DaveManuel.com · Institutional Ownership · Who Owns It
MIZUHO FINANCIAL GROUP INC (MFG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
468
Reporting holders
$2.6B
Reported value
0.0%
Calls
0.0%
Puts
+38
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $583.9M | 60,949,488 | 0.03% | 35q | +1.9%+$11.2M |
| FMR LLC | $268.7M | 28,048,752 | 0.01% | 31q | +18.7%+$42.3M |
| NATIXIS ADVISORS, LLC | $170.4M | 17,787,274 | 0.19% | 31q | +8.3%+$13.0M |
| JONES FINANCIAL COMPANIES LLLP | $163.5M | 16,833,587 | 0.07% | 11q | +9.4%+$14.1M |
| GOLDMAN SACHS GROUP INC | $160.8M | 16,781,783 | 0.01% | 31q | +6.8%+$10.3M |
| BANK OF AMERICA CORP /DE/ | $160.2M | 16,718,717 | 0.01% | 31q | +8.2%+$12.1M |
| BlackRock, Inc. | $129.6M | 13,523,218 | 0.00% | 8q | +2.3%+$2.9M |
| NORTHERN TRUST CORP | $101.9M | 10,633,824 | 0.01% | 31q | +0.5%+$537.0K |
| CIBC Bancorp USA Inc. | $78.9M | 8,233,388 | 0.10% | 2q | -3.1%-$2.6M |
| AMERICAN CENTURY COMPANIES INC | $54.5M | 5,693,411 | 0.02% | 27q | +5.0%+$2.6M |
| Quantinno Capital Management LP | $43.4M | 4,532,615 | 0.05% | 6q | +55.9%+$15.6M |
| Artemis Investment Management LLP | $38.6M | 4,026,316 | 0.34% | 2q | +39043.7%+$38.5M |
| AQR CAPITAL MANAGEMENT LLC | $31.6M | 3,298,642 | 0.01% | 10q | +71.9%+$13.2M |
| RAYMOND JAMES FINANCIAL INC | $28.1M | 2,936,668 | 0.01% | 7q | +1.0%+$288.2K |
| LAZARD ASSET MANAGEMENT LLC | $24.6M | 2,570,358 | 0.04% | 8q | -9.8%-$2.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24.6M | 2,565,725 | 0.00% | 15q | +19.6%+$4.0M |
| Wilkinson Global Asset Management LLC | $21.4M | 2,233,445 | 1.70% | new | NEW |
| JPMORGAN CHASE & CO | $20.3M | 2,122,107 | 0.00% | 31q | +5.0%+$966.0K |
| Creative Planning | $18.9M | 1,972,993 | 0.01% | 26q | +16.2%+$2.6M |
| UBS Group AG | $16.9M | 1,769,180 | 0.00% | 31q | +56.1%+$6.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $16.2M | 1,605,634 | 0.01% | 3q | HELD |
| Ramirez Asset Management, Inc. | $13.4M | 1,400,725 | 1.40% | 4q | +10.5%+$1.3M |
| MILLENNIUM MANAGEMENT LLC | $13.0M | 1,358,961 | 0.00% | 16q | +77.8%+$5.7M |
| Invesco Ltd. | $12.9M | 1,348,258 | 0.00% | 15q | -5.4%-$738.2K |
| ENVESTNET ASSET MANAGEMENT INC | $12.3M | 1,284,005 | 0.00% | 31q | -3.9%-$497.1K |
| WELLS FARGO & COMPANY/MN | $11.3M | 1,182,815 | 0.00% | 15q | +5.7%+$614.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $11.3M | 1,180,970 | 0.05% | 27q | +27.9%+$2.5M |
| Mariner, LLC | $10.6M | 1,105,423 | 0.01% | 19q | +3.8%+$386.7K |
| WCM INVESTMENT MANAGEMENT, LLC | $10.5M | 1,099,664 | 0.02% | 2q | +19.6%+$1.7M |
| Pathstone Holdings, LLC | $9.2M | 956,297 | 0.03% | 11q | -1.5%-$143.5K |
| Cerity Partners LLC | $7.9M | 824,829 | 0.01% | 19q | +4.4%+$335.6K |
| AUGUSTINE ASSET MANAGEMENT INC | $7.8M | 817,384 | 1.59% | 11q | -0.7%-$55.5K |
| Allianz SE | $7.6M | 790,000 | 0.08% | 6q | +32.8%+$1.9M |
| Bank of New York Mellon Corp | $7.4M | 770,027 | 0.00% | 31q | +3.7%+$264.5K |
| QRG CAPITAL MANAGEMENT, INC. | $7.3M | 765,157 | 0.06% | 12q | +14.3%+$916.3K |
| US BANCORP \DE\ | $7.3M | 758,027 | 0.01% | 31q | -6.0%-$459.7K |
| Vanguard Personalized Indexing Management, LLC | $6.4M | 671,304 | 0.05% | 26q | +6.4%+$386.5K |
| Crossmark Global Holdings, Inc. | $6.4M | 668,210 | 0.08% | 31q | +2.7%+$169.2K |
| Integrated Quantitative Investments LLC | $6.0M | 630,481 | 0.99% | 5q | -23.7%-$1.9M |
| DIMENSIONAL FUND ADVISORS LP | $6.0M | 625,342 | 0.00% | 31q | +3.8%+$221.4K |
| QUADRANT CAPITAL GROUP LLC | $5.8M | 606,414 | 0.16% | 31q | +1.2%+$71.0K |
| Gradient Investments LLC | $5.7M | 598,687 | 0.08% | 2q | +6.8%+$365.5K |
| LPL Financial LLC | $4.8M | 505,673 | 0.00% | 10q | +27.3%+$1.0M |
| Ethic Inc. | $4.7M | 492,394 | 0.06% | 27q | +15.8%+$642.9K |
| Russell Investments Group, Ltd. | $4.7M | 490,190 | 0.00% | 14q | +26.9%+$995.9K |
| Callan Family Office, LLC | $4.6M | 475,954 | 0.09% | 7q | +1.4%+$61.9K |
| TD Waterhouse Canada Inc. | $4.3M | 439,047 | 0.01% | 3q | +19975.3%+$4.3M |
| Vident Advisory, LLC | $4.3M | 446,313 | 0.03% | 12q | +1.9%+$78.8K |
| CITIGROUP INC | $4.2M | 442,623 | 0.00% | 31q | +2.9%+$119.2K |
| FRANKLIN RESOURCES INC | $4.1M | 427,404 | 0.00% | 15q | +3.3%+$129.8K |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.0M | 413,029 | 0.00% | 3q | HELD |
| WCG Wealth Advisors LLC | $3.8M | 395,257 | 0.09% | 5q | +91.2%+$1.8M |
| ASSETMARK, INC | $3.7M | 383,192 | 0.01% | 9q | +26.1%+$760.8K |
| IEQ CAPITAL, LLC | $3.6M | 380,664 | 0.02% | 20q | +25.5%+$741.7K |
| M&T Bank Corp | $3.6M | 376,756 | 0.01% | 31q | +6.1%+$208.1K |
| Altman Advisors, Inc. | $3.6M | 376,633 | 1.29% | 13q | -0.7%-$26.5K |
| Vise Technologies, Inc. | $3.6M | 372,957 | 0.04% | 7q | +22.9%+$665.0K |
| HighTower Advisors, LLC | $3.5M | 360,828 | 0.00% | 14q | -4.7%-$170.0K |
| Orion Porfolio Solutions, LLC | $3.4M | 358,843 | 0.03% | 21q | +4.5%+$148.6K |
| CAPTRUST FINANCIAL ADVISORS | $3.3M | 340,258 | 0.00% | 24q | +29.4%+$740.5K |
| Naviter Wealth, LLC | $3.2M | 338,599 | 0.29% | 14q | +25.7%+$664.2K |
| Fisher Asset Management, LLC | $3.1M | 322,485 | 0.00% | 8q | +15.3%+$409.8K |
| NEUBERGER BERMAN GROUP LLC | $2.9M | 299,808 | 0.00% | 19q | +13.5%+$341.5K |
| SIGNATUREFD, LLC | $2.9M | 298,688 | 0.04% | 31q | +9.8%+$254.6K |
| Qube Research & Technologies Ltd | $2.8M | 297,365 | 0.00% | 2q | -81.2%-$12.3M |
| FIRST TRUST ADVISORS LP | $2.8M | 290,946 | 0.00% | 7q | -1.1%-$29.8K |
| Capital Research Global Investors | $2.8M | 291,292 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.8M | 290,027 | 0.00% | 3q | HELD |
| Laird Norton Wetherby Trust Company, LLC | $2.8M | 288,649 | 0.05% | 3q | -3.8%-$107.8K |
| STIFEL FINANCIAL CORP | $2.8M | 287,275 | 0.00% | 6q | -7.4%-$220.4K |
| MML INVESTORS SERVICES, LLC | $2.7M | 282,453 | 0.01% | 31q | +36.3%+$720.1K |
| PNC Financial Services Group, Inc. | $2.6M | 275,744 | 0.00% | 31q | +1.8%+$47.7K |
| Steward Partners Investment Advisory, LLC | $2.6M | 274,328 | 0.01% | 7q | +2104.1%+$2.5M |
| FACTORY MUTUAL INSURANCE CO | $2.6M | 273,441 | 0.02% | 2q | HELD |
| RHUMBLINE ADVISERS | $2.6M | 269,421 | 0.00% | 13q | +5.5%+$134.5K |
| HRT FINANCIAL LP | $2.4M | 251,834 | 0.00% | 6q | +1588.3%+$2.3M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $2.4M | 248,031 | 0.04% | 19q | +25.8%+$487.8K |
| Nuveen, LLC | $2.3M | 241,764 | 0.00% | new | NEW |
| Compound Planning, Inc. | $2.3M | 240,425 | 0.06% | 11q | +12.1%+$248.9K |
| Focus Partners Wealth | $2.3M | 240,144 | 0.00% | 8q | +26.7%+$484.7K |
| RENAISSANCE TECHNOLOGIES LLC | $2.3M | 236,400 | 0.00% | 31q | -89.4%-$19.0M |
| EVOLVE PRIVATE WEALTH, LLC | $2.2M | 231,238 | 0.14% | 3q | +6.3%+$132.0K |
| WINTON GROUP Ltd | $2.2M | 229,000 | 0.07% | 2q | +787.6%+$1.9M |
| AMERIPRISE FINANCIAL INC | $2.1M | 221,590 | 0.00% | 14q | +10.4%+$199.3K |
| BANK OF MONTREAL /CAN/ | $2.1M | 217,870 | 0.00% | 31q | +10.9%+$204.3K |
| Corient Private Wealth LP | $2.1M | 216,683 | 0.00% | 15q | +1.7%+$34.6K |
| CHOREO, LLC | $2.1M | 214,870 | 0.02% | 9q | +44.5%+$633.8K |
| Lido Advisors, LLC | $2.1M | 214,658 | 0.01% | 12q | -5.3%-$113.9K |
| Aaron Wealth Advisors LLC | $2.0M | 213,939 | 0.10% | 10q | +31.3%+$488.7K |
| Strategic Global Advisors, LLC | $2.0M | 191,715 | 0.28% | 4q | +61.9%+$762.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.0M | 205,730 | 0.00% | 24q | HELD |
| Capital World Investors | $2.0M | 205,628 | 0.00% | new | NEW |
| TORONTO DOMINION BANK | $1.9M | 198,000 | 0.00% | 2q | -92.2%-$22.3M |
| Bleakley Financial Group, LLC | $1.9M | 195,994 | 0.02% | 15q | +198.7%+$1.2M |
| Cetera Investment Advisers | $1.9M | 194,517 | 0.00% | 10q | +17.4%+$276.6K |
| Sivia Capital Partners, LLC | $1.8M | 188,206 | 0.22% | 11q | +124.6%+$1.0M |
| KEYBANK NATIONAL ASSOCIATION/OH | $1.8M | 185,221 | 0.01% | 24q | +37.4%+$483.1K |
| Allspring Global Investments Holdings, LLC | $1.8M | 176,736 | 0.00% | 10q | +9.2%+$148.7K |
| Sequoia Financial Advisors, LLC | $1.7M | 178,125 | 0.01% | 24q | -13.3%-$262.4K |
| BARCLAYS PLC | $1.6M | 169,666 | 0.00% | 3q | +622.5%+$1.4M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-29 | 13G/A | Sumitomo Mitsui Trust Group, Inc. | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 163 | $175.4M | 15,918,682 | 23 | 69 | 31 | 0.0% |
| Q2 2026 | 468 | $2.6B | 272,006,084 | 79 | 242 | 69 | 0.0% |
| Q1 2026 | 430 | $2.0B | 254,657,256 | 83 | 186 | 98 | 0.1% |
| Q4 2025 | 393 | $1.7B | 234,525,113 | 67 | 181 | 65 | 0.0% |
| Q3 2025 | 345 | $1.4B | 202,056,704 | 68 | 143 | 87 | 0.0% |
| Q2 2025 | 324 | $1.1B | 191,536,072 | 49 | 124 | 101 | 0.0% |
| Q1 2025 | 296 | $894.0M | 162,360,808 | 45 | 117 | 85 | 0.0% |
| Q4 2024 | 289 | $791.1M | 161,735,757 | 38 | 154 | 47 | 0.0% |
| Q3 2024 | 263 | $580.7M | 138,470,212 | 45 | 131 | 44 | 0.0% |
| Q2 2024 | 236 | $420.4M | 99,369,352 | 24 | 125 | 44 | 0.0% |
| Q1 2024 | 225 | $521.7M | 131,058,301 | 31 | 105 | 40 | 0.0% |
| Q4 2023 | 210 | $349.6M | 101,608,055 | 31 | 94 | 42 | 0.0% |
| Q3 2023 | 175 | $261.1M | 76,125,023 | 22 | 77 | 45 | 0.0% |
| Q2 2023 | 164 | $231.9M | 75,448,079 | 19 | 78 | 40 | 0.0% |
| Q1 2023 | 168 | $245.6M | 87,175,712 | 26 | 82 | 34 | 0.1% |
| Q4 2022 | 154 | $192.6M | 67,820,575 | 34 | 48 | 51 | 0.0% |
| Q3 2022 | 131 | $177.3M | 80,185,554 | 20 | 63 | 31 | 0.0% |
| Q2 2022 | 134 | $409.1M | 182,616,731 | 22 | 33 | 68 | 0.0% |
| Q1 2022 | 150 | $239.3M | 92,936,417 | 26 | 84 | 26 | 0.0% |
| Q4 2021 | 139 | $225.9M | 88,665,603 | 28 | 37 | 55 | 0.0% |
| Q3 2021 | 115 | $183.3M | 64,548,290 | 9 | 57 | 24 | 0.0% |
| Q2 2021 | 116 | $203.5M | 71,409,053 | 15 | 52 | 29 | 0.0% |
| Q1 2021 | 114 | $216.7M | 74,478,597 | 11 | 47 | 37 | 0.0% |
| Q4 2020 | 116 | $213.3M | 83,618,415 | 15 | 42 | 42 | 0.0% |
| Q3 2020 | 101 | $175.3M | 68,756,570 | 15 | 36 | 29 | 0.0% |
| Q2 2020 | 104 | $269.4M | 109,071,009 | 20 | 39 | 39 | 0.0% |
| Q1 2020 | 99 | $329.8M | 142,575,372 | 17 | 28 | 39 | 0.0% |
| Q4 2019 | 112 | $418.1M | 135,338,381 | 18 | 37 | 32 | 0.0% |
| Q3 2019 | 107 | $184.6M | 60,123,390 | 14 | 36 | 40 | 0.0% |
| Q2 2019 | 111 | $171.2M | 59,425,527 | 18 | 31 | 47 | 0.0% |
| Q1 2019 | 114 | $181.2M | 59,199,251 | 12 | 45 | 36 | 0.0% |
| Q4 2018 | 124 | $163.3M | 54,377,626 | 1 | 3 | 1 | 0.0% |