M&T Bank
MORN icon

M&T Bank’s Morningstar MORN Stock Holding History

M&T Bank’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$611K Sell
3,617
-111
-3% -$20.6K ﹤0.01% 1015
2025
Q4 		$810K Sell
3,728
-3,436
-48% -$744K ﹤0.01% 936
2025
Q3 		$1.66M Sell
7,164
-1,281
-15% -$341K 0.01% 633
2025
Q2 		$2.65M Buy
8,445
+69
+0.8% +$20.4K 0.01% 537
2025
Q1 		$2.51M Sell
8,376
-796
-9% -$251K 0.01% 542
2024
Q4 		$3.09M Buy
9,172
+303
+3% +$103K 0.01% 540
2024
Q3 		$2.83M Sell
8,869
-39
-0.4% -$12.1K 0.01% 570
2024
Q2 		$2.63M Sell
8,908
-1,528
-15% -$452K 0.01% 568
2024
Q1 		$3.22M Sell
10,436
-31
-0.3% -$8.93K 0.01% 511
2023
Q4 		$3M Sell
10,467
-568
-5% -$148K 0.01% 513
2023
Q3 		$2.58M Sell
11,035
-62
-0.6% -$14K 0.01% 535
2023
Q2 		$2.18M Buy
11,097
+1,519
+16% +$301K 0.01% 622
2023
Q1 		$1.94M Sell
9,578
-328
-3% -$72.1K 0.01% 648
2022
Q4 		$2.15M Buy
9,906
+177
+2% +$40.3K 0.01% 600
2022
Q3 		$2.07M Sell
9,729
-73
-0.7% -$17.4K 0.01% 582
2022
Q2 		$2.35M Buy
9,802
+2,004
+26% +$505K 0.01% 522
2022
Q1 		$2.13M Sell
7,798
-133
-2% -$37.6K 0.01% 545
2021
Q4 		$2.71M Sell
7,931
-270
-3% -$83.6K 0.01% 500
2021
Q3 		$2.13M Sell
8,201
-87
-1% -$22.9K 0.01% 545
2021
Q2 		$2.13M Buy
8,288
+287
+4% +$69.6K 0.01% 546
2021
Q1 		$1.8M Sell
8,001
-573
-7% -$134K 0.01% 583
2020
Q4 		$1.98M Sell
8,574
-175
-2% -$34.8K 0.01% 570
2020
Q3 		$1.41M Sell
8,749
-175
-2% -$27.6K 0.01% 613
2020
Q2 		$1.26M Buy
8,924
+200
+2% +$28.2K 0.01% 621
2020
Q1 		$1.01M Sell
8,724
-96
-1% -$13.9K 0.01% 682
2019
Q4 		$1.33M Sell
8,820
-221
-2% -$33.9K 0.01% 535
2019
Q3 		$1.32M Buy
9,041
+428
+5% +$65.9K 0.01% 634
2019
Q2 		$1.25M Buy
8,613
+434
+5% +$59.9K 0.01% 664
2019
Q1 		$1.03M Sell
8,179
-234
-3% -$28.1K 0.01% 709
2018
Q4 		$924K Sell
8,413
-5,246
-38% -$615K 0.01% 701
2018
Q3 		$1.72M Buy
13,659
+1,235
+10% +$166K 0.01% 589
2018
Q2 		$1.59M Buy
12,424
+1,296
+12% +$148K 0.01% 611
2018
Q1 		$1.06M Buy
11,128
+1,421
+15% +$137K 0.01% 739
2017
Q4 		$942K Buy
9,707
+2,982
+44% +$268K ﹤0.01% 789
2017
Q3 		$571K Buy
6,725
+1,677
+33% +$137K ﹤0.01% 938
2017
Q2 		$395K Buy
5,048
+963
+24% +$72.7K ﹤0.01% 1081
2017
Q1 		$320K Buy
4,085
+24
+0.6% +$1.87K ﹤0.01% 1207
2016
Q4 		$299K Sell
4,061
-1,370
-25% -$101K ﹤0.01% 1282
2016
Q3 		$430K Sell
5,431
-4
-0.1% -$329 ﹤0.01% 1113
2016
Q2 		$444K Buy
5,435
+47
+0.9% +$3.93K ﹤0.01% 1079
2016
Q1 		$476K Buy
5,388
+379
+8% +$30.2K ﹤0.01% 1060
2015
Q4 		$402K Sell
5,009
-127
-2% -$10.3K ﹤0.01% 1161
2015
Q3 		$411K Buy
5,136
+1,585
+45% +$129K ﹤0.01% 1157
2015
Q2 		$283K Buy
3,551
+30
+0.9% +$2.3K ﹤0.01% 1526
2015
Q1 		$263K Buy
+3,521
New +$250K ﹤0.01% 1546
2014
Q4 		– Sell
-3,541
Closed -$241K – 2193
2014
Q3 		$241K Buy
+3,541
New +$242K ﹤0.01% 1746

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

M&T Bank's MORN Position: Q1 2026 in Review

M&T Bank reduced its Morningstar (MORN) stake by 3% in Q1 2026, selling an estimated $20.6K and leaving 3,617 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

M&T Bank first reported a position in MORN in Q3 2014 and has held it in 46 quarters since. The position peaked at $3.22M in Q1 2024. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • M&T Bank held 3,617 shares of Morningstar worth $611K as of Q1 2026.
  • M&T Bank sold 111 Morningstar shares in Q1 2026, an estimated $20.6K.
  • Morningstar made up ﹤0.01% of M&T Bank's portfolio in Q1 2026, its #1015 holding.
  • M&T Bank first reported a position in Morningstar in Q3 2014 and has held it in 46 quarters since.
  • M&T Bank's Morningstar position peaked at $3.22M in Q1 2024.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.