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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +87,694 | +7.4% | 1,276,427 | $25.43M | Q2 2026 | Oct 27, 2026 |
| Gibbs Wealth Management | Sell | -2,082 | -9.1% | 20,857 | $414.84K | Q2 2026 | Oct 21, 2026 |
| Envestnet Asset Management Inc | Sell | -263,620 | -5.2% | 4,822,539 | $95.92M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +181,696 | +28.6% | 817,288 | $16.26M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +2,609 | +10.7% | 27,007 | $537.17K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,689 | +2.4% | 71,151 | $1.42M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +574 | +7.7% | 8,017 | $159.46K | Q2 2026 | Sep 04, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -2 | -1.2% | 169 | $3.36K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +328 | +34.5% | 1,278 | $25.42K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -3,032 | -1.8% | 161,200 | $3.21M | Q2 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -87 | -0.6% | 15,124 | $300.82K | Q2 2026 | Aug 26, 2026 |
| Rehmann Capital Advisory Group | Sell | -1,958 | -4.0% | 46,523 | $925.36K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +33,133 | +8.7% | 415,270 | $8.26M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +205 | +1.2% | 17,512 | $348.31K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -64,343 | -51.0% | 61,909 | $1.23M | Q2 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Buy | +60 | +1.5% | 3,954 | $79.00 | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Buy | +11,055 | — | 11,055 | $219.88K | Q2 2026 | Aug 17, 2026 |
| Brasada Capital Management, Lp | Buy | +8,403 | +3.0% | 290,891 | $5.79M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +6,528 | +5.8% | 119,506 | $2.38M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +5,484 | +53.6% | 15,713 | $312.53K | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +520 | +4.4% | 12,212 | $242.90K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +14 | +0.1% | 17,593 | $349.93K | Q2 2026 | Aug 17, 2026 |
| Aristotle Capital Management, Llc | Sell | -3,286,319 | -6.4% | 48,170,066 | $958.10M | Q2 2026 | Aug 14, 2026 |
| Toronto Dominion Bank | Sell | -3,253,546 | -94.2% | 199,997 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +810,053 | — | 810,053 | $16.11M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +590,238 | +38.1% | 2,140,236 | $42.57M | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Buy | +585,289 | +145.8% | 986,652 | $19.53M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +522,637 | — | 522,637 | $10.40M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +491,654 | +3.4% | 14,874,982 | $295.86M | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Planning, Llc | Buy | +360,611 | +21.2% | 2,059,506 | $40.96M | Q2 2026 | Aug 14, 2026 |
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.
Related MUFG Institutional Insights
- MUFG Overview
- MUFG 13F Institutional Holders
- MUFG Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- MUFG Insider Trading & SEC Form 4 Activity
- MUFG Articles
- Top Institutional Investor Stock Rankings