Mitsubishi UFJ Financial Group (MUFG) Institutional Ownership

$10.03
+0.27 (+2.77%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Mitsubishi UFJ Financial Group (NYSE:MUFG)

Current
Institutional Ownership
Percentage
13.59%
Number of
Institutional Buyers
(last 12 months)
219
Total
Institutional Inflows
(last 12 months)
$338.39M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$57.06M
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MUFG Institutional Buying and Selling by Quarter

Mitsubishi UFJ Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 B. Riley Wealth Advisors Inc.15,120$155K0.0%N/A0.000%
5/15/2024 SVB Wealth LLC32,755$335K0.0%-8.3%0.000%
5/15/2024 Bamco Inc. NY460,144$4.71M0.0%-44.2%0.004%
5/15/2024 Price T Rowe Associates Inc. MD642,863$6.58M0.0%+3.4%0.005%
5/15/2024 LRI Investments LLC14,175$146K0.0%N/A0.000%
5/15/2024 Guardian Capital Advisors LP418,536$4.05M0.4%-7.3%0.003%
5/14/2024 Herr Investment Group LLC1,410,464$14.43M3.8%+38.6%0.011%
5/14/2024 Lake Street Advisors Group LLC27,459$281K0.0%+16.9%0.000%
5/13/2024 Bessemer Group Inc.14,860$152K0.0%+27.4%0.000%
5/13/2024 Thornburg Investment Management Inc.435,141$4.45M0.1%-1.4%0.004%
5/13/2024 Clearbridge Investments LLC891,827$9.12M0.0%-1.5%0.007%
5/13/2024 O Shaughnessy Asset Management LLC662,715$6.78M0.1%+23.4%0.005%
5/9/2024 Forum Financial Management LP338,439$3.46M0.1%+2.0%0.003%
5/9/2024 Orion Portfolio Solutions LLC282,277$2.89M0.0%-3.2%0.002%
5/8/2024 Cozad Asset Management Inc.25,906$265K0.0%-5.0%0.000%
5/8/2024 Bleakley Financial Group LLC65,411$669K0.0%+9.9%0.001%
5/8/2024 US Bancorp DE251,857$2.58M0.0%-7.1%0.002%
5/8/2024 Russell Investments Group Ltd.33,690$345K0.0%+45.3%0.000%
5/8/2024 QRG Capital Management Inc.657,724$6.73M0.1%+10.4%0.005%
5/8/2024 Headlands Technologies LLC13,200$135K0.0%N/A0.000%
5/7/2024 Verus Capital Partners LLC21,200$217K0.0%-15.9%0.000%
5/7/2024 Sei Investments Co.3,054,328$31.25M0.0%+3.0%0.025%
5/7/2024 Atomi Financial Group Inc.110,927$1.14M0.1%+16.2%0.001%
5/7/2024 Capital Wealth Planning LLC454,363$4.65M0.0%+25.7%0.004%
5/7/2024 Oppenheimer Asset Management Inc.44,832$459K0.0%-16.8%0.000%
5/6/2024 Envestnet Portfolio Solutions Inc.92,569$947K0.0%+2.3%0.001%
5/4/2024 9258 Wealth Management LLC17,105$175K0.0%N/A0.000%
5/4/2024 Team Hewins LLC29,306$300K0.0%-15.9%0.000%
5/3/2024 Signaturefd LLC243,862$2.50M0.1%+7.5%0.002%
5/3/2024 Catalina Capital Group LLC17,047$174K0.1%N/A0.000%
5/3/2024 Callan Capital LLC36,381$372K0.0%+60.3%0.000%
5/3/2024 Rehmann Capital Advisory Group73,969$757K0.1%-4.8%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC5,661,392$57.92M0.2%+602.7%0.046%
5/3/2024 Whittier Trust Co. of Nevada Inc.3,788$39K0.0%N/A0.000%
5/3/2024 Whittier Trust Co.72,304$740K0.0%+45.0%0.001%
5/2/2024 Financial Counselors Inc.42,066$430K0.0%+16.1%0.000%
5/2/2024 Fidelis Capital Partners LLC17,279$177K0.0%+14.8%0.000%
5/1/2024 Capstone Investment Advisors LLC33,529$343K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC101,410$1.04M0.0%+5.4%0.001%
5/1/2024 BNP Paribas Financial Markets185,829$1.90M0.0%+19.2%0.002%
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5/1/2024 Ballast Advisors LLC61,790$632K0.2%N/A0.001%
5/1/2024 Mission Wealth Management LP21,220$217K0.0%+40.4%0.000%
5/1/2024 Sequoia Financial Advisors LLC61,717$631K0.0%+7.0%0.001%
5/1/2024 Diversify Advisory Services LLC94,256$941K0.1%N/A0.001%
4/30/2024 Private Advisor Group LLC75,224$770K0.0%-3.8%0.001%
4/30/2024 Norden Group LLC19,715$202K0.0%N/A0.000%
4/30/2024 Caprock Group LLC51,661$528K0.0%-3.0%0.000%
4/30/2024 Allspring Global Investments Holdings LLC38,724$396K0.0%+156.5%0.000%
4/30/2024Commonwealth Equity Services LLC100,419$1.03M0.0%+3.8%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.44,219$453K0.0%+51.8%0.000%
4/29/2024 Onyx Bridge Wealth Group LLC10,000$99K0.0%N/A0.000%
4/26/2024 Yousif Capital Management LLC213,260$2.18M0.0%-4.7%0.002%
4/26/2024 Augustine Asset Management Inc.228,904$2.34M1.0%-3.3%0.002%
4/26/2024 Checchi Capital Advisers LLC69,673$713K0.1%-1.8%0.001%
4/25/2024 Lindbrook Capital LLC31,516$322K0.0%+8.2%0.000%
4/25/2024 Aaron Wealth Advisors LLC60,186$616K0.1%+72.9%0.000%
4/25/2024 Valeo Financial Advisors LLC36,939$372K0.0%+5.9%0.000%
4/24/2024 Premier Path Wealth Partners LLC11,773$120K0.0%N/A0.000%
4/24/2024 Simplicity Wealth LLC65,219$667K0.0%N/A0.001%
4/23/2024 Fifth Third Bancorp118,749$1.22M0.0%+13.2%0.001%
4/23/2024 Sapient Capital LLC14,800$151K0.0%-48.8%0.000%
4/22/2024 Raymond James & Associates2,421,565$24.77M0.0%-3.5%0.020%
4/22/2024 Everpar Advisors LLC35,705$365K0.2%-47.1%0.000%
4/19/2024 Legacy Wealth Asset Management LLC244,160$2.50M0.7%-0.5%0.002%
4/19/2024 First Trust Direct Indexing L.P.413,772$4.23M0.3%-3.4%0.003%
4/19/2024 Norden Group LLC216,865$2.22M0.0%N/A0.002%
4/18/2024 Naviter Wealth LLC262,208$2.68M0.4%+13.4%0.002%
4/18/2024 Allspring Global Investments Holdings LLC38,724$396K0.0%+156.5%0.000%
4/18/2024 Hexagon Capital Partners LLC6,570$67K0.0%+29.1%0.000%
4/18/2024 Claro Advisors LLC30,033$307K0.1%+8.4%0.000%
4/16/2024 180 Wealth Advisors LLC27,381$280K0.1%+4.4%0.000%
4/16/2024 Vanguard Capital Wealth Advisors14,000$143K0.1%-9.7%0.000%
4/15/2024 Atlas Capital Advisors LLC75,376$771K0.1%+14.7%0.001%
4/11/2024 Ballentine Partners LLC46,401$475K0.0%+7.0%0.000%
4/11/2024 &PARTNERS19,662$201K0.0%N/A0.000%
4/11/2024 First Affirmative Financial Network18,525$190K0.1%-8.7%0.000%
4/11/2024 Shilanski & Associates Inc.33,457$342K0.1%N/A0.000%
4/11/2024 BTC Capital Management Inc.101,201$1.04M0.1%N/A0.001%
4/10/2024 Aprio Wealth Management LLC17,670$181K0.0%+11.8%0.000%
4/10/2024 VanderPol Investments L.L.C.19,211$197K0.6%-21.3%0.000%
4/10/2024 Park Avenue Securities LLC95,671$979K0.0%-1.1%0.001%
4/9/2024 Rise Advisors LLC2,594$27K0.0%N/A0.000%
4/5/2024 GAMMA Investing LLC21,865$224K0.0%+16.9%0.000%
4/5/2024 NBC Securities Inc.25,283$258K0.0%-18.7%0.000%
4/1/2024 Confluence Investment Management LLC92,156$943K0.0%N/A0.001%
3/26/2024 HighPoint Advisor Group LLC16,687$144K0.0%N/A0.000%
3/15/2024 VanderPol Investments L.L.C.24,397$210K0.7%N/A0.000%
3/5/2024 Fisher Asset Management LLC6,730,968$57.95M0.0%N/A0.055%
3/1/2024 Goldman Sachs Group Inc.11,508,806$99.09M0.0%+1.0%0.093%
2/28/2024 Abel Hall LLC17,394$150K0.1%N/A0.000%
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One company holds a near-total monopoly on it.
2/26/2024Teachers Retirement System of The State of Kentucky1,937,140$16.68M0.2%-2.8%0.016%
2/20/2024 Sunpointe LLC12,204$105K0.1%N/A0.000%
2/15/2024 Georgetown University197,539$1.70M0.6%+1.3%0.002%
2/14/2024 Tiger Pacific Capital LP126,161$1.09M0.2%N/A0.001%
2/14/2024 AdvisorShares Investments LLC98,258$846K0.2%N/A0.001%
2/14/2024 Angeles Investment Advisors LLC36,072$311K0.0%+3.7%0.000%
2/13/2024 Crossmark Global Holdings Inc.740,247$6.37M0.1%+2.1%0.006%
2/13/2024 Lake Street Advisors Group LLC23,494$202K0.0%-14.6%0.000%
2/13/2024 Goldman Sachs Group Inc.11,508,806$99.09M0.0%+1.0%0.093%
2/13/2024 Dorsey Wright & Associates389,837$3.36M1.0%-7.4%0.003%
(Data available from 1/1/2016 forward)

MUFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MUFG shares?

During the previous two years, 315 institutional investors and hedge funds held shares of Mitsubishi UFJ Financial Group. The most heavily invested institutionals were Bank of America Corp DE ($124.99M), Natixis Advisors L.P. ($101.49M), Goldman Sachs Group Inc. ($99.09M), Fisher Asset Management LLC ($57.95M), Chevy Chase Trust Holdings LLC ($57.92M), Northern Trust Corp ($55.38M), and Dimensional Fund Advisors LP ($50.57M).Learn more on MUFG's institutional investors.

What percentage of Mitsubishi UFJ Financial Group stock is owned by institutional investors?

13.59% of Mitsubishi UFJ Financial Group stock is owned by institutional investors. Learn more on MUFG's institutional investor holdings.

Which institutional investors have been buying Mitsubishi UFJ Financial Group stock?

Of the 286 institutional investors that purchased Mitsubishi UFJ Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($13.46M), Bank of America Corp DE ($6.21M), Chevy Chase Trust Holdings LLC ($5.66M), Natixis Advisors L.P. ($5.24M), Teachers Retirement System of The State of Kentucky ($2.78M), Capricorn Fund Managers Ltd ($2.56M), and LMR Partners LLP ($2.50M).

How much institutional buying is happening at Mitsubishi UFJ Financial Group?

Institutional investors have bought a total of 73,934,293 shares in the last 24 months. This purchase volume represents approximately $549.69M in transactions.

Which Mitsubishi UFJ Financial Group major shareholders have been selling company stock?

Of the 140 institutional investors that sold Mitsubishi UFJ Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Crossmark Global Holdings Inc. ($2.02M), Citigroup Inc. ($1.69M), Envestnet Asset Management Inc. ($1.30M), Invesco Ltd. ($1.17M), XY Capital Ltd ($959.71K), Raymond James & Associates ($802.12K), and Russell Investments Group Ltd. ($738.78K).

How much institutional selling is happening at Mitsubishi UFJ Financial Group?

Institutional investors have sold a total of 15,117,899 shares in the last 24 months. This volume of shares sold represents approximately $99.54M in transactions.


This page (NYSE:MUFG) was last updated on 5/18/2024 by MarketBeat.com Staff

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