MUFG Institutional Ownership
Mitsubishi UFJ Financial Group, Inc.
1W: +0.1%
1M: -6.6%
3M: -2.0%
YTD: +34.6%
1Y: +45.5%
3Y: +174.5%
5Y: +309.3%
$21.48
+0.39 (+1.85%)
Weekly Expected Move ±2.7%
$20
$20
$21
$22
$22
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $1.58B held by 505 funds, 65 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — MUFG
623
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
$7B
Total Invested
89
New Positions
236
Increased
208
Reduced
42
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (677 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 97,910,346 | $2.1B | +2,221,042 | +2.3% | 11Q | SEC ↗ |
| 2 | Aristotle Capital Management, LLC | 48,170,066 | $1.0B | -3,286,319 | -6.4% | 61Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 14,874,982 | $320M | +491,654 | +3.4% | 15Q | SEC ↗ |
| 4 | BlackRock, Inc. | 13,073,423 | $281M | +1,957,031 | +17.6% | 8Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 12,472,209 | $268M | +243,820 | +2.0% | 15Q | SEC ↗ |
| 6 | NORTHERN TRUST CORP | 11,066,330 | $238M | -349,928 | -3.1% | 83Q | SEC ↗ |
| 7 | FMR LLC | 9,187,104 | $197M | +813,931 | +9.7% | 32Q | SEC ↗ |
| 8 | MORGAN STANLEY | 6,886,940 | $148M | -13,490 | -0.2% | 60Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 6,445,617 | $138M | +129,669 | +2.1% | 76Q | SEC ↗ |
| 10 | Chevy Chase Trust Holdings, LLC | 6,274,113 | $135M | +84,784 | +1.4% | 11Q | SEC ↗ |
| 11 | Clearbridge Investments, LLC | 5,723,173 | $123M | -1,229,935 | -17.7% | 15Q | SEC ↗ |
| 12 | FIL Ltd | 5,667,287 | $122M | +821,649 | +17.0% | 5Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4,822,539 | $104M | -263,620 | -5.2% | 79Q | SEC ↗ |
| 14 | TODD ASSET MANAGEMENT LLC | 4,028,393 | $87M | -33,251 | -0.8% | 69Q | SEC ↗ |
| 15 | AMERICAN CENTURY COMPANIES INC | 3,616,600 | $78M | +242,694 | +7.2% | 15Q | SEC ↗ |
| 16 | SEI INVESTMENTS CO | 3,555,589 | $76M | -135,066 | -3.7% | 15Q | SEC ↗ |
| 17 | Aviso Financial Inc. | 3,407,528 | $73M | -38,881 | -1.1% | 2Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 3,204,048 | $69M | +366,275 | +12.9% | 83Q | SEC ↗ |
| 19 | NATIXIS ADVISORS, LLC | 2,995,668 | $64M | +288,161 | +10.6% | 83Q | SEC ↗ |
| 20 | Quantinno Capital Management LP | 2,964,566 | $64M | +564,965 | +23.5% | 17Q | SEC ↗ |
| 21 | TEACHERS RETIREMENT SYSTEM OF THE STAT | 2,506,310 | $54M | — | +0.0% | 16Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,260,167 | $49M | +311,937 | +16.0% | 15Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 2,260,167 | $49M | — | +0.0% | 1Q | SEC ↗ |
| 24 | WELLS FARGO & COMPANY/MN | 2,256,290 | $48M | -287,160 | -11.3% | 83Q | SEC ↗ |
| 25 | AQR CAPITAL MANAGEMENT LLC | 2,140,236 | $46M | +590,238 | +38.1% | 10Q | SEC ↗ |
| 26 | Capital Wealth Planning, LLC | 2,059,506 | $44M | +360,611 | +21.2% | 13Q | SEC ↗ |
| 27 | UBS Group AG | 1,874,094 | $40M | -395,286 | -17.4% | 47Q | SEC ↗ |
| 28 | DIMENSIONAL FUND ADVISORS LP | 1,847,481 | $40M | -93,791 | -4.8% | 83Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 1,625,882 | $35M | +217,216 | +15.4% | 12Q | SEC ↗ |
| 30 | Creative Planning | 1,548,878 | $33M | +233,094 | +17.7% | 26Q | SEC ↗ |
| 31 | NATIONAL BANK OF CANADA /FI | 1,413,433 | $30M | +132,669 | +10.4% | 6Q | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 1,402,109 | $30M | +38,383 | +2.8% | 76Q | SEC ↗ |
| 33 | NEUBERGER BERMAN GROUP LLC | 1,276,427 | $27M | +87,694 | +7.4% | 19Q | SEC ↗ |
| 34 | THORNBURG INVESTMENT MANAGEMENT INC | 1,229,407 | $26M | +152,176 | +14.1% | 12Q | SEC ↗ |
| 35 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,221,405 | $26M | +127,481 | +11.7% | 28Q | SEC ↗ |
| 36 | UBS AM, a distinct business unit of UB | 1,217,315 | $26M | -248 | -0.0% | 3Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 1,198,052 | $26M | -235,326 | -16.4% | 7Q | SEC ↗ |
| 38 | Curi Capital, LLC | 986,652 | $21M | +585,289 | +145.8% | 6Q | SEC ↗ |
| 39 | 1832 Asset Management L.P. | 946,370 | $20M | -20,008 | -2.1% | 7Q | SEC ↗ |
| 40 | Federation des caisses Desjardins du Q | 931,287 | $20M | +20,290 | +2.2% | 18Q | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 928,117 | $20M | +32,348 | +3.6% | 9Q | SEC ↗ |
| 42 | LPL Financial LLC | 907,092 | $19M | -20,343 | -2.2% | 31Q | SEC ↗ |
| 43 | Crossmark Global Holdings, Inc. | 855,487 | $18M | +346 | +0.0% | 36Q | SEC ↗ |
| 44 | SCS Capital Management LLC | 819,852 | $18M | -4,236 | -0.5% | 6Q | SEC ↗ |
| 45 | QRG CAPITAL MANAGEMENT, INC. | 817,288 | $18M | +181,696 | +28.6% | 12Q | SEC ↗ |
| 46 | Invesco Ltd. | 810,053 | $17M | -28,120 | -3.4% | 14Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 790,629 | $17M | -48,868 | -5.8% | 49Q | SEC ↗ |
| 48 | Cerity Partners LLC | 748,920 | $16M | -43,550 | -5.5% | 19Q | SEC ↗ |
| 49 | Permanens Capital L.P. | 574,236 | $12M | -1,408 | -0.2% | 4Q | SEC ↗ |
| 50 | Pathstone Holdings, LLC | 570,727 | $12M | -7,363 | -1.3% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,260,167 | $49M |
| BARCLAYS PLC | 522,637 | $11M |
| HRT FINANCIAL LP | 354,111 | $8M |
| Nuveen, LLC | 311,854 | $7M |
| Diversify Advisory Services, LLC | 222,085 | $5M |
| HOHIMER WEALTH MANAGEMENT, LLC | 193,699 | $4M |
| Myriad Asset Management Advisors LL | 161,926 | $3M |
| Walleye Capital LLC | 111,745 | $2M |
| Hudson Bay Capital Management LP | 81,321 | $2M |
| Voleon Capital Management LP | 77,971 | $2M |
| Global Retirement Partners, LLC | 67,736 | $1M |
| LORING WOLCOTT & COOLIDGE FIDUCIARY | 50,000 | $1M |
| OPPENHEIMER & CO INC | 39,519 | $849K |
| Connor, Clark & Lunn Investment Man | 30,425 | $654K |
| Brookstone Capital Management | 30,358 | $652K |
| E Fund Management Co., Ltd. | 29,790 | $640K |
| E Fund Management (Hong Kong) Co., | 29,790 | $640K |
| FLOW TRADERS U.S. LLC | 25,640 | $551K |
| Alphadyne Asset Management LP | 25,312 | $544K |
| Blueshift Asset Management, LLC | 23,630 | $508K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 2,117,618 | $45M |
| TUDOR INVESTMENT CORP ET AL | 568,938 | $12M |
| TD Asset Management Inc | 525,366 | $11M |
| Journey Advisory Group, LLC | 512,737 | $11M |
| OLD MISSION CAPITAL LLC | 436,157 | $9M |
| XY Capital Ltd | 411,425 | $9M |
| Forum Financial Management, LP | 322,044 | $7M |
| Massar Capital Management, LP | 280,000 | $6M |
| Point72 Asset Management, L.P. | 229,846 | $5M |
| Alaethes Wealth, LLC | 198,399 | $4M |
| Campbell & CO Investment Adviser LL | 172,340 | $4M |
| DRW Securities, LLC | 117,772 | $3M |
| DEUTSCHE BANK AG | 85,512 | $2M |
| ABC ARBITRAGE SA | 85,154 | $2M |
| Quantbot Technologies LP | 84,995 | $2M |
| Quadrature Capital Ltd | 79,088 | $2M |
| CREDIT AGRICOLE S A | 77,968 | $2M |
| Calamos Advisors LLC | 77,711 | $2M |
| Balyasny Asset Management L.P. | 73,040 | $2M |
| MARSHALL WACE, LLP | 71,407 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fisher Asset Management, LLC | +2,221,042 | +2.3% | 97,910,346 |
| BlackRock, Inc. | +1,957,031 | +17.6% | 13,073,423 |
| FIL Ltd | +821,649 | +17.0% | 5,667,287 |
| FMR LLC | +813,931 | +9.7% | 9,187,104 |
| AQR CAPITAL MANAGEMENT LLC | +590,238 | +38.1% | 2,140,236 |
| Curi Capital, LLC | +585,289 | +145.8% | 986,652 |
| Quantinno Capital Management LP | +564,965 | +23.5% | 2,964,566 |
| GOLDMAN SACHS GROUP INC | +491,654 | +3.4% | 14,874,982 |
| JPMORGAN CHASE & CO | +366,275 | +12.9% | 3,204,048 |
| Capital Wealth Planning, LLC | +360,611 | +21.2% | 2,059,506 |
| MILLENNIUM MANAGEMENT LLC | +324,897 | +2648.8% | 337,163 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +311,937 | +16.0% | 2,260,167 |
| NATIXIS ADVISORS, LLC | +288,161 | +10.6% | 2,995,668 |
| BANK OF AMERICA CORP /DE | +243,820 | +2.0% | 12,472,209 |
| AMERICAN CENTURY COMPANIES INC | +242,694 | +7.2% | 3,616,600 |
| Savant Capital, LLC | +235,446 | +867.8% | 262,577 |
| Creative Planning | +233,094 | +17.7% | 1,548,878 |
| JONES FINANCIAL COMPANIES LLLP | +217,216 | +15.4% | 1,625,882 |
| Qube Research & Technologies Ltd | +204,990 | +121.9% | 373,090 |
| QRG CAPITAL MANAGEMENT, INC. | +181,696 | +28.6% | 817,288 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Aristotle Capital Management, LLC | -3,286,319 | -6.4% | 48,170,066 |
| TORONTO DOMINION BANK | -3,253,546 | -94.2% | 199,997 |
| Clearbridge Investments, LLC | -1,229,935 | -17.7% | 5,723,173 |
| BNP PARIBAS FINANCIAL MARKETS | -587,902 | -58.4% | 418,348 |
| UBS Group AG | -395,286 | -17.4% | 1,874,094 |
| NORTHERN TRUST CORP | -349,928 | -3.1% | 11,066,330 |
| WELLS FARGO & COMPANY/MN | -287,160 | -11.3% | 2,256,290 |
| ENVESTNET ASSET MANAGEMENT INC | -263,620 | -5.2% | 4,822,539 |
| RAYMOND JAMES FINANCIAL INC | -235,326 | -16.4% | 1,198,052 |
| CAPTRUST FINANCIAL ADVISORS | -186,559 | -58.7% | 131,409 |
| Guardian Partners Inc. | -151,545 | -27.1% | 406,684 |
| Moran Wealth Management, LLC | -144,380 | -27.3% | 383,724 |
| SEI INVESTMENTS CO | -135,066 | -3.7% | 3,555,589 |
| DIMENSIONAL FUND ADVISORS LP | -93,791 | -4.8% | 1,847,481 |
| YOUSIF CAPITAL MANAGEMENT, LLC | -80,318 | -79.8% | 20,352 |
| Boston Common Asset Management, LLC | -79,364 | -14.0% | 487,481 |
| FACTORY MUTUAL INSURANCE CO | -78,866 | -20.0% | 315,464 |
| BANK OF MONTREAL /CAN | -77,202 | -30.9% | 172,564 |
| Dorsey Wright & Associates | -65,896 | -29.5% | 157,134 |
| Beacon Pointe Advisors, LLC | -64,343 | -51.0% | 61,909 |