Mitsubishi Ufj Finl-Spon ADRMUFG

13F holders, Q1 2024 (March 31)
380holders
7famous investors
$10.23avg. 13F price*

At the end of Q1 2024, 380 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings. The largest holders were Aristotle Capital Management, LLC ($662.0M), Bank of America Corp. ($199.2M) and Goldman Sachs Group Inc. ($133.0M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).

Company
Mitsubishi Ufj Finl-Spon ADR
CUSIP
606822104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 380Q1 2024Q2 2024: 406Q2 2024Q3 2024: 418Q3 2024Q4 2024: 437Q4 2024Q1 2025: 453Q1 2025Q2 2025: 486Q2 2025Q3 2025: 488Q3 2025Q4 2025: 530Q4 2025Q1 2026: 540Q1 2026Q2 2026: 576Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions54$46.5M
Exits31$11.4M

Ownership 380 holders

Aristotle Capital Management, LLC 1.23% Reduce -3.0% 64,707,607 $662.0M
Bank of America Corp. 0.02% Add +8.4% 19,474,692 $199.2M
Goldman Sachs Group Inc. 0.03% Add +13.0% 13,003,645 $133.0M
Natixis Advisors, LLC 0.27% Reduce -0.9% 11,680,872 $119.5M
Morgan Stanley 0.01% Reduce -0.7% 7,591,456 $77.7M
Fisher Asset Management 0.03% Add +1.3% 6,815,132 $69.7M
Northern Trust Corp. 0.01% Add +3.4% 6,783,763 $69.4M
BlackRock Inc. 0.00% Add +1.9% 6,710,234 $68.6M
Dimensional Fund Advisors LP 0.02% Add +0.2% 5,887,133 $60.2M
Chevy Chase Trust Holdings, LLC 0.19% Add +602.7% 5,661,392 $57.9M
FMR LLC 0.00% Add +2.2% 4,793,025 $49.0M
Envestnet Asset Management Inc. 0.02% Add +11.6% 4,304,737 $44.0M
Royal Bank of Canada 0.01% Add +0.2% 4,232,664 $43.3M
Todd Asset Management LLC 0.85% Add +10.2% 4,045,489 $41.4M
Sei Investments Co. 0.05% Add +3.0% 3,054,328 $31.2M
Raymond James & Associates 0.02% Reduce -3.5% 2,421,565 $24.8M
Teachers Retirement System of the State of Kentucky 0.21% Add +20.9% 2,342,140 $24.0M
Stifel Financial Corp. 0.02% Reduce -1.5% 1,981,908 $20.3M
Wells Fargo & Company 0.01% Add +8.6% 1,879,919 $19.2M
Brandes Investment Partners, LP 0.24% Reduce -23.6% 1,840,728 $18.8M
Groupama Asset Managment 0.34% New 1,847,029 $18.7M
Philadelphia Financial Management of San Francisco, LLC 3.67% Reduce -8.6% 1,716,193 $17.6M
American Century Companies Inc. 0.01% Add +6.8% 1,569,665 $16.1M
Invesco Ltd. 0.00% Reduce -26.4% 1,563,219 $16.0M
Herr Investment Group LLC 4.48% Add +38.6% 1,410,464 $14.4M
Citadel Advisors 0.01% Add +463.2% 1,015,005 $10.4M
Massachusetts Financial Services Co. 0.00% Reduce -2.7% 940,949 $9.6M
Qube Research & Technologies Ltd 0.02% Reduce -12.2% 895,654 $9.2M
Clearbridge Investments, LLC 0.01% Reduce -1.5% 891,827 $9.1M
Edge Capital Group, LLC 0.43% New 840,656 $8.6M
Federated Hermes, Inc. 0.02% Add +77.6% 828,757 $8.5M
Cerity Partners LLC 0.02% Add +193.9% 812,583 $8.3M
Abn Amro Investment Solutions 0.14% Reduce -12.3% 768,400 $7.9M
Cibc World Market Inc. 0.02% Reduce -16.9% 734,137 $7.5M
Crossmark Global Holdings, Inc. 0.14% Reduce -3.3% 715,757 $7.3M
Citigroup Inc. 0.01% Add +4.3% 667,599 $6.8M
O'shaughnessy Asset Management, LLC 0.07% Add +23.4% 662,715 $6.8M
UBS Group AG 0.00% Reduce -11.3% 661,215 $6.8M
QRG Capital Management, Inc. 0.09% Add +10.4% 657,724 $6.7M
T. Rowe Price Associates Inc. 0.00% Add +3.4% 642,863 $6.6M
M&T Bank Corp 0.02% Reduce -3.1% 547,143 $5.6M
Quantinno Capital Management LP 0.11% Add +8.6% 509,297 $5.2M
Creative Planning 0.01% Add +21.0% 505,896 $5.2M
Bank of New York Mellon Corp 0.00% Add +1.2% 495,492 $5.1M
Charles Schwab Investment Management Inc. 0.00% Add +37.5% 489,764 $5.0M
Baron Capital (BAMCO) 0.01% Reduce -44.2% 460,144 $4.7M
Capital Wealth Planning, LLC 0.05% Add +25.7% 454,363 $4.6M
Penserra Capital Management LLC 0.06% Add +25.7% 454,363 $4.6M
Neuberger Berman Group LLC 0.00% Add +1030.4% 447,081 $4.6M
Thornburg Investment Management Inc. 0.06% Reduce -1.4% 435,141 $4.4M
Pathstone Holdings, LLC 0.02% Add +29.9% 424,758 $4.3M
HighTower Advisors, LLC 0.01% Add +3.2% 416,929 $4.3M
First Trust Direct Indexing L.P. 0.31% Reduce -3.4% 413,772 $4.2M
Tocqueville Asset Management L.P. 0.07% No change 409,720 $4.2M
Boston Common Asset Management, LLC 0.10% Add +0.3% 403,756 $4.1M
Truist Financial Corp. 0.01% Reduce -0.2% 396,546 $4.1M
Guardian Capital Advisors LP 0.44% Reduce -7.3% 418,536 $4.1M
Dorsey Wright & Associates 0.98% Reduce -6.1% 365,916 $3.7M
Foresight Global Investors, Inc. 1.83% New 363,900 $3.7M
Moran Wealth Management, LLC 0.12% Reduce -38.8% 360,638 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +7.2% 353,765 $3.6M
Eagle Global Advisors LLC 0.20% New 350,480 $3.6M
Capital Fund Management S.A. 0.04% Add +18.5% 340,014 $3.5M
Forum Financial Management, LP 0.06% Add +2.0% 338,439 $3.5M
Vanguard Personalized Indexing Management, LLC 0.07% Add +22.9% 297,379 $3.0M
Mercer Global Advisors Inc. 0.01% Add +9.7% 285,625 $2.9M
Orion Porfolio Solutions, LLC 0.03% Reduce -3.2% 282,277 $2.9M
Orion Portfolio Solutions, LLC 0.03% Reduce -3.2% 282,277 $2.9M
Naviter Wealth, LLC 0.44% Add +13.4% 262,208 $2.7M
Atria Investments, Inc 0.04% Reduce -0.6% 259,898 $2.7M
US Bancorp \de 0.00% Reduce -7.1% 251,857 $2.6M
Legacy Wealth Asset Management, LLC 0.70% Reduce -0.6% 244,160 $2.5M
Signaturefd, LLC 0.05% Add +7.5% 243,862 $2.5M
Synovus Financial Corp. 0.03% Add +1.6% 240,657 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -1.7% 236,879 $2.4M
Mariner, LLC 0.00% Add +3.2% 232,679 $2.4M
Augustine Asset Management Inc. 0.98% Reduce -3.3% 228,904 $2.3M
Rhumbline Advisers 0.00% Add +3.3% 226,241 $2.3M
Yousif Capital Management, LLC 0.02% Reduce -4.7% 213,260 $2.2M
Ethic Inc. 0.05% Add +0.9% 207,686 $2.1M
Pekin Hardy Strauss, Inc. 0.28% Reduce -1.9% 202,900 $2.1M
Alaethes Wealth, LLC 0.90% Add +1.3% 200,188 $2.0M
Altman Advisors, Inc. 1.00% Add +2.6% 204,841 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -20.8% 199,339 $2.0M
BNP Paribas Financial Markets 0.00% Add +19.2% 185,829 $1.9M
Hantz Financial Services, Inc. 0.04% Reduce -14.7% 178,473 $1.8M
Lockheed Martin Investment Management Co. 0.13% Reduce -11.4% 171,930 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.08% Add +1.0% 170,012 $1.7M
Renaissance Technologies 0.00% Reduce -61.5% 168,000 $1.7M
PEAK6 Investments LLC 0.08% Add +187.8% 164,145 $1.7M
Qtron Investments LLC 0.23% No change 158,078 $1.6M
Townsquare Capital LLC 0.02% Add +3.0% 151,964 $1.6M
Corient Private Wealth LP 0.00% Reduce -7.3% 148,638 $1.5M
Greenleaf Trust 0.01% Add +0.5% 148,247 $1.5M
Ritholtz Wealth Management 0.05% Add +8.4% 139,795 $1.4M
MML Investors Services, LLC 0.01% Add +4.3% 138,659 $1.4M
Vident Advisory, LLC 0.03% Add +10.4% 137,951 $1.4M
Tudor Investment Corporation 0.02% Reduce -59.8% 136,776 $1.4M
Bailard, Inc. 0.04% Add +2.6% 130,986 $1.3M
Cetera Investment Advisers 0.00% Add +513.0% 129,368 $1.3M

"% of holder's portfolio" is MUFG's weight in each manager's 13F, not the share of Mitsubishi Ufj Finl-Spon ADR the manager owns.

Show all 380 holders