Security record
MUFG
Mitsubishi UFJ Financial Group, Inc. · Financial Services · Banks - Diversified
87Tracked holders
+3Δ holders
292.92MShares held
$5.83BReported value
+6New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +3.6% ·
share flow -0.6% ·
net new positions +2.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +3 | 292.92M | $5.83B | +6 | −4 |
| Q1 2026 | 86 | -8 | 295.20M | $5.01B | +2 | −10 |
| Q4 2025 | 93 | 0 | 289.80M | $4.60B | +1 | −1 |
| Q3 2025 | 13 | +1 | 134.16M | $2.14B | +1 | — |
| Q2 2025 | 9 | +1 | 105.00M | $1.44B | +2 | −1 |
| Q1 2025 | 6 | 0 | 77.16M | $1.05B | +1 | −1 |
| Q4 2024 | 6 | -4 | 9.50M | $111.29M | — | −4 |
| Q3 2024 | 9 | +3 | 11.06M | $112.24M | +3 | — |
| Q2 2024 | 6 | — | 8.02M | $86.61M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 97.91M | +2.3% | $1.95B | 0.6% | ▲ Add | 9 | SEC ↗ |
| 2 | Aristotle Capital Management, LLC | 49.02M | -6.6% | $974.84M | 2.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Goldman Sachs Group ✦ | 14.87M | +3.4% | $295.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passive) | 13.07M | +17.6% | $260.03M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 5 | Bank Of America Corp /De/ | 12.47M | +2.0% | $248.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Northern Trust Corp | 11.07M | -3.1% | $220.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Fidelity (FMR) ✦ | 9.19M | +9.7% | $182.73M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 8 | Morgan Stanley ✦ | 6.89M | -0.2% | $136.98M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 9 | Royal Bank Of Canada | 6.45M | +2.0% | $128.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 10 | Chevy Chase Trust Holdings, LLC | 6.27M | +1.4% | $124.79M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 11 | Clearbridge Investments, LLC | 5.72M | -17.7% | $113.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | FIL Ltd | 5.67M | +17.0% | $112.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 4.82M | -5.2% | $95.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | American Century Companies Inc | 3.62M | +7.2% | $71.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Sei Investments Co | 3.56M | -3.7% | $70.72M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 3.20M | +12.9% | $64.02M | 0.0% | ▲ Add | 4 | SEC ↗ ×10 |
| 17 | Quantinno Capital Management LP | 2.96M | +23.5% | $58.97M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Charles Schwab Investment… | 2.26M | +16.0% | $44.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Wells Fargo & Company/Mn | 2.26M | -11.3% | $44.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | AQR Capital Management ✦ | 2.14M | +38.1% | $42.57M | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 21 | UBS Group AG | 1.87M | -17.4% | $37.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 22 | Dimensional Fund Advisors Lp | 1.85M | -4.8% | $36.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 1.63M | +15.4% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Creative Planning | 1.55M | +17.7% | $30.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | National Bank Of Canada /Fi/ | 1.41M | +10.4% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 1.40M | +2.8% | $27.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 27 | Neuberger Berman Group LLC | 1.28M | +7.4% | $25.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | UBS AM, a distinct business unit of… | 1.22M | 0.0% | $24.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Raymond James Financial Inc | 1.20M | -16.4% | $23.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 30 | 1832 Asset Management L.P. | 946.37K | -2.1% | $18.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 928.12K | +3.6% | $18.82M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | LPL Financial LLC | 907.09K | -2.2% | $18.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 810.05K | -3.4% | $16.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 34 | Stifel Financial Corp | 790.63K | -5.8% | $15.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 35 | Cerity Partners LLC | 748.92K | -5.5% | $14.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Cibc World Market Inc. | 535.84K | -5.7% | $10.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Barclays Plc | 522.64K | New | $10.40M | 0.0% | New | 1 | SEC ↗ |
| 38 | First Trust Advisors Lp | 473.40K | -0.6% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 444.11K | +18.7% | $8.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 426.65K | -3.4% | $8.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | Citigroup Inc | 422.31K | +6.6% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Bnp Paribas Financial Markets | 418.35K | -58.4% | $8.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 415.27K | +8.7% | $8.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Truist Financial Corp | 415.18K | -2.1% | $8.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 45 | Cetera Investment Advisers | 401.40K | -8.2% | $7.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Mariner, LLC | 390.64K | +8.7% | $7.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Qube Research & Technologies Ltd | 373.09K | +122.0% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 370.44K | +25.9% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 364.86K | +12.1% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 50 | Hrt Financial Lp | 354.11K | New | $7.04M | 0.0% | New | 1 | SEC ↗ |
| 51 | Focus Partners Wealth | 349.35K | +7.8% | $7.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Millennium Management ✦ | 337.16K | +2648.8% | $6.71M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 53 | Bamco Inc /Ny/ | 336.53K | 0.0% | $6.69M | 0.0% | Held | 3 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 315.42K | +6.2% | $6.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 55 | T. Rowe Price ✦ | 314.01K | -6.6% | $6.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Nuveen, LLC | 311.85K | New | $6.20M | 0.0% | New | 1 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 231.32K | +11.0% | $4.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 58 | Rhumbline Advisers | 228.61K | +8.7% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Toronto Dominion Bank | 200.00K | -94.2% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 60 | Commonwealth Equity Services, Llc | 183.64K | -5.3% | $3.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 172.56K | -30.9% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 62 | Corient Private Wealth LP | 164.77K | +0.3% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Sumitomo Mitsui Trust Group, Inc. | 163.55K | +8.2% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Allspring Global Investments… | 137.44K | +12.5% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Captrust Financial Advisors | 131.41K | -58.7% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Osaic Holdings, Inc. | 117.61K | +8.1% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 67 | Federated Hermes, Inc. | 93.04K | -13.7% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 68 | Pacer Advisors, Inc. | 91.51K | -3.3% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Alliancebernstein L.P. | 95.88K | +15.1% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Fifth Third Bancorp | 78.03K | -6.2% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | CIBC Asset Management Inc | 74.13K | -1.7% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Franklin Resources Inc | 57.52K | -4.8% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 73 | Susquehanna International Group, Llp | 54.84K | +99.8% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Wealth Enhancement Advisory… | 49.65K | +29.6% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Assetmark, Inc | 52.32K | +1.0% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Blair William & Co/Il | 46.38K | +6.6% | $922,499 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Northwestern Mutual Wealth… | 41.77K | -2.1% | $830,833 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Lido Advisors, LLC | 34.73K | +7.6% | $700,283 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 79 | State Street Global Advisors ✦ (passive) | 34.02K | 0.0% | $687,350 | 0.0% | Held | 7 | SEC ↗ |
| 80 | Connor, Clark & Lunn Investment… | 30.43K | New | $605,153 | 0.0% | New | 1 | SEC ↗ |
| 81 | New York State Common Retirement… | 22.37K | -28.1% | $444,880 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Two Sigma Investments ✦ | 21.60K | -14.3% | $429,624 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Simplex Trading, Llc | 21.44K | New | $426,401 | 0.0% | New | 1 | SEC ↗ |
| 84 | CIBC Bancorp USA Inc. | 19.05K | +25.3% | $378,865 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | Walleye Trading LLC | 10.95K | 0.0% | $217,716 | 0.0% | Held | 3 | SEC ↗ |
| 86 | Hsbc Holdings Plc | 10.38K | New | $206,518 | 0.0% | New | 1 | SEC ↗ ×2 |
| 87 | Kayne Anderson Rudnick Investment… | 113 | 0.0% | $2,248 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Barclays Plc | $10.40M | 0.0% |
| Hrt Financial Lp | $7.04M | 0.0% |
| Nuveen, LLC | $6.20M | 0.0% |
| Connor, Clark & Lunn… | $605,153 | 0.0% |
| Simplex Trading, Llc | $426,401 | 0.0% |
| Hsbc Holdings Plc | $206,518 | 0.0% |
Exited
| Jane Street Group, Llc | $35.94M | was 0.0% |
| Td Asset Management Inc | $8.92M | was 0.0% |
| HighTower Advisors, LLC | $8.06M | was 0.0% |
| D. E. Shaw & Co. | $985,465 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 536 holders, 335.60M shares, $5.58B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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