Who holds ticker 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 · common stock · Q1 2026 · 9 members disclosed MTB ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 794 holders are listed, largest first: 794
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $22.6B
holders whose share count rose or who opened the position (new + add), by shares: 374
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 71

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of MTB ranked by reported value, 1–25 of 794 holders
#	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

Show the top 500 of 794 holders

13F holders of MTB ranked by reported value, 26–500 of 794 holders
#	Filer	Reported value	Shares	Δ shares	Change
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

Truncated by Public Filings. Top 500 of 794 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · MTB

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.