M&T BANK CORP

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$31.1B

Total Positions

1,669

New This Quarter

270

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

ANET3.49%

KRC3.12%

KEY2.05%

NTNX1.99%

MZTI1.95%

JEF1.85%

LSTR1.69%

KVUE1.58%

JLL1.53%

KEYS1.47%

Other16.73%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

APP13Q held

AppLovin Corp

Avg $64.67 · $12.9M est. P&L

Est. P&L

+972.73%

GE18Q held

GE AEROSPACE

Avg $53.66 · $1.3M est. P&L

Est. P&L

+481.02%

MU27Q held

Micron Technology Inc

Avg $62.94 · $1.2M est. P&L

Est. P&L

+364.97%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1669 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
ANET Arista Networks Inc	4M	$1.1B	3.5%	—	$130.99	+1.11%	4 qtrs	Increased 94
KRC Kilroy Realty Corp	2.8M	$972M	3.1%	—	$37.66	-0.02%	27 qtrs	Increased 94
KEY KeyCorp	1.4M	$639.2M	2.1%	—	$20.58	+0.72%	27 qtrs	Increased 87
NTNX Nutanix Inc	1.3M	$618.4M	2.0%	—	$51.87	+0.17%	13 qtrs	Increased 80
MZTI Marzetti Company/The	6.8M	$608.6M	2.0%	—	$164.04	0.00%	3 qtrs	Increased 80
JEF Jefferies Financial Group Inc	839,716	$575.2M	1.8%	—	$61.02	+2.03%	15 qtrs	Increased 80
LSTR Landstar System Inc	6.3M	$527.8M	1.7%	—	$143.24	0.00%	27 qtrs	Increased 80
KVUE Kenvue Inc	2.3M	$491M	1.6%	—	$17.19	-0.33%	10 qtrs	Increased 80
JLL Jones Lang LaSalle Inc	3.9M	$476.2M	1.5%	—	$339.03	+0.03%	27 qtrs	Increased 80
KEYS Keysight Technologies Inc	1M	$458.8M	1.5%	—	$205.43	+0.28%	27 qtrs	Increased 79
PSX Phillips 66	2.7M	$456.6M	1.5%	—	$119.71	+8.23%	27 qtrs	Increased 79
KMI Kinder Morgan Inc	1.8M	$440.9M	1.4%	—	$26.70	+2.29%	27 qtrs	Increased 79
JNJ Johnson & Johnson	2.1M	$420.2M	1.3%	—	$144.26	+43.43%	27 qtrs	Increased 63
KDP Keurig Dr Pepper Inc	1.4M	$414.4M	1.3%	—	$27.99	-0.26%	27 qtrs	Increased 79
AMH American Homes 4 Rent	1.8M	$406.6M	1.3%	—	$32.21	+0.06%	27 qtrs	Increased 79
LNTH Lantheus Holdings Inc	5.5M	$370.9M	1.2%	—	$67.16	0.00%	1 qtr	New 71
LMND LEMONADE INC C	1.1M	$344.5M	1.1%	—	$71.80	0.00%	1 qtr	New 71
LRCX Lam Research Corp	1.7M	$341.1M	1.1%	—	$168.73	+2.99%	5 qtrs	Increased 79
SUI Sun Communities Inc	498,339	$328.7M	1.1%	—	$124.47	-0.03%	27 qtrs	Increased 79
CNO CNO Financial Group Inc	920,001	$318.4M	1.0%	—	$42.79	0.00%	1 qtr	New 71
VOO VANGUARD INDEX FDS	500,734	$301M	1.0%	—	$324.06	+94.94%	27 qtrs	Increased 45
TAP Molson Coors Beverage Co	1.5M	$298.5M	1.0%	—	$46.81	-0.02%	21 qtrs	Increased 70
LECO Lincoln Electric Holdings Inc	1.3M	$263.1M	0.8%	—	$240.60	+0.82%	27 qtrs	Increased 70
AEO AMERICAN EAGLE OUTFITTERS IN	812,027	$254.6M	0.8%	—	$26.57	0.00%	1 qtr	New 60
LW Lamb Weston Holdings Inc	2.8M	$252.5M	0.8%	—	$41.66	-0.14%	27 qtrs	Increased 70
Showing 25 of 1,669 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

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Q1 2024 → Q4 2025+76,279 shares+$33.1M

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Q1 2024 → Q4 2025+125,096 shares+$31.2M

VALValaris Ltd

Q2 2024 → Q4 2025+26,482 shares+$5.5M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer