MITSUBISHI UFJ FINL-SPON ADR (MUFG) Institutional Ownership Changes & 13F Activity

MITSUBISHI UFJ FINL-SPON ADR (MUFG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aristotle Capital Management, Llc, Toronto Dominion Bank, Invesco Ltd., Aqr Capital Management Llc, and Curi Capital, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+87,694+7.4%1,276,427$25.43MQ2 2026Oct 27, 2026
Gibbs Wealth ManagementSell-2,082-9.1%20,857$414.84KQ2 2026Oct 21, 2026
Envestnet Asset Management IncSell-263,620-5.2%4,822,539$95.92MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+181,696+28.6%817,288$16.26MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+2,609+10.7%27,007$537.17KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+1,689+2.4%71,151$1.42MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+574+7.7%8,017$159.46KQ2 2026Sep 04, 2026
Brown, Lisle/Cummings, Inc.Sell-2-1.2%169$3.36KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+328+34.5%1,278$25.42KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-3,032-1.8%161,200$3.21MQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-87-0.6%15,124$300.82KQ2 2026Aug 26, 2026
Rehmann Capital Advisory GroupSell-1,958-4.0%46,523$925.36KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+33,133+8.7%415,270$8.26MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+205+1.2%17,512$348.31KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-64,343-51.0%61,909$1.23MQ2 2026Aug 18, 2026
Pin Oak Investment Advisors IncBuy+60+1.5%3,954$79.00Q2 2026Aug 18, 2026
Empowered Funds, LlcBuy+11,055—11,055$219.88KQ2 2026Aug 17, 2026
Brasada Capital Management, LpBuy+8,403+3.0%290,891$5.79MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+6,528+5.8%119,506$2.38MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+5,484+53.6%15,713$312.53KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+520+4.4%12,212$242.90KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+14+0.1%17,593$349.93KQ2 2026Aug 17, 2026
Aristotle Capital Management, LlcSell-3,286,319-6.4%48,170,066$958.10MQ2 2026Aug 14, 2026
Toronto Dominion BankSell-3,253,546-94.2%199,997$3.98MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+810,053—810,053$16.11MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+590,238+38.1%2,140,236$42.57MQ2 2026Aug 14, 2026
Curi Capital, LlcBuy+585,289+145.8%986,652$19.53MQ2 2026Aug 14, 2026
Barclays PlcBuy+522,637—522,637$10.40MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+491,654+3.4%14,874,982$295.86MQ2 2026Aug 14, 2026
Capital Wealth Planning, LlcBuy+360,611+21.2%2,059,506$40.96MQ2 2026Aug 14, 2026
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Frequently asked questions about MUFG activity

  • Which institutional owners are buying MUFG?

    Institutional owners buying MUFG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MUFG activity?

    "Buy" means an investor increased their reported position in MUFG compared to the prior reporting period. This reflects growing exposure to MITSUBISHI UFJ FINL-SPON ADR (MUFG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MUFG increasing?

    Institutional interest in MUFG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.