M&T Bank Corp

New 13F: Q3 2026

M&T Bank Corp filed its 13F for the quarter ended Sep 30, 2026 on Nov 10, 2026: $8.8B in AI and semiconductor stocks; $46.6M bought and $192.7M sold against its previous quarter, at the quarter's prices.

M&T Bank Corp declares $8.6B in 171 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 25.3% of its $34.1B 13F portfolio. Largest positions: Apple (0.03% of the company) and Alphabet (0.02% of the company). Over time: $8.6B in 171 of these companies for Q2 2026, against $2.7B in 95 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $67.2M and sold $136.6M of these stocks, at the quarter's prices: a net sale of $69.5M; 15 new positions and 2 sold out.

Performance of its AI picks

The AI-stock portfolio M&T Bank Corp declared for Q2 2026 (Form 13F), held unchanged, returned +3.3% in Q3 2026 (SMH -7.1%), ranked 981 of 1,785 active managers. Over the last 12 months, quarter after quarter: +23.8% (SMH +87.2%), ranked 999 of 1,360 active managers. Over three years, quarter after quarter: +128.1% (SMH +325.8%), ranked 582 of 784 active managers. Over five years, quarter after quarter: +145.1% (SMH +389.8%), ranked 342 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. Apple (AAPL): $1.3B, 4.6M shares, 0.03% of the company, 3.9% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Alphabet (GOOGL): $1.1B, 3.0M shares, 0.02% of the company, 3.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  3. Microsoft (MSFT): $730.1M, 2.0M shares, 0.03% of the company, 2.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. NVIDIA (NVDA): $723.1M, 3.6M shares, 0.01% of the company, 2.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  5. Broadcom (AVGO): $574.6M, 1.5M shares, 0.03% of the company, 1.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  6. Amazon (AMZN): $498.3M, 2.1M shares, 0.02% of the company, 1.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  7. Cisco (CSCO): $297.0M, 2.5M shares, 0.06% of the company, 0.87% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  8. Meta Platforms (META): $229.4M, 407,198 shares, 0.02% of the company, 0.67% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  9. Applied Materials (AMAT): $213.0M, 294,579 shares, 0.04% of the company, 0.62% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  10. Caterpillar (CAT): $208.9M, 196,206 shares, 0.04% of the company, 0.61% of its portfolio (added this quarter); held since Q4 2019 or earlier
  11. Analog Devices (ADI): $166.0M, 417,925 shares, 0.09% of the company, 0.49% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  12. TSMC (TSM): $159.3M, 333,468 shares, 0.01% of the company, 0.47% of its portfolio (added this quarter); held since Q4 2019 or earlier
  13. Qualcomm (QCOM): $145.1M, 785,446 shares, 0.07% of the company, 0.43% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. Oracle (ORCL): $128.8M, 879,151 shares, 0.03% of the company, 0.38% of its portfolio (added this quarter); held since Q4 2019 or earlier
  15. Qnity Electronics (Q): $128.6M, 787,221 shares, 0.38% of the company, 0.38% of its portfolio (trimmed this quarter); held since Q4 2025

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