MITSUBISHI UFJ FINANCIAL GRO (MUFG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
557
Reporting holders
$6.7B
Reported value
2.8%
Of shares outstanding
0.3%
Held as options
+29
Holder change
Institutions report 334,785,620 shares against 11,867,710,920 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2026-03-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| Quantinno Capital Management LP | $59.0M | 2,964,566 | 0.07% | 17q | +23.5%+$11.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45.0M | 2,260,167 | 0.01% | 15q | +16.0%+$6.2M |
| Sixth Street Partners Management Company, L.P. | $45.0M | 2,260,167 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $44.9M | 2,256,290 | 0.01% | 31q | -55.6%-$56.3M |
| 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 | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $16.5M | 830,094 | 0.01% | 30q | +117.2%+$8.9M |
| 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 |
| RITHOLTZ WEALTH MANAGEMENT | $11.7M | 588,142 | 0.09% | 26q | +109.2%+$6.1M |
| BRASADA CAPITAL MANAGEMENT, LP | $11.6M | 290,891 | 1.04% | 2q | +3.0%+$334.3K |
| 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 |
| 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 |
| 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 |
| Corient Private Wealth LP | $6.6M | 329,548 | 0.00% | 15q | +100.7%+$3.3M |
| 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 | -46.9%-$5.5M |
| Callan Family Office, LLC | $6.2M | 314,107 | 0.12% | 7q | HELD |
| 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 | +2.3%+$135.6K |
| 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 |
| 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 |
| RHUMBLINE ADVISERS | $4.5M | 228,609 | 0.00% | 13q | +8.7%+$363.6K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $4.5M | 228,544 | 0.08% | 24q | +27.0%+$967.7K |
| Compound Planning, Inc. | $4.1M | 205,851 | 0.11% | 12q | +11.8%+$431.7K |
Showing the largest 100 of 576 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 557 | $6.7B | 334,785,620 | 79 | 218 | 148 | 0.3% |
| Q1 2026 | 528 | $5.7B | 335,024,749 | 70 | 237 | 124 | 0.7% |
| Q4 2025 | 513 | $5.2B | 325,836,923 | 67 | 213 | 123 | 0.0% |
| Q3 2025 | 471 | $5.1B | 320,515,660 | 59 | 213 | 113 | 0.0% |
| Q2 2025 | 464 | $4.5B | 328,333,140 | 68 | 186 | 124 | 0.2% |
| Q1 2025 | 430 | $4.0B | 293,886,684 | 56 | 166 | 120 | 0.2% |
| Q4 2024 | 414 | $2.6B | 219,474,144 | 46 | 176 | 91 | 0.0% |
| Q3 2024 | 393 | $2.2B | 211,758,185 | 42 | 156 | 108 | 0.0% |
| Q2 2024 | 376 | $2.2B | 206,106,375 | 45 | 144 | 101 | 0.0% |
| Q1 2024 | 351 | $2.3B | 222,302,664 | 52 | 136 | 97 | 0.1% |
| Q4 2023 | 328 | $1.8B | 204,813,333 | 51 | 133 | 73 | 0.0% |
| Q3 2023 | 294 | $1.6B | 192,274,003 | 32 | 99 | 91 | 0.3% |
| Q2 2023 | 273 | $1.5B | 201,104,534 | 33 | 99 | 84 | 1.5% |
| Q1 2023 | 258 | $1.3B | 205,800,221 | 44 | 102 | 67 | 1.0% |
| Q4 2022 | 224 | $1.2B | 185,622,547 | 40 | 74 | 59 | 0.0% |
| Q3 2022 | 247 | $922.2M | 204,814,742 | 32 | 77 | 98 | 0.0% |
| Q2 2022 | 254 | $1.1B | 204,513,630 | 47 | 79 | 71 | 0.0% |
| Q1 2022 | 235 | $1.3B | 208,843,837 | 31 | 96 | 55 | 0.0% |
| Q4 2021 | 233 | $1.1B | 198,869,545 | 24 | 94 | 56 | 0.0% |
| Q3 2021 | 224 | $1.1B | 192,146,428 | 35 | 81 | 48 | 0.0% |
| Q2 2021 | 220 | $1.0B | 184,673,683 | 29 | 85 | 53 | 0.2% |
| Q1 2021 | 217 | $957.1M | 177,393,226 | 40 | 90 | 35 | 0.2% |
| Q4 2020 | 198 | $714.1M | 161,161,229 | 32 | 61 | 57 | 0.0% |
| Q3 2020 | 176 | $628.4M | 156,658,950 | 22 | 74 | 51 | 0.0% |
| Q2 2020 | 184 | $610.3M | 155,461,512 | 27 | 60 | 67 | 0.0% |
| Q1 2020 | 187 | $595.2M | 162,174,289 | 31 | 56 | 70 | 0.0% |
| Q4 2019 | 195 | $874.2M | 160,984,604 | 22 | 67 | 62 | 0.0% |
| Q3 2019 | 196 | $731.1M | 143,827,036 | 27 | 93 | 43 | 0.1% |
| Q2 2019 | 204 | $678.9M | 142,912,512 | 35 | 50 | 82 | 0.0% |
| Q1 2019 | 207 | $752.8M | 152,016,508 | 23 | 89 | 48 | 0.0% |
| Q4 2018 | 205 | $704.3M | 144,082,663 | 3 | 2 | 6 | 0.0% |