DaveManuel.com · Institutional Ownership · Who Owns It
MITSUBISHI UFJ FINANCIAL GRO (MUFG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
581
Reporting holders
$6.8B
Reported value
0.2%
Calls
0.1%
Puts
+33
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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $1.9B | 97,910,346 | 0.58% | 11q | +2.3%+$44.2M |
| Aristotle Capital Management, LLC | $958.1M | 48,170,066 | 2.01% | 33q | -6.4%-$65.4M |
| GOLDMAN SACHS GROUP INC | $295.9M | 14,874,982 | 0.03% | 31q | +3.4%+$9.8M |
| BlackRock, Inc. | $260.0M | 13,073,423 | 0.00% | 8q | +17.6%+$38.9M |
| BANK OF AMERICA CORP /DE/ | $248.1M | 12,472,209 | 0.02% | 31q | +2.0%+$4.8M |
| NORTHERN TRUST CORP | $220.1M | 11,066,330 | 0.03% | 31q | -3.1%-$7.0M |
| FMR LLC | $182.7M | 9,187,104 | 0.01% | 31q | +9.7%+$16.2M |
| MORGAN STANLEY | $137.0M | 6,886,940 | 0.01% | 35q | HELD |
| ROYAL BANK OF CANADA | $128.2M | 6,445,617 | 0.02% | 31q | +2.1%+$2.6M |
| Chevy Chase Trust Holdings, LLC | $124.8M | 6,274,113 | 0.32% | 11q | +1.4%+$1.7M |
| Clearbridge Investments, LLC | $113.8M | 5,723,173 | 0.09% | 15q | -17.7%-$24.5M |
| FIL Ltd | $112.7M | 5,667,287 | 0.08% | 5q | +17.0%+$16.3M |
| ENVESTNET ASSET MANAGEMENT INC | $95.9M | 4,822,539 | 0.02% | 31q | -5.2%-$5.2M |
| TODD ASSET MANAGEMENT LLC | $80.1M | 4,028,393 | 1.42% | 31q | -0.8%-$661.4K |
| AMERICAN CENTURY COMPANIES INC | $71.9M | 3,616,600 | 0.03% | 27q | +7.2%+$4.8M |
| SEI INVESTMENTS CO | $70.7M | 3,555,589 | 0.06% | 31q | -3.7%-$2.7M |
| Aviso Financial Inc. | $67.8M | 3,407,528 | 2.36% | 2q | -1.1%-$773.3K |
| JPMORGAN CHASE & CO | $64.0M | 3,204,048 | 0.00% | 31q | +12.9%+$7.3M |
| NATIXIS ADVISORS, LLC | $59.6M | 2,995,668 | 0.07% | 31q | +10.6%+$5.7M |
| Quantinno Capital Management LP | $59.0M | 2,964,566 | 0.07% | 17q | +23.5%+$11.2M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $49.9M | 2,506,310 | 0.34% | 30q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45.0M | 2,260,167 | 0.01% | 15q | +16.0%+$6.2M |
| WELLS FARGO & COMPANY/MN | $44.9M | 2,256,290 | 0.01% | 31q | -11.3%-$5.7M |
| AQR CAPITAL MANAGEMENT LLC | $42.6M | 2,140,236 | 0.01% | 10q | +38.1%+$11.7M |
| Capital Wealth Planning, LLC | $41.0M | 2,059,506 | 0.20% | 13q | +21.2%+$7.2M |
| UBS Group AG | $37.3M | 1,874,094 | 0.00% | 31q | -17.4%-$7.9M |
| DIMENSIONAL FUND ADVISORS LP | $36.7M | 1,847,481 | 0.01% | 31q | -4.8%-$1.9M |
| JONES FINANCIAL COMPANIES LLLP | $32.8M | 1,625,882 | 0.01% | 12q | +15.4%+$4.4M |
| Creative Planning | $30.8M | 1,548,878 | 0.02% | 26q | +17.7%+$4.6M |
| NATIONAL BANK OF CANADA /FI/ | $28.1M | 1,413,433 | 0.02% | 6q | +10.4%+$2.6M |
| Bank of New York Mellon Corp | $27.9M | 1,402,109 | 0.00% | 31q | +2.8%+$763.4K |
| NEUBERGER BERMAN GROUP LLC | $25.4M | 1,276,427 | 0.02% | 19q | +7.4%+$1.7M |
| THORNBURG INVESTMENT MANAGEMENT INC | $24.5M | 1,229,407 | 0.23% | 12q | +14.1%+$3.0M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $24.3M | 1,221,405 | 0.11% | 28q | +11.7%+$2.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $24.2M | 1,217,315 | 0.00% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $23.8M | 1,198,052 | 0.01% | 7q | -16.4%-$4.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.5M incl. $19.4M options CALL+PUT | 54,840 | 0.00% | 18q | +99.8%+$10.3M |
| Curi Capital, LLC | $19.5M | 986,652 | 0.30% | 6q | +145.8%+$11.6M |
| 1832 Asset Management L.P. | $18.8M | 946,370 | 0.01% | 7q | -2.1%-$398.0K |
| TD Waterhouse Canada Inc. | $18.8M | 928,117 | 0.05% | 9q | +3.6%+$655.8K |
| Federation des caisses Desjardins du Quebec | $18.5M | 931,287 | 0.06% | 18q | +2.2%+$403.6K |
| LPL Financial LLC | $18.0M | 907,092 | 0.00% | 31q | -2.2%-$404.6K |
| Crossmark Global Holdings, Inc. | $17.0M | 855,487 | 0.22% | 31q | HELD |
| SCS Capital Management LLC | $16.3M | 819,852 | 0.15% | 6q | -0.5%-$84.3K |
| QRG CAPITAL MANAGEMENT, INC. | $16.3M | 817,288 | 0.13% | 12q | +28.6%+$3.6M |
| Invesco Ltd. | $16.1M | 810,053 | 0.00% | 14q | -3.4%-$559.3K |
| STIFEL FINANCIAL CORP | $15.7M | 790,629 | 0.01% | 31q | -5.8%-$972.0K |
| Cerity Partners LLC | $14.9M | 748,920 | 0.02% | 19q | -5.5%-$866.2K |
| Permanens Capital L.P. | $11.5M | 574,236 | 1.18% | 4q | HELD |
| Pathstone Holdings, LLC | $11.4M | 570,727 | 0.03% | 11q | -1.3%-$146.5K |
| CIBC WORLD MARKET INC. | $10.7M | 535,840 | 0.02% | 31q | -5.7%-$643.0K |
| BARCLAYS PLC | $10.4M | 522,637 | 0.00% | new | NEW |
| Vanguard Personalized Indexing Management, LLC | $10.3M | 518,540 | 0.08% | 26q | +10.4%+$970.1K |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $10.2M | 514,757 | 0.03% | 5q | HELD |
| Boston Common Asset Management, LLC | $9.7M | 487,481 | 0.57% | 24q | -14.0%-$1.6M |
| Vident Advisory, LLC | $9.6M | 484,835 | 0.07% | 12q | +2.2%+$206.5K |
| FIRST TRUST ADVISORS LP | $9.4M | 473,402 | 0.01% | 8q | -0.6%-$60.6K |
| HighTower Advisors, LLC | $9.3M | 468,901 | 0.01% | 31q | -1.3%-$123.0K |
| MML INVESTORS SERVICES, LLC | $8.8M | 444,108 | 0.02% | 31q | +18.7%+$1.4M |
| US BANCORP \DE\ | $8.5M | 426,647 | 0.01% | 31q | -3.4%-$296.6K |
| CITIGROUP INC | $8.4M | 422,305 | 0.00% | 31q | +6.6%+$519.6K |
| BNP PARIBAS FINANCIAL MARKETS | $8.3M | 418,348 | 0.00% | 14q | -58.4%-$11.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $8.3M | 415,270 | 0.01% | 30q | +8.7%+$659.0K |
| TRUIST FINANCIAL CORP | $8.3M | 415,183 | 0.01% | 31q | -2.1%-$175.1K |
| Guardian Partners Inc. | $8.1M | 406,684 | 0.73% | 7q | -27.1%-$3.0M |
| Cetera Investment Advisers | $8.0M | 401,405 | 0.01% | 17q | -8.2%-$714.3K |
| QUADRANT CAPITAL GROUP LLC | $7.8M | 392,955 | 0.21% | 31q | +0.9%+$69.3K |
| Mariner, LLC | $7.8M | 390,640 | 0.01% | 20q | +8.7%+$619.2K |
| Moran Wealth Management, LLC | $7.6M | 383,724 | 0.21% | 11q | -27.3%-$2.9M |
| Allianz SE | $7.5M | 378,000 | 0.08% | 6q | +48.2%+$2.4M |
| Vise Technologies, Inc. | $7.5M | 375,841 | 0.08% | 17q | +20.5%+$1.3M |
| Qube Research & Technologies Ltd | $7.4M | 373,090 | 0.01% | 14q | +121.9%+$4.1M |
| Russell Investments Group, Ltd. | $7.4M | 370,437 | 0.01% | 21q | +25.9%+$1.5M |
| PNC Financial Services Group, Inc. | $7.3M | 364,862 | 0.00% | 31q | +12.1%+$785.3K |
| HRT FINANCIAL LP | $7.0M | 354,111 | 0.01% | new | NEW |
| EAGLE GLOBAL ADVISORS LLC | $7.0M | 352,839 | 0.23% | 10q | HELD |
| Focus Partners Wealth | $7.0M | 349,345 | 0.01% | 7q | +7.8%+$507.8K |
| AUGUSTINE ASSET MANAGEMENT INC | $6.9M | 346,501 | 1.40% | 21q | -1.1%-$78.7K |
| MILLENNIUM MANAGEMENT LLC | $6.7M | 337,163 | 0.00% | 22q | +2648.8%+$6.5M |
| BAMCO INC /NY/ | $6.7M | 336,533 | 0.01% | 14q | HELD |
| Pekin Hardy Strauss, Inc. | $6.4M | 319,874 | 0.56% | 14q | +3.3%+$205.4K |
| FACTORY MUTUAL INSURANCE CO | $6.3M | 315,464 | 0.06% | 4q | -20.0%-$1.6M |
| AMERIPRISE FINANCIAL INC | $6.3M | 315,420 | 0.00% | 31q | +6.2%+$367.2K |
| Callan Family Office, LLC | $6.2M | 314,107 | 0.12% | 7q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $6.2M | 314,015 | 0.00% | 2q | -6.6%-$441.5K |
| Nuveen, LLC | $6.2M | 311,854 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $6.1M | 307,497 | 0.08% | 31q | +5.6%+$323.8K |
| M&T Bank Corp | $6.0M | 302,379 | 0.02% | 31q | -3.8%-$237.6K |
| Naviter Wealth, LLC | $6.0M | 297,300 | 0.54% | 17q | +26.1%+$1.2M |
| Gradient Investments LLC | $6.0M | 301,721 | 0.08% | 2q | +5.7%+$321.4K |
| Henry James International Management Inc. | $5.9M | 296,712 | 1.77% | 9q | +23.6%+$1.1M |
| RITHOLTZ WEALTH MANAGEMENT | $5.8M | 294,071 | 0.09% | 26q | +4.6%+$257.7K |
| BRASADA CAPITAL MANAGEMENT, LP | $5.8M | 290,891 | 1.04% | 2q | +3.0%+$167.1K |
| BESSEMER GROUP INC | $5.7M | 285,918 | 0.01% | 13q | +3.4%+$189.1K |
| Orion Porfolio Solutions, LLC | $5.6M | 282,623 | 0.04% | 24q | -15.3%-$1.0M |
| Savant Capital, LLC | $5.6M | 262,577 | 0.02% | 6q | +867.8%+$5.0M |
| Diversify Advisory Services, LLC | $5.1M | 222,085 | 0.09% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $5.1M | 222,085 | 0.09% | 9q | -2.2%-$117.1K |
| Atria Investments, Inc | $4.7M | 236,138 | 0.05% | 15q | -10.3%-$536.8K |
| Rockefeller Capital Management L.P. | $4.6M | 231,322 | 0.01% | 11q | +11.0%+$455.5K |
Showing the largest 100 of 581 reported holders.
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 | 195 | $335.1M | 14,584,359 | 26 | 80 | 43 | 0.0% |
| Q2 2026 | 581 | $6.8B | 338,659,489 | 80 | 226 | 158 | 0.3% |
| Q1 2026 | 548 | $5.8B | 338,690,944 | 70 | 247 | 127 | 0.7% |
| Q4 2025 | 535 | $5.3B | 331,888,844 | 72 | 220 | 129 | 0.0% |
| Q3 2025 | 490 | $5.4B | 337,454,892 | 62 | 222 | 115 | 0.0% |
| Q2 2025 | 489 | $4.7B | 343,923,059 | 72 | 195 | 132 | 0.2% |
| Q1 2025 | 456 | $4.2B | 308,802,730 | 61 | 176 | 123 | 0.2% |
| Q4 2024 | 438 | $2.7B | 234,592,135 | 49 | 184 | 96 | 0.0% |
| Q3 2024 | 417 | $2.3B | 227,254,433 | 44 | 166 | 116 | 0.0% |
| Q2 2024 | 406 | $2.4B | 224,224,590 | 49 | 153 | 111 | 0.0% |
| Q1 2024 | 384 | $2.5B | 240,815,568 | 58 | 150 | 106 | 0.1% |
| Q4 2023 | 360 | $1.9B | 223,311,834 | 53 | 151 | 79 | 0.0% |
| Q3 2023 | 328 | $1.8B | 209,999,018 | 39 | 112 | 99 | 0.3% |
| Q2 2023 | 306 | $1.6B | 217,971,735 | 41 | 106 | 97 | 1.4% |
| Q1 2023 | 291 | $1.4B | 224,700,556 | 49 | 112 | 79 | 1.0% |
| Q4 2022 | 271 | $1.4B | 212,742,248 | 43 | 86 | 85 | 0.0% |
| Q3 2022 | 243 | $1.8B | 395,903,955 | 30 | 76 | 98 | 0.0% |
| Q2 2022 | 251 | $2.0B | 380,991,248 | 46 | 80 | 69 | 0.0% |
| Q1 2022 | 233 | $2.3B | 370,741,958 | 30 | 95 | 55 | 0.0% |
| Q4 2021 | 232 | $2.0B | 359,304,820 | 24 | 93 | 56 | 0.0% |
| Q3 2021 | 224 | $1.7B | 288,361,117 | 35 | 81 | 48 | 0.0% |
| Q2 2021 | 220 | $1.5B | 280,941,319 | 29 | 85 | 53 | 0.1% |
| Q1 2021 | 214 | $1.4B | 251,807,936 | 39 | 89 | 35 | 0.2% |
| Q4 2020 | 197 | $1.1B | 253,502,384 | 32 | 61 | 57 | 0.0% |
| Q3 2020 | 176 | $1.1B | 261,909,594 | 22 | 73 | 52 | 0.0% |
| Q2 2020 | 183 | $1.0B | 259,675,453 | 26 | 60 | 67 | 0.0% |
| Q1 2020 | 187 | $1.1B | 289,598,468 | 31 | 56 | 70 | 0.0% |
| Q4 2019 | 195 | $1.6B | 291,420,038 | 22 | 67 | 61 | 0.0% |
| Q3 2019 | 195 | $1.0B | 197,535,415 | 27 | 92 | 43 | 0.0% |
| Q2 2019 | 203 | $932.5M | 196,313,016 | 35 | 50 | 82 | 0.0% |
| Q1 2019 | 206 | $1.1B | 214,771,990 | 23 | 89 | 47 | 0.0% |
| Q4 2018 | 204 | $1.0B | 206,899,068 | 3 | 1 | 7 | 0.0% |