M&T BANK CORP (MTB) — Institutional Holders, Q2 2026 (page 7)
1,169 institutional investment managers reported a MTB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $31.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MTB 13F holders ranked 601–700 of 1,169
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Snowden Capital Advisors#601 · 2,519 sh | 2,519 | $599.5K | 0.01% | -3.7% |
| 602 | Marathon Mission#602 · 2,513 sh | 2,513 | $598.1K | — | +9.2% |
| 603 | Mystic Asset Management#603 · 2,506 sh | 2,506 | $596.5K | — | -0.7% |
| 604 | FLAGSHIP HARBOR ADVISORS#604 · 2,498 sh | 2,498 | $594.7K | — | +0.2% |
| 605 | GeoWealth Management#605 · 2,492 sh | 2,492 | $593.1K | 0.02% | +24.8% |
| 606 | Salvus Wealth Management#606 · 2,480 sh | 2,480 | $590.3K | — | +12.3% |
| 607 | SAGESPRING WEALTH PARTNERS#607 · 2,467 sh | 2,467 | $587.3K | — | +10.5% |
| 608 | TCW GROUP#608 · 2,462 sh | 2,462 | $586.0K | <0.01% | -3.0% |
| 609 | Moran Wealth Management#609 · 23,382 sh | 23,382 | $584.1K | — | New |
| 610 | FIRST HORIZON NATIONAL#610 · 2,448 sh | 2,448 | $582.6K | — | +7.1% |
| 611 | Occidental Asset Management#611 · 2,439 sh | 2,439 | $580.5K | 0.06% | New |
| 612 | Summit Financial#612 · 2,438 sh | 2,438 | $580.3K | <0.01% | -3.9% |
| 613 | Compound Planning#613 · 2,420 sh | 2,420 | $576.0K | 0.01% | +3.4% |
| 614 | Spears Abacus Advisors#614 · 2,418 sh | 2,418 | $575.5K | 0.01% | -0.8% |
| 615 | VAUGHAN & SECURITIES#615 · 2,410 sh | 2,410 | $573.6K | — | -4.0% |
| 616 | SIGNATUREFD#616 · 2,408 sh | 2,408 | $573.1K | — | +3.0% |
| 617 | PFG Investments#617 · 2,405 sh | 2,405 | $572.5K | 0.02% | +0.3% |
| 618 | INTEGRITY ALLIANCE#618 · 2,401 sh | 2,401 | $571.7K | 0.02% | +6.8% |
| 619 | WHITTIER#619 · 2,380 sh | 2,380 | $571.0K | <0.01% | +18.5% |
| 620 | GREENLEAF#620 · 2,390 sh | 2,390 | $568.8K | <0.01% | +0.7% |
| 621 | Grant Private Wealth Management#621 · 2,367 sh | 2,367 | $563.3K | — | +52.4% |
| 622 | Westover Capital Advisors#622 · 2,356 sh | 2,356 | $560.8K | — | 0.0% |
| 623 | TritonPoint Partners#623 · 2,348 sh | 2,348 | $559.0K | 0.05% | New |
| 624 | Everhart Financial Group#624 · 2,335 sh | 2,335 | $555.8K | — | -0.2% |
| 625 | Empirical Asset Management#625 · 2,332 sh | 2,332 | $554.9K | 0.13% | 0.0% |
| 626 | Cornell Pochily Investment Advisors#626 · 2,310 sh | 2,310 | $549.9K | — | +1.0% |
| 627 | Premier Path Wealth Partners#627 · 2,306 sh | 2,306 | $548.7K | — | +15.5% |
| 628 | King Wealth Management Group#628 · 2,299 sh | 2,299 | $547.0K | 0.06% | 0.0% |
| 629 | CERTUITY#629 · 2,297 sh | 2,297 | $546.6K | 0.03% | +49.0% |
| 630 | Equitable#630 · 2,276 sh | 2,276 | $541.8K | <0.01% | +88.4% |
| 631 | Ellevest#631 · 2,266 sh | 2,266 | $539.3K | 0.06% | +12.8% |
| 632 | Independent Advisor Alliance#632 · 2,265 sh | 2,265 | $539.1K | 0.01% | +1.9% |
| 633 | West Branch Capital#633 · 2,263 sh | 2,263 | $538.6K | — | -4.2% |
| 634 | Sound Capital Solutions#634 · 2,256 sh | 2,256 | $537.0K | 0.13% | — |
| 635 | SC&H Financial Advisors#635 · 2,242 sh | 2,242 | $533.5K | — | 0.0% |
| 636 | Lewis Asset Management#636 · 2,238 sh | 2,238 | $532.7K | — | +0.1% |
| 637 | TRITONPOINT WEALTH#637 · 2,237 sh | 2,237 | $532.5K | — | -7.4% |
| 638 | PRINCETON CAPITAL MANAGEMENT#638 · 2,229 sh | 2,229 | $530.5K | 0.12% | +29.7% |
| 639 | Sigma Planning#639 · 2,220 sh | 2,220 | $528.4K | — | -4.4% |
| 640 | SIMPLEX TRADING#640 · 2,213 sh | 2,213 | $526.7K | <0.01% | -64.0% |
| 641 | MONECO Advisors#641 · 2,200 sh | 2,200 | $523.5K | 0.03% | +5.7% |
| 642 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#642 · 2,160 sh | 2,160 | $522.7K | 0.03% | -1.6% |
| 643 | Modern Wealth Management#643 · 2,177 sh | 2,177 | $518.2K | <0.01% | -56.5% |
| 644 | NOTTINGHAM ADVISORS#644 · 2,075 sh | 2,075 | $517.6K | 0.06% | 0.0% |
| 645 | US Asset Management#645 · 2,170 sh | 2,170 | $516.5K | 0.39% | +0.6% |
| 646 | Umpqua Bank#646 · 2,149 sh | 2,149 | $511.5K | 0.11% | +1.7% |
| 647 | Independent Solutions Wealth Management#647 · 2,135 sh | 2,135 | $508.2K | 0.07% | 0.0% |
| 648 | TEMA ETFS#648 · 2,118 sh | 2,118 | $504.1K | — | +7.3% |
| 649 | Arkadios Wealth Advisors#649 · 2,112 sh | 2,112 | $502.6K | <0.01% | -24.3% |
| 650 | Confluence Wealth Services#650 · 2,110 sh | 2,110 | $502.1K | 0.01% | +59.7% |
| 651 | INGALLS & SNYDER#651 · 2,103 sh | 2,103 | $501.0K | 0.01% | 0.0% |
| 652 | IHT Wealth Management#652 · 2,099 sh | 2,099 | $499.8K | 0.01% | +4.5% |
| 653 | IAT REINSURANCE LTD.#653 · 20,000 sh | 20,000 | $499.4K | 0.30% | New |
| 654 | Fifth Third Wealth Advisors#654 · 2,091 sh | 2,091 | $497.7K | — | +24.7% |
| 655 | Portfolio Design Labs#655 · 2,088 sh | 2,088 | $497.0K | 0.08% | +0.1% |
| 656 | MAGNOLIA CAPITAL MANAGEMENT LTD#656 · 2,080 sh | 2,080 | $495.0K | — | -85.1% |
| 657 | Breakwater Capital Group#657 · 2,061 sh | 2,061 | $490.5K | — | 0.0% |
| 658 | WELCH & FORBES#658 · 2,058 sh | 2,058 | $489.8K | <0.01% | +0.6% |
| 659 | Mayflower Financial Advisors#659 · 2,057 sh | 2,057 | $489.6K | 0.04% | -0.1% |
| 660 | Impact Partnership Wealth#660 · 2,047 sh | 2,047 | $487.1K | 0.05% | New |
| 661 | Prentice Wealth Management#661 · 2,045 sh | 2,045 | $486.7K | — | 0.0% |
| 662 | KINGSWOOD WEALTH ADVISORS#662 · 2,031 sh | 2,031 | $483.4K | — | +5.9% |
| 663 | Warner Group#663 · 2,024 sh | 2,024 | $481.9K | 0.12% | +100.0% |
| 664 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#664 · 2,011 sh | 2,011 | $478.6K | 0.12% | 0.0% |
| 665 | HENNESSY ADVISORS#665 · 2,000 sh | 2,000 | $476.0K | 0.02% | New |
| 666 | DELTEC ASSET MANAGEMENT#666 · 2,000 sh | 2,000 | $476.0K | — | 0.0% |
| 667 | Charter Capital Management, \DE#667 · 2,000 sh | 2,000 | $476.0K | 0.21% | 0.0% |
| 668 | Erste Asset Management GmbH#668 · 1,989 sh | 1,989 | $475.8K | <0.01% | New |
| 669 | XML Financial#669 · 1,996 sh | 1,996 | $475.1K | 0.03% | +0.5% |
| 670 | Plancorp#670 · 1,958 sh | 1,958 | $474.9K | 0.01% | -20.3% |
| 671 | River Wealth Advisors#671 · 1,979 sh | 1,979 | $471.0K | 0.05% | -7.2% |
| 672 | Callan Family Office#672 · 1,975 sh | 1,975 | $470.1K | <0.01% | -2.7% |
| 673 | Wellington Shields#673 · 1,966 sh | 1,966 | $467.9K | 0.10% | 0.0% |
| 674 | WEDBUSH SECURITIES#674 · 1,959 sh | 1,959 | $466.0K | — | -11.7% |
| 675 | FARMERS & MERCHANTS INVESTMENTS#675 · 1,942 sh | 1,942 | $462.2K | — | 0.0% |
| 676 | EXCALIBUR MANAGEMENT#676 · 1,933 sh | 1,933 | $460.1K | 0.15% | +1.6% |
| 677 | TRAPHAGEN INVESTMENT ADVISORS#677 · 1,928 sh | 1,928 | $458.8K | — | +0.2% |
| 678 | KESTRA PRIVATE WEALTH SERVICES#678 · 1,922 sh | 1,922 | $457.4K | <0.01% | -3.3% |
| 679 | TOMPKINS FINANCIAL#679 · 1,916 sh | 1,916 | $456.0K | — | +167.6% |
| 680 | Chicago Capital#680 · 1,911 sh | 1,911 | $454.8K | — | 0.0% |
| 681 | Clearstead Advisors#681 · 1,905 sh | 1,905 | $453.4K | <0.01% | +71.6% |
| 682 | Waverly Advisors#682 · 1,897 sh | 1,897 | $451.6K | <0.01% | -0.3% |
| 683 | Cornerstone Wealth Group#683 · 1,865 sh | 1,865 | $443.9K | 0.03% | +5.8% |
| 684 | Washington Advisors#684 · 1,859 sh | 1,859 | $442.4K | — | -2.9% |
| 685 | TD Waterhouse Canada#685 · 1,815 sh | 1,815 | $439.1K | — | New |
| 686 | Heartwood Wealth Advisors#686 · 1,845 sh | 1,845 | $439.1K | — | +57.7% |
| 687 | Aaron Wealth Advisors#687 · 1,839 sh | 1,839 | $437.7K | — | +46.0% |
| 688 | Sage Investment Counsel#688 · 1,838 sh | 1,838 | $437.4K | — | 0.0% |
| 689 | FIRST MANHATTAN#689 · 1,809 sh | 1,809 | $430.6K | <0.01% | +7.4% |
| 690 | Baader Bank Aktiengesellschaft#690 · 1,807 sh | 1,807 | $430.1K | 0.03% | -6.3% |
| 691 | Almitas Capital#691 · 1,800 sh | 1,800 | $428.4K | 0.10% | New |
| 692 | BURNEY#692 · 1,800 sh | 1,800 | $428.3K | — | 0.0% |
| 693 | WealthTrust Axiom#693 · 1,795 sh | 1,795 | $427.2K | 0.10% | 0.0% |
| 694 | V-Square Quantitative Management#694 · 1,784 sh | 1,784 | $424.6K | — | -5.7% |
| 695 | Legacy Wealth Asset Management#695 · 1,781 sh | 1,781 | $423.9K | — | -22.0% |
| 696 | Waterford Advisors#696 · 1,778 sh | 1,778 | $423.2K | 0.12% | New |
| 697 | FIDUCIENT ADVISORS#697 · 1,770 sh | 1,770 | $421.3K | 0.06% | 0.0% |
| 698 | MMA ASSET MANAGEMENT#698 · 1,758 sh | 1,758 | $418.4K | 0.13% | +0.1% |
| 699 | B. Riley Wealth Advisors#699 · 1,725 sh | 1,725 | $412.6K | — | +1.4% |
| 700 | Asset Management#700 · 1,732 sh | 1,732 | $412.2K | 0.03% | -6.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.