Mitsubishi UFJ Asset Management
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Mitsubishi UFJ Asset Management’s Interactive Brokers IBKR Stock Holding History

Mitsubishi UFJ Asset Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.5M Buy
1,050,804
+49,475
+5% +$4.12M 0.05% 289
2026
Q1 		$67.2M Buy
1,001,329
+68,948
+7% +$4.92M 0.05% 317
2025
Q4 		$62.7M Buy
932,381
+43,984
+5% +$2.94M 0.04% 318
2025
Q3 		$61.1M Buy
888,397
+514,389
+138% +$32.4M 0.04% 309
2025
Q2 		$20.7M Buy
374,008
+30,196
+9% +$1.43M 0.02% 497
2025
Q1 		$14.2M Buy
343,812
+342,768
+32,832% +$17M 0.01% 537
2024
Q4 		$48K Buy
1,044
+628
+151% +$26.4K ﹤0.01% 1053
2024
Q3 		$14.5K Hold
416
– – ﹤0.01% 1204
2024
Q2 		$12.8K Hold
416
– – ﹤0.01% 1178
2024
Q1 		$11.6K Hold
416
– – ﹤0.01% 1137
2023
Q4 		$9.01K Hold
416
– – ﹤0.01% 1148
2023
Q3 		$9K Buy
+416
New +$9.26K ﹤0.01% 1113
2018
Q4 		– Sell
-8,036
Closed -$111K – 930
2018
Q3 		$111K Sell
8,036
-884
-10% -$13.4K ﹤0.01% 841
2018
Q2 		$144K Sell
8,920
-508
-5% -$9.2K ﹤0.01% 776
2018
Q1 		$158K Sell
9,428
-352
-4% -$5.83K ﹤0.01% 760
2017
Q4 		$145K Sell
9,780
-284
-3% -$3.87K ﹤0.01% 764
2017
Q3 		$113K Sell
10,064
-428
-4% -$4.37K ﹤0.01% 773
2017
Q2 		$98K Sell
10,492
-612
-6% -$5.43K ﹤0.01% 787
2017
Q1 		$96K Buy
11,104
+1,152
+12% +$10.7K ﹤0.01% 784
2016
Q4 		$92K Sell
9,952
-160
-2% -$1.46K ﹤0.01% 786
2016
Q3 		$89K Buy
10,112
+1,856
+22% +$16.4K ﹤0.01% 774
2016
Q2 		$73K Buy
8,256
+912
+12% +$8.7K ﹤0.01% 786
2016
Q1 		$72K Buy
+7,344
New +$64.8K ﹤0.01% 793

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management's IBKR Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management increased its Interactive Brokers (IBKR) stake by 4.9% in Q2 2026, buying an estimated $4.12M and bringing the position to 1,050,804 shares worth $91.5M. The position accounts for 0.05% of the portfolio, ranked #289.

Mitsubishi UFJ Asset Management first reported a position in IBKR in Q1 2016 and has held it in 23 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Mitsubishi UFJ Asset Management held 1,050,804 shares of Interactive Brokers worth $91.5M as of Q2 2026.
  • Mitsubishi UFJ Asset Management bought 49,475 Interactive Brokers shares in Q2 2026, an estimated $4.12M.
  • Interactive Brokers made up 0.05% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #289 holding.
  • Mitsubishi UFJ Asset Management first reported a position in Interactive Brokers in Q1 2016 and has held it in 23 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.