MTB · M&T Bank Corp · Shareholders & Ownership

$221.66 -1.17 (-0.53%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$32.18B

144.42M

Volume · Oct 23 1.02M Avg daily vol (3M) 1.03M

Every disclosed holder of MTB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns MTB

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,163	131,860,280	91.31%	Yes
Insiders (Forms 3, 4, 5)	27	517,326	0.36%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	12,038,656	8.34%	Rest
Registered funds (N-PORT, not summed)	736	61,822,599	42.81%	No

Shares outstanding: 144,416,262, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of MTB

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,846,003	8.90%	-155,545	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,014,234	1.39%	+60,806	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	603,753	0.42%	+23,212	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	362,924	0.25%	-26,654	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	327,387	0.23%	-24,454	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core High Dividend ETF Fund S000031844 · Registered fund · Jul 31, 2026 iShares Trust, not summed	263,523	0.18%	-23,948	Jul 31, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,417,262	8.60%	-754,074	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,413,739	1.67%	-20,348	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.2	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,943,104	1.35%	-12,813	May 31, 2026	Fidelity Concord Street Trust, not summed
2.3	Fidelity Series Value Discovery Fund Fund S000039216 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	941,844	0.65%	+4,400	Jul 31, 2026	Fidelity Devonshire Trust, not summed
2.4	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · May 31, 2026 Fidelity Financial Trust, not summed	572,200	0.40%	-135,500	May 31, 2026	Fidelity Financial Trust, not summed
2.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	556,090	0.39%	-6,446	Jul 31, 2026	Fidelity Salem Street Trust, not summed
3	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,801,881	6.79%	-150,431	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	1,240,564	0.86%	-165,653	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
3.2	VANGUARD GLOBAL ESG SELECT STOCK FUND Fund S000065529 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	170,382	0.12%	-16,721	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
3.3	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	28,105	0.02%	-22,301	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
3.4	VANGUARD GLOBAL WELLESLEY INCOME FUND Fund S000059218 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	26,437	0.02%	+13	May 31, 2026	VANGUARD WORLD FUND, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,566,754	6.62%	-211,907	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,112,644	4.93%	-39,313	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	990,591	0.69%	-37,927	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	349,201	0.24%	+30,605	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	267,578	0.19%	+1,846	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	178,141	0.12%	-641	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	61,647	0.04%	-1,074	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,080,537	4.90%	-408,000	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,102,697	4.92%	-409,806	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,647,745	3.22%	-87,899	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,348,008	3.01%	-68,137	Jun 30, 2026	carried, not yet filed for the newest quarter
9	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,122,590	2.85%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,045,990	2.80%	+41,761	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,025,037	2.79%	+23,113	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco KBW Bank ETF Fund S000034530 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	918,724	0.64%	-207,568	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	832,869	0.58%	+2,339	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.3	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	386,002	0.27%	-252,860	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
11.4	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	292,825	0.20%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
11.5	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	275,883	0.19%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,792,699	2.63%	-65,176	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,590,085	2.49%	-861,950	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	494	0.00%	-30	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
13.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	262	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
13.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	260	0.00%	+88	Jul 31, 2026	E Trade Trust, not summed
13.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	65	0.00%	-7	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
14	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	3,582,947	2.48%	-297,113	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
15	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,173,439	2.20%	-44,389	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,985,145	1.37%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
17	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,589,579	1.10%	+13,508	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	336,823	0.23%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
17.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	130,404	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	110,966	0.08%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
17.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	98,280	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	81,728	0.06%	+1,155	Jul 31, 2026	Dimensional ETF Trust, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,491,910	1.03%	-28,381	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	45,177	0.03%	-1,716	Jun 30, 2026	Northern Funds, not summed
18.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,424	0.00%	-42	Jul 31, 2026	FlexShares Trust, not summed
19	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,394,502	0.97%	+16,109	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,390,604	0.96%	+1,359	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	12,354	0.01%	-720	Jul 31, 2026	BNY Mellon ETF Trust, not summed
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,366,905	0.95%	+207,514	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	68,965	0.05%	+11,040	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	15,882	0.01%	+2,190	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,359	0.01%	-523	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	5,572	0.00%	0	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
21.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	5,046	0.00%	-144	May 31, 2026	Goldman Sachs ETF Trust II, not summed
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,324,600	0.92%	-284,003	Jun 30, 2026	carried, not yet filed for the newest quarter
23	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,191,392	0.83%	+12,756	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	776,365	0.54%	-9,298	Jun 30, 2026	MFS SERIES TRUST XI, not summed
23.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	39,915	0.03%	+3,368	May 31, 2026	MFS Series Trust X, not summed
23.3	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	28,347	0.02%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
23.4	MFS Diversified Income Fund Fund S000012219 · Registered fund · May 31, 2026 MFS Series Trust XIII, not summed	9,621	0.01%	-317	May 31, 2026	MFS Series Trust XIII, not summed
23.5	MFS Global Total Return Fund Fund S000002469 · Registered fund · Jul 31, 2026 MFS Series Trust VI, not summed	5,335	0.00%	-323	Jul 31, 2026	MFS Series Trust VI, not summed
24	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,186,626	0.82%	-31,364	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
25	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,147,480	0.79%	-243,619	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	532,333	0.37%	-147,836	Jun 30, 2026	College Retirement Equities Fund, not summed
25.2	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	145,064	0.10%	-55,053	Jun 30, 2026	College Retirement Equities Fund, not summed
25.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	118,615	0.08%	-8,892	Jul 31, 2026	TIAA-CREF Funds, not summed
25.4	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	110,185	0.08%	-612	Jul 31, 2026	TIAA-CREF Funds, not summed
25.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	61,987	0.04%	-3,671	Jun 30, 2026	College Retirement Equities Fund, not summed
26	M&T Bank Corp 13F CIK 36270 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,147,230	0.79%	-109	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,069,943	0.74%	+4,923	Jun 30, 2026	carried, not yet filed for the newest quarter
28	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,060,517	0.73%	+26,486	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	31,698	0.02%	-17,324	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
28.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	141	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
28.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	49	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,001,352	0.69%	-15,290	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	328,309	0.23%	-9,343	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	160,573	0.11%	+2,655	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	89,706	0.06%	+437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	88,842	0.06%	-1,039	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	81,542	0.06%	-1,189	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	974,692	0.67%	-617	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MENORA MIVTACHIM HOLDINGS LTD. 13F CIK 1351917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	962,619	0.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
32	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	868,700	0.60%	-52,446	Jun 30, 2026	carried, not yet filed for the newest quarter
33	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	845,405	0.59%	-37,316	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	822,084	0.57%	-29,960	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	795,595	0.55%	-27,994	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	795,156	0.55%	-60,605	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
37	Touchstone Funds Group Trust-Touchstone Mid Cap Fund Fund S000005842 · Registered fund · Jun 30, 2026 Touchstone Funds Group Trust, not summed	763,042	0.53%	-47,019	Jun 30, 2026	Touchstone Funds Group Trust, not summed
38	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	750,851	0.52%	+111,734	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
39	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	698,300	0.48%	+160,793	Jun 30, 2026	carried, not yet filed for the newest quarter
40	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	656,084	0.45%	+140,839	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Neuberger Large Cap Value Fund Fund S000007840 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	508,530	0.35%	+172,591	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
41	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	590,755	0.41%	-7,721	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
42	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	571,032	0.40%	-30,170	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	4,242	0.00%	-70	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
42.2	BrandywineGLOBAL-Dynamic US Large Cap Value ETF Fund S000075788 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	2,585	0.00%	-746	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
42.3	Franklin U.S. Core Dividend Tilt Index ETF Fund S000053153 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	874	0.00%	-28	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
42.4	Franklin U.S. Dividend Booster Index ETF Fund S000089401 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	329	0.00%	+35	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
42.5	Franklin Allocation VIP Fund Fund S000017299 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	37	0.00%	—	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
43	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	565,114	0.39%	-9,546	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	THRIVENT MID CAP STOCK FUND Fund S000001345 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	295,759	0.20%	-1,211	Jul 31, 2026	Thrivent Mutual Funds, not summed
43.2	THRIVENT MID CAP STOCK PORTFOLIO Fund S000001420 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	180,608	0.13%	-4,502	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
43.3	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	9,972	0.01%	+277	Jul 31, 2026	Thrivent Mutual Funds, not summed
43.4	THRIVENT MID CAP VALUE PORTFOLIO Fund S000068346 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	5,863	0.00%	0	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
43.5	THRIVENT LARGE CAP INDEX PORTFOLIO Fund S000001430 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	5,397	0.00%	-351	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
44	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	558,079	0.39%	+65,966	Jun 30, 2026	carried, not yet filed for the newest quarter
45	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	556,027	0.39%	+103,460	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	49,161	0.03%	-11,230	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
45.2	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	42,684	0.03%	-18,993	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
45.3	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	29,509	0.02%	-14,295	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
45.4	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	26,705	0.02%	+9,590	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
45.5	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	17,761	0.01%	-6,010	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
46	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	519,547	0.36%	-12,314	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	10,444	0.01%	-491	Aug 31, 2026	DBX ETF Trust, not summed
46.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,533	0.00%	-353	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
46.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	2,252	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
46.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	1,990	0.00%	-105	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
46.5	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,312	0.00%	-10	Aug 31, 2026	DBX ETF Trust, not summed
47	PSF PGIM Jennison Blend Portfolio Fund S000002217 · Registered fund · Jun 30, 2026 Prudential Series Fund, not summed	507,464	0.35%	-25,520	Jun 30, 2026	Prudential Series Fund, not summed
48	Canoe Financial LP 13F CIK 1908219 · Unknown · Sep 30, 2026	499,644	0.35%	-825	Sep 30, 2026
49	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	474,401	0.33%	+5,886	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	474,047	0.33%	-7,752	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	AB EQUITY INCOME FUND INC Fund S000010125 · Registered fund · May 31, 2026 AB EQUITY INCOME FUND INC, not summed	28,050	0.02%	+570	May 31, 2026	AB EQUITY INCOME FUND INC, not summed
50.2	AB Large Cap Value Fund Fund S000010411 · Registered fund · Jun 30, 2026 AB TRUST, not summed	23,295	0.02%	-409	Jun 30, 2026	AB TRUST, not summed
50.3	AB US Low Volatility Equity ETF Fund S000079472 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	5,015	0.00%	+220	May 31, 2026	AB Active ETFs, Inc., not summed
50.4	AB Dynamic Asset Allocation Portfolio Fund S000031722 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	252	0.00%	-27	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
50.5	AB Mid Cap Value Portfolio Fund S000084745 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	246	0.00%	0	Jun 30, 2026	AB CAP FUND, INC., not summed

182 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 1,454 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 36270 CUSIP 55261F104 13F (30d) 269 filings 258 filers Visit website Investor relations