Who owns MUFG (MUFG)
Which tracked institutional funds hold MUFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MUFG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
128 tracked funds added or opened MUFG while 63 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
MUFG’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MUFG 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 539 tracked filers holding MUFG, 324 increased or opened the position and 206 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 MUFG 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 10
- Aviso Financial Inc.$58M
- PRICE T ROWE ASSOCIATES INC /MD/$6M
- BRASADA CAPITAL MANAGEMENT, LP$5M
- Gradient Investments LLC$5M
- MITCHELL CAPITAL MANAGEMENT CO$3M
- Calamos Advisors LLC$1M
Full exits 26
- CITADEL ADVISORS LLC$15M
- DV EQUITIES, LLC$14M
- TUDOR INVESTMENT CORP ET AL$9M
- Journey Advisory Group, LLC$8M
- OLD MISSION CAPITAL LLC$7M
- Forum Financial Management, LP$5M
Largest adds
- Fisher Asset Management, LLC$144M
- FMR LLC$46M
- GOLDMAN SACHS GROUP INC$22M
- JONES FINANCIAL COMPANIES LLLP$21M
- ENVESTNET ASSET MANAGEMENT INC$20M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20M
Largest trims
- D. E. Shaw & Co., Inc.$22M
- TORONTO DOMINION BANK$18M
- STIFEL FINANCIAL CORP$14M
- Qube Research & Technologies Ltd$13M
- Trexquant Investment LP$9M
- XTX Topco Ltd$8M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 95,689,304 | $1.6B | 34.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 14,383,328 | $244M | 5.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 12,228,389 | $208M | 4.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 11,416,258 | $194M | 4.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 9,617,346 | $163M | 3.5% | 2026-Q1 |
| FMR LLC added | 8,371,230 | $142M | 3.0% | 2026-Q1 |
| Clearbridge Investments, LLC added | 6,953,108 | $118M | 2.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 6,900,430 | $117M | 2.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 6,315,948 | $107M | 2.3% | 2026-Q1 |
| Chevy Chase Trust Holdings, LLC added | 6,189,329 | $105M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,086,159 | $86M | 1.8% | 2026-Q1 |
| FIL Ltd trimmed | 4,845,638 | $82M | 1.7% | 2026-Q1 |
| TODD ASSET MANAGEMENT LLC added | 4,061,644 | $69M | 1.5% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 3,690,655 | $63M | 1.3% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 3,453,543 | $59M | 1.2% | 2026-Q1 |
| Aviso Financial Inc. new | 3,446,409 | $58M | 1.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 3,373,906 | $57M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,837,773 | $46M | 1.0% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 2,707,507 | $46M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,543,450 | $43M | 0.9% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2,506,310 | $43M | 0.9% | 2026-Q1 |
| Quantinno Capital Management LP added | 2,399,601 | $41M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 2,269,380 | $39M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,117,618 | $36M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,948,230 | $33M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,941,272 | $33M | 0.7% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 1,698,895 | $29M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,547,636 | $26M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,433,378 | $24M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,363,726 | $23M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,408,666 | $23M | 0.5% | 2026-Q1 |
| Creative Planning added | 1,315,784 | $22M | 0.5% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 1,280,764 | $22M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,217,563 | $21M | 0.4% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,188,733 | $20M | 0.4% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 1,093,924 | $19M | 0.4% | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 1,077,231 | $18M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,006,250 | $17M | 0.4% | 2026-Q1 |
| Aristotle Capital Management, LLC trimmed | 1,007,700 | $16M | 0.3% | 2026-Q1 |
| 1832 Asset Management L.P. added | 966,378 | $16M | 0.3% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 895,769 | $16M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 927,435 | $16M | 0.3% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 910,997 | $15M | 0.3% | 2026-Q1 |
| Crossmark Global Holdings, Inc. added | 855,141 | $14M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 839,497 | $14M | 0.3% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 824,088 | $14M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 792,470 | $13M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 783,462 | $13M | 0.3% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 635,592 | $11M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 578,090 | $10M | 0.2% | 2026-Q1 |
| Permanens Capital L.P. added | 575,644 | $10M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 568,168 | $10M | 0.2% | 2026-Q1 |
| Boston Common Asset Management, LLC trimmed | 566,845 | $10M | 0.2% | 2026-Q1 |
| Guardian Partners Inc. trimmed | 558,229 | $9M | 0.2% | 2026-Q1 |
| Moran Wealth Management, LLC added | 528,104 | $9M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 525,366 | $9M | 0.2% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 516,054 | $9M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 476,447 | $8M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 475,087 | $8M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 474,451 | $8M | 0.2% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 469,765 | $8M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 441,561 | $7M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 437,318 | $7M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 423,984 | $7M | 0.2% | 2026-Q1 |
| XY Capital Ltd added | 411,425 | $7M | 0.1% | 2026-Q1 |
| Curi Capital, LLC added | 401,363 | $7M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 396,182 | $7M | 0.1% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO | 394,330 | $7M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 382,137 | $6M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 374,165 | $6M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 359,508 | $6M | 0.1% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC added | 354,314 | $6M | 0.1% | 2026-Q1 |
| AUGUSTINE ASSET MANAGEMENT INC trimmed | 350,460 | $6M | 0.1% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 336,533 | $6M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 336,212 | $6M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 333,543 | $6M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 324,017 | $6M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 325,379 | $6M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 317,968 | $5M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC added | 314,562 | $5M | 0.1% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 309,549 | $5M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 296,958 | $5M | 0.1% | 2026-Q1 |
| M&T Bank Corp added | 295,559 | $5M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 294,222 | $5M | 0.1% | 2026-Q1 |
| BRASADA CAPITAL MANAGEMENT, LP new | 282,488 | $5M | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 311,795 | $5M | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC added | 291,215 | $5M | 0.1% | 2026-Q1 |
| Gradient Investments LLC added | 285,564 | $5M | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 281,114 | $5M | 0.1% | 2026-Q1 |
| Massar Capital Management, LP | 280,000 | $5M | 0.1% | 2026-Q1 |
| Artemis Investment Management LLP added | 4,457,954 | $61M | 1.3% | 2025-Q2 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,134,979 | $18M | 0.4% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 928,021 | $15M | 0.3% | 2025-Q4 stale |
| DV EQUITIES, LLC new | 853,929 | $14M | 0.3% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 583,228 | $9M | 0.2% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL added | 568,938 | $9M | 0.2% | 2025-Q4 stale |
| Journey Advisory Group, LLC trimmed | 512,737 | $8M | 0.2% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 436,157 | $7M | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 425,497 | $6M | 0.1% | 2025-Q1 stale |
| Forum Financial Management, LP | 322,044 | $5M | 0.1% | 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.
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.