STT · News · 20260805N

Institutional Ownership Changes

STATE STREET CORP · 2026-08-05 · Importance 5 · Surprise 6 · In source text

State Street reported passive beneficial ownership above 5% in Smurfit WestRock (5.4%, 28,091,207 shares), GRAIL (5.6%, 2,385,514 shares), SELLAS Life Sciences (7%, 12,996,558 shares), and Acadia Realty Trust (5.3%, 7,550,636 shares) as of June 30, 2026. The firm disclosed stakes of 5% or more in Pathward Financial (6.8%, 1,438,880 shares), Axos Financial (5.3%, 3,023,908 shares), NetScout Systems (5%, 3,579,289 shares), Williams-Sonoma (5%, 5,913,036 shares), Ball (5%, 13,430,923 shares), and Masco (5.3%, 10,737,096 shares). Additional above-threshold holdings included World Kinect (6.5%, 3,359,363 shares), National Health Investors (5.6%, 2,735,937 shares), UnitedHealth Group (5%, 45,684,412 shares), Avery Dennison (5.3%, 4,048,625 shares), Ducommun (6.3%, 945,113 shares), CytomX Therapeutics (5.4%, 11,747,236 shares), Ur-Energy (6.6%, 26,406,963 shares), and Lightbridge (8.1%, 2,829,502 shares). State Street also reported sub-5% positions in Live Nation (4.8%, 11,396,416 shares), Dollar General (4.9%, 10,732,866 shares), BTCS (0.3%, 160,000 shares), Flowers Foods (4.1%, 8,756,329 shares), and Avalo Therapeutics (5.5%, 2,889,287 shares), with holdings generally managed through State Street Global Advisors subsidiaries and shared voting or dispositive power. The disclosures state that the positions are passive investments with no sole voting or dispositive authority, indicating investment exposure rather than an announced attempt to control the portfolio companies.

Key facts

• State Street increased its voting power in Lotus Resources to 18.02% from 12.31%, recorded on August 3, 2026. source
• State Street became a substantial holder in Mesoblast with a 5.01% voting power equal to 65,124,909 ordinary shares, established on August 3, 2026 and disclosed on August 5, 2026. source

Impact estimates