Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

STATE STR CORP · COM · quarter ended 2026-03-31 · 20 members disclosed STT ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 782 holders are listed, largest first: 782
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $24.8B
holders whose share count rose or who opened the position (new + add), by shares: 416
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 90

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of STT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.0B	24,014,429	−548,572	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.2B	17,653,670	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.0B	16,115,256	—	NO PRIOR
4	STATE STREET CORP	$1.7B	13,374,949	+29,193	ADD
5	FMR LLC	$1.5B	11,540,627	−1,774,808	TRIM
6	Invesco Ltd.	$990M	7,825,922	−178,605	TRIM
7	HARRIS ASSOCIATES L P	$778M	6,147,935	−158,309	TRIM
8	MORGAN STANLEY	$627M	4,953,857	−268,525	TRIM
9	FRANKLIN RESOURCES INC	$538M	4,253,380	+327,059	ADD
10	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$536M	4,236,091	−150,653	TRIM
11	NORTHERN TRUST CORP	$506M	3,999,598	+97,003	ADD
12	DIMENSIONAL FUND ADVISORS LP	$393M	3,101,952	+51,754	ADD
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$357M	2,824,476	+56,031	ADD
14	NORDEA INVESTMENT MANAGEMENT AB	$356M	2,864,733	+35,462	ADD
15	FIRST TRUST ADVISORS LP	$350M	2,768,064	−814,913	TRIM
16	Metropolis Capital Ltd	$285M	2,252,643	−237,802	TRIM
17	Legal & General Group Plc	$263M	2,074,191	+142,466	ADD
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$252M	1,993,481	+43,456	ADD
19	VICTORY CAPITAL MANAGEMENT INC	$249M	1,970,516	−2,589,030	TRIM
20	BARCLAYS PLC	$224M	1,773,518	+915,690	ADD
21	UBS Group AG	$217M	1,711,403	+479,865	ADD
22	AQR CAPITAL MANAGEMENT LLC	$206M	1,634,927	+484,079	ADD
23	BANK OF AMERICA CORP /DE/	$202M	1,592,735	−131,754	TRIM
24	VANGUARD FIDUCIARY TRUST CO	$197M	1,559,386	—	NO PRIOR
25	Newport Trust Company, LLC	$181M	1,430,141	−29,141	TRIM
26	DEUTSCHE BANK AG\	$170M	1,342,853	−26,691	TRIM
27	FEDERATED HERMES, INC.	$166M	1,313,619	+77,230	ADD
28	Robeco Institutional Asset Management B.V.	$144M	1,135,396	+268,776	ADD
29	Nuveen, LLC	$138M	1,088,782	+128,862	ADD
30	VOYA INVESTMENT MANAGEMENT LLC	$132M	1,047,630	+118,334	ADD
31	Amundi	$132M	1,039,350	−121,559	TRIM
32	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$129M	1,017,835	+258,621	ADD
33	BNP Paribas Asset Management Holding S.A.	$124M	978,573	+506,449	ADD
34	BANK OF MONTREAL /CAN/	$121M	956,904	+71,252	ADD
35	HSBC HOLDINGS PLC	$117M	926,161	−574,677	TRIM
36	PANAGORA ASSET MANAGEMENT INC	$112M	886,845	+53,648	ADD
37	Capital International Investors	$112M	886,213	+9,936	ADD
38	Man Group plc	$109M	861,600	+5,757	ADD
39	SEI INVESTMENTS CO	$107M	848,479	+247,788	ADD
40	CITADEL ADVISORS LLC	$104M	818,512	+337,843	ADD
41	WELLINGTON MANAGEMENT GROUP LLP	$86.5M	683,256	+583,460	ADD
42	Prana Capital Management, LP	$86.0M	679,195	+679,195	NEW
43	ROYAL BANK OF CANADA	$85.9M	678,924	+132,493	ADD
44	Vanguard Global Advisers, LLC	$81.3M	642,711	—	NO PRIOR
45	Mitsubishi UFJ Asset Management Co., Ltd.	$80.8M	638,668	+44,313	ADD
46	TWO SIGMA INVESTMENTS, LP	$78.3M	618,835	+211,755	ADD
47	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$78.0M	616,336	+72,596	ADD
48	Qube Research & Technologies Ltd	$73.9M	583,934	+425,823	ADD
49	Quantinno Capital Management LP	$73.7M	582,239	+143,357	ADD
50	VANGUARD ASSET MANAGEMENT, Ltd	$71.5M	564,878	—	NO PRIOR
51	LETKO, BROSSEAU & ASSOCIATES INC	$68.9M	544,456	−123,770	TRIM
52	RAYMOND JAMES FINANCIAL INC	$67.6M	536,947	+33,953	ADD
53	JUPITER ASSET MANAGEMENT LTD	$66.8M	527,840	+133,881	ADD
54	National Pension Service	$66.3M	523,944	+523,944	NEW
55	WELLS FARGO & COMPANY/MN	$60.4M	477,594	−12,916	TRIM
56	AMERICAN CENTURY COMPANIES INC	$60.1M	474,490	+64,602	ADD
57	JACOBS LEVY EQUITY MANAGEMENT, INC	$59.1M	466,896	+321,266	ADD
58	Allianz Asset Management GmbH	$56.9M	449,975	+87,494	ADD
59	Point72 Asset Management, L.P.	$56.2M	444,270	−50,116	TRIM
60	MILLENNIUM MANAGEMENT LLC	$55.6M	439,043	+439,043	NEW
61	Capital Research Global Investors	$55.0M	434,818	−247,177	TRIM
62	TUDOR INVESTMENT CORP ET AL	$53.9M	426,078	+423,670	ADD
63	ALLIANCEBERNSTEIN L.P.	$53.1M	411,231	−9,056	TRIM
64	CANADA PENSION PLAN INVESTMENT BOARD	$52.6M	415,615	−140,764	TRIM
65	ENVESTNET ASSET MANAGEMENT INC	$51.6M	407,774	+137,604	ADD
66	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$49.8M	393,727	−1,031,558	TRIM
67	JANE STREET GROUP, LLC	$47.6M	376,482	+359,720	ADD
68	BRANDES INVESTMENT PARTNERS, LP	$47.4M	374,383	+3,906	ADD
69	Vest Financial, LLC	$47.1M	372,170	−81,702	TRIM
70	Korea Investment CORP	$45.9M	362,661	+63,147	ADD
71	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$44.5M	351,545	−19,622	TRIM
72	PRINCIPAL FINANCIAL GROUP INC	$42.6M	336,917	+15,819	ADD
73	PRIVATE MANAGEMENT GROUP INC	$41.9M	331,298	−36,566	TRIM
74	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$41.2M	325,526	+318,817	ADD
75	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$40.6M	320,586	+71,811	ADD
76	CITIGROUP INC	$38.4M	303,065	+67,336	ADD
77	D. E. Shaw & Co., Inc.	$37.5M	296,618	+67,208	ADD
78	Verity & Verity, LLC	$37.1M	292,939	+22,896	ADD
79	PUBLIC SECTOR PENSION INVESTMENT BOARD	$36.2M	285,828	−167,663	TRIM
80	Swiss Life Asset Management Ltd	$35.2M	284,085	+80,488	ADD
81	Universal- Beteiligungs- und Servicegesellschaft mbH	$34.8M	275,422	−23,235	TRIM
82	Freestone Grove Partners LP	$34.4M	271,468	−105,966	TRIM
83	COOKSON PEIRCE & CO INC	$32.5M	256,818	+256,818	NEW
84	AVIVA PLC	$32.3M	255,529	+11,018	ADD
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$32.3M	255,271	0	NO CHANGE
86	Aberdeen Group plc	$32.0M	252,962	+4,657	ADD
87	ADAGE CAPITAL PARTNERS GP, L.L.C.	$31.6M	250,032	−2,100	TRIM
88	Corient Private Wealth LLC	$31.6M	249,943	−211,615	TRIM
89	Squarepoint Ops LLC	$30.6M	241,974	+234,530	ADD
90	SEB Asset Management AB	$29.8M	235,522	—	NO PRIOR
91	WORLDQUANT MILLENNIUM ADVISORS LLC	$29.3M	231,432	+231,432	NEW
92	MERCER GLOBAL ADVISORS INC /ADV	$28.7M	227,105	+20,188	ADD
93	CATALYST FINANCIAL PARTNERS LLC	$28.7M	227,089	−815,889	TRIM
94	Zurcher Kantonalbank (Zurich Cantonalbank)	$28.3M	223,671	−38,178	TRIM
95	Grantham, Mayo, Van Otterloo & Co. LLC	$27.4M	216,399	+14,759	ADD
96	GODSEY & GIBB, INC	$27.3M	215,862	+1,170	ADD
97	Jain Global LLC	$27.1M	214,058	+214,058	NEW
98	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$26.9M	212,872	+212,872	NEW
99	NATIONAL BANK OF CANADA /FI/	$26.5M	209,658	+112,816	ADD
100	Lighthouse Investment Partners, LLC	$25.9M	204,937	+90,086	ADD
101	Arbejdsmarkedets Tillaegspension	$25.4M	200,638	+16,277	ADD
102	FIFTH THIRD BANCORP	$24.7M	195,039	+124,435	ADD
103	TODD ASSET MANAGEMENT LLC	$24.3M	192,313	−24,033	TRIM
104	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$22.4M	176,896	0	NO CHANGE
105	STATE OF WISCONSIN INVESTMENT BOARD	$22.0M	174,020	+19,676	ADD
106	CREDIT AGRICOLE S A	$21.8M	172,569	−69,324	TRIM
107	TEACHER RETIREMENT SYSTEM OF TEXAS	$21.7M	171,656	+107,080	ADD
108	TORONTO DOMINION BANK	$21.2M	167,542	+40,482	ADD
109	Pictet Asset Management Holding SA	$21.1M	166,605	−7,516	TRIM
110	Bridgewater Associates, LP	$20.8M	164,186	−159,600	TRIM
111	TD ASSET MANAGEMENT INC	$19.7M	155,632	+39,924	ADD
112	PRUDENTIAL FINANCIAL INC	$19.4M	152,895	−6,593	TRIM
113	MUFG Securities EMEA plc	$18.9M	149,651	0	NO CHANGE
114	LPL Financial LLC	$18.7M	147,911	+4,808	ADD
115	FIDUCIARY TRUST CO	$18.4M	145,679	−3,342	TRIM
116	Swedbank AB	$18.4M	145,474	+1,253	ADD
117	Vanguard Investments Australia, Ltd.	$17.6M	139,049	—	NO PRIOR
118	Chevy Chase Trust Holdings, LLC	$17.5M	138,320	−4,124	TRIM
119	STIFEL FINANCIAL CORP	$17.5M	137,917	−472,369	TRIM
120	THAMES CAPITAL MANAGEMENT LLC	$17.3M	136,343	−125,751	TRIM
121	ROYAL LONDON ASSET MANAGEMENT LTD	$17.2M	135,796	−1,953	TRIM
122	Asset Management One Co., Ltd.	$16.9M	133,501	−3,779	TRIM
123	Focus Partners Wealth	$15.9M	124,139	+14,475	ADD
124	BURNEY CO/	$15.6M	123,021	+107,283	ADD
125	APG Asset Management N.V.	$15.5M	140,880	−3,963	TRIM
126	Tredje AP-fonden	$15.5M	122,140	+87,784	ADD
127	D.A. DAVIDSON & CO.	$15.3M	121,247	−3,334	TRIM
128	Edgestream Partners, L.P.	$14.5M	114,374	+38,904	ADD
129	Creative Planning	$14.3M	113,253	+35,774	ADD
130	ExodusPoint Capital Management, LP	$14.2M	112,105	−10,670	TRIM
131	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$14.0M	110,768	−3,523	TRIM
132	Mariner, LLC	$13.9M	109,949	+2,182	ADD
133	STOREBRAND ASSET MANAGEMENT AS	$13.4M	105,556	—	NO PRIOR
134	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$13.0M	102,550	+53,287	ADD
135	NOMURA ASSET MANAGEMENT CO LTD	$12.8M	101,192	+3,533	ADD
136	US BANCORP \DE\	$12.6M	99,852	+3,140	ADD
137	Cerity Partners LLC	$12.6M	99,733	−89,240	TRIM
138	Channing Capital Management, LLC	$12.4M	98,180	+8,544	ADD
139	RBF Capital, LLC	$12.1M	96,000	−96,000	TRIM
140	State of New Jersey Common Pension Fund D	$11.8M	93,622	0	NO CHANGE
141	BANK OF NOVA SCOTIA	$11.8M	92,886	−2,734	TRIM
142	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$11.7M	92,534	+6,493	ADD
143	MACQUARIE GROUP LTD	$11.5M	91,059	−19,967	TRIM
144	Lansforsakringar Fondforvaltning AB (publ)	$11.5M	90,845	−523	TRIM
145	Clear Point Advisors Inc.	$11.2M	38,298	+38,298	NEW
146	Empowered Funds, LLC	$11.1M	88,678	+88,678	NEW
147	COMMONWEALTH EQUITY SERVICES, LLC	$11.1M	87,690	−421	TRIM
148	Resona Asset Management Co.,Ltd.	$11.0M	87,149	−2,105	TRIM
149	Illinois Municipal Retirement Fund	$10.9M	85,775	+13,245	ADD
150	Mirae Asset Global Investments Co., Ltd.	$10.8M	85,073	+8,512	ADD
151	American Assets Investment Management, LLC	$10.8M	85,000	0	NO CHANGE
152	IFM Investors Pty Ltd	$10.7M	84,534	+7,469	ADD
153	Susquehanna Portfolio Strategies, LLC	$10.5M	83,091	0	NO CHANGE
154	Hudson Bay Capital Management LP	$10.1M	80,010	+80,010	NEW
155	TRUIST FINANCIAL CORP	$10.1M	79,533	+6,510	ADD
156	SCHRODER INVESTMENT MANAGEMENT GROUP	$10.0M	80,867	−42,193	TRIM
157	ASR Vermogensbeheer N.V.	$9.9M	78,427	+1,526	ADD
158	STATE OF MICHIGAN RETIREMENT SYSTEM	$9.9M	78,328	−200	TRIM
159	M&T BANK CORP	$9.9M	78,177	−702	TRIM
160	Czech National Bank	$9.6M	76,006	+2,355	ADD
161	Arizona State Retirement System	$9.6M	75,919	−1,940	TRIM
162	CIBC Asset Management Inc	$9.4M	73,882	+1,814	ADD
163	Janus Henderson Group Ltd.	$9.3M	73,841	+32,341	ADD
164	Calamos Advisors LLC	$9.1M	71,800	0	NO CHANGE
165	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$9.0M	70,765	+70,765	NEW
166	Wealthfront Advisers LLC	$8.9M	70,207	+3,745	ADD
167	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$8.9M	69,982	+791	ADD
168	XPONANCE LLC	$8.8M	69,882	+7,022	ADD
169	MEEDER ASSET MANAGEMENT INC	$8.8M	69,868	−121,927	TRIM
170	CIBC Bancorp USA Inc.	$8.8M	69,533	—	NO PRIOR
171	Artemis Investment Management LLP	$8.6M	67,960	+11,841	ADD
172	Rafferty Asset Management, LLC	$8.6M	67,847	−17,355	TRIM
173	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$8.2M	65,009	+39	ADD
174	COMMERCE BANK	$8.1M	63,963	+4,129	ADD
175	Cetera Investment Advisers	$8.1M	63,882	+7,857	ADD
176	Vanguard Personalized Indexing Management, LLC	$8.0M	63,086	+3,202	ADD
177	OPPENHEIMER ASSET MANAGEMENT INC.	$7.8M	61,358	+30,004	ADD
178	Eurizon Capital SGR S.p.A.	$7.7M	62,910	−4,630	TRIM
179	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.6M	60,266	+23,850	ADD
180	Brevan Howard Capital Management LP	$7.5M	59,583	+20,693	ADD
181	HighTower Advisors, LLC	$7.5M	59,477	+1,081	ADD
182	Retirement Systems of Alabama	$7.5M	59,264	−156	TRIM
183	Pathstone Holdings, LLC	$7.5M	59,081	−2,645	TRIM
184	AE Wealth Management LLC	$7.4M	58,756	+581	ADD
185	ProShare Advisors LLC	$7.1M	56,398	−2,804	TRIM
186	Cardinal Capital Management	$7.0M	55,385	+55,385	NEW
187	USS Investment Management Ltd	$7.0M	55,308	+1,417	ADD
188	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$7.0M	55,293	−161,840	TRIM
189	Tidal Investments LLC	$7.0M	56,225	+48,788	ADD
190	Woodline Partners LP	$6.9M	54,672	+6,935	ADD
191	Kintegral Advisory, LLC	$6.9M	54,595	−2,421	TRIM
192	Daiwa Securities Group Inc.	$6.8M	53,825	+8,299	ADD
193	AIA Group Ltd	$6.8M	53,800	+53,800	NEW
194	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.7M	52,179	−16,727	TRIM
195	Callan Family Office, LLC	$6.7M	52,856	−4,605	TRIM
196	Candriam S.C.A.	$6.6M	52,201	−8,006	TRIM
197	MACKENZIE FINANCIAL CORP	$6.5M	51,339	+3,315	ADD
198	Yarbrough Capital, LLC	$6.3M	49,518	0	NO CHANGE
199	Crossmark Global Holdings, Inc.	$6.0M	47,183	—	NO PRIOR
200	NEOS Investment Management LLC	$5.8M	46,454	+2,700	ADD
201	Federation des caisses Desjardins du Quebec	$5.8M	46,090	−5,635	TRIM
202	LAZARD ASSET MANAGEMENT LLC	$5.8M	46,103	−5,678	TRIM
203	Utah Retirement Systems	$5.7M	45,290	−1,243	TRIM
204	QRG CAPITAL MANAGEMENT, INC.	$5.6M	44,333	+5,641	ADD
205	WESTPAC BANKING CORP	$5.6M	44,295	0	NO CHANGE
206	Pinnacle Financial Partners, Inc.	$5.6M	44,041	+3,362	ADD
207	HM PAYSON & CO	$5.6M	43,987	+23,525	ADD
208	Elo Mutual Pension Insurance Co	$5.5M	43,112	+7,113	ADD
209	ALLIANZ SE	$5.4M	42,921	+24,848	ADD
210	Ensign Peak Advisors, Inc	$5.4M	42,614	+1,135	ADD
211	Convergence Investment Partners, LLC	$5.3M	42,185	+26,100	ADD
212	ABN AMRO INVESTMENT SOLUTIONS	$5.3M	41,894	−668	TRIM
213	&PARTNERS	$5.2M	41,378	+586	ADD
214	Rakuten Investment Management, Inc.	$5.1M	41,429	+4,500	ADD
215	Assenagon Asset Management S.A.	$5.1M	40,343	+1,838	ADD
216	JOHN G ULLMAN & ASSOCIATES INC	$5.0M	39,588	−2,030	TRIM
217	Y-Intercept (Hong Kong) Ltd	$5.0M	39,443	+3,169	ADD
218	J. Goldman & Co LP	$5.0M	39,400	+39,400	NEW
219	Waverly Advisors, LLC	$5.0M	39,280	−921	TRIM
220	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.0M	39,171	+75	ADD
221	apricus wealth, LLC	$5.0M	39,165	−3,780	TRIM
222	WELCH & FORBES LLC	$4.9M	38,929	−50	TRIM
223	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.9M	38,703	+469	ADD
224	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.9M	38,496	−11,764	TRIM
225	Lombard Odier Asset Management (Switzerland) SA	$4.6M	36,333	+5,600	ADD
226	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.6M	36,234	−38	TRIM
227	EASTERN BANK	$4.5M	35,675	−4,232	TRIM
228	Advisors Asset Management, Inc.	$4.4M	34,896	−2,398	TRIM
229	BROWN ADVISORY INC	$4.4M	34,851	+17,127	ADD
230	Aurdan Capital Management, LLC	$4.4M	34,557	+207	ADD
231	Investment Management Corp of Ontario	$4.3M	33,909	−6,884	TRIM
232	DAVENPORT & Co LLC	$4.3M	33,901	+15,098	ADD
233	OMERS ADMINISTRATION Corp	$4.3M	33,664	+5,147	ADD
234	BTC Capital Management, Inc.	$4.2M	33,069	+4,153	ADD
235	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.1M	32,024	+32,024	NEW
236	CIBC WORLD MARKET INC.	$4.0M	31,637	−12,326	TRIM
237	Kestra Advisory Services, LLC	$3.9M	30,512	+2,424	ADD
238	INTACT INVESTMENT MANAGEMENT INC.	$3.8M	30,300	0	NO CHANGE
239	Laird Norton Wetherby Trust Company, LLC	$3.8M	29,826	+254	ADD
240	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$3.8M	29,686	−307	TRIM
241	NewEdge Advisors, LLC	$3.7M	29,102	−3,255	TRIM
242	Polar Asset Management Partners Inc.	$3.7M	29,045	−1,155	TRIM
243	Providence Capital Advisors, LLC	$3.7M	28,967	+746	ADD
244	OP Asset Management Ltd	$3.6M	28,490	—	NO PRIOR
245	INTECH INVESTMENT MANAGEMENT LLC	$3.6M	28,203	+5,403	ADD
246	CHOREO, LLC	$3.5M	27,917	−2,008	TRIM
247	DMKC Advisory Services, LLC	$3.5M	27,808	+1,485	ADD
248	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$3.5M	27,516	+1,961	ADD
249	UniSuper Management Pty Ltd	$3.5M	27,515	−673	TRIM
250	CULBERTSON A N & CO INC	$3.5M	27,273	+19,301	ADD
251	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.4M	27,039	+96	ADD
252	FIRST CITIZENS BANK & TRUST CO	$3.4M	26,971	−16	TRIM
253	CWM, LLC	$3.4M	26,822	+1,416	ADD
254	GUGGENHEIM CAPITAL LLC	$3.4M	26,666	+9,976	ADD
255	Trilogy Capital Inc.	$3.4M	26,630	+115	ADD
256	WINTON GROUP Ltd	$3.4M	26,557	+26,557	NEW
257	Connor, Clark & Lunn Investment Management Ltd.	$3.4M	26,540	+26,540	NEW
258	Vinva Investment Management Ltd	$3.4M	27,145	−72,169	TRIM
259	AIGEN INVESTMENT MANAGEMENT, LP	$3.3M	26,445	+26,445	NEW
260	Arjuna Capital	$3.3M	25,767	+628	ADD
261	Rockefeller Capital Management L.P.	$3.2M	25,314	−568	TRIM
262	Atlantic Union Bankshares Corp	$3.2M	25,201	+201	ADD
263	Caprock Group, LLC	$3.1M	24,569	+5,536	ADD
264	Gotham Asset Management, LLC	$3.1M	24,490	+1,972	ADD
265	OSAIC HOLDINGS, INC.	$3.1M	24,267	+413	ADD
266	Generali Asset Management SPA SGR	$3.0M	24,063	−2,649	TRIM
267	Hennion & Walsh Asset Management, Inc.	$3.0M	23,868	+13,363	ADD
268	J. Safra Sarasin Holding AG	$3.0M	23,741	+9,713	ADD
269	Keebeck Wealth Management	$2.9M	22,992	+5,177	ADD
270	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.9M	22,933	−49,678	TRIM
271	Sanctuary Advisors, LLC	$2.9M	22,851	+4,379	ADD
272	Schonfeld Strategic Advisors LLC	$2.9M	22,735	+22,735	NEW
273	EVERGREEN CAPITAL MANAGEMENT LLC	$2.9M	22,590	+627	ADD
274	Osmosis Investment Management UK Ltd	$2.9M	22,543	−11,125	TRIM
275	Catalyst Capital Advisors LLC	$2.8M	22,000	+22,000	NEW
276	Columbus Macro, LLC	$2.8M	21,932	−146	TRIM
277	Massachusetts Wealth Management	$2.7M	21,700	+75	ADD
278	PATTON FUND MANAGEMENT, INC.	$2.7M	21,662	+19,820	ADD
279	FIRST NATIONAL BANK OF OMAHA	$2.7M	21,598	−6,276	TRIM
280	Jefferies Financial Group Inc.	$2.7M	21,044	+11,512	ADD
281	Avanza Fonder AB	$2.6M	20,796	0	NO CHANGE
282	Freestone Capital Holdings, LLC	$2.6M	20,529	−599	TRIM
283	Curi Capital, LLC	$2.5M	20,059	+5,758	ADD
284	Central Pacific Bank - Trust Division	$2.5M	19,845	−630	TRIM
285	GREAT LAKES ADVISORS, LLC	$2.5M	19,710	+828	ADD
286	Sequoia Financial Advisors, LLC	$2.5M	19,420	+3,544	ADD
287	Summit Trail Advisors, LLC	$2.4M	19,126	+4,426	ADD
288	American Capital Advisory, LLC	$2.4M	18,918	−3,549	TRIM
289	Walleye Capital LLC	$2.4M	18,592	−415,284	TRIM
290	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.3M	18,120	−89	TRIM
291	Moors & Cabot, Inc.	$2.3M	18,069	−883	TRIM
292	Global Financial Private Client, LLC	$2.3M	18,019	+603	ADD
293	AXQ CAPITAL, LP	$2.3M	17,921	+17,921	NEW
294	ZACKS INVESTMENT MANAGEMENT	$2.2M	17,661	+758	ADD
295	World Investment Advisors	$2.2M	17,174	+14,731	ADD
296	Norinchukin Bank, The	$2.2M	17,033	−81	TRIM
297	MIZUHO SECURITIES USA LLC	$2.1M	16,872	−3,466	TRIM
298	Verdad Advisers, LP	$2.1M	16,665	+16,665	NEW
299	Vontobel Holding Ltd.	$2.1M	16,624	+2,345	ADD
300	MML INVESTORS SERVICES, LLC	$2.0M	16,056	−401	TRIM
301	Encore Global Management, LP	$2.0M	15,900	—	NO PRIOR
302	Steward Partners Investment Advisory, LLC	$2.0M	15,757	+1,783	ADD
303	Dynamic Technology Lab Private Ltd	$2.0M	15,546	+13,818	ADD
304	Banque Cantonale Vaudoise	$2.0M	15,529	−1,757	TRIM
305	XTX Topco Ltd	$2.0M	15,418	+7,072	ADD
306	Carlson Capital, L.P.	$2.0M	15,413	+9,413	ADD
307	Metis Global Partners, LLC	$1.9M	15,267	−2,898	TRIM
308	Cypress Capital Group	$1.9M	14,984	0	NO CHANGE
309	Clearstead Advisors, LLC	$1.9M	14,647	−954	TRIM
310	Jacobi Capital Management LLC	$1.8M	14,423	+5	ADD
311	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.8M	14,357	+9	ADD
312	KING LUTHER CAPITAL MANAGEMENT CORP	$1.8M	14,335	0	NO CHANGE
313	Maryland State Retirement & Pension System	$1.8M	14,076	0	NO CHANGE
314	Baird Financial Group, Inc.	$1.7M	13,391	+13,391	NEW
315	Quadrature Capital Ltd	$1.7M	13,381	+13,381	NEW
316	Merit Financial Group, LLC	$1.7M	13,307	+2,148	ADD
317	Donoghue Forlines LLC	$1.7M	13,223	+1,683	ADD
318	HB Wealth Management, LLC	$1.7M	13,197	+1,447	ADD
319	ALERUS FINANCIAL NA	$1.7M	13,195	−6,121	TRIM
320	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.7M	13,184	+13,184	NEW
321	Fairvoy Private Wealth, LLC	$1.7M	13,158	+13,158	NEW
322	LaFleur & Godfrey LLC	$1.6M	12,845	+445	ADD
323	QUADRANT CAPITAL GROUP LLC	$1.6M	12,686	+651	ADD
324	Concurrent Investment Advisors, LLC	$1.6M	12,683	−2,504	TRIM
325	ING GROEP NV	$1.6M	12,675	−217	TRIM
326	Allspring Global Investments Holdings, LLC	$1.6M	12,507	+222	ADD
327	DENALI ADVISORS LLC	$1.6M	12,631	−200	TRIM
328	Dai-ichi Life Insurance Company, Ltd	$1.6M	12,369	0	NO CHANGE
329	Vident Advisory, LLC	$1.5M	12,212	+2,716	ADD
330	Lido Advisors, LLC	$1.5M	12,101	−3,709	TRIM
331	KEYBANK NATIONAL ASSOCIATION/OH	$1.5M	12,062	+2,026	ADD
332	Robbins Farley	$1.5M	12,059	+2,152	ADD
333	Medallion Wealth Advisors, LLC	$1.5M	11,787	—	NO PRIOR
334	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.5M	11,728	+1,441	ADD
335	Graham Capital Management, L.P.	$1.5M	11,611	+11,611	NEW
336	Aaron Wealth Advisors LLC	$1.5M	11,464	+56	ADD
337	L. Roy Papp & Associates, LLP	$1.4M	11,277	+405	ADD
338	MONTAG A & ASSOCIATES INC	$1.4M	11,225	0	NO CHANGE
339	Benin Management CORP	$1.4M	11,135	−75	TRIM
340	Farringdon Capital, Ltd.	$1.4M	11,122	−432	TRIM
341	Empirical Finance, LLC	$1.4M	11,001	−38	TRIM
342	Kingsview Wealth Management, LLC	$1.4M	10,944	+6,505	ADD
343	FIRST NATIONAL TRUST CO	$1.4M	10,873	−5	TRIM
344	HBK Sorce Advisory LLC	$1.4M	9,174	−121	TRIM
345	Aft, Forsyth & Sober, LLC	$1.4M	10,750	0	NO CHANGE
346	Heritage Family Offices, LLP	$1.3M	10,593	+1,133	ADD
347	Orion Porfolio Solutions, LLC	$1.3M	10,590	−1,820	TRIM
348	HUSSMAN STRATEGIC ADVISORS, INC.	$1.3M	10,500	0	NO CHANGE
349	Sagewood Asset Management LP	$1.3M	10,330	+3,783	ADD
350	Engineers Gate Manager LP	$1.3M	10,308	+10,308	NEW
351	BLAIR WILLIAM & CO/IL	$1.3M	10,217	+199	ADD
352	Atria Investments, Inc	$1.3M	10,023	+125	ADD
353	RITHOLTZ WEALTH MANAGEMENT	$1.2M	9,757	+4,259	ADD
354	Beacon Pointe Advisors, LLC	$1.2M	9,722	+5,576	ADD
355	CITIZENS FINANCIAL GROUP INC/RI	$1.2M	9,405	−268	TRIM
356	Meeder Advisory Services, Inc.	$1.2M	9,325	+839	ADD
357	Mount Capital Ltd	$1.2M	9,300	0	NO CHANGE
358	Ballentine Partners, LLC	$1.2M	9,267	+318	ADD
359	MGO ONE SEVEN LLC	$1.2M	9,212	+5,518	ADD
360	EXCHANGE TRADED CONCEPTS, LLC	$1.2M	9,168	+6,897	ADD
361	Apollon Wealth Management, LLC	$1.2M	9,167	+9	ADD
362	Guinness Asset Management LTD	$1.2M	9,116	−782	TRIM
363	Parallax Volatility Advisers, L.P.	$1.1M	7,474	−92,385	TRIM
364	Inscription Capital, LLC	$1.1M	8,963	+236	ADD
365	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.1M	8,930	+7	ADD
366	iSAM Funds (UK) Ltd	$1.1M	8,642	+8,642	NEW
367	Compound Planning, Inc.	$1.1M	8,591	+1,136	ADD
368	First National Advisers, LLC	$1.1M	8,528	−3,109	TRIM
369	Brookstone Capital Management	$1.1M	8,518	−3	TRIM
370	Trexquant Investment LP	$1.1M	8,456	−90,017	TRIM
371	SIGNATUREFD, LLC	$1.1M	8,424	+1,403	ADD
372	Private Advisor Group, LLC	$1.1M	8,421	−36	TRIM
373	LVW Advisors, LLC	$1.1M	8,320	+2,715	ADD
374	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$1.0M	8,200	0	NO CHANGE
375	Everstar Asset Management, LLC	$1.0M	8,181	+201	ADD
376	Mayflower Financial Advisors, LLC	$1.0M	8,086	+2,810	ADD
377	North Dakota State Investment Board	$1.0M	8,055	−1,652	TRIM
378	Chicago Partners Investment Group LLC	$1.0M	6,688	+1,337	ADD
379	MAI Capital Management	$1.0M	8,006	+555	ADD
380	Rossmore Private Capital	$1.0M	7,935	0	NO CHANGE
381	Themes Management Co LLC	$990K	7,877	+347	ADD
382	PRUDENTIAL PLC	$987K	7,798	−89,945	TRIM
383	ROCKLAND TRUST CO	$982K	7,757	0	NO CHANGE
384	Forvis Mazars Wealth Advisors, LLC	$974K	7,693	−111	TRIM
385	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$959K	7,575	+3,575	ADD
386	SECURIAN ASSET MANAGEMENT, INC	$949K	7,495	−100	TRIM
387	GATEWAY INVESTMENT ADVISERS LLC	$942K	7,440	+5,014	ADD
388	Verdence Capital Advisors LLC	$940K	7,426	−634	TRIM
389	JONES FINANCIAL COMPANIES LLLP	$928K	7,332	+992	ADD
390	NOMURA HOLDINGS INC	$923K	7,293	−35	TRIM
391	Alamea Verwaltungs GmbH	$912K	7,208	+823	ADD
392	Brooklyn Investment Group	$905K	7,150	+3,574	ADD
393	Wedmont Private Capital	$904K	6,642	+144	ADD
394	McAdam, LLC	$895K	7,071	+132	ADD
395	OpenArc Corporate Advisory, LLC	$883K	6,974	+521	ADD
396	Ridgewood Investments LLC	$871K	6,884	—	NO PRIOR
397	Pine Valley Investments Ltd Liability Co	$869K	6,866	−115	TRIM
398	Choice Wealth Advisors LLC	$854K	6,750	0	NO CHANGE
399	JMN Financial LLC	$841K	6,643	—	NO PRIOR
400	JOHNSON INVESTMENT COUNSEL INC	$834K	6,590	+60	ADD
401	Meiji Yasuda Asset Management Co Ltd.	$830K	6,557	+253	ADD
402	CHICAGO TRUST Co NA	$815K	6,442	−374	TRIM
403	Savant Capital, LLC	$815K	6,438	+1,678	ADD
404	Cannon Advisors, Inc.	$794K	6,274	0	NO CHANGE
405	Chicago Capital, LLC	$790K	6,245	0	NO CHANGE
406	Per Stirling Capital Management, LLC.	$781K	6,171	+35	ADD
407	Capital International, Inc./CA/	$774K	6,118	+6,118	NEW
408	ANCHOR CAPITAL ADVISORS LLC	$762K	6,020	−76	TRIM
409	EP Wealth Advisors, LLC	$761K	6,015	−1,835	TRIM
410	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$755K	5,969	0	NO CHANGE
411	PINNACLE ASSOCIATES LTD	$747K	5,905	+21	ADD
412	AlphaCore Capital LLC	$737K	5,825	−1,439	TRIM
413	Wilmington Savings Fund Society, FSB	$735K	5,806	−3,522	TRIM
414	Index Fund Advisors, Inc.	$717K	5,662	0	NO CHANGE
415	Delta Investment Management, LLC	$714K	5,644	0	NO CHANGE
416	COLDSTREAM CAPITAL MANAGEMENT INC	$712K	5,628	+569	ADD
417	Tower Research Capital LLC (TRC)	$712K	5,625	−5,192	TRIM
418	WEALTH EFFECTS LLC	$703K	5,554	0	NO CHANGE
419	ROBERTS GLORE & CO INC /IL/	$702K	5,544	−266	TRIM
420	KESTRA PRIVATE WEALTH SERVICES, LLC	$688K	5,438	−83	TRIM
421	NATIXIS	$682K	5,391	−117,526	TRIM
422	LECAP ASSET MANAGEMENT LTD	$681K	5,378	+5,378	NEW
423	TWO SIGMA SECURITIES, LLC	$673K	5,318	−3,151	TRIM
424	Fortis Capital Management LLC	$670K	5,290	−115	TRIM
425	ANCHYRA PARTNERS LLC	$668K	5,280	+63	ADD
426	SAGESPRING WEALTH PARTNERS, LLC	$668K	5,279	+1,329	ADD
427	MCF Advisors LLC	$665K	5,252	—	NO PRIOR
428	Northside Capital Management, LLC	$663K	5,242	0	NO CHANGE
429	PRINCIPAL SECURITIES, INC.	$657K	5,190	+561	ADD
430	Avior Wealth Management, LLC	$657K	5,189	−50	TRIM
431	Vise Technologies, Inc.	$648K	5,020	0	NO CHANGE
432	Westover Capital Advisors, LLC	$639K	5,048	−127	TRIM
433	Perigon Wealth Management, LLC	$637K	5,030	+643	ADD
434	Smith Group Asset Management, LLC	$633K	5,000	0	NO CHANGE
435	Relyea Zuckerberg Hanson LLC	$623K	4,924	−472	TRIM
436	FOCUSED ALPHA, LLC	$611K	4,830	+17	ADD
437	Bryn Mawr Trust Advisors, LLC	$609K	4,811	−7	TRIM
438	Aries Wealth Management	$605K	4,779	0	NO CHANGE
439	Parkside Financial Bank & Trust	$600K	4,744	−19	TRIM
440	Pallas Capital Advisors LLC	$597K	4,721	+932	ADD
441	Checchi Capital Advisers, LLC	$597K	4,718	+589	ADD
442	Lebenthal Global Advisors, LLC	$592K	4,678	+4,678	NEW
443	1832 Asset Management L.P.	$582K	4,600	0	NO CHANGE
444	MONETA GROUP INVESTMENT ADVISORS LLC	$576K	4,548	+806	ADD
445	Kathmere Capital Management, LLC	$566K	4,472	+1,163	ADD
446	Walleye Trading LLC	$564K	4,458	−12,195	TRIM
447	Allworth Financial LP	$564K	4,456	+661	ADD
448	Verition Fund Management LLC	$564K	4,454	−29,417	TRIM
449	SHAYNE & JACOBS, LLC	$552K	4,361	0	NO CHANGE
450	Frec Markets, Inc.	$551K	4,351	+2,129	ADD
451	BOOTHBAY FUND MANAGEMENT, LLC	$537K	4,243	+4,243	NEW
452	BALYASNY ASSET MANAGEMENT L.P.	$527K	4,165	−204	TRIM
453	Empirical Asset Management, LLC	$527K	4,163	0	NO CHANGE
454	Kera Capital Partners, Inc.	$527K	4,160	+188	ADD
455	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	$526K	4,159	0	NO CHANGE
456	Polymer Capital Management (US) LLC	$522K	4,124	−3,123	TRIM
457	Ascent Wealth Partners, LLC	$520K	4,105	+208	ADD
458	Siemens Fonds Invest GmbH	$514K	4,062	+78	ADD
459	CAXTON ASSOCIATES LLP	$514K	4,062	+4,062	NEW
460	MWA Asset Management	$508K	4,012	−251	TRIM
461	EDMOND DE ROTHSCHILD HOLDING S.A.	$506K	4,000	0	NO CHANGE
462	Fisher Asset Management, LLC	$504K	3,984	−1,547	TRIM
463	Evanson Asset Management, LLC	$503K	3,975	0	NO CHANGE
464	AFFINITY INVESTMENT ADVISORS, LLC	$502K	3,965	0	NO CHANGE
465	Baker Avenue Asset Management, LP	$494K	3,906	+413	ADD
466	BBR PARTNERS, LLC	$494K	3,900	0	NO CHANGE
467	TEMA ETFS LLC	$489K	3,867	+14	ADD
468	Great Lakes Retirement, Inc.	$489K	3,860	+3,860	NEW
469	RWA WEALTH PARTNERS, LLC	$488K	3,852	+1,024	ADD
470	Carnegie Lake Advisors LLC	$485K	3,830	−219	TRIM
471	REGIONS FINANCIAL CORP	$476K	3,759	+1,503	ADD
472	CALDWELL SUTTER CAPITAL, INC.	$475K	3,750	0	NO CHANGE
473	Leonteq Securities AG	$473K	3,739	+1,151	ADD
474	Sompo Asset Management Co., Ltd.	$471K	3,720	0	NO CHANGE
475	Cresset Asset Management, LLC	$468K	3,701	+456	ADD
476	Hilltop Holdings Inc.	$468K	3,695	−961	TRIM
477	Bridgefront Capital, LLC	$462K	3,651	+3,651	NEW
478	Premier Path Wealth Partners, LLC	$459K	3,627	+160	ADD
479	HUB Investment Partners, LLC	$458K	3,618	+683	ADD
480	Mesirow Financial Investment Management, Inc.	$454K	3,585	0	NO CHANGE
481	STEPHENS INC /AR/	$453K	3,579	−39	TRIM
482	FULTON BANK, N.A.	$452K	3,571	−16	TRIM
483	Evercore Wealth Management, LLC	$449K	3,545	0	NO CHANGE
484	Smartleaf Asset Management LLC	$448K	3,632	+1,069	ADD
485	Machina Capital S.A.S.	$443K	3,500	+3,500	NEW
486	FLAGSHIP HARBOR ADVISORS, LLC	$443K	3,498	+3,498	NEW
487	EVOLVE PRIVATE WEALTH, LLC	$440K	3,477	+482	ADD
488	Aprio Wealth Management, LLC	$439K	3,470	+581	ADD
489	PICTON MAHONEY ASSET MANAGEMENT	$439K	3,466	−9,046	TRIM
490	Integrated Advisors Network LLC	$435K	3,439	−18,749	TRIM
491	MEANS INVESTMENT CO., INC.	$434K	3,430	0	NO CHANGE
492	Modera Wealth Management, LLC	$433K	3,417	+184	ADD
493	FOX RUN MANAGEMENT, L.L.C.	$428K	3,464	+3,464	NEW
494	Private Wealth Partners, LLC	$427K	3,370	0	NO CHANGE
495	Clear Harbor Asset Management, LLC	$425K	3,357	−58	TRIM
496	CIDEL ASSET MANAGEMENT INC	$422K	3,337	+412	ADD
497	Envestnet Portfolio Solutions, Inc.	$421K	3,330	−1,268	TRIM
498	Trust Asset Management LLC	$418K	3,303	0	NO CHANGE
499	PEAK6 LLC	$417K	3,297	−3,297	TRIM
500	ASSETMARK, INC	$417K	3,291	+549	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · STT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Caxton Associates $57.5M held
Trimming: 1 Bridgewater Associates $20.8M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · STATE STR CORP

Merged timeline of congressional filings and notable-manager moves on STT
Date	Who	Change	Size
2026-05-15	Tudor Investment Corp 13F	ADD	+423,670 sh
2026-05-15	Gotham Asset Management 13F	ADD	+1,972 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−159,600 sh
2026-05-14	Caxton Associates 13F	NEW	+4,062 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

20 members of Congress disclosed STT — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).