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MITSUBISHI UFJ FINANCIAL GROUP INC hedge fund holdings

MUFGNYSE
$22.82+0.20 (+0.88%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

MUFG · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+48.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202517695$597M$135M452Aug 14, 2025
Q3 2025191113$318M$442M458Nov 14, 2025
Q4 2025198111$315M$267M498Feb 14, 2026
Q1 2026223119$405M$286M513May 15, 2026
Q2 2026229125$309M$305M536Aug 14, 2026

Quarterly action breakdown

Q2 2026
536 filers
New position
70
$38.8M+1.95M sh
Increased
159
$270M+13.6M sh
Reduced
91
-$237M-11.9M sh
Out / sold
34
-$68.1M-3.42M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Aristotle Capital Management, LLCReduce 6.39%-$65.4M$958M2.01%Aug 14, 2026
Fisher Asset Management, LLCAdded 2.32%+$44.2M$1.95B0.58%Aug 4, 2026
FIL LtdAdded 16.96%+$16.3M$113M0.08%Aug 13, 2026
DV Equities, LLCSell 100%-$13.5M$00.00%Aug 14, 2026
Curi Capital, LLCAdded 145.83%+$11.6M$19.5M0.30%Aug 14, 2026
Quantinno Capital Management LPAdded 23.54%+$11.2M$59M0.07%Aug 13, 2026
Capital Wealth Planning, LLCAdded 21.23%+$7.17M$41M0.20%Aug 14, 2026
XY Capital LtdSell 100%-$6.98M$00.00%Aug 11, 2026
Natixis Advisors, LLCAdded 10.64%+$5.73M$59.6M0.07%Aug 14, 2026
Diversify Advisory Services, LLCNew Buy+$5.13M$5.13M0.09%Aug 10, 2026
Massar Capital Management, LPSell 100%-$4.75M$00.00%Aug 14, 2026
QRG Capital Management, Inc.Added 28.59%+$3.61M$16.3M0.13%Jul 14, 2026
Myriad Asset Management Advisors LLCNew Buy+$3.22M$3.22M0.76%Jul 20, 2026
Thornburg Investment Management IncAdded 14.13%+$3.03M$24.5M0.23%Aug 13, 2026
Guardian Partners Inc.Reduce 27.15%-$3.01M$8.09M0.73%Jul 29, 2026
Allianz SEAdded 48.24%+$2.45M$7.52M0.08%Aug 10, 2026
Yousif Capital Management, LLCReduce 79.78%-$1.6M$405K0.00%Jul 16, 2026
Boston Common Asset Management, LLCReduce 14.00%-$1.58M$9.7M0.57%Jul 21, 2026
Factory Mutual Insurance CoReduce 20.00%-$1.57M$6.27M0.06%Jul 21, 2026
Voleon Capital Management LPNew Buy+$1.55M$1.55M0.03%Aug 14, 2026
Abc Arbitrage SASell 100%-$1.45M$00.00%Jul 20, 2026
MML Investors Services, LLCAdded 18.69%+$1.39M$8.83M0.02%Aug 7, 2026
Vise Technologies, Inc.Added 20.54%+$1.27M$7.48M0.08%Aug 11, 2026
Naviter Wealth, LLCAdded 26.07%+$1.24M$6M0.54%Aug 7, 2026
Henry James International Management Inc.Added 23.58%+$1.13M$5.9M1.77%Jul 9, 2026
Silver Oak Securities, IncorporatedSell 100%-$1.12M$00.00%Aug 7, 2026
Jain Global LLCAdded 72.15%+$1.1M$2.63M0.01%Aug 14, 2026
Sequoia Financial Advisors, LLCReduce 39.05%-$1.03M$1.6M0.01%Jul 17, 2026
Loring Wolcott & Coolidge Fiduciary Advisors LLPNew Buy+$995K$995K0.01%Jul 30, 2026
Qtron Investments LLCReduce 32.05%-$983K$2.08M0.28%Aug 13, 2026
Evergreen Capital Management LLCAdded 27.05%+$968K$4.55M0.08%Jul 23, 2026
Sivia Capital Partners, LLCAdded 75.23%+$957K$2.23M0.27%Jul 23, 2026
Marks Group Wealth Management, IncReduce 55.33%-$876K$707K0.06%Jul 28, 2026
Abn Amro Investment SolutionsReduce 34.49%-$788K$1.5M0.01%Jul 23, 2026
Oppenheimer & Co IncNew Buy+$786K$786K0.01%Aug 3, 2026
Aviso Financial Inc.Reduce 1.13%-$773K$67.8M2.36%Aug 13, 2026
Storgate, LLCAdded 157.04%+$663K$1.09M0.23%Aug 12, 2026
Todd Asset Management LLCReduce 0.82%-$661K$80.1M1.42%Aug 4, 2026
Keybank National AssociationAdded 27.82%+$661K$3.04M0.01%Jul 28, 2026
Cibc World Market Inc.Reduce 5.69%-$643K$10.7M0.02%Aug 13, 2026
Brookstone Capital ManagementNew Buy+$604K$604K0.01%Jul 15, 2026
E Fund Management (Hong Kong) Co., Ltd.New Buy+$593K$593K0.20%Jul 22, 2026
E Fund Management Co., Ltd.New Buy+$593K$593K0.01%Aug 11, 2026
Atria Investments, IncReduce 10.26%-$537K$4.7M0.05%Jul 28, 2026
Flow Traders U.S. LLCNew Buy+$510K$510K0.02%Aug 14, 2026
Alphadyne Asset Management LPNew Buy+$503K$503K0.00%Aug 14, 2026
&PartnersAdded 17.96%+$501K$3.29M0.01%Aug 14, 2026
Oppenheimer Asset Management Inc.Reduce 17.31%-$478K$2.28M0.02%Aug 3, 2026
Blueshift Asset Management, LLCNew Buy+$470K$470K0.11%Aug 14, 2026
Ethic Inc.Added 18.46%+$468K$3.01M0.04%Jul 29, 2026
EntryPoint Capital, LLCNew Buy+$458K$458K0.11%Aug 13, 2026
Nations Financial Group Inc, /Ia/Reduce 15.90%-$429K$2.27M0.11%Jul 23, 2026
Americana Partners, LLCSell 100%-$424K$00.00%Aug 5, 2026
Park Avenue Securities LLCAdded 11.33%+$418K$4.11M0.03%Jul 20, 2026
1832 Asset Management L.P.Reduce 2.07%-$398K$18.8M0.01%Aug 13, 2026
Xponance LLCAdded 114.96%+$379K$709K0.00%Aug 10, 2026
GTS Securities LLCReduce 40.11%-$377K$563K0.01%Aug 14, 2026
Axq Capital, LPSell 100%-$363K$00.00%Aug 6, 2026
a16z Perennial Management, L.P.Sell 100%-$358K$00.00%Jul 24, 2026
One Wealth Capital Management, LLCAdded 111.28%+$350K$664K0.19%Jul 24, 2026
Athena Wealth Management, LLCNew Buy+$345K$345K0.26%Jul 21, 2026
Prosperity Consulting Group, LLCNew Buy+$314K$314K0.01%Aug 13, 2026
Beverly Hills Private Wealth, LLCSell 100%-$312K$00.00%Aug 7, 2026
Dynasty Wealth Management, LLCAdded 24.91%+$297K$1.49M0.01%Aug 13, 2026
Abundance Wealth CounselorsNew Buy+$291K$291K0.02%Jul 23, 2026
Gallacher Capital Management LLCReduce 36.31%-$286K$502K0.28%Jul 17, 2026
Cresset Asset Management, LLCReduce 45.78%-$286K$339K0.00%Aug 14, 2026
InTrack Investment Management IncAdded 34.33%+$281K$1.1M0.55%Jul 17, 2026
Cidel Asset Management IncNew Buy+$265K$265K0.01%Jul 17, 2026
Evoke Wealth, LLCSell 100%-$260K$00.00%Aug 10, 2026
Stonebrook Private Inc.New Buy+$259K$259K0.05%Aug 14, 2026
RNC Capital Management LLCReduce 22.93%-$253K$852K0.04%Aug 7, 2026
Sumitomo Mitsui Trust Group, Inc.Added 8.23%+$247K$3.25M0.00%Jul 30, 2026
GC Wealth Management RIA, LLCAdded 14.90%+$240K$1.85M0.11%Jul 16, 2026
Facet Wealth, Inc.New Buy+$239K$239K0.00%Jul 27, 2026
Mayflower Financial Advisors, LLCNew Buy+$227K$227K0.02%Jul 9, 2026
Csenge Advisory GroupNew Buy+$224K$224K0.01%Aug 10, 2026
Empowered Funds, LLCNew Buy+$220K$220K0.00%Aug 17, 2026
Gryphon Financial Partners LLCNew Buy+$211K$211K0.02%Aug 5, 2026
Aaron Wealth Advisors LLCAdded 7.57%+$210K$2.99M0.15%Jul 16, 2026
Vident Advisory, LLCAdded 2.19%+$207K$9.64M0.07%Aug 12, 2026
Convergence Financial, LLCNew Buy+$206K$206K0.02%Aug 5, 2026
Pekin Hardy Strauss, Inc.Added 3.34%+$205K$6.36M0.56%Jul 30, 2026
Enterprise Financial Services CorpNew Buy+$204K$204K0.08%Aug 4, 2026
NewSquare Capital LLCNew Buy+$203K$203K0.02%Jul 28, 2026
Aspiriant, LLCNew Buy+$203K$203K0.01%Jul 20, 2026
Stratos Wealth Partners, LTD.New Buy+$203K$203K0.00%Aug 11, 2026
Kathmere Capital Management, LLCAdded 22.48%+$203K$1.11M0.06%Jul 29, 2026
Knights of Columbus Asset Advisors LLCReduce 34.98%-$202K$375K0.02%Jul 31, 2026
Composition Wealth, LLCNew Buy+$201K$201K0.00%Jul 22, 2026
Norden Group LLCReduce 26.28%-$200K$561K0.05%Jul 29, 2026
Inscription Capital, LLCNew Buy+$199K$199K0.02%Aug 13, 2026
Moors & Cabot, Inc.Sell 100%-$193K$00.00%Aug 10, 2026
Seldon Capital LPSell 100%-$191K$00.00%Aug 14, 2026
GeoWealth Management, LLCAdded 14.37%+$191K$1.52M0.05%Jul 30, 2026
Flputnam Investment Management CoReduce 15.46%-$190K$1.04M0.01%Aug 6, 2026
Bessemer Group IncAdded 3.44%+$189K$5.69M0.01%Aug 12, 2026
Frec Markets, Inc.Added 23.86%+$180K$934K0.08%Aug 13, 2026
55 North Private Wealth, LLCAdded 50.41%+$178K$531K0.10%Jul 7, 2026
Brasada Capital Management, LPAdded 2.97%+$167K$5.79M1.04%Aug 17, 2026

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