Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in MUFG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 97.9M | $1.95B | +2.3% | 0.868% | 0.58% |
| 2 | Aristotle Capital Management, LLC | 48.2M | $958.1M | -6.4% | 0.427% | 2.01% |
| 3 | GOLDMAN SACHS GROUP INC | 14.9M | $295.9M | +3.4% | 0.132% | 0.03% |
| 4 | BlackRock, Inc. | 13.1M | $260.0M | +17.6% | 0.116% | 0.00% |
| 5 | BANK OF AMERICA CORP /DE/ | 12.5M | $248.1M | +2.0% | 0.111% | 0.02% |
| 6 | NORTHERN TRUST CORP | 11.1M | $220.1M | -3.1% | 0.098% | 0.03% |
| 7 | FMR LLC | 9.2M | $182.7M | +9.7% | 0.082% | 0.01% |
| 8 | MORGAN STANLEY | 6.9M | $137.0M | -0.2% | 0.061% | 0.01% |
| 9 | ROYAL BANK OF CANADA | 6.4M | $128.2M | +2.1% | 0.057% | 0.02% |
| 10 | Chevy Chase Trust Holdings, LLC | 6.3M | $124.8M | +1.4% | 0.056% | 0.32% |
| 11 | Clearbridge Investments, LLC | 5.7M | $113.8M | -17.7% | 0.051% | 0.09% |
| 12 | FIL Ltd | 5.7M | $112.7M | +17.0% | 0.050% | 0.08% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4.8M | $95.9M | -5.2% | 0.043% | 0.01% |
| 14 | TODD ASSET MANAGEMENT LLC | 4.0M | $80.1M | -0.8% | 0.036% | 1.42% |
| 15 | AMERICAN CENTURY COMPANIES INC | 3.6M | $71.9M | +7.2% | 0.032% | 0.03% |
| 16 | SEI INVESTMENTS CO | 3.6M | $70.7M | -3.7% | 0.032% | 0.06% |
| 17 | Aviso Financial Inc. | 3.4M | $67.8M | -1.1% | 0.030% | 2.36% |
| 18 | JPMORGAN CHASE & CO | 3.2M | $64.0M | +12.9% | 0.028% | 0.00% |
| 19 | Quantinno Capital Management LP | 3.0M | $59.0M | +23.5% | 0.026% | 0.07% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.3M | $45.0M | +16.0% | 0.020% | 0.01% |
| 21 | WELLS FARGO & COMPANY/MN | 2.3M | $44.9M | -11.3% | 0.020% | 0.01% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 2.1M | $42.6M | +38.1% | 0.019% | 0.01% |
| 23 | Capital Wealth Planning, LLC | 2.1M | $41.0M | +21.2% | 0.018% | 0.20% |
| 24 | UBS Group AG | 1.9M | $37.3M | -17.4% | 0.017% | 0.00% |
| 25 | DIMENSIONAL FUND ADVISORS LP | 1.8M | $36.7M | -4.8% | 0.016% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MUFG — a direct measure of their conviction.
Filings activity in MUFG during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new MUFG position in Q2 2026
Institutions that fully closed their MUFG position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 578 | +6.8% | 3.01% | 0.01 pp | $6.62B | +17% |
| Q1 2026 | 541 | +3.6% | 3.02% | +0.08 pp | $5.67B | +9.9% |
| Q4 2025 | 522 | +8.1% | 2.94% | 0.03 pp | $5.16B | +1.8% |
| Q3 2025 | 483 | 0.2% | 2.97% | +0.00 pp | $5.07B | +3.9% |
| Q2 2025 | 484 | +9.0% | 2.97% | +0.23 pp | $4.88B | +19% |
| Q1 2025 | 444 | +3.5% | 2.74% | +0.67 pp | $4.11B | +61% |
| Q4 2024 | 429 | +5.1% | 2.07% | +0.08 pp | $2.56B | +19% |
| Q3 2024 | 408 | — | 1.99% | — | $2.15B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MUFG stock.
Based on Q2 2026 13F filings, institutional ownership of Mitsubishi UFJ Financial Group, Inc. stands at 3.0%, held across 578 reporting institutions.
Fisher Asset Management, LLC is the largest reported institutional holder of MUFG, with approximately 97,910,346 shares worth $1.95B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MUFG, including Fisher Asset Management, LLC.
Our composite Smart Money Score for MUFG is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
78 institutions opened new positions in MUFG during Q2 2026, while 40 fully exited. 434 added to existing positions and 53 trimmed.
MUFG institutional ownership fell by 0.01 percentage points quarter-over-quarter, with a net change of +37 holders.
The top 10 institutions account for 68.0% of all reported 13F value in MUFG, and the top 25 account for 82.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Mitsubishi UFJ Financial Group, Inc. (MUFG) Institutional Ownership