Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

MITSUBISHI UFJ FINANCIAL GROUP INC

CIK 0000067088MBFJFMUFG· quarter ending 2026-06-30
Shares outstanding
11,867,710,920
Held by 13F filers
338,627,121
2.9% of shares outstanding
Holders
575
+34 vs 2026-03-31 · 87 new, 53 exited
Value
$6.7B
shares -0.0% vs prior quarter

Share classes (cover page of the 20-F filed 2026-07-06, as of 2026-03-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockyes · NYSE11,867,710,920338,627,1212.9%575606822104

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
606822104SPONSORED ADS575338,627,12111,867,710,9202.9%$6.7B3 call / 1 put13DGholders →
J44497105FOREIGNnot common1848,100——$16.7M—NPORTholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 32 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 575 · 606822104)

change vs 2026-03-31
#FilerShares% of classValueChange
1Fisher Asset Management, LLC97,910,3460.83%$1.9B+2,221,042 (+2.3%)
2Aristotle Capital Management, LLC48,170,0660.41%$958.1M-3,286,319 (-6.4%)
3GOLDMAN SACHS GROUP INC14,874,9820.13%$295.9M+491,654 (+3.4%)
4BlackRock, Inc.13,073,4230.11%$260.0M+1,957,031 (+17.6%)
5BANK OF AMERICA CORP /DE/12,472,2090.11%$248.1M+243,820 (+2.0%)
6NORTHERN TRUST CORP11,066,3300.09%$220.1M-349,928 (-3.1%)
7FMR LLC9,187,1040.08%$182.7M+813,931 (+9.7%)
8MORGAN STANLEY6,886,9400.06%$137.0M-13,490 (-0.2%)
9ROYAL BANK OF CANADA6,445,6170.05%$128.2M+129,669 (+2.1%)
10Chevy Chase Trust Holdings, LLC6,274,1130.05%$124.8M+84,784 (+1.4%)
11Clearbridge Investments, LLC5,723,1730.05%$113.8M-1,229,935 (-17.7%)
12FIL Ltd5,667,2870.05%$112.7M+821,649 (+17.0%)
13ENVESTNET ASSET MANAGEMENT INC4,822,5390.04%$95.9M-263,620 (-5.2%)
14TODD ASSET MANAGEMENT LLC4,028,3930.03%$80.1M-33,251 (-0.8%)
15AMERICAN CENTURY COMPANIES INC3,616,6000.03%$71.9M+242,694 (+7.2%)
16SEI INVESTMENTS CO3,555,5890.03%$70.7M-135,066 (-3.7%)
17Aviso Financial Inc.3,407,5280.03%$67.8M-38,881 (-1.1%)
18JPMORGAN CHASE & CO3,204,0480.03%$64.0M+366,275 (+12.9%)
19NATIXIS ADVISORS, LLC2,995,6680.03%$59.6M+288,161 (+10.6%)
20Quantinno Capital Management LP2,964,5660.02%$59.0M+564,965 (+23.5%)
21TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY2,506,3100.02%$49.9M—
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,260,1670.02%$45.0M+311,937 (+16.0%)
23WELLS FARGO & COMPANY/MN2,256,2900.02%$44.9M-287,160 (-11.3%)
24AQR CAPITAL MANAGEMENT LLC2,140,2360.02%$42.6M+590,238 (+38.1%)
25Capital Wealth Planning, LLC2,059,5060.02%$41.0M+360,611 (+21.2%)
26UBS Group AG1,874,0940.02%$37.3M-395,286 (-17.4%)
27DIMENSIONAL FUND ADVISORS LP1,847,4810.02%$36.7M-93,791 (-4.8%)
28JONES FINANCIAL COMPANIES LLLP1,625,8820.01%$32.8M+217,216 (+15.4%)
29Creative Planning1,548,8780.01%$30.8M+233,094 (+17.7%)
30NATIONAL BANK OF CANADA /FI/1,413,4330.01%$28.1M+132,669 (+10.4%)
31Bank of New York Mellon Corp1,402,1090.01%$27.9M+38,383 (+2.8%)
32NEUBERGER BERMAN GROUP LLC1,276,4270.01%$25.4M+87,694 (+7.4%)
33THORNBURG INVESTMENT MANAGEMENT INC1,229,4070.01%$24.5M+152,176 (+14.1%)
34O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,221,4050.01%$24.3M+127,481 (+11.7%)
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,217,3150.01%$24.2M-248 (-0.0%)
36RAYMOND JAMES FINANCIAL INC1,198,0520.01%$23.8M-235,326 (-16.4%)
37Curi Capital, LLC986,6520.01%$19.5M+585,289 (+145.8%)
381832 Asset Management L.P.946,3700.01%$18.8M-20,008 (-2.1%)
39Federation des caisses Desjardins du Quebec931,2870.01%$18.5M+20,290 (+2.2%)
40TD Waterhouse Canada Inc.928,1170.01%$18.8M+32,348 (+3.6%)
41LPL Financial LLC907,0920.01%$18.0M-20,343 (-2.2%)
42Crossmark Global Holdings, Inc.855,4870.01%$17.0M+346 (+0.0%)
43SCS Capital Management LLC819,8520.01%$16.3M-4,236 (-0.5%)
44QRG CAPITAL MANAGEMENT, INC.817,2880.01%$16.3M+181,696 (+28.6%)
45Invesco Ltd.810,0530.01%$16.1M-28,120 (-3.4%)
46STIFEL FINANCIAL CORP790,6290.01%$15.7M-48,868 (-5.8%)
47Cerity Partners LLC748,9200.01%$14.9M-43,550 (-5.5%)
48Permanens Capital L.P.574,2360.00%$11.5M-1,408 (-0.2%)
49Pathstone Holdings, LLC570,7270.00%$11.4M-7,363 (-1.3%)
50CIBC WORLD MARKET INC.535,8400.00%$10.7M-32,328 (-5.7%)
51BARCLAYS PLC522,6370.00%$10.4MNEW
52Vanguard Personalized Indexing Management, LLC518,5400.00%$10.3M+48,775 (+10.4%)
53WESTFIELD CAPITAL MANAGEMENT CO LP514,7570.00%$10.2M-1,297 (-0.3%)
54Boston Common Asset Management, LLC487,4810.00%$9.7M-79,364 (-14.0%)
55Vident Advisory, LLC484,8350.00%$9.6M+10,384 (+2.2%)
56FIRST TRUST ADVISORS LP473,4020.00%$9.4M-3,045 (-0.6%)
57HighTower Advisors, LLC468,9010.00%$9.3M-6,186 (-1.3%)
58MML INVESTORS SERVICES, LLC444,1080.00%$8.8M+69,943 (+18.7%)
59US BANCORP \DE\426,6470.00%$8.5M-14,914 (-3.4%)
60CITIGROUP INC422,3050.00%$8.4M+26,123 (+6.6%)
61BNP PARIBAS FINANCIAL MARKETS418,3480.00%$8.3M-587,902 (-58.4%)
62MERCER GLOBAL ADVISORS INC /ADV415,2700.00%$8.3M+33,133 (+8.7%)
63TRUIST FINANCIAL CORP415,1830.00%$8.3M-8,801 (-2.1%)
64Guardian Partners Inc.406,6840.00%$8.1M-151,545 (-27.1%)
65Cetera Investment Advisers401,4050.00%$8.0M-35,913 (-8.2%)
66QUADRANT CAPITAL GROUP LLC392,9550.00%$7.8M+3,483 (+0.9%)
67Mariner, LLC390,6400.00%$7.8M+31,132 (+8.7%)
68Moran Wealth Management, LLC383,7240.00%$7.6M-144,380 (-27.3%)
69Allianz SE378,0000.00%$7.5M+123,000 (+48.2%)
70Vise Technologies, Inc.375,8410.00%$7.5M+64,046 (+20.5%)
71Qube Research & Technologies Ltd373,0900.00%$7.4M+204,990 (+121.9%)
72Russell Investments Group, Ltd.370,4370.00%$7.4M+76,215 (+25.9%)
73PNC Financial Services Group, Inc.364,8620.00%$7.3M+39,483 (+12.1%)
74HRT FINANCIAL LP354,1110.00%$7.0MNEW
75EAGLE GLOBAL ADVISORS LLC352,8390.00%$7.0M-1,475 (-0.4%)
76Focus Partners Wealth349,3450.00%$7.0M+25,328 (+7.8%)
77AUGUSTINE ASSET MANAGEMENT INC346,5010.00%$6.9M-3,959 (-1.1%)
78MILLENNIUM MANAGEMENT LLC337,1630.00%$6.7M+324,897 (+2648.8%)
79BAMCO INC /NY/336,5330.00%$6.7M—
80Pekin Hardy Strauss, Inc.319,8740.00%$6.4M+10,325 (+3.3%)
81FACTORY MUTUAL INSURANCE CO315,4640.00%$6.3M-78,866 (-20.0%)
82AMERIPRISE FINANCIAL INC315,4200.00%$6.3M+18,462 (+6.2%)
83Callan Family Office, LLC314,1070.00%$6.2M-455 (-0.1%)
84PRICE T ROWE ASSOCIATES INC /MD/314,0150.00%$6.2M-22,197 (-6.6%)
85Nuveen, LLC311,8540.00%$6.2MNEW
86SIGNATUREFD, LLC307,4970.00%$6.1M+16,282 (+5.6%)
87M&T Bank Corp302,3790.00%$6.0M-11,945 (-3.8%)
88Gradient Investments LLC301,7210.00%$6.0M+16,157 (+5.7%)
89Naviter Wealth, LLC297,3000.00%$6.0M+61,470 (+26.1%)
90Henry James International Management Inc.296,7120.00%$5.9M+56,606 (+23.6%)
91RITHOLTZ WEALTH MANAGEMENT294,0710.00%$5.8M+12,957 (+4.6%)
92BRASADA CAPITAL MANAGEMENT, LP290,8910.00%$5.8M+8,403 (+3.0%)
93BESSEMER GROUP INC285,9180.00%$5.7M+9,506 (+3.4%)
94Orion Porfolio Solutions, LLC282,6230.00%$5.6M-50,920 (-15.3%)
95Savant Capital, LLC262,5770.00%$5.6M+235,446 (+867.8%)
96Atria Investments, Inc236,1380.00%$4.7M-26,987 (-10.3%)
97Rockefeller Capital Management L.P.231,3220.00%$4.6M+22,879 (+11.0%)
98RHUMBLINE ADVISERS228,6090.00%$4.5M+18,282 (+8.7%)
99EVERGREEN CAPITAL MANAGEMENT LLC228,5440.00%$4.5M+48,652 (+27.0%)
100Diversify Advisory Services, LLC222,0850.00%$5.1MNEW
101DIVERSIFY WEALTH MANAGEMENT, LLC222,0850.00%$5.1M-5,068 (-2.2%)
102PARK AVENUE SECURITIES LLC206,4950.00%$4.1M+21,019 (+11.3%)
103Compound Planning, Inc.205,8510.00%$4.1M+21,706 (+11.8%)
104Sanctuary Advisors, LLC203,0850.00%$4.0M+6,787 (+3.5%)
105IEQ CAPITAL, LLC203,0570.00%$4.0M+27,227 (+15.5%)
106TORONTO DOMINION BANK199,9970.00%$4.0M-3,253,546 (-94.2%)
107Laird Norton Wetherby Trust Company, LLC196,8890.00%$4.0M+562 (+0.3%)
108HOHIMER WEALTH MANAGEMENT, LLC193,6990.00%$3.9MNEW
109JCIC Asset Management Inc.186,4690.00%$3.2M—
110COMMONWEALTH EQUITY SERVICES, LLC183,6440.00%$3.7M-10,350 (-5.3%)
111MITCHELL CAPITAL MANAGEMENT CO176,1880.00%$3.5M+164 (+0.1%)
112Altman Advisors, Inc.176,1710.00%$3.5M-1,029 (-0.6%)
113Caprock Group, LLC174,5650.00%$3.5M+4,327 (+2.5%)
114BANK OF MONTREAL /CAN/172,5640.00%$3.4M-77,202 (-30.9%)
115&PARTNERS165,1860.00%$3.3M+25,154 (+18.0%)
116Sumitomo Mitsui Trust Group, Inc.163,5490.00%$3.3M+12,443 (+8.2%)
117Myriad Asset Management Advisors LLC161,9260.00%$3.2MNEW
118Corient Private Wealth LP161,2000.00%$3.2M-3,032 (-1.8%)
119Madison Asset Management, LLC158,9930.00%$3.2M-843 (-0.5%)
120Dorsey Wright & Associates157,1340.00%$3.1M-65,896 (-29.5%)
121FULCRUM WEALTH ADVISORS, LLC154,3800.00%$3.1M-3,281 (-2.1%)
122KEYBANK NATIONAL ASSOCIATION/OH152,6050.00%$3.0M+33,210 (+27.8%)
123Ethic Inc.151,0870.00%$3.0M+23,540 (+18.5%)
124Aaron Wealth Advisors LLC150,1010.00%$3.0M+10,567 (+7.6%)
125BENJAMIN EDWARDS INC148,2160.00%$2.9M+3,041 (+2.1%)
126Legacy Wealth Asset Management, LLC138,0180.00%$2.7M-884 (-0.6%)
127Allspring Global Investments Holdings, LLC137,4390.00%$2.8M+15,246 (+12.5%)
128Jain Global LLC132,4260.00%$2.6M+55,500 (+72.1%)
129CAPTRUST FINANCIAL ADVISORS131,4090.00%$2.6M-186,559 (-58.7%)
130BTC Capital Management, Inc.131,3410.00%$2.6M+4,973 (+3.9%)
131HANTZ FINANCIAL SERVICES, INC.127,7890.00%$2.5M+15,855 (+14.2%)
132Engineers Gate Manager LP125,9140.00%$2.5M+66,715 (+112.7%)
133UNITED CAPITAL FINANCIAL ADVISORS, LLC119,5060.00%$2.4M+6,528 (+5.8%)
134OSAIC HOLDINGS, INC.117,6140.00%$2.3M+8,845 (+8.1%)
135INTRUST BANK NA116,0930.00%$2.3M+412 (+0.4%)
136OPPENHEIMER ASSET MANAGEMENT INC.114,7140.00%$2.3M-24,011 (-17.3%)
137NATIONS FINANCIAL GROUP INC, /IA/ /ADV114,1620.00%$2.3M-21,578 (-15.9%)
138BAILARD, INC.112,0610.00%$2.2M+2,936 (+2.7%)
139Sivia Capital Partners, LLC112,0190.00%$2.2M+48,091 (+75.2%)
140Walleye Capital LLC111,7450.00%$2.2MNEW
141CHOREO, LLC108,0500.00%$2.1M+7,651 (+7.6%)
142CONFLUENCE INVESTMENT MANAGEMENT LLC106,7210.00%$2.1M-4,711 (-4.2%)
143Arax Advisory Partners106,2080.00%$2.1M+95,263 (+870.4%)
144Qtron Investments LLC104,8050.00%$2.1M-49,433 (-32.0%)
145Janney Montgomery Scott LLC102,8890.00%$2.0M-2,893 (-2.7%)
146Smartleaf Asset Management LLC100,4400.00%$2.0M—
14717 CAPITAL PARTNERS, LLC98,8450.00%$2.0M—
148Farther Finance Advisors, LLC98,6330.00%$2.0M-1,939 (-1.9%)
149GREENLEAF TRUST96,0290.00%$1.9M-2,793 (-2.8%)
150ALLIANCEBERNSTEIN L.P.95,8770.00%$1.6M+12,546 (+15.1%)
151BAROMETER CAPITAL MANAGEMENT INC.95,0000.00%$1.9M+6,300 (+7.1%)
152AdvisorShares Investments LLC94,2960.00%$1.9M-7,533 (-7.4%)
153GC Wealth Management RIA, LLC93,1740.00%$1.9M+12,086 (+14.9%)
154FEDERATED HERMES, INC.93,0420.00%$1.9M-14,741 (-13.7%)
155GUARDIAN CAPITAL LP91,1770.00%$1.8M+48 (+0.1%)
156HB Wealth Management, LLC90,6000.00%$1.8M+2,925 (+3.3%)
157Ballentine Partners, LLC88,5350.00%$1.8M+7,276 (+9.0%)
158Prime Capital Investment Advisors, LLC86,1560.00%$1.7M-4,127 (-4.6%)
159LOCKHEED MARTIN INVESTMENT MANAGEMENT CO84,5700.00%$1.7M—
160HANCOCK WHITNEY CORP83,4220.00%$1.7M-951 (-1.1%)
161Trexquant Investment LP82,6130.00%$1.6M+13,656 (+19.8%)
162Hudson Bay Capital Management LP81,3210.00%$1.6MNEW
163Y-Intercept (Hong Kong) Ltd80,9480.00%$1.6M+22,580 (+38.7%)
164Sequoia Financial Advisors, LLC80,6610.00%$1.6M-51,670 (-39.0%)
165Advisors Asset Management, Inc.79,7760.00%$1.6M+2,108 (+2.7%)
166FIFTH THIRD BANCORP78,0320.00%$1.6M-5,156 (-6.2%)
167Voleon Capital Management LP77,9710.00%$1.6MNEW
168HIGHLAND CAPITAL MANAGEMENT, LLC76,9000.00%$1.5M+100 (+0.1%)
169GeoWealth Management, LLC76,3190.00%$1.5M+9,591 (+14.4%)
170ABN AMRO INVESTMENT SOLUTIONS75,2000.00%$1.5M-39,600 (-34.5%)
171Dynasty Wealth Management, LLC74,9820.00%$1.5M+14,953 (+24.9%)
172CIBC Asset Management Inc74,1340.00%$1.5M-1,290 (-1.7%)
173Calamos Wealth Management LLC71,4350.00%$1.4M-6,276 (-8.1%)
174Integrated Wealth Concepts LLC71,1510.00%$1.4M+1,689 (+2.4%)
175GAMMA Investing LLC71,0400.00%$1.4M+9,809 (+16.0%)
176Abel Hall, LLC69,1200.00%$1.4M+1,490 (+2.2%)
177Versant Capital Management, Inc68,9450.00%$1.4M-492 (-0.7%)
178Global Retirement Partners, LLC67,7360.00%$1.3MNEW
179Checchi Capital Advisers, LLC66,2980.00%$1.3M-698 (-1.0%)
180WESTWOOD HOLDINGS GROUP INC65,7010.00%$1.3M-42 (-0.1%)
181EWA, LLC64,0470.00%$1.3M-1,747 (-2.7%)
182Parallel Advisors, LLC63,2730.00%$1.3M+88 (+0.1%)
183BALLAST ADVISORS LLC63,0690.00%$1.3M—
184NewEdge Advisors, LLC62,8200.00%$1.2M-617 (-1.0%)
185Harbour Capital Advisors, LLC62,3600.00%$1.4M+355 (+0.6%)
186Beacon Pointe Advisors, LLC61,9090.00%$1.2M-64,343 (-51.0%)
187WEALTH ALLIANCE, LLC59,5360.00%$1.2M-7,498 (-11.2%)
188Limestone Investment Advisors LP59,2130.00%$1.2M—
189Venturi Wealth Management, LLC57,6930.00%$1.1M+6,512 (+12.7%)
190FRANKLIN RESOURCES INC57,5170.00%$1.1M-2,915 (-4.8%)
191Portside Wealth Group, LLC57,4470.00%$1.1M-6,783 (-10.6%)
192DAVENPORT & Co LLC56,3820.00%$1.1M-54 (-0.1%)
193Kathmere Capital Management, LLC55,5620.00%$1.1M+10,199 (+22.5%)
194InTrack Investment Management Inc55,3010.00%$1.1M+14,132 (+34.3%)
195SUSQUEHANNA INTERNATIONAL GROUP, LLP54,8400.00%$1.1M+27,393 (+99.8%)
196Storgate, LLC54,5500.00%$1.1M+33,328 (+157.0%)
197Linden Thomas Advisory Services, LLC52,8540.00%$1.1M+2,013 (+4.0%)
198PERSONAL CFO SOLUTIONS, LLC52,4790.00%$1.1M-1,140 (-2.1%)
199FLPUTNAM INVESTMENT MANAGEMENT CO52,3670.00%$1.0M-9,574 (-15.5%)
200ASSETMARK, INC52,3220.00%$1.0M+541 (+1.0%)
201LOUISBOURG INVESTMENTS INC.52,0320.00%$1.0M—
202Summit Trail Advisors, LLC51,9420.00%$1.0M-244 (-0.5%)
203SAGESPRING WEALTH PARTNERS, LLC50,9640.00%$1.0M+836 (+1.7%)
204LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA50,0000.00%$995KNEW
205Fiera Capital Corp49,6920.00%$988K+7,298 (+17.2%)
206WEALTH ENHANCEMENT ADVISORY SERVICES, LLC49,6450.00%$1.1M+11,341 (+29.6%)
207Themes Management Co LLC49,2620.00%$980K-7,344 (-13.0%)
208TRUST POINT INC.49,0930.00%$976K+712 (+1.5%)
209Aprio Wealth Management, LLC48,8340.00%$971K+4,893 (+11.1%)
210Henshaw Capital LLC48,5630.00%$966K—
211ATLAS CAPITAL ADVISORS INC.48,0780.00%$956K+8,277 (+20.8%)
212Burns Matteson Capital Management, LLC47,8350.00%$951K-1,142 (-2.3%)
213DMC Group, LLC47,2390.00%$940K-5,234 (-10.0%)
214MISSION WEALTH MANAGEMENT, LP47,0530.00%$936K+7,060 (+17.7%)
215Frec Markets, Inc.46,9470.00%$934K+9,043 (+23.9%)
216Rehmann Capital Advisory Group46,5230.00%$925K-1,958 (-4.0%)
217BLAIR WILLIAM & CO/IL46,3800.00%$922K+2,868 (+6.6%)
218Prospera Financial Services Inc46,0900.00%$917K-4,021 (-8.0%)
219Dorsey & Whitney Trust CO LLC45,6880.00%$909K-79 (-0.2%)
220PINNACLE ASSOCIATES LTD44,1660.00%$878K—
221Successful Portfolios LLC44,0320.00%$936K—
222GLENMEDE TRUST CO NA43,3120.00%$861K-2,992 (-6.5%)
223Five Oceans Advisors43,1120.00%$857K—
224West Family Investments, Inc.43,0370.00%$856K+6,506 (+17.8%)
225RNC CAPITAL MANAGEMENT LLC42,8300.00%$852K-12,740 (-22.9%)
226Cordatus Wealth Management LLC42,5800.00%$847K+465 (+1.1%)
227NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO41,7710.00%$831K-885 (-2.1%)
228Optas, LLC39,9590.00%$795K+771 (+2.0%)
229EVOLVE PRIVATE WEALTH, LLC39,8070.00%$792K+1,816 (+4.8%)
230ANCHYRA PARTNERS LLC39,6950.00%$790K+2,015 (+5.3%)
231Bleakley Financial Group, LLC39,5710.00%$787K+12,281 (+45.0%)
232OPPENHEIMER & CO INC39,5190.00%$786KNEW
233Pinnacle Financial Partners, Inc.38,9250.00%$774K-1,412 (-3.5%)
234Traveka Wealth, LLC37,9390.00%$755K+91 (+0.2%)
235SAGE RHINO CAPITAL LLC37,6410.00%$749K-350 (-0.9%)
236COLDSTREAM CAPITAL MANAGEMENT INC37,5700.00%$747K+1,588 (+4.4%)
237Valeo Financial Advisors, LLC37,1870.00%$740K+5,006 (+15.6%)
238PRINCIPAL SECURITIES, INC.36,7560.00%$731K-7,437 (-16.8%)
239Bridgewater Advisors Inc.36,7350.00%$826K+162 (+0.4%)
240XPONANCE LLC35,6440.00%$709K+19,062 (+115.0%)
241Marks Group Wealth Management, Inc35,5410.00%$707K-44,024 (-55.3%)
242Cambridge Investment Research Advisors, Inc.35,4800.00%$706K+20,392 (+135.2%)
243Lido Advisors, LLC34,7280.00%$700K+2,453 (+7.6%)
244STATE STREET CORP34,0200.00%$687K—
245SYON CAPITAL LLC33,9820.00%$676K+2,212 (+7.0%)
246EverSource Wealth Advisors, LLC33,8570.00%$673K-13,710 (-28.8%)
247Resonant Capital Advisors, LLC33,4150.00%$672K+3,003 (+9.9%)
248MAI Capital Management33,4030.00%$669K+14,801 (+79.6%)
249ONE WEALTH CAPITAL MANAGEMENT, LLC33,3760.00%$664K+17,579 (+111.3%)
250Cetera Trust Company, N.A33,0200.00%$657K—
Exited since 2026-03-31 (53 filers; largest 25 shown)
JANE STREET GROUP, LLC−2,117,618
TD Asset Management Inc−525,366
XY Capital Ltd−411,425
Massar Capital Management, LP−280,000
Brooklyn Investment Group−241,824
EXENCIAL WEALTH ADVISORS, LLC−229,938
DRW Securities, LLC−117,772
ABC ARBITRAGE SA−85,154
Calamos Advisors LLC−77,711
SILVER OAK SECURITIES, INCORPORATED−66,203
D. E. Shaw & Co., Inc.−58,071
CWM, LLC−42,639
Aquatic Capital Management LLC−41,896
XTX Topco Ltd−41,734
Private Advisor Group, LLC−41,680
Americana Partners, LLC−24,985
Gibbs Wealth Management−22,939
AXQ CAPITAL, LP−21,407
a16z Perennial Management, L.P.−21,108
Beverly Hills Private Wealth, LLC−18,390
JOURNEY STRATEGIC WEALTH LLC−18,217
First Affirmative Financial Network−15,648
EARNED WEALTH ADVISORS, LLC−15,362
EVOKE WEALTH, LLC−15,321
U.S. Capital Wealth Advisors, LLC−13,376

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Sumitomo Mitsui Trust Group, Inc.SCHEDULE 13G/A2025-07-312025-06-30595,471,4004.9%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.