT#542 · 32,400 sh | 32,400 | $5.5M | 0.16% | +6.9% |
| 543 | FIRST HORIZON NATIONAL#543 · 36,149 sh | 36,149 | $5.5M | — | -0.2% |
| 544 | ALLSTATE#544 · 31,807 sh | 31,807 | $5.4M | 0.05% | -33.9% |
| 545 | Norris Financial Group#545 · 115,910 sh | 115,910 | $5.4M | 2.13% | +4.8% |
| 546 | UniSuper Management Pty Ltd#546 · 31,261 sh | 31,261 | $5.3M | — | +13.6% |
| 547 | Estate Counselors#547 · 120,268 sh | 120,268 | $5.3M | 0.46% | New |
| 548 | Montecito Bank#548 · 129,973 sh | 129,973 | $5.3M | — | -0.7% |
| 549 | OP Asset Management Ltd#549 · 31,154 sh | 31,154 | $5.3M | 0.06% | +9.4% |
| 550 | Alberta Investment Management#550 · 31,000 sh | 31,000 | $5.3M | 0.03% | New |
| 551 | Lombard Odier Asset Management (Switzerland) SA#551 · 30,833 sh | 30,833 | $5.2M | 0.17% | -15.1% |
| 552 | CacheTech#552 · 118,177 sh | 118,177 | $5.2M | 0.84% | -0.8% |
| 553 | B. Metzler seel. Sohn & AG#553 · 30,665 sh | 30,665 | $5.2M | 0.04% | +2.8% |
| 554 | JFS WEALTH ADVISORS#554 · 117,045 sh | 117,045 | $5.2M | 0.26% | -2.4% |
| 555 | Beaumont Capital Management#555 · 117,994 sh | 117,994 | $5.2M | 6.01% | -10.3% |
| 556 | Temasek (Private) Ltd#556 · 30,590 sh | 30,590 | $5.2M | 0.01% | New |
| 557 | RITHOLTZ WEALTH MANAGEMENT#557 · 61,525 sh | 61,525 | $5.2M | 0.08% | -18.6% |
| 558 | Horizon Wealth Management#558 · 117,343 sh | 117,343 | $5.2M | 0.66% | New |
| 559 | Laird Norton Wetherby Company#559 · 30,425 sh | 30,425 | $5.2M | 0.10% | +2.0% |
| 560 | Clean Yield Group#560 · 30,738 sh | 30,738 | $5.2M | 1.28% | +4.1% |
| 561 | Rothschild Capital Partners#561 · 115,531 sh | 115,531 | $5.1M | 1.09% | +19.3% |
| 562 | Goldstone Financial Group#562 · 45,184 sh | 45,184 | $5.1M | 0.46% | -5.3% |
| 563 | FIRST MERCHANTS#563 · 115,020 sh | 115,020 | $5.1M | — | -2.3% |
| 564 | Demars Financial Group#564 · 73,730 sh | 73,730 | $5.1M | — | +4.6% |
| 565 | VICUS CAPITAL#565 · 43,707 sh | 43,707 | $5.1M | 0.33% | New |
| 566 | Sterling Capital Management#566 · 29,775 sh | 29,775 | $5.0M | — | +4.3% |
| 567 | Advisory Services Network#567 · 61,766 sh | 61,766 | $5.0M | 0.06% | +5.7% |
| 568 | Elevation Capital Advisory#568 · 44,680 sh | 44,680 | $5.0M | 1.93% | New |
| 569 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#569 · 29,361 sh | 29,361 | $5.0M | 0.07% | +6.7% |
| 570 | Donoghue Forlines#570 · 29,336 sh | 29,336 | $5.0M | 1.29% | +121.9% |
| 571 | Brevan Howard Capital Management#571 · 29,300 sh | 29,300 | $5.0M | 0.04% | -50.8% |
| 572 | ASSETMARK#572 · 102,002 sh | 102,002 | $5.0M | — | +832.0% |
| 573 | Spire Wealth Management#573 · 80,498 sh | 80,498 | $4.9M | 0.15% | -5.2% |
| 574 | Advisors Asset Management#574 · 29,082 sh | 29,082 | $4.9M | 0.08% | -16.7% |
| 575 | Adams Wealth Management#575 · 111,357 sh | 111,357 | $4.9M | 0.94% | -2.5% |
| 576 | May Barnhard Investments#576 · 43,585 sh | 43,585 | $4.9M | — | -5.9% |
| 577 | J.W. COLE ADVISORS#577 · 66,837 sh | 66,837 | $4.9M | 0.08% | +17.9% |
| 578 | YOUSIF CAPITAL MANAGEMENT#578 · 28,710 sh | 28,710 | $4.9M | — | -8.5% |
| 579 | NATIXIS#579 · 28,653 sh | 28,653 | $4.9M | 0.02% | +7.4% |
| 580 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#580 · 28,433 sh | 28,433 | $4.8M | — | -4.2% |
| 581 | Horizon Investment Services#581 · 28,225 sh | 28,225 | $4.8M | 1.33% | New |
| 582 | Focus Financial Network#582 · 104,513 sh | 104,513 | $4.8M | — | -5.5% |
| 583 | FIRST CITIZENS BANK#583 · 28,083 sh | 28,083 | $4.8M | — | +4.1% |
| 584 | Centennial Wealth Advisory#584 · 45,917 sh | 45,917 | $4.8M | — | -7.4% |
| 585 | Aquatic Capital Management#585 · 28,035 sh | 28,035 | $4.8M | 0.16% | New |
| 586 | BLAIR WILLIAM#586 · 66,686 sh | 66,686 | $4.7M | 0.01% | +5.6% |
| 587 | WALLER FINANCIAL PLANNING GROUP#587 · 77,117 sh | 77,117 | $4.7M | — | -20.4% |
| 588 | Legacy Private#588 · 106,377 sh | 106,377 | $4.7M | — | -1.7% |
| 589 | DMKC Advisory Services#589 · 27,588 sh | 27,588 | $4.7M | 0.88% | -0.8% |
| 590 | World Investment Advisors#590 · 42,146 sh | 42,146 | $4.7M | 0.08% | +1.4% |
| 591 | Schonfeld Strategic Advisors#591 · 31,019 sh | 31,019 | $4.7M | 0.02% | +36.4% |
| 592 | CULBERTSON A N#592 · 27,343 sh | 27,343 | $4.6M | — | +0.3% |
| 593 | Baker Avenue Asset Management#593 · 92,728 sh | 92,728 | $4.6M | 0.09% | -0.6% |
| 594 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD#594 · 104,758 sh | 104,758 | $4.6M | 0.57% | 0.0% |
| 595 | Swan Global Investments#595 · 104,653 sh | 104,653 | $4.6M | 0.14% | +0.2% |
| 596 | State of Alaska, Department of Revenue#596 · 27,118 sh | 27,118 | $4.6M | — | -2.5% |
| 597 | Keebeck Wealth Management#597 · 27,079 sh | 27,079 | $4.6M | 0.45% | +17.8% |
| 598 | Concurrent Investment Advisors#598 · 63,833 sh | 63,833 | $4.6M | — | +26.8% |
| 599 | Tempo Wealth#599 · 40,861 sh | 40,861 | $4.6M | — | +1.1% |
| 600 | CreativeOne Wealth#600 · 96,582 sh | 96,582 | $4.6M | 0.10% | +156.2% |
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.