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STATE STREET CORP

SEC Form 13F institutional filer · CIK 0000093751

13F-HR · 512 reported holdings · 2026-03-31

Financial services company, major custodian bank and asset manager.

Reported long-US-equity value

$2.61T

Top-10 concentration

31.8%

STATE STREET CORP — $2.61T AUM allocation strategy

STATE STREET CORP files SEC Form 13F and reports $2.61T of long US equity value across 512 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 19.1%, followed by Communication Services 6.5% and Consumer Discretionary 4.8%.

The top 10 holdings account for 32% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

STATE STREET CORP — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$2.61T

total across 512 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

32% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$HBAN$TTD$NWS

+$HBAN +17.1M sh · +$139M+$TTD +13.9M sh · −$159M+$NWS +11.8M sh · +$263M

Biggest trims (shares)

$AMCR$T$VZ

−$AMCR −112M sh · −$19.5M−$T −16M sh · +$846M−$VZ −8.1M sh · +$1.7B

Added from nil (new positions)

None this quarter

Exited to nil (held last quarter, gone now)

None this quarter

Sector allocation (share of reported value)

Information Technology 19%Communication Services 7%Consumer Discretionary 5%Financials 4%Energy 3%Health Care 3%Industrials 2%Consumer Staples 1%Other holdings 57%SECTORS
  • $XLKInformation Technology19.1%
  • $XLCCommunication Services6.5%
  • $XLYConsumer Discretionary4.8%
  • $XLFFinancials4.4%
  • $XLEEnergy2.6%
  • $XLVHealth Care2.5%
  • $XLIIndustrials1.7%
  • $XLPConsumer Staples0.9%
  • Other holdings57.5%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 9%Interactive Media & Services 7%Technology Hardware, Storage & Peripherals 6%Systems Software 4%Broadline Retail 3%Integrated Oil & Gas 3%Pharmaceuticals 3%Transaction & Payment Processing Services 2%Other holdings 65%INDUSTRIES
  • Semiconductors8.9%
  • Interactive Media & Services6.5%
  • Technology Hardware, Storage & Peripherals5.9%
  • Systems Software4.3%
  • Broadline Retail3.1%
  • Integrated Oil & Gas2.6%
  • Pharmaceuticals2.5%
  • Transaction & Payment Processing Services1.7%
  • Other holdings64.5%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation994M$173B+2.41M6.7%
$AAPLApple Inc602M$153B-1.72M5.9%
$MSFTMicrosoft Corporation307M$114B+558K4.4%
$AMZNAmazon.com Inc390M$81.3B+1.8M3.1%
$GOOGAlphabet Inc. Class C Capital Stock226M$65.1B-2.04M2.5%
$AVGOBroadcom Inc191M$59.2B+1.3M2.3%
$GOOGLAlphabet Inc186M$53.3B-1.39M2.0%
$METAMeta Platforms Inc89.9M$50.8B-2.28M1.9%
$TSLATesla Inc115M$42.6B-147K1.6%
$JPMJP Morgan Chase & Co124M$36.6B-1.07M1.4%

…and 502 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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