Mitsubishi Ufj Finl-Spon ADRMUFG

13F holders, Q3 2024 (September 30)
418holders +12
43new positions
30sold out
7famous investors
$10.18avg. 13F price*

At the end of Q3 2024, 418 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 12 from Q2 2024. 43 opened new positions and 30 sold out. The largest holders were Aristotle Capital Management, LLC ($655.3M), Bank of America Corp. ($207.9M) and Goldman Sachs Group Inc. ($131.8M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions43$29.1M
Exits30$452.1M

All 13F filers, Q2 2024 → Q3 2024: 12,640,101 shares bought and 10,198,968 shares sold, net +2,441,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 418 holders

Aristotle Capital Management, LLC 1.19% Add +0.1% 64,370,272 $655.3M
Bank of America Corp. 0.02% Reduce -2.1% 20,422,155 $207.9M
Goldman Sachs Group Inc. 0.03% Add +8.7% 12,945,632 $131.8M
Natixis Advisors, LLC 0.19% Reduce -22.5% 9,343,313 $95.1M
Fisher Asset Management 0.03% Add +15.7% 7,853,310 $79.9M
Morgan Stanley 0.01% Reduce -1.0% 7,366,728 $75.0M
Northern Trust Corp. 0.01% Add +3.5% 7,179,749 $73.1M
BlackRock, Inc. 0.00% — 7,041,388 $71.7M
Chevy Chase Trust Holdings, LLC 0.18% Reduce -2.9% 5,708,571 $58.1M
Dimensional Fund Advisors LP 0.01% Reduce -1.9% 5,575,183 $56.8M
FMR LLC 0.00% Reduce -3.7% 4,963,431 $50.5M
Envestnet Asset Management Inc. 0.01% Add +1.2% 4,493,081 $45.7M
Royal Bank of Canada 0.01% Add +2.8% 4,289,398 $43.7M
Todd Asset Management LLC 0.96% Reduce -0.5% 4,045,625 $41.2M
Sei Investments Co. 0.05% Add +23.9% 4,028,039 $41.0M
Teachers Retirement System of the State of Kentucky 0.21% No change 2,342,140 $23.8M
Wells Fargo & Company 0.01% Add +18.6% 2,327,826 $23.7M
Raymond James & Associates 0.01% Reduce -22.3% 1,962,448 $20.0M
Stifel Financial Corp. 0.02% Reduce -0.3% 1,956,486 $19.9M
American Century Companies Inc. 0.01% Add +6.1% 1,767,520 $18.0M
Invesco Ltd. 0.00% Add +21.1% 1,643,385 $16.7M
Brandes Investment Partners, LP 0.14% Reduce -6.1% 1,257,152 $12.8M
Neuberger Berman Group LLC 0.01% Add +129.9% 1,164,181 $11.8M
Thornburg Investment Management Inc. 0.15% Add +0.9% 1,116,454 $11.4M
Citadel Advisors 0.01% Add +180.7% 1,080,241 $11.0M
Bank of New York Mellon Corp 0.00% Add +80.5% 926,722 $9.4M
Clearbridge Investments, LLC 0.01% Add +0.3% 897,551 $9.1M
Edge Capital Group, LLC 0.39% Add +0.3% 871,985 $8.9M
Federated Hermes, Inc. 0.02% Reduce -10.9% 868,987 $8.8M
Crossmark Global Holdings, Inc. 0.16% Add +23.4% 866,032 $8.8M
Cerity Partners LLC 0.02% Add +30.2% 818,014 $8.3M
O'shaughnessy Asset Management, LLC 0.07% Add +5.7% 761,352 $8.1M
Massachusetts Financial Services Co. 0.00% Reduce -19.6% 798,147 $8.1M
Quantinno Capital Management LP 0.11% Add +31.6% 797,543 $8.1M
T. Rowe Price Associates Inc. 0.00% New 736,976 $7.5M
Cibc World Market Inc. 0.02% Reduce -0.1% 732,363 $7.5M
Charles Schwab Investment Management Inc. 0.00% Add +14.4% 699,645 $7.1M
QRG Capital Management, Inc. 0.08% Add +1.5% 687,065 $7.0M
Philadelphia Financial Management of San Francisco, LLC 1.46% Reduce -36.3% 672,075 $6.8M
UBS Group AG 0.00% Reduce -9.0% 625,086 $6.4M
Creative Planning 0.01% Add +8.9% 607,686 $6.2M
Guardian Capital Advisors LP 0.60% Add +6.8% 600,391 $6.1M
Abn Amro Investment Solutions 0.11% Reduce -11.3% 592,200 $6.0M
Citigroup Inc. 0.01% Reduce -1.7% 561,062 $5.7M
M&T Bank Corp 0.02% Add +0.8% 555,675 $5.7M
Renaissance Technologies 0.01% Add +138.9% 553,911 $5.6M
BNP Paribas Financial Markets 0.01% Add +140.9% 514,746 $5.2M
Millennium Management 0.00% Add +549.4% 478,873 $4.9M
Pathstone Holdings, LLC 0.02% Reduce -2.0% 472,032 $4.8M
HighTower Advisors, LLC 0.01% Add +6.7% 440,317 $4.5M
Ramirez Asset Management, Inc. 0.81% New 413,874 $4.2M
Boston Common Asset Management, LLC 0.11% Reduce -2.0% 411,735 $4.2M
First Trust Direct Indexing L.P. 0.22% Reduce -1.9% 410,916 $4.2M
Dorsey Wright & Associates 0.97% Add +12.0% 403,508 $4.1M
Truist Financial Corp. 0.01% Reduce -5.0% 378,367 $3.9M
Moran Wealth Management, LLC 0.12% Reduce -0.5% 369,980 $3.8M
Eagle Global Advisors LLC 0.18% Reduce -1.0% 361,499 $3.7M
Augustine Asset Management Inc. 1.28% Add +1.5% 358,906 $3.7M
Qube Research & Technologies Ltd 0.01% Reduce -37.8% 351,589 $3.6M
Vanguard Personalized Indexing Management, LLC 0.06% Add +9.8% 344,819 $3.5M
Forum Financial Management, LP 0.06% No change 338,439 $3.4M
Sanctuary Advisors, LLC 0.02% Add +72.0% 280,668 $3.3M
Bessemer Group Inc. 0.01% Add +106.6% 318,958 $3.2M
Atria Investments, Inc 0.04% Add +17.1% 306,507 $3.1M
Synovus Financial Corp. 0.04% Add +24.4% 301,550 $3.1M
PNC Financial Services Group, Inc. 0.00% Add +2.2% 301,488 $3.1M
Baron Capital (BAMCO) 0.01% Reduce -14.0% 295,681 $3.0M
TD Asset Management Inc 0.00% Add +2153.4% 295,281 $3.0M
Mercer Global Advisors Inc. 0.01% Add +3.2% 288,880 $2.9M
Naviter Wealth, LLC 0.39% Add +0.3% 278,721 $2.8M
Capital Wealth Planning, LLC 0.03% Reduce -44.7% 277,670 $2.8M
Samlyn Capital, LLC 0.04% New 269,582 $2.7M
US Bancorp \de 0.00% Add +3.0% 267,689 $2.7M
Pekin Hardy Strauss, Inc. 0.35% Add +19.2% 265,775 $2.7M
JPMorgan Chase & Co. 0.00% Add +41.7% 258,298 $2.6M
Signaturefd, LLC 0.05% Add +2.6% 253,409 $2.6M
Orion Porfolio Solutions, LLC 0.03% Reduce -15.4% 252,466 $2.6M
Orion Portfolio Solutions, LLC 0.03% Reduce -15.4% 252,466 $2.6M
Ameriprise Financial Inc. 0.00% Add +3.3% 240,033 $2.4M
Ritholtz Wealth Management 0.07% Add +14.3% 236,468 $2.4M
Legacy Wealth Asset Management, LLC 0.64% Add +0.1% 235,210 $2.4M
Rhumbline Advisers 0.00% Add +3.2% 233,743 $2.4M
Mariner, LLC 0.00% Add +1.2% 233,372 $2.4M
LPL Financial LLC 0.00% Add +12.3% 218,088 $2.2M
Vident Advisory, LLC 0.06% Add +19.2% 217,283 $2.2M
Alaethes Wealth, LLC 0.80% Add +4.9% 213,866 $2.2M
Avantax Advisory Services, Inc. 0.01% Add +2.2% 210,825 $2.1M
Ethic Inc. 0.05% Reduce -8.1% 207,686 $2.1M
Altman Advisors, Inc. 0.92% Add +0.2% 202,665 $2.1M
Exencial Wealth Advisors, LLC 0.07% Add +81.8% 194,334 $2.0M
AQR Capital Management 0.00% Add +20.6% 192,032 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -8.5% 188,032 $1.9M
Cresset Asset Management, LLC 0.01% Add +21.5% 180,695 $1.8M
Qtron Investments LLC 0.24% No change 172,649 $1.8M
Madison Asset Management, LLC 0.02% New 171,978 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -2.0% 165,432 $1.7M
Townsquare Capital LLC 0.02% Add +1.7% 159,859 $1.6M
Rokos Capital Management LLP 0.06% New 159,784 $1.6M
Greenleaf Trust 0.01% Add +2.5% 152,105 $1.5M
Lockheed Martin Investment Management Co. 0.07% Reduce -6.6% 150,370 $1.5M

"% 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 418 holders