MUFG institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

532 institutional managers reported holding MUFG for the quarter ended Mar 31, 2026. Together they hold about 3% of shares outstanding; the top 10 hold 2%. 62 opened new positions; 45 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Fisher Investments95.69M0.82%$1.62Badded +2.6%2023 Q4
Aristotle Capital Management, LLC52.46M0.45%$890.3Mtrimmed -4.9%≤2013
Goldman Sachs14.38M0.12%$244.1Madded +2.7%≤2013
Bank OF America CORP /DE/12.23M0.10%$207.5Mtrimmed -7.1%≤2013
Northern Trust11.42M0.10%$193.7Madded +0.7%≤2013
BlackRock11.12M0.10%$188.6Madded +8.4%2020 Q3
FMR (Fidelity)8.37M0.07%$142.1Madded +38%2018 Q3
Clearbridge Investments, LLC6.95M0.06%$118.0Madded +3.3%2022 Q4
Morgan Stanley6.90M0.06%$117.1Munchanged≤2013
Royal Bank OF Canada6.32M0.05%$107.2Madded +5.7%≤2013
Chevy Chase Trust Holdings, LLC6.19M0.05%$105.0Madded +2.9%2023 Q4
Envestnet Asset Management INC5.09M0.04%$86.3Madded +22.5%≤2013
FIL LTD4.85M0.04%$82.2Mtrimmed -3.6%2025 Q2
Todd Asset Management LLC4.06M0.04%$68.9Munchanged≤2013
SEI Investments CO3.69M0.03%$62.6Mtrimmed -4.5%2014 Q4
UBS3.49M0.03%$59.2Madded +44.6%≤2013
Toronto Dominion Bank3.45M0.03%$58.6Mtrimmed -28.3%2024 Q4
Aviso Financial INC.3.45M0.03%$58.5Mopened2026 Q1
American Century Companies INC3.37M0.03%$57.3Madded +14.2%2019 Q4
Natixis Advisors, LLC2.71M0.02%$45.9Madded +7.4%≤2013
Wells Fargo & COMPANY/MN2.54M0.02%$43.2Madded +5.6%≤2013
Teachers Retirement System OF THE State OF Kentucky2.51M0.02%$42.5Munchanged≤2013
Quantinno Capital Management LP2.40M0.02%$40.7Madded +21.4%2022 Q2
Jane Street2.12M0.02%$35.9Madded +90.1%2021 Q1
Charles Schwab Investment Management1.95M0.02%$33.1Madded +19.1%2022 Q4
Dimensional Fund Advisors1.94M0.02%$32.9Mtrimmed -1.7%≤2013
Capital Wealth Planning, LLC1.70M0.01%$28.8Madded +54.6%2023 Q2
AQR Capital1.55M0.01%$26.3Madded +32.2%2024 Q1
Raymond James Financial INC1.43M0.01%$24.3Madded +9.7%≤2013
Jones Financial Companies Lllp1.41M0.01%$23.9Madded +1156.2%2023 Q3
BNY Mellon1.36M0.01%$23.1Madded +6.3%≤2013
Creative Planning1.32M0.01%$22.3Madded +12.6%≤2013
National Bank OF Canada /FI/1.28M0.01%$21.7Madded +14.8%2025 Q1
Neuberger Berman Group LLC1.19M0.01%$20.2Madded +11.2%2021 Q4
O'shaughnessy Asset Management, LLC1.09M<0.01%$18.6Madded +9.7%2015 Q2
Thornburg Investment Management INC1.08M<0.01%$18.3Madded +4.8%2023 Q3
BNP Paribas Financial Markets1.01M<0.01%$17.1Madded +765.1%2022 Q3
1832 Asset Management L.p.966.4k<0.01%$16.4Munchanged2024 Q4
LPL Financial LLC927.4k<0.01%$15.7Madded +25.6%2017 Q3
Federation des caisses Desjardins du Quebec911.0k<0.01%$15.5Madded +6.5%2022 Q1
TD Waterhouse Canada INC.895.8k<0.01%$15.2Madded +175.6%2024 Q2
Crossmark Global Holdings, INC.855.1k<0.01%$14.5Madded +7.5%2017 Q3
Stifel Financial CORP839.5k<0.01%$14.2Mtrimmed -53%≤2013
Invesco838.2k<0.01%$14.2Mtrimmed -23.4%2023 Q1
SCS Capital Management LLC824.1k<0.01%$14.0Mtrimmed -25.7%2025 Q1
Cerity Partners LLC792.5k<0.01%$13.4Madded +5.1%2021 Q4
Guardian Capital LP649.4k<0.01%$11.0Madded +6.9%2024 Q4
QRG Capital Management, INC.635.6k<0.01%$10.8Madded +7.8%2023 Q3
Pathstone Holdings, LLC578.1k<0.01%$9.8Munchanged2021 Q4
Permanens Capital L.p.575.6k<0.01%$9.8Madded +8%2025 Q3

Largest 50 of 532 shown; the full ranked, searchable register is at boothcheck.com/holders/MUFG. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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