M&T Bank Corp
CIK 36270 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- IEFA4.04%
- IWF3.98%
- AAPL3.98%
- IWB3.48%
- MSFT3.43%
- IVV2.92%
- IWD2.57%
- NVDA2.09%
- QUAL2.08%
- IEMG2.04%
Share classes counted separately30.61%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +0.52 pp3.46% → 3.98%Shares -255.01K (-5.20%)
- GOOGWeight increased · +0.37 pp1.28% → 1.65%Shares -88.14K (-4.20%)
- IWFWeight increased · +0.24 pp3.74% → 3.98%Shares -30.97K (-1.21%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $1.20B | 4.04% | 13.77M shares | 4.06% → 4.04%-0.02 pp -386.26K (-2.73%) | Reduced | ↗▾ |
| 02 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $1.18B | 3.98% | 2.53M shares | 3.74% → 3.98%+0.24 pp -30.97K (-1.21%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $1.18B | 3.98% | 4.65M shares | 3.46% → 3.98%+0.52 pp -255.01K (-5.20%) | Reduced | ↗▾ |
| 04 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $1.04B | 3.48% | 2.83M shares | 3.41% → 3.48%+0.07 pp -90.19K (-3.08%) | Reduced | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $1.02B | 3.43% | 1.97M shares | 3.60% → 3.43%-0.17 pp -140.06K (-6.65%) | Reduced | ↗▾ |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $868.94M | 2.92% | 1.30M shares | 2.83% → 2.92%+0.09 pp -28.63K (-2.16%) | Reduced | ↗▾ |
| 07 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $763.94M | 2.57% | 3.75M shares | 2.62% → 2.57%-0.05 pp -178.68K (-4.55%) | Reduced | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $621.68M | 2.09% | 3.33M shares | 1.99% → 2.09%+0.10 pp -332.66K (-9.08%) | Reduced | ↗▾ |
| 09 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $618.70M | 2.08% | 3.18M shares | 2.08% → 2.08%+0.00 pp -134.67K (-4.06%) | Reduced | ↗▾ |
| 10 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $606.02M | 2.04% | 9.19M shares | 2.03% → 2.04%+0.01 pp -643.47K (-6.54%) | Reduced | ↗▾ |
Options overlay 39
$995.89K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
JPMJPMORGAN CHASE & CO View history and evidence | Call | 161 | $101.43K | +4 (+2.55%) | ▾ |
JNJJOHNSON & JOHNSON View history and evidence | Call | 122 | $85.40K | +3 (+2.52%) | ▾ |
ABBVABBVIE INC View history and evidence | Call | 78 | $70.82K | +9 (+13.04%) | ▾ |
3 / 39 options · preview only
Exited positions 147
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHH SCHWAB US REIT ETF | Non-derivative | -1,046,400 | -$22.14M | SEC filing ↗ | SEC filing ↗ |
| EUSA ISHARES MSCI USA EQUAL WEIGH | Non-derivative | -167,099 | -$16.56M | SEC filing ↗ | SEC filing ↗ |
| AKX ANSYS INC | Non-derivative | -23,633 | -$8.30M | SEC filing ↗ | SEC filing ↗ |
3 / 147 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 36270 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 29741064372
}Research all 1,479 reported holdings.
This page includes 30 of 1,479 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 1,479 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"36270","quarter":"2025Q3","page_size":100}
get_institutional_manager_history
{"cik":"36270","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.