Vault-13

MITSUBISHI UFJ FINL GROUP IN MUFG

SPONSORED ADS · ADR · CUSIP 606822104

Japanese bank holding and financial services company

541 institutional holders +9 vs Q4 2025
335,773,499335.8m shares reported held*
$5.7bnreported value*
65 new 256 added 141 reduced 54 sold out net bought ≈ $130.7m (+7.7m shares)

* 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 ($49.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.96. Options: 5 managers hold calls ($2.8m notional), 5 hold puts ($36.2m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 252Q4 22: 272Q1 23: 289Q2 23: 307Q3 23: 332Q4 23: 362Q1 24: 382Q2 24: 408Q3 24: 420Q4 24: 437Q1 25: 454Q2 25: 487Q3 25: 489Q4 25: 532Q1 26: 541541Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022252
Q4 2022272
Q1 2023289
Q2 2023307
Q3 2023332
Q4 2023362
Q1 2024382
Q2 2024408
Q3 2024420
Q4 2024437
Q1 2025454
Q2 2025487
Q3 2025489
Q4 2025532
Q1 2026541

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 212 bought or addedQ2 24: 147 cut or sold outQ3 24: 216 bought or addedQ3 24: 153 cut or sold outQ3 24Q4 24: 243 bought or addedQ4 24: 142 cut or sold outQ1 25: 246 bought or addedQ1 25: 169 cut or sold outQ1 25Q2 25: 269 bought or addedQ2 25: 178 cut or sold outQ3 25: 298 bought or addedQ3 25: 174 cut or sold outQ3 25Q4 25: 296 bought or addedQ4 25: 178 cut or sold outQ1 26: 321 bought or addedQ1 26: 195 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024212147
Q3 2024216153
Q4 2024243142
Q1 2025246169
Q2 2025269178
Q3 2025298174
Q4 2025296178
Q1 2026321195

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ2 25 calls: $1.3mQ2 25 puts: $7.7mQ2 25P/C 5.74Q3 25 calls: $633.7kQ3 25 puts: $396.1kQ3 25P/C 0.63Q4 25 calls: $1.1mQ4 25 puts: $390.2kQ4 25P/C 0.34Q1 26 calls: $2.8mQ1 26 puts: $36.2mQ1 26P/C 12.85
Numbers
QuarterCallsPutsP/C
Q2 2025$1.3m$7.7m5.74
Q3 2025$633.7k$396.1k0.63
Q4 2025$1.1m$390.2k0.34
Q1 2026$2.8m$36.2m12.85

Biggest buyers

Aviso Financial Inc. New +3,446,409+3.4m
Fisher Asset Management, LLC Added +2,413,185+2.4m
FMR LLC Added +2,307,083+2.3m
JONES FINANCIAL COMPANIES LLLP Added +1,296,529+1.3m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +1,157,071+1.2m
JANE STREET GROUP, LLC Added +1,003,926+1.0m
ENVESTNET ASSET MANAGEMENT INC Added +933,090+933.1k
BNP PARIBAS FINANCIAL MARKETS Added +889,939+889.9k
BlackRock, Inc. Added +857,750+857.8k
Capital Wealth Planning, LLC Added +599,994+600.0k

Biggest sellers

Aristotle Capital Management, LLC Reduced -2,423,630-2.4m
D. E. Shaw & Co., Inc. Reduced -1,380,284-1.4m
TORONTO DOMINION BANK Reduced -1,363,046-1.4m
STIFEL FINANCIAL CORP Reduced -947,095-947.1k
BANK OF AMERICA CORP /DE/ Reduced -937,548-937.5k
CITADEL ADVISORS LLC Sold out -928,021-928.0k
Qube Research & Technologies Ltd Reduced -815,188-815.2k
TUDOR INVESTMENT CORP ET AL Sold out -568,938-568.9k
Trexquant Investment LP Reduced -553,850-553.9k
Journey Advisory Group, LLC Sold out -512,737-512.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $916.4k54.0k shares
IMC-Chicago, LLC New $879.0k51.8k shares
GROUP ONE TRADING LLC Reduced $673.7k39.7k shares
JANE STREET GROUP, LLC Reduced $193.5k11.4k shares
SIMPLEX TRADING, LLC New $154.4k9.1k shares

Biggest puts

Alphadyne Asset Management LP New $28.0m1.7m shares
JANE STREET GROUP, LLC New $7.5m442.3k shares
GROUP ONE TRADING LLC Added $386.9k22.8k shares
CITADEL ADVISORS LLC Reduced $181.6k10.7k shares
SIMPLEX TRADING, LLC New $86.5k5.1k 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 Q1 2026

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 Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 0.55% of their portfolio PLANO, TX 95,689,30495.7m $1.6bn $1.6bn 0.55% Added +2.4m +2,413,185
2 Aristotle Capital Management, LLC 1.83% of their portfolio LOS ANGELES, CA 51,456,38551.5m $873.2m $873.2m 1.83% Reduced -2.4m -2,423,630
3 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 14,383,32814.4m $244.1m $244.1m 0.03% Added +361.4k +361,374
4 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 12,228,38912.2m $207.5m $207.5m 0.02% Reduced -937.5k -937,548
5 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 11,416,25811.4m $193.7m $193.7m 0.03% Added +77.8k +77,755
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 11,116,39211.1m $188.6m $188.6m 0.00% Added +857.8k +857,750
7 FMR LLC 0.01% of their portfolio BOSTON, MA 8,373,1738.4m $142.1m $142.1m 0.01% Added +2.3m +2,307,083
8 Clearbridge Investments, LLC 0.10% of their portfolio NEW YORK, NY 6,953,1087.0m $118.0m $118.0m 0.10% Added +222.9k +222,905
9 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 6,900,4306.9m $117.1m $117.1m 0.01% Reduced -4.5k -4,542
10 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 6,315,9486.3m $107.2m $107.2m 0.02% Added +338.9k +338,881
11 Chevy Chase Trust Holdings, LLC 0.30% of their portfolio BETHESDA, MD 6,189,3296.2m $105.0m $105.0m 0.30% Added +172.4k +172,442
12 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 5,086,1595.1m $86.3m $86.3m 0.02% Added +933.1k +933,090
13 FIL Ltd 0.06% of their portfolio HAMILTON, D0 4,845,6384.8m $82.2m $82.2m 0.06% Reduced -181.2k -181,207
14 TODD ASSET MANAGEMENT LLC 1.35% of their portfolio Louisville, KY 4,061,6444.1m $68.9m $68.9m 1.35% Added +8.4k +8,447
15 SEI INVESTMENTS CO 0.06% of their portfolio OAKS, PA 3,690,6553.7m $62.6m $62.6m 0.06% Reduced -173.7k -173,711
16 TORONTO DOMINION BANK 0.11% of their portfolio TORONTO, ONTARIO, A6 3,453,5433.5m $58.6m $58.6m 0.11% Reduced -1.4m -1,363,046
17 Aviso Financial Inc. 2.08% of their portfolio TORONTO, A6 3,446,4093.4m $58.5m $58.5m 2.08% New
18 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 3,373,9063.4m $57.3m $57.3m 0.03% Added +420.2k +420,236
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,837,7732.8m $46.3m $46.3m 0.00% Added +348.7k +348,680
20 NATIXIS ADVISORS, LLC 0.06% of their portfolio Boston, MA 2,707,5072.7m $45.9m $45.9m 0.06% Added +187.4k +187,362
21 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,543,4502.5m $43.2m $43.2m 0.01% Added +133.9k +133,917
22 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.33% of their portfolio FRANKFORT, KY 2,506,3102.5m $42.5m $42.5m 0.33% Unchanged
23 Quantinno Capital Management LP 0.07% of their portfolio NEW YORK, NY 2,399,6012.4m $40.7m $40.7m 0.07% Added +423.1k +423,058
24 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,269,3802.3m $38.5m $38.5m 0.01% Reduced -81.4k -81,439
25 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 2,117,6182.1m $35.9m $35.9m 0.04% Added +1.0m +1,003,926
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,948,2301.9m $33.1m $33.1m 0.01% Added +312.0k +311,968
27 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,941,2721.9m $32.9m $32.9m 0.01% Reduced -32.9k -32,933
28 Capital Wealth Planning, LLC 0.16% of their portfolio NAPLES, FL 1,698,8951.7m $28.8m $28.8m 0.16% Added +600.0k +599,994
29 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 1,549,9981.5m $26.3m $26.3m 0.01% Added +378.0k +377,976
30 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,433,3781.4m $24.3m $24.3m 0.01% Added +126.5k +126,496
31 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 1,408,6661.4m $23.0m $23.0m 0.01% Added +1.3m +1,296,529
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 1,363,7261.4m $23.1m $23.1m 0.00% Added +80.5k +80,484
33 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 1,315,7841.3m $22.3m $22.3m 0.02% Added +147.4k +147,394
34 NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio MONTREAL, A8 1,280,7641.3m $21.7m $21.7m 0.02% Added +165.2k +165,184
35 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1,217,5631.2m $20.7m $20.7m 0.00% Added +1.2m +1,157,071
36 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 1,188,7331.2m $20.0m $20.0m 0.02% Added +120.0k +120,012
37 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.09% of their portfolio Stamford, CT 1,093,9241.1m $18.6m $18.6m 0.09% Added +97.0k +96,961
38 THORNBURG INVESTMENT MANAGEMENT INC 0.19% of their portfolio SANTA FE, NM 1,077,2311.1m $18.3m $18.3m 0.19% Added +49.6k +49,589
39 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 1,006,2501.0m $17.1m $17.1m 0.01% Added +889.9k +889,939
40 1832 Asset Management L.P. 0.02% of their portfolio TORONTO, A6 966,378966.4k $16.4m $16.4m 0.02% Added +611 +611
41 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 927,435927.4k $15.7m $15.7m 0.00% Added +189.2k +189,152
42 Federation des caisses Desjardins du Quebec 0.06% of their portfolio LEVIS, A8 910,997911.0k $15.5m $15.5m 0.06% Added +55.7k +55,736
43 TD Waterhouse Canada Inc. 0.05% of their portfolio TORONTO, A6 895,769895.8k $15.8m $15.8m 0.05% Added +570.7k +570,736
44 Crossmark Global Holdings, Inc. 0.21% of their portfolio HOUSTON, TX 855,141855.1k $14.5m $14.5m 0.21% Added +59.5k +59,473
45 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 839,497839.5k $14.2m $14.2m 0.01% Reduced -947.1k -947,095
46 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 838,173838.2k $14.2m $14.2m 0.00% Reduced -255.4k -255,351
47 SCS Capital Management LLC 0.15% of their portfolio BOSTON, MA 824,088824.1k $14.0m $14.0m 0.15% Reduced -285.4k -285,426
48 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 792,470792.5k $13.4m $13.4m 0.02% Added +38.5k +38,460
49 QRG CAPITAL MANAGEMENT, INC. 0.11% of their portfolio BERWYN, PA 635,592635.6k $10.8m $10.8m 0.11% Added +46.0k +45,967
50 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 578,090578.1k $9.8m $9.8m 0.04% Added +1.1k +1,098
51 Permanens Capital L.P. 1.26% of their portfolio NEW YORK, NY 575,644575.6k $9.8m $9.8m 1.26% Added +42.4k +42,411
52 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 568,168568.2k $9.6m $9.6m 0.02% Reduced -5.4k -5,440
53 Boston Common Asset Management, LLC 0.62% of their portfolio BOSTON, MA 566,845566.8k $9.6m $9.6m 0.62% Reduced -26.3k -26,339
54 Guardian Partners Inc. 0.79% of their portfolio TORONTO, Z4 558,229558.2k $9.5m $9.5m 0.79% Reduced -15.4k -15,409
55 Moran Wealth Management, LLC 0.27% of their portfolio NAPLES, FL 528,104528.1k $9.0m $9.0m 0.27% Added +41.6k +41,636
56 TD Asset Management Inc 0.01% of their portfolio Toronto, A6 525,366525.4k $8.9m $8.9m 0.01% Added +14.0k +14,044
57 WESTFIELD CAPITAL MANAGEMENT CO LP 0.04% of their portfolio BOSTON, MA 516,054516.1k $8.8m $8.8m 0.04% Added +5.3k +5,343
58 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 476,447476.4k $8.1m $8.1m 0.01% Added +164.1k +164,083
59 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 475,087475.1k $8.1m $8.1m 0.01% Added +19.4k +19,388
60 Vident Advisory, LLC 0.07% of their portfolio Alpharetta, GA 474,451474.5k $8.1m $8.1m 0.07% Added +61.2k +61,214
61 Vanguard Personalized Indexing Management, LLC 0.08% of their portfolio OAKLAND, CA 469,765469.8k $8.0m $8.0m 0.08% Reduced -36.4k -36,389
62 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 441,561441.6k $7.5m $7.5m 0.01% Added +24.3k +24,282
63 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 437,318437.3k $7.4m $7.4m 0.01% Added +52.5k +52,535
64 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 423,984424.0k $7.2m $7.2m 0.01% Added +1.1k +1,096
65 XY Capital Ltd 7.65% of their portfolio CENTRAL, K3 411,425411.4k $7.0m $7.0m 7.65% Added +360.7k +360,670
66 Curi Capital, LLC 0.12% of their portfolio CHICAGO, IL 401,363401.4k $6.8m $6.8m 0.12% Added +90.3k +90,259
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 396,182396.2k $6.7m $6.7m 0.00% Reduced -2.0k -2,013
68 FACTORY MUTUAL INSURANCE CO 0.08% of their portfolio WALTHAM, MA 394,330394.3k $6.7m $6.7m 0.08% Unchanged
69 QUADRANT CAPITAL GROUP LLC 0.20% of their portfolio CINCINNATI, OH 389,472389.5k $6.6m $6.6m 0.20% Added +22.7k +22,722
70 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 382,137382.1k $6.5m $6.5m 0.01% Added +25.8k +25,765
71 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 374,165374.2k $6.3m $6.3m 0.02% Reduced -51.1k -51,117
72 Mariner, LLC 0.01% of their portfolio Overland Park, KS 359,508359.5k $6.1m $6.1m 0.01% Added +30.4k +30,385
73 EAGLE GLOBAL ADVISORS LLC 0.22% of their portfolio Houston, TX 354,314354.3k $6.0m $6.0m 0.22% Added +990 +990
74 AUGUSTINE ASSET MANAGEMENT INC 1.34% of their portfolio JACKSONVILLE, FL 350,460350.5k $5.9m $5.9m 1.34% Reduced -888 -888
75 BAMCO INC /NY/ 0.02% of their portfolio NEW YORK, NY 336,533336.5k $5.7m $5.7m 0.02% Reduced -86.4k -86,431
76 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 336,212336.2k $5.7m $5.7m 0.00% New
77 Orion Porfolio Solutions, LLC 0.05% of their portfolio OMAHA, NE 333,543333.5k $5.7m $5.7m 0.05% Reduced -1.3k -1,337
78 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 325,379325.4k $5.5m $5.5m 0.00% Added +28.5k +28,486
79 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 324,017324.0k $5.5m $5.5m 0.01% Added +29.6k +29,567
80 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 317,968318.0k $5.4m $5.4m 0.01% Added +233.1k +233,067
81 Callan Family Office, LLC 0.12% of their portfolio RADNOR, PA 314,562314.6k $5.3m $5.3m 0.12% Added +352 +352
82 Vise Technologies, Inc. 0.10% of their portfolio NEW YORK, NY 311,795311.8k $4.9m $4.9m 0.10% Unchanged
83 Pekin Hardy Strauss, Inc. 0.55% of their portfolio CHICAGO, IL 309,549309.5k $5.3m $5.3m 0.55% Added +9.4k +9,425
84 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 296,958297.0k $5.0m $5.0m 0.00% Added +18.1k +18,144
85 M&T Bank Corp 0.02% of their portfolio BUFFALO, NY 295,559295.6k $5.0m $5.0m 0.02% Reduced -54.6k -54,622
86 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 294,222294.2k $5.0m $5.0m 0.01% Added +61.8k +61,769
87 SIGNATUREFD, LLC 0.08% of their portfolio ATLANTA, GA 291,215291.2k $4.9m $4.9m 0.08% Added +3.6k +3,615
88 Gradient Investments LLC 0.08% of their portfolio ARDEN HILLS, MN 285,564285.6k $4.8m $4.8m 0.08% New
89 BRASADA CAPITAL MANAGEMENT, LP 0.91% of their portfolio HOUSTON, TX 282,488282.5k $5.0m $5.0m 0.91% New
90 RITHOLTZ WEALTH MANAGEMENT 0.08% of their portfolio NEW YORK, NY 281,114281.1k $4.8m $4.8m 0.08% Added +18.7k +18,653
91 Massar Capital Management, LP 0.95% of their portfolio STAMFORD, CT 280,000280.0k $4.8m $4.8m 0.95% Unchanged
92 BESSEMER GROUP INC 0.01% of their portfolio WOODBRIDGE, NJ 276,412276.4k $4.7m $4.7m 0.01% Reduced -68.8k -68,782
93 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 263,125263.1k $4.5m $4.5m 0.05% Reduced -5.1k -5,115
94 Allianz SE 0.05% of their portfolio Munich, 2M 255,000255.0k $4.3m $4.3m 0.05% Unchanged
95 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 249,766249.8k $4.2m $4.2m 0.00% Added +11.0k +10,987
96 Brooklyn Investment Group 0.13% of their portfolio NEW YORK, NY 241,824241.8k $4.1m $4.1m 0.13% Added +63.5k +63,452
97 Henry James International Management Inc. 1.47% of their portfolio NEW YORK, NY 240,106240.1k $4.1m $4.1m 1.47% Added +127.2k +127,220
98 Naviter Wealth, LLC 0.50% of their portfolio LITTLE ROCK, AR 235,830235.8k $4.0m $4.0m 0.50% Added +8.7k +8,712
99 EXENCIAL WEALTH ADVISORS, LLC 0.12% of their portfolio OKLAHOMA CITY, OK 229,938229.9k $3.9m $3.9m 0.12% Added +22.1k +22,064
100 DIVERSIFY WEALTH MANAGEMENT, LLC 0.07% of their portfolio SANDY, UT 227,153227.2k $4.0m $4.0m 0.07% Added +74.0k +74,042