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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 13,919 | $88.9K | 0.00% | −235,376−94.4% | Reduced |
| GWM Advisors LLC | 13,830 | $88.4K | 0.00% | +12,044+674.4% | Added |
| Independent Solutions Wealth Management, LLC | 13,816 | $88.3K | 0.03% | +2,183+18.8% | 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 |
| Manchester Capital Management LLC | 13,530 | $86.5K | 0.01% | +2,877+27.0% | Added |
| Beacon Pointe Advisors, LLC | 13,505 | $86.3K | 0.00% | +13,505 | New |
| Wallace Advisory Group, LLC | 13,397 | $85.6K | 0.07% | +40.0% | Added |
| Veracity Capital LLC | 13,275 | $84.8K | 0.04% | −36−0.3% | Reduced |
| Huntington National Bank | 13,164 | $84.1K | 0.00% | +1,592+13.8% | Added |
| National Asset Management, Inc. | 12,627 | $80.7K | 0.00% | +1,736+15.9% | Added |
| We Are One Seven, LLC | 12,465 | $79.7K | 0.01% | +482+4.0% | Added |
| Burns Matteson Capital Management, LLC | 12,373 | $79.1K | 0.05% | −448−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 12,167 | $77.7K | 0.00% | +165+1.4% | Added |
| Hilltop Holdings Inc. | 11,960 | $76.4K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 12,000 | $74.0K | 0.03% | +12,000 | New |
| Stratos Wealth Partners, LTD. | 11,574 | $74.0K | 0.00% | −187−1.6% | Reduced |
| Sage Mountain Advisors LLC | 11,449 | $73.2K | 0.01% | +11,449 | New |
| Legacy Financial Advisors, Inc. | 11,101 | $70.9K | 0.01% | −6,172−35.7% | Reduced |
| Glenmede Trust Co NA | 11,041 | $70.6K | 0.00% | −40−0.4% | Reduced |
| Brainard Capital Management LLC | 10,842 | $69.3K | 0.05% | −3,910−26.5% | Reduced |
| Aspen Grove Capital, LLC | 10,594 | $67.7K | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 10,576 | $67.6K | 0.00% | +10,576 | New |
| TD Asset Management Inc | 10,209 | $65.2K | 0.00% | +10,209 | New |
| Park Place Capital Corp | 10,200 | $65.2K | 0.02% | −529−4.9% | Reduced |
| Blue Barn Wealth, LLC | 10,108 | $64.6K | 0.04% | −214−2.1% | Reduced |
| Eagle Bay Advisors LLC | 8,954 | $57.2K | 0.03% | −472−5.0% | Reduced |
| AXA S.A. | 8,739 | $55.8K | 0.00% | −214−2.4% | Reduced |
| Global Retirement Partners, LLC | 8,502 | $51.6K | 0.00% | +6,719+376.8% | Added |
| Allworth Financial LP | 6,901 | $44.1K | 0.00% | +4,102+146.6% | Added |
| Allspring Global Investments Holdings, LLC | 6,665 | $42.6K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 5,900 | $37.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,872 | $37.5K | 0.00% | −9,504−61.8% | Reduced |
| Federated Hermes, Inc. | 5,405 | $34.5K | 0.00% | +2,708+100.4% | Added |
| Deutsche Bank AG | 4,592 | $29.3K | 0.00% | −447−8.9% | Reduced |
| Belpointe Asset Management LLC | 3,125 | $20.0K | 0.00% | −37,320−92.3% | Reduced |
| Hexagon Capital Partners LLC | 2,943 | $18.8K | 0.01% | +4+0.1% | Added |
| JFS Wealth Advisors, LLC | 2,878 | $18.4K | 0.00% | −37−1.3% | Reduced |
| Boyd Watterson Asset Management LLC | 2,838 | $18.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,828 | $18.1K | 0.00% | +382+15.6% | Added |
| Glassman Wealth Services | 2,809 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,720 | $17.4K | 0.00% | +2,720 | New |
| Syverson Strege & Co | 2,244 | $14.3K | 0.01% | +2,244 | New |
| Acima Private Wealth, LLC | 2,237 | $14.3K | 0.01% | +2,237 | New |
| Sageworth Trust Co | 1,897 | $12.1K | 0.00% | +1,897 | New |
| Pin Oak Investment Advisors Inc | 1,821 | $12.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,693 | $10.8K | 0.00% | −26−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,603 | $10.2K | 0.00% | +603+60.3% | Added |
| Macquarie Group Ltd | 1,363 | $9.00K | 0.00% | +1,363 | New |
| FinTrust Capital Advisors, LLC | 1,279 | $8.53K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,282 | $8.19K | 0.00% | +29+2.3% | Added |
| Farther Finance Advisors, LLC | 1,236 | $7.90K | 0.00% | +1,082+702.6% | Added |
| CWM, LLC | 1,114 | $7.00K | 0.00% | −1,118−50.1% | Reduced |
| Bell Investment Advisors, Inc | 1,090 | $6.97K | 0.00% | +73+7.2% | Added |
| Advisory Services Network, LLC | 1,044 | $6.67K | 0.00% | +233+28.7% | Added |
| Column Capital Advisors, LLC | 1,008 | $6.44K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 942 | $6.02K | 0.00% | +942 | New |
| Carolinas Wealth Consulting LLC | 854 | $5.46K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 800 | $5.11K | 0.00% | +800 | New |
| Umb Bank N A | 757 | $4.84K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 738 | $4.72K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 655 | $4.19K | 0.00% | +562+604.3% | Added |
| Rosenberg Matthew Hamilton | 604 | $3.86K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 601 | $3.84K | 0.00% | +601 | New |
| Zions Bancorporation, N.A. | 560 | $3.58K | 0.00% | −1,086−66.0% | Reduced |
| CNB Bank | 535 | $3.42K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 448 | $2.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 441 | $2.82K | 0.00% | +131+42.3% | Added |
| Addison Advisors LLC | 430 | $2.75K | 0.00% | −431−50.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 397 | $2.54K | 0.00% | +397 | New |
| Parkside Financial Bank & Trust | 381 | $2.44K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 318 | $2.03K | 0.00% | +318 | New |
| IFP Advisors, Inc | 445 | $2.01K | 0.00% | +68+18.0% | Added |
| TD Ameritrade Investment Management, LLC | 352 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 312 | $1.99K | 0.00% | +312 | New |
| Credential Qtrade Securities Inc. | 310 | $1.98K | 0.00% | +310 | New |
| Baker Avenue Asset Management, LP | 305 | $1.95K | 0.00% | +305 | New |
| JJJ Advisors Inc. | 244 | $1.59K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 242 | $1.55K | 0.00% | +68+39.1% | Added |
| Tortoise Investment Management, LLC | 218 | $1.39K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 213 | $1.36K | 0.00% | +213 | New |
| Altman Advisors, Inc. | 196,353 | $1.19K | 0.00% | +196,353 | New |
| Steward Partners Investment Advisory, LLC | 175 | $1.12K | 0.00% | −124−41.5% | Reduced |
| Avion Wealth | 169 | $1.00K | 0.00% | +169 | New |
| Ameritas Advisory Services, LLC | 136 | $869 | 0.00% | +136 | New |
| Kozak & Associates, Inc. | 130 | $831 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1 | $6 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 6 | $1 | 0.00% | −1−14.3% | Reduced |
| Cowen Investment Management LLC | 0 | $0 | 0.00% | −2,246,500−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −860,420−100.0% | Sold out |
| Martin Capital Partners, LLC | 0 | $0 | 0.00% | −663,842−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −630,378−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −464,738−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −55,083−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −38,360−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −35,889−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −28,157−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −25,182−100.0% | Sold out |