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, Q1 2023
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Mar 31, 2023. 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
- 288
- +21 vs. Q4 2022
- Shares held
- 221.1M
- +8.43M (+4.0%) vs. Q4 2022
- Total value
- $1.41B
- −$8.20M (−0.6%) vs. Q4 2022
- New holders
- 49
- 119 more added
- Sold out
- 28
- 87 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 6 | $1 | 0.00% | −1−14.3% | Reduced |
| Barclays PLC | 1 | $6 | 0.00% | +1 | New |
| Kozak & Associates, Inc. | 130 | $831 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 136 | $869 | 0.00% | +136 | New |
| Avion Wealth | 169 | $1.00K | 0.00% | +169 | New |
| Steward Partners Investment Advisory, LLC | 175 | $1.12K | 0.00% | −124−41.5% | Reduced |
| Altman Advisors, Inc. | 196,353 | $1.19K | 0.00% | +196,353 | New |
| HM Payson & Co | 213 | $1.36K | 0.00% | +213 | New |
| Tortoise Investment Management, LLC | 218 | $1.39K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 242 | $1.55K | 0.00% | +68+39.1% | Added |
| JJJ Advisors Inc. | 244 | $1.59K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 305 | $1.95K | 0.00% | +305 | New |
| Credential Qtrade Securities Inc. | 310 | $1.98K | 0.00% | +310 | New |
| Grey Fox Wealth Advisors, LLC | 312 | $1.99K | 0.00% | +312 | New |
| TD Ameritrade Investment Management, LLC | 352 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 445 | $2.01K | 0.00% | +68+18.0% | Added |
| Ridgewood Investments LLC | 318 | $2.03K | 0.00% | +318 | New |
| Parkside Financial Bank & Trust | 381 | $2.44K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 397 | $2.54K | 0.00% | +397 | New |
| Addison Advisors LLC | 430 | $2.75K | 0.00% | −431−50.1% | Reduced |
| Harbour Investments, Inc. | 441 | $2.82K | 0.00% | +131+42.3% | Added |
| Sugarloaf Wealth Management, LLC | 448 | $2.86K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 535 | $3.42K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 560 | $3.58K | 0.00% | −1,086−66.0% | Reduced |
| Ellevest, Inc. | 601 | $3.84K | 0.00% | +601 | New |
| Rosenberg Matthew Hamilton | 604 | $3.86K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 655 | $4.19K | 0.00% | +562+604.3% | Added |
| AdvisorNet Financial, Inc | 738 | $4.72K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 757 | $4.84K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 800 | $5.11K | 0.00% | +800 | New |
| Carolinas Wealth Consulting LLC | 854 | $5.46K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 942 | $6.02K | 0.00% | +942 | New |
| Column Capital Advisors, LLC | 1,008 | $6.44K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,044 | $6.67K | 0.00% | +233+28.7% | Added |
| Bell Investment Advisors, Inc | 1,090 | $6.97K | 0.00% | +73+7.2% | Added |
| CWM, LLC | 1,114 | $7.00K | 0.00% | −1,118−50.1% | Reduced |
| Farther Finance Advisors, LLC | 1,236 | $7.90K | 0.00% | +1,082+702.6% | Added |
| Pinnacle Bancorp, Inc. | 1,282 | $8.19K | 0.00% | +29+2.3% | Added |
| FinTrust Capital Advisors, LLC | 1,279 | $8.53K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,363 | $9.00K | 0.00% | +1,363 | New |
| Federation des caisses Desjardins du Quebec | 1,603 | $10.2K | 0.00% | +603+60.3% | Added |
| Montag A & Associates Inc | 1,693 | $10.8K | 0.00% | −26−1.5% | Reduced |
| Pin Oak Investment Advisors Inc | 1,821 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,897 | $12.1K | 0.00% | +1,897 | New |
| Acima Private Wealth, LLC | 2,237 | $14.3K | 0.01% | +2,237 | New |
| Syverson Strege & Co | 2,244 | $14.3K | 0.01% | +2,244 | New |
| Bokf, NA | 2,720 | $17.4K | 0.00% | +2,720 | New |
| Glassman Wealth Services | 2,809 | $17.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,828 | $18.1K | 0.00% | +382+15.6% | Added |
| Boyd Watterson Asset Management LLC | 2,838 | $18.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,878 | $18.4K | 0.00% | −37−1.3% | Reduced |
| Hexagon Capital Partners LLC | 2,943 | $18.8K | 0.01% | +4+0.1% | Added |
| Belpointe Asset Management LLC | 3,125 | $20.0K | 0.00% | −37,320−92.3% | Reduced |
| Deutsche Bank AG | 4,592 | $29.3K | 0.00% | −447−8.9% | Reduced |
| Federated Hermes, Inc. | 5,405 | $34.5K | 0.00% | +2,708+100.4% | Added |
| TD Private Client Wealth LLC | 5,872 | $37.5K | 0.00% | −9,504−61.8% | Reduced |
| Paradigm Asset Management Co LLC | 5,900 | $37.7K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,665 | $42.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6,901 | $44.1K | 0.00% | +4,102+146.6% | Added |
| Global Retirement Partners, LLC | 8,502 | $51.6K | 0.00% | +6,719+376.8% | Added |
| AXA S.A. | 8,739 | $55.8K | 0.00% | −214−2.4% | Reduced |
| Eagle Bay Advisors LLC | 8,954 | $57.2K | 0.03% | −472−5.0% | Reduced |
| Blue Barn Wealth, LLC | 10,108 | $64.6K | 0.04% | −214−2.1% | Reduced |
| Park Place Capital Corp | 10,200 | $65.2K | 0.02% | −529−4.9% | Reduced |
| TD Asset Management Inc | 10,209 | $65.2K | 0.00% | +10,209 | New |
| Mission Wealth Management, LP | 10,576 | $67.6K | 0.00% | +10,576 | New |
| Aspen Grove Capital, LLC | 10,594 | $67.7K | 0.03% | 00.0% | Unchanged |
| Brainard Capital Management LLC | 10,842 | $69.3K | 0.05% | −3,910−26.5% | Reduced |
| Glenmede Trust Co NA | 11,041 | $70.6K | 0.00% | −40−0.4% | Reduced |
| Legacy Financial Advisors, Inc. | 11,101 | $70.9K | 0.01% | −6,172−35.7% | Reduced |
| Sage Mountain Advisors LLC | 11,449 | $73.2K | 0.01% | +11,449 | New |
| Stratos Wealth Partners, LTD. | 11,574 | $74.0K | 0.00% | −187−1.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12,000 | $74.0K | 0.03% | +12,000 | New |
| Hilltop Holdings Inc. | 11,960 | $76.4K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,167 | $77.7K | 0.00% | +165+1.4% | Added |
| Burns Matteson Capital Management, LLC | 12,373 | $79.1K | 0.05% | −448−3.5% | Reduced |
| We Are One Seven, LLC | 12,465 | $79.7K | 0.01% | +482+4.0% | Added |
| National Asset Management, Inc. | 12,627 | $80.7K | 0.00% | +1,736+15.9% | Added |
| Huntington National Bank | 13,164 | $84.1K | 0.00% | +1,592+13.8% | Added |
| Veracity Capital LLC | 13,275 | $84.8K | 0.04% | −36−0.3% | Reduced |
| Wallace Advisory Group, LLC | 13,397 | $85.6K | 0.07% | +40.0% | Added |
| Beacon Pointe Advisors, LLC | 13,505 | $86.3K | 0.00% | +13,505 | New |
| Manchester Capital Management LLC | 13,530 | $86.5K | 0.01% | +2,877+27.0% | Added |
| Boston Common Asset Management, LLC | 13,560 | $87.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,673 | $87.0K | 0.00% | +867+6.8% | Added |
| Independent Solutions Wealth Management, LLC | 13,816 | $88.3K | 0.03% | +2,183+18.8% | Added |
| GWM Advisors LLC | 13,830 | $88.4K | 0.00% | +12,044+674.4% | Added |
| Russell Investments Group, Ltd. | 13,919 | $88.9K | 0.00% | −235,376−94.4% | Reduced |
| Baldwin Brothers Inc | 14,757 | $94.3K | 0.01% | −280−1.9% | Reduced |
| Flputnam Investment Management Co | 15,358 | $98.1K | 0.00% | +5,288+52.5% | Added |
| Five Oceans Advisors | 16,266 | $103.9K | 0.07% | −20.0% | Reduced |
| DRW Securities, LLC | 16,398 | $105.0K | 0.02% | +16,398 | New |
| Pathstone Family Office, LLC | 17,529 | $112.0K | 0.00% | −43,397−71.2% | Reduced |
| Aaron Wealth Advisors | 17,970 | $114.8K | 0.02% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 18,397 | $117.6K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 19,090 | $122.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 19,171 | $122.5K | 0.00% | +4,220+28.2% | Added |
| First Affirmative Financial Network | 19,566 | $125.0K | 0.14% | +3,840+24.4% | Added |
| Knowledge Leaders Capital, LLC | 19,834 | $126.7K | 0.17% | −48−0.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 20,000 | $128.0K | 0.03% | 00.0% | Unchanged |