Mitsubishi Ufj Finl-Spon ADRMUFG
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $18.4M |
| Exits | 23 | $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.