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Institutional Ownership · SEC Form 13F

Who owns Mizuho Financial Group, Inc. (MFG)


Which tracked institutional funds hold MFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFG company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

420
Institutional holders
254M
Shares held (tracked funds)

How the tape is positioned

76 tracked funds added or opened MFG while 37 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

MFG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MFG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 420 tracked filers holding MFG, 268 increased or opened the position and 158 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in MFG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 13

  • CIBC Bancorp USA Inc.$68M
  • TORONTO DOMINION BANK$20M
  • Qube Research & Technologies Ltd$13M
  • WCM INVESTMENT MANAGEMENT, LLC$7M
  • Gradient Investments LLC$4M
  • XY Capital Ltd$3M

Full exits 9

  • CIBC Private Wealth Group LLC$60M
  • Point72 Asset Management, L.P.$13M
  • BAROMETER CAPITAL MANAGEMENT INC.$5M
  • Y-Intercept (Hong Kong) Ltd$3M
  • Forum Financial Management, LP$3M
  • Trexquant Investment LP$2M

Largest adds

  • JONES FINANCIAL COMPANIES LLLP$117M
  • MORGAN STANLEY$42M
  • JANE STREET GROUP, LLC$20M
  • FMR LLC$18M
  • BlackRock, Inc.$17M
  • AMERICAN CENTURY COMPANIES INC$11M

Largest trims

  • LAZARD ASSET MANAGEMENT LLC$54M
  • M&T Bank Corp$9M
  • WELLS FARGO & COMPANY/MN$7M
  • MILLENNIUM MANAGEMENT LLC$5M
  • MARSHALL WACE, LLP$4M
  • QUADRANT CAPITAL GROUP LLC$4M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added59,783,815$475M23.3%2026-Q1
FMR LLC added22,804,723$181M8.9%2026-Q1
NATIXIS ADVISORS, LLC trimmed16,426,693$130M6.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed15,710,825$125M6.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed15,452,635$123M6.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added15,385,842$117M5.8%2026-Q1
BlackRock, Inc. added13,216,506$105M5.2%2026-Q1
NORTHERN TRUST CORP added10,577,765$84M4.1%2026-Q1
CIBC Bancorp USA Inc. new8,500,854$68M3.3%2026-Q1
AMERICAN CENTURY COMPANIES INC added5,421,544$43M2.1%2026-Q1
Quantinno Capital Management LP added2,906,954$23M1.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed2,906,588$23M1.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed2,851,067$23M1.1%2026-Q1
JANE STREET GROUP, LLC added2,715,075$22M1.1%2026-Q1
TORONTO DOMINION BANK new2,525,000$20M1.0%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed2,220,583$18M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,145,668$17M0.8%2026-Q1
JPMORGAN CHASE & CO added2,021,060$15M0.8%2026-Q1
AQR CAPITAL MANAGEMENT LLC added1,910,469$15M0.7%2026-Q1
Creative Planning added1,698,143$13M0.7%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added1,609,169$13M0.7%2026-Q1
Qube Research & Technologies Ltd added1,578,681$13M0.6%2026-Q1
Invesco Ltd. added1,375,642$11M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,335,903$11M0.5%2026-Q1
Ramirez Asset Management, Inc. added1,267,938$10M0.5%2026-Q1
UBS Group AG added1,133,618$9M0.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,118,677$9M0.4%2026-Q1
Mariner, LLC added1,065,054$8M0.4%2026-Q1
Pathstone Holdings, LLC added971,275$8M0.4%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added923,327$7M0.4%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC new919,208$7M0.3%2026-Q1
Integrated Quantitative Investments LLC added826,552$7M0.3%2026-Q1
AUGUSTINE ASSET MANAGEMENT INC added823,173$7M0.3%2026-Q1
US BANCORP \DE\ trimmed806,017$6M0.3%2026-Q1
Cerity Partners LLC added789,795$6M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed764,295$6M0.3%2026-Q1
Bank of New York Mellon Corp trimmed742,415$6M0.3%2026-Q1
QRG CAPITAL MANAGEMENT, INC. added669,506$5M0.3%2026-Q1
Crossmark Global Holdings, Inc. added650,548$5M0.3%2026-Q1
Massar Capital Management, LP650,000$5M0.3%2026-Q1
Vanguard Personalized Indexing Management, LLC trimmed630,955$5M0.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added602,229$5M0.2%2026-Q1
Allianz SE added595,000$5M0.2%2026-Q1
Gradient Investments LLC added560,535$4M0.2%2026-Q1
EverSource Wealth Advisors, LLC added141,158$4M0.2%2026-Q1
Callan Family Office, LLC trimmed469,492$4M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added455,621$4M0.2%2026-Q1
Vident Advisory, LLC added438,090$3M0.2%2026-Q1
CITIGROUP INC added430,178$3M0.2%2026-Q1
Ethic Inc. added425,288$3M0.2%2026-Q1
FRANKLIN RESOURCES INC trimmed413,858$3M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed413,029$3M0.2%2026-Q1
LPL Financial LLC added397,106$3M0.2%2026-Q1
Russell Investments Group, Ltd. added386,230$3M0.2%2026-Q1
Altman Advisors, Inc. trimmed379,398$3M0.1%2026-Q1
HighTower Advisors, LLC trimmed378,573$3M0.1%2026-Q1
XY Capital Ltd added365,039$3M0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed343,334$3M0.1%2026-Q1
M&T Bank Corp added334,571$3M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed310,280$2M0.1%2026-Q1
ASSETMARK, INC added303,778$2M0.1%2026-Q1
IEQ CAPITAL, LLC added303,238$2M0.1%2026-Q1
Laird Norton Wetherby Trust Company, LLC trimmed299,897$2M0.1%2026-Q1
FIRST TRUST ADVISORS LP added294,055$2M0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added290,027$2M0.1%2026-Q1
Vise Technologies, Inc.303,538$2M0.1%2026-Q1
Fisher Asset Management, LLC added279,704$2M0.1%2026-Q1
Voleon Capital Management LP trimmed279,566$2M0.1%2026-Q1
FACTORY MUTUAL INSURANCE CO new273,441$2M0.1%2026-Q1
SIGNATUREFD, LLC added272,110$2M0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added270,760$2M0.1%2026-Q1
Naviter Wealth, LLC added269,268$2M0.1%2026-Q1
NEUBERGER BERMAN GROUP LLC added264,163$2M0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added262,958$2M0.1%2026-Q1
RHUMBLINE ADVISERS added255,384$2M0.1%2026-Q1
Lido Advisors, LLC added226,552$2M0.1%2026-Q1
DRW Securities, LLC new222,677$2M0.1%2026-Q1
EVOLVE PRIVATE WEALTH, LLC added217,462$2M0.1%2026-Q1
Compound Planning, Inc. added214,449$2M0.1%2026-Q1
Corient Private Wealth LLC added213,069$2M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed207,289$2M0.1%2026-Q1
WCG Wealth Advisors LLC trimmed206,688$2M0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added205,742$2M0.1%2026-Q1
Sequoia Financial Advisors, LLC added205,511$2M0.1%2026-Q1
AMERIPRISE FINANCIAL INC added200,784$2M0.1%2026-Q1
Legacy Wealth Asset Management, LLC trimmed200,203$2M0.1%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC added197,117$2M0.1%2026-Q1
CIBC Private Wealth Group LLC added8,174,986$60M2.9%2025-Q4 stale
Point72 Asset Management, L.P. added1,725,873$13M0.6%2025-Q4 stale
Caisse de depot et placement du Quebec new1,660,800$9M0.5%2025-Q2 stale
BAROMETER CAPITAL MANAGEMENT INC. trimmed11,084$5M0.2%2025-Q4 stale
Cubist Systematic Strategies, LLC added662,928$4M0.2%2025-Q2 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed530,330$4M0.2%2025-Q3 stale
CITADEL ADVISORS LLC added590,089$3M0.2%2025-Q2 stale
Orion Portfolio Solutions, LLC trimmed554,414$3M0.2%2025-Q1 stale
Y-Intercept (Hong Kong) Ltd trimmed381,946$3M0.1%2025-Q4 stale
Forum Financial Management, LP379,442$3M0.1%2025-Q4 stale
CTC Alternative Strategies, Ltd. new60,500$2M0.1%2025-Q3 stale
Connor, Clark & Lunn Investment Management Ltd. new360,596$2M0.1%2025-Q2 stale
Trexquant Investment LP trimmed270,095$2M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership