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 51–100 of 3,914 positions by value · page 2 of 79
Ticker Company Shares Value (USD) % of Portfolio Action
PM
Philip Morris International Inc.
Consumer Defensive
55,033,026 $9,099,160,518 0.33% History
KLAC
Kla Corp
Technology
6,153,503 $9,060,479,352 0.33% History
COP
Conocophillips
Energy
68,474,720 $9,038,663,040 0.32% History
NOC
Northrop Grumman Corp /De/
Industrials
13,000,928 $8,869,753,118 0.32% History
C
Citigroup Inc
Financial Services
78,042,648 $8,850,816,709 0.32% History
AXP
American Express Co
Financial Services
29,227,721 $8,840,801,048 0.32% History
PFE
Pfizer Inc
Healthcare
301,589,865 $8,468,643,409 0.30% History
PH
Parker-Hannifin Corp
Industrials
9,342,841 $8,364,084,976 0.30% History
TXN
Texas Instruments Inc
Technology
43,077,664 $8,363,097,688 0.30% History
GILD
Gilead Sciences, Inc.
Healthcare
59,858,585 $8,342,490,991 0.30% History
TMO
Thermo Fisher Scientific Inc.
Healthcare
16,731,668 $8,224,116,772 0.30% History
WELL
Welltower Inc.
Real Estate
41,560,777 $8,216,981,220 0.29% History
ABT
Abbott Laboratories
Healthcare
79,575,468 $8,170,013,299 0.29% History
DIS
Walt Disney Co
Communication Services
83,702,903 $8,067,285,791 0.29% History
TJX
Tjx Companies Inc /De/
Consumer Cyclical
48,321,197 $7,716,895,160 0.28% History
BA
Boeing Co
Industrials
37,424,293 $7,448,557,035 0.27% History
PLD
Prologis, Inc.
Real Estate
56,033,266 $7,406,477,099 0.27% History
ADI
Analog Devices Inc
Technology
23,058,669 $7,335,884,955 0.26% History
ISRG
Intuitive Surgical Inc
Healthcare
15,846,973 $7,305,296,083 0.26% History
APH
Amphenol Corp /De/
Technology
57,396,418 $7,252,037,414 0.26% History
HON
Honeywell International Inc
Industrials
31,726,805 $7,171,209,734 0.26% History
SCHW
Schwab Charles Corp
Financial Services
72,763,682 $6,838,330,834 0.25% History
QCOM
Qualcomm Inc/De
Technology
52,091,726 $6,708,372,474 0.24% History
UBER
Uber Technologies, Inc
Technology
90,639,723 $6,519,715,275 0.23% History
UNP
Union Pacific Corp
Industrials
26,587,866 $6,450,748,048 0.23% History
SO
Southern Co
Utilities
62,980,088 $6,078,838,093 0.22% History
ETN
Eaton Corp plc
Industrials
16,976,823 $6,072,100,282 0.22% History
BLK
BlackRock, Inc.
Financial Services
6,278,663 $6,038,252,993 0.22% History
SPGI
S&P Global Inc.
Financial Services
14,175,534 $6,029,421,631 0.22% History
BKNG
Booking Holdings Inc.
Consumer Cyclical
1,420,796 $5,982,005,530 0.21% History
BMY
Bristol Myers Squibb Co
Healthcare
98,564,914 $5,977,962,034 0.21% History
DE
Deere & Co
Industrials
10,611,381 $5,977,390,917 0.21% History
EQIX
Equinix Inc
Real Estate
6,078,396 $5,958,286,895 0.21% History
DUK
Duke Energy CORP
Utilities
44,532,642 $5,831,104,143 0.21% History
LOW
Lowes Companies Inc
Consumer Cyclical
24,448,558 $5,776,705,284 0.21% History
ANET
Arista Networks, Inc.
Technology
46,761,991 $5,741,437,254 0.21% History
ACN
Accenture plc
Technology
28,810,831 $5,712,899,678 0.21% History
PANW
Palo Alto Networks Inc
Technology
35,486,318 $5,689,166,501 0.20% History
INTU
Intuit Inc.
Technology
12,962,149 $5,604,573,984 0.20% History
NEM
NEWMONT Corp /DE/
Basic Materials
50,830,986 $5,502,454,234 0.20% History
CB
Chubb Ltd
Financial Services
16,706,179 $5,445,044,921 0.20% History
MDT
Medtronic plc
Healthcare
61,741,014 $5,349,858,863 0.19% History
WMB
Williams Companies, Inc.
Energy
72,988,408 $5,312,096,334 0.19% History
DHR
Danaher Corp /De/
Healthcare
27,894,181 $5,288,736,717 0.19% History
CEG
Constellation Energy Corp
Utilities
18,796,388 $5,248,891,349 0.19% History
CMCSA
Comcast Corp
Communication Services
182,735,113 $5,246,325,094 0.19% History
VRTX
Vertex Pharmaceuticals Inc / Ma
Healthcare
11,730,139 $5,237,976,269 0.19% History
PGR
Progressive Corp/Oh/
Financial Services
25,870,710 $5,128,609,550 0.18% History
SYK
Stryker Corp
Healthcare
15,349,165 $5,043,582,127 0.18% History
COF
Capital One Financial Corp
Financial Services
27,553,903 $5,026,658,524 0.18% History
Page 2 of 79