HolderBook

STATE STR CORP (STT)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

54
Reporting holders
$213.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,205
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$139.4M798,2471.66%29q-1.3%-$1.9M
ARGENT CAPITAL MANAGEMENT LLC$17.0M97,5790.54%2q-3.5%-$613.0K
Artemis Investment Management LLP$16.5M94,2370.14%4q+5.1%+$803.1K
VALLEY WEALTH MANAGERS, INC.$6.6M37,7740.37%17q-4.7%-$327.9K
EASTERN BANK$6.1M35,0620.09%32qHELD
Farther Finance Advisors, LLC$4.6M26,3940.03%16q+3.1%+$138.1K
Central Pacific Bank - Trust Division$3.0M17,2000.32%11q-7.0%-$227.0K
HALL LAURIE J TRUSTEE$2.6M14,9060.83%30qHELD
STABLEFORD CAPITAL II LLC$1.9M10,9240.66%newNEW
GAMMA Investing LLC$1.5M8,5010.05%12q+7.9%+$109.3K
FIG FINANCIAL ADVISORY SERVICES INC /ADV$1.4M7,7750.82%newNEW
ROCKLAND TRUST CO$1.4M7,7570.05%32qHELD
Wedmont Private Capital$1.3M7,5130.03%18q+8.8%+$106.3K
Versant Capital Management, Inc$760.2K4,3540.07%32q+2.2%+$16.1K
RFG - Bristol Wealth Advisors, LLC$733.2K4,2000.17%2q+241.5%+$518.5K
Stokes Capital Advisors, LLC$720.2K4,1250.16%3qHELD
Valeo Financial Advisors, LLC$706.8K4,0480.01%7q+3.7%+$25.5K
CANANDAIGUA NATIONAL BANK & TRUST CO$689.1K3,9470.06%20qHELD
Sound Income Strategies, LLC$635.2K3,6280.03%4q+61.5%+$241.8K
ARGUS INVESTORS' COUNSEL, INC.$592.0K3,3910.46%3q-1.4%-$8.2K
Bath Savings Trust Co$449.0K2,5720.05%2q-6.8%-$32.6K
Hummer Financial Advisory Services Inc$419.0K2,4000.27%9qHELD
DAVIDSON TRUST CO$403.1K2,3090.16%12q-2.2%-$9.3K
Ridgewood Investments LLC$386.7K2,2150.14%6q-26.9%-$142.3K
BAKER TILLY WEALTH MANAGEMENT, LLC$343.8K1,9690.07%4q+5.4%+$17.5K
RIVERSEDGE ADVISORS, LLC$300.6K1,7220.04%3qHELD
Elm3 Financial Group, LLC$296.6K1,6990.20%newNEW
JUNCTURE WEALTH STRATEGIES, LLC$291.2K1,6680.07%10q-5.7%-$17.5K
Miller Global Investments, LLC$270.6K1,5500.22%4qHELD
Avidian Wealth Enterprises, LLC$267.7K1,5330.01%newNEW
Wealth Enhancement Trust Services, Inc.$255.8K1,4650.03%4q-57.6%-$348.1K
Graves Light Lenhart Wealth, Inc.$229.4K1,3140.02%2qHELD
Apella Capital, LLC$207.7K1,1920.00%newNEW
MassMutual Private Wealth & Trust, FSB$185.6K1,0630.00%24q-5.8%-$11.3K
Bangor Savings Bank$125.0K7160.01%18qHELD
Hickory Point Bank & Trust$111.4K6380.07%3qHELD
Investors Research Corp$104.8K6000.02%31q-14.3%-$17.5K
Coastline Trust Co$87.3K5000.01%9qHELD
ARMSTRONG ADVISORY GROUP, INC$76.4K4380.00%16q+67.8%+$30.9K
Sarver Vrooman Wealth Advisors$57.4K3290.03%6qHELD
ELEVATION WEALTH PARTNERS, LLC$56.9K3260.02%5q+86.3%+$26.4K
TOMPKINS FINANCIAL CORP$56.7K3250.00%31qHELD
Grove Bank & Trust$43.5K2490.00%16qHELD
CoreCap Advisors, LLC$36.1K2070.00%9q+72.5%+$15.2K
Marquette Asset Management, LLC$17.6K1010.00%5qHELD
Mn Services Vermogensbeheer B.V.$14.2K81,1970.11%31qHELD
GoalVest Advisory LLC$10.5K600.00%2q+500.0%+$8.7K
Paladin Partners, LLC$10.5K600.01%2q-29.4%-$4.4K
Olistico Wealth, LLC$8.8K500.00%3qHELD
TOTH FINANCIAL ADVISORY CORP$4.4K250.00%newNEW
Bank of New Hampshire$3.8K220.00%3qHELD
Planning Strategies Inc.$3.1K180.00%2q+20.0%
Davis Capital Management$2.8K160.00%5q+33.3%
Retirement Wealth Solutions LLC$2.4K140.00%3q+100.0%+$1.2K
NEVILLE RODIE & SHAW INC$2.4K13,5100.16%32qHELD
CX Institutional$1.8K10,1100.05%32q+3.3%
Westwind Capital$1.6K9,2970.38%newNEW
GILPIN WEALTH MANAGEMENT, LLC$17510.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613GFMR LLCwith 1 co-filers5.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-142026-09-11Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-21O HANLEY RONALD PChairman, CEO and PresidentSold14,553$2.7M
2026-05-26O HANLEY RONALD PChairman, CEO and PresidentSold14,553$2.3M
2026-07-24Hu W. BradfordEVP and Chief Risk OfficerSold9,758$1.8M
2026-04-22TAHIRI MOSTAPHAEVP and COOSold9,611$1.5M
2026-05-26Hu W. BradfordEVP and Chief Risk OfficerSold9,212$1.4M
2026-07-21Horgan Kathryn MExecutive Vice PresidentSold5,523$1.0M
2026-06-11Horgan Kathryn MExecutive Vice PresidentSold5,500$895.3K
2026-04-22RICHARDS MICHAEL LEVP and Chief Admin OfficerSold3,000$461.7K
2026-06-08RICHARDS MICHAEL LEVP and Chief Admin OfficerSold1,500$243.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202654$213.2M1,220,928716130.0%
Q2 20261,259$45.9B269,209,6001913903870.6%
Q1 20261,133$33.1B256,916,8041164013111.9%
Q4 20251,106$35.5B268,895,193983293612.2%
Q3 20251,039$31.9B270,207,1131103363001.0%
Q2 20251,002$28.1B259,614,807893303431.7%
Q1 2025992$23.5B260,462,646903283270.9%
Q4 20241,010$25.6B257,912,8901072673531.2%
Q3 2024925$23.6B263,499,681902563521.3%
Q2 2024905$21.0B281,205,452652683361.0%
Q1 2024922$22.2B284,704,097902913171.0%
Q4 2023905$21.6B275,700,870752173631.1%
Q3 2023842$18.6B273,763,062602283221.6%
Q2 2023848$21.5B289,501,218502133691.2%
Q1 2023898$23.6B311,239,962912872980.6%
Q4 2022888$24.3B312,133,1221052472980.4%
Q3 2022825$20.1B328,696,666572542760.5%
Q2 2022834$20.4B328,761,560922802660.5%
Q1 2022874$29.5B336,484,341572872790.6%
Q4 2021900$31.9B336,928,987862592801.8%
Q3 2021839$28.3B329,622,456592672640.8%
Q2 2021836$25.8B311,430,386612492910.6%
Q1 2021838$27.0B319,470,647812393000.5%
Q4 2020816$24.3B327,023,345932142940.8%
Q3 2020758$19.6B328,765,487612182850.5%
Q2 2020778$20.8B325,858,7891022172920.5%
Q1 2020749$17.2B321,373,821662213050.5%
Q4 2019839$26.8B335,734,9571121823311.0%
Q3 2019746$19.9B332,339,515472223010.9%
Q2 2019779$19.3B340,142,969562453011.2%
Q1 2019829$22.5B338,697,944692663010.8%
Q4 2018821$21.5B337,700,025914121.0%