HOTCHKIS & WILEY’s STT Holdings & Trades

First Buy
Q2 2015
Duration Held
42 Quarters
Largest Add
Q3 2018
+2.77 M Shares
Current Position
4.54 M Shares
$527.22 M Value

HOTCHKIS & WILEY's STT Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 4.54 M shares of State Street Corporation (STT) worth $527.22 M, representing 1.63% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.

Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in STT, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2018, adding 2.77 M shares. Largest reduction occurred in Q1 2020, reducing 1.76 M shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's State Street Corporation (STT) Holding Value Over Time

Track share changes against reported price movement

Quarterly State Street Corporation (STT) Trades by HOTCHKIS & WILEY

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2015 +2.33 M New Buy 2.33 M $77.00
Q3 2015 -1,700 Reduce 0.07% 2.33 M $67.21
Q4 2015 +1.37 M Add 58.71% 3.7 M $66.36
Q1 2016 +1.27 M Add 34.33% 4.97 M $58.52
Q2 2016 +42,105 Add 0.85% 5.02 M $53.92
Q3 2016 +135,600 Add 2.70% 5.15 M $69.63
Q4 2016 -322,100 Reduce 6.25% 4.83 M $77.72
Q1 2017 +432,832 Add 8.96% 5.26 M $79.61
Q2 2017 -1.22 M Reduce 23.09% 4.05 M $89.73
Q3 2017 -1.75 M Reduce 43.34% 2.29 M $95.54
Q4 2017 -6,100 Reduce 0.27% 2.29 M $97.61
Q1 2018 -56,100 Reduce 2.45% 2.23 M $99.73
Q2 2018 -17,200 Reduce 0.77% 2.21 M $93.09
Q3 2018 +2.77 M Add 125.15% 4.98 M $83.78
Q4 2018 +1.48 M Add 29.75% 6.47 M $63.07
Q1 2019 -545,800 Reduce 8.44% 5.92 M $65.81
Q2 2019 -67,700 Reduce 1.14% 5.85 M $56.06
Q3 2019 -30,140 Reduce 0.51% 5.82 M $59.19
Q4 2019 -1.69 M Reduce 29.01% 4.13 M $79.10
Q1 2020 -1.76 M Reduce 42.62% 2.37 M $53.27
Q2 2020 +145,700 Add 6.14% 2.52 M $63.55
Q3 2020 +24,400 Add 0.97% 2.54 M $59.33
Q4 2020 +80,560 Add 3.17% 2.62 M $72.78
Q1 2021 +236,270 Add 9.01% 2.86 M $84.01
Q2 2021 +493,576 Add 17.26% 3.35 M $82.28
Q3 2021 -140,060 Reduce 4.18% 3.21 M $84.72
Q4 2021 -248,691 Reduce 7.74% 2.96 M $93.00
Q1 2022 +174,050 Add 5.87% 3.14 M $87.12
Q2 2022 +851,301 Add 27.13% 3.99 M $61.65
Q3 2022 -131,145 Reduce 3.29% 3.86 M $60.81
Q4 2022 -288,485 Reduce 7.48% 3.57 M $77.57
Q1 2023 -401,535 Reduce 11.25% 3.17 M $75.69
Q2 2023 -5,780 Reduce 0.18% 3.16 M $73.18
Q3 2023 -88,335 Reduce 2.79% 3.07 M $66.96
Q4 2023 -200,140 Reduce 6.51% 2.87 M $77.46
Q1 2024 +75,565 Add 2.63% 2.95 M $77.32
Q2 2024 +1.51 M Add 51.11% 4.46 M $74.00
Q3 2024 +1.35 M Add 30.39% 5.81 M $88.47
Q4 2024 -545,845 Reduce 9.39% 5.27 M $98.15
Q1 2025 -196,116 Reduce 3.72% 5.07 M $89.53
Q2 2025 -119,737 Reduce 2.36% 4.95 M $106.34
Q3 2025 -405,132 Reduce 8.18% 4.54 M $116.01

HOTCHKIS & WILEY's State Street Corporation Investment FAQs

HOTCHKIS & WILEY first purchased State Street Corporation (STT) in Q2 2015, acquiring 2,334,884 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held State Street Corporation (STT) for 42 quarters since Q2 2015.

HOTCHKIS & WILEY's largest addition to State Street Corporation (STT) was in Q3 2018, adding 4,984,204 shares worth $417.58 M.

According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 4,544,585 shares of State Street Corporation (STT), valued at approximately $527.22 M.

As of the Q3 2025 filing, State Street Corporation (STT) represents approximately 1.63% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.

HOTCHKIS & WILEY's peak holding in State Street Corporation (STT) was 6,467,204 shares, as reported at the end of Q4 2018.