M & T BK CORP (MTB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
48
Reporting holders
$67.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,116
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SAPIENT CAPITAL LLC | $23.4M | 107,423 | 0.31% | 12q | -50.4%-$23.7M |
| Sound Income Strategies, LLC | $19.2M | 88,303 | 0.86% | 20q | -11.5%-$2.5M |
| EASTERN BANK | $5.3M | 24,456 | 0.08% | 9q | +259.2%+$3.8M |
| REINHART PARTNERS, LLC. | $3.2M | 14,524 | 0.08% | 14q | -14.1%-$518.8K |
| LAWOOD & CO | $1.8M | 8,419 | 1.27% | 4q | HELD |
| Farther Finance Advisors, LLC | $1.5M | 6,724 | 0.01% | 16q | +9.0%+$120.5K |
| GAMMA Investing LLC | $1.4M | 6,462 | 0.05% | 12q | +1.9%+$25.9K |
| Wedmont Private Capital | $1.0M | 4,734 | 0.02% | 13q | +7.5%+$71.6K |
| MassMutual Private Wealth & Trust, FSB | $925.5K | 4,253 | 0.02% | 32q | -0.7%-$6.5K |
| Emergent Wealth Advisors, LLC | $847.2K | 3,893 | 0.44% | 12q | HELD |
| Bangor Savings Bank | $805.6K | 3,702 | 0.06% | 18q | -1.5%-$12.0K |
| Independence Financial Advisors, LLC | $589.3K | 2,708 | 0.15% | 7q | HELD |
| Marathon Mission, Inc. | $564.9K | 2,596 | 0.28% | 5q | +3.3%+$18.1K |
| Everhart Financial Group, Inc. | $537.5K | 2,470 | 0.03% | 5q | +5.8%+$29.4K |
| Breakwater Capital Group | $448.5K | 2,061 | 0.05% | 13q | HELD |
| Heartwood Wealth Advisors LLC | $401.5K | 1,845 | 0.03% | 9q | HELD |
| TrueWealth Advisors, LLC | $391.8K | 1,801 | 0.09% | 9q | -60.6%-$601.5K |
| Legacy Wealth Asset Management, LLC | $382.1K | 1,756 | 0.08% | 14q | -1.4%-$5.4K |
| COLLECTIVE FAMILY OFFICE LLC | $320.3K | 1,472 | 0.07% | 14q | -2.0%-$6.5K |
| FINANCIAL MANAGEMENT NETWORK INC | $306.0K | 1,397 | 0.04% | 12q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $300.9K | 1,383 | 0.02% | 16q | -0.9%-$2.6K |
| TOMPKINS FINANCIAL CORP | $286.8K | 1,318 | 0.02% | 19q | -31.2%-$130.1K |
| First Citizens Financial Corp | $265.0K | 1,218 | 0.11% | 3q | -1.2%-$3.3K |
| Versant Capital Management, Inc | $263.7K | 1,212 | 0.02% | 32q | +22.5%+$48.5K |
| Successful Portfolios LLC | $262.7K | 1,203 | 0.12% | 10q | HELD |
| Applied Capital LLC/FL | $255.7K | 1,175 | 0.10% | 9q | HELD |
| Apella Capital, LLC | $244.8K | 1,130 | 0.00% | 4q | +2.6%+$6.3K |
| YHB Investment Advisors, Inc. | $244.1K | 1,122 | 0.02% | 7q | -4.3%-$10.9K |
| Valeo Financial Advisors, LLC | $233.3K | 1,072 | 0.00% | 8q | -19.6%-$56.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $228.3K | 1,049 | 0.00% | 16q | -13.2%-$34.6K |
| O'Keefe Stevens Advisory, Inc. | $217.9K | 1,001 | 0.04% | 36q | -97.9%-$10.3M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $204.8K | 941 | 0.02% | 4q | HELD |
| Central Pacific Bank - Trust Division | $195.8K | 900 | 0.02% | 11q | HELD |
| Roxbury Financial LLC | $124.1K | 571 | 0.10% | 8q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $113.8K | 523 | 0.08% | new | NEW |
| Bank & Trust Co | $100.5K | 462 | 0.06% | 10q | HELD |
| Grove Bank & Trust | $91.4K | 420 | 0.01% | 16q | HELD |
| CoreCap Advisors, LLC | $67.2K | 309 | 0.00% | 10q | -35.9%-$37.6K |
| ELEVATION WEALTH PARTNERS, LLC | $60.1K | 276 | 0.02% | 2q | +153.2%+$36.3K |
| GoalVest Advisory LLC | $16.1K | 74 | 0.00% | new | NEW |
| Mn Services Vermogensbeheer B.V. | $9.5K | 43,463 | 0.07% | 11q | HELD |
| Rosenberg Matthew Hamilton | $9.1K | 42 | 0.00% | 9q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $5.2K | 24 | 0.00% | new | NEW |
| Marquette Asset Management, LLC | $4.4K | 20 | 0.00% | 3q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $3.0K | 14 | 0.00% | 6q | HELD |
| Retirement Wealth Solutions LLC | $2.6K | 12 | 0.00% | 5q | +200.0%+$1.7K |
| Paladin Partners, LLC | $1.5K | 7 | 0.00% | 2q | HELD |
| Davis Capital Management | $870 | 4 | 0.00% | 2q | +100.0% |
| Planning Strategies Inc. | $653 | 3 | 0.00% | 2q | +50.0% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $453 | 2,080 | 0.32% | 24q | HELD |
| CX Institutional | $358 | 1,646 | 0.01% | 9q | HELD |
| NEVILLE RODIE & SHAW INC | $229 | 1,052 | 0.02% | 6q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 4.8% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-09 | PEARSON KEVIN J | Vice Chairman | Sold | 23,358 | $5.3M ×2 |
| 2026-09-14 | JONES RENE F | Chairman of the Board and CEO | Sold | 19,396 | $4.6M |
| 2026-05-07 | Kay Christopher E. | Sr. Executive Vice President | Sold | 3,105 | $672.2K |
| 2026-07-15 | PEARSON KEVIN J | Vice Chairman | Sold | 2,000 | $484.0K |
| 2026-06-04 | PEARSON KEVIN J | Vice Chairman | Sold | 2,000 | $440.0K |
| 2026-08-17 | Taylor John R. | EVP and Controller | Sold | 1,217 | $308.9K |
| 2026-06-15 | Taylor John R. | EVP and Controller | Sold | 1,098 | $256.1K |
| 2026-07-01 | Woodrow Tracy S. | Sr. Executive Vice President | Sold | 881 | $213.2K |
| 2026-08-03 | Ledgett Richard H. Jr. | Director | Sold | 855 | $212.2K |
| 2026-08-21 | Seseri Rudina | Director | Sold | 623 | $150.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 48 | $67.1M | 308,484 | 3 | 12 | 16 | 0.0% |
| Q2 2026 | 1,164 | $33.8B | 141,409,230 | 121 | 361 | 363 | 0.5% |
| Q1 2026 | 1,109 | $28.0B | 134,668,433 | 89 | 367 | 349 | 0.7% |
| Q4 2025 | 1,106 | $27.8B | 136,864,399 | 97 | 309 | 365 | 0.8% |
| Q3 2025 | 1,064 | $28.0B | 140,922,108 | 92 | 372 | 303 | 0.7% |
| Q2 2025 | 1,033 | $26.8B | 137,565,388 | 86 | 345 | 340 | 0.5% |
| Q1 2025 | 1,043 | $25.3B | 141,143,363 | 90 | 356 | 340 | 0.5% |
| Q4 2024 | 1,049 | $27.4B | 144,613,301 | 118 | 320 | 321 | 0.7% |
| Q3 2024 | 952 | $27.1B | 151,162,549 | 105 | 293 | 321 | 0.9% |
| Q2 2024 | 923 | $22.7B | 148,930,293 | 90 | 301 | 290 | 0.8% |
| Q1 2024 | 901 | $22.8B | 155,060,258 | 89 | 255 | 335 | 1.0% |
| Q4 2023 | 892 | $21.0B | 151,814,532 | 103 | 249 | 304 | 0.9% |
| Q3 2023 | 813 | $18.4B | 139,536,829 | 63 | 250 | 286 | 3.9% |
| Q2 2023 | 836 | $18.0B | 139,338,325 | 86 | 255 | 310 | 4.0% |
| Q1 2023 | 826 | $17.8B | 147,055,244 | 76 | 262 | 309 | 1.5% |
| Q4 2022 | 896 | $20.6B | 140,797,714 | 82 | 234 | 323 | 0.8% |
| Q3 2022 | 920 | $26.0B | 146,496,418 | 99 | 266 | 318 | 0.6% |
| Q2 2022 | 883 | $23.8B | 148,487,273 | 186 | 408 | 143 | 0.7% |
| Q1 2022 | 759 | $20.8B | 120,732,962 | 108 | 234 | 235 | 1.6% |
| Q4 2021 | 703 | $17.5B | 112,923,633 | 79 | 207 | 207 | 1.0% |
| Q3 2021 | 650 | $16.7B | 110,887,576 | 60 | 211 | 204 | 0.8% |
| Q2 2021 | 675 | $16.1B | 110,262,831 | 62 | 231 | 201 | 0.8% |
| Q1 2021 | 657 | $16.6B | 108,940,484 | 74 | 190 | 228 | 0.7% |
| Q4 2020 | 619 | $13.8B | 107,225,655 | 91 | 181 | 214 | 1.0% |
| Q3 2020 | 573 | $10.0B | 107,760,489 | 55 | 214 | 186 | 0.9% |
| Q2 2020 | 595 | $11.3B | 107,773,448 | 75 | 183 | 203 | 0.6% |
| Q1 2020 | 588 | $11.3B | 108,299,710 | 50 | 191 | 199 | 0.5% |
| Q4 2019 | 673 | $18.8B | 110,029,727 | 55 | 189 | 228 | 0.5% |
| Q3 2019 | 639 | $17.4B | 109,681,344 | 39 | 162 | 250 | 0.5% |
| Q2 2019 | 682 | $19.1B | 111,702,578 | 66 | 198 | 230 | 0.6% |
| Q1 2019 | 693 | $17.9B | 113,201,518 | 57 | 228 | 205 | 0.4% |
| Q4 2018 | 688 | $16.4B | 114,328,158 | 7 | 10 | 15 | 0.4% |