STATE STREET CORP

Location
BOSTON, MA
Portfolio Value
Mega $2,786,570,975,593
Diversification
Diversified
Filing Date
Global Rank
#2 / 8,519
Top Industry
Semiconductors 11.2%
Period ended 56 days ago
Filed May 15, 2026 · 11d
51 quarters · since Jun 2013

Portfolio Concentration

3,914 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.2%
−0.5 pts
Top 5
21.0%
−3.0 pts
Top 10
29.1%
−4.2 pts
HHI
133
Jun 2023 → Mar 2026 · range 125 – 169
Diversified −32

Portfolio Trend

51 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 30.4% $846,440,324,335
Financial Services 12.0% $333,444,191,418
Industrials 10.8% $301,045,304,209
Healthcare 10.5% $291,211,318,901
Consumer Cyclical 9.5% $265,834,969,073
Communication Services 7.3% $204,690,697,181
Energy 5.6% $156,408,383,334
Consumer Defensive 5.1% $141,768,674,360
Utilities 3.3% $91,211,603,424
Real Estate 3.1% $86,264,132,018
Basic Materials 2.3% $65,096,880,080
Unclassified 0.1% $3,154,497,260

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value
HBAN +17,122,006 94,350,662 $1,476,587,860
TTD +13,886,545 44,933,369 $1,019,538,142
NWSA +11,750,145 38,816,069 $967,684,600
ACHR +10,871,444 43,644,580 $225,642,478
CDE +10,581,748 34,832,450 $653,805,086
CLF +10,033,087 39,311,243 $332,180,003
PSKY +10,013,293 34,240,923 $308,853,125
FITB +9,145,708 40,583,308 $1,885,500,489
SATS +9,018,207 14,546,826 $1,702,996,919
XOM +8,790,138 213,904,380 $36,291,017,110
KMI +8,641,524 125,501,841 $4,208,076,728
RITM +8,399,209 18,957,083 $179,713,146
KOS +7,817,721 28,247,797 $78,528,875
ADT +7,221,915 18,963,469 $124,589,991
VRT +7,131,660 15,826,560 $3,965,819,404
USAR +7,032,882 12,065,748 $182,615,095
SARO +7,004,597 12,674,968 $327,394,423
SM +6,238,602 12,495,962 $389,624,095
SLS +6,208,185 8,396,356 $35,516,585
LYFT +6,192,823 13,192,493 $175,460,156
SLB +6,083,364 90,500,581 $4,650,824,857
INTC +5,784,234 214,321,018 $9,457,986,524
URG +5,756,770 21,224,562 $31,624,597
OCGN +5,691,453 9,670,191 $17,503,045
PANW +5,154,613 35,486,318 $5,689,166,501

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value
T 16,284,789 315,804,934 $9,155,185,036
DVLT 8,533,201 1,530,888 $949,150
VZ 8,097,671 214,853,728 $10,785,657,145
AIV 5,212,110 536,065 $2,181,784
NFLX 5,126,233 171,654,762 $16,504,605,366
ELME 4,950,380 110,287 $221,676
GOSS 4,922,860 4,388,109 $1,443,687
IVZ 4,836,304 16,705,078 $405,766,344
CMCSA 4,069,968 182,735,113 $5,246,325,094
WBD 3,637,124 127,429,710 $3,499,219,836
BAC 3,590,520 294,909,309 $14,376,828,813
F 3,285,948 192,547,584 $2,221,999,119
VTRS 3,076,454 52,233,699 $705,677,273
VLY 2,857,952 23,325,401 $286,435,924
IOVA 2,713,337 17,448,108 $61,242,859
WU 2,702,125 11,282,347 $98,494,889
BAX 2,559,276 19,979,957 $335,663,277
MS 2,514,557 101,340,194 $16,677,555,726
CFG 2,493,294 20,262,332 $1,215,132,050
BDN 2,486,883 5,530,468 $14,987,568
HPE 2,429,507 67,719,913 $1,612,411,128
UGI 2,332,578 6,749,087 $245,801,748
META 2,317,505 88,523,840 $50,647,144,579
AMH 2,239,922 16,218,219 $452,812,674
BP 2,234,907 16,223,388 $762,499,236

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value
LIN 19,625,129 $9,729,353,953
LOW 24,448,558 $5,776,705,284
ANET 46,761,991 $5,741,437,254
JCI 27,662,554 $3,622,411,446
EXC 67,571,965 $3,312,377,724
CI 12,283,141 $3,276,527,861
MSI 7,526,227 $3,266,156,731
ECL 11,222,653 $2,985,450,151
APD 10,110,495 $2,936,997,692
OXY 43,270,797 $2,812,601,805
ALL 12,259,933 $2,541,974,508
VST 16,770,480 $2,521,106,258
CIEN 6,309,050 $2,449,362,481
ADM 33,665,739 $2,447,162,567
KEYS 7,997,666 $2,258,300,948
PCG 125,873,456 $2,211,596,621
ATO 11,372,750 $2,100,774,380
FIX 1,471,879 $2,029,706,422
PRU 16,955,581 $1,656,390,707
VMC 5,800,146 $1,579,379,755
EME 1,934,709 $1,428,415,001
EVRG 16,457,617 $1,348,207,984
FISV 23,676,383 $1,321,142,171
IQV 7,476,962 $1,275,121,099
OTIS 16,201,503 $1,248,811,851

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value
EXAS 4,183,039 $424,829,440
FUBO 8,153,257 $246,554,491
TGNA 6,376,851 $123,774,677
AGL 6,318,625 $108,838,315
PIPR 683,921 $58,083,700
ADV 2,180,442 $47,969,724
COOK 786,515 $42,471,810
BBUC 384,717 $13,803,645
ORGN 518,414 $3,297,113
TVGN 132,751 $2,197,029
RVPH 383,200 $2,145,920
XLO 186,390 $1,670,054
FWDI 210,491 $1,391,345
AFCG 409,715 $1,167,687
BCSF 78,772 $1,095,718
MODD 100,100 $1,093,092
PED 92,372 $1,034,566
SLRC 66,535 $1,028,631
PFLT 107,263 $994,328
FBLG 111,300 $500,850
KIDZ 43,300 $385,370
HPAI 58,435 $245,427
IHS 16,600 $123,836
DTST 11,217 $57,431
NOTE 32,922 $48,395

Portfolio Positions

Export CSV View 13F filing
3,914 positions · $2,786,570,975,593 total · as of Mar 31, 2026
Showing 1–50 of 3,914 positions by value · page 1 of 79
Ticker Company Shares Value (USD) % of Portfolio Action
NVDA
Nvidia Corp
Technology
993,885,601 $173,333,648,814 6.22% History
AAPL
Apple Inc.
Technology
602,341,409 $152,868,226,190 5.49% History
MSFT
Microsoft Corp
Technology
306,708,289 $113,534,207,339 4.07% History
AMZN
Amazon Com Inc
Consumer Cyclical
390,450,321 $81,319,088,354 2.92% History
GOOGL
Alphabet Inc.
Communication Services
226,259,132 $65,063,075,997 2.33% History
AVGO
Broadcom Inc.
Technology
191,380,232 $59,234,095,606 2.13% History
META
Meta Platforms, Inc.
Communication Services
88,523,840 $50,647,144,579 1.82% History
TSLA
Tesla, Inc.
Consumer Cyclical
114,695,458 $42,638,036,511 1.53% History
JPM
Jpmorgan Chase & Co
Financial Services
124,276,661 $36,557,222,599 1.31% History
XOM
Exxon Mobil Corp
Energy
213,904,380 $36,291,017,110 1.30% History
LLY
ELI LILLY & Co
Healthcare
35,610,002 $32,753,011,539 1.18% History
JNJ
Johnson & Johnson
Healthcare
133,476,288 $32,626,943,838 1.17% History
CVX
Chevron Corp
Energy
153,137,916 $31,684,234,820 1.14% History
V
Visa Inc.
Financial Services
82,306,015 $24,876,169,973 0.89% History
CAT
Caterpillar Inc
Industrials
34,880,604 $24,711,512,709 0.89% History
WMT
Walmart Inc.
Consumer Defensive
185,928,865 $23,107,239,342 0.83% History
LMT
Lockheed Martin Corp
Industrials
32,555,588 $19,676,271,831 0.71% History
MA
Mastercard Inc
Financial Services
36,478,022 $18,226,608,472 0.65% History
COST
Costco Wholesale Corp /New
Consumer Defensive
18,152,232 $18,087,428,531 0.65% History
RTX
RTX Corp
Industrials
92,589,262 $17,860,468,639 0.64% History
ABBV
AbbVie Inc.
Healthcare
81,217,516 $17,663,997,554 0.63% History
MU
Micron Technology Inc
Technology
52,239,483 $17,648,586,936 0.63% History
MS
Morgan Stanley
Financial Services
101,340,194 $16,677,555,726 0.60% History
NFLX
Netflix Inc
Communication Services
171,654,762 $16,504,605,366 0.59% History
GS
Goldman Sachs Group Inc
Financial Services
19,255,058 $16,289,586,517 0.58% History
HD
Home Depot, Inc.
Consumer Cyclical
46,675,858 $15,351,222,937 0.55% History
AMD
Advanced Micro Devices Inc
Technology
74,771,220 $15,210,709,284 0.55% History
CSCO
Cisco Systems, Inc.
Technology
193,593,697 $15,020,934,950 0.54% History
PLTR
Palantir Technologies Inc.
Technology
101,626,594 $14,865,938,170 0.53% History
PG
PROCTER & GAMBLE Co
Consumer Defensive
101,250,847 $14,624,672,340 0.52% History
BAC
Bank Of America Corp /De/
Financial Services
294,909,309 $14,376,828,813 0.52% History
MRK
Merck & Co., Inc.
Healthcare
119,325,673 $14,353,685,205 0.52% History
IBM
International Business Machines Corp
Technology
54,594,493 $13,233,159,158 0.47% History
GE
General Electric Co
Industrials
45,337,044 $12,865,292,975 0.46% History
AMAT
Applied Materials Inc /De
Technology
37,506,950 $12,819,500,440 0.46% History
KO
Coca Cola Co
Consumer Defensive
167,222,395 $12,717,263,139 0.46% History
LRCX
Lam Research Corp
Technology
59,158,300 $12,639,762,378 0.45% History
UNH
Unitedhealth Group Inc
Healthcare
45,332,186 $12,266,436,209 0.44% History
ORCL
Oracle Corp
Technology
76,303,175 $11,224,960,074 0.40% History
NEE
Nextera Energy Inc
Utilities
119,667,918 $11,114,756,223 0.40% History
MCD
Mcdonalds Corp
Consumer Cyclical
35,433,830 $11,012,480,025 0.40% History
WFC
Wells Fargo & Company/Mn
Financial Services
135,493,574 $10,786,643,426 0.39% History
VZ
Verizon Communications Inc
Communication Services
214,853,728 $10,785,657,145 0.39% History
AMGN
Amgen Inc
Healthcare
30,548,488 $10,748,485,502 0.39% History
GEV
GE Vernova Inc.
Industrials
11,394,498 $9,946,257,304 0.36% History
LIN
Linde Plc
Basic Materials
19,625,129 $9,729,353,953 0.35% History
INTC
Intel Corp
Technology
214,321,018 $9,457,986,524 0.34% History
PEP
Pepsico Inc
Consumer Defensive
59,419,350 $9,227,230,861 0.33% History
T
At&T Inc.
Communication Services
315,804,934 $9,155,185,036 0.33% History
CRM
Salesforce, Inc.
Technology
48,953,388 $9,138,128,937 0.33% History
Page 1 of 79
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