MENORA MIVTACHIM HOLDINGS LTD. MTB — M & T BK CORP

Ownership history in MENORA MIVTACHIM HOLDINGS LTD.  ·  10 quarters on record

AI Ownership Summary

MENORA MIVTACHIM HOLDINGS LTD. reported M & T BK CORP (MTB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.94% in 2026 Q1. The latest visible filing shows MTB at 0.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MTB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MENORA MIVTACHIM HOLDINGS LTD.'s position in M & T BK CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MTB was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MTB stock page MENORA MIVTACHIM HOLDINGS LTD. fund profile MENORA MIVTACHIM HOLDINGS LTD. full holdings
How MENORA MIVTACHIM HOLDINGS LTD. held MTB — position size vs. price
% of Fund (quarterly)    MTB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 962,619 +189,500 +24.5% 0.94% $199.0M 2026-05-14 $204.31
2025 Q4 UNCHANGED — — — 773,119 — 0% 0.73% $155.8M 2026-02-12 $228.21
2025 Q3 UNCHANGED — — — 773,119 — 0% 0.78% $152.8M 2025-11-13 $182.36
2025 Q2 UNCHANGED — — — 773,119 — 0% 0.86% $150.0M 2025-08-14 $188.35
2025 Q1 UNCHANGED — — — 773,119 — 0% 0.90% $138.2M 2025-05-13 $179.78
2024 Q4 ADDED — — — 773,119 +46,150 +6.3% 0.91% $145.4M 2025-02-13 $188.70
2024 Q3 REDUCED 16.5% +6.5% ❌ 726,969 -143,462 -16.5% 0.82% $129.5M 2024-11-14 $202.88
2024 Q2 ADDED — — — 870,431 +10,357 +1.2% 0.90% $131.7M 2024-08-13 $151.33
2024 Q1 ADDED — — — 860,074 +301,448 +54.0% 0.94% $125.1M 2024-05-13 $143.86
2023 Q4 INITIATED — — — 558,626 — — 0.64% $76.6M 2024-02-14 $126.18

🏢 Other funds also holding MTB

As of 2026 Q1 — sorted by position size

ABSHER WEALTH MANAGEMENT, LLC 3Y 5.33% Lesa Sroufe & Co 3Y 7Y 3.64% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.07% Robinson Value Management, Ltd. 3Y 7Y 3.03% Axiom Investment Management LLC 3Y 2.92% Davis Asset Management, L.P. 3Y 2.45% O'Keefe Stevens Advisory, Inc. 3Y 2.44% BERKSHIRE ASSET MANAGEMENT LLC/PA 3Y 7Y 2.17% Polaris Capital Management, LLC 3Y 7Y 2.07% McCollum Christoferson Group LLC 3Y 7Y 2.05%

FAQ About MENORA MIVTACHIM HOLDINGS LTD. and MTB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MENORA MIVTACHIM HOLDINGS LTD. reported owning MTB?

MENORA MIVTACHIM HOLDINGS LTD. reported MTB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MTB position in MENORA MIVTACHIM HOLDINGS LTD.'s portfolio?

The largest reported portfolio weight for MTB was 0.94% in 2026 Q1.

What is the latest reported MTB position on this page?

The most recent filing on this page is 2026 Q1, when MENORA MIVTACHIM HOLDINGS LTD. reported 962,619 shares, equal to 0.94% of portfolio, with an estimated market value of $199.0M.

What does the chart on this MTB ownership page compare?

The chart compares MENORA MIVTACHIM HOLDINGS LTD.'s quarterly MTB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MENORA MIVTACHIM HOLDINGS LTD. time their MTB position?

Based on 13F filing dates vs. subsequent MTB price moves, MENORA MIVTACHIM HOLDINGS LTD. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on MTB relative to SPY over the holding period was +2.2%.

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