Who holds STTticker 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 ↗

782

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$24.8B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

416

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

20 members of Congress disclosed STT — the congressional view ↗