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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 63,950 | $426.5K | 0.00% | +63,950 | New |
| Checchi Capital Advisers, LLC | 59,927 | $399.7K | 0.04% | −3,525−5.6% | Reduced |
| JPMorgan Chase & Co | 59,907 | $398.0K | 0.00% | +4,019+7.2% | Added |
| Park Avenue Securities LLC | 58,172 | $388.0K | 0.01% | −30,360−34.3% | Reduced |
| Augustine Asset Management Inc | 58,003 | $386.9K | 0.21% | −1,389−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 56,706 | $378.2K | 0.01% | −11,733−17.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 55,445 | $369.8K | 0.05% | +2,436+4.6% | Added |
| Captrust Financial Advisors | 55,236 | $368.4K | 0.00% | +23,731+75.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 55,083 | $367.4K | 0.10% | −10,000−15.4% | Reduced |
| LPL Financial LLC | 54,420 | $363.0K | 0.00% | +42,096+341.6% | Added |
| Personal Cfo Solutions, LLC | 54,316 | $362.3K | 0.08% | +1,322+2.5% | Added |
| Atlas Capital Advisors LLC | 54,007 | $360.2K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 52,673 | $351.3K | 0.02% | −34,860−39.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 51,966 | $346.6K | 0.03% | −15,174−22.6% | Reduced |
| Raymond James Trust N.A. | 51,556 | $344.0K | 0.01% | −4,803−8.5% | Reduced |
| Ritholtz Wealth Management | 51,111 | $340.9K | 0.02% | +14,062+38.0% | Added |
| Sequoia Financial Advisors, LLC | 50,848 | $339.2K | 0.01% | +19,266+61.0% | Added |
| Charles Schwab Investment Management Inc | 50,729 | $338.4K | 0.00% | +50,729 | New |
| Nomura Holdings Inc | 50,000 | $334.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 48,410 | $323.0K | 0.03% | +6,822+16.4% | Added |
| West Family Investments, Inc. | 46,949 | $313.1K | 0.11% | +35,412+306.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 45,957 | $306.5K | 0.05% | +45,957 | New |
| RNC Capital Management LLC | 45,600 | $304.0K | 0.02% | −5,000−9.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 45,394 | $302.8K | 0.05% | −130−0.3% | Reduced |
| apricus wealth, LLC | 44,950 | $299.8K | 0.27% | −16,850−27.3% | Reduced |
| Franklin Resources Inc | 44,492 | $296.8K | 0.00% | +3,307+8.0% | Added |
| HAP Trading, LLC | 43,737 | $292.0K | 0.05% | +43,737 | New |
| Evergreen Capital Management LLC | 42,846 | $285.8K | 0.01% | −160.0% | Reduced |
| Prudential Financial Inc | 41,855 | $279.2K | 0.00% | +22,028+111.1% | Added |
| Blueprint Investment Partners LLC | 41,460 | $276.5K | 0.06% | +41,460 | New |
| Vise Technologies, Inc. | 40,912 | $272.9K | 0.09% | −10,597−20.6% | Reduced |
| Belpointe Asset Management LLC | 40,445 | $269.8K | 0.02% | +40,445 | New |
| Vestmark Advisory Solutions, Inc. | 40,379 | $269.3K | 0.01% | −3,317−7.6% | Reduced |
| Commonwealth Equity Services, LLC | 40,465 | $269.0K | 0.00% | −52,914−56.7% | Reduced |
| Americana Partners, LLC | 41,138 | $268.5K | 0.05% | +7,652+22.9% | Added |
| Johnson Investment Counsel Inc | 40,000 | $266.8K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 39,092 | $260.7K | 0.16% | +39,092 | New |
| Financial Counselors Inc | 38,991 | $260.0K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 38,865 | $259.2K | 0.00% | +1,934+5.2% | Added |
| Sage Rhino Capital LLC | 38,636 | $257.7K | 0.08% | +513+1.3% | Added |
| Comerica Securities,inc. | 38,520 | $256.9K | 0.02% | −4,764−11.0% | Reduced |
| Henshaw Capital LLC | 38,436 | $256.4K | 0.02% | −10,742−21.8% | Reduced |
| Fortis Capital Advisors, LLC | 38,360 | $255.9K | 0.15% | +38,360 | New |
| Northwestern Mutual Wealth Management Co | 38,129 | $254.3K | 0.00% | +2,847+8.1% | Added |
| Old National Bancorp | 38,014 | $254.0K | 0.01% | −149−0.4% | Reduced |
| Intrust Bank NA | 36,998 | $246.8K | 0.03% | −16,322−30.6% | Reduced |
| Ronald Blue Trust, Inc. | 54,664 | $246.0K | 0.00% | +28,208+106.6% | Added |
| Kestra Advisory Services, LLC | 35,889 | $239.4K | 0.00% | +7,286+25.5% | Added |
| Vident Investment Advisory, LLC | 35,325 | $235.6K | 0.01% | +2,223+6.7% | Added |
| SG Americas Securities, LLC | 34,776 | $232.0K | 0.00% | +34,776 | New |
| Knights of Columbus Asset Advisors LLC | 34,235 | $228.3K | 0.02% | −14,830−30.2% | Reduced |
| Susquehanna International Group, LLP | 32,621 | $217.6K | 0.00% | −27,375−45.6% | Reduced |
| Lake Street Advisors Group, LLC | 31,941 | $213.0K | 0.01% | −199−0.6% | Reduced |
| Parallel Advisors, LLC | 30,644 | $204.4K | 0.01% | −1,253−3.9% | Reduced |
| Cetera Investment Advisers | 30,000 | $200.1K | 0.00% | +10,632+54.9% | Added |
| Keel Point, LLC | 29,903 | $199.5K | 0.03% | +656+2.2% | Added |
| Seven Eight Capital, LP | 28,157 | $187.8K | 0.05% | +28,157 | New |
| AlphaQ Advisors LLC | 28,095 | $187.4K | 0.16% | +28,095 | New |
| Advisors Asset Management, Inc. | 28,007 | $186.8K | 0.00% | +3,393+13.8% | Added |
| Wrapmanager Inc | 27,936 | $186.0K | 0.06% | −1,569−5.3% | Reduced |
| 180 Wealth Advisors, LLC | 25,025 | $185.7K | 0.04% | −18,197−42.1% | Reduced |
| Claro Advisors LLC | 27,222 | $181.6K | 0.06% | +1,627+6.4% | Added |
| Commerce Bank | 27,188 | $181.3K | 0.00% | +1,461+5.7% | Added |
| Optas, LLC | 26,766 | $178.5K | 0.07% | −1,470−5.2% | Reduced |
| New York State Common Retirement Fund | 26,123 | $174.2K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 25,470 | $169.9K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 25,182 | $168.0K | 0.04% | +1,617+6.9% | Added |
| 9258 Wealth Management, LLC | 21,341 | $142.3K | 0.03% | −125−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 21,236 | $142.0K | 0.00% | −724−3.3% | Reduced |
| Verus Capital Partners, LLC | 21,200 | $141.4K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20,768 | $138.5K | 0.02% | −920−4.2% | Reduced |
| Valeo Financial Advisors, LLC | 20,046 | $133.7K | 0.01% | +20,046 | New |
| Hunter Perkins Capital Management, LLC | 20,000 | $133.0K | 0.03% | −15,150−43.1% | Reduced |
| Knowledge Leaders Capital, LLC | 19,882 | $132.6K | 0.18% | +19,882 | New |
| FFT Wealth Management LLC | 19,833 | $132.3K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 19,185 | $128.0K | 0.06% | +19,185 | New |
| Cozad Asset Management Inc | 19,090 | $127.3K | 0.02% | −12,083−38.8% | Reduced |
| TriaGen Wealth Management LLC | 18,397 | $122.7K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 18,281 | $122.0K | 0.02% | −19,659−51.8% | Reduced |
| Pathstone Family Office, LLC | 60,926 | $120.6K | 0.00% | +42,851+237.1% | Added |
| Neuberger Berman Group LLC | 18,028 | $120.2K | 0.00% | −26−0.1% | Reduced |
| Aaron Wealth Advisors | 17,970 | $119.9K | 0.02% | +17,970 | New |
| Eqis Capital Management, Inc. | 17,394 | $116.0K | 0.01% | +6,391+58.1% | Added |
| Legacy Financial Advisors, Inc. | 17,273 | $115.2K | 0.02% | +2,870+19.9% | Added |
| ASB Consultores, LLC | 16,962 | $113.1K | 0.05% | +436+2.6% | Added |
| Five Oceans Advisors | 16,268 | $108.5K | 0.08% | −11−0.1% | Reduced |
| First Affirmative Financial Network | 15,726 | $104.9K | 0.13% | +1,558+11.0% | Added |
| TD Private Client Wealth LLC | 15,376 | $102.6K | 0.00% | +1,792+13.2% | Added |
| Baldwin Brothers Inc | 15,037 | $100.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,951 | $99.7K | 0.00% | −1,857−11.0% | Reduced |
| Brainard Capital Management LLC | 14,752 | $98.4K | 0.08% | +14,752 | New |
| HRT Financial LP | 14,773 | $98.0K | 0.00% | −40,611−73.3% | Reduced |
| Davenport & Co LLC | 13,724 | $92.0K | 0.00% | −493−3.5% | Reduced |
| Boston Common Asset Management, LLC | 13,560 | $90.0K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 13,393 | $89.3K | 0.07% | +13,393 | New |
| Veracity Capital LLC | 13,311 | $88.8K | 0.04% | −1,300−8.9% | Reduced |
| Evoke Wealth, LLC | 12,997 | $86.7K | 0.00% | +12,997 | New |
| MQS Management LLC | 12,968 | $86.5K | 0.06% | +12,968 | New |
| Burns Matteson Capital Management, LLC | 12,821 | $85.5K | 0.06% | −705−5.2% | Reduced |
| Rockefeller Capital Management L.P. | 12,806 | $83.0K | 0.00% | +5,223+68.9% | Added |