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State Street Corporation (STT)

USD183.22 +5.05 (+2.83%)
US NYSE S&P 500 Financial Services Asset Management
Address One Congress Street 2114
Boston, MA, US
CEO Ronald Philip O'Hanley
IPO 1980-03-17
CIK 93751 ISIN US8574771031

Explore sections of this company profile

Also trades on London Stock Exchange · 0L9G.L (USD) New York Stock Exchange · STT (USD) New York Stock Exchange · STT-PD (USD) New York Stock Exchange · STT-PG (USD)
Description

State Street Corporation (STT) is a well-established global financial services firm that delivers a wide array of financial products and specialized services to institutional investors worldwide. The company's extensive offerings include core investment servicing functionalities such as secure asset custody, detailed product accounting, daily valuation, comprehensive administration, master trust and master custody arrangements, and specific depotbank services. It also manages record-keeping, cash, foreign exchange, brokerage, and various trading activities. Further services in this area encompass securities finance, advanced custody solutions, deposit and short-term investment facilities, as well as loan and lease financing. State Street additionally provides operational outsourcing for both traditional and alternative investment managers, complemented by sophisticated analytics for performance, risk, and compliance, along with financial data management. Beyond servicing, the firm offers capabilities in portfolio management and risk analysis, supporting trading and post-trade settlement processes with built-in compliance features and managed data solutions. Its investment management division provides a diverse range of strategies and products. These span core and enhanced indexing, multi-asset class approaches, active quantitative and fundamental management, and various alternative investment strategies. State Street is also a proponent of environmental, social, and governance (ESG) investing, offers solutions for defined benefit and defined contribution plans, and provides global fiduciary expertise, including its prominent SPDR brand of exchange-traded funds (ETFs). State Street's client roster is broad, serving mutual funds, collective investment vehicles, other investment pools, corporate and public retirement plans, insurance companies, foundations, endowments, and other investment managers. With roots dating back to its founding in 1792, State Street Corporation is headquartered in Boston, Massachusetts.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
InFinT Acquisition Corporation IFIN 2007-03-01 View
State Street Corporation STT 2007-03-01 View

Index membership

IndexAddedRemovedStatus
S&P 500 1997-08-15 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD183.22 +5.05 (+2.83%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.43
Float Shares
275.39M
Free Float %
99.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.25% +0.19% +1.83% +21.01% +30.77% +20.64% +61.74% +128.82% +76.90% +146.81% +48,049.98%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (37 ratings, all time) Buy
Price Targets & DCF
Current price
183.22
Low 144.00 -21.4%
Consensus 161.50 -11.9%
Median 165.50 -9.7%
High 171.00 -6.7%
DCF (Unlevered) 554.06 +202.4%
DCF (Levered) 297.98 +62.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 56% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 7 -1
Hold 6 0
Sell 0 -1
Strong Sell 1 -1
Price Target Summary
Period # Analysts Avg Target
Last Month 1
171.00
-6.7%
Last Quarter 9
163.44
-10.8%
Last Year 22
151.41
-17.4%
All Time 63
115.24
-37.1%
Quality scores
Altman Z-Score
-0.04
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +3.0% Q1'26: +2.2% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    +14.5% Q1'26: +22.1% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    -41.4% Q1'26: -221.2% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +16.5% Q1'26: +17.3% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    Q1'26: -3.6% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    -4.4% Q1'26: -3.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    6.96× Q1'26: 7.79× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.46) × ERP
WACC = 60% × Ke + 40% × Kd (29.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 554.06 Current price: 183.22
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2000
actual
Dec 2001
actual
Dec 2002
actual
Dec 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
9 Rev. Ana.
10 EPS Ana.
Dec 2027
10 Rev. Ana.
11 EPS Ana.
Dec 2028
5 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
5.92B
est: 3.54B (+67.3%)
5.64B
est: 3.71B (+51.8%)
5.40B
est: 4.35B (+24.1%)
5.46B
est: 4.25B (+28.6%)
5.86B
est: 5.15B (+13.8%)
7.48B
est: 5.25B (+42.5%)
9.53B
est: 5.95B (+60.1%)
11.82B
est: 7.73B (+52.9%)
12.12B
est: 10.25B (+18.3%)
9.36B
est: 8.39B (+11.6%)
9.72B
est: 8.85B (+9.8%)
10.21B
est: 9.36B (+9.0%)
10.13B
est: 9.65B (+4.9%)
10.28B
est: 9.75B (+5.4%)
10.67B
est: 9.58B (+11.3%)
10.76B
est: 10.68B (+0.8%)
10.64B
est: 10.72B (-0.8%)
11.87B
est: 11.61B (+2.2%)
13.12B
est: 11.98B (+9.5%)
13.13B
est: 11.64B (+12.8%)
12.07B
est: 11.61B (+4.0%)
12.03B
est: 11.96B (+0.6%)
13.67B
est: 12.04B (+13.6%)
18.37B
est: 11.95B (+53.7%)
21.97B
est: 12.92B (+70.1%)
22.63B
est: 13.89B (+62.9%)
15.21B
14.85B – 15.54B
+9.5% YoY
15.85B
15.36B – 16.28B
+4.2% YoY
16.78B
16.71B – 16.86B
+5.9% YoY
17.15B
16.70B – 17.54B
+2.2% YoY
EBITDA
1.28B
est: 1.02B (+25.4%)
1.33B
est: 3.06B (-56.6%)
2.24B
est: 3.20B (-29.9%)
1.81B
est: 2.23B (-18.9%)
1.83B
est: 2.87B (-36.1%)
1.93B
est: 3.57B (-45.9%)
2.16B
est: 5.05B (-57.3%)
2.03B
est: 4.88B (-58.3%)
3.21B
est: 4.56B (-29.6%)
2.20B
est: -2.40B (+191.9%)
1.86B
est: 1.58B (+17.4%)
2.95B
est: 3.44B (-14.1%)
3.26B
est: 3.56B (-8.7%)
3.34B
est: 3.72B (-10.3%)
3.14B
est: 3.26B (-3.9%)
3.10B
est: 3.43B (-9.7%)
3.05B
est: 3.15B (-3.3%)
4.08B
est: 4.25B (-4.1%)
4.30B
est: 5.13B (-16.2%)
4.05B
est: 4.98B (-18.6%)
4.41B
est: 4.15B (+6.4%)
4.73B
est: 4.44B (+6.4%)
4.48B
est: 4.53B (-1.1%)
3.20B
est: 3.03B (+5.6%)
4.00B
est: 3.27B (+22.2%)
4.29B
est: 3.52B (+21.8%)
3.85B
3.76B – 3.94B
+9.5% YoY
4.02B
3.89B – 4.12B
+4.2% YoY
4.25B
4.23B – 4.27B
+5.9% YoY
4.34B
4.23B – 4.44B
+2.2% YoY
EBIT
906.00M
est: 727.33M (+24.6%)
930.00M
est: 763.55M (+21.8%)
1.56B
est: 893.31M (+74.1%)
1.11B
est: 872.92M (+27.4%)
1.19B
est: 1.06B (+12.6%)
1.43B
est: 1.08B (+32.7%)
1.77B
est: 1.22B (+44.8%)
1.90B
est: 1.59B (+19.8%)
2.84B
est: 2.11B (+34.9%)
2.53B
est: 1.72B (+46.4%)
2.09B
est: 1.82B (+14.7%)
2.54B
est: 1.92B (+31.8%)
2.77B
est: 1.98B (+39.4%)
2.67B
est: 2.00B (+33.0%)
2.44B
est: 1.97B (+23.8%)
2.30B
est: 2.19B (+4.7%)
2.12B
est: 2.20B (-3.8%)
3.00B
est: 2.39B (+25.4%)
3.10B
est: 2.46B (+25.9%)
2.71B
est: 2.39B (+13.4%)
2.90B
est: 590.5K (+490,812.4%)
3.17B
est: 3.05B (+3.8%)
3.33B
est: 2.73B (+21.8%)
2.32B
est: 2.28B (+1.7%)
3.40B
est: 2.46B (+38.0%)
3.73B
est: 2.65B (+41.0%)
2.90B
2.83B – 2.96B
+9.5% YoY
3.02B
2.93B – 3.10B
+4.2% YoY
3.20B
3.18B – 3.21B
+5.9% YoY
3.27B
3.18B – 3.34B
+2.2% YoY
Net Income
595.00M
est: 591.38M (+0.6%)
628.00M
est: 608.14M (+3.3%)
1.02B
est: 1.00B (+1.0%)
722.00M
est: 625.30M (+15.5%)
798.00M
est: 825.12M (-3.3%)
838.00M
est: 691.35M (+21.2%)
1.11B
est: 1.04B (+6.2%)
1.26B
est: 1.15B (+9.9%)
1.81B
est: 1.73B (+4.7%)
-1.88B
est: -1.67B (-12.4%)
1.56B
est: 1.54B (+1.3%)
1.92B
est: 1.86B (+3.1%)
2.06B
est: 1.98B (+4.2%)
2.05B
est: 2.11B (-2.9%)
2.02B
est: 1.87B (+8.2%)
1.98B
est: 1.95B (+1.4%)
2.14B
est: 1.95B (+9.7%)
2.16B
est: 2.02B (+6.7%)
2.59B
est: 2.58B (+0.6%)
2.24B
est: 2.05B (+9.3%)
2.42B
est: 2.10B (+15.4%)
2.69B
est: 2.49B (+8.1%)
2.77B
est: 2.78B (-0.3%)
1.94B
est: 1.59B (+22.6%)
2.69B
est: 2.46B (+9.3%)
2.95B
est: 2.93B (+0.4%)
3.58B
3.50B – 3.65B
+21.9% YoY
3.97B
3.78B – 4.16B
+11.1% YoY
4.52B
4.29B – 4.75B
+13.7% YoY
5.14B
4.97B – 5.30B
+13.8% YoY
SGA
1.58B
est: 1.57B (+0.6%)
1.72B
est: 1.66B (+3.3%)
1.67B
est: 1.65B (+1.5%)
1.73B
est: 1.53B (+13.1%)
1.96B
est: 2.09B (-6.6%)
2.23B
est: 2.13B (+4.8%)
2.65B
est: 2.48B (+7.1%)
3.26B
est: 3.22B (+1.0%)
3.84B
est: 3.67B (+4.7%)
3.04B
est: 2.78B (+9.3%)
3.52B
est: 3.48B (+1.0%)
3.82B
est: 3.49B (+9.5%)
3.84B
est: 3.61B (+6.2%)
3.88B
est: 3.75B (+3.4%)
4.14B
est: 3.78B (+9.7%)
4.25B
est: 4.10B (+3.8%)
4.50B
est: 4.07B (+10.4%)
4.48B
est: 4.31B (+3.9%)
4.91B
est: 5.64B (-12.8%)
4.58B
est: 5.11B (-10.5%)
4.45B
est: 4.96B (-10.4%)
4.66B
est: 4.68B (-0.5%)
4.48B
est: 4.61B (-2.9%)
4.70B
est: 3.40B (+38.2%)
4.85B
est: 3.68B (+31.9%)
5.26B
est: 3.96B (+32.9%)
4.33B
4.23B – 4.43B
+9.5% YoY
4.52B
4.38B – 4.64B
+4.2% YoY
4.78B
4.76B – 4.80B
+5.9% YoY
4.88B
4.76B – 5.00B
+2.2% YoY
EPS
1.85
est: 1.80 (+2.8%)
1.94
est: 1.88 (+3.2%)
3.14
est: 2.14 (+46.7%)
2.18
est: 1.89 (+15.6%)
2.38
est: 2.67 (-10.9%)
2.53
est: 2.58 (-1.9%)
3.34
est: 3.03 (+10.2%)
3.49
est: 3.89 (-10.3%)
4.32
est: 4.77 (-9.4%)
-4.13
est: 3.88 (-206.4%)
3.11
est: 3.33 (-6.6%)
3.82
est: 3.55 (+7.6%)
4.25
est: 3.63 (+17.1%)
4.71
est: 4.44 (+6.1%)
4.77
est: 4.36 (+9.4%)
4.53
est: 4.88 (-7.3%)
5.03
est: 5.09 (-1.2%)
5.32
est: 6.23 (-14.5%)
6.48
est: 7.19 (-9.8%)
5.43
est: 5.84 (-7.0%)
6.40
est: 6.55 (-2.2%)
7.30
est: 7.32 (-0.3%)
7.28
est: 7.29 (-0.2%)
5.65
est: 5.48 (+3.0%)
8.33
est: 8.50 (-2.0%)
9.55
est: 10.15 (-5.9%)
12.43
12.11 – 12.64
+22.5% YoY
13.80
13.09 – 14.40
+11.1% YoY
15.74
14.86 – 16.42
+14.1% YoY
17.80
17.19 – 18.33
+13.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-26 Wells Fargo Overweight Overweight Maintain
2026-05-11 JP Morgan Neutral Neutral Maintain
2026-05-08 Citigroup Buy Buy Maintain
2026-04-21 Argus Research Buy Buy Maintain
2026-04-20 Keefe, Bruyette & Woods Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-27 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-26 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-22 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-21 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-20 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-19 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-18 B+ 3/5 5/5 4/5 3/5 2/5 2/5 2/5
2026-05-15 B 3/5 4/5 3/5 3/5 2/5 2/5 2/5
2026-05-14 B 3/5 4/5 3/5 3/5 2/5 2/5 2/5
2026-05-13 B 3/5 4/5 3/5 3/5 2/5 2/5 2/5
2026-05-12 B 3/5 4/5 3/5 3/5 2/5 2/5 2/5
2026-05-11 B 3/5 4/5 3/5 3/5 2/5 2/5 2/5
2026-05-08 B 3/5 4/5 3/5 3/5 2/5 3/5 2/5
2026-05-07 B 3/5 4/5 3/5 3/5 2/5 3/5 2/5
2026-05-06 B 3/5 4/5 3/5 3/5 2/5 3/5 2/5
2026-05-05 B 3/5 4/5 3/5 3/5 2/5 3/5 2/5
2026-05-04 B 3/5 4/5 3/5 3/5 2/5 3/5 2/5
2026-05-01 B 3/5 4/5 4/5 3/5 1/5 3/5 2/5
2026-04-30 B 3/5 4/5 4/5 3/5 1/5 3/5 2/5
2026-04-29 B 3/5 4/5 4/5 3/5 1/5 3/5 2/5
2026-04-28 B 3/5 4/5 4/5 3/5 1/5 3/5 2/5
2026-04-27 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-24 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-23 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-22 B+ 3/5 5/5 4/5 4/5 1/5 3/5 2/5
2026-04-21 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5
2026-04-20 A- 4/5 5/5 4/5 4/5 2/5 3/5 2/5
2026-04-17 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-15 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-11.74B
OE per share TTM
-41.32
Owner's Yield
-27.09%
Maintenance CapEx ratio
32.37%
Maint CapEx / Avg PPE
18.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1,155
Total invested
32.16B
Insider transactions (90d)
21
Beneficial owners (>5%)
1
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 STATE STREET CORPORATION 3.12M 4.50% 2.94M HC MA 2024-10-18

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
1,155
+21 vs prev Q
New positions
138
Closed positions
114
Increased
565
Reduced
333
Put/Call ratio
1.32
Calls held
2.20M
Puts held
2.89M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 36.60M -361.6K (-1.0%) 4.72B +433.8M (+10.1%) 13.07% +0.160 pp 0.07% +0.004 pp USD64.17 +101.0% 84 qtrs
2 BLACKROCK, INC. 24.56M +227.3K (+0.9%) 3.17B +345.7M (+12.2%) 8.77% +0.272 pp 0.05% +0.004 pp USD88.86 +45.2% 6 qtrs
3 STATE STREET CORP 13.35M -155.6K (-1.2%) 1.72B +155.4M (+9.9%) 4.77% +0.050 pp 0.06% +0.003 pp USD69.83 +84.7% 51 qtrs
4 FMR LLC 13.32M +2.0M (+17.7%) 1.72B +405.8M (+30.9%) 4.76% +0.805 pp 0.09% +0.019 pp USD96.26 +34.0% 70 qtrs
5 REGENTS OF THE UNIVERSITY OF CALIFORNIA 8.71M +5.9M (+211.2%) 1.12B +798.6M (+246.0%) 3.11% +2.132 pp 51.67% +26.367 pp USD124.83 +3.3% 2 qtrs
6 INVESCO LTD. 8.00M -370.0K (-4.4%) 1.03B +61.1M (+6.3%) 2.86% -0.067 pp 0.16% +0.005 pp USD78.59 +64.2% 57 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 7.39M -46.6K (-0.6%) 949.91M +90.5M (+10.5%) 2.64% +0.042 pp 0.06% +0.004 pp USD68.62 +88.0% 78 qtrs
8 JPMORGAN CHASE & CO 6.38M -2.1M (-24.6%) 822.89M -158.4M (-16.1%) 2.28% -0.677 pp 0.05% -0.007 pp USD84.63 +52.4% 51 qtrs
9 HARRIS ASSOCIATES L P 6.31M -1.3M (-17.3%) 813.57M -70.5M (-8.0%) 2.25% -0.410 pp 1.03% -0.389 pp USD65.20 +97.9% 55 qtrs
10 MORGAN STANLEY 5.22M +433.2K (+9.0%) 673.74M +118.1M (+21.3%) 1.87% +0.192 pp 0.04% +0.007 pp USD81.38 +58.5% 51 qtrs
11 DODGE & COX 4.74M -2.1M (-30.2%) 612.04M -176.3M (-22.4%) 1.69% -0.679 pp 0.33% -0.095 pp USD59.90 +115.4% 108 qtrs
12 VICTORY CAPITAL MANAGEMENT INC 4.56M +1.1M (+30.8%) 588.23M -64.4M (-9.9%) 1.63% +0.411 pp 0.33% -0.050 pp USD109.74 +17.6% 43 qtrs
13 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 4.39M -157.8K (-3.5%) 565.93M +38.7M (+7.3%) 1.57% -0.021 pp 1.69% +0.062 pp USD77.05 +67.4% 43 qtrs
14 LSV ASSET MANAGEMENT 4.23M -243.8K (-5.5%) 545.20M +26.7M (+5.1%) 1.51% -0.052 pp 1.19% +0.044 pp USD63.94 +101.8% 59 qtrs
15 FRANKLIN RESOURCES INC 3.93M +67.3K (+1.7%) 506.53M +58.9M (+13.1%) 1.40% +0.054 pp 0.12% +0.013 pp USD81.76 +57.8% 51 qtrs
16 NORTHERN TRUST CORP 3.90M -38.1K (-1.0%) 503.47M +46.3M (+10.1%) 1.39% +0.017 pp 0.06% +0.006 pp USD73.86 +74.7% 51 qtrs
17 FIRST TRUST ADVISORS LP 3.58M +835.3K (+30.4%) 462.24M +143.5M (+45.0%) 1.28% +0.320 pp 0.34% +0.099 pp USD104.02 +24.0% 51 qtrs
18 DIMENSIONAL FUND ADVISORS LP 3.05M -10.2K (-0.3%) 393.53M +38.5M (+10.8%) 1.09% +0.020 pp 0.08% +0.006 pp USD69.82 +84.8% 51 qtrs
19 MILLENNIUM MANAGEMENT LLC 3.01M +3.0M (+7,830.0%) 388.76M +384.4M (+8,718.6%) 1.08% +1.063 pp 0.16% +0.162 pp USD128.71 +0.2% 13 qtrs
20 GOLDMAN SACHS GROUP INC 2.99M +613.9K (+25.9%) 385.47M +110.1M (+40.0%) 1.07% +0.238 pp 0.05% +0.014 pp USD97.42 +32.4% 73 qtrs
21 NORDEA INVESTMENT MANAGEMENT AB 2.83M +377.6K (+15.4%) 367.04M +83.7M (+29.5%) 1.01% +0.154 pp 0.32% +0.067 pp USD89.82 +43.6% 88 qtrs
22 UBS ASSET MANAGEMENT AMERICAS INC 2.77M -62.0K (-2.2%) 357.16M +28.8M (+8.8%) 0.99% +0.000 pp 0.08% +0.004 pp USD78.49 +64.4% 90 qtrs
23 PRICE T ROWE ASSOCIATES INC /MD/ 2.76M -258.2K (-8.6%) 356.18M +5.9M (+1.7%) 0.99% -0.069 pp 0.04% +0.001 pp USD95.57 +35.0% 75 qtrs
24 METROPOLIS CAPITAL LTD 2.49M -1.5M (-36.9%) 321.29M -136.6M (-29.8%) 0.89% -0.489 pp 10.26% -4.136 pp USD69.16 +86.5% 29 qtrs
25 NORGES BANK 2.35M +2.4M (+100.0%) 303.48M +303.5M (+100.0%) 0.84% +0.840 pp 0.03% +0.033 pp USD129.01 +0.0% 1 qtrs NEW
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.95M +22.3K (+1.2%) 251.57M +27.9M (+12.5%) 0.70% +0.023 pp 0.04% +0.003 pp USD67.42 +91.4% 100 qtrs
27 LEGAL & GENERAL GROUP PLC 1.93M -21.3K (-1.1%) 249.21M +22.6M (+10.0%) 0.69% +0.008 pp 0.06% +0.004 pp USD67.79 +90.3% 75 qtrs
28 BANK OF NEW YORK MELLON CORP 1.89M -121.5K (-6.0%) 243.90M +10.5M (+4.5%) 0.68% -0.028 pp 0.04% -0.002 pp USD75.28 +71.4% 66 qtrs
29 AMERIPRISE FINANCIAL INC 1.80M -94.9K (-5.0%) 232.12M +12.4M (+5.6%) 0.64% -0.019 pp 0.05% +0.002 pp USD76.07 +69.6% 55 qtrs
30 BANK OF AMERICA CORP /DE/ 1.72M +198.0K (+13.0%) 222.48M +45.4M (+25.6%) 0.62% +0.083 pp 0.02% +0.004 pp USD93.32 +38.2% 52 qtrs
31 NEWPORT TRUST CO 1.46M -46.4K (-3.1%) 188.26M +13.6M (+7.8%) 0.52% -0.005 pp 0.45% +0.053 pp USD97.18 +32.8% 33 qtrs
32 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.43M -298.2K (-17.3%) 183.88M -16.1M (-8.0%) 0.51% -0.093 pp 0.11% -0.018 pp USD79.57 +62.1% 20 qtrs
33 1.39M +1.4M (+100.0%) 178.71M +178.7M (+100.0%) 0.49% +0.495 pp 1.32% +1.317 pp USD129.01 +0.0% 1 qtrs NEW
34 DEUTSCHE BANK AG\ 1.37M -64.4K (-4.5%) 176.68M +10.3M (+6.2%) 0.49% -0.012 pp 0.06% +0.002 pp USD73.07 +76.6% 50 qtrs
35 FEDERATED HERMES, INC. 1.24M +108.8K (+9.6%) 159.51M +28.7M (+21.9%) 0.44% +0.048 pp 0.27% +0.036 pp USD89.31 +44.5% 54 qtrs
36 UBS GROUP AG 1.23M -849.0K (-40.8%) 158.88M -82.5M (-34.2%) 0.44% -0.287 pp 0.03% -0.012 pp USD97.56 +32.2% 45 qtrs
37 AMUNDI 1.16M -889.0 (-0.1%) 149.77M +14.0M (+10.3%) 0.41% +0.009 pp 0.04% -0.003 pp USD82.00 +57.3% 19 qtrs
38 AQR CAPITAL MANAGEMENT LLC 1.15M -132.6K (-10.3%) 148.47M -420.4K (-0.3%) 0.41% -0.037 pp 0.08% -0.018 pp USD87.51 +47.4% 74 qtrs
39 CATALYST FINANCIAL PARTNERS LLC 1.04M +20.0 (+0.0%) 134.55M +13.6M (+11.2%) 0.37% +0.008 pp 15.01% +0.413 pp USD106.34 +21.3% 3 qtrs
40 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1.01M -133.2K (-11.7%) 130.05M -2.3M (-1.8%) 0.36% -0.039 pp 2.08% -0.063 pp USD80.01 +61.2% 26 qtrs
41 NUVEEN, LLC 959.9K -57.4K (-5.6%) 123.84M +5.8M (+4.9%) 0.34% -0.013 pp 0.03% +0.001 pp USD89.53 +44.1% 4 qtrs
42 VOYA INVESTMENT MANAGEMENT LLC 929.3K +110.2K (+13.5%) 119.43M +24.4M (+25.7%) 0.33% +0.046 pp 0.12% +0.023 pp USD105.23 +22.6% 51 qtrs
43 YACKTMAN ASSET MANAGEMENT LP 913.6K -138.3K (-13.1%) 117.86M -4.2M (-3.4%) 0.33% -0.041 pp 1.65% -0.032 pp USD60.99 +111.5% 52 qtrs
44 COOKE & BIELER LP 913.4K -176.9K (-16.2%) 117.84M -8.6M (-6.8%) 0.33% -0.055 pp 1.23% -0.077 pp USD68.18 +89.2% 52 qtrs
45 BANK OF MONTREAL /CAN/ 885.7K +44.6K (+5.3%) 114.26M +16.7M (+17.1%) 0.32% +0.023 pp 0.04% +0.002 pp USD91.41 +41.1% 51 qtrs
46 CAPITAL INTERNATIONAL INVESTORS 876.3K -1.4M (-61.5%) 113.05M -151.0M (-57.2%) 0.31% -0.482 pp 0.02% -0.025 pp USD67.04 +92.4% 51 qtrs
47 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 866.6K +142.0K (+19.6%) 111.80M +27.7M (+33.0%) 0.31% +0.056 pp 0.16% +0.038 pp USD84.13 +53.3% 67 qtrs
48 BARCLAYS PLC 857.8K -608.7K (-41.5%) 110.67M -19.1M (-14.7%) 0.31% -0.206 pp 0.03% -0.007 pp USD82.77 +55.9% 51 qtrs
49 MAN GROUP PLC 855.8K -882.1K (-50.8%) 110.41M -91.2M (-45.2%) 0.31% -0.301 pp 0.19% -0.163 pp USD78.08 +65.2% 32 qtrs
50 PANAGORA ASSET MANAGEMENT INC 833.2K +354.1K (+73.9%) 107.49M +51.9M (+93.4%) 0.30% +0.130 pp 0.38% +0.157 pp USD107.12 +20.4% 67 qtrs
51 BNP PARIBAS ARBITRAGE, SNC 765.9K -98.4K (-11.4%) 98.81M -1.5M (-1.5%) 0.27% -0.028 pp 0.04% -0.009 pp USD88.81 +45.3% 51 qtrs
52 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 759.2K +398.5K (+110.5%) 97.95M +56.1M (+134.1%) 0.27% +0.145 pp 0.17% +0.091 pp USD116.79 +10.5% 13 qtrs
53 HSBC HOLDINGS PLC 750.4K -103.6K (-12.1%) 97.00M -2.0M (-2.0%) 0.27% -0.030 pp 0.05% -0.005 pp USD84.99 +51.8% 56 qtrs
54 CIBC WORLD MARKET INC. 750.0K +750.0K (+100.0%) 96.76M +96.8M (+100.0%) 0.27% +0.268 pp 0.16% +0.156 pp USD129.01 +0.0% 1 qtrs NEW
55 CAPITAL RESEARCH GLOBAL INVESTORS 682.0K +55.0 (+0.0%) 87.98M +8.9M (+11.2%) 0.24% +0.005 pp 0.02% +0.001 pp USD74.39 +73.4% 51 qtrs
56 SUMITOMO MITSUI TRUST HOLDINGS, INC. 681.7K -20.3K (-2.9%) 87.94M +6.5M (+8.0%) 0.24% -0.002 pp 0.05% +0.005 pp USD62.63 +106.0% 59 qtrs
57 LETKO, BROSSEAU & ASSOCIATES INC 668.2K -13.9K (-2.0%) 86.21M +7.1M (+8.9%) 0.24% +0.000 pp 1.41% +0.052 pp USD49.79 +159.1% 62 qtrs
58 STIFEL FINANCIAL CORP 610.3K +35.2K (+6.1%) 78.73M +12.0M (+18.0%) 0.22% +0.017 pp 0.07% +0.010 pp USD91.47 +41.0% 48 qtrs
59 SEI INVESTMENTS CO 600.7K +166.2K (+38.3%) 77.50M +27.1M (+53.8%) 0.21% +0.063 pp 0.08% +0.022 pp USD87.21 +47.9% 45 qtrs
60 MILLER HOWARD INVESTMENTS INC /NY 599.6K -7.3K (-1.2%) 77.36M +6.9M (+9.9%) 0.21% +0.002 pp 2.33% +0.188 pp USD93.22 +38.4% 4 qtrs
61 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 594.4K +26.6K (+4.7%) 76.71M +10.9M (+16.5%) 0.21% +0.014 pp 0.05% +0.005 pp USD80.77 +59.7% 58 qtrs
62 RHUMBLINE ADVISERS 562.9K -708.0 (-0.1%) 72.61M +7.2M (+11.1%) 0.20% +0.004 pp 0.06% +0.006 pp USD70.51 +83.0% 51 qtrs
63 CANADA PENSION PLAN INVESTMENT BOARD 556.4K +204.2K (+58.0%) 71.78M +30.9M (+75.7%) 0.20% +0.076 pp 0.05% +0.019 pp USD99.74 +29.3% 52 qtrs
64 ROYAL BANK OF CANADA 546.4K +75.4K (+16.0%) 70.49M +15.9M (+29.0%) 0.20% +0.031 pp 0.01% +0.003 pp USD85.83 +50.3% 51 qtrs
65 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 543.7K +6.7K (+1.3%) 70.15M +7.9M (+12.6%) 0.19% +0.007 pp 0.04% +0.003 pp USD61.64 +109.3% 58 qtrs
66 NATIONAL PENSION SERVICE 525.7K +1.9K (+0.4%) 67.82M +7.1M (+11.6%) 0.19% +0.005 pp 0.05% +0.003 pp USD79.42 +62.4% 46 qtrs
67 RAYMOND JAMES FINANCIAL INC 503.0K +8.8K (+1.8%) 65.03M +7.7M (+13.4%) 0.18% +0.007 pp 0.02% +0.002 pp USD98.06 +31.6% 5 qtrs
68 GAMCO INVESTORS, INC. ET AL 495.8K -38.2K (-7.1%) 63.96M +2.0M (+3.3%) 0.18% -0.009 pp 0.61% +0.013 pp USD52.96 +143.6% 64 qtrs
69 POINT72 ASSET MANAGEMENT, L.P. 494.4K +494.4K (+100.0%) 63.78M +63.8M (+100.0%) 0.18% +0.177 pp 0.07% +0.071 pp USD129.01 +0.0% 19 qtrs
70 WELLS FARGO & COMPANY/MN 490.5K +143.1K (+41.2%) 63.28M +23.0M (+57.0%) 0.18% +0.054 pp 0.01% +0.004 pp USD89.96 +43.4% 57 qtrs
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 486.9K +6.7K (+1.4%) 62.81M +7.1M (+12.8%) 0.17% +0.006 pp 0.06% +0.006 pp USD67.22 +91.9% 52 qtrs
72 GREAT LAKES ADVISORS, LLC 485.5K -15.4K (-3.1%) 62.64M +4.5M (+7.8%) 0.17% -0.002 pp 0.51% +0.026 pp USD74.32 +73.6% 15 qtrs
73 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 472.1K +43.2K (+10.1%) 60.94M +11.4M (+23.0%) 0.17% +0.019 pp 0.07% -0.058 pp USD95.82 +34.6% 51 qtrs
74 CBOE VEST FINANCIAL, LLC 453.9K +127.5K (+39.1%) 58.55M +20.7M (+54.7%) 0.16% +0.048 pp 0.74% +0.248 pp USD111.65 +15.5% 4 qtrs
75 PUBLIC SECTOR PENSION INVESTMENT BOARD 453.5K +392.3K (+640.9%) 58.50M +51.4M (+723.9%) 0.16% +0.141 pp 0.20% +0.170 pp USD122.37 +5.4% 58 qtrs
76 QUANTINNO CAPITAL MANAGEMENT LP 438.9K +86.1K (+24.4%) 56.62M +15.7M (+38.3%) 0.16% +0.034 pp 0.11% +0.002 pp USD108.76 +18.6% 18 qtrs
77 WALLEYE CAPITAL LLC 433.9K +50.8K (+13.3%) 55.97M +11.5M (+26.0%) 0.16% +0.021 pp 0.17% +0.005 pp USD90.44 +42.6% 12 qtrs
78 AEGON ASSET MANAGEMENT UK PLC 431.9K -13.3K (-3.0%) 55.74M +4.1M (+7.9%) 0.15% -0.001 pp 0.66% +0.051 pp USD87.50 +47.4% 9 qtrs
79 GABELLI FUNDS LLC 421.2K -17.1K (-3.9%) 54.34M +3.5M (+6.9%) 0.15% -0.003 pp 0.37% +0.024 pp USD53.76 +140.0% 64 qtrs
80 ALLIANCEBERNSTEIN L.P. 420.3K +72.8K (+20.9%) 54.22M +13.9M (+34.5%) 0.15% +0.029 pp 0.02% +0.004 pp USD80.60 +60.1% 61 qtrs
81 AMERICAN CENTURY COMPANIES INC 409.9K -14.8K (-3.5%) 52.88M +3.6M (+7.3%) 0.15% -0.002 pp 0.03% +0.002 pp USD78.89 +63.5% 51 qtrs
82 TWO SIGMA INVESTMENTS, LP 407.1K -810.7K (-66.6%) 52.52M -88.8M (-62.8%) 0.15% -0.280 pp 0.07% -0.136 pp USD109.88 +17.4% 15 qtrs
83 JUPITER ASSET MANAGEMENT LTD 394.0K -141.3K (-26.4%) 50.82M -11.3M (-18.1%) 0.14% -0.046 pp 0.41% -0.126 pp USD116.01 +11.2% 4 qtrs
84 VIRGINIA RETIREMENT SYSTEMS ET AL 384.5K -13.1K (-3.3%) 49.60M +3.5M (+7.5%) 0.14% -0.002 pp 0.30% -0.004 pp USD89.53 +44.1% 4 qtrs
85 FREESTONE GROVE PARTNERS LP 377.4K -268.2K (-41.5%) 48.69M -26.2M (-35.0%) 0.13% -0.091 pp 0.35% -0.207 pp USD108.88 +18.5% 4 qtrs
86 DNB ASSET MANAGEMENT AS 376.8K -18.7K (-4.7%) 48.62M +2.7M (+6.0%) 0.13% -0.004 pp 0.17% -0.002 pp USD93.74 +37.6% 47 qtrs
87 MANUFACTURERS LIFE INSURANCE COMPANY, THE 371.2K -45.2K (-10.9%) 47.96M -343.7K (-0.7%) 0.13% -0.013 pp 0.04% 0.000 pp USD70.20 +83.8% 100 qtrs
88 BRANDES INVESTMENT PARTNERS, LP 370.5K -191.2K (-34.0%) 47.80M -17.4M (-26.6%) 0.13% -0.064 pp 0.36% -0.159 pp USD70.07 +84.1% 56 qtrs
89 PRIVATE MANAGEMENT GROUP INC 367.9K -57.8K (-13.6%) 47.46M -1.9M (-3.9%) 0.13% -0.017 pp 1.38% -0.088 pp USD67.27 +91.8% 10 qtrs
90 ALLIANZ ASSET MANAGEMENT GMBH 362.5K +10.0K (+2.8%) 46.76M +5.9M (+14.4%) 0.13% +0.006 pp 0.05% +0.002 pp USD88.71 +45.4% 51 qtrs
91 SUSQUEHANNA INTERNATIONAL GROUP, LLP 349.3K -67.4K (-16.2%) 45.06M -3.3M (-6.8%) 0.12% -0.021 pp 0.01% 0.000 pp USD93.49 +38.0% 51 qtrs
92 DANSKE BANK A/S 328.3K +30.2K (+10.1%) 42.35M +7.8M (+22.5%) 0.12% +0.013 pp 0.10% +0.013 pp USD96.72 +33.4% 8 qtrs
93 BRIDGEWATER ASSOCIATES, LP 323.8K -129.5K (-28.6%) 41.77M -10.8M (-20.6%) 0.12% -0.043 pp 0.15% -0.054 pp USD90.71 +42.2% 8 qtrs
94 JANE STREET GROUP, LLC 321.2K +201.1K (+167.4%) 41.44M +27.5M (+197.4%) 0.11% +0.073 pp 0.01% +0.004 pp USD116.59 +10.7% 6 qtrs
95 PRINCIPAL FINANCIAL GROUP INC 321.1K +2.7K (+0.9%) 41.42M +4.5M (+12.2%) 0.11% +0.004 pp 0.02% +0.003 pp USD69.15 +86.6% 81 qtrs
96 CITADEL ADVISORS LLC 312.6K +101.0K (+47.7%) 40.33M +15.8M (+64.3%) 0.11% +0.038 pp 0.01% +0.002 pp USD104.46 +23.5% 38 qtrs
97 STRS OHIO 307.7K -16.1K (-5.0%) 39.69M +2.1M (+5.7%) 0.11% -0.003 pp 0.15% +0.010 pp USD89.16 +44.7% 95 qtrs
98 PNC FINANCIAL SERVICES GROUP, INC. 303.0K +7.8K (+2.6%) 39.08M +4.8M (+14.1%) 0.11% +0.005 pp 0.02% +0.001 pp USD70.63 +82.7% 51 qtrs
99 KOREA INVESTMENT CORP 299.5K +2.9K (+1.0%) 38.64M +4.2M (+12.3%) 0.11% +0.003 pp 0.08% +0.005 pp USD91.70 +40.7% 38 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.30
Neutral
Ratio by volume
0.52
Neutral
Buys
13
Sells
10
Shares acquired
21.5K
Shares disposed
41.8K
Cash buys
Cash sales
5.00
Net activity
-20,238
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-26 O HANLEY RONALD P Director / Officer S-Sale D Common Stock 14,553 155.35 2.26M 255,512 D
2026-05-26 Hu W. Bradford Officer S-Sale D Common Stock 9,212 155.35 1.43M 59,552 D
2026-05-20 Rhea John B Director A-Award A Common Stock 2,533 0.00 25,736 D
2026-05-20 Porter Brian J. Director A-Award A Common Stock 1,526 0.00 10,424 D
2026-05-20 Portalatin Julio A Director A-Award A Common Stock 1,526 0.00 15,404 D
2026-05-20 O'Sullivan Sean Director A-Award A Common Stock 1,526 0.00 28,696 D
2026-05-20 Meaney William L Director A-Award A Common Stock 1,526 0.00 26,472 D
2026-05-20 MATHEW SARA Director A-Award A Common Stock 1,526 0.00 25,087 D
2026-05-20 Halliday Patricia Director A-Award A Common Stock 1,526 0.00 4,146 D
2026-05-20 Gordon Susan M. Director A-Award A Common Stock 1,526 0.00 1,850 D
2026-05-20 Freda William C Director A-Award A Common Stock 1,526 0.00 35,506 D
2026-05-20 Fawcett Amelia C. Director A-Award A Common Stock 1,526 0.00 65,287 D
2026-05-20 DeMaio Donna Director A-Award A Common Stock 1,526 0.00 13,346 D
2026-05-20 Chandoha Marie A Director A-Award A Common Stock 1,526 0.00 15,853 D
2026-05-15 TAHIRI MOSTAPHA Officer F-InKind D Common Stock 91 152.85 13.9K 64,551 D
2026-05-15 Schaefer Elizabeth Officer F-InKind D Common Stock 191 152.85 29.2K 8,573 D
2026-05-15 RICHARDS MICHAEL L Officer F-InKind D Common Stock 195 152.85 29.8K 43,327 D
2026-05-15 O HANLEY RONALD P Director / Officer M-Exempt A Common Stock 2,204 0.00 272,269 D
2026-05-13 Schaefer Elizabeth Officer S-Sale D Common Stock 500 150.87 75.4K 8,764 D
2026-04-22 TAHIRI MOSTAPHA Officer S-Sale D Common Stock 9,611 152.93 1.47M 64,642 D
2026-04-22 RICHARDS MICHAEL L Officer S-Sale D Common Stock 3,000 153.89 461.7K 43,522 D
2026-03-19 Gordon Susan M. Director A-Award A Common Stock 324 0.00 324 D
2026-03-11 PLANSKY JOHN Officer S-Sale D Common Stock 16,100 124.32 2.00M 56,162 D
2026-03-05 Porter Brian J. Director P-Purchase A Common Stock 2,500 124.99 312.5K 8,898 D
2026-03-02 O HANLEY RONALD P Director / Officer S-Sale D Common Stock 29,107 125.70 3.66M 270,065 D
2026-02-26 Woods John F Officer A-Award A Common Stock 16,112 0.00 94,215 D
2026-02-26 TAHIRI MOSTAPHA Officer A-Award A Common Stock 14,259 0.00 74,253 D
2026-02-26 Shelton Mark Officer A-Award A Common Stock 10,726 0.00 35,167 D
2026-02-26 Schaefer Elizabeth Officer A-Award A Common Stock 4,216 0.00 9,264 D
2026-02-26 RICHARDS MICHAEL L Officer A-Award A Common Stock 5,967 0.00 46,522 D
2026-02-26 PLANSKY JOHN Officer A-Award A Common Stock 12,769 0.00 72,262 D
2026-02-26 O HANLEY RONALD P Director / Officer A-Award A Common Stock 43,873 0.00 299,172 D
2026-02-26 Hung Yie-Hsin Officer A-Award A Common Stock 20,202 0.00 88,959 D
2026-02-26 Hu W. Bradford Officer A-Award A Common Stock 12,310 0.00 68,764 D
2026-02-26 Horgan Kathryn M Officer A-Award A Common Stock 9,507 0.00 114,194 D
2026-02-26 AMBROSIUS JOERG Officer A-Award A Common Stock 10,716 0.00 64,641 D
2026-02-24 RICHARDS MICHAEL L Officer S-Sale D Common Stock 2,500 127.91 319.8K 40,555 D
2026-02-23 Horgan Kathryn M Officer S-Sale D Common Stock 5,676 127.10 721.4K 104,687 D
2026-02-23 AMBROSIUS JOERG Officer S-Sale D Common Stock 8,765 128.00 1.12M 53,925 D
2026-02-13 TAHIRI MOSTAPHA Officer A-Award A Common Stock 10,193 0.00 63,902 D
2026-02-13 Shelton Mark Officer F-InKind D Common Stock 2,529 127.97 323.6K 24,441 D
2026-02-13 Schaefer Elizabeth Officer F-InKind D Common Stock 211 127.97 27.0K 5,048 D
2026-02-13 RICHARDS MICHAEL L Officer F-InKind D Common Stock 2,400 127.97 307.1K 43,055 D
2026-02-13 PLANSKY JOHN Officer F-InKind D Common Stock 7,729 127.97 989.1K 59,493 D
2026-02-13 O HANLEY RONALD P Director / Officer F-InKind D Common Stock 21,589 127.97 2.76M 255,299 D
2026-02-13 Hung Yie-Hsin Officer F-InKind D Common Stock 16,467 127.97 2.11M 68,757 D
2026-02-13 Hu W. Bradford Officer F-InKind D Common Stock 6,958 127.97 890.4K 56,454 D
2026-02-13 Horgan Kathryn M Officer A-Award A Common Stock 16,950 0.00 121,928 D
2026-02-13 AMBROSIUS JOERG Officer A-Award A Common Stock 12,351 0.00 66,092 D
2025-11-28 Horgan Kathryn M Officer S-Sale D Common Stock 5,676 118.55 672.9K 104,978 D
2025-11-14 TAHIRI MOSTAPHA Officer F-InKind D Common Stock 74 116.84 8.6K 53,709 D
2025-11-14 Schaefer Elizabeth Officer F-InKind D Common Stock 173 116.84 20.2K 5,259 D
2025-11-14 RICHARDS MICHAEL L Officer F-InKind D Common Stock 333 116.84 38.9K 38,293 D
2025-11-14 PLANSKY JOHN Officer F-InKind D Common Stock 3,601 116.84 420.7K 54,031 D
2025-11-14 O HANLEY RONALD P Director / Officer D-Return D Common Stock 2,204 116.23 256.2K 227,023 D
2025-11-11 Hung Yie-Hsin Officer G-Gift D Common Stock 6,000 0.00 85,224 D
2025-10-27 RICHARDS MICHAEL L Officer S-Sale D Common Stock 1,500 117.24 175.9K 38,626 D
2025-09-15 Porter Brian J. Director A-Award A Common Stock 1,398 0.00 3,898 D
2025-08-29 Woods John F Officer A-Award A Common Stock 78,103 0.00 78,103 D
2025-08-28 O HANLEY RONALD P Director / Officer G-Gift D Common Stock 17,410 0.00 227,023 D
2025-08-26 RICHARDS MICHAEL L Officer S-Sale D Common Stock 1,000 115.17 115.2K 40,126 D
2025-08-25 Woods John F Officer 0 0.00 0
2025-08-21 O HANLEY RONALD P Director / Officer S-Sale D Common Stock 13,330 112.39 1.50M 244,433 D
2025-08-19 Schaefer Elizabeth Officer S-Sale D Common Stock 1,576 111.07 175.0K 5,432 D
2025-08-15 TAHIRI MOSTAPHA Officer F-InKind D Common Stock 70 111.07 7.8K 53,783 D
2025-08-15 Schaefer Elizabeth Officer F-InKind D Common Stock 173 111.07 19.2K 7,008 D
2025-08-15 RICHARDS MICHAEL L Officer F-InKind D Common Stock 206 111.07 22.9K 41,126 D
2025-08-15 O HANLEY RONALD P Director / Officer M-Exempt D 2023 Cash Settled Restricted Stock Units 1,343 0.00 2,686 D
2025-08-15 Keating Mark R Officer F-InKind D Common Stock 590 111.07 65.5K 22,381 D
2025-08-15 Bisegna Anthony Officer F-InKind D Common Stock 567 111.07 63.0K 27,424 D
2025-08-12 O HANLEY RONALD P Director / Officer S-Sale D Common Stock 39,466 111.24 4.39M 72,026 I
2025-08-11 Hung Yie-Hsin Officer G-Gift D Common Stock 1,700 0.00 91,224 D
2025-08-06 Chandoha Marie A Director G-Gift D Common Stock 5,469 0.00 14,051 D
2025-07-22 RICHARDS MICHAEL L Officer S-Sale D Common Stock 990 109.29 108.2K 41,332 D
2025-05-30 O HANLEY RONALD P Director / Officer S-Sale D Common Stock 41,070 96.21 3.95M 111,586 I
2025-05-30 Horgan Kathryn M Officer S-Sale D Common Stock 11,111 96.61 1.07M 110,654 D
2025-05-15 TAHIRI MOSTAPHA Officer F-InKind D Common Stock 50 98.20 4.9K 53,853 D
2025-05-15 Schaefer Elizabeth Officer F-InKind D Common Stock 173 98.20 17.0K 7,181 D
2025-05-15 RICHARDS MICHAEL L Officer F-InKind D Common Stock 205 98.20 20.1K 42,322 D
2025-05-15 O HANLEY RONALD P Director / Officer M-Exempt A Common Stock 2,203 0.00 270,201 D
2025-05-15 Keating Mark R Officer F-InKind D Common Stock 590 98.20 57.9K 22,971 D
2025-05-15 Bisegna Anthony Officer F-InKind D Common Stock 566 98.20 55.6K 27,991 D
2025-05-14 Rhea John B Director A-Award A Common Stock 3,993 0.00 22,599 D
2025-05-14 Portalatin Julio A Director A-Award A Common Stock 2,406 0.00 13,795 D
2025-05-14 O'Sullivan Sean Director A-Award A Common Stock 2,406 0.00 26,463 D
2025-05-14 Meaney William L Director A-Award A Common Stock 2,406 0.00 24,298 D
2025-05-14 MATHEW SARA Director A-Award A Common Stock 2,406 0.00 23,083 D
2025-05-14 Halliday Patricia Director A-Award A Common Stock 2,406 0.00 3,126 D
2025-05-14 Freda William C Director A-Award A Common Stock 2,406 0.00 33,096 D
2025-05-14 Fawcett Amelia C. Director A-Award A Common Stock 2,406 0.00 62,225 D
2025-05-14 DeMaio Donna Director A-Award A Common Stock 2,406 0.00 11,513 D
2025-05-14 Chandoha Marie A Director A-Award A Common Stock 2,406 0.00 19,423 D
2025-05-09 RICHARDS MICHAEL L Officer S-Sale D Common Stock 750 94.04 70.5K 42,527 D
2025-05-06 Schaefer Elizabeth Officer S-Sale D Common Stock 1,300 90.72 117.9K 7,354 D
2025-05-02 TAHIRI MOSTAPHA Officer S-Sale D Common Stock 3,989 90.43 360.7K 53,903 D
2025-05-01 PLANSKY JOHN Officer S-Sale D Common Stock 11,622 88.83 1.03M 57,632 D
2025-05-01 Bisegna Anthony Officer S-Sale D Common Stock 3,500 88.74 310.6K 28,557 D
2025-03-17 RICHARDS MICHAEL L Officer Common Stock 0 0.00 43,277 D
2025-02-28 de Saint-Aignan Patrick Director S-Sale D Common Stock 19,745 98.24 1.94M 11,955 D
2025-02-28 TAHIRI MOSTAPHA Officer A-Award A Common Stock 15,811 0.00 57,892 D
2025-02-28 Shelton Mark Officer A-Award A Common Stock 14,518 0.00 26,970 D
2025-02-28 Schaefer Elizabeth Officer A-Award A Common Stock 2,439 0.00 8,654 D
2025-02-28 PLANSKY JOHN Officer A-Award A Common Stock 13,694 0.00 69,254 D
2025-02-28 O HANLEY RONALD P Director / Officer A-Award A Common Stock 46,799 0.00 267,998 D
2025-02-28 Keating Mark R Officer A-Award A Common Stock 5,286 0.00 23,561 D
2025-02-28 Hung Yie-Hsin Officer A-Award A Common Stock 26,809 0.00 92,924 D
2025-02-28 Hu W. Bradford Officer A-Award A Common Stock 15,838 0.00 49,213 D
2025-02-28 Horgan Kathryn M Officer A-Award A Common Stock 10,064 0.00 121,765 D
2025-02-28 Bisegna Anthony Officer A-Award A Common Stock 9,486 0.00 32,057 D
2025-02-28 AMBROSIUS JOERG Officer F-InKind D Common Stock 5,192 99.23 515.2K 48,820 D
2025-02-19 AMBROSIUS JOERG Officer S-Sale D Common Stock 2,880 100.07 288.2K 43,076 D
2025-02-18 de Saint-Aignan Patrick Director S-Sale D Common Stock 8,028 99.96 802.5K 31,700 D
2025-02-18 SUMME GREGORY L Director S-Sale D Common Stock 10,815 100.00 1.08M 100,023 D
2025-02-18 Fogarty Ann Officer S-Sale D Common Stock 3,705 99.47 368.5K 50,816 D
2025-02-15 Timby Sarah Officer F-InKind D Common Stock 491 99.16 48.7K 14,397 D
2025-02-15 TAHIRI MOSTAPHA Officer A-Award A Common Stock 5,111 0.00 43,181 D
2025-02-15 Shelton Mark Officer F-InKind D Common Stock 1,437 99.16 142.5K 12,452 D
2025-02-15 Schaefer Elizabeth Officer F-InKind D Common Stock 233 99.16 23.1K 6,215 D
2025-02-15 PLANSKY JOHN Officer F-InKind D Common Stock 5,274 99.16 523.0K 60,741 D
2025-02-15 O HANLEY RONALD P Director / Officer M-Exempt A Common Stock 1,342 0.00 213,370 D
2025-02-15 Milrod Donna M Officer A-Award A Common Stock 10,452 0.00 52,650 D
2025-02-15 Keating Mark R Officer A-Award A Common Stock 2,793 0.00 19,749 D
2025-02-15 Hung Yie-Hsin Officer F-InKind D Common Stock 12,709 99.16 1.26M 66,115 D
2025-02-15 Hu W. Bradford Officer A-Award A Common Stock 2,363 0.00 38,101 D
2025-02-15 Horgan Kathryn M Officer F-InKind D Common Stock 4,915 99.16 487.4K 116,292 D
2025-02-15 Fogarty Ann Officer F-InKind D Common Stock 1,594 99.16 158.1K 54,521 D
2025-02-15 FRANZ BRIAN J Officer F-InKind D Common Stock 3,437 99.16 340.8K 81,208 D
2025-02-15 Bisegna Anthony Officer A-Award A Common Stock 7,574 0.00 26,895 D
2025-02-15 AMBROSIUS JOERG Officer F-InKind D Common Stock 2,214 99.16 219.5K 47,413 D
2025-02-14 Keating Mark R Officer Common Stock 0 0.00 16,956 D
2024-11-25 Horgan Kathryn M Officer S-Sale D Common Stock 12,500 97.97 1.22M 111,042 D
2024-11-25 Fogarty Ann Officer S-Sale D Common Stock 1,500 97.97 147.0K 51,042 D
2024-11-18 Milrod Donna M Officer S-Sale D Common Stock 101 95.36 9.6K 42,198 D
2024-11-15 TAHIRI MOSTAPHA Officer F-InKind D Common Stock 69 95.48 6.6K 38,070 D
2024-11-15 Schaefer Elizabeth Officer F-InKind D Common Stock 192 95.48 18.3K 6,448 D
2024-11-15 O HANLEY RONALD P Director / Officer M-Exempt D 2022 Cash Settled Restricted Stock Units 2,516 0.00 2,516 D
2024-11-15 Milrod Donna M Officer F-InKind D Common Stock 893 95.48 85.3K 42,299 D
2024-11-15 Fogarty Ann Officer F-InKind D Common Stock 704 95.48 67.2K 52,542 D
2024-11-15 Bisegna Anthony Officer F-InKind D Common Stock 1,029 95.48 98.2K 19,321 D
2024-11-08 Halliday Patricia Director A-Award A Common Stock 1,029 0.00 1,029 D
2024-10-18 PLANSKY JOHN Officer S-Sale D Common Stock 13,859 91.32 1.27M 55,108 D
2024-10-17 Schaefer Elizabeth Officer S-Sale D Common Stock 500 92.50 46.3K 6,640 D
2024-10-16 Hung Yie-Hsin Officer S-Sale D Common Stock 3,500 93.00 325.5K 78,824 D
2024-10-14 Meaney William L Director P-Purchase A Common Stock 10 90.88 908.80 30 I
2024-08-23 PLANSKY JOHN Officer S-Sale D Common Stock 12,200 82.91 1.01M 68,967
2024-08-16 Milrod Donna M Officer S-Sale D Common Stock 102 80.65 8.2K 43,192
2024-08-16 Bisegna Anthony Officer S-Sale D Common Stock 643 80.65 51.9K 20,350
2024-08-15 Timby Sarah Officer F-InKind D Common Stock 685 80.55 55.2K 14,888
2024-08-15 TAHIRI MOSTAPHA Officer F-InKind D Common Stock 85 80.55 6.8K 38,139
2024-08-15 Schaefer Elizabeth Officer F-InKind D Common Stock 192 80.55 15.5K 7,140
2024-08-15 O HANLEY RONALD P Director / Officer M-Exempt D 2024 Cash Settled Restricted Stock Units 6,611 0.00 26,444
2024-08-15 Milrod Donna M Officer F-InKind D Common Stock 714 80.55 57.5K 43,294
2024-08-15 Horgan Kathryn M Officer S-Sale D Common Stock 6,776 80.00 542.1K 123,542
2024-08-15 Fogarty Ann Officer F-InKind D Common Stock 704 80.55 56.7K 53,246
2024-08-15 Bisegna Anthony Officer F-InKind D Common Stock 846 80.55 68.1K 20,993
2024-08-14 Aboaf Eric W. Officer S-Sale D Common Stock 7,000 79.09 553.6K 130,063
2024-08-09 Meaney William L Director S-Sale D Common Stock 10 77.71 777.10 20 I
2024-07-31 O HANLEY RONALD P Director / Officer G-Gift D Common Stock 17,555 0.00 212,028
2024-06-17 Meaney William L Director P-Purchase A Common Stock 10 71.71 717.10 30 I
2024-06-14 Meaney William L Director P-Purchase A Common Stock 25 70.91 1.8K 21,512 D
2024-06-07 Schaefer Elizabeth Officer D Common Stock 0 0.00 7,332
2024-05-31 Milrod Donna M Officer S-Sale D Common Stock 101 74.33 7.5K 44,008
2024-05-21 Timby Sarah Officer S-Sale D Common Stock 3,975 77.41 307.7K 15,573
2024-05-17 Meaney William L Director P-Purchase A Common Stock 10 78.01 780.10 20 I
2024-05-16 Bisegna Anthony Officer S-Sale D Common Stock 643 77.76 50.0K 21,839
2024-05-15 de Saint-Aignan Patrick Director A-Award A Common Stock 2,514 0.00 39,728
2024-05-15 TAHIRI MOSTAPHA Officer F-InKind D Common Stock 85 77.57 6.6K 38,224
2024-05-15 SUMME GREGORY L Director A-Award A Common Stock 2,514 0.00 108,328
2024-05-15 Rhea John B Director A-Award A Common Stock 4,062 0.00 17,967
2024-05-15 Portalatin Julio A Director A-Award A Common Stock 2,514 0.00 11,282
2024-05-15 O'Sullivan Sean Director A-Award A Common Stock 2,514 0.00 23,231
2024-05-15 O HANLEY RONALD P Director / Officer D-Return D Common Stock 2,516 77.57 195.2K 229,583
2024-05-15 Milrod Donna M Officer F-InKind D Common Stock 713 77.57 55.3K 44,109
2024-05-15 Meaney William L Director A-Award A Common Stock 2,514 0.00 21,092
2024-05-15 MATHEW SARA Director A-Award A Common Stock 2,514 0.00 20,146
2024-05-15 Freda William C Director A-Award A Common Stock 2,514 0.00 29,636
2024-05-15 Fogarty Ann Officer F-InKind D Common Stock 3,167 77.57 245.7K 53,950
2024-05-15 Fawcett Amelia C. Director A-Award A Common Stock 2,514 0.00 57,928
2024-05-15 DeMaio Donna Director A-Award A Common Stock 2,514 0.00 8,794
2024-05-15 Chandoha Marie A Director A-Award A Common Stock 2,514 0.00 16,620
2024-05-15 Bisegna Anthony Officer F-InKind D Common Stock 846 77.57 65.6K 22,482
2024-05-14 Aboaf Eric W. Officer S-Sale D Common Stock 12,000 76.53 918.4K 137,063
2024-05-10 AMBROSIUS JOERG Officer S-Sale D Common Stock 4,000 76.74 307.0K 48,397
2024-03-19 Meaney William L Director P-Purchase A Common Stock 10 72.62 726.20 10 I
2024-03-18 Meaney William L Director P-Purchase A Common Stock 25 72.49 1.8K 21,487 D
2024-03-01 Bisegna Anthony Officer S-Sale D Common Stock 4,258 73.64 313.6K 23,328
2024-02-29 Aboaf Eric W. Officer S-Sale D Common Stock 12,000 73.90 886.8K 149,063
2024-02-23 Timby Sarah Officer A-Award A Common Stock 1,633 0.00 17,653
2024-02-23 PLANSKY JOHN Officer A-Award A Common Stock 15,104 0.00 81,167
2024-02-23 O HANLEY RONALD P Director / Officer A-Award A 2024 Cash Settled Restricted Stock Units 39,665 0.00 39,665
2024-02-23 Milrod Donna M Officer A-Award A Common Stock 9,663 0.00 44,822
2024-02-23 Hung Yie-Hsin Officer A-Award A Common Stock 29,505 0.00 82,324
2024-02-23 Hu W. Bradford Officer A-Award A Common Stock 15,433 0.00 35,738
2024-02-23 Horgan Kathryn M Officer A-Award A Common Stock 9,806 0.00 130,318
2024-02-23 Fogarty Ann Officer A-Award A Common Stock 12,651 0.00 57,117
2024-02-23 FRANZ BRIAN J Officer A-Award A Common Stock 11,660 0.00 78,229
2024-02-23 Bisegna Anthony Officer A-Award A Common Stock 9,849 0.00 27,586
2024-02-23 Appleyard Ian Officer F-InKind D Common Stock 1,540 73.58 113.3K 17,212
2024-02-23 Aboaf Eric W. Officer A-Award A Common Stock 23,471 0.00 161,063
2024-02-23 AMBROSIUS JOERG Officer F-InKind D Common Stock 3,028 73.58 222.8K 52,397

Executive team

Top executives
EBIT / Employee
70.8K
Shares Outstanding
276.77M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Ronald P. O’Hanley Chairman, CEO and President 1.20M 12.76M 5.40M 164.8K 19.53M 65.36%
2 2025 John F. Woods Executive Vice President and CFO 230.8K 2.50M 12.00M 2.78M 4.2K 17.51M 68.53%
3 2025 Yie-Hsin Hung President and CEO of State Street Investment Management 700.0K 6.34M 3.56M 99.8K 10.70M 59.24%
4 2025 Joerg Ambrosius Executive Vice President and President of Investment Services 3.56M 2.82M 2.05M 243.4K 8.67M 32.53%
5 2025 Mostapha Tahiri Executive Vice President and Chief Operating Officer 650.0K 3.74M 2.47M 62.5K 6.92M 54.02%
6 2025 Mark R. Keating Executive Vice President and Global Head of Strategic Finance and former Interim CFO 495.4K 975.1K 1.68M 79.0K 3.23M 30.21%
7 2025 Eric W. Aboaf Former Vice Chairman and CFO 118.5K 67.8K 73.1K 259.3K 0.00%
8 2024 Ronald P. O’Hanley Chairman, CEO and President 1.20M 11.10M 4.26M 160.1K 16.72M 66.40%
9 2024 Ronald P. O’Hanley Chairman, Chief Executive Officer and President 1.20M 11.10M 4.26M 160.1K 16.72M 66.40%
10 2024 Yie-Hsin Hung President and Chief Executive Officer, State Street Global Advisors 700.0K 5.07M 3.58M 97.6K 9.45M 53.67%
11 2024 Yie-Hsin Hung President and CEO of State Street Investment Management 700.0K 5.07M 3.58M 97.6K 9.45M 53.67%
12 2024 Bradford Hu Executive Vice President and Chief Risk Officer 700.0K 2.65M 2.07M 134.9K 5.56M 47.70%
13 2024 Joerg Ambrosius Executive Vice President and President of Investment Services 2.58M 1.13M 1.61M 205.1K 5.52M 20.42%
14 2024 Eric W. Aboaf Former Vice Chairman and Chief Financial Officer 700.0K 4.03M 140.9K 94.0K 4.97M 81.18%
15 2024 Eric W. Aboaf Former Vice Chairman and CFO 700.0K 4.03M 140.9K 94.0K 4.97M 81.18%
16 2023 Ronald P. O’Hanley Chairman, CEO and President 1.15M 12.15M 16.3K 136.8K 13.45M 90.34%
17 2023 Ronald P. O’Hanley Chairman, Chief Executive Officer and President 1.15M 12.15M 16.3K 136.8K 13.45M 90.34%
18 2023 Yie-Hsin Hung Chief Executive Officer and President, State Street Global Advisors 700.0K 4.50M 5.00M 2.94M 57.3K 13.19M 37.89%
19 2023 Yie-Hsin Hung President and CEO of State Street Investment Management 700.0K 4.50M 5.00M 2.94M 57.3K 13.19M 37.89%
20 2023 Yie-Hsin Hung President and Chief Executive Officer, State Street Global Advisors 700.0K 4.50M 5.00M 2.94M 57.3K 13.19M 37.89%
21 2023 Louis D. Maiuri Former President, Chief Operating Officer and Head of Investment Services 700.0K 5.40M 2.35M 153.0K 8.60M 62.76%
22 2023 Eric W. Aboaf Vice Chairman and Chief Financial Officer 700.0K 4.74M 2.33M 113.9K 7.89M 60.14%
23 2023 Eric W. Aboaf Former Vice Chairman and Chief Financial Officer 700.0K 4.74M 2.33M 113.9K 7.89M 60.14%
24 2023 Eric W. Aboaf Former Vice Chairman and CFO 700.0K 4.74M 2.33M 113.9K 7.89M 60.14%
25 2023 Bradford Hu Executive Vice President and Chief Risk Officer 700.0K 3.12M 1.47M 116.5K 5.41M 57.72%
26 2022 Ronald P. O’Hanley Chairman and Chief Executive Officer 1.00M 15.52M 1.36M 121.2K 18.00M 86.23%
27 2022 Ronald P. O’Hanley Chairman, Chief Executive Officer and President 1.00M 15.52M 1.36M 121.2K 18.00M 86.23%
28 2022 Louis D. Maiuri Former President, Chief Operating Officer and Head of Investment Services 700.0K 4.50M 2.94M 99.1K 8.24M 54.65%
29 2022 Louis D. Maiuri President, Chief Operating Officer and Head of Investment Services 700.0K 4.50M 2.94M 99.1K 8.24M 54.65%
30 2022 Eric W. Aboaf Former Vice Chairman and Chief Financial Officer 700.0K 4.50M 2.59M 82.4K 7.88M 57.20%
31 2022 Eric W. Aboaf Vice Chairman and Chief Financial Officer 700.0K 4.50M 2.59M 82.4K 7.88M 57.20%
32 2022 Cyrus Taraporevala Former President and CEO of State Street Global Advisors 700.0K 4.63M 2.24M 67.9K 7.64M 60.63%
33 2022 Francisco Aristeguieta Former Executive Vice President and CEO of State Street Institutional Services 700.0K 4.70M 32.3K 2.11M 7.55M 62.30%
34 2022 Andrew J. Erickson Executive Vice President, Chief Productivity Officer and Head of International 704.0K 4.50M 1.54M 115.0K 6.86M 65.65%
35 2021 Ronald P. O’Hanley President and Chief Executive Officer 1.00M 13.00M 113.7K 14.11M 92.11%
36 2021 Ronald P. O’Hanley Chairman, Chief Executive Officer and President 1.00M 13.00M 113.7K 14.11M 92.11%
37 2021 Ronald P. O’Hanley Chairman and Chief Executive Officer 1.00M 13.00M 113.7K 14.11M 92.11%
38 2021 Francisco Aristeguieta Former Executive Vice President and CEO of State Street Institutional Services 704.8K 4.00M 2.53M 3.44M 10.67M 37.46%
39 2021 Francisco Aristeguieta Executive Vice President and Chief Executive Officer of State Street Institutional Services 704.8K 4.00M 2.53M 3.44M 10.67M 37.46%
40 2021 Andrew J. Erickson Executive Vice President, Chief Productivity Officer and Head of International 709.5K 3.80M 2.43M 2.36M 9.30M 40.91%
41 2021 Louis D. Maiuri Executive Vice President and Chief Operating Officer 700.0K 4.39M 2.43M 82.4K 7.60M 57.77%
42 2021 Louis D. Maiuri President, Chief Operating Officer and Head of Investment Services 700.0K 4.39M 2.43M 82.4K 7.60M 57.77%
43 2021 Louis D. Maiuri Former President, Chief Operating Officer and Head of Investment Services 700.0K 4.39M 2.43M 82.4K 7.60M 57.77%
44 2021 Eric W. Aboaf Executive Vice President and Chief Financial Officer 700.0K 4.10M 2.43M 96.7K 7.32M 55.96%
45 2021 Eric W. Aboaf Vice Chairman and Chief Financial Officer 700.0K 4.10M 2.43M 96.7K 7.32M 55.96%
46 2020 Francisco Aristeguieta Executive Vice President and Chief Executive Officer of State Street Institutional Services 709.5K 4.42M 2.15M 3.16M 10.45M 42.31%
47 2020 Francisco Aristeguieta Former Executive Vice President and CEO of State Street Institutional Services 709.5K 4.42M 2.15M 3.16M 10.45M 42.31%
48 2020 Ronald P. O’Hanley Chairman and Chief Executive Officer 950.0K 8.25M 8.3K 101.6K 9.31M 88.62%
49 2020 Ronald P. O’Hanley President and Chief Executive Officer 950.0K 8.25M 8.3K 101.6K 9.31M 88.62%
50 2020 Andrew J. Erickson Executive Vice President, Chief Productivity Officer and Head of International 658.2K 3.79M 2.05M 1.33M 7.82M 48.41%
51 2020 Louis D. Maiuri Executive Vice President and Chief Operating Officer 637.5K 3.93M 2.37M 55.5K 6.99M 56.25%
52 2020 Louis D. Maiuri President, Chief Operating Officer and Head of Investment Services 637.5K 3.93M 2.37M 55.5K 6.99M 56.25%
53 2020 Eric W. Aboaf Vice Chairman and Chief Financial Officer 700.0K 3.66M 2.21M 63.0K 6.63M 55.16%
54 2020 Eric W. Aboaf Executive Vice President and Chief Financial Officer 700.0K 3.66M 2.21M 63.0K 6.63M 55.16%
55 2019 Francisco Aristeguieta Executive Vice President and Chief Executive Officer for International Business 325.5K 9.51M 2.38M 1.14M 13.35M 71.23%
56 2019 Francisco Aristeguieta Executive Vice President and Chief Executive Officer of State Street Institutional Services 325.5K 9.51M 2.38M 1.14M 13.35M 71.23%
57 2019 Ronald P. O’Hanley President and Chief Executive Officer 800.0K 4.93M 2.84M 135.8K 8.70M 56.63%
58 2019 Jeffrey N. Carp Executive Vice President, Chief Legal Officer and Secretary 650.0K 2.58M 1.81M 1.45M 6.49M 39.75%
59 2019 Andrew J. Erickson Executive Vice President, Chief Productivity Officer and Head of International 500.5K 2.28M 2.07M 1.31M 6.17M 37.03%
60 2019 Andrew J. Erickson Executive Vice President and Head of Global Services 500.5K 2.28M 2.07M 1.31M 6.17M 37.03%
61 2019 Eric W. Aboaf Executive Vice President and Chief Financial Officer 700.0K 2.58M 2.01M 82.9K 5.38M 48.06%
62 2018 Joseph L. Hooley Chairman and Chief Executive Officer 1.00M 10.00M 1.97M 3.14M 16.10M 62.10%
63 2018 Ronald P. O’Hanley President and Chief Executive Officer 800.0K 5.03M 2.38M 123.3K 8.34M 60.40%
64 2018 Ronald P. O’Hanley President and Chief Operating Officer 800.0K 5.03M 2.38M 123.3K 8.34M 60.40%
65 2018 Eric W. Aboaf Executive Vice President and Chief Financial Officer 700.0K 5.10M 1.59M 52.7K 7.44M 68.56%
66 2018 Jeff D. Conway Executive Vice President and Global Head of Operations and Business Transformation 961.2K 4.27M 814.7K 784.0K 6.83M 62.55%
67 2018 Karen C. Keenan Executive Vice President and Chief Administrative Officer 450.0K 4.37M 1.30M 28.3K 6.15M 71.09%
68 2018 Andrew J. Erickson Executive Vice President and Head of Global Services 487.0K 2.00M 1.11M 1.62M 5.21M 38.35%
69 2018 Andrew J. Erickson Executive Vice President, Chief Productivity Officer and Head of International 487.0K 2.00M 1.11M 1.62M 5.21M 38.35%
70 2017 Joseph L. Hooley Chairman and Chief Executive Officer 1.00M 10.00M 4.84M 3.64M 19.48M 51.33%
71 2017 Ronald P. O’Hanley President and Chief Executive Officer 800.0K 5.30M 4.07M 79.2K 10.25M 51.72%
72 2017 Ronald P. O’Hanley President and Chief Operating Officer 800.0K 5.30M 4.07M 79.2K 10.25M 51.72%
73 2017 Andrew J. Erickson Executive Vice President and Head of Global Services 436.3K 5.43M 1.54M 1.02M 8.43M 64.44%
74 2017 Andrew Erickson Executive Vice President and Head of State Street Global Services 436.3K 5.43M 1.54M 1.02M 8.43M 64.44%
75 2017 Cyrus Taraporevala President and Chief Executive Officer, State Street Global Advisors 400.0K 5.54M 2.08M 68.6K 8.09M 68.53%
76 2017 Eric W. Aboaf Executive Vice President and Chief Financial Officer 700.0K 892.5K 1.66M 2.65M 237.2K 6.14M 27.01%
77 2017 Michael W. Bell Former Executive Vice President and Chief Financial Officer 153.8K 4.00M 35.1K 4.19M 95.49%
78 2016 Joseph L. Hooley Chairman and Chief Executive Officer 980.8K 9.00M 2.60M 2.11M 14.69M 61.26%
79 2016 Ronald P. O’Hanley President and Chief Operating Officer 784.6K 4.77M 2.68M 55.9K 8.29M 57.52%
80 2016 Michael W. Bell Former Executive Vice President and Chief Financial Officer 784.6K 3.60M 1.16M 34.5K 5.58M 64.53%
81 2015 Joseph L. Hooley Chairman and Chief Executive Officer 1.04M 10.20M 103.0K 11.34M 89.94%
82 2015 Michael W. Bell Former Executive Vice President and Chief Financial Officer 830.8K 4.20M 623.1K 34.5K 5.69M 73.84%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 4
2026-05-28 4
2026-05-26 8-K
2026-05-22 4
2026-05-22 4
2026-05-22 4
2026-05-22 4
2026-05-22 4
2026-05-22 4
2026-05-22 4

Executive team

NameTitleCompensationGender
Ronald Philip O'Hanley Chief Executive Officer, President & Chairman 7M male
Joerg Ambrosius Executive Vice President & President of Investment Services 6M male
John F. Woods Executive Vice President & Chief Financial Officer 6M male
Yie-Hsin Hung President & Chief Executive Officer of State Street Investment Management 4M female
Mostapha Tahiri Executive Vice President & Chief Operating Officer 3M male
Wei Chung Bradford Hu Executive Vice President & Chief Risk Officer 3M male
Mark R. Keating Executive VP & Global Head of Strategic Finance 2M male
Elizabeth Schaefer Senior VP, Chief Accounting Officer & Interim Controller female
Joseph Noto Executive VP & Global Treasurer male
Kathryn Horgan Executive VP and Chief Human Resources & Citizenship Officer female
Alan D. Greene Executive VP of US Global Services business & Member of the Executive Operating Group male
Mark S. Shelton Executive Vice President, General Counsel & Secretary male
ESG Rating
B+
ASSET MANAGEMENT
2005
E (Environmental)
78.1 / 67.2
Company / Sector avg.
S (Social)
70.8 / 77.3
Company / Sector avg.
G (Governance)
65.3 / 74.6
Company / Sector avg.
ESG Total
71.4 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2020-04-14 2020-05-01 Kelly Loeffler GA Spouse Sale (Full) $250,001 - $500,000
2020-04-14 2020-05-01 Kelly Loeffler GA Self Sale (Full) $100,001 - $250,000
2020-04-14 2020-05-08 David Perdue Joint Sale (Full) $15,001 - $50,000
2019-09-30 2019-11-05 David Perdue Joint Sale (Partial) $1,001 - $15,000
2019-08-07 2019-09-03 David Perdue Joint Purchase $1,001 - $15,000
2019-02-25 2019-03-06 David Perdue Joint Sale (Partial) $1,001 - $15,000
2018-12-20 2019-01-09 David Perdue Joint Purchase $1,001 - $15,000
2018-02-27 2018-03-08 Shelley Moore Capito WV Spouse Purchase $1,001 - $15,000
2017-06-15 2017-06-22 Patty Murray WA Spouse Sale (Full) $1,001 - $15,000
2017-03-16 2017-03-21 Patty Murray WA Spouse Purchase $1,001 - $15,000
2016-04-12 2016-05-23 Sheldon Whitehouse RI Child Sale (Full) $15,001 - $50,000
2015-03-10 2015-03-17 Sheldon Whitehouse RI Child Sale (Partial) $1,001 - $15,000
2014-04-17 2014-05-15 Sheldon Whitehouse RI Child Sale (Partial) $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-05-18 2026-05-25 Jake Auchincloss MA04 Spouse Sale $15,001 - $50,000
2026-02-17 2026-02-20 Jake Auchincloss MA04 Sale $15,001 - $50,000
2025-11-21 2026-01-13 Julia Letlow LA05 Sale (Partial) $1,001 - $15,000
2025-11-17 2025-11-19 Jake Auchincloss MA04 Spouse Sale $15,001 - $50,000
2025-11-11 2025-12-08 Jonathan Jackson IL01 Spouse Purchase $1,001 - $15,000
2025-08-18 2025-08-28 Jake Auchincloss MA04 Spouse Sale $15,001 - $50,000
2025-05-27 2026-01-13 Julia Letlow LA05 Purchase $1,001 - $15,000
2025-05-16 2025-05-23 Jake Auchincloss MA04 Spouse Sale $15,001 - $50,000
2025-05-15 2025-06-12 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-02-18 2025-02-21 Jake Auchincloss MA04 Spouse Sale (Full) $15,001 - $50,000
2024-11-18 2024-11-21 Jake Auchincloss MA04 Spouse Sale (Full) $15,001 - $50,000
2024-08-16 2024-08-21 Jake Auchincloss MA04 Spouse Sale (Partial) $15,001 - $50,000
2024-03-26 2024-04-05 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2024-01-24 2024-02-05 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2024-01-10 2024-02-05 Ro Khanna CA17 Sale $1,001 - $15,000
2023-10-31 2023-11-08 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2023-10-10 2023-11-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-09-06 2023-10-06 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2023-08-03 2023-09-06 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-07-28 2023-08-07 Ro Khanna CA17 Sale $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

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