STTNYSEState Commercial BanksFiscal year ends December 31Also trades as STT.PG
STATE STREET CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$165.43−0.29 (-0.17%)
Close on Oct 19, 2026
- Market cap
- $46.50B
- P/E (TTM)
- 14.6
- Dividend yield
- 1.93%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
251M
Shares held, 13F filers
Institutional holders
1,254
203 new, 70 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
1 buys · 18 sales
Net sold $20.79M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 24,910,069 | 8.10% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 20,493,476 | 7.35% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 16,181,474 | 5.80% | 13G (passive) | Mar 31, 2026 |
| Abigail P. Johnson | 13,854,213 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of STT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,406,776 | – | $4.14B | +392,347 | 0.06% |
| Vanguard Capital Management LLC | 17,603,680 | – | $2.99B | −49,990 | 0.06% |
| Vanguard Portfolio Management LLC | 14,734,612 | – | $2.50B | −1,380,644 | 0.11% |
| FMR LLC | 13,911,287 | – | $2.36B | +2,370,660 | 0.10% |
| State Street Corp | 13,538,311 | – | $2.30B | +163,362 | 0.07% |
| Regents Of The University Of California | 9,917,831 | – | $1.68B | −147,287 | 38.55% |
| Geode Capital Management, LLC | 7,416,903 | – | $1.25B | −324,867 | 0.07% |
| Invesco Ltd. | 6,572,279 | – | $1.11B | −1,253,643 | 0.09% |
| Harris Associates L P | 4,765,306 | – | $808.20M | −1,382,629 | 1.07% |
| Morgan Stanley | 4,731,988 | – | $802.55M | −221,869 | 0.04% |
| Victory Capital Management Inc | 4,502,183 | – | $763.57M | +2,531,667 | 0.43% |
| JPMorgan Chase & Co | 4,428,797 | – | $753.69M | −2,044,739 | 0.04% |
| Franklin Resources Inc | 4,377,360 | – | $742.40M | +123,980 | 0.16% |
| Lsv Asset Management | 4,068,928 | – | $690.09K | −16,918 | 1.25% |
| Northern Trust Corp | 3,951,637 | – | $670.20M | −47,961 | 0.08% |
| Dimensional Fund Advisors LP | 3,129,977 | – | $530.86M | +28,025 | 0.10% |
| UBS Asset Management Americas Inc | 2,962,274 | – | $502.40M | +137,798 | 0.09% |
| Goldman Sachs Group Inc | 2,849,453 | – | $483.27M | +122,017 | 0.04% |
| Nordea Investment Management Ab | 2,844,675 | – | $482.51M | −20,058 | 0.39% |
| First Trust Advisors LP | 2,148,846 | – | $364.44M | −619,218 | 0.21% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,254 | 251M | 203 / 414 | 429 / 70 | 22M | 25M |
| Q1 2026 | 1,140 | 255M | 142 / 426 | 345 / 87 | 52M | 29M |
| Q4 2025 | 1,100 | 269M | 160 / 356 | 387 / 74 | 30M | 30M |
| Q3 2025 | 1,032 | 270M | 118 / 364 | 331 / 69 | 27M | 17M |
| Q2 2025 | 996 | 260M | 98 / 357 | 365 / 79 | 20M | 20M |
| Q1 2025 | 989 | 260M | 104 / 351 | 349 / 105 | 20M | 16M |
| Q4 2024 | 1,004 | 257M | 160 / 293 | 370 / 62 | 17M | 21M |
| Q3 2024 | 923 | 263M | 103 / 278 | 377 / 76 | 38M | 31M |
| Q2 2024 | 903 | 281M | 79 / 290 | 351 / 85 | 26M | 29M |
| Q1 2024 | 920 | 284M | 104 / 321 | 334 / 80 | 33M | 21M |
| Q4 2023 | 904 | 275M | 128 / 240 | 384 / 53 | 21M | 18M |
| Q3 2023 | 842 | 273M | 76 / 250 | 340 / 67 | 11M | 26M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of STT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 8,346,581 | – | $1.42B | 0.06% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 7,170,717 | – | $1.22B | 0.07% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 5,696,780 | – | $966.17M | 0.43% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 3,807,188 | – | $645.70M | 0.07% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 3,571,368 | – | $555.85M | 0.07% | May 31, 2026 |
| Vanguard Value Index Fund | 2,500,287 | – | $424.05M | 0.17% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 2,162,072 | – | $336.50M | 0.13% | May 31, 2026 |
| Oakmark Fund | 2,107,700 | – | $357.47M | 1.49% | Jun 30, 2026 |
| Putnam Large Cap Value Fund | 2,024,073 | – | $372.75M | 0.67% | Jul 31, 2026 |
| Vanguard Windsor Ii Fund | 1,914,658 | – | $352.60M | 0.53% | Jul 31, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 1,872,153 | – | $317.52M | 0.62% | Jun 30, 2026 |
| First Trust Rising Dividend Achievers ETF | 1,736,783 | – | $294.56M | 1.20% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 1,688,751 | – | $286.41M | 0.77% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 1,565,937 | – | $288.38M | 0.22% | Jul 31, 2026 |
| Invesco KBW Bank ETF | 1,549,753 | – | $241.20M | 4.53% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Hanley Ronald P. O | Chairman, CEO and President, Director | 313,490 | Aug 18, 2026 |
| Ann Fogarty | EVP and COO | 52,359 | Sep 21, 2026 |
| Michael L. Richards | EVP and Chief Admin Officer | 41,270 | Sep 4, 2026 |
| Craig Jack Read | EVP, Global Controller and CAO | 9,408 | Sep 2, 2026 |
| Mostapha Tahiri | EVP and COO | 64,497 | Aug 18, 2026 |
| Elizabeth Schaefer | SVP, Chief Accounting Officer | 8,073 | Aug 4, 2026 |
| W. Bradford Hu | EVP and Chief Risk Officer | 49,794 | Jul 28, 2026 |
| Kathryn M. Horgan | Executive Vice President | 103,171 | Jul 23, 2026 |
| John Plansky | Executive Vice President | 56,162 | Mar 12, 2026 |
| John F. Woods | EVP and CFO | 94,215 | Mar 2, 2026 |
| Joerg Ambrosius | Executive Vice President | 65,032 | Mar 2, 2026 |
| Mark Shelton | EVP; Gen Counsel and Secretary | 35,167 | Mar 2, 2026 |
| Yie-Hsin Hung | EVP; President and CEO of SSIM | 88,959 | Mar 2, 2026 |
| Mark R. Keating | Interim CFO | 24,779 | Aug 19, 2025 |
| Anthony Bisegna | Executive Vice President | 27,424 | Aug 19, 2025 |
| Sarah Timby | EVP and Chief Admin Officer | 14,397 | Feb 19, 2025 |
| Donna M. Milrod | Executive Vice President | 46,631 | Feb 19, 2025 |
| Brian J. Franz | Executive Vice President | 90,652 | Feb 19, 2025 |
| Brian J. Porter | Director | 10,424 | May 22, 2026 |
| Susan M. Gordon | Director | 1,850 | May 22, 2026 |
| William L. Meaney | Director | 26,532 | May 22, 2026 |
| Sara Mathew | Director | 25,087 | May 22, 2026 |
| Amelia C. Fawcett | Director | 65,287 | May 22, 2026 |
| Julio A. Portalatin | Director | 15,404 | May 22, 2026 |
| William C. Freda | Director | 35,506 | May 22, 2026 |
| Marie A. Chandoha | Director | 21,322 | May 22, 2026 |
| John B. Rhea | Director | 25,736 | May 22, 2026 |
| Donna DeMaio | Director | 13,346 | May 22, 2026 |
| Sean O'Sullivan | Director | 28,696 | May 22, 2026 |
| Patricia Halliday | Director | 4,146 | May 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael L. Richards EVP and Chief Admin Officer | Sep 2, 2026 | Gift | −1,009 | – | – | 40,622 |
| Craig Jack Read EVP, Global Controller and CAO | Aug 31, 2026 | Award | +9,408 | – | – | 9,408 |
| Hanley Ronald P. O Chairman, CEO and President, Director | Aug 14, 2026 | Option exercise | +2,204 | – | – | 243,163 |
| Hanley Ronald P. O Chairman, CEO and President, Director | Aug 14, 2026 | Returned to company | −2,204 | $183.75 | $404.99K | 240,959 |
| Hanley Ronald P. O Chairman, CEO and President, Director | Aug 14, 2026 | Gift | −10,500 | – | – | 230,459 |
| Mostapha Tahiri EVP and COO | Aug 14, 2026 | Tax withholding | −54 | $191.74 | $10.35K | 64,497 |
| Michael L. Richards EVP and Chief Admin Officer | Aug 14, 2026 | Tax withholding | −196 | $191.74 | $37.58K | 41,631 |
| Elizabeth Schaefer SVP, Chief Accounting Officer | Aug 3, 2026 | Sale | −500 | $181.19 | $90.60K | 8,073 |
| W. Bradford Hu EVP and Chief Risk Officer | Jul 24, 2026 | Sale(10b5-1 plan) | −9,758 | $184.52 | $1.80M | 49,794 |
| Hanley Ronald P. O Chairman, CEO and President, Director | Jul 21, 2026 | Sale(10b5-1 plan) | −14,553 | $184.17 | $2.68M | 240,959 |
| Kathryn M. Horgan Executive Vice President | Jul 21, 2026 | Sale(10b5-1 plan) | −5,523 | $184.17 | $1.02M | 103,171 |
| Kathryn M. Horgan Executive Vice President | Jun 11, 2026 | Sale(10b5-1 plan) | −5,500 | $162.78 | $895.29K | 108,694 |
| Michael L. Richards EVP and Chief Admin Officer | Jun 8, 2026 | Sale | −1,500 | $162.14 | $243.21K | 41,827 |
| Hanley Ronald P. O Chairman, CEO and President, Director | May 26, 2026 | Sale(10b5-1 plan) | −14,553 | $155.35 | $2.26M | 255,512 |
| W. Bradford Hu EVP and Chief Risk Officer | May 26, 2026 | Sale(10b5-1 plan) | −9,212 | $155.35 | $1.43M | 59,552 |
| Patricia Halliday Director | May 20, 2026 | Award | +1,526 | – | – | 4,146 |
| William C. Freda Director | May 20, 2026 | Award | +1,526 | – | – | 35,506 |
| Julio A. Portalatin Director | May 20, 2026 | Award | +1,526 | – | – | 15,404 |
| Donna DeMaio Director | May 20, 2026 | Award | +1,526 | – | – | 13,346 |
| John B. Rhea Director | May 20, 2026 | Award | +2,533 | – | – | 25,736 |
| Susan M. Gordon Director | May 20, 2026 | Award | +1,526 | – | – | 1,850 |
| William L. Meaney Director | May 20, 2026 | Award | +1,526 | – | – | 26,472 |
| Marie A. Chandoha Director | May 20, 2026 | Award | +1,526 | – | – | 15,853 |
| Brian J. Porter Director | May 20, 2026 | Award | +1,526 | – | – | 10,424 |
| Amelia C. Fawcett Director | May 20, 2026 | Award | +1,526 | – | – | 65,287 |
| Sara Mathew Director | May 20, 2026 | Award | +1,526 | – | – | 25,087 |
| Sean O'Sullivan Director | May 20, 2026 | Award | +1,526 | – | – | 28,696 |
| Mostapha Tahiri EVP and COO | May 15, 2026 | Tax withholding | −91 | $152.85 | $13.91K | 64,551 |
| Hanley Ronald P. O Chairman, CEO and President, Director | May 15, 2026 | Returned to company | −2,204 | $147.14 | $324.30K | 270,065 |
| Hanley Ronald P. O Chairman, CEO and President, Director | May 15, 2026 | Option exercise | +2,204 | – | – | 272,269 |
| Elizabeth Schaefer SVP, Chief Accounting Officer | May 15, 2026 | Tax withholding | −191 | $152.85 | $29.19K | 8,573 |
| Michael L. Richards EVP and Chief Admin Officer | May 15, 2026 | Tax withholding | −195 | $152.85 | $29.81K | 43,327 |
| Elizabeth Schaefer SVP, Chief Accounting Officer | May 13, 2026 | Sale | −500 | $150.87 | $75.44K | 8,764 |
| Mostapha Tahiri EVP and COO | Apr 22, 2026 | Sale | −9,611 | $152.93 | $1.47M | 64,642 |
| Michael L. Richards EVP and Chief Admin Officer | Apr 22, 2026 | Sale | −3,000 | $153.89 | $461.67K | 43,522 |
| Susan M. Gordon Director | Mar 19, 2026 | Award | +324 | – | – | 324 |
| John Plansky Executive Vice President | Mar 11, 2026 | Sale | −16,100 | $124.32 | $2.00M | 56,162 |
| Brian J. Porter Director | Mar 5, 2026 | Buy | +2,500 | $124.99 | $312.48K | 8,898 |
| Hanley Ronald P. O Chairman, CEO and President, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −29,107 | $125.70 | $3.66M | 270,065 |
| Joerg Ambrosius Executive Vice President | Feb 26, 2026 | Tax withholding | −355 | $132.27 | $46.96K | 65,032 |
| Joerg Ambrosius Executive Vice President | Feb 26, 2026 | Award | +10,716 | – | – | 64,641 |
| Joerg Ambrosius Executive Vice President | Feb 26, 2026 | Award | +746 | – | – | 65,387 |
| Michael L. Richards EVP and Senior Advisor | Feb 26, 2026 | Award | +5,967 | – | – | 46,522 |
| Yie-Hsin Hung EVP; President and CEO of SSIM | Feb 26, 2026 | Award | +20,202 | – | – | 88,959 |
| Elizabeth Schaefer SVP, Chief Accounting Officer | Feb 26, 2026 | Award | +4,216 | – | – | 9,264 |
| Kathryn M. Horgan Executive Vice President | Feb 26, 2026 | Award | +9,507 | – | – | 114,194 |
| John Plansky Executive Vice President | Feb 26, 2026 | Award | +12,769 | – | – | 72,262 |
| Hanley Ronald P. O Chairman, CEO and President, Director | Feb 26, 2026 | Award | +43,873 | – | – | 299,172 |
| Mark Shelton EVP; Gen Counsel and Secretary | Feb 26, 2026 | Award | +10,726 | – | – | 35,167 |
| John F. Woods EVP and CFO | Feb 26, 2026 | Award | +16,112 | – | – | 94,215 |
| Mostapha Tahiri EVP and COO | Feb 26, 2026 | Award | +14,259 | – | – | 74,253 |
| W. Bradford Hu EVP and Chief Risk Officer | Feb 26, 2026 | Award | +12,310 | – | – | 68,764 |
| Michael L. Richards EVP and Senior Advisor | Feb 24, 2026 | Sale | −2,500 | $127.91 | $319.78K | 40,555 |
| Kathryn M. Horgan Executive Vice President | Feb 23, 2026 | Sale(10b5-1 plan) | −5,676 | $127.10 | $721.42K | 104,687 |
| Joerg Ambrosius Executive Vice President | Feb 23, 2026 | Sale | −8,765 | $128.00 | $1.12M | 53,925 |
| Michael L. Richards EVP and Senior Advisor | Feb 13, 2026 | Tax withholding | −2,400 | $127.97 | $307.13K | 43,055 |
| Michael L. Richards EVP and Senior Advisor | Feb 13, 2026 | Tax withholding | −3,953 | $127.97 | $505.87K | 45,455 |
| Michael L. Richards EVP and Senior Advisor | Feb 13, 2026 | Award | +11,115 | – | – | 49,408 |
| Yie-Hsin Hung EVP; President and CEO of SSGA | Feb 13, 2026 | Tax withholding | −16,467 | $127.97 | $2.11M | 68,757 |
| Mostapha Tahiri EVP and COO | Feb 13, 2026 | Award | +10,193 | – | – | 63,902 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Elizabeth Schaefer Former Officer | Aug 31, 2026 | 500 | $96.06K | Aug 31, 2026 | Restricted Stock Vesting |
| Elizabeth Schaefer Officer | Aug 3, 2026 | 500 | $90.60K | Aug 3, 2026 | Restricted Stock Vesting |
| W. Bradford Hu Officer | Jul 24, 2026 | 9,758 | $1.80M | Jul 24, 2026 | Restricted Stock Vesting |
| Hanley Ronald P. O Officer, Director | Jul 21, 2026 | 14,553 | $2.68M | Jul 21, 2026 | Restricted Stock Vesting |
| Kathryn M. Horgan Officer | Jul 21, 2026 | 5,523 | $1.02M | Jul 21, 2026 | Restricted Stock Vesting |
| Kathryn M. Horgan Officer | Jun 11, 2026 | 5,500 | $895.29K | Jun 11, 2026 | Restricted Stock Vesting |
| Michael L. Richards Officer | Jun 8, 2026 | 1,500 | $243.21K | Jun 8, 2026 | Restricted Stock Vesting |
| W. Bradford Hu Officer | May 26, 2026 | 9,212 | $1.43M | May 26, 2026 | Restricted Stock Vesting |
| Hanley Ronald P. O Officer, Director | May 26, 2026 | 14,553 | $2.26M | May 26, 2026 | Restricted Stock Vesting |
| Elizabeth Schaefer Officer | May 13, 2026 | 500 | $75.44K | May 13, 2026 | Restricted Stock Vesting |
| Mostapha Tahiri Officer | Apr 22, 2026 | 9,611 | $1.47M | Apr 22, 2026 | Restricted Stock Vesting |
| Michael L. Richards Officer | Apr 22, 2026 | 3,000 | $461.67K | Apr 22, 2026 | Restricted Stock Vesting |
| John & Lisa Plansky Rev Trust The Officer | Mar 11, 2026 | 16,100 | $2.00M | Mar 11, 2026 | Restricted stock vesting under a registered plan |
| Hanley Ronald P. O Officer, Director | Mar 2, 2026 | 29,107 | $3.66M | Mar 2, 2026 | Restricted Stock Vesting |
| Michael L. Richards Officer | Feb 24, 2026 | 2,500 | $319.78K | Feb 24, 2026 | Restricted Stock Vesting |