Mitsubishi Ufj Financial Group Inc
MUFG- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000067088
No open-market purchases or sales by Mitsubishi Ufj Financial Group Inc insiders were filed in the last 90 days; 575 institutions reported holding it in 13F filings for Q2 2026, worth $6.74B in total; no superinvestor holds it.
Other share classesMBFJF
13F holders, Q4 2022
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 271
- +27 vs. Q3 2022
- Shares held
- 213.0M
- +8.24M (+4.0%) vs. Q3 2022
- Total value
- $1.42B
- +$499.6M (+54.2%) vs. Q3 2022
- New holders
- 56
- 93 more added
- Sold out
- 29
- 85 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MUFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 575 | $6.74B |
| Q1 2026 | 541 | $5.75B |
| Q4 2025 | 532 | $5.26B |
| Q3 2025 | 489 | $5.34B |
| Q2 2025 | 486 | $4.61B |
| Q1 2025 | 453 | $4.22B |
| Q4 2024 | 437 | $2.75B |
| Q3 2024 | 418 | $2.31B |
| Q2 2024 | 406 | $2.42B |
| Q1 2024 | 380 | $2.31B |
| Q4 2023 | 360 | $1.86B |
| Q3 2023 | 328 | $1.78B |
| Q2 2023 | 305 | $1.61B |
| Q1 2023 | 288 | $1.41B |
| Q4 2022 | 271 | $1.42B |
| Q3 2022 | 250 | $922.8M |
| Q2 2022 | 258 | $1.09B |
| Q1 2022 | 236 | $1.29B |
| Q4 2021 | 235 | $1.09B |
| Q3 2021 | 229 | $1.14B |
| Q2 2021 | 219 | $1.00B |
| Q1 2021 | 216 | $955.7M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 7 | $81 | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 66 | $445 | 0.00% | +66 | New |
| Schubert & Co | 93 | $620 | 0.00% | −126−57.5% | Reduced |
| Kozak & Associates, Inc. | 130 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 154 | $1.03K | 0.00% | +154 | New |
| EverSource Wealth Advisors, LLC | 174 | $1.16K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 218 | $1.45K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 244 | $1.80K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 299 | $1.99K | 0.00% | −42−12.3% | Reduced |
| Jones Financial Companies LLLP | 246 | $2.00K | 0.00% | +246 | New |
| TD Ameritrade Investment Management, LLC | 352 | $2.00K | 0.00% | +352 | New |
| Money Concepts Capital Corp | 305 | $2.03K | 0.00% | +305 | New |
| Harbour Investments, Inc. | 310 | $2.07K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 342 | $2.28K | 0.00% | +342 | New |
| Cornerstone Planning Group LLC | 334 | $2.42K | 0.00% | +334 | New |
| Parkside Financial Bank & Trust | 381 | $2.54K | 0.00% | +381 | New |
| Glass Jacobson Investment Advisors llc | 403 | $2.69K | 0.00% | +403 | New |
| Sugarloaf Wealth Management, LLC | 448 | $2.99K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 377 | $3.00K | 0.00% | −4,751−92.6% | Reduced |
| CNB Bank | 535 | $3.57K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 604 | $4.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 738 | $4.92K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 757 | $5.00K | 0.00% | −2,062−73.1% | Reduced |
| Advisory Services Network, LLC | 811 | $5.41K | 0.00% | +811 | New |
| Carolinas Wealth Consulting LLC | 854 | $5.70K | 0.00% | +854 | New |
| Addison Advisors LLC | 861 | $5.74K | 0.00% | −1,749−67.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,000 | $6.67K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,008 | $6.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,017 | $6.78K | 0.00% | +116+12.9% | Added |
| Prestige Wealth Management Group LLC | 1,141 | $7.61K | 0.00% | +1,141 | New |
| Pinnacle Bancorp, Inc. | 1,253 | $8.00K | 0.00% | −156−11.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,279 | $8.53K | 0.00% | +403+46.0% | Added |
| Zions Bancorporation, N.A. | 1,646 | $11.0K | 0.00% | +696+73.3% | Added |
| Montag A & Associates Inc | 1,719 | $11.5K | 0.00% | +1,719 | New |
| Global Retirement Partners, LLC | 1,783 | $11.9K | 0.00% | +413+30.1% | Added |
| GWM Advisors LLC | 1,786 | $11.9K | 0.00% | +1,786 | New |
| Pin Oak Investment Advisors Inc | 1,821 | $12.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,232 | $15.0K | 0.00% | +1,609+258.3% | Added |
| HHM Wealth Advisors, LLC | 2,446 | $16.3K | 0.00% | +280+12.9% | Added |
| Federated Hermes, Inc. | 2,697 | $18.0K | 0.00% | +215+8.7% | Added |
| Allworth Financial LP | 2,799 | $18.7K | 0.00% | +270+10.7% | Added |
| Group One Trading, L.P. | 2,800 | $18.7K | 0.00% | −279−9.1% | Reduced |
| Glassman Wealth Services | 2,809 | $18.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,838 | $18.9K | 0.01% | +2,838 | New |
| JFS Wealth Advisors, LLC | 2,915 | $19.4K | 0.00% | −13,130−81.8% | Reduced |
| Hexagon Capital Partners LLC | 2,939 | $19.6K | 0.01% | −2,051−41.1% | Reduced |
| Citadel Advisors LLC | 4,561 | $30.4K | 0.00% | −47,656−91.3% | Reduced |
| Simplex Trading, LLC | 4,656 | $31.0K | 0.00% | −1,830−28.2% | Reduced |
| Deutsche Bank AG | 5,039 | $33.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,106 | $34.0K | 0.00% | −10,633−67.6% | Reduced |
| Paradigm Asset Management Co LLC | 5,900 | $39.4K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,665 | $44.5K | 0.00% | +6,665 | New |
| AXA S.A. | 8,953 | $59.7K | 0.00% | −1,299−12.7% | Reduced |
| Eagle Bay Advisors LLC | 9,426 | $62.9K | 0.04% | +5,453+137.3% | Added |
| Flputnam Investment Management Co | 10,070 | $67.2K | 0.00% | +10,070 | New |
| Iron Financial, LLC | 10,241 | $68.3K | 0.04% | +127+1.3% | Added |
| Blue Barn Wealth, LLC | 10,322 | $68.8K | 0.05% | +10,322 | New |
| United Capital Financial Advisers, LLC | 10,581 | $70.6K | 0.00% | +10,581 | New |
| Aspen Grove Capital, LLC | 10,594 | $70.7K | 0.03% | +10,594 | New |
| Manchester Capital Management LLC | 10,653 | $71.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 10,654 | $71.1K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 10,729 | $72.0K | 0.02% | +10,729 | New |
| National Asset Management, Inc. | 10,891 | $72.6K | 0.00% | +10,891 | New |
| Glenmede Trust Co NA | 11,081 | $73.9K | 0.00% | +837+8.2% | Added |
| Bessemer Group Inc | 11,215 | $75.0K | 0.00% | −4,728−29.7% | Reduced |
| Huntington National Bank | 11,572 | $77.2K | 0.00% | +42+0.4% | Added |
| Independent Solutions Wealth Management, LLC | 11,633 | $77.6K | 0.02% | +11,633 | New |
| Stratos Wealth Partners, LTD. | 11,761 | $78.4K | 0.00% | +1,164+11.0% | Added |
| Hilltop Holdings Inc. | 11,960 | $79.8K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,983 | $79.9K | 0.01% | −544−4.3% | Reduced |
| Kestra Private Wealth Services, LLC | 12,002 | $80.1K | 0.00% | +112+0.9% | Added |
| Rockefeller Capital Management L.P. | 12,806 | $83.0K | 0.00% | +5,223+68.9% | Added |
| Burns Matteson Capital Management, LLC | 12,821 | $85.5K | 0.06% | −705−5.2% | Reduced |
| MQS Management LLC | 12,968 | $86.5K | 0.06% | +12,968 | New |
| Evoke Wealth, LLC | 12,997 | $86.7K | 0.00% | +12,997 | New |
| Veracity Capital LLC | 13,311 | $88.8K | 0.04% | −1,300−8.9% | Reduced |
| Wallace Advisory Group, LLC | 13,393 | $89.3K | 0.07% | +13,393 | New |
| Boston Common Asset Management, LLC | 13,560 | $90.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,724 | $92.0K | 0.00% | −493−3.5% | Reduced |
| HRT Financial LP | 14,773 | $98.0K | 0.00% | −40,611−73.3% | Reduced |
| Brainard Capital Management LLC | 14,752 | $98.4K | 0.08% | +14,752 | New |
| Raymond James Financial Services Advisors, Inc. | 14,951 | $99.7K | 0.00% | −1,857−11.0% | Reduced |
| Baldwin Brothers Inc | 15,037 | $100.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 15,376 | $102.6K | 0.00% | +1,792+13.2% | Added |
| First Affirmative Financial Network | 15,726 | $104.9K | 0.13% | +1,558+11.0% | Added |
| Five Oceans Advisors | 16,268 | $108.5K | 0.08% | −11−0.1% | Reduced |
| ASB Consultores, LLC | 16,962 | $113.1K | 0.05% | +436+2.6% | Added |
| Legacy Financial Advisors, Inc. | 17,273 | $115.2K | 0.02% | +2,870+19.9% | Added |
| Eqis Capital Management, Inc. | 17,394 | $116.0K | 0.01% | +6,391+58.1% | Added |
| Aaron Wealth Advisors | 17,970 | $119.9K | 0.02% | +17,970 | New |
| Neuberger Berman Group LLC | 18,028 | $120.2K | 0.00% | −26−0.1% | Reduced |
| Pathstone Family Office, LLC | 60,926 | $120.6K | 0.00% | +42,851+237.1% | Added |
| Virtu Financial LLC | 18,281 | $122.0K | 0.02% | −19,659−51.8% | Reduced |
| TriaGen Wealth Management LLC | 18,397 | $122.7K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 19,090 | $127.3K | 0.02% | −12,083−38.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 19,185 | $128.0K | 0.06% | +19,185 | New |
| FFT Wealth Management LLC | 19,833 | $132.3K | 0.02% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 19,882 | $132.6K | 0.18% | +19,882 | New |
| Hunter Perkins Capital Management, LLC | 20,000 | $133.0K | 0.03% | −15,150−43.1% | Reduced |
| Valeo Financial Advisors, LLC | 20,046 | $133.7K | 0.01% | +20,046 | New |