Public record / Tickers / MUFG

MUFG — MITSUBISHI UFJ FINANCIAL GROUP INC

Both disclosure regimes on one name: who in Congress filed about MUFG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming MUFG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
371
top-371 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $50.0K–$100K

Sale · traded 2023-07-10 → filed 2023-08-13. Ranked over every MUFG row by the provable lower bound, never a point estimate.

No member disclosed MUFG in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MUFG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MUFG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-05-12Bruce Westerman R–AR-4SaleTraded 04-21 +21d$1K–$15K
2025-04-16Bruce Westerman R–AR-4PurchaseTraded 03-21 +26d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-10 +34d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in MUFG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed MUFG in the trailing 12 months.

Congress ↔ notable managers · MUFG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MITSUBISHI UFJ FINANCIAL GRO

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of MUFG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Aristotle Capital Management, LLC$873M1
2BANK OF AMERICA CORP /DE/$208M1
3NORTHERN TRUST CORP$194M1
4BlackRock, Inc.$189M1
5FMR LLC$142M1
6MORGAN STANLEY$117M1
7ROYAL BANK OF CANADA$107M1
8Chevy Chase Trust Holdings, LLC$105M1
9ENVESTNET ASSET MANAGEMENT INC$86.3M1
10FIL Ltd$82.2M1
11TODD ASSET MANAGEMENT LLC$68.9M1
12SEI INVESTMENTS CO$62.6M1
13Aviso Financial Inc.$58.5M1
14AMERICAN CENTURY COMPANIES INC$57.3M1
15WELLS FARGO & COMPANY/MN$43.2M1
16Quantinno Capital Management LP$40.7M1
17UBS Group AG$38.5M1
18JANE STREET GROUP, LLC$35.9M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$33.1M1
20DIMENSIONAL FUND ADVISORS LP$32.9M1
21Capital Wealth Planning, LLC$28.8M1
22AQR CAPITAL MANAGEMENT LLC$26.3M1
23RAYMOND JAMES FINANCIAL INC$24.3M1
24Creative Planning$22.3M1
25NATIONAL BANK OF CANADA /FI/$21.7M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.7M1
27O'SHAUGHNESSY ASSET MANAGEMENT, LLC$18.6M1
28THORNBURG INVESTMENT MANAGEMENT INC$18.3M1
291832 Asset Management L.P.$16.4M1
30TD Waterhouse Canada Inc.$15.8M1
31LPL Financial LLC$15.7M1
32Federation des caisses Desjardins du Quebec$15.5M1
33STIFEL FINANCIAL CORP$14.2M1
34Invesco Ltd.$14.2M1
35SCS Capital Management LLC$14.0M1
36Cerity Partners LLC$13.4M1
37QRG CAPITAL MANAGEMENT, INC.$10.8M1
38Pathstone Holdings, LLC$9.8M1
39Permanens Capital L.P.$9.8M1
40Guardian Partners Inc.$9.5M1
41Moran Wealth Management, LLC$9.0M1
42TD ASSET MANAGEMENT INC$8.9M1
43WESTFIELD CAPITAL MANAGEMENT CO LP$8.8M1
44FIRST TRUST ADVISORS LP$8.1M1
45HighTower Advisors, LLC$8.1M1
46Vident Advisory, LLC$8.1M1
47Vanguard Personalized Indexing Management, LLC$8.0M1
48US BANCORP \DE\$7.5M1
49Cetera Investment Advisers$7.4M1
50TRUIST FINANCIAL CORP$7.2M1
51XY Capital Ltd$7.0M1
52Curi Capital, LLC$6.8M1
53CITIGROUP INC$6.7M1
54FACTORY MUTUAL INSURANCE CO$6.7M1
55QUADRANT CAPITAL GROUP LLC$6.6M1
56MERCER GLOBAL ADVISORS INC /ADV$6.5M1
57MML INVESTORS SERVICES, LLC$6.3M1
58Mariner, LLC$6.1M1
59EAGLE GLOBAL ADVISORS LLC$6.0M1
60BAMCO INC /NY/$5.7M1
61Orion Porfolio Solutions, LLC$5.7M1
62Focus Partners Wealth$5.5M1
63Callan Family Office, LLC$5.3M1
64Pekin Hardy Strauss, Inc.$5.3M1
65M&T BANK CORP$5.0M1
66BRASADA CAPITAL MANAGEMENT, LP$5.0M1
67Vise Technologies, Inc.$4.9M1
68Gradient Investments LLC$4.8M1
69RITHOLTZ WEALTH MANAGEMENT$4.8M1
70Massar Capital Management, LP$4.8M1
71Atria Investments, Inc$4.5M1
72ALLIANZ SE$4.3M1
73BANK OF MONTREAL /CAN/$4.2M1
74Naviter Wealth, LLC$4.0M1
75DIVERSIFY WEALTH MANAGEMENT, LLC$4.0M1
76EXENCIAL WEALTH ADVISORS, LLC$3.9M1
77Rockefeller Capital Management L.P.$3.5M1
78Laird Norton Wetherby Trust Company, LLC$3.3M1
79Sanctuary Advisors, LLC$3.3M1
80COMMONWEALTH EQUITY SERVICES, LLC$3.3M1
81Compound Planning, Inc.$3.1M1
82EVERGREEN CAPITAL MANAGEMENT LLC$3.1M1
83Altman Advisors, Inc.$3.0M1
84IEQ CAPITAL, LLC$3.0M1
85Caprock Group, LLC$2.9M1
86Qube Research & Technologies Ltd$2.9M1
87Corient Private Wealth LLC$2.7M1
88FULCRUM WEALTH ADVISORS, LLC$2.7M1
89Qtron Investments LLC$2.6M1
90&PARTNERS$2.6M1
91BENJAMIN EDWARDS INC$2.5M1
92Aaron Wealth Advisors LLC$2.4M1
93Legacy Wealth Asset Management, LLC$2.4M1
94OPPENHEIMER ASSET MANAGEMENT INC.$2.4M1
95Sequoia Financial Advisors, LLC$2.2M1
96BTC Capital Management, Inc.$2.1M1
97Beacon Pointe Advisors, LLC$2.1M1
98Allspring Global Investments Holdings, LLC$2.1M1
99INTRUST BANK NA$2.0M1
100ABN AMRO INVESTMENT SOLUTIONS$1.9M1
101UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
102BAILARD, INC.$1.9M1
103OSAIC HOLDINGS, INC.$1.8M1
104FEDERATED HERMES, INC.$1.8M1
105CHOREO, LLC$1.7M1
10617 CAPITAL PARTNERS, LLC$1.7M1
107Smartleaf Asset Management LLC$1.6M1
108GUARDIAN CAPITAL LP$1.5M1
109HANCOCK WHITNEY CORP$1.5M1
110HB Wealth Management, LLC$1.5M1
111LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$1.4M1
112FIFTH THIRD BANCORP$1.4M1
113Ballentine Partners, LLC$1.4M1
114GC Wealth Management RIA, LLC$1.4M1
115Marks Group Wealth Management, Inc$1.4M1
116ALLIANCEBERNSTEIN L.P.$1.3M1
117Calamos Advisors LLC$1.3M1
118Calamos Wealth Management LLC$1.3M1
119Advisors Asset Management, Inc.$1.3M1
120Jain Global LLC$1.3M1
121CIBC Asset Management Inc$1.3M1
122Trexquant Investment LP$1.2M1
123Abel Hall, LLC$1.1M1
124WEALTH ALLIANCE, LLC$1.1M1
125Checchi Capital Advisers, LLC$1.1M1
126GeoWealth Management, LLC$1.1M1
127SILVER OAK SECURITIES, INCORPORATED$1.1M1
128EWA, LLC$1.1M1
129WESTWOOD HOLDINGS GROUP INC$1.1M1
130Portside Wealth Group, LLC$1.1M1
131Sivia Capital Partners, LLC$1.1M1
132Harbour Capital Advisors, LLC$1.1M1
133NewEdge Advisors, LLC$1.1M1
134FLPUTNAM INVESTMENT MANAGEMENT CO$1.1M1
135FRANKLIN RESOURCES INC$1.0M1
136Dynasty Wealth Management, LLC$1.0M1
137Limestone Investment Advisors LP$1.0M1
138Engineers Gate Manager LP$1.0M1
139Y-Intercept (Hong Kong) Ltd$991K1
140D. E. Shaw & Co., Inc.$985K1
141Themes Management Co LLC$961K1
142DAVENPORT & Co LLC$958K1
143PERSONAL CFO SOLUTIONS, LLC$910K1
144Summit Trail Advisors, LLC$886K1
145ASSETMARK, INC$879K1
146Linden Thomas Advisory Services, LLC$863K1
147Clearstead Advisors, LLC$863K1
148SAGESPRING WEALTH PARTNERS, LLC$851K1
149Prospera Financial Services Inc$850K1
150Henshaw Capital LLC$824K1
151Rehmann Capital Advisory Group$823K1
152GTS SECURITIES LLC$803K1
153Kathmere Capital Management, LLC$770K1
154PRINCIPAL SECURITIES, INC.$750K1
155PINNACLE ASSOCIATES LTD$749K1
156Aprio Wealth Management, LLC$746K1
157BLAIR WILLIAM & CO/IL$738K1
158Five Oceans Advisors$732K1
159NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$724K1
160CWM, LLC$724K1
161Fiera Capital Corp$719K1
162Successful Portfolios LLC$719K1
163Cordatus Wealth Management LLC$715K1
164Aquatic Capital Management LLC$711K1
165XTX Topco Ltd$708K1
166Private Advisor Group, LLC$707K1
167Pinnacle Financial Partners, Inc.$685K1
168Bridgewater Advisors Inc.$681K1
169MISSION WEALTH MANAGEMENT, LP$679K1
170Gallacher Capital Management LLC$673K1
171Optas, LLC$665K1
172NORDEN GROUP LLC$649K1
173EVOLVE PRIVATE WEALTH, LLC$645K1
174SAGE RHINO CAPITAL LLC$645K1
175Frec Markets, Inc.$643K1
176West Family Investments, Inc.$620K1
177COLDSTREAM CAPITAL MANAGEMENT INC$611K1
178STATE STREET CORP$577K1
179Third View Private Wealth, LLC$570K1
180Cetera Trust Company, N.A$560K1
181Lido Advisors, LLC$548K1
182Swiss Life Asset Management Ltd$541K1
183Wedmont Private Capital$534K1
184Cresset Asset Management, LLC$526K1
185SEEDS INVESTOR LLC$526K1
186Main Street Research LLC$517K1
187Resonant Capital Advisors, LLC$516K1
188COMMERCE BANK$509K1
189Waverly Advisors, LLC$491K1
190Pinnacle Wealth Planning Services, Inc.$466K1
191SUSQUEHANNA INTERNATIONAL GROUP, LLP$466K1
192Bleakley Financial Group, LLC$463K1
193OneDigital Investment Advisors LLC$461K1
194Savant Capital, LLC$460K1
195ELEVATION POINT WEALTH PARTNERS, LLC$443K1
196TWO SIGMA INVESTMENTS, LP$428K1
197Vestmark Advisory Solutions, Inc.$424K1
198Americana Partners, LLC$424K1
199Hardy Reed LLC$424K1
200PDS Planning, Inc$420K1
201Envestnet Portfolio Solutions, Inc.$414K1
202Cromwell Holdings LLC$410K1
203Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$403K1
204Gibbs Wealth Management$389K1
205Blue Trust, Inc.$389K1
206AlTi Global, Inc.$388K1
207Independent Advisor Alliance$387K1
208SYM FINANCIAL Corp$387K1
209May Hill Capital, LLC$380K1
210MGO ONE SEVEN LLC$374K1
211EP Wealth Advisors, LLC$373K1
212Kestra Advisory Services, LLC$369K1
213Walkner Condon Financial Advisors LLC$368K1
214AXQ CAPITAL, LP$363K1
215Storgate, LLC$360K1
216a16z Perennial Management, L.P.$358K1
217Allworth Financial LP$356K1
218Merit Financial Group, LLC$352K1
219RIVERSEDGE ADVISORS, LLC$348K1
220Ashton Thomas Private Wealth, LLC$346K1
221Legacy Wealth Partners, LLC$342K1
222Choate Investment Advisors$334K1
223JACKSON THORNTON WEALTH MANAGEMENT, LLC$329K1
224180 WEALTH ADVISORS, LLC$326K1
225EVERPAR ADVISORS LLC$323K1
226MOODY NATIONAL BANK TRUST DIVISION$319K1
227MAI Capital Management$316K1
228OLD NATIONAL BANCORP /IN/$314K1
229Snowden Capital Advisors LLC$313K1
230Beverly Hills Private Wealth, LLC$312K1
231Livet Wealth, LLC$311K1
232JOURNEY STRATEGIC WEALTH LLC$309K1
233NewEdge Wealth, LLC$303K1
23455 North Private Wealth, LLC$301K1
235Foster Group, Inc.$298K1
236Transamerica Financial Advisors, LLC$298K1
237DENALI ADVISORS LLC$295K1
238Kingsview Wealth Management, LLC$294K1
239FIDUCIARY TRUST CO$291K1
240Savvy Advisors, Inc.$289K1
241XPONANCE LLC$281K1
242ONE WEALTH CAPITAL MANAGEMENT, LLC$277K1
243Mattson Financial Services, LLC$274K1
244Sowell Financial Services LLC$274K1
245Perigon Wealth Management, LLC$271K1
246First Affirmative Financial Network$266K1
247Focus Partners Advisor Solutions, LLC$264K1
248Dynamic Advisor Solutions LLC$262K1
249Apollon Wealth Management, LLC$262K1
250EARNED WEALTH ADVISORS, LLC$261K1
251EVOKE WEALTH, LLC$260K1
252Concurrent Investment Advisors, LLC$259K1
253BAKER TILLY WEALTH MANAGEMENT, LLC$259K1
254Brown Financial Advisors$258K1
255CIBC Bancorp USA Inc.$258K1
256BINGHAM PRIVATE WEALTH, LLC$258K1
257HUB Investment Partners, LLC$252K1
258SmartHarvest Portfolios, LLC$244K1
259WRAPMANAGER INC$240K1
260World Investment Advisors$237K1
261SAPIENT CAPITAL LLC$236K1
262XXI WEALTH, LLC$228K1
263U.S. Capital Wealth Advisors, LLC$227K1
264Frank, Rimerman Advisors LLC$224K1
265VERUS CAPITAL PARTNERS, LLC$221K1
266HBK Sorce Advisory LLC$218K1
267Independent Solutions Wealth Management, LLC$215K1
268BRANDES INVESTMENT PARTNERS, LP$210K1
269MILLENNIUM MANAGEMENT LLC$208K1
270Modern Wealth Management, LLC$208K1
271Sunpointe, LLC$207K1
272Texas Capital Bank Wealth Management Services Inc$204K1
273Ascent Group, LLC$204K1
274WINDWARD CAPITAL MANAGEMENT CO /CA$204K1
275Diversified Trust Co$201K1
276FIDELIS CAPITAL PARTNERS, LLC$199K1
277SCOTIA CAPITAL INC.$199K1
278Coastal Bridge Advisors, LLC$198K1
279Keebeck Wealth Management$196K1
280Moors & Cabot, Inc.$193K1
281SELDON CAPITAL LP$191K1
282STEPHENS INC /AR/$190K1
283Wealthspire Advisors, LLC$190K1
284Flatrock Wealth Partners LLC$188K1
285LVW Advisors, LLC$188K1
286Walleye Trading LLC$186K1
287Leo Wealth, LLC$184K1
288Wallace Advisory Group, LLC$182K1
289Sepio Capital, LP$179K1
290Campbell Deegan Wealth Management, LLC$178K1
291Soltis Investment Advisors LLC$176K1
292ANGELES WEALTH MANAGEMENT, LLC$175K1
293Iron Gate Global Advisors LLC$175K1
294Pure Financial Advisors, LLC$174K1
295INSIGNEO ADVISORY SERVICES, LLC$172K1
296Owl Creek Wealth Partners LLC$142K1
297Parkside Financial Bank & Trust$126K1
298Steward Partners Investment Advisory, LLC$108K1
299Addison Advisors LLC$93.7K1
300True Wealth Design, LLC$76.2K1
301Solstein Capital, LLC$74.3K1
302AlphaCore Capital LLC$72.3K1
303Annis Gardner Whiting Capital Advisors, LLC$57.0K1
304JFS WEALTH ADVISORS, LLC$56.8K1
305Larson Financial Group LLC$39.8K1
306Key FInancial Inc$36.1K1
307Tower Research Capital LLC (TRC)$34.0K1
308JPL Wealth Management, LLC$32.2K1
309MATHER GROUP, LLC.$30.5K1
310Signature Equity Partners, LLC$28.8K1
311Physician Wealth Advisors, Inc.$28.1K1
312Bell Investment Advisors, Inc$25.4K1
313Wellington Grp LLC$24.2K1
314Grove Bank & Trust$23.2K1
315Destiny Wealth Partners, LLC$23.0K1
316SJS Investment Consulting Inc.$22.8K1
317Triumph Capital Management$21.6K1
318TD Capital Management LLC$20.6K1
319Asset Dedication, LLC$20.4K1
320FINANCIAL CONSULATE, INC$18.1K1
321UMB Bank, n.a.$14.7K1
322Cassaday & Co Wealth Management LLC$13.5K1
323SHP Wealth Management$13.5K1
324SALEM INVESTMENT COUNSELORS INC$13.4K1
325Retirement Wealth Solutions LLC$12.9K1
326Atlantic Union Bankshares Corp$12.3K1
327CENTRAL TRUST Co$11.6K1
328Glass Jacobson Investment Advisors llc$11.0K1
329Acumen Wealth Advisors, LLC$9.3K1
330CNB Bank$9.1K1
331Kingdom Financial Group LLC.$9.1K1
332EFG International AG$7.9K1
333Intentional Wealth Strategies, LLC$7.8K1
334Bangor Savings Bank$7.3K1
335MONTAG A & ASSOCIATES INC$7.1K1
336MV CAPITAL MANAGEMENT, INC.$6.8K1
337HighMark Wealth Management LLC$6.2K1
338Key Capital Management, INC$5.1K1
339Beaird Harris Wealth Management, LLC$4.9K1
340Abound Wealth Management$4.7K1
341Truvestments Capital LLC$4.4K1
342AMERIFLEX GROUP, INC.$3.6K1
343GHP Investment Advisors, Inc.$3.6K1
344CVA Family Office, LLC$3.5K1
345Dogwood Wealth Management LLC$3.5K1
346American Capital Advisory, LLC$3.4K1
347HM PAYSON & CO$3.4K1
348Hamrick Investment Counsel, llc$3.4K1
349Granite FO LLC$3.2K1
350PARK AVENUE SECURITIES LLC$3.1K1
351Wilmington Savings Fund Society, FSB$3.0K1
352BROWN, LISLE/CUMMINGS, INC.$2.9K1
353WealthCollab, LLC$2.9K1
354Kilter Group LLC$2.5K1
355Godfrey Financial Associates, Inc.$2.5K1
356Crewe Advisors LLC$2.3K1
357ARMSTRONG ADVISORY GROUP, INC$2.0K1
358Advocate Investing Services LLC$2.0K1
359ALBION FINANCIAL GROUP /UT$1.9K1
360WPG Advisers, LLC$1.4K1
361Elevated Capital Advisors, LLC$1.1K1
362Caitong International Asset Management Co., Ltd$8991
363Bayforest Capital Ltd$5771
364Frazier Financial Advisors, LLC$5611
365Nvest Wealth Strategies, Inc.$5271
366Hunter Perkins Capital Management, LLC$4811
367GODSEY & GIBB, INC$1701
368Stone House Investment Management, LLC$1361
369Capital Analysts, LLC$411
370Westfuller Advisors, LLC$71
371Avion Wealth$21
Truncated by Public Filings. The published aggregate ranks the top 371 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MUFG

RETAINED WINDOW · ACTIVE HITS

Zero hits on MUFG in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for MUFG · financials and macro

Financials — as filed PLANNED

MUFG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MUFG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing