Who holds MTBticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

M & T BK CORP · COM · quarter ended 2026-03-31 · 9 members disclosed MTB ↗

794

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$22.6B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

374

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MTB ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$2.7B	13,171,336	−155,109	trim
2	BlackRock, Inc.	$2.7B	13,001,548	+98,057	add
3	WELLINGTON MANAGEMENT GROUP LLP	$2.1B	9,952,312	−208,096	trim
4	VANGUARD CAPITAL MANAGEMENT LLC	$2.0B	9,778,661	—	no prior
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	7,488,537	—	no prior
6	STATE STREET CORP	$1.5B	7,151,957	−154,873	trim
7	MORGAN STANLEY	$920M	4,452,035	+456,751	add
8	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$852M	4,122,590	0	no change
9	Invesco Ltd.	$827M	4,001,924	−88,375	trim
10	BANK OF AMERICA CORP /DE/	$333M	1,608,603	+184,847	add
11	DIMENSIONAL FUND ADVISORS LP	$326M	1,576,071	+24,808	add
12	NORTHERN TRUST CORP	$314M	1,520,291	−16,387	trim
13	Nuveen, LLC	$288M	1,391,099	−9,269	trim
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$244M	1,178,636	−39,176	trim
15	Legal & General Group Plc	$220M	1,065,020	−7,675	trim
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$214M	1,034,031	−58,925	trim
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$210M	1,016,642	+21,535	add
18	JENNISON ASSOCIATES LLC	$202M	975,309	+145,537	add
19	MENORA MIVTACHIM HOLDINGS LTD.	$199M	962,619	+189,500	add
20	UBS Group AG	$190M	921,146	−145,604	trim
21	LONDON CO OF VIRGINIA	$182M	882,721	−92,800	trim
22	VANGUARD FIDUCIARY TRUST CO	$176M	852,044	—	no prior
23	M&T BANK CORP	$126M	608,377	−882,072	trim
24	FRANKLIN RESOURCES INC	$124M	601,202	+579,530	add
25	WELLS FARGO & COMPANY/MN	$111M	537,507	−3,181	trim
26	DEUTSCHE BANK AG\	$110M	531,861	−143,881	trim
27	PANAGORA ASSET MANAGEMENT INC	$102M	492,113	+378,812	add
28	ALLIANCEBERNSTEIN L.P.	$97.1M	481,799	+8,053	add
29	Boston Partners	$96.9M	468,515	+29,995	add
30	FIRST TRUST ADVISORS LP	$93.6M	452,567	−368,879	trim
31	Korea Investment CORP	$79.7M	385,498	+28,977	add
32	STIFEL FINANCIAL CORP	$76.1M	368,336	+1,163	add
33	Amundi	$74.7M	361,121	+39,450	add
34	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$72.2M	349,402	+31,908	add
35	ANCHOR CAPITAL ADVISORS LLC	$71.9M	347,732	−6,518	trim
36	Mitsubishi UFJ Asset Management Co., Ltd.	$71.0M	343,549	+15,458	add
37	Vanguard Global Advisers, LLC	$69.8M	337,783	—	no prior
38	FEDERATED HERMES, INC.	$69.8M	337,668	−28,607	trim
39	HSBC HOLDINGS PLC	$68.9M	333,280	−396,468	trim
40	ROYAL BANK OF CANADA	$68.6M	332,040	+26,083	add
41	VANGUARD ASSET MANAGEMENT, Ltd	$64.4M	311,474	—	no prior
42	ENVESTNET ASSET MANAGEMENT INC	$63.6M	307,675	+38,289	add
43	Smead Capital Management, Inc.	$60.7M	293,869	−43,734	trim
44	BANK OF MONTREAL /CAN/	$58.3M	282,164	−22,440	trim
45	National Pension Service	$56.9M	275,220	+275,220	new
46	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$56.4M	272,745	−242,207	trim
47	VICTORY CAPITAL MANAGEMENT INC	$54.0M	261,129	+4,820	add
48	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$50.6M	244,555	+128,561	add
49	BERKSHIRE ASSET MANAGEMENT LLC/PA	$50.5M	244,256	+3,313	add
50	TWO SIGMA INVESTMENTS, LP	$49.9M	241,184	+193,809	add
51	ABSHER WEALTH MANAGEMENT, LLC	$45.5M	220,036	−29,953	trim
52	Quantinno Capital Management LP	$44.4M	214,801	+77,777	add
53	Advisors Capital Management, LLC	$43.8M	211,894	+4,944	add
54	AQR CAPITAL MANAGEMENT LLC	$43.6M	211,396	−53,889	trim
55	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$41.1M	198,925	+28,440	add
56	Lansforsakringar Fondforvaltning AB (publ)	$38.3M	185,276	−21,847	trim
57	CITIGROUP INC	$37.7M	182,527	+22,658	add
58	ARIEL INVESTMENTS, LLC	$36.7M	177,635	−2,767	trim
59	PRINCIPAL FINANCIAL GROUP INC	$36.3M	175,584	−6,566	trim
60	SCHRODER INVESTMENT MANAGEMENT GROUP	$31.1M	154,705	+34,732	add
61	Aware Super Pty Ltd as trustee of Aware Super	$29.9M	144,434	—	no prior
62	TOCQUEVILLE ASSET MANAGEMENT L.P.	$29.9M	144,418	−4,715	trim
63	LGT CAPITAL PARTNERS LTD.	$28.0M	135,311	−72,530	trim
64	LPL Financial LLC	$27.7M	134,213	+4,242	add
65	RAYMOND JAMES FINANCIAL INC	$26.8M	129,760	+5,335	add
66	Mariner, LLC	$25.5M	123,499	+100,404	add
67	Ensign Peak Advisors, Inc	$24.7M	119,541	+52,871	add
68	Aberdeen Group plc	$24.7M	119,461	+2,324	add
69	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$24.0M	115,924	−5,952	trim
70	SAPIENT CAPITAL LLC	$22.5M	108,681	−61,212	trim
71	BNP Paribas Asset Management Holding S.A.	$22.0M	106,484	+34,248	add
72	SEI INVESTMENTS CO	$21.8M	105,248	+10,532	add
73	AVIVA PLC	$21.6M	104,685	+1,026	add
74	OPPENHEIMER ASSET MANAGEMENT INC.	$21.5M	104,153	+1,146	add
75	Universal- Beteiligungs- und Servicegesellschaft mbH	$19.7M	95,277	−7,889	trim
76	Assenagon Asset Management S.A.	$19.2M	93,072	+35,114	add
77	CITADEL ADVISORS LLC	$19.2M	93,026	+58,247	add
78	CANADA PENSION PLAN INVESTMENT BOARD	$19.2M	92,917	−86,811	trim
79	Empowered Funds, LLC	$18.0M	87,241	+83,063	add
80	PFA Pension, Forsikringsaktieselskab	$17.9M	86,812	+86,812	new
81	AMERICAN CENTURY COMPANIES INC	$17.5M	84,648	+21,806	add
82	STATE OF WISCONSIN INVESTMENT BOARD	$17.5M	84,577	−3,571	trim
83	PRUDENTIAL PLC	$17.1M	82,896	+29,314	add
84	Cetera Investment Advisers	$16.6M	80,509	+4,022	add
85	MATRIX ASSET ADVISORS INC/NY	$16.3M	78,775	−7,558	trim
86	NATIONAL BANK OF CANADA /FI/	$15.9M	77,004	+12,625	add
87	Vanguard Investments Australia, Ltd.	$15.8M	76,377	—	no prior
88	Chevy Chase Trust Holdings, LLC	$15.6M	75,254	−3,143	trim
89	ROYAL LONDON ASSET MANAGEMENT LTD	$15.5M	74,982	+43	add
90	PRUDENTIAL FINANCIAL INC	$15.2M	73,736	−1,445	trim
91	Azora Capital LP	$14.9M	74,276	+74,276	new
92	EVERGREEN CAPITAL MANAGEMENT LLC	$14.6M	70,429	−266	trim
93	TRUIST FINANCIAL CORP	$14.3M	69,246	−12,477	trim
94	APG Asset Management N.V.	$14.1M	78,360	−3,696	trim
95	OMERS ADMINISTRATION Corp	$13.7M	66,208	+7,187	add
96	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$13.6M	65,909	+30,597	add
97	TORONTO DOMINION BANK	$13.5M	65,446	−2,567	trim
98	Asset Management One Co., Ltd.	$13.4M	64,910	−2,779	trim
99	Pictet Asset Management Holding SA	$13.2M	63,949	−12,429	trim
100	Tredje AP-fonden	$13.0M	62,665	+49,453	add
101	EXENCIAL WEALTH ADVISORS, LLC	$12.7M	61,628	−2,802	trim
102	JANE STREET GROUP, LLC	$12.5M	60,498	+51,192	add
103	Corient Private Wealth LLC	$12.4M	61,186	−49,332	trim
104	Rafferty Asset Management, LLC	$12.3M	59,412	−27,951	trim
105	COMMONWEALTH EQUITY SERVICES, LLC	$12.0M	58,209	−6,081	trim
106	Northwest & Ethical Investments L.P.	$11.9M	57,469	+1,000	add
107	TD ASSET MANAGEMENT INC	$11.6M	56,118	+867	add
108	Creative Planning	$11.5M	55,859	+8,374	add
109	NOMURA ASSET MANAGEMENT CO LTD	$11.5M	55,742	+370	add
110	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$11.4M	54,937	−908	trim
111	HighTower Advisors, LLC	$10.7M	51,742	+45	add
112	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$10.5M	50,599	−636	trim
113	MALTESE CAPITAL MANAGEMENT LLC	$10.2M	49,284	+8,784	add
114	O'Keefe Stevens Advisory, Inc.	$9.9M	47,764	+1,007	add
115	OSAIC HOLDINGS, INC.	$9.9M	47,719	+2,511	add
116	Calamos Advisors LLC	$9.8M	47,462	0	no change
117	AIA Group Ltd	$9.8M	47,350	+6,310	add
118	Resona Asset Management Co.,Ltd.	$9.5M	46,353	−217	trim
119	Focus Partners Wealth	$9.5M	45,886	+20,190	add
120	Cambria Investment Management, L.P.	$9.1M	44,145	+2,275	add
121	PUBLIC SECTOR PENSION INVESTMENT BOARD	$8.9M	43,199	+4,023	add
122	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$8.7M	42,128	+13,333	add
123	Arizona State Retirement System	$8.6M	41,751	−1,082	trim
124	Zurcher Kantonalbank (Zurich Cantonalbank)	$8.6M	41,734	+41,734	new
125	Czech National Bank	$8.5M	41,353	+827	add
126	State of New Jersey Common Pension Fund D	$8.5M	41,347	+301	add
127	Man Group plc	$8.5M	41,207	−29,288	trim
128	Bridgewater Associates, LP	$8.5M	41,196	−113,650	trim
129	OP Asset Management Ltd	$8.4M	40,749	—	no prior
130	Cresset Asset Management, LLC	$8.4M	40,697	+297	add
131	FIFTH THIRD BANCORP	$8.4M	40,644	+30,459	add
132	Wealthfront Advisers LLC	$8.4M	40,588	−41	trim
133	Fideuram Asset Management (Ireland) dac	$8.4M	38,080	+37,232	add
134	CIBC Asset Management Inc	$8.1M	39,368	+1	add
135	CUTLER INVESTMENT COUNSEL LLC	$8.0M	38,753	−470	trim
136	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$8.0M	38,685	+13,900	add
137	Arnhold LLC	$7.9M	38,377	0	no change
138	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.9M	37,747	+19,776	add
139	IFM Investors Pty Ltd	$7.8M	37,672	+1,140	add
140	ProShare Advisors LLC	$7.8M	37,491	−1,828	trim
141	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$7.5M	36,200	+36,200	new
142	Grantham, Mayo, Van Otterloo & Co. LLC	$7.4M	36,029	+4,172	add
143	GERMAN AMERICAN BANCORP, INC.	$7.4M	35,827	+349	add
144	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$7.3M	35,369	−379	trim
145	Y-Intercept (Hong Kong) Ltd	$7.3M	35,147	+35,147	new
146	CIBC Bancorp USA Inc.	$7.1M	34,310	—	no prior
147	BROWN ADVISORY INC	$7.0M	33,994	−165	trim
148	COURIER CAPITAL LLC	$6.8M	33,079	+261	add
149	SEB Asset Management AB	$6.8M	33,019	—	no prior
150	Cerity Partners LLC	$6.7M	32,441	−6,741	trim
151	Retirement Systems of Alabama	$6.7M	32,244	−452	trim
152	AustralianSuper Pty Ltd	$6.6M	31,747	+1,044	add
153	Private Advisor Group, LLC	$6.5M	31,582	−865	trim
154	Engineers Gate Manager LP	$6.5M	31,346	+31,346	new
155	Pathstone Holdings, LLC	$6.4M	31,107	−429	trim
156	VOYA INVESTMENT MANAGEMENT LLC	$6.3M	30,546	−488	trim
157	Kimelman & Baird, LLC	$6.2M	29,950	0	no change
158	WESTFIELD CAPITAL MANAGEMENT CO LP	$6.2M	29,839	+127	add
159	Woodline Partners LP	$6.2M	29,813	+3,543	add
160	Mirae Asset Global Investments Co., Ltd.	$6.0M	29,001	+4,488	add
161	Invenomic Capital Management LP	$6.0M	28,988	−145,519	trim
162	XPONANCE LLC	$6.0M	28,946	+5,111	add
163	Harvest Portfolios Group Inc.	$5.9M	28,413	−3,437	trim
164	NFJ INVESTMENT GROUP, LLC	$5.8M	28,038	0	no change
165	Allworth Financial LP	$5.5M	26,401	+1,411	add
166	Robinson Value Management, Ltd.	$5.4M	26,363	−975	trim
167	MACKENZIE FINANCIAL CORP	$5.4M	26,316	+1,344	add
168	Daiwa Securities Group Inc.	$5.4M	26,119	+968	add
169	DAYMARK WEALTH PARTNERS, LLC	$5.3M	25,799	+262	add
170	USS Investment Management Ltd	$5.3M	25,529	+800	add
171	MUFG Securities EMEA plc	$5.3M	25,525	−76	trim
172	Squarepoint Ops LLC	$5.2M	25,315	+21,219	add
173	PDT Partners, LLC	$5.2M	25,201	−1,600	trim
174	Swiss Life Asset Management Ltd	$5.2M	178,700	+167,376	add
175	Utah Retirement Systems	$5.1M	24,690	−1,025	trim
176	MILLENNIUM MANAGEMENT LLC	$5.1M	24,477	−71,855	trim
177	Howard Capital Management, LLC	$5.0M	24,399	−5,053	trim
178	HBK Sorce Advisory LLC	$5.0M	23,727	−1,394	trim
179	Monte Financial Group, LLC	$5.0M	24,126	−4,133	trim
180	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.7M	22,629	+216	add
181	XTX Topco Ltd	$4.6M	22,353	+21,286	add
182	CWA Asset Management Group, LLC	$4.6M	22,229	+22,229	new
183	Rakuten Investment Management, Inc.	$4.6M	22,627	+2,300	add
184	NEOS Investment Management LLC	$4.5M	21,789	+5,860	add
185	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.5M	21,607	+320	add
186	Tidal Investments LLC	$4.4M	21,336	+2,243	add
187	BANK OF NOVA SCOTIA	$4.4M	21,283	−2,946	trim
188	Vanguard Personalized Indexing Management, LLC	$4.4M	21,270	+533	add
189	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.4M	21,185	−6,498	trim
190	Donoghue Forlines LLC	$4.3M	20,762	+13,498	add
191	&PARTNERS	$4.3M	20,532	+474	add
192	CRAWFORD INVESTMENT COUNSEL INC	$4.2M	20,299	+636	add
193	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.1M	20,000	−54	trim
194	Orion Porfolio Solutions, LLC	$4.0M	19,328	−4,660	trim
195	Eurizon Capital SGR S.p.A.	$3.9M	19,041	−4,909	trim
196	Candriam S.C.A.	$3.9M	18,936	−2,934	trim
197	NORDEA INVESTMENT MANAGEMENT AB	$3.9M	19,074	+2,093	add
198	Teewinot Capital Advisers, L.L.C.	$3.9M	18,782	0	no change
199	GRANDFIELD & DODD, LLC	$3.8M	18,566	−440	trim
200	Axiom Investment Management LLC	$3.8M	18,562	—	no prior
201	Avantax Planning Partners, Inc.	$3.8M	18,336	−1,025	trim
202	Janus Henderson Group Ltd.	$3.7M	17,889	−1,663	trim
203	MACQUARIE GROUP LTD	$3.7M	17,830	−4,537	trim
204	Vest Financial, LLC	$3.7M	17,727	−51,102	trim
205	Lombard Odier Asset Management (Switzerland) SA	$3.6M	17,616	+6,900	add
206	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.6M	17,418	+17,418	new
207	CULBERTSON A N & CO INC	$3.5M	17,124	−360	trim
208	BECK MACK & OLIVER LLC	$3.4M	16,251	0	no change
209	INTECH INVESTMENT MANAGEMENT LLC	$3.3M	16,099	+13,047	add
210	Oak Thistle LLC	$3.2M	15,606	0	no change
211	QRG CAPITAL MANAGEMENT, INC.	$3.2M	15,533	+6,012	add
212	FOUNDERS CAPITAL MANAGEMENT, LLC	$3.2M	15,475	−37	trim
213	Abacus Planning Group, Inc.	$3.1M	15,104	−1,019	trim
214	NewEdge Advisors, LLC	$3.1M	14,918	−479	trim
215	Caprock Group, LLC	$3.0M	14,661	+6,568	add
216	Strategic Financial Services, Inc.	$2.8M	13,609	—	no prior
217	MERCER GLOBAL ADVISORS INC /ADV	$2.8M	13,571	+2,636	add
218	Kestra Advisory Services, LLC	$2.8M	13,494	+1,864	add
219	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$2.8M	13,360	0	no change
220	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$2.8M	13,360	0	no change
221	HANCOCK WHITNEY CORP	$2.7M	12,481	+507	add
222	Avanza Fonder AB	$2.7M	13,029	−515	trim
223	DRW Securities, LLC	$2.7M	13,000	+5,976	add
224	MML INVESTORS SERVICES, LLC	$2.6M	12,506	+1,419	add
225	Lakewood Asset Management LLC	$2.5M	12,334	−3,804	trim
226	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.5M	12,133	−380	trim
227	GUGGENHEIM CAPITAL LLC	$2.5M	12,015	+6,701	add
228	Osmosis Investment Management UK Ltd	$2.5M	11,937	+1,770	add
229	US BANCORP \DE\	$2.5M	11,936	+3,240	add
230	Hudock, Inc.	$2.4M	11,784	+200	add
231	Dana Investment Advisors, Inc.	$2.4M	11,710	−115	trim
232	Bryn Mawr Trust Advisors, LLC	$2.4M	11,610	−406	trim
233	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.4M	11,436	+11,436	new
234	Columbus Macro, LLC	$2.3M	11,259	+6	add
235	Granite Group Advisors, LLC	$2.3M	10,845	−860	trim
236	Investment Management Corp of Ontario	$2.3M	11,011	−2,965	trim
237	Rockefeller Capital Management L.P.	$2.3M	10,945	−7,714	trim
238	NORTHCAPE WEALTH MANAGEMENT, LLC	$2.3M	10,897	−5	trim
239	Summit Trail Advisors, LLC	$2.2M	10,811	−5,571	trim
240	Sanctuary Advisors, LLC	$2.2M	10,766	+1,513	add
241	FIRST NATIONAL TRUST CO	$2.2M	10,690	−120	trim
242	Hardman Johnston Global Advisors LLC	$2.2M	10,630	0	no change
243	Vident Advisory, LLC	$2.1M	10,380	+5,743	add
244	Whitaker-Myers Wealth Managers, LTD.	$2.1M	9,955	+9,955	new
245	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	$2.0M	9,865	0	no change
246	ROBERTS GLORE & CO INC /IL/	$2.0M	9,801	−85	trim
247	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.0M	9,539	+3,464	add
248	Swedbank AB	$2.0M	9,462	0	no change
249	SouthState Bank Corp	$1.9M	9,407	−125	trim
250	Norinchukin Bank, The	$1.9M	9,265	−158	trim
251	BLAIR WILLIAM & CO/IL	$1.9M	9,200	+237	add
252	MIZUHO SECURITIES USA LLC	$1.9M	9,179	−2,012	trim
253	Dynamic Advisor Solutions LLC	$1.9M	9,162	−545	trim
254	BARRETT & COMPANY, INC.	$1.9M	9,076	−34	trim
255	Aster Capital Management (DIFC) Ltd	$1.9M	10,354	+10,257	add
256	Curi Capital, LLC	$1.8M	8,860	−89,213	trim
257	Merit Financial Group, LLC	$1.8M	8,749	+1,419	add
258	Sequoia Financial Advisors, LLC	$1.8M	8,612	+93	add
259	Hennion & Walsh Asset Management, Inc.	$1.8M	8,499	−206	trim
260	Verdence Capital Advisors LLC	$1.7M	8,450	+4,969	add
261	FOUNDATIONS INVESTMENT ADVISORS, LLC	$1.7M	8,380	−4,238	trim
262	TWO SIGMA SECURITIES, LLC	$1.7M	8,246	+8,246	new
263	Jacobi Capital Management LLC	$1.7M	8,123	−63	trim
264	Allianz Asset Management GmbH	$1.7M	8,088	+1,729	add
265	COMMERCE BANK	$1.7M	7,988	+486	add
266	Concurrent Investment Advisors, LLC	$1.6M	7,902	+5,409	add
267	CWM, LLC	$1.6M	7,878	−489	trim
268	Wilmington Savings Fund Society, FSB	$1.6M	7,803	0	no change
269	Savant Capital, LLC	$1.6M	7,755	+396	add
270	Federation des caisses Desjardins du Quebec	$1.6M	7,748	+1,100	add
271	Maryland State Retirement & Pension System	$1.6M	7,681	0	no change
272	Connecticut Wealth Management, LLC	$1.6M	7,644	−1,331	trim
273	BENJAMIN EDWARDS INC	$1.6M	7,625	+142	add
274	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.6M	7,580	−372	trim
275	Allspring Global Investments Holdings, LLC	$1.6M	7,495	+503	add
276	Silvant Capital Management LLC	$1.6M	7,548	−66	trim
277	Giverny Capital Inc.	$1.6M	7,535	−5	trim
278	PINNACLE ASSOCIATES LTD	$1.6M	7,523	+118	add
279	Angel Oak Capital Advisors, LLC	$1.5M	7,400	+500	add
280	Patriot Financial Group Insurance Agency, LLC	$1.5M	7,326	+3,677	add
281	SummitTX Capital, L.P.	$1.5M	7,270	+7,270	new
282	Integrated Quantitative Investments LLC	$1.5M	7,237	+6,095	add
283	QUADRANT CAPITAL GROUP LLC	$1.5M	7,083	−85	trim
284	MEANS INVESTMENT CO., INC.	$1.5M	7,056	−264	trim
285	ELEVATION POINT WEALTH PARTNERS, LLC	$1.4M	6,918	+677	add
286	ABN AMRO INVESTMENT SOLUTIONS	$1.4M	6,898	+419	add
287	ING GROEP NV	$1.4M	6,896	−198	trim
288	ASSETMARK, INC	$1.4M	6,826	−15,518	trim
289	EASTERN BANK	$1.4M	6,809	0	no change
290	Valmark Advisers, Inc.	$1.4M	6,658	+4,252	add
291	STOREBRAND ASSET MANAGEMENT AS	$1.4M	6,648	—	no prior
292	Waldron Private Wealth LLC	$1.3M	6,500	−1,518	trim
293	Crossmark Global Holdings, Inc.	$1.3M	6,447	—	no prior
294	Lido Advisors, LLC	$1.3M	6,418	+1,810	add
295	MAI Capital Management	$1.3M	6,389	+251	add
296	CREDIT AGRICOLE S A	$1.3M	6,323	−17,801	trim
297	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.3M	6,150	+6,150	new
298	SIMPLEX TRADING, LLC	$1.3M	6,142	+6,142	new
299	GRIMES & Co WEALTH MANAGEMENT, LLC	$1.3M	6,090	−580	trim
300	HB Wealth Management, LLC	$1.3M	6,086	+1,613	add
301	Principle Wealth Partners LLC	$1.3M	6,082	−47	trim
302	DOPKINS WEALTH MANAGEMENT, LLC	$1.3M	6,071	+2,214	add
303	Essex Financial Services, Inc.	$1.2M	6,044	−427	trim
304	Moors & Cabot, Inc.	$1.2M	5,973	−1,621	trim
305	RITHOLTZ WEALTH MANAGEMENT	$1.2M	5,842	+3,762	add
306	Atria Investments, Inc	$1.2M	5,827	−77	trim
307	Aptus Capital Advisors, LLC	$1.2M	5,824	+1,506	add
308	Vestmark Advisory Solutions, Inc.	$1.2M	5,795	−391	trim
309	AlphaCore Capital LLC	$1.2M	5,763	+2,156	add
310	CROBAN	$1.2M	5,748	+271	add
311	EP Wealth Advisors, LLC	$1.2M	5,727	−529	trim
312	WINTON GROUP Ltd	$1.2M	5,644	+5,644	new
313	denkapparat Operations GmbH	$1.2M	5,594	0	no change
314	Bluesphere Advisors LLC	$1.1M	5,557	0	no change
315	Apollon Wealth Management, LLC	$1.1M	5,520	+318	add
316	Brevan Howard Capital Management LP	$1.1M	5,488	+369	add
317	Steward Partners Investment Advisory, LLC	$1.1M	5,415	+419	add
318	J. Safra Sarasin Holding AG	$1.1M	5,417	−1,063	trim
319	Parisi Gray Wealth Management	$1.1M	5,400	+76	add
320	ASR Vermogensbeheer N.V.	$1.1M	5,358	+51	add
321	Banque Cantonale Vaudoise	$1.1M	5,352	−2,066	trim
322	Bright Futures Wealth Management, LLC.	$1.1M	5,334	−4,882	trim
323	Convergence Investment Partners, LLC	$1.1M	5,331	−4,164	trim
324	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.1M	5,308	0	no change
325	Empirical Finance, LLC	$1.1M	5,285	−16	trim
326	Longaeva Partners L.P.	$1.1M	5,261	+5,261	new
327	Advisors Asset Management, Inc.	$1.1M	5,170	−2,830	trim
328	L.K. Benson & Company, P.C.	$1.1M	5,165	+12	add
329	Vise Technologies, Inc.	$1.1M	5,279	0	no change
330	CORA CAPITAL ADVISORS LLC	$1.1M	5,143	+12	add
331	Dai-ichi Life Insurance Company, Ltd	$1.1M	5,102	−1,442	trim
332	WNY Asset Management, LLC	$1.1M	5,090	—	no prior
333	Modern Wealth Management, LLC	$1.0M	5,008	−12	trim
334	Haverford Trust Co	$1.0M	5,054	+1,021	add
335	Farringdon Capital, Ltd.	$1.0M	5,025	−1,300	trim
336	Wealthspire Advisors, LLC	$1.0M	4,975	+721	add
337	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.0M	4,699	+4,699	new
338	Tower Research Capital LLC (TRC)	$1.0M	4,898	+1,495	add
339	COLDSTREAM CAPITAL MANAGEMENT INC	$1.0M	4,878	+561	add
340	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.0M	4,858	−53	trim
341	BEACON INVESTMENT ADVISORY SERVICES, INC.	$1.0M	4,843	+572	add
342	JGP Wealth Management, LLC	$995K	4,813	−9	trim
343	Pure Financial Advisors, LLC	$980K	4,742	+167	add
344	Siemens Fonds Invest GmbH	$979K	4,735	−8	trim
345	CIBC WORLD MARKET INC.	$976K	4,719	−13,045	trim
346	Jefferies Financial Group Inc.	$973K	4,708	−2,435	trim
347	ALERUS FINANCIAL NA	$968K	4,684	+4,662	add
348	Procyon Advisors, LLC	$968K	4,684	+72	add
349	RKL Wealth Management LLC	$956K	4,625	+13	add
350	Wedmont Private Capital	$955K	4,360	+249	add
351	Qtron Investments LLC	$949K	4,589	+778	add
352	MGO ONE SEVEN LLC	$948K	4,585	+1,033	add
353	Ashton Thomas Private Wealth, LLC	$938K	4,537	−1,108	trim
354	Meeder Advisory Services, Inc.	$937K	4,533	+31	add
355	Aviance Capital Partners, LLC	$931K	4,505	0	no change
356	North Dakota State Investment Board	$918K	4,443	−926	trim
357	KINTRA WEALTH, LLC	$912K	4,411	−78	trim
358	AE Wealth Management LLC	$902K	4,364	+2,174	add
359	TrueWealth Advisors, LLC	$900K	4,355	+3,175	add
360	Metis Global Partners, LLC	$899K	4,347	−577	trim
361	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$890K	4,304	+757	add
362	Vontobel Holding Ltd.	$878K	4,249	+81	add
363	DENALI ADVISORS LLC	$872K	4,217	0	no change
364	Sterling Investment Counsel, LLC	$871K	4,214	+2	add
365	Glenview Trust Co	$868K	4,200	−35	trim
366	Carnegie Investment Counsel	$865K	4,185	+100	add
367	MIRABELLA FINANCIAL SERVICES LLP	$854K	4,132	−1,748	trim
368	Taylor Securities Services, Inc.	$854K	4,130	0	no change
369	SECURIAN ASSET MANAGEMENT, INC	$843K	4,079	−100	trim
370	Laird Norton Wetherby Trust Company, LLC	$831K	4,021	+7	add
371	Ruffer LLP	$829K	4,000	0	no change
372	Robeco Institutional Asset Management B.V.	$828K	4,005	0	no change
373	NOMURA HOLDINGS INC	$823K	3,981	−101	trim
374	Invst, LLC	$820K	3,965	+3,965	new
375	Smartleaf Asset Management LLC	$804K	3,995	+46	add
376	Emergent Wealth Advisors, LLC	$799K	3,866	+15	add
377	Brooklyn Investment Group	$799K	3,866	+2,044	add
378	Bangor Savings Bank	$798K	3,859	−102	trim
379	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$762K	3,687	0	no change
380	FIDELIS CAPITAL PARTNERS, LLC	$760K	3,676	+42	add
381	SeaCrest Wealth Management, LLC	$744K	3,600	−27	trim
382	HOWE & RUSLING INC	$741K	3,584	−111	trim
383	iSAM Funds (UK) Ltd	$740K	3,581	−4,680	trim
384	CHOREO, LLC	$738K	3,571	+254	add
385	Meiji Yasuda Asset Management Co Ltd.	$732K	3,540	−82	trim
386	Atlantic Union Bankshares Corp	$724K	3,503	−123	trim
387	Kintegral Advisory, LLC	$709K	3,430	−152	trim
388	Hedeker Wealth, LLC	$699K	3,379	0	no change
389	Brookstone Capital Management	$698K	3,375	−114	trim
390	Ascent Group, LLC	$686K	3,317	+914	add
391	GREAT VALLEY ADVISOR GROUP, INC.	$679K	3,285	−33	trim
392	Beacon Pointe Advisors, LLC	$677K	3,275	+792	add
393	JOHNSON INVESTMENT COUNSEL INC	$676K	3,272	−471	trim
394	Western Wealth Management, LLC	$676K	3,270	+3,270	new
395	LVW Advisors, LLC	$675K	3,266	+1,106	add
396	Philip James Wealth Mangement, LLC	$674K	3,262	0	no change
397	Bryant Woods Investment Advisors, LLC	$668K	3,231	+22	add
398	Farrell Financial LLC	$666K	3,224	−288	trim
399	Mutual Advisors, LLC	$663K	3,207	−906	trim
400	GTS SECURITIES LLC	$657K	3,177	+1,353	add
401	Quadcap Wealth Management, LLC	$651K	3,149	+33	add
402	Onyx Bridge Wealth Group LLC	$649K	3,139	−479	trim
403	BOOTHBAY FUND MANAGEMENT, LLC	$642K	3,104	−678	trim
404	SUMMITRY LLC	$625K	3,023	+145	add
405	Envestnet Portfolio Solutions, Inc.	$621K	3,004	+642	add
406	EntryPoint Capital, LLC	$620K	2,997	0	no change
407	CFS Investment Advisory Services, LLC	$604K	2,761	+122	add
408	MATHER GROUP, LLC.	$602K	2,914	−44	trim
409	FIL Ltd	$594K	2,872	−48,479	trim
410	FULTON BANK, N.A.	$590K	2,856	0	no change
411	MEITAV INVESTMENT HOUSE LTD	$587K	2,841	−642	trim
412	KEYBANK NATIONAL ASSOCIATION/OH	$585K	2,831	−92	trim
413	CITIZENS FINANCIAL GROUP INC/RI	$579K	2,802	−348	trim
414	JB Capital LLC	$579K	2,800	+81	add
415	J2 Capital Management Inc	$577K	2,791	+23	add
416	LEE JOHNSON CAPITAL MANAGEMENT, LLC	$577K	2,789	+2,789	new
417	Ballentine Partners, LLC	$564K	2,730	+29	add
418	Independence Financial Advisors, LLC	$560K	2,710	+2	add
419	Illinois Municipal Retirement Fund	$560K	2,707	+280	add
420	1248 Management, LLC	$559K	2,702	+2,702	new
421	PARSONS CAPITAL MANAGEMENT INC/RI	$555K	2,686	+1,651	add
422	FIDUCIARY TRUST CO	$551K	2,665	−1,903	trim
423	MONTAG A & ASSOCIATES INC	$550K	2,663	0	no change
424	StoneX Group Inc.	$550K	2,663	−286	trim
425	Snowden Capital Advisors LLC	$541K	2,615	−27	trim
426	INDEPENDENT FINANCIAL GROUP, LLC	$540K	2,614	—	no prior
427	Plancorp, LLC	$540K	2,457	+6	add
428	Silver Grove Financial Group, Inc.	$534K	2,584	+39	add
429	Joel Isaacson & Co., LLC	$526K	2,542	+152	add
430	Summit Financial, LLC	$525K	2,537	−24	trim
431	Mystic Asset Management, Inc.	$522K	2,524	−47	trim
432	VAUGHAN & Co SECURITIES, INC.	$519K	2,510	−115	trim
433	Gotham Asset Management, LLC	$518K	2,505	−456	trim
434	FLAGSHIP HARBOR ADVISORS, LLC	$515K	2,492	+2,492	new
435	Chicago Partners Investment Group LLC	$511K	2,347	+846	add
436	OneDigital Investment Advisors LLC	$510K	2,468	−523	trim
437	Resonant Capital Advisors, LLC	$507K	2,452	+79	add
438	Cannell & Spears LLC	$504K	2,438	+20	add
439	TRITONPOINT WEALTH, LLC	$499K	2,415	−21	trim
440	PFG Investments, LLC	$496K	2,399	−18	trim
441	West Branch Capital LLC	$488K	2,361	−385	trim
442	Westover Capital Advisors, LLC	$487K	2,356	0	no change
443	Everhart Financial Group, Inc.	$484K	2,340	+883	add
444	Compound Planning, Inc.	$484K	2,340	+257	add
445	SIGNATUREFD, LLC	$483K	2,337	+156	add
446	BAR HARBOR WEALTH MANAGEMENT	$482K	2,332	−140	trim
447	Empirical Asset Management, LLC	$482K	2,331	+11	add
448	Sigma Planning Corp	$480K	2,322	−24	trim
449	Marathon Mission, Inc.	$476K	2,302	+429	add
450	TEACHER RETIREMENT SYSTEM OF TEXAS	$475K	2,300	−2,872	trim
451	MANGROVE PARTNERS IM, LLC	$475K	2,299	+2,299	new
452	Cornell Pochily Investment Advisors, Inc.	$473K	2,287	+12	add
453	Legacy Wealth Asset Management, LLC	$472K	2,284	+7	add
454	INTEGRITY ALLIANCE, LLC.	$465K	2,249	+263	add
455	SC&H Financial Advisors, Inc.	$463K	2,242	0	no change
456	Lewis Asset Management, LLC	$462K	2,236	+2	add
457	SAGESPRING WEALTH PARTNERS, LLC	$462K	2,233	+417	add
458	Independent Advisor Alliance	$459K	2,222	+93	add
459	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$459K	2,195	−2	trim
460	Kathmere Capital Management, LLC	$457K	2,213	+289	add
461	Salvus Wealth Management, LLC	$457K	2,209	+158	add
462	EXCHANGE TRADED CONCEPTS, LLC	$442K	2,137	+42	add
463	Independent Solutions Wealth Management, LLC	$441K	2,135	0	no change
464	River Wealth Advisors LLC	$441K	2,133	−95	trim
465	MISSION WEALTH MANAGEMENT, LP	$440K	2,129	+50	add
466	Columbia Bank	$437K	2,114	+4	add
467	Portfolio Design Labs, LLC	$431K	2,086	+1,082	add
468	MONECO ADVISORS, LLC	$430K	2,082	+9	add
469	NOTTINGHAM ADVISORS, INC.	$429K	2,075	−1,903	trim
470	Mayflower Financial Advisors, LLC	$426K	2,060	+129	add
471	Breakwater Capital Group	$426K	2,060	0	no change
472	WELCH & FORBES LLC	$423K	2,046	0	no change
473	Prentice Wealth Management LLC	$423K	2,045	0	no change
474	Callan Family Office, LLC	$419K	2,029	−82	trim
475	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$416K	2,011	0	no change
476	DELTEC ASSET MANAGEMENT LLC	$413K	2,000	0	no change
477	Charter Capital Management, LLC\DE	$413K	2,000	0	no change
478	GeoWealth Management, LLC	$413K	1,996	−274	trim
479	Premier Path Wealth Partners, LLC	$413K	1,996	+138	add
480	KESTRA PRIVATE WEALTH SERVICES, LLC	$411K	1,988	+1,988	new
481	XML Financial, LLC	$411K	1,987	−1,411	trim
482	TEMA ETFS LLC	$408K	1,973	+7	add
483	Kingsview Wealth Management, LLC	$405K	1,959	−105	trim
484	Baader Bank Aktiengesellschaft	$399K	1,929	+1,929	new
485	TRAPHAGEN INVESTMENT ADVISORS LLC	$398K	1,924	+638	add
486	Frec Markets, Inc.	$396K	1,917	+604	add
487	Chicago Capital, LLC	$395K	1,911	−5	trim
488	Waverly Advisors, LLC	$393K	1,902	−88	trim
489	EXCALIBUR MANAGEMENT CORP	$393K	1,902	−200	trim
490	Diversify Advisory Services, LLC	$391K	1,814	−20	trim
491	Cornerstone Wealth Group, LLC	$386K	1,762	−13	trim
492	1832 Asset Management L.P.	$386K	1,865	−95	trim
493	Addison Advisors LLC	$385K	1,863	0	no change
494	GATEWAY INVESTMENT ADVISERS LLC	$382K	1,848	−30,641	trim
495	FINANCIAL MANAGEMENT NETWORK INC	$382K	1,712	−460	trim
496	Trust Asset Management LLC	$381K	1,844	0	no change
497	Sage Investment Counsel LLC	$380K	1,838	+1	add
498	BURNEY CO/	$372K	1,800	−1,617	trim
499	WealthTrust Axiom LLC	$371K	1,795	0	no change
500	Financiere des Professionnels - Fonds d'investissement inc.	$371K	1,793	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MTB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 2 Bridgewater Associates, Gotham Asset Management $9.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · M & T BK CORP

Merged timeline of congressional filings and notable-manager moves on MTB
Date	Who	Change	Size
2026-05-15	Bridgewater Associates 13F	trim	−113,650 sh
2026-05-15	Gotham Asset Management 13F	trim	−456 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed MTB — the congressional view ↗