Question 1

What percentage of MUFG is owned by institutions?

Accepted Answer

Based on Q1 2026 13F filings, institutional ownership of Mitsubishi UFJ Financial Group, Inc. stands at 2.4%, held across 526 reporting institutions.

Question 2

Who is the largest institutional holder of MUFG?

Accepted Answer

Fisher Asset Management, LLC is the largest reported institutional holder of MUFG, with approximately 95,689,304 shares worth $1.62B as of Q1 2026.

Question 3

Is MUFG a hedge fund favorite?

Accepted Answer

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MUFG, including Fisher Asset Management, LLC.

Question 4

What is MUFG's Smart Money Score?

Accepted Answer

Our composite Smart Money Score for MUFG is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

Question 5

How many institutions bought MUFG this quarter?

Accepted Answer

75 institutions opened new positions in MUFG during Q1 2026, while 71 fully exited. 365 added to existing positions and 83 trimmed.

Question 6

How is institutional ownership of MUFG changing?

Accepted Answer

MUFG institutional ownership rose by 0.16 percentage points quarter-over-quarter, with a net change of +4 holders.

Question 7

How concentrated is MUFG ownership among the top holders?

Accepted Answer

The top 10 institutions account for 68.9% of all reported 13F value in MUFG, and the top 25 account for 83.7%.

Question 8

Where does this MUFG institutional ownership data come from?

Accepted Answer

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.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	Fisher Asset Management, LLC	95.7M	$1.62B	+2.6%	0.848%	0.55%
2	Aristotle Capital Management, LLC	51.5M	$873.2M	-4.5%	0.456%	1.83%
3	GOLDMAN SACHS GROUP INC	14.4M	$244.1M	+2.6%	0.127%	0.03%
4	BANK OF AMERICA CORP /DE/	12.2M	$207.5M	-7.1%	0.108%	0.02%
5	NORTHERN TRUST CORP	11.4M	$193.7M	+0.7%	0.101%	0.03%
6	BlackRock, Inc.	11.1M	$188.6M	+8.4%	0.099%	0.00%
7	FMR LLC	8.4M	$142.1M	+38.0%	0.074%	0.01%
8	Clearbridge Investments, LLC	7.0M	$118.0M	+3.3%	0.062%	0.10%
9	MORGAN STANLEY	6.9M	$117.1M	-0.1%	0.061%	0.01%
10	ROYAL BANK OF CANADA	6.3M	$107.2M	+5.7%	0.056%	0.02%
11	Chevy Chase Trust Holdings, Inc.	6.2M	$105.0M	+2.9%	0.055%	0.30%
12	ENVESTNET ASSET MANAGEMENT INC	5.1M	$86.3M	+22.5%	0.045%	0.02%
13	FIL Ltd	4.8M	$82.2M	-3.6%	0.043%	0.06%
14	TODD ASSET MANAGEMENT LLC	4.1M	$68.9M	+0.2%	0.036%	1.35%
15	SEI INVESTMENTS CO	3.7M	$62.6M	-4.5%	0.033%	0.06%
16	TORONTO DOMINION BANK	3.5M	$58.6M	-28.3%	0.031%	0.08%
17	Aviso Financial Inc.	3.4M	$58.5M	—	0.030%	2.08%
18	AMERICAN CENTURY COMPANIES INC	3.4M	$57.3M	+14.2%	0.030%	0.03%
19	WELLS FARGO & COMPANY/MN	2.5M	$43.2M	+5.6%	0.022%	0.01%
20	Quantinno Capital Management LP	2.4M	$40.7M	+21.4%	0.021%	0.07%
21	UBS Group AG	2.3M	$38.5M	-3.5%	0.020%	0.01%
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.9M	$33.1M	+19.1%	0.017%	0.01%
23	DIMENSIONAL FUND ADVISORS LP	1.9M	$32.9M	-1.7%	0.017%	0.01%
24	Capital Wealth Planning, LLC	1.7M	$28.8M	+54.6%	0.015%	0.16%
25	AQR CAPITAL MANAGEMENT LLC	1.5M	$26.3M	+32.3%	0.014%	0.01%

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	526	+0.8%	2.43%	+0.16 pp	$5.54B	+7.4%
Q4 2025	522	+8.1%	2.27%	+0.04 pp	$5.16B	+1.8%
Q3 2025	483	0.2%	2.23%	+0.09 pp	$5.07B	+3.9%
Q2 2025	484	+9.0%	2.14%	+0.33 pp	$4.88B	+19%
Q1 2025	444	+3.5%	1.81%	+0.69 pp	$4.11B	+61%
Q4 2024	429	+5.1%	1.12%	+0.17 pp	$2.56B	+19%
Q3 2024	408	+3.3%	0.95%	0.21 pp	$2.15B	19%
Q2 2024	395	—	1.16%	—	$2.65B	—

Mitsubishi UFJ Financial Group, Inc. (MUFG) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of MUFG

Quarterly Institutional Activity

MUFG Institutional Ownership by Quarter

MUFG — Frequently Asked Questions