MITSUBISHI UFJ FINL GROUP IN MUFG
SPONSORED ADS · ADR · CUSIP 606822104
Japanese bank holding and financial services company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.72. Options: 6 managers hold calls ($1.3m notional), 7 hold puts ($7.7m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 252 |
| Q4 2022 | 272 |
| Q1 2023 | 289 |
| Q2 2023 | 307 |
| Q3 2023 | 332 |
| Q4 2023 | 362 |
| Q1 2024 | 382 |
| Q2 2024 | 408 |
| Q3 2024 | 420 |
| Q4 2024 | 437 |
| Q1 2025 | 454 |
| Q2 2025 | 487 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 160 | 134 |
| Q4 2023 | 207 | 122 |
| Q1 2024 | 209 | 144 |
| Q2 2024 | 212 | 147 |
| Q3 2024 | 216 | 153 |
| Q4 2024 | 243 | 142 |
| Q1 2025 | 246 | 169 |
| Q2 2025 | 269 | 178 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $355.4k | $248.6k | 0.70 |
| Q4 2024 | $70.3k | $46.6k | 0.66 |
| Q1 2025 | $2.0m | $5.5m | 2.70 |
| Q2 2025 | $1.3m | $7.7m | 5.74 |
Biggest buyers
| Fisher Asset Management, LLC | Added | +13.3m |
| ROYAL BANK OF CANADA | Added | +9.3m |
| GOLDMAN SACHS GROUP INC | Added | +3.9m |
| FIL Ltd | New | +3.2m |
| Artemis Investment Management LLP | Added | +1.9m |
| SCS Capital Management LLC | Added | +917.0k |
| NATIXIS ADVISORS, LLC | Added | +765.6k |
| JANE STREET GROUP, LLC | Added | +653.4k |
| CITADEL ADVISORS LLC | New | +652.9k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | New | +610.0k |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Reduced | -1.9m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.9m |
| Aristotle Capital Management, LLC | Reduced | -952.5k |
| UBS Group AG | Reduced | -762.2k |
| LMR Partners LLP | Sold out | -344.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Sold out | -327.8k |
| TOWNSQUARE CAPITAL LLC | Reduced | -273.9k |
| NORTHERN TRUST CORP | Reduced | -220.7k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -208.6k |
| FMR LLC | Reduced | -191.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $419.8k30.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $366.0k26.7k shares |
| WOLVERINE TRADING, LLC | New | $259.7k18.7k shares |
| CITADEL ADVISORS LLC | Reduced | $212.7k15.5k shares |
| GROUP ONE TRADING LLC | Added | $83.7k6.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Twin Tree Management, LP | Added | $5.1m373.5k shares |
| GROUP ONE TRADING LLC | Added | $706.6k51.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $675.0k49.2k shares |
| CITADEL ADVISORS LLC | Added | $603.7k44.0k shares |
| SIMPLEX TRADING, LLC | Added | $419.0k30.6k shares |
| JANE STREET GROUP, LLC | New | $178.4k13.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Fisher Asset Management, LLC 0.49% of their portfolio | 89.5m $1.2bn | Added +13.3m |
| Aristotle Capital Management, LLC 1.58% of their portfolio | 59.6m $818.0m | Reduced -952.5k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 17.8m $243.6m | Reduced -1.9m |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 16.6m $227.5m | Added +3.9m |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 15.3m $210.3m | Added +9.3m |
| NATIXIS ADVISORS, LLC 0.25% of their portfolio | 11.5m $158.1m | Added +765.6k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 11.2m $153.5m | Reduced -220.7k |
| BlackRock, Inc. 0.00% of their portfolio | 8.0m $109.6m | Added +163.7k |
| MORGAN STANLEY 0.01% of their portfolio | 7.2m $98.7m | Reduced -38.2k |
| Chevy Chase Trust Holdings, LLC 0.25% of their portfolio | 6.2m $84.6m | Reduced -34.8k |
| Clearbridge Investments, LLC 0.06% of their portfolio | 5.5m $75.9m | Reduced -65.2k |
| FMR LLC 0.00% of their portfolio | 5.5m $75.4m | Reduced -191.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 4.8m $66.5m | Added +28.7k |
| Artemis Investment Management LLP 0.79% of their portfolio | 4.5m $61.2m | Added +1.9m |
| TODD ASSET MANAGEMENT LLC 1.21% of their portfolio | 4.1m $56.2m | Added +61.0k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 4.0m $54.3m | Added +19.0k |
| FIL Ltd 0.04% of their portfolio | 3.2m $43.5m | New |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 2.9m $39.4m | Added +92.2k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 2.8m $38.3m | Reduced -144.9k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.28% of their portfolio | 2.5m $34.4m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 2.2m $29.6m | Added +217.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.1m $29.2m | Reduced -1.9m |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 1.8m $25.3m | Reduced -45.7k |
| Quantinno Capital Management LP 0.08% of their portfolio | 1.3m $18.2m | Added +236.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.2m $16.1m | Added +144.3k |
| SCS Capital Management LLC 0.17% of their portfolio | 1.1m $15.2m | Added +917.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 1.1m $15.1m | Added +29.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.1m $14.9m | Added +55.7k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.19% of their portfolio | 1.1m $14.8m | Added +25.7k |
| CITIGROUP INC 0.01% of their portfolio | 1.1m $14.5m | Added +499.1k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 1.0m $13.8m | Reduced -208.6k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 968.2k $13.3m | Added +48.3k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 927.5k $12.7m | Added +653.4k |
| Crossmark Global Holdings, Inc. 0.20% of their portfolio | 921.1k $12.6m | Added +46.0k |
| BRANDES INVESTMENT PARTNERS, LP 0.11% of their portfolio | 907.3k $12.4m | Added +41.9k |
| Creative Planning 0.01% of their portfolio | 891.2k $12.2m | Reduced -51.4k |
| UBS Group AG 0.00% of their portfolio | 876.1k $12.0m | Reduced -762.2k |
| Invesco Ltd. 0.00% of their portfolio | 854.7k $11.7m | Reduced -122.5k |
| Capital Wealth Planning, LLC 0.09% of their portfolio | 810.0k $11.1m | Added +340.7k |
| QRG CAPITAL MANAGEMENT, INC. 0.10% of their portfolio | 804.6k $11.0m | Reduced -371 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.07% of their portfolio | 793.3k $10.9m | Added +38.4k |
| Federation des caisses Desjardins du Quebec 0.05% of their portfolio | 780.7k $10.7m | Added +105.0k |
| Cerity Partners LLC 0.02% of their portfolio | 777.8k $10.7m | Added +2.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 771.9k $10.6m | Added +341.7k |
| 1832 Asset Management L.P. 0.02% of their portfolio | 700.0k $9.6m | Reduced -13.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 652.9k $9.0m | New |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 641.0k $8.8m | Added +306.1k |
| TD Asset Management Inc 0.01% of their portfolio | 620.9k $8.5m | Added +374.8k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.04% of their portfolio | 610.0k $8.4m | New |
| Massar Capital Management, LP 6.10% of their portfolio | 592.5k $8.1m | New |
| CIBC WORLD MARKET INC. 0.02% of their portfolio | 574.1k $7.9m | Reduced -209 |
| Trexquant Investment LP 0.09% of their portfolio | 569.0k $7.8m | New |
| Guardian Partners Inc. 0.69% of their portfolio | 562.9k $7.7m | Reduced -13.1k |
| LPL Financial LLC 0.00% of their portfolio | 539.6k $7.4m | Added +81.4k |
| Journey Advisory Group, LLC 0.56% of their portfolio | 522.1k $7.2m | Reduced -65.5k |
| Pathstone Holdings, LLC 0.03% of their portfolio | 488.8k $6.7m | Reduced -4.2k |
| Vanguard Personalized Indexing Management, LLC 0.07% of their portfolio | 483.6k $6.6m | Added +28.7k |
| Ramirez Asset Management, Inc. 1.00% of their portfolio | 480.2k $6.6m | Added +94.2k |
| Boston Common Asset Management, LLC 0.18% of their portfolio | 469.3k $6.4m | Reduced -13.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 456.4k $6.3m | Added +446.3k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 453.4k $6.2m | Reduced -173.7k |
| ABN AMRO INVESTMENT SOLUTIONS 0.12% of their portfolio | 452.0k $6.2m | Unchanged |
| HighTower Advisors, LLC 0.01% of their portfolio | 447.2k $6.1m | Reduced -38.7k |
| Orion Porfolio Solutions, LLC 0.05% of their portfolio | 439.0k $6.0m | Added +13.5k |
| M&T Bank Corp 0.02% of their portfolio | 426.2k $5.8m | Reduced -52.1k |
| Curi Capital, LLC 0.11% of their portfolio | 416.0k $5.7m | Added +24.8k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 401.1k $5.5m | Added +54 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 393.8k $5.4m | Reduced -10.8k |
| BESSEMER GROUP INC 0.01% of their portfolio | 382.3k $5.2m | Added +25.8k |
| US BANCORP \DE\ 0.01% of their portfolio | 378.7k $5.2m | Added +6.8k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 367.3k $5.0m | Reduced -4.1k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 360.6k $4.9m | Added +156.3k |
| BAMCO INC /NY/ 0.01% of their portfolio | 360.0k $4.9m | Added +64.3k |
| EAGLE GLOBAL ADVISORS LLC 0.20% of their portfolio | 359.9k $4.9m | Added +4.5k |
| AUGUSTINE ASSET MANAGEMENT INC 1.30% of their portfolio | 354.8k $4.9m | Added +3.0k |
| Walleye Capital LLC 0.04% of their portfolio | 353.8k $4.9m | Added +321.4k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 347.5k $4.8m | Added +12.1k |
| Moran Wealth Management, LLC 0.15% of their portfolio | 345.7k $4.7m | Added +5.2k |
| Vident Advisory, LLC 0.05% of their portfolio | 330.9k $4.5m | Added +94.6k |
| SELDON CAPITAL LP 1.97% of their portfolio | 330.0k $4.5m | New |
| QUADRANT CAPITAL GROUP LLC 0.16% of their portfolio | 326.3k $4.5m | Reduced -14.4k |
| Forum Financial Management, LP 0.07% of their portfolio | 322.0k $4.4m | Reduced -35.5k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 321.1k $4.4m | Reduced -22.5k |
| Mariner, LLC 0.01% of their portfolio | 298.3k $4.1m | Reduced -235 |
| SIGNATUREFD, LLC 0.06% of their portfolio | 277.2k $3.8m | Added +5.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 276.1k $3.8m | Reduced -11.4k |
| Callan Family Office, LLC 0.12% of their portfolio | 274.6k $3.8m | Added +200.4k |
| Atria Investments, Inc 0.04% of their portfolio | 269.8k $3.7m | Reduced -54.3k |
| Vise Technologies, Inc. 0.15% of their portfolio | 268.8k $3.7m | First filing |
| Pekin Hardy Strauss, Inc. 0.42% of their portfolio | 268.0k $3.7m | Reduced -8.6k |
| Naviter Wealth, LLC 0.45% of their portfolio | 262.6k $3.7m | Added +10.2k |
| Myriad Asset Management US LP 2.37% of their portfolio | 260.6k $3.6m | New |
| TD Waterhouse Canada Inc. 0.03% of their portfolio | 260.3k $3.6m | Added +18.7k |
| Allianz SE 0.08% of their portfolio | 255.0k $3.5m | Unchanged |
| Alaethes Wealth, LLC 0.92% of their portfolio | 220.4k $3.1m | Added +3.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 200.9k $2.8m | Added +2.6k |
| Altman Advisors, Inc. 1.13% of their portfolio | 200.9k $2.8m | Added +2.1k |
| Quantbot Technologies LP 0.07% of their portfolio | 199.3k $2.7m | New |
| Corient Private Wealth LP 0.00% of their portfolio | 198.3k $2.7m | Added +79.6k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 196.3k $2.7m | Reduced -149.8k |