State Street Corporation

LSE:0L9G Stock Report

Market Cap: US$28.8b

State Street Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

LSE:0L9G Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Oct 24SellUS$1,265,604John PlanskyIndividual13,859US$91.32
17 Oct 24SellUS$46,250Elizabeth SchaeferIndividual500US$92.50
16 Oct 24SellUS$325,500Yie-Hsin HungIndividual3,500US$93.00
14 Oct 24BuyUS$10,551William MeaneyIndividual140US$90.88
23 Aug 24SellUS$1,011,502John PlanskyIndividual12,200US$82.91
09 Aug 24SellUS$2,212William MeaneyIndividual30US$77.71
21 May 24SellUS$307,705Sarah TimbyIndividual3,975US$77.41
10 May 24SellUS$306,960Joerg AmbrosiusIndividual4,000US$76.74
22 Feb 24SellUS$231,456Donna MilrodIndividual3,200US$72.33

Insider Trading Volume

Insider Buying: 0L9G insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0L9G?
Owner TypeNumber of SharesOwnership Percentage
State or Government331,0810.113%
Individual Insiders1,649,3840.563%
General Public26,292,3678.97%
Institutions264,877,68790.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 59.8% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.8%
The Vanguard Group, Inc.
37,383,230US$3.7b-0.13%0.05%
8.96%
BlackRock, Inc.
26,270,767US$2.6b6.17%0.04%
4.83%
State Street Global Advisors, Inc.
14,147,229US$1.4b-0.16%0.05%
3.23%
Dodge & Cox
9,455,812US$928.6m-26.8%0.31%
2.53%
Harris Associates L.P.
7,415,582US$728.2m2.65%0.85%
2.45%
Geode Capital Management, LLC
7,169,070US$704.0m0.58%0.05%
2.36%
Capital Research and Management Company
6,906,948US$678.3m0.01%0.03%
1.98%
Hotchkis and Wiley Capital Management, LLC
5,811,415US$570.7m30.4%1.72%
1.81%
JP Morgan Asset Management
5,294,116US$519.9m-35.9%0.06%
1.79%
LSV Asset Management
5,261,646US$516.7m-0.39%1.0%
1.73%
FMR LLC
5,083,965US$499.2m11.5%0.03%
1.73%
Amundi Asset Management SAS
5,075,695US$498.4m32.6%0.1%
1.46%
Metropolis Capital Limited
4,286,306US$420.9m3.91%10.89%
1.38%
Invesco Ltd.
4,038,386US$396.6m2.24%0.1%
1.22%
Northern Trust Global Investments
3,584,620US$352.0m-4.85%0.05%
1.11%
UBS Asset Management AG
3,240,175US$318.2m-1.05%0.03%
1.05%
Invesco Capital Management LLC
3,065,788US$301.1m-0.4%0.11%
1.04%
Dimensional Fund Advisors LP
3,052,740US$299.8m0.63%0.05%
1.01%
Yacktman Asset Management LP
2,967,829US$291.4m-7.93%2.29%
0.98%
Cooke & Bieler, L.P.
2,883,032US$283.1m-18.8%2.61%
0.94%
Amundi Asset Management US, Inc.
2,747,844US$269.8m0%0.64%
0.93%
Putnam LLC
2,735,183US$268.6m8.17%0.25%
0.91%
Columbia Management Investment Advisers, LLC
2,668,982US$262.1m-26.6%0.06%
0.89%
Legal & General Investment Management Limited
2,622,858US$257.6m-0.01%0.04%
0.73%
Eaton Vance Management
2,139,605US$210.1m0.33%0.05%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 17:19
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

State Street Corporation is covered by 41 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen BiggarArgus Research Company
Ishan MajumdarBaptista Research
Jason GoldbergBarclays