undamentalytics Newsletter

State Street Corporation: which funds bought and sold

Institutions that bought and sold State Street shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 596 institutions that filed 13F reports for both quarters added to or opened positions in State Street, and 495 cut or closed them. Together they sold a net 5.1M shares, −2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 624K shares (+1.1%); index fund managers were net sellers of 1.3M shares (−1.5%). 184 opened a new position and 68 sold out entirely.

Bought, Q2 2026 596 institutions, 184 of them new holders Sold, Q2 2026 495 institutions, 68 of them sold out
Net change, all compared −5.1M shares (−2.0%)
Net change, active managers +624K shares (+1.1%), 47 bought, 47 sold

Buyers versus sellers

institutions compared, 1,298
Active managers and hedge funds 47 bought · 47 sold · +624K
Index fund managers 5 bought · 7 sold · −1.3M
Other institutions 544 bought · 441 sold · −4.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Victory Capital Management Inc Active manager +2.5M +128.5% 4.5M $764M
FMR LLC Active manager +2.4M +20.5% 13.9M $2.4B
GQG Partners LLC Active manager +1.1M New position 1.1M $188M
Wellington Management Group LLP Active manager +1.1M +158.6% 1.8M $300M
Pfa Pension, Forsikringsaktieselskab +441K New position 441K $74.8M
Azora Capital LP Hedge fund +406K New position 406K $68.9M
Blackrock, Inc. Index funds +392K +1.6% 24.4M $4.1B
KBC Group NV +383K +130.7% 676K $115M
AQR Capital Management LLC Hedge fund +368K +22.5% 2.0M $340M
Point72 Asset Management, L.P. Hedge fund +367K +82.5% 811K $138M
Schroder Investment Management Group Active manager +366K +452.2% 447K $76M
Healthcare Of Ontario Pension Plan Trust Fund +343K +370.5% 435K $73.8M
Acadian Asset Management LLC Active manager +342K +72.3% 814K $138M
BNP Paribas Financial Markets +338K +39.3% 1.2M $203M
Qube Research & Technologies Ltd Hedge fund +326K +55.9% 910K $154M
Jacobs Levy Equity Management, Inc Active manager +288K +61.8% 755K $128M
HSBC Holdings PLC +262K +28.3% 1.2M $202M
Raymond James Financial Inc +250K +46.5% 787K $133M
Jane Street Group, LLC +249K +66.1% 625K $106M
National Bank Of Canada +241K +114.8% 450K $76.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Dodge & Cox Active manager −3.5M −99.0% 33K $5.7M
Hotchkis & Wiley Capital Management LLC Active manager −2.2M −52.8% 2.0M $339M
Jpmorgan Chase & Co −2.0M −31.6% 4.4M $754M
Harris Associates L P Active manager −1.4M −22.5% 4.8M $808M
Vanguard Portfolio Management LLC Index funds −1.4M −8.6% 14.7M $2.5B
Invesco Ltd. −1.3M −16.0% 6.6M $1.1B
Metropolis Capital Ltd −878K −39.0% 1.4M $174M
Barclays PLC −800K −45.1% 973K $165M
Cooke & Bieler LP Active manager −677K −98.9% 7,303 $1.2M
First Trust Advisors LP −619K −22.4% 2.1M $364M
Jupiter Asset Management Ltd Active manager −528K Sold out 0 —
UBS Group AG −510K −29.8% 1.2M $204M
Capital Research Global Investors Active manager −435K Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −426K Sold out 0 —
Pinebridge Investments LLC −387K −97.3% 11K $1.8M
Sei Investments Co −351K −41.3% 498K $84.4M
Prana Capital Management, LP Hedge fund −336K −49.4% 343K $58.3M
Citadel Advisors LLC Hedge fund −326K −39.8% 493K $83.6M
Geode Capital Management, LLC Index funds −325K −4.2% 7.4M $1.3B
Caisse De Depot Et Placement Du Quebec −238K −23.4% 780K $132M

New positions

largest by value
InstitutionSharesValue June 30, 2026
GQG Partners LLCActive manager 1.1M $188M
Pfa Pension, Forsikringsaktieselskab 441K $74.8M
Azora Capital LPHedge fund 406K $68.9M
Holocene Advisors, LPHedge fund 164K $27.7M
Massachusetts Financial Services CoActive manager 152K $25.7M
Zurich Insurance Group Ltd 148K $25M
Argent Capital Management LLC 101K $17.1M
Ceredex Value Advisors LLC 75K $12.7M
Marshall Wace, LLPHedge fund 62K $10.6M
Cambria Investment Management, L.P. 55K $9.2M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jupiter Asset Management LtdActive manager 528K $66.8M
Capital Research Global InvestorsActive manager 435K $55M
Tudor Investment Corp Et AlHedge fund 426K $53.9M
Jain Global LLCHedge fund 214K $27.1M
Exoduspoint Capital Management, LPHedge fund 112K $14.2M
Clear Point Advisors Inc. 38K $11.2M
Y-Intercept (Hong Kong) Ltd 39K $5M
J. Goldman & Co LPHedge fund 39K $5M
Aigen Investment Management, LP 26K $3.3M
Jefferies Financial Group Inc. 21K $2.7M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,252
Ten largest holders
46.8%
of 13F-reported shares
Index fund managers
34.2%
of 13F-reported shares
Active managers and hedge funds
23.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 47 47 9 10 +624K +1.1%
Index fund managers 5 7 0 0 −1.3M −1.5%
Other institutions 544 441 175 58 −4.4M −4.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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