Mitsubishi UFJ Financial Group, Inc. (MUFG) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership increased this quarter (+0.16 pp), though top 10 holders maintain a highly concentrated 68.9% of institutional value.
Institutional Ownership2.4%$5.5B total value · ▲ +0.16 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score49 / 100Neutral
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow526 holders+4 net flow (+75 / -71)
AI Insights & Key Takeaways
- Positive Institutional Flow (+4)
- Fisher Asset Management, Llc maintains a significant position
- Top 10 holders control 68.9% of institutional value
- No Insider Signal
Top Institutional Holders of MUFG
Ranked by reported Q1 2026 13F market value
Top 10 Holders
68.9%
Top 25 Holders
83.7%
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 | 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% |
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.
Quarterly Institutional Activity
Filings activity in MUFG during Q1 2026, grouped by how each filer changed its position.
- JPMORGAN CHASE & CO$39.5M
- JANE STREET GROUP, LLC$17.9M
- CITADEL ADVISORS LLC$15.4M
- DV EQUITIES, LLC$13.5M
- TUDOR INVESTMENT CORP ET AL$9.0M
- Journey Advisory Group, LLC$8.1M
- OLD MISSION CAPITAL LLC$6.9M
- Forum Financial Management, LP$5.1M
- Point72 Asset Management, L.P.$3.6M
- Alaethes Wealth LLC$3.1M
- Campbell & CO Investment Adviser LLC$2.7M
- Walleye Capital LLC$2.2M
MUFG Institutional Ownership by Quarter
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 |
|---|---|---|---|---|---|---|
| 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 | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
MUFG — Frequently Asked Questions
Quick answers to the most common questions about buying MUFG stock.
What percentage of MUFG is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Mitsubishi UFJ Financial Group, Inc. stands at 2.4%, held across 526 reporting institutions.
Who is the largest institutional holder of MUFG?
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.
Is MUFG a hedge fund favorite?
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MUFG, including Fisher Asset Management, LLC.
What is MUFG's Smart Money Score?
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.
How many institutions bought MUFG this quarter?
75 institutions opened new positions in MUFG during Q1 2026, while 71 fully exited. 365 added to existing positions and 83 trimmed.
How is institutional ownership of MUFG changing?
MUFG institutional ownership rose by 0.16 percentage points quarter-over-quarter, with a net change of +4 holders.
How concentrated is MUFG ownership among the top holders?
The top 10 institutions account for 68.9% of all reported 13F value in MUFG, and the top 25 account for 83.7%.
Where does this MUFG institutional ownership data come from?
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.