HoldingsChannel.com
Funds Holding MUFG

On this page, we present all of the funds holding MUFG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MUFG, with a link to that fund's top holdings. The next columns indicate the amount of MUFG stock held by each of the funds holding MUFG, followed by the MUFG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 362 funds holding MUFG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Aristotle Capital Management LLC. For more details on the positions held by Aristotle Capital Management LLC (or by any of the other funds holding MUFG), click the fund name in the "Holder" column of the funds-holding-MUFG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Aristotle Capital Management LLC $588,701 12/31/2023
     MUFG66,737,492$574,610 12/31/2023
     FOREIGN1,643,800$14,091 12/31/2023
Bank of America Corp DE17,972,018$154,739 12/31/2023
     MUFG17,972,018$154,739 12/31/2023
Natixis Advisors L.P.11,680,872$119,495 03/31/2024
     MUFG11,680,872$119,495 03/31/2024
Goldman Sachs Group Inc.11,508,806$99,091 12/31/2023
     MUFG11,508,806$99,091 12/31/2023
Morgan Stanley7,645,933$65,831 12/31/2023
     MUFG7,645,933$65,831 12/31/2023
Fisher Asset Management LLC6,730,968$57,954 12/31/2023
     MUFG6,730,968$57,954 12/31/2023
BlackRock Inc.6,587,172$56,716 12/31/2023
     MUFG6,587,172$56,716 12/31/2023
Northern Trust Corp6,563,627$56,513 12/31/2023
     MUFG6,563,627$56,513 12/31/2023
Dimensional Fund Advisors LP5,873,087$50,567 12/31/2023
     MUFG5,873,087$50,567 12/31/2023
Boston Common Asset Management LLC $45,697 03/31/2024
     COM4,040,418$41,567 03/31/2024
     MUFG403,756$4,130 03/31/2024
FMR LLC4,687,800$40,362 12/31/2023
     MUFG4,687,800$40,362 12/31/2023
Royal Bank of Canada4,224,943$36,377 12/31/2023
     MUFG4,224,943$36,377 12/31/2023
Envestnet Asset Management Inc.3,856,228$33,202 12/31/2023
     MUFG3,856,228$33,202 12/31/2023
Todd Asset Management LLC3,670,909$31,607 12/31/2023
     MUFG3,670,909$31,607 12/31/2023
Sei Investments Co.2,966,248$25,539 12/31/2023
     MUFG2,966,248$25,539 12/31/2023
Raymond James & Associates2,421,565$24,773 03/31/2024
     MUFG2,421,565$24,773 03/31/2024
Brandes Investment Partners LP2,410,931$20,758 12/31/2023
     MUFG2,410,931$20,758 12/31/2023
Invesco Ltd.2,123,867$18,286 12/31/2023
     MUFG2,123,867$18,286 12/31/2023
Stifel Financial Corp2,012,848$17,331 12/31/2023
     MUFG2,012,848$17,331 12/31/2023
Teachers Retirement System of The State of Kentucky1,937,140$16,679 12/31/2023
     MUFG1,937,140$16,679 12/31/2023
Philadelphia Financial Management of San Francisco LLC1,877,079$16,162 12/31/2023
     MUFG1,877,079$16,162 12/31/2023
Wells Fargo & Company MN1,731,206$14,906 12/31/2023
     MUFG1,731,206$14,906 12/31/2023
American Century Companies Inc.1,469,608$12,653 12/31/2023
     MUFG1,469,608$12,653 12/31/2023
Millennium Management LLC1,183,499$10,190 12/31/2023
     MUFG1,183,499$10,190 12/31/2023
Qube Research & Technologies Ltd1,020,214$8,784 12/31/2023
     MUFG1,020,214$8,784 12/31/2023
Herr Investment Group LLC1,017,464$8,760 12/31/2023
     MUFG1,017,464$8,760 12/31/2023
Massachusetts Financial Services Co. MA966,637$8,323 12/31/2023
     MUFG966,637$8,323 12/31/2023
Clearbridge Investments LLC905,764$7,799 12/31/2023
     MUFG905,764$7,799 12/31/2023
CIBC World Markets Inc.883,578$7,608 12/31/2023
     MUFG883,578$7,608 12/31/2023
Bamco Inc. NY824,897$7,102 12/31/2023
     MUFG824,897$7,102 12/31/2023
Chevy Chase Trust Holdings Inc.805,670$6,937 12/31/2023
     MUFG805,670$6,937 12/31/2023
UBS Group AG745,772$6,421 12/31/2023
     MUFG745,772$6,421 12/31/2023
Crossmark Global Holdings Inc.740,247$6,374 12/31/2023
     MUFG740,247$6,374 12/31/2023
Citigroup Inc.640,334$5,513 12/31/2023
     MUFG640,334$5,513 12/31/2023
Price T Rowe Associates Inc. MD621,586$5,352 12/31/2023
     MUFG621,586$5,352 12/31/2023
QRG Capital Management Inc.595,558$5,128 12/31/2023
     MUFG595,558$5,128 12/31/2023
Moran Wealth Management LLC588,818$5,070 12/31/2023
     MUFG588,818$5,070 12/31/2023
Bank of New York Mellon Corp495,492$5,069 03/31/2024
     MUFG495,492$5,069 03/31/2024
M&T Bank Corp564,459$4,860 12/31/2023
     MUFG564,459$4,860 12/31/2023
O Shaughnessy Asset Management LLC537,248$4,626 12/31/2023
     MUFG537,248$4,626 12/31/2023
Veriti Management LLC413,772$4,233 03/31/2024
     MUFG413,772$4,233 03/31/2024
Quantinno Capital Management LP469,048$4,039 12/31/2023
     MUFG469,048$4,039 12/31/2023
Federated Hermes Inc.466,601$4,017 12/31/2023
     MUFG466,601$4,017 12/31/2023
Guardian Capital Advisors LP451,401$4,013 12/31/2023
     MUFG451,401$4,013 12/31/2023
Thornburg Investment Management Inc.441,417$3,827 12/31/2023
     MUFG441,417$3,827 12/31/2023
Renaissance Technologies LLC436,600$3,759 12/31/2023
     MUFG436,600$3,759 12/31/2023
Creative Planning417,947$3,599 12/31/2023
     MUFG417,947$3,599 12/31/2023
Tocqueville Asset Management L.P.409,720$3,528 12/31/2023
     MUFG409,720$3,528 12/31/2023
HighTower Advisors LLC403,938$3,479 12/31/2023
     MUFG403,938$3,479 12/31/2023
Truist Financial Corp397,376$3,421 12/31/2023
     MUFG397,376$3,421 12/31/2023
Dorsey Wright & Associates389,837$3,356 12/31/2023
     MUFG389,837$3,356 12/31/2023
Capital Wealth Planning LLC361,515$3,113 12/31/2023
     MUFG361,515$3,113 12/31/2023
Penserra Capital Management LLC361,515$3,112 12/31/2023
     MUFG361,515$3,112 12/31/2023
Charles Schwab Investment Management Inc.356,192$3,067 12/31/2023
     MUFG356,192$3,067 12/31/2023
Tudor Investment Corp Et Al340,545$2,932 12/31/2023
     MUFG340,545$2,932 12/31/2023
The PNC Financial Services Group Inc. $2,856 12/31/2023
     MUFG329,954$2,841 12/31/2023
     Common Stock864$15 12/31/2023
Forum Financial Management LP331,716$2,856 12/31/2023
     MUFG331,716$2,856 12/31/2023
Pathstone Holdings LLC327,040$2,814 12/31/2023
     MUFG327,040$2,814 12/31/2023
Naviter Wealth LLC262,208$2,682 03/31/2024
     MUFG262,208$2,682 03/31/2024
Orion Portfolio Solutions LLC291,697$2,593 12/31/2023
     MUFG291,697$2,593 12/31/2023
Legacy Wealth Asset Management LLC244,160$2,498 03/31/2024
     MUFG244,160$2,498 03/31/2024
Capital Fund Management S.A.287,030$2,471 12/31/2023
     MUFG287,030$2,471 12/31/2023
Cerity Partners LLC276,483$2,381 12/31/2023
     MUFG276,483$2,381 12/31/2023
Integrated Wealth Concepts LLC275,582$2,373 12/31/2023
     MUFG275,582$2,373 12/31/2023
US Bancorp DE271,062$2,334 12/31/2023
     MUFG271,062$2,334 12/31/2023
Atria Investments LLC261,480$2,248 12/31/2023
     MUFG261,480$2,248 12/31/2023
Mercer Global Advisors Inc. ADV260,348$2,242 12/31/2023
     MUFG260,348$2,242 12/31/2023
Norden Group LLC216,865$2,219 03/31/2024
     MUFG216,865$2,219 03/31/2024
JPMorgan Chase & Co.251,622$2,166 12/31/2023
     MUFG251,622$2,166 12/31/2023
Deutsche Bank AG249,836$2,151 12/31/2023
     MUFG249,836$2,151 12/31/2023
JustInvest LLC241,909$2,083 12/31/2023
     MUFG241,909$2,083 12/31/2023
Ameriprise Financial Inc.240,914$2,074 12/31/2023
     MUFG240,914$2,074 12/31/2023
Synovus Financial Corp236,960$2,040 12/31/2023
     MUFG236,960$2,040 12/31/2023
Augustine Asset Management Inc.236,727$2,038 12/31/2023
     MUFG236,727$2,038 12/31/2023
Signaturefd LLC226,755$1,952 12/31/2023
     MUFG226,755$1,952 12/31/2023
Mariner LLC225,450$1,941 12/31/2023
     MUFG225,450$1,941 12/31/2023
Yousif Capital Management LLC223,760$1,927 12/31/2023
     MUFG223,760$1,927 12/31/2023
Rhumbline Advisers218,963$1,885 12/31/2023
     MUFG218,963$1,885 12/31/2023
Pekin Hardy Strauss Inc.206,900$1,781 12/31/2023
     MUFG206,900$1,781 12/31/2023
Ethic Inc.205,867$1,773 12/31/2023
     MUFG205,867$1,773 12/31/2023
Altman Advisors Inc.199,628$1,719 12/31/2023
     MUFG199,628$1,719 12/31/2023
Alaethes Wealth LLC197,640$1,702 12/31/2023
     MUFG197,640$1,702 12/31/2023
Georgetown University197,539$1,701 12/31/2023
     MUFG197,539$1,701 12/31/2023
Lockheed Martin Investment Management Co.194,160$1,672 12/31/2023
     MUFG194,160$1,672 12/31/2023
Citadel Advisors LLC $1,502 12/31/2023
     MUFG180,231$1,552 12/31/2023
     Put6,500$56 12/31/2023
     Call700$6 12/31/2023
Wetherby Asset Management Inc.168,401$1,450 12/31/2023
     MUFG168,401$1,450 12/31/2023
Ritholtz Wealth Management139,795$1,430 03/31/2024
     MUFG139,795$1,430 03/31/2024
Advisor Group Holdings Inc.161,717$1,392 12/31/2023
     MUFG161,717$1,392 12/31/2023
CI Private Wealth LLC160,306$1,380 12/31/2023
     MUFG160,306$1,380 12/31/2023
Paradigm Asset Management Co. LLC160,100$1,376 12/31/2023
     COM160,100$1,376 12/31/2023
Qtron Investments LLC158,078$1,361 12/31/2023
     MUFG158,078$1,361 12/31/2023
BNP Paribas Arbitrage SA155,939$1,343 12/31/2023
     MUFG155,939$1,343 12/31/2023
Quantbot Technologies LP154,807$1,333 12/31/2023
     MUFG154,807$1,333 12/31/2023
Aquatic Capital Management LLC151,400$1,304 12/31/2023
     MUFG151,400$1,304 12/31/2023
Greenleaf Trust147,476$1,270 12/31/2023
     MUFG147,476$1,270 12/31/2023
Townsquare Capital LLC147,468$1,270 12/31/2023
     MUFG147,468$1,270 12/31/2023
Calamos Wealth Management LLC145,763$1,255 12/31/2023
     MUFG145,763$1,255 12/31/2023
Y Intercept Hong Kong Ltd144,989$1,248 12/31/2023
     MUFG144,989$1,248 12/31/2023
Fifth Third Bancorp118,749$1,215 03/31/2024
     MUFG118,749$1,215 03/31/2024
Victory Capital Management Inc.139,404$1,200 12/31/2023
     MUFG139,404$1,200 12/31/2023
Schechter Investment Advisors LLC138,957$1,196 12/31/2023
     MUFG138,957$1,196 12/31/2023
Schonfeld Strategic Advisors LLC138,200$1,190 12/31/2023
     MUFG138,200$1,190 12/31/2023
D. E. Shaw & Co. Inc.137,041$1,180 12/31/2023
     MUFG137,041$1,180 12/31/2023
Cubist Systematic Strategies LLC135,372$1,166 12/31/2023
     MUFG135,372$1,166 12/31/2023
MML Investors Services LLC132,935$1,145 12/31/2023
     MUFG132,935$1,145 12/31/2023
17 Capital Partners LLC111,683$1,143 03/31/2024
     MUFG111,683$1,143 03/31/2024
Bailard Inc.127,693$1,099 12/31/2023
     MUFG127,693$1,099 12/31/2023
Tiger Pacific Capital LP126,161$1,086 12/31/2023
     MUFG126,161$1,086 12/31/2023
Vident Advisory LLC124,973$1,076 12/31/2023
     MUFG124,973$1,076 12/31/2023
AXQ Capital LP123,700$1,065 12/31/2023
     MUFG123,700$1,065 12/31/2023
BTC Capital Management Inc.101,201$1,035 03/31/2024
     MUFG101,201$1,035 03/31/2024
Cetera Advisor Networks LLC118,287$1,018 12/31/2023
     MUFG118,287$1,018 12/31/2023
Pacer Advisors Inc.116,364$1,002 12/31/2023
     MUFG116,364$1,002 12/31/2023
Total Clarity Wealth Management Inc.96,680$989 03/31/2024
     MUFG96,680$989 03/31/2024
Park Avenue Securities LLC95,671$979 03/31/2024
     MUFG95,671$979 03/31/2024
United Capital Financial Advisers LLC113,447$977 12/31/2023
     MUFG113,447$977 12/31/2023
Quadrant Capital Group LLC112,371$968 12/31/2023
     MUFG112,371$968 12/31/2023
Eqis Capital Management Inc.110,587$952 12/31/2023
     MUFG110,587$952 12/31/2023
Te Ahumairangi Investment Management Ltd110,041$947 12/31/2023
     MUFG110,041$947 12/31/2023
Confluence Investment Management LLC92,156$943 03/31/2024
     MUFG92,156$943 03/31/2024
Highland Capital Management LLC106,900$920 12/31/2023
     MUFG106,900$920 12/31/2023
Telemus Capital LLC98,856$851 12/31/2023
     MUFG98,856$851 12/31/2023
AdvisorShares Investments LLC98,258$846 12/31/2023
     MUFG98,258$846 12/31/2023
Commonwealth Equity Services LLC96,775$833 12/31/2023
     MUFG96,775$833 12/31/2023
Janney Montgomery Scott LLC96,237$828 12/31/2023
     MUFG96,237$828 12/31/2023
Atomi Financial Group Inc.95,456$822 12/31/2023
     MUFG95,456$822 12/31/2023
DAVENPORT & Co LLC95,109$819 12/31/2023
     MUFG95,109$819 12/31/2023
HRT Financial LP91,839$790 12/31/2023
     MUFG91,839$790 12/31/2023
Envestnet Portfolio Solutions Inc.90,446$779 12/31/2023
     MUFG90,446$779 12/31/2023
EWA LLC82,189$778 12/31/2023
     MUFG82,189$778 12/31/2023
Atlas Capital Advisors LLC75,376$771 03/31/2024
     MUFG75,376$771 03/31/2024
Atom Investors LP88,795$765 12/31/2023
     MUFG88,795$765 12/31/2023
LPL Financial LLC85,882$739 12/31/2023
     MUFG85,882$739 12/31/2023
Dfpg Investments LLC84,109$717 12/31/2023
     MUFG84,109$717 12/31/2023
Checchi Capital Advisers LLC69,673$713 03/31/2024
     MUFG69,673$713 03/31/2024
Harbour Capital Advisors LLC71,560$711 03/31/2024
     MUFG71,560$711 03/31/2024
Captrust Financial Advisors81,573$702 12/31/2023
     MUFG81,573$702 12/31/2023
Cresset Asset Management LLC79,999$689 12/31/2023
     MUFG79,999$689 12/31/2023
Intrust Bank NA79,513$685 12/31/2023
     MUFG79,513$685 12/31/2023
Private Advisor Group LLC78,157$673 12/31/2023
     MUFG78,157$673 12/31/2023
Rehmann Capital Advisory Group77,702$669 12/31/2023
     MUFG77,702$669 12/31/2023
Simplicity Wealth LLC65,219$667 03/31/2024
     MUFG65,219$667 03/31/2024
Moors & Cabot Inc.71,937$619 12/31/2023
     MUFG71,937$619 12/31/2023
Aaron Wealth Advisors60,186$616 03/31/2024
     MUFG60,186$616 03/31/2024
Eagle Asset Management Inc.68,171$587 12/31/2023
     MUFG68,171$587 12/31/2023
Bank of Montreal Can65,826$567 12/31/2023
     MUFG65,826$567 12/31/2023
Hunter Perkins Capital Management LLC55,200$565 03/31/2024
     MUFG55,200$565 03/31/2024
Dorsey & Whitney Trust CO LLC61,920$533 12/31/2023
     MUFG61,920$533 12/31/2023
Anthracite Investment Company Inc.59,942$516 12/31/2023
     MUFG59,942$516 12/31/2023
Sawtooth Solutions LLC59,497$512 12/31/2023
     MUFG59,497$512 12/31/2023
Bleakley Financial Group LLC59,497$512 12/31/2023
     MUFG59,497$512 12/31/2023
Evergreen Capital Management LLC58,813$506 12/31/2023
     MUFG58,813$506 12/31/2023
Sequoia Financial Advisors LLC57,682$497 12/31/2023
     MUFG57,682$497 12/31/2023
PEAK6 Investments LLC57,041$491 12/31/2023
     MUFG57,041$491 12/31/2023
Raymond James Trust N.A.46,871$479 03/31/2024
     MUFG46,871$479 03/31/2024
Ballentine Partners LLC46,401$475 03/31/2024
     MUFG46,401$475 03/31/2024
Oppenheimer Asset Management Inc.53,866$464 12/31/2023
     MUFG53,866$464 12/31/2023
CAPROCK Group Inc.53,245$458 12/31/2023
     MUFG53,245$458 12/31/2023
Successful Portfolios LLC44,470$455 03/31/2024
     MUFG44,470$455 03/31/2024
Blair William & Co. IL51,724$445 12/31/2023
     MUFG51,724$445 12/31/2023
Susquehanna International Group LLP51,010$439 12/31/2023
     MUFG51,010$439 12/31/2023
Clarius Group LLC42,597$436 03/31/2024
     MUFG42,597$436 03/31/2024
Whittier Trust Co.49,858$429 12/31/2023
     MUFG49,858$429 12/31/2023
Sage Rhino Capital LLC41,124$421 03/31/2024
     MUFG41,124$421 03/31/2024
GWM Advisors LLC46,803$412 12/31/2023
     MUFG46,803$412 12/31/2023
West Family Investments Inc.47,752$411 12/31/2023
     MUFG47,752$411 12/31/2023
Engineers Gate Manager LP46,442$400 12/31/2023
     MUFG46,442$400 12/31/2023
Franklin Resources Inc.46,059$397 12/31/2023
     MUFG46,059$397 12/31/2023
Allspring Global Investments Holdings LLC38,724$396 03/31/2024
     MUFG38,724$396 03/31/2024
Personal CFO Solutions LLC45,982$396 12/31/2023
     MUFG45,982$396 12/31/2023
Point72 Asset Management L.P.45,600$393 12/31/2023
     MUFG45,600$393 12/31/2023
Johnson Investment Counsel Inc.45,070$388 12/31/2023
     MUFG45,070$388 12/31/2023
Raymond James Financial Services Advisors Inc.37,830$387 03/31/2024
     MUFG37,830$387 03/31/2024
Pinnacle Wealth Planning Services Inc.44,845$386 12/31/2023
     MUFG44,845$386 12/31/2023
RNC Capital Management LLC44,665$385 12/31/2023
     MUFG44,665$385 12/31/2023
SILVER OAK SECURITIES Inc44,548$384 12/31/2023
     MUFG44,548$384 12/31/2023
apricus wealth LLC44,475$383 12/31/2023
     MUFG44,475$383 12/31/2023
Glenmede Trust Co. NA44,340$382 12/31/2023
     MUFG44,340$382 12/31/2023
Vise Technologies Inc.44,396$382 12/31/2023
     MUFG44,396$382 12/31/2023
Prudential Financial Inc.44,232$381 12/31/2023
     MUFG44,232$381 12/31/2023
Traveka Wealth LLC36,795$376 03/31/2024
     MUFG36,795$376 03/31/2024
Valeo Financial Advisors LLC36,939$372 03/31/2024
     MUFG36,939$372 03/31/2024
Seven Eight Capital LP42,876$369 12/31/2023
     MUFG42,876$369 12/31/2023
Advisors Asset Management Inc.42,705$368 12/31/2023
     MUFG42,705$368 12/31/2023
Everpar Advisors LLC35,705$365 03/31/2024
     MUFG35,705$365 03/31/2024
Hancock Whitney Corp39,994$344 12/31/2023
     MUFG39,994$344 12/31/2023
Shilanski & Associates Inc.33,457$342 03/31/2024
     MUFG33,457$342 03/31/2024
Neuberger Berman Group LLC39,552$341 12/31/2023
     MUFG39,552$341 12/31/2023
Procyon Private Wealth Partners LLC32,999$338 03/31/2024
     MUFG32,999$338 03/31/2024
Lindbrook Capital LLC31,516$322 03/31/2024
     MUFG31,516$322 03/31/2024
Financial Counselors Inc.36,221$312 12/31/2023
     MUFG36,221$312 12/31/2023
Angeles Investment Advisors LLC36,072$311 12/31/2023
     MUFG36,072$311 12/31/2023
Flow Traders U.S. LLC36,001$310 12/31/2023
     MUFG36,001$310 12/31/2023
Claro Advisors LLC30,033$307 03/31/2024
     MUFG30,033$307 03/31/2024
Boston Private Wealth LLC35,702$307 12/31/2023
     MUFG35,702$307 12/31/2023
Gallacher Capital Management LLC35,647$307 12/31/2023
     MUFG35,647$307 12/31/2023
State Street Corp35,530$306 12/31/2023
     MUFG35,530$306 12/31/2023
Portside Wealth Group LLC29,854$305 03/31/2024
     MUFG29,854$305 03/31/2024
Team Hewins LLC34,839$300 12/31/2023
     MUFG34,839$300 12/31/2023
Assetmark Inc.34,479$297 12/31/2023
     MUFG34,479$297 12/31/2023
Optas LLC28,350$290 03/31/2024
     MUFG28,350$290 03/31/2024
Cetera Trust Company N.A33,595$289 12/31/2023
     MUFG33,595$289 12/31/2023
180 Wealth Advisors LLC27,381$280 03/31/2024
     MUFG27,381$280 03/31/2024
Wrapmanager Inc.32,305$278 12/31/2023
     MUFG32,305$278 12/31/2023
Parallel Advisors LLC32,037$276 12/31/2023
     MUFG32,037$276 12/31/2023
Pinnacle Associates Ltd.26,517$271 03/31/2024
     MUFG26,517$271 03/31/2024
Keel Point LLC25,871$265 03/31/2024
     MUFG25,871$265 03/31/2024
Knights of Columbus Asset Advisors LLC30,769$265 12/31/2023
     MUFG30,769$265 12/31/2023
AE Wealth Management LLC28,782$265 12/31/2023
     MUFG28,782$265 12/31/2023
Beverly Hills Private Wealth LLC30,044$259 12/31/2023
     MUFG30,044$259 12/31/2023
NBC Securities Inc.25,283$258 03/31/2024
     MUFG25,283$258 03/31/2024
Commerce Bank29,580$255 12/31/2023
     MUFG29,580$255 12/31/2023
Five Oceans Advisors24,842$254 03/31/2024
     MUFG24,842$254 03/31/2024
Northwestern Mutual Wealth Management Co.29,421$253 12/31/2023
     MUFG29,421$253 12/31/2023
Benjamin F. Edwards & Company Inc.29,129$251 12/31/2023
     MUFG29,129$251 12/31/2023
Prime Capital Investment Advisors LLC28,657$247 12/31/2023
     MUFG28,657$247 12/31/2023
Kestra Advisory Services LLC28,352$244 12/31/2023
     MUFG28,352$244 12/31/2023
Cozad Asset Management Inc.27,272$235 12/31/2023
     MUFG27,272$235 12/31/2023
Trust Point Inc.22,613$231 03/31/2024
     MUFG22,613$231 03/31/2024
Ronald Blue Trust Inc.27,050$229 12/31/2023
     MUFG27,050$229 12/31/2023
New York State Common Retirement Fund26,123$225 12/31/2023
     MUFG26,123$225 12/31/2023
GAMMA Investing LLC21,865$224 03/31/2024
     MUFG21,865$224 03/31/2024
OLD National Bancorp IN21,628$221 03/31/2024
     MUFG21,628$221 03/31/2024
TD Asset Management Inc.25,621$221 12/31/2023
     MUFG25,621$221 12/31/2023
Windward Capital Management Co. CA25,536$220 12/31/2023
     MUFG25,536$220 12/31/2023
Verus Capital Partners LLC25,200$217 12/31/2023
     MUFG25,200$217 12/31/2023
Psagot Value Holdings Ltd. Israel 25,000$215 12/31/2023
     MUFG25,000$215 12/31/2023
Rockefeller Capital Management L.P.24,767$213 12/31/2023
     MUFG24,767$213 12/31/2023
PDS Planning Inc24,382$210 12/31/2023
     MUFG24,382$210 12/31/2023
XTX Topco Ltd23,776$205 12/31/2023
     MUFG23,776$205 12/31/2023
Lake Street Advisors Group LLC23,494$202 12/31/2023
     MUFG23,494$202 12/31/2023
Wiley BROS. Aintree Capital LLC19,662$201 03/31/2024
     MUFG19,662$201 03/31/2024
Russell Investments Group Ltd.23,179$200 12/31/2023
     MUFG23,179$200 12/31/2023
VanderPol Investments L.L.C.19,211$197 03/31/2024
     MUFG19,211$197 03/31/2024
Callan Capital LLC22,695$195 12/31/2023
     MUFG22,695$195 12/31/2023
First Affirmative Financial Network18,525$190 03/31/2024
     MUFG18,525$190 03/31/2024
Cetera Investment Advisers21,104$182 12/31/2023
     MUFG21,104$182 12/31/2023
Aprio Wealth Management LLC17,670$181 03/31/2024
     MUFG17,670$181 03/31/2024
Linden Thomas Advisory Services LLC21,018$181 12/31/2023
     MUFG21,018$181 12/31/2023
FFT Wealth Management LLC20,946$180 12/31/2023
     MUFG20,946$180 12/31/2023
Wedmont Private Capital17,606$178 03/31/2024
     MUFG17,606$178 03/31/2024
HighPoint Advisor Group LLC16,687$175 12/31/2023
     MUFG16,687$175 12/31/2023
We Are One Seven LLC20,099$173 12/31/2023
     MUFG20,099$173 12/31/2023
Tower Research Capital LLC TRC 19,674$169 12/31/2023
     MUFG19,674$169 12/31/2023
Resonant Capital Advisors LLC19,677$169 12/31/2023
     MUFG19,677$169 12/31/2023
Stratos Wealth Partners LTD.16,363$167 03/31/2024
     MUFG16,363$167 03/31/2024
Brown Advisory Inc.15,816$162 03/31/2024
     MUFG15,816$162 03/31/2024
Simplex Trading LLC $155 03/31/2024
     MUFG19,862$203 03/31/2024
     Put12,300$125 03/31/2024
     Call7,600$77 03/31/2024
Sapient Capital LLC14,800$151 03/31/2024
     MUFG14,800$151 03/31/2024
Abel Hall LLC17,394$150 12/31/2023
     MUFG17,394$150 12/31/2023
Moreno Evelyn V17,035$147 12/31/2023
     MUFG17,035$147 12/31/2023
Vanguard Capital Wealth Advisors14,000$143 03/31/2024
     MUFG14,000$143 03/31/2024
Manchester Capital Management LLC16,442$142 12/31/2023
     MUFG16,442$142 12/31/2023
Walkner Condon Financial Advisors LLC13,634$140 03/31/2024
     MUFG13,634$140 03/31/2024
Ieq Capital LLC16,230$140 12/31/2023
     MUFG16,230$140 12/31/2023
Legacy Financial Advisors Inc.16,024$138 12/31/2023
     MUFG16,024$138 12/31/2023
Putnam FL Investment Management Co.15,865$137 12/31/2023
     MUFG15,865$137 12/31/2023
Smartleaf Asset Management LLC15,695$135 12/31/2023
     MUFG15,695$135 12/31/2023
Coldstream Capital Management Inc.15,093$130 12/31/2023
     MUFG15,093$130 12/31/2023
Mission Wealth Management LP15,116$130 12/31/2023
     MUFG15,116$130 12/31/2023
Fidelis Capital Partners LLC15,051$130 12/31/2023
     MUFG15,051$130 12/31/2023
Beacon Pointe Advisors LLC14,926$129 12/31/2023
     MUFG14,926$129 12/31/2023
FDx Advisors Inc.14,717$127 12/31/2023
     MUFG14,717$127 12/31/2023
Wallace Advisory Group LLC12,200$125 03/31/2024
     MUFG12,200$125 03/31/2024
Sunpointe LLC12,204$125 03/31/2024
     MUFG12,204$125 03/31/2024
Balyasny Asset Management LLC14,432$124 12/31/2023
     MUFG14,432$124 12/31/2023
Baker Tilly Financial LLC14,263$123 12/31/2023
     MUFG14,263$123 12/31/2023
Premier Path Wealth Partners LLC11,773$120 03/31/2024
     MUFG11,773$120 03/31/2024
Cottonwood Capital Advisors LLC13,894$120 12/31/2023
     MUFG13,894$120 12/31/2023
Scientech Research LLC13,763$118 12/31/2023
     MUFG13,763$118 12/31/2023
Seven Mile Advisory13,345$115 12/31/2023
     MUFG13,345$115 12/31/2023
Apollon Wealth Management LLC13,214$114 12/31/2023
     MUFG13,214$114 12/31/2023
Sage Mountain Advisors LLC10,830$111 03/31/2024
     MUFG10,830$111 03/31/2024
InterOcean Capital Group LLC12,821$110 12/31/2023
     MUFG12,821$110 12/31/2023
Allworth Financial LP10,513$108 03/31/2024
     MUFG10,513$108 03/31/2024
Edmond DE Rothschild Holding S.A. $108 12/31/2023
     Call600,000$108 12/31/2023
One Wealth Management Investment & Advisory Services LLC12,496$108 12/31/2023
     MUFG12,496$108 12/31/2023
Huntington National Bank12,348$106 12/31/2023
     MUFG12,348$106 12/31/2023
Burns Matteson Capital Management LLC12,210$105 12/31/2023
     MUFG12,210$105 12/31/2023
Cambridge Investment Research Advisors Inc.10,131$104 03/31/2024
     MUFG10,131$104 03/31/2024
Hilltop Holdings Inc.11,960$103 12/31/2023
     MUFG11,960$103 12/31/2023
Sanibel Captiva Trust Company Inc.11,681$101 12/31/2023
     MUFG11,681$101 12/31/2023
Bessemer Group Inc.11,666$100 12/31/2023
     MUFG11,666$100 12/31/2023
Farther Finance Advisors LLC11,377$98 12/31/2023
     MUFG11,377$98 12/31/2023
Xponance Inc.11,269$97 12/31/2023
     MUFG11,269$97 12/31/2023
Principal Street Partners LLC11,193$96 12/31/2023
     MUFG11,193$96 12/31/2023
Atria Wealth Solutions Inc.10,815$93 12/31/2023
     MUFG10,815$93 12/31/2023
Waldron Private Wealth LLC10,591$91 12/31/2023
     MUFG10,591$91 12/31/2023
Lido Advisors LLC10,602$91 12/31/2023
     MUFG10,602$91 12/31/2023
Global Retirement Partners LLC8,672$89 03/31/2024
     MUFG8,672$89 03/31/2024
AXA S.A.10,381$89 12/31/2023
     MUFG10,381$89 12/31/2023
Blue Barn Wealth LLC10,233$88 12/31/2023
     MUFG10,233$88 12/31/2023
WorthPointe LLC10,062$87 12/31/2023
     MUFG10,062$87 12/31/2023
Camden Capital LLC10,031$86 12/31/2023
     MUFG10,031$86 12/31/2023
Hexagon Capital Partners LLC6,570$67 03/31/2024
     MUFG6,570$67 03/31/2024
National Bank of Canada FI7,150$61 12/31/2023
     MUFG7,150$61 12/31/2023
Transamerica Financial Advisors Inc.5,918$51 12/31/2023
     MUFG5,918$51 12/31/2023
Addison Advisors LLC5,209$45 12/31/2023
     MUFG5,209$45 12/31/2023
Principal Securities Inc.3,747$32 12/31/2023
     MUFG3,747$32 12/31/2023
EverSource Wealth Advisors LLC3,648$31 12/31/2023
     MUFG3,648$31 12/31/2023
JFS Wealth Advisors LLC3,349$29 12/31/2023
     MUFG3,349$29 12/31/2023
Parkside Financial Bank & Trust3,204$28 12/31/2023
     MUFG3,204$28 12/31/2023
Rise Advisors LLC2,594$27 03/31/2024
     MUFG2,594$27 03/31/2024
BOKF NA2,782$24 12/31/2023
     MUFG2,782$24 12/31/2023
Boyd Watterson Asset Management LLC OH2,838$24 12/31/2023
     MUFG2,838$24 12/31/2023
Glassman Wealth Services2,809$24 12/31/2023
     MUFG2,809$24 12/31/2023
Redmont Wealth Advisors LLC2,173$22 03/31/2024
     MUFG2,173$22 03/31/2024
Advisory Services Network LLC2,054$18 12/31/2023
     MUFG2,054$18 12/31/2023
Macquarie Group Ltd.1,967$17 12/31/2023
     MUFG1,967$17 12/31/2023
HHM Wealth Advisors LLC1,995$17 12/31/2023
     MUFG1,995$17 12/31/2023
FSA Wealth Management LLC2,000$17 12/31/2023
     MUFG2,000$17 12/31/2023
Jones Financial Companies Lllp1,801$16 12/31/2023
     MUFG1,801$16 12/31/2023
Pin Oak Investment Advisors Inc.1,821$16 12/31/2023
     MUFG1,821$16 12/31/2023
AdvisorNet Financial Inc1,442$15 03/31/2024
     MUFG1,442$15 03/31/2024
FinTrust Capital Advisors LLC1,774$15 12/31/2023
     MUFG1,774$15 12/31/2023
RFP Financial Group LLC1,800$15 12/31/2023
     MUFG1,800$15 12/31/2023
Park Place Capital Corp1,385$14 03/31/2024
     MUFG1,385$14 03/31/2024
Montag A & Associates Inc.1,420$12 12/31/2023
     MUFG1,420$12 12/31/2023
Key Financial Inc1,300$11 12/31/2023
     MUFG1,300$11 12/31/2023
Hanson & Doremus Investment Management924$9 03/31/2024
     MUFG924$9 03/31/2024
CWM LLC907$9 03/31/2024
     MUFG907$9 03/31/2024
Rosenberg Matthew Hamilton910$9 03/31/2024
     MUFG910$9 03/31/2024
Salem Investment Counselors Inc.787$8 03/31/2024
     MUFG787$8 03/31/2024
Mather Group LLC.659$7 03/31/2024
     MUFG659$7 03/31/2024
Pinnacle Bank687$7 03/31/2024
     MUFG687$7 03/31/2024
Glass Jacobson Investment Advisors llc650$7 03/31/2024
     MUFG650$7 03/31/2024
Bruce G. Allen Investments LLC611$6 03/31/2024
     MUFG611$6 03/31/2024
Group One Trading L.P. $6 12/31/2023
     Call800$7 12/31/2023
     Put300$3 12/31/2023
     MUFG210$2 12/31/2023
Carolinas Wealth Consulting LLC662$6 12/31/2023
     MUFG662$6 12/31/2023
Coppell Advisory Solutions LLC749$6 12/31/2023
     MUFG749$6 12/31/2023
Dunhill Financial LLC717$6 12/31/2023
     MUFG717$6 12/31/2023
Sugarloaf Wealth Management LLC448$5 03/31/2024
     MUFG448$5 03/31/2024
Zions Bancorporation N.A.560$5 12/31/2023
     MUFG560$5 12/31/2023
CNB Bank535$5 12/31/2023
     MUFG535$5 12/31/2023
Eagle Bay Advisors LLC584$5 12/31/2023
     MUFG584$5 12/31/2023
First Financialcorp IN390$4 03/31/2024
     MUFG390$4 03/31/2024
Sunbelt Securities Inc.343$4 03/31/2024
     MUFG343$4 03/31/2024
Harbour Investments Inc.441$4 12/31/2023
     MUFG441$4 12/31/2023
IFP Advisors Inc411$4 12/31/2023
     MUFG411$4 12/31/2023
Steward Partners Investment Advisory LLC514$4 12/31/2023
     MUFG514$4 12/31/2023
Acima Private Wealth LLC478$4 12/31/2023
     MUFG478$4 12/31/2023
Bell Investment Advisors Inc471$4 12/31/2023
     MUFG471$4 12/31/2023
CVA Family Office LLC245$3 03/31/2024
     MUFG245$3 03/31/2024
Brown Brothers Harriman & Co.368$3 12/31/2023
     MUFG368$3 12/31/2023
Hazlett Burt & Watson Inc.397$3 12/31/2023
     MUFG397$3 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC390$3 12/31/2023
     MUFG390$3 12/31/2023
Princeton Global Asset Management LLC302$3 12/31/2023
     MUFG302$3 12/31/2023
DecisionPoint Financial LLC372$3 12/31/2023
     MUFG372$3 12/31/2023
JJJ Advisors Inc.244$2 03/31/2024
     MUFG244$2 03/31/2024
Arlington Trust Co LLC185$2 03/31/2024
     MUFG185$2 03/31/2024
Motco192$2 12/31/2023
     MUFG192$2 12/31/2023
Tortoise Investment Management LLC218$2 12/31/2023
     MUFG218$2 12/31/2023
Financial Gravity Asset Management Inc.192$2 12/31/2023
     MUFG192$2 12/31/2023
Harbor Investment Advisory LLC54$1 03/31/2024
     MUFG54$1 03/31/2024
Financial Management Professionals Inc.103$1 03/31/2024
     MUFG103$1 03/31/2024
Kayne Anderson Rudnick Investment Management LLC122$1 12/31/2023
     MUFG122$1 12/31/2023
ClariVest Asset Management LLC150$1 12/31/2023
     MUFG150$1 12/31/2023
Johnson Financial Group Inc.139$1 12/31/2023
     MUFG139$1 12/31/2023
Avion Wealth169$1 12/31/2023
     MUFG169$1 12/31/2023
Beaird Harris Wealth Management LLC109$1 12/31/2023
     MUFG109$1 12/31/2023
Frazier Financial Advisors LLC87$1 12/31/2023
     MUFG87$1 12/31/2023
LM Advisors LLC170$1 12/31/2023
     MUFG170$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     MUFG0$0 12/31/2023

See Summary: Institutional Holders of MUFG
See Details: Top 10 Hedge Funds Holding MUFG
Also See: MUFG Holdings Changes

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