M&T BANK CORP

PublicCIK: 36270

MTBNYSEMTB-PHNYSEMTB-PKNYSE+1 more

Location

BUFFALO, NY

1674

Positions

$29.22B

Total AUM (reported)

223.55M

Total Shares

Allocation by class

COM$13.51B46.2%

CORE MSCI EAFE$1.19B4.1%

RUS 1000 GRW ETF$1.12B3.8%

RUS 1000 ETF$998.16M3.4%

CAP STK CL C$856.54M2.9%

CORE S&P500 ETF$821.74M2.8%

RUS 1000 VAL ETF$757.48M2.6%

Portfolio Concentration

Top 3$3.49B11.9%

4–10$5.14B17.6%

11–25$5.59B19.1%

Rest$15.00B51.3%

Top 3 weight

11.9%

Top 10 weight

29.5%

Voting Authority Distribution

Total shares with voting rights: 223.55M

Sole

Full voting authority

215.12M

% of voting shares96.2%

Shared

Joint voting authority

11.24K

% of voting shares0.0%

None

No voting authority

8.41M

% of voting shares3.8%

Investment Discretion (by position count)

Sole0

Shared0

Other1674

Dominant voting typeSole · 96.2% of voting shares

Institutional Holdings1674

Rows:

ISHARES TR

DFND

CORE MSCI EAFE

Shares13.20M

TypeSH

Market value$1.19B

4.09%

Sole

13.14M

Shared

0.00

None

54.63K

APPLE INC

DFND

COM

Shares4.63M

TypeSH

Market value$1.18B

4.02%

Sole

4.51M

Shared

0.00

None

122.87K

ISHARES TR

DFND

RUS 1000 GRW ETF

Shares2.62M

TypeSH

Market value$1.12B

3.83%

Sole

2.62M

Shared

0.00

None

9.13K

ISHARES TR

DFND

RUS 1000 ETF

Shares2.80M

TypeSH

Market value$998.16M

3.42%

Sole

2.80M

Shared

0.00

None

1.23K

ISHARES TR

DFND

CORE S&P500 ETF

Shares1.26M

TypeSH

Market value$821.74M

2.81%

Sole

1.03M

Shared

0.00

None

227.22K

ISHARES TR

DFND

RUS 1000 VAL ETF

Shares3.55M

TypeSH

Market value$757.48M

2.59%

Sole

3.54M

Shared

0.00

None

9.44K

MICROSOFT CORP

DFND

COM

Shares1.97M

TypeSH

Market value$730.70M

2.50%

Sole

1.90M

Shared

0.00

None

78.75K

ISHARES INC

DFND

CORE MSCI EMKT

Shares9.29M

TypeSH

Market value$647.96M

2.22%

Sole

9.16M

Shared

0.00

None

127.03K

NVIDIA CORPORATION

DFND

COM

Shares3.54M

TypeSH

Market value$617.98M

2.12%

Sole

3.43M

Shared

0.00

None

118.35K

ALPHABET INC

DFND

CAP STK CL C

Shares1.97M

TypeSH

Market value$564.22M

1.93%

Sole

1.91M

Shared

0.00

None

57.34K

ISHARES TR

DFND

MSCI USA QLT FCT

Shares2.86M

TypeSH

Market value$547.77M

1.87%

Sole

2.74M

Shared

0.00

None

118.25K

JPMORGAN CHASE & CO

DFND

COM

Shares1.74M

TypeSH

Market value$511.40M

1.75%

Sole

1.69M

Shared

0.00

None

51.47K

ISHARES TR

DFND

RUSSELL 2000 ETF

Shares2.05M

TypeSH

Market value$508.41M

1.74%

Sole

2.04M

Shared

0.00

None

15.04K

BROADCOM INC

DFND

COM

Shares1.50M

TypeSH

Market value$463.93M

1.59%

Sole

1.47M

Shared

0.00

None

33.81K

ISHARES TR

DFND

S&P 500 GRWT ETF

Shares3.91M

TypeSH

Market value$442.76M

1.52%

Sole

3.89M

Shared

4.90K

None

16.02K

AMAZON COM INC

DFND

COM

Shares2.08M

TypeSH

Market value$433.84M

1.48%

Sole

2.01M

Shared

0.00

None

75.47K

JOHNSON & JOHNSON

DFND

COM

Shares1.54M

TypeSH

Market value$377.48M

1.29%

Sole

1.48M

Shared

0.00

None

61.88K

VANGUARD TAX-MANAGED FDS

DFND

VAN FTSE DEV MKT

Shares5.66M

TypeSH

Market value$362.51M

1.24%

Sole

5.24M

Shared

0.00

None

415.32K

STATE STR SPDR S&P 500 ETF T

DFND

TR UNIT

Shares473.07K

TypeSH

Market value$307.66M

1.05%

Sole

452.31K

Shared

0.00

None

20.76K

EXXON MOBIL CORP

DFND

COM

Shares1.75M

TypeSH

Market value$297.10M

1.02%

Sole

1.64M

Shared

0.00

None

107.53K

VANGUARD BD INDEX FDS

DFND

TOTAL BND MRKT

Shares4.02M

TypeSH

Market value$295.75M

1.01%

Sole

4.01M

Shared

0.00

None

9.15K

ALPHABET INC

DFND

CAP STK CL C

Shares1.02M

TypeSH

Market value$292.32M

1.00%

Sole

984.61K

Shared

0.00

None

31.95K

VANGUARD INDEX FDS

DFND

S&P 500 ETF SHS

Shares477.14K

TypeSH

Market value$285.12M

0.98%

Sole

477.14K

Shared

0.00

None

0.00

T ROWE PRICE ETF INC

DFND

US EQUITY RESEAR

Shares5.69M

TypeSH

Market value$232.90M

0.80%

Sole

5.68M

Shared

0.00

None

13.41K

META PLATFORMS INC

DFND

CL A

Shares399.58K

TypeSH

Market value$228.61M

0.78%

Sole

389.27K

Shared

0.00

None

10.31K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ISHARES TRDFND	CORE MSCI EAFE	13.20M	SH	$1.19B 4.09%	13.14M	0.00	54.63K
APPLE INCDFND	COM	4.63M	SH	$1.18B 4.02%	4.51M	0.00	122.87K
ISHARES TRDFND	RUS 1000 GRW ETF	2.62M	SH	$1.12B 3.83%	2.62M	0.00	9.13K
ISHARES TRDFND	RUS 1000 ETF	2.80M	SH	$998.16M 3.42%	2.80M	0.00	1.23K
ISHARES TRDFND	CORE S&P500 ETF	1.26M	SH	$821.74M 2.81%	1.03M	0.00	227.22K
ISHARES TRDFND	RUS 1000 VAL ETF	3.55M	SH	$757.48M 2.59%	3.54M	0.00	9.44K
MICROSOFT CORPDFND	COM	1.97M	SH	$730.70M 2.50%	1.90M	0.00	78.75K
ISHARES INCDFND	CORE MSCI EMKT	9.29M	SH	$647.96M 2.22%	9.16M	0.00	127.03K
NVIDIA CORPORATIONDFND	COM	3.54M	SH	$617.98M 2.12%	3.43M	0.00	118.35K
ALPHABET INCDFND	CAP STK CL C	1.97M	SH	$564.22M 1.93%	1.91M	0.00	57.34K
ISHARES TRDFND	MSCI USA QLT FCT	2.86M	SH	$547.77M 1.87%	2.74M	0.00	118.25K
JPMORGAN CHASE & CODFND	COM	1.74M	SH	$511.40M 1.75%	1.69M	0.00	51.47K
ISHARES TRDFND	RUSSELL 2000 ETF	2.05M	SH	$508.41M 1.74%	2.04M	0.00	15.04K
BROADCOM INCDFND	COM	1.50M	SH	$463.93M 1.59%	1.47M	0.00	33.81K
ISHARES TRDFND	S&P 500 GRWT ETF	3.91M	SH	$442.76M 1.52%	3.89M	4.90K	16.02K
AMAZON COM INCDFND	COM	2.08M	SH	$433.84M 1.48%	2.01M	0.00	75.47K
JOHNSON & JOHNSONDFND	COM	1.54M	SH	$377.48M 1.29%	1.48M	0.00	61.88K
VANGUARD TAX-MANAGED FDSDFND	VAN FTSE DEV MKT	5.66M	SH	$362.51M 1.24%	5.24M	0.00	415.32K
STATE STR SPDR S&P 500 ETF TDFND	TR UNIT	473.07K	SH	$307.66M 1.05%	452.31K	0.00	20.76K
EXXON MOBIL CORPDFND	COM	1.75M	SH	$297.10M 1.02%	1.64M	0.00	107.53K
VANGUARD BD INDEX FDSDFND	TOTAL BND MRKT	4.02M	SH	$295.75M 1.01%	4.01M	0.00	9.15K
ALPHABET INCDFND	CAP STK CL C	1.02M	SH	$292.32M 1.00%	984.61K	0.00	31.95K
VANGUARD INDEX FDSDFND	S&P 500 ETF SHS	477.14K	SH	$285.12M 0.98%	477.14K	0.00	0.00
T ROWE PRICE ETF INCDFND	US EQUITY RESEAR	5.69M	SH	$232.90M 0.80%	5.68M	0.00	13.41K
META PLATFORMS INCDFND	CL A	399.58K	SH	$228.61M 0.78%	389.27K	0.00	10.31K

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