MTB M&T Bank Corporation
M&T Bank Corporation (MTB) Institutional Ownership
What the institutions did with MTB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| EASTERN BANK | 24.5K | 56.0% |
| MassMutual Private Wealth & Trust, FSB | 4.3K | 9.7% |
| Marathon Mission, Inc. | 2.6K | 5.9% |
| Heartwood Wealth Advisors LLC | 1.8K | 4.2% |
| CX Institutional | 1.6K | 3.8% |
| COLLECTIVE FAMILY OFFICE LLC | 1.5K | 3.4% |
| TOMPKINS FINANCIAL CORP | 1.3K | 3.0% |
| First Citizens Financial Corp | 1.2K | 2.8% |
| Versant Capital Management, Inc | 1.2K | 2.8% |
| NEVILLE RODIE & SHAW INC | 1.1K | 2.4% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.0K | 2.4% |
| Central Pacific Bank - Trust Division | 900 | 2.1% |
| Roxbury Financial LLC | 571 | 1.3% |
| GoalVest Advisory LLC | 74 | 0.2% |
| Rosenberg Matthew Hamilton | 42 | 0.1% |
| Planning Strategies Inc. | 3 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| EASTERN BANK | Increased | 6.8K | 24.5K | +17.6K |
| TOMPKINS FINANCIAL CORP | Reduced | 1.9K | 1.3K | -598 |
| Versant Capital Management, Inc | Increased | 989 | 1.2K | +223 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 1.2K | 1.0K | -159 |
| Marathon Mission, Inc. | Increased | 2.5K | 2.6K | +83 |
| GoalVest Advisory LLC | New | 0 | 74 | +74 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 4.3K | 4.3K | -30 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 1.5K | 1.5K | -30 |
| First Citizens Financial Corp | Reduced | 1.2K | 1.2K | -15 |
| CX Institutional | Reduced | 1.7K | 1.6K | -4 |
| Roxbury Financial LLC | Increased | 569 | 571 | +2 |
| Planning Strategies Inc. | Increased | 2 | 3 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.