Mitsubishi Ufj Finl-Spon ADRMUFG

13F holders, Q2 2024 (June 30)
406holders +26
48new positions
23sold out
6famous investors
$12.65avg. 13F price*

At the end of Q2 2024, 406 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 26 from Q1 2024. 48 opened new positions and 23 sold out. The largest holders were Aristotle Capital Management, LLC ($694.7M), Groupama Asset Managment ($438.2M) and Bank of America Corp. ($225.4M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions48$18.4M
Exits23$17.6M

All 13F filers, Q1 2024 → Q2 2024: 8,083,110 shares bought and 7,810,408 shares sold, net +272,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 406 holders

Aristotle Capital Management, LLC 1.34% Reduce -0.6% 64,326,461 $694.7M
Groupama Asset Managment 5.98% Add +5.3% 1,945,692 $438.2M
Bank of America Corp. 0.02% Add +7.2% 20,868,717 $225.4M
Natixis Advisors, LLC 0.28% Add +3.3% 12,059,977 $130.2M
Goldman Sachs Group Inc. 0.03% Reduce -8.4% 11,908,092 $128.6M
Morgan Stanley 0.01% Reduce -2.0% 7,440,072 $80.4M
Northern Trust Corp. 0.01% Add +2.3% 6,938,432 $74.9M
BlackRock Inc. 0.00% Add +3.3% 6,934,175 $74.9M
Fisher Asset Management 0.03% Reduce -0.4% 6,785,901 $73.3M
Chevy Chase Trust Holdings, LLC 0.20% Add +3.9% 5,879,191 $63.5M
Dimensional Fund Advisors LP 0.02% Reduce -3.4% 5,684,944 $61.4M
FMR LLC 0.00% Add +7.6% 5,156,058 $55.7M
Envestnet Asset Management Inc. 0.02% Add +3.1% 4,440,510 $48.0M
Royal Bank of Canada 0.01% Reduce -1.4% 4,172,749 $45.1M
Todd Asset Management LLC 0.91% Add +0.5% 4,065,555 $43.9M
Sei Investments Co. 0.05% Add +6.4% 3,250,210 $35.1M
Raymond James & Associates 0.02% Add +4.3% 2,525,821 $27.3M
Teachers Retirement System of the State of Kentucky 0.23% No change 2,342,140 $25.3M
Wells Fargo & Company 0.01% Add +4.4% 1,962,717 $21.2M
Stifel Financial Corp. 0.02% Reduce -1.0% 1,961,608 $21.2M
American Century Companies Inc. 0.01% Add +6.2% 1,666,310 $18.0M
Herr Investment Group LLC 4.51% No change 1,410,464 $15.2M
Invesco Ltd. 0.00% Reduce -13.2% 1,356,936 $14.7M
Brandes Investment Partners, LP 0.17% Reduce -27.2% 1,339,322 $14.2M
Thornburg Investment Management Inc. 0.17% Add +154.2% 1,105,928 $12.0M
Philadelphia Financial Management of San Francisco, LLC 2.65% Reduce -38.6% 1,054,484 $11.4M
Massachusetts Financial Services Co. 0.00% Add +5.5% 993,013 $10.7M
Federated Hermes, Inc. 0.03% Add +17.7% 975,661 $10.5M
Clearbridge Investments, LLC 0.01% Add +0.3% 894,456 $9.7M
Edge Capital Group, LLC 0.45% Add +3.4% 869,248 $9.4M
Cibc World Market Inc. 0.02% Reduce -0.1% 733,434 $7.9M
O'shaughnessy Asset Management, LLC 0.08% Add +8.7% 720,292 $7.8M
Crossmark Global Holdings, Inc. 0.15% Reduce -1.9% 701,826 $7.6M
UBS Group AG 0.00% Add +3.9% 686,975 $7.4M
QRG Capital Management, Inc. 0.09% Add +2.9% 676,750 $7.3M
Abn Amro Investment Solutions 0.13% Reduce -13.1% 667,500 $7.2M
Cerity Partners LLC 0.02% Reduce -22.7% 628,127 $6.8M
Charles Schwab Investment Management Inc. 0.00% Add +24.9% 611,611 $6.6M
Quantinno Capital Management LP 0.12% Add +19.0% 606,175 $6.5M
Guardian Capital Advisors LP 0.67% Add +34.4% 562,311 $6.3M
Citigroup Inc. 0.01% Reduce -14.5% 570,779 $6.2M
Qube Research & Technologies Ltd 0.01% Reduce -36.9% 565,396 $6.1M
Creative Planning 0.01% Add +10.3% 558,157 $6.0M
M&T Bank Corp 0.02% Add +0.7% 550,976 $6.0M
Bank of New York Mellon Corp 0.00% Add +3.6% 513,398 $5.5M
Neuberger Berman Group LLC 0.00% Add +13.2% 506,293 $5.5M
Penserra Capital Management LLC 0.07% Add +10.5% 502,017 $5.4M
Capital Wealth Planning, LLC 0.06% Add +10.5% 502,017 $5.4M
Pathstone Holdings, LLC 0.02% Add +13.4% 481,537 $5.2M
Foresight Global Investors, Inc. 2.26% Add +19.5% 434,927 $4.7M
Boston Common Asset Management, LLC 0.12% Add +4.1% 420,237 $4.5M
First Trust Direct Indexing L.P. 0.28% Add +1.3% 418,950 $4.5M
HighTower Advisors, LLC 0.01% Reduce -1.0% 412,866 $4.5M
Truist Financial Corp. 0.01% Add +0.5% 398,383 $4.3M
Citadel Advisors 0.00% Reduce -62.1% 384,874 $4.2M
Arrowstreet Capital, Limited Partnership 0.00% New 384,057 $4.1M
Moran Wealth Management, LLC 0.13% Add +3.1% 371,724 $4.0M
Eagle Global Advisors LLC 0.21% Add +4.2% 365,190 $3.9M
Dorsey Wright & Associates 1.01% Reduce -1.5% 360,264 $3.9M
Augustine Asset Management Inc. 1.47% Add +54.5% 353,572 $3.8M
Baron Capital (BAMCO) 0.01% Reduce -25.3% 343,750 $3.7M
Forum Financial Management, LP 0.07% No change 338,439 $3.7M
Vanguard Personalized Indexing Management, LLC 0.06% Add +5.6% 314,013 $3.4M
Orion Porfolio Solutions, LLC 0.03% Add +5.8% 298,534 $3.2M
Orion Portfolio Solutions, LLC 0.03% Add +5.8% 298,534 $3.2M
PNC Financial Services Group, Inc. 0.00% Reduce -16.6% 294,986 $3.2M
Mercer Global Advisors Inc. 0.01% Reduce -2.0% 279,848 $3.0M
Naviter Wealth, LLC 0.45% Add +6.0% 277,831 $3.0M
Atria Investments, Inc 0.04% Add +0.7% 261,707 $2.8M
US Bancorp \de 0.00% Add +3.2% 260,013 $2.8M
Signaturefd, LLC 0.05% Add +1.3% 247,081 $2.7M
Synovus Financial Corp. 0.03% Add +0.8% 242,497 $2.6M
Legacy Wealth Asset Management, LLC 0.72% Reduce -3.8% 234,919 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -1.9% 232,450 $2.5M
Renaissance Technologies 0.00% Add +38.0% 231,900 $2.5M
Mariner, LLC 0.00% Reduce -0.9% 230,681 $2.5M
Rhumbline Advisers 0.00% Add +0.1% 226,398 $2.4M
Ethic Inc. 0.06% Add +8.8% 225,880 $2.4M
Pekin Hardy Strauss, Inc. 0.33% Add +9.9% 222,900 $2.4M
BNP Paribas Financial Markets 0.00% Add +15.0% 213,681 $2.3M
Ritholtz Wealth Management 0.07% Add +48.0% 206,831 $2.2M
Alaethes Wealth, LLC 0.92% Add +1.9% 203,955 $2.2M
Avantax Advisory Services, Inc. 0.02% New 206,230 $2.2M
Yousif Capital Management, LLC 0.03% Reduce -3.6% 205,580 $2.2M
Altman Advisors, Inc. 1.24% Reduce -1.3% 202,193 $2.2M
Retireful, LLC 1.02% New 201,253 $2.2M
LPL Financial LLC 0.00% Add +53.0% 194,247 $2.1M
Vident Advisory, LLC 0.05% Add +32.1% 182,307 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -8.6% 182,301 $2.0M
Qtron Investments LLC 0.27% Add +9.2% 172,649 $1.9M
Laird Norton Wetherby Wealth Management, LLC 0.09% Reduce -0.7% 168,802 $1.8M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.02% New 46,150 $1.8M
Lockheed Martin Investment Management Co. 0.10% Reduce -6.3% 161,040 $1.7M
AQR Capital Management 0.00% Add +49.8% 159,255 $1.7M
Townsquare Capital LLC 0.02% Add +3.4% 157,159 $1.7M
Bessemer Group Inc. 0.00% Add +938.9% 154,385 $1.7M
Cresset Asset Management, LLC 0.01% Add +42.5% 148,702 $1.6M
Sanctuary Advisors, LLC 0.01% — 163,211 $1.6M
Greenleaf Trust 0.02% Add +0.1% 148,341 $1.6M
MML Investors Services, LLC 0.01% Reduce -4.1% 132,930 $1.4M

"% 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 406 holders