Mitsubishi Ufj Finl-Spon ADRMUFG
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $24.1M |
| Exits | 37 | $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.