Who owns Mitsubishi UFJ Financial Group (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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on MUFG is one-sided between 2026-Q1 and 2026-Q2: 161 added or opened and 42 trimmed or exited — on balance accumulating.
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 0.6pp 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 2026-Q1 and 2026-Q2, across 558 tracked filers holding MUFG, 316 increased or opened the position and 227 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 2026-Q1 and 2026-Q2 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 17
- BARCLAYS PLC$10M
- Nuveen, LLC$6M
- Diversify Advisory Services, LLC$5M
- HOHIMER WEALTH MANAGEMENT, LLC$4M
- Myriad Asset Management Advisors LLC$3M
- Walleye Capital LLC$2M
Full exits 23
- NATIXIS ADVISORS, LLC$46M
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$43M
- JANE STREET GROUP, LLC$36M
- TD Asset Management Inc$9M
- HighTower Advisors, LLC$8M
- XY Capital Ltd$7M
Largest adds
- Fisher Asset Management, LLC$324M
- BlackRock, Inc.$97M
- Aristotle Capital Management, LLC$85M
- GOLDMAN SACHS GROUP INC$52M
- FMR LLC$41M
- BANK OF AMERICA CORP /DE/$41M
Largest trims
- TORONTO DOMINION BANK$55M
- BNP PARIBAS FINANCIAL MARKETS$9M
- Clearbridge Investments, LLC$4M
- CAPTRUST FINANCIAL ADVISORS$3M
- Guardian Partners Inc.$1M
- Moran Wealth Management, LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 97,910,346 | $1.9B | 30.9% | 2026-Q2 |
| Aristotle Capital Management, LLC trimmed | 48,170,066 | $958M | 15.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 14,874,982 | $296M | 4.7% | 2026-Q2 |
| BlackRock, Inc. added | 13,073,423 | $260M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 12,472,209 | $248M | 3.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 11,066,330 | $220M | 3.5% | 2026-Q2 |
| FMR LLC added | 9,187,104 | $183M | 2.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,886,940 | $137M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 6,445,617 | $128M | 2.0% | 2026-Q2 |
| Chevy Chase Trust Holdings, LLC added | 6,274,113 | $125M | 2.0% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 5,723,173 | $114M | 1.8% | 2026-Q2 |
| FIL Ltd added | 5,667,287 | $113M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,822,539 | $96M | 1.5% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC trimmed | 4,028,393 | $80M | 1.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 3,616,600 | $72M | 1.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 3,555,589 | $71M | 1.1% | 2026-Q2 |
| Aviso Financial Inc. trimmed | 3,407,528 | $68M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,204,048 | $64M | 1.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 2,964,566 | $59M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,260,167 | $45M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,256,290 | $45M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,140,236 | $43M | 0.7% | 2026-Q2 |
| Capital Wealth Planning, LLC added | 2,059,506 | $41M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 1,874,094 | $37M | 0.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,847,481 | $37M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,625,882 | $33M | 0.5% | 2026-Q2 |
| Creative Planning added | 1,548,878 | $31M | 0.5% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 1,413,433 | $28M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,402,109 | $28M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,276,427 | $25M | 0.4% | 2026-Q2 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 1,229,407 | $24M | 0.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 1,221,405 | $24M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,217,315 | $24M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,198,052 | $24M | 0.4% | 2026-Q2 |
| Curi Capital, LLC added | 986,652 | $20M | 0.3% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 946,370 | $19M | 0.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 931,287 | $19M | 0.3% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 928,117 | $19M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 907,092 | $18M | 0.3% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 855,487 | $17M | 0.3% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 819,852 | $16M | 0.3% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 817,288 | $16M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 810,053 | $16M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 790,629 | $16M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 748,920 | $15M | 0.2% | 2026-Q2 |
| Permanens Capital L.P. trimmed | 574,236 | $12M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 570,727 | $11M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 535,840 | $11M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 522,637 | $10M | 0.2% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 518,540 | $10M | 0.2% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 514,757 | $10M | 0.2% | 2026-Q2 |
| Boston Common Asset Management, LLC trimmed | 487,481 | $10M | 0.2% | 2026-Q2 |
| Vident Advisory, LLC added | 484,835 | $10M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 473,402 | $9M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 444,108 | $9M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 426,647 | $8M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 422,305 | $8M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 418,348 | $8M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 415,270 | $8M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 415,183 | $8M | 0.1% | 2026-Q2 |
| Guardian Partners Inc. trimmed | 406,684 | $8M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 401,405 | $8M | 0.1% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC added | 392,955 | $8M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 390,640 | $8M | 0.1% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 383,724 | $8M | 0.1% | 2026-Q2 |
| Allianz SE added | 378,000 | $8M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 375,841 | $7M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 373,090 | $7M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 370,437 | $7M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 364,862 | $7M | 0.1% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 352,839 | $7M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 349,345 | $7M | 0.1% | 2026-Q2 |
| AUGUSTINE ASSET MANAGEMENT INC trimmed | 346,501 | $7M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 337,163 | $7M | 0.1% | 2026-Q2 |
| BAMCO INC /NY/ | 336,533 | $7M | 0.1% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 319,874 | $6M | 0.1% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO trimmed | 315,464 | $6M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 315,420 | $6M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 314,107 | $6M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 314,015 | $6M | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 311,854 | $6M | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 307,497 | $6M | 0.1% | 2026-Q2 |
| M&T Bank Corp added | 302,379 | $6M | 0.1% | 2026-Q2 |
| Gradient Investments LLC added | 301,721 | $6M | 0.1% | 2026-Q2 |
| Naviter Wealth, LLC added | 297,300 | $6M | 0.1% | 2026-Q2 |
| Henry James International Management Inc. added | 296,712 | $6M | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 294,071 | $6M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 282,623 | $6M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 262,577 | $6M | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 236,138 | $5M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 231,322 | $5M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 228,609 | $5M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 228,544 | $5M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 222,085 | $5M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 222,085 | $5M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 205,851 | $4M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 203,085 | $4M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 203,057 | $4M | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 199,997 | $4M | 0.1% | 2026-Q2 |
| BRASADA CAPITAL MANAGEMENT, LP trimmed | 0 | $6M | 0.1% | 2026-Q2 |
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.