State Street Ownership

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

Recent Insider Transactions

NYSE:STT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Oct 24	SellUS$1,265,604	John Plansky	Individual	13,859	US$91.32
17 Oct 24	SellUS$46,250	Elizabeth Schaefer	Individual	500	US$92.50
16 Oct 24	SellUS$325,500	Yie-Hsin Hung	Individual	3,500	US$93.00
14 Oct 24	BuyUS$10,551	William Meaney	Individual	140	US$90.88
23 Aug 24	SellUS$1,011,502	John Plansky	Individual	12,200	US$82.91
09 Aug 24	SellUS$2,212	William Meaney	Individual	30	US$77.71
21 May 24	SellUS$307,705	Sarah Timby	Individual	3,975	US$77.41
10 May 24	SellUS$306,960	Joerg Ambrosius	Individual	4,000	US$76.74
22 Feb 24	SellUS$231,456	Donna Milrod	Individual	3,200	US$72.33

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of STT?
Owner Type	Number of Shares	Ownership Percentage
State or Government	331,081	0.113%
Individual Insiders	1,649,384	0.563%
General Public	26,262,440	8.96%
Institutions	264,907,614	90.4%

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

Top Shareholders

Top 25 shareholders own 59.82% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.8%	The Vanguard Group, Inc.	37,383,230	US$3.7b	-0.13%	0.05%
8.96%	BlackRock, Inc.	26,270,767	US$2.6b	6.17%	0.04%
4.83%	State Street Global Advisors, Inc.	14,147,229	US$1.4b	-0.16%	0.05%
3.23%	Dodge & Cox	9,455,812	US$938.7m	-26.8%	0.32%
2.53%	Harris Associates L.P.	7,415,582	US$736.1m	2.65%	0.87%
2.45%	Geode Capital Management, LLC	7,169,070	US$711.7m	0.58%	0.05%
2.36%	Capital Research and Management Company	6,906,948	US$685.7m	0.01%	0.03%
1.98%	Hotchkis and Wiley Capital Management, LLC	5,811,415	US$576.9m	30.4%	1.75%
1.81%	JP Morgan Asset Management	5,294,116	US$525.5m	-35.9%	0.06%
1.79%	LSV Asset Management	5,261,646	US$522.3m	-0.39%	1.02%
1.73%	FMR LLC	5,083,965	US$504.7m	11.5%	0.03%
1.73%	Amundi Asset Management SAS	5,075,695	US$503.9m	32.6%	0.1%
1.46%	Metropolis Capital Limited	4,286,306	US$425.5m	3.91%	11.16%
1.38%	Invesco Ltd.	4,038,386	US$400.9m	2.24%	0.11%
1.22%	Northern Trust Global Investments	3,584,620	US$355.8m	-4.85%	0.05%
1.11%	UBS Asset Management AG	3,240,175	US$321.7m	-1.05%	0.03%
1.05%	Invesco Capital Management LLC	3,065,788	US$304.3m	-0.4%	0.12%
1.04%	Dimensional Fund Advisors LP	3,052,740	US$303.0m	0.63%	0.05%
1.01%	Yacktman Asset Management LP	2,967,829	US$294.6m	-7.93%	2.34%
0.98%	Cooke & Bieler, L.P.	2,883,032	US$286.2m	-18.8%	2.68%
0.96%	Amundi Asset Management US, Inc.	2,806,891	US$278.6m	2.15%	0.66%
0.93%	Putnam LLC	2,735,183	US$271.5m	8.17%	0.25%
0.91%	Columbia Management Investment Advisers, LLC	2,668,982	US$265.0m	-26.6%	0.06%
0.89%	Legal & General Investment Management Limited	2,622,858	US$260.4m	-0.01%	0.05%
0.73%	Eaton Vance Management	2,139,605	US$212.4m	0.33%	0.05%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 22:56
End of Day Share Price	2024/12/26 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 40 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.

Analyst	Institution
Stephen Biggar	Argus Research Company
Jason Goldberg	Barclays
Ebrahim Poonawala	BofA Global Research