MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 0.58% | 0.55% | #16 | $1.95B | 97.9M | $1.62B | 95.7M | +2.2M+2.32% | Add | |
| Aristotle Capital Management, LLC | 2.01% | 1.83% | #3 | $958.1M | 48.2M | $873.2M | 51.5M | -3.3M-6.39% | Reduce | |
| GOLDMAN SACHS GROUP INC | 0.03% | 0.03% | #187 | $295.9M | 14.9M | $244.1M | 14.4M | +491,654+3.42% | Add | |
| BlackRock, Inc. | <0.01% | <0.01% | #386 | $260.0M | 13.1M | $188.6M | 11.1M | +2.0M+17.60% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.02% | 0.02% | #231 | $248.1M | 12.5M | $207.5M | 12.2M | +243,820+1.99% | Add | |
| NORTHERN TRUST CORP | 0.03% | 0.03% | #189 | $220.1M | 11.1M | $193.7M | 11.4M | -349,928-3.07% | Reduce | |
| FMR LLC | 0.01% | 0.01% | #308 | $182.7M | 9.2M | $142.1M | 8.4M | +813,931+9.72% | Add | |
| MORGAN STANLEY | 0.01% | 0.01% | #323 | $137.0M | 6.9M | $111.3M | 7.0M | -95,724-1.37% | Reduce | |
| ROYAL BANK OF CANADA | 0.02% | 0.02% | #210 | $128.2M | 6.4M | $107.2M | 6.3M | +129,669+2.05% | Add | |
| Chevy Chase Trust Holdings, LLC | 0.32% | 0.3% | #28 | $124.8M | 6.3M | $105.0M | 6.2M | +84,784+1.37% | Add | |
| Clearbridge Investments, LLC | 0.09% | 0.1% | #93 | $113.8M | 5.7M | $118.0M | 7.0M | -1.2M-17.69% | Reduce | |
| FIL Ltd | 0.08% | 0.06% | #108 | $112.7M | 5.7M | $82.2M | 4.8M | +821,649+16.96% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% | 0.02% | #199 | $95.9M | 4.8M | $86.3M | 5.1M | -263,620-5.18% | Reduce | |
| TODD ASSET MANAGEMENT LLC | 1.42% | 1.35% | #5 | $80.1M | 4.0M | $68.9M | 4.1M | -33,251-0.82% | Reduce | |
| AMERICAN CENTURY COMPANIES INC | 0.03% | 0.03% | #172 | $71.9M | 3.6M | $57.3M | 3.4M | +242,694+7.19% | Add | |
| SEI INVESTMENTS CO | 0.06% | 0.06% | #124 | $70.7M | 3.6M | $62.6M | 3.7M | -135,066-3.66% | Reduce | |
| Aviso Financial Inc. | 2.36% | 2.08% | #1 | $67.8M | 3.4M | $58.5M | 3.4M | -38,881-1.13% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #398 | $64.0M | 3.2M | $46.3M | 2.8M | +366,275+12.91% | Add | |
| NATIXIS ADVISORS, LLC | 0.07% | 0.06% | #118 | $59.6M | 3.0M | $45.9M | 2.7M | +288,161+10.64% | Add | |
| Quantinno Capital Management LP | 0.07% | 0.07% | #112 | $59.0M | 3.0M | $40.7M | 2.4M | +564,965+23.54% | Add | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 0.34% | 0.33% | #26 | $49.9M | 2.5M | $42.5M | 2.5M | 00.00% | Unchanged | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.01% | 0.01% | #339 | $45.0M | 2.3M | $33.1M | 1.9M | +311,937+16.01% | Add | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #322 | $44.9M | 2.3M | $43.2M | 2.5M | -287,160-11.29% | Reduce | |
| AQR CAPITAL MANAGEMENT LLC | 0.01% | 0.01% | #243 | $42.6M | 2.1M | $26.3M | 1.5M | +590,238+38.08% | Add | |
| Capital Wealth Planning, LLC | 0.2% | 0.16% | #53 | $41.0M | 2.1M | $28.8M | 1.7M | +360,611+21.23% | Add | |
| UBS Group AG | <0.01% | 0.01% | #358 | $37.3M | 1.9M | $38.5M | 2.3M | -395,286-17.42% | Reduce | |
| DIMENSIONAL FUND ADVISORS LP | 0.01% | 0.01% | #333 | $36.7M | 1.8M | $32.9M | 1.9M | -93,791-4.83% | Reduce | |
| JONES FINANCIAL COMPANIES LLLP | 0.01% | 0.01% | #251 | $32.8M | 1.6M | $23.0M | 1.4M | +217,216+15.42% | Add | |
| Creative Planning | 0.02% | 0.02% | #219 | $30.8M | 1.5M | $22.3M | 1.3M | +233,094+17.72% | Add | |
| NATIONAL BANK OF CANADA /FI/ | 0.02% | 0.02% | #190 | $28.1M | 1.4M | $21.7M | 1.3M | +132,669+10.36% | Add | |
| Bank of New York Mellon Corp | <0.01% | <0.01% | #364 | $27.9M | 1.4M | $23.1M | 1.4M | +38,383+2.81% | Add | |
| Neuberger Berman Group LLC | 0.02% | 0.02% | #226 | $25.4M | 1.3M | $20.0M | 1.2M | +87,694+7.38% | Add | |
| THORNBURG INVESTMENT MANAGEMENT INC | 0.23% | 0.19% | #43 | $24.5M | 1.2M | $18.3M | 1.1M | +152,176+14.13% | Add | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.11% | 0.09% | #75 | $24.3M | 1.2M | $18.6M | 1.1M | +127,481+11.65% | Add | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | <0.01% | <0.01% | #369 | $24.2M | 1.2M | $20.7M | 1.2M | -248-0.02% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #334 | $23.8M | 1.2M | $24.3M | 1.4M | -235,326-16.42% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #463 | $20.5M | 1.0M | $1.4M | 81,447 | +950,693+1,167.25% | Add | |
| Curi Capital, LLC | 0.3% | 0.12% | #30 | $19.5M | 986,652 | $6.8M | 401,363 | +585,289+145.83% | Add | |
| 1832 Asset Management L.P. | 0.01% | 0.02% | #291 | $18.8M | 946,370 | $16.4M | 966,378 | -20,008-2.07% | Reduce | |
| TD Waterhouse Canada Inc. | 0.05% | 0.05% | #137 | $18.8M | 928,117 | $15.8M | 895,769 | +32,348+3.61% | Add | |
| Federation des caisses Desjardins du Quebec | 0.06% | 0.06% | #131 | $18.5M | 931,287 | $15.5M | 910,997 | +20,290+2.23% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #376 | $18.0M | 907,092 | $15.7M | 927,435 | -20,343-2.19% | Reduce | |
| Crossmark Global Holdings, Inc. | 0.22% | 0.21% | #49 | $17.0M | 855,487 | $14.5M | 855,141 | +346+0.04% | Add | |
| SCS Capital Management LLC | 0.15% | 0.15% | #65 | $16.3M | 819,852 | $14.0M | 824,088 | -4,236-0.51% | Reduce | |
| QRG CAPITAL MANAGEMENT, INC. | 0.13% | 0.11% | #70 | $16.3M | 817,288 | $10.8M | 635,592 | +181,696+28.59% | Add | |
| Invesco Ltd. | <0.01% | <0.01% | #471 | $16.1M | 810,053 | $14.2M | 838,173 | -28,120-3.35% | Reduce | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #253 | $15.7M | 790,629 | $14.2M | 839,497 | -48,868-5.82% | Reduce | |
| Cerity Partners LLC | 0.02% | 0.02% | #220 | $14.9M | 748,920 | $13.4M | 792,470 | -43,550-5.50% | Reduce | |
| Permanens Capital L.P. | 1.18% | 1.26% | #7 | $11.5M | 574,236 | $9.8M | 575,644 | -1,408-0.24% | Reduce | |
| Pathstone Holdings, LLC | 0.03% | 0.04% | #167 | $11.4M | 570,727 | $9.8M | 578,090 | -7,363-1.27% | Reduce |