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, Q2 2023
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Jun 30, 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
- 305
- +19 vs. Q1 2023
- Shares held
- 218.2M
- −2.73M (−1.2%) vs. Q1 2023
- Total value
- $1.61B
- +$198.1M (+14.0%) vs. Q1 2023
- New holders
- 43
- 111 more added
- Sold out
- 24
- 99 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $899 | 0.00% | +122 | New |
| Kozak & Associates, Inc. | 130 | $971 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 175 | $1.29K | 0.00% | 00.0% | Unchanged |
| Motco | 192 | $1.42K | 0.00% | +192 | New |
| Bokf, NA | 204 | $1.50K | 0.00% | −2,516−92.5% | Reduced |
| HM Payson & Co | 213 | $1.57K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 218 | $1.61K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 244 | $1.80K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 209 | $2.00K | 0.00% | −143−40.6% | Reduced |
| Credential Qtrade Securities Inc. | 310 | $2.28K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 318 | $2.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 334 | $2.46K | 0.00% | +334 | New |
| Glass Jacobson Investment Advisors llc | 336 | $2.48K | 0.00% | +336 | New |
| IFP Advisors, Inc | 552 | $2.50K | 0.00% | +107+24.0% | Added |
| Gradient Investments LLC | 372 | $2.74K | 0.00% | +372 | New |
| Harbour Investments, Inc. | 441 | $3.25K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 448 | $3.30K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 493 | $3.63K | 0.00% | +96+24.2% | Added |
| CNB Bank | 535 | $3.94K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 561 | $4.00K | 0.00% | +561 | New |
| Zions Bancorporation, N.A. | 560 | $4.13K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 604 | $4.45K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 609 | $4.49K | 0.00% | +609 | New |
| Bell Investment Advisors, Inc | 660 | $4.87K | 0.00% | −430−39.4% | Reduced |
| AdvisorNet Financial, Inc | 738 | $5.44K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 749 | $5.56K | 0.00% | +749 | New |
| Umb Bank N A | 757 | $5.58K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 785 | $6.00K | 0.00% | +785 | New |
| Carolinas Wealth Consulting LLC | 837 | $6.17K | 0.00% | −17−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,000 | $7.37K | 0.00% | −603−37.6% | Reduced |
| Column Capital Advisors, LLC | 1,008 | $7.43K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,014 | $7.47K | 0.00% | +584+135.8% | Added |
| WR Wealth Planners, LLC | 1,066 | $7.86K | 0.00% | +124+13.2% | Added |
| CWM, LLC | 1,114 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,279 | $8.53K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,236 | $9.11K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,282 | $9.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,497 | $11.0K | 0.00% | +1,497 | New |
| Montag A & Associates Inc | 1,693 | $12.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,759 | $13.0K | 0.00% | +1,517+626.9% | Added |
| Pin Oak Investment Advisors Inc | 1,821 | $14.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,883 | $14.0K | 0.00% | +520+38.2% | Added |
| Hexagon Capital Partners LLC | 2,127 | $15.7K | 0.00% | −816−27.7% | Reduced |
| Acima Private Wealth, LLC | 2,237 | $16.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,307 | $17.0K | 0.00% | +1,926+505.5% | Added |
| HHM Wealth Advisors, LLC | 2,485 | $18.3K | 0.00% | −343−12.1% | Reduced |
| Glassman Wealth Services | 2,809 | $20.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,838 | $20.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,959 | $21.8K | 0.00% | +81+2.8% | Added |
| TD Private Client Wealth LLC | 4,505 | $33.2K | 0.00% | −1,367−23.3% | Reduced |
| Deutsche Bank AG | 4,592 | $33.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,139 | $37.9K | 0.00% | −1,762−25.5% | Reduced |
| Federated Hermes, Inc. | 5,473 | $40.3K | 0.00% | +68+1.3% | Added |
| Paradigm Asset Management Co LLC | 5,900 | $43.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,365 | $47.0K | 0.00% | +6,365 | New |
| Ronald Blue Trust, Inc. | 8,625 | $55.0K | 0.00% | −62,243−87.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,802 | $57.5K | 0.00% | +7,802 | New |
| Global Retirement Partners, LLC | 8,659 | $63.8K | 0.00% | +157+1.8% | Added |
| Aquatic Capital Management LLC | 8,700 | $64.0K | 0.00% | +8,700 | New |
| AXA S.A. | 8,739 | $64.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8,804 | $64.9K | 0.04% | −150−1.7% | Reduced |
| Arlington Partners LLC | 9,520 | $70.2K | 0.01% | +9,520 | New |
| Glenmede Trust Co NA | 11,041 | $70.6K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,134 | $74.7K | 0.00% | −2,493−19.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,640 | $78.0K | 0.00% | +10,640 | New |
| Aspen Grove Capital, LLC | 10,594 | $79.2K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,871 | $80.1K | 0.00% | +4,206+63.1% | Added |
| Park Place Capital Corp | 10,931 | $80.6K | 0.02% | +731+7.2% | Added |
| New Republic Capital, LLC | 10,935 | $80.6K | 0.06% | +10,935 | New |
| Legacy Financial Advisors, Inc. | 11,045 | $81.4K | 0.02% | −56−0.5% | Reduced |
| We Are One Seven, LLC | 11,335 | $83.5K | 0.01% | −1,130−9.1% | Reduced |
| Sage Mountain Advisors LLC | 11,449 | $84.4K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 11,481 | $84.6K | 0.00% | +905+8.6% | Added |
| Wallace Advisory Group, LLC | 13,397 | $85.6K | 0.07% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,679 | $86.1K | 0.00% | −488−4.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 11,866 | $87.5K | 0.02% | +11,866 | New |
| Hilltop Holdings Inc. | 11,960 | $88.1K | 0.01% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 12,091 | $89.1K | 0.05% | −282−2.3% | Reduced |
| Centiva Capital, LP | 12,270 | $90.4K | 0.00% | +12,270 | New |
| Stratos Wealth Partners, LTD. | 12,888 | $95.0K | 0.00% | +1,314+11.4% | Added |
| Kestra Advisory Services, LLC | 12,909 | $95.1K | 0.00% | +12,909 | New |
| Huntington National Bank | 12,932 | $95.3K | 0.00% | −232−1.8% | Reduced |
| InterOcean Capital Group, LLC | 12,990 | $95.7K | 0.00% | +12,990 | New |
| Seven Mile Advisory | 13,235 | $97.5K | 0.11% | +13,235 | New |
| Veracity Capital LLC | 13,275 | $97.8K | 0.04% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 13,297 | $98.0K | 0.00% | −263−1.9% | Reduced |
| Ieq Capital, LLC | 13,357 | $98.4K | 0.00% | +13,357 | New |
| Manchester Capital Management LLC | 13,530 | $99.7K | 0.01% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 13,816 | $101.8K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,150 | $104.3K | 0.00% | +645+4.8% | Added |
| Baldwin Brothers Inc | 14,861 | $109.5K | 0.01% | +104+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,870 | $109.6K | 0.00% | −4,301−22.4% | Reduced |
| Savant Capital, LLC | 14,921 | $110.0K | 0.00% | +14,921 | New |
| Brighton Jones LLC | 14,950 | $110.2K | 0.01% | +14,950 | New |
| GWM Advisors LLC | 15,033 | $110.8K | 0.00% | +1,203+8.7% | Added |
| Eudaimonia Partners, LLC | 15,360 | $113.2K | 0.03% | +15,360 | New |
| TD Asset Management Inc | 15,982 | $117.8K | 0.00% | +5,773+56.5% | Added |
| Five Oceans Advisors | 16,265 | $119.9K | 0.08% | −10.0% | Reduced |