Mitsubishi Ufj Finl-Spon ADRMUFG

13F holders, Q4 2024 (December 31)
437holders +19
48new positions
37sold out
7famous investors
$11.72avg. 13F price*

At the end of Q4 2024, 437 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 19 from Q3 2024. 48 opened new positions and 37 sold out. The largest holders were Aristotle Capital Management, LLC ($740.1M), Bank of America Corp. ($230.9M) and Goldman Sachs Group Inc. ($144.9M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions48$24.1M
Exits37$30.0M

All 13F filers, Q3 2024 → Q4 2024: 16,655,012 shares bought and 9,364,740 shares sold, net +7,290,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 437 holders

Aristotle Capital Management, LLC 1.43% Reduce -1.9% 63,144,211 $740.1M
Bank of America Corp. 0.02% Reduce -3.5% 19,700,795 $230.9M
Goldman Sachs Group Inc. 0.03% Reduce -4.5% 12,363,749 $144.9M
Northern Trust Corp. 0.02% Add +46.5% 10,522,079 $123.3M
Natixis Advisors, LLC 0.22% Add +5.4% 9,850,891 $115.5M
Fisher Asset Management 0.04% Reduce -0.1% 7,848,706 $92.0M
BlackRock, Inc. 0.00% Add +4.9% 7,386,139 $86.6M
Morgan Stanley 0.01% Reduce -1.1% 7,283,895 $85.4M
Royal Bank of Canada 0.02% Add +40.4% 6,021,271 $70.6M
Chevy Chase Trust Holdings, LLC 0.21% Add +4.2% 5,950,256 $69.7M
Dimensional Fund Advisors LP 0.01% Reduce -4.1% 5,345,025 $62.6M
FMR LLC 0.00% Add +7.0% 5,311,280 $62.2M
Envestnet Asset Management Inc. 0.02% Add +7.0% 4,806,932 $56.3M
Sei Investments Co. 0.06% Add +1.6% 4,092,847 $48.0M
Todd Asset Management LLC 1.14% Add +0.6% 4,069,663 $47.7M
Clearbridge Investments, LLC 0.04% Add +325.9% 3,822,530 $44.8M
Wells Fargo & Company 0.01% Add +9.8% 2,556,797 $30.0M
Teachers Retirement System of the State of Kentucky 0.26% Add +7.2% 2,509,710 $29.4M
Raymond James Financial Inc. 0.01% — 2,495,873 $29.3M
Stifel Financial Corp. 0.02% Add +0.0% 1,956,844 $22.9M
American Century Companies Inc. 0.01% Add +5.7% 1,868,197 $21.9M
UBS Group AG 0.00% Add +98.4% 1,240,024 $14.5M
Brandes Investment Partners, LP 0.16% Reduce -1.4% 1,239,508 $14.5M
Thornburg Investment Management Inc. 0.19% Add +9.0% 1,217,101 $14.3M
Invesco Ltd. 0.00% Reduce -26.5% 1,208,409 $14.2M
Neuberger Berman Group LLC 0.01% Add +2.5% 1,192,889 $14.0M
Bank of New York Mellon Corp 0.00% Add +17.7% 1,090,733 $12.8M
Artemis Investment Management LLP 0.15% New 928,337 $10.9M
Quantinno Capital Management LP 0.10% Add +12.0% 893,252 $10.5M
Crossmark Global Holdings, Inc. 0.19% Add +0.9% 874,187 $10.2M
Edge Capital Group, LLC 0.46% Reduce -0.1% 871,152 $10.2M
Massachusetts Financial Services Co. 0.00% Add +5.0% 837,745 $9.8M
Charles Schwab Investment Management Inc. 0.00% Add +19.6% 836,827 $9.8M
QRG Capital Management, Inc. 0.09% Add +11.8% 768,195 $9.0M
Creative Planning 0.01% Add +25.0% 759,421 $8.9M
O'shaughnessy Asset Management, LLC 0.07% Reduce -1.7% 748,390 $8.8M
Cibc World Market Inc. 0.02% Reduce -0.1% 731,561 $8.6M
Millennium Management 0.01% Add +50.7% 721,805 $8.5M
Cerity Partners LLC 0.02% Reduce -4.2% 783,997 $8.4M
Federated Hermes, Inc. 0.02% Reduce -25.9% 643,448 $7.5M
Guardian Partners Inc. 0.72% — 585,173 $7.1M
Citigroup Inc. 0.01% Add +3.0% 577,696 $6.8M
Renaissance Technologies 0.01% Add +1.4% 561,631 $6.6M
M&T Bank Corp 0.02% Reduce -4.5% 530,503 $6.2M
Pathstone Holdings, LLC 0.03% Add +6.7% 503,718 $5.9M
Abn Amro Investment Solutions 0.10% Reduce -20.6% 470,500 $5.5M
HighTower Advisors, LLC 0.01% Add +1.2% 445,574 $5.2M
Ramirez Asset Management, Inc. 1.01% Add +3.1% 426,850 $5.0M
First Trust Advisors LP 0.00% Add +1134.3% 410,504 $4.8M
Truist Financial Corp. 0.01% Add +5.7% 399,973 $4.7M
Vanguard Personalized Indexing Management, LLC 0.07% Add +13.7% 392,011 $4.6M
Orion Porfolio Solutions, LLC 0.05% Add +54.4% 389,690 $4.6M
Orion Portfolio Solutions, LLC 0.05% Add +54.4% 389,690 $4.6M
JPMorgan Chase & Co. 0.00% Add +50.8% 389,603 $4.6M
Toronto Dominion Bank 0.01% New 386,100 $4.5M
Boston Common Asset Management, LLC 0.13% Reduce -9.6% 372,409 $4.4M
Eagle Global Advisors LLC 0.17% Add +0.5% 363,134 $4.3M
Moran Wealth Management, LLC 0.14% Reduce -2.0% 362,548 $4.2M
Forum Financial Management, LP 0.07% Add +5.7% 357,561 $4.2M
Augustine Asset Management Inc. 1.08% Reduce -2.4% 350,213 $4.1M
Atria Investments, Inc 0.05% Add +10.6% 339,080 $4.0M
LPL Financial LLC 0.00% Add +52.9% 333,403 $3.9M
Mercer Global Advisors Inc. 0.01% Add +14.9% 331,878 $3.9M
US Bancorp \de 0.01% Add +23.5% 330,576 $3.9M
Sanctuary Advisors, LLC 0.02% Add +6.3% 298,486 $3.8M
Capital Wealth Planning, LLC 0.03% Add +15.0% 319,363 $3.7M
Dorsey Wright & Associates 0.88% Reduce -22.4% 313,307 $3.7M
Bessemer Group Inc. 0.01% Reduce -2.1% 312,211 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +1.3% 305,406 $3.6M
Synovus Financial Corp. 0.04% Reduce -0.9% 298,842 $3.5M
Baron Capital (BAMCO) 0.01% No change 295,681 $3.5M
Qube Research & Technologies Ltd 0.01% Reduce -16.9% 292,359 $3.4M
Signaturefd, LLC 0.06% Add +4.8% 265,563 $3.1M
Ameriprise Financial Inc. 0.00% Add +9.5% 262,837 $3.1M
Pekin Hardy Strauss, Inc. 0.39% Reduce -2.1% 260,275 $3.1M
Townsquare Capital LLC 0.03% Add +56.7% 250,537 $2.9M
Naviter Wealth, LLC 0.35% Reduce -10.4% 249,806 $2.9M
MML Investors Services, LLC 0.01% Add +80.0% 246,690 $2.9M
TD Asset Management Inc 0.00% Reduce -18.4% 240,845 $2.8M
Rhumbline Advisers 0.00% Add +0.1% 233,925 $2.7M
AQR Capital Management 0.00% Add +21.3% 232,979 $2.7M
Mariner, LLC 0.00% Reduce -1.2% 230,504 $2.7M
Legacy Wealth Asset Management, LLC 0.73% Reduce -2.5% 229,407 $2.7M
Avantax Advisory Services, Inc. 0.02% Add +8.4% 228,642 $2.7M
Ritholtz Wealth Management 0.08% Reduce -7.0% 219,830 $2.6M
Alaethes Wealth, LLC 0.90% Add +0.4% 214,817 $2.5M
Ethic Inc. 0.05% Add +2.1% 212,082 $2.5M
Vise Technologies, Inc. 0.20% Add +70.4% 202,221 $2.4M
Vident Advisory, LLC 0.04% Reduce -7.7% 200,555 $2.4M
Altman Advisors, Inc. 1.00% Reduce -1.1% 200,524 $2.4M
Exencial Wealth Advisors, LLC 0.09% Add +1.4% 196,987 $2.3M
Yousif Capital Management, LLC 0.02% No change 188,032 $2.2M
Qtron Investments LLC 0.29% Add +3.8% 179,123 $2.1M
Madison Asset Management, LLC 0.02% Add +1.1% 173,804 $2.0M
Madison Investment Advisors, LLC 0.02% — 173,804 $2.0M
Whittier Trust Co. 0.02% Add +50.5% 154,941 $1.8M
Greenleaf Trust 0.02% Add +0.9% 153,470 $1.8M
Rockefeller Capital Management L.P. 0.00% Add +182.6% 152,526 $1.8M
Lockheed Martin Investment Management Co. 0.07% No change 150,370 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -11.7% 146,152 $1.7M

"% 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 437 holders