# M & T BK CORP (MTB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MTB/

- Reporting holders: 48
- Reported value: $67.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $23.4M | 107,423 | 0.3% | 12 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $19.2M | 88,303 | 0.9% | 20 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $5.3M | 24,456 | 0.1% | 9 |
| [REINHART PARTNERS, LLC.](https://holderbook.com/funds/1080298-reinhart-partners-llc/) | $3.2M | 14,524 | 0.1% | 14 |
| [LAWOOD & CO](https://holderbook.com/funds/2109484-lawood-co/) | $1.8M | 8,419 | 1.3% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.5M | 6,724 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.4M | 6,462 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.0M | 4,734 | 0.0% | 13 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $925.5K | 4,253 | 0.0% | 32 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $847.2K | 3,893 | 0.4% | 12 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $805.6K | 3,702 | 0.1% | 18 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $589.3K | 2,708 | 0.1% | 7 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $564.9K | 2,596 | 0.3% | 5 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $537.5K | 2,470 | 0.0% | 5 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $448.5K | 2,061 | 0.1% | 13 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $401.5K | 1,845 | 0.0% | 9 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $391.8K | 1,801 | 0.1% | 9 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $382.1K | 1,756 | 0.1% | 14 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $320.3K | 1,472 | 0.1% | 14 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $306.0K | 1,397 | 0.0% | 12 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $300.9K | 1,383 | 0.0% | 16 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $286.8K | 1,318 | 0.0% | 19 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $265.0K | 1,218 | 0.1% | 3 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $263.7K | 1,212 | 0.0% | 32 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $262.7K | 1,203 | 0.1% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 48 | $67.1M |
| Q2 2026 | 1,164 | $33.8B |
| Q1 2026 | 1,109 | $28.0B |
| Q4 2025 | 1,106 | $27.8B |
| Q3 2025 | 1,064 | $28.0B |
| Q2 2025 | 1,033 | $26.8B |
| Q1 2025 | 1,043 | $25.3B |
| Q4 2024 | 1,049 | $27.4B |
| Q3 2024 | 952 | $27.1B |
| Q2 2024 | 923 | $22.7B |
| Q1 2024 | 901 | $22.8B |
| Q4 2023 | 892 | $21.0B |