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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 16,800 | $123.8K | 0.00% | +1,442+9.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 17,000 | $126.0K | 0.06% | +5,000+41.7% | Added |
| Rockefeller Capital Management L.P. | 17,973 | $132.5K | 0.00% | +4,300+31.4% | Added |
| Russell Investments Group, Ltd. | 18,028 | $132.9K | 0.00% | +4,109+29.5% | Added |
| Procyon Private Wealth Partners, LLC | 18,600 | $137.1K | 0.02% | +18,600 | New |
| 9258 Wealth Management, LLC | 18,664 | $137.6K | 0.03% | −2,605−12.2% | Reduced |
| Knowledge Leaders Capital, LLC | 19,042 | $140.3K | 0.16% | −792−4.0% | Reduced |
| Cozad Asset Management Inc | 19,090 | $140.7K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19,357 | $142.7K | 0.02% | −2,541−11.6% | Reduced |
| DFPG Investments, LLC | 18,548 | $143.2K | 0.01% | +18,548 | New |
| FFT Wealth Management LLC | 19,751 | $145.6K | 0.02% | −531−2.6% | Reduced |
| Pinnacle Associates Ltd | 20,240 | $149.2K | 0.00% | +20,240 | New |
| First Affirmative Financial Network | 20,691 | $152.5K | 0.15% | +1,125+5.7% | Added |
| Neuberger Berman Group LLC | 21,531 | $158.7K | 0.00% | +1,273+6.3% | Added |
| Old National Bancorp | 22,435 | $165.3K | 0.00% | −17,176−43.4% | Reduced |
| PDS Planning, Inc | 24,224 | $178.5K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 24,525 | $181.0K | 0.01% | +24,525 | New |
| Commerce Bank | 24,594 | $181.3K | 0.00% | −7,278−22.8% | Reduced |
| AlphaQ Advisors LLC | 24,595 | $181.3K | 0.13% | −1,565−6.0% | Reduced |
| Ballentine Partners, LLC | 24,987 | $184.2K | 0.00% | +24,987 | New |
| Cetera Investment Advisers | 25,448 | $187.6K | 0.00% | +92+0.4% | Added |
| 180 Wealth Advisors, LLC | 25,156 | $187.9K | 0.04% | +407+1.6% | Added |
| Verus Capital Partners, LLC | 25,515 | $188.0K | 0.03% | +315+1.3% | Added |
| Keel Point, LLC | 25,850 | $190.5K | 0.03% | −69−0.3% | Reduced |
| New York State Common Retirement Fund | 26,123 | $192.5K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 26,968 | $198.8K | 0.07% | +579+2.2% | Added |
| Claro Advisors LLC | 27,482 | $202.5K | 0.05% | −630−2.2% | Reduced |
| Pathstone Family Office, LLC | 28,144 | $209.2K | 0.00% | +10,615+60.6% | Added |
| Axq Capital, LP | 28,800 | $212.3K | 0.26% | +28,800 | New |
| Comerica Securities,inc. | 28,952 | $213.4K | 0.01% | −4,330−13.0% | Reduced |
| Lake Street Advisors Group, LLC | 29,770 | $219.0K | 0.01% | +219+0.7% | Added |
| Simplex Trading, LLC | 30,739 | $226.0K | 0.01% | −3,799−11.0% | Reduced |
| Aaron Wealth Advisors | 30,842 | $227.3K | 0.03% | +12,872+71.6% | Added |
| Northwestern Mutual Wealth Management Co | 30,887 | $227.6K | 0.00% | −5,222−14.5% | Reduced |
| Windward Capital Management Co | 32,956 | $243.0K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 33,604 | $247.7K | 0.08% | +4,182+14.2% | Added |
| Valeo Financial Advisors, LLC | 33,969 | $250.4K | 0.01% | +2,878+9.3% | Added |
| AE Wealth Management LLC | 34,079 | $251.2K | 0.00% | +34,079 | New |
| Parallel Advisors, LLC | 34,241 | $252.4K | 0.01% | +3,326+10.8% | Added |
| Vestmark Advisory Solutions, Inc. | 34,250 | $252.4K | 0.01% | −4,002−10.5% | Reduced |
| Portside Wealth Group, LLC | 34,526 | $254.5K | 0.05% | +34,526 | New |
| Two Sigma Securities, LLC | 35,813 | $263.9K | 0.02% | −53,281−59.8% | Reduced |
| Boston Private Wealth LLC | 36,543 | $269.3K | 0.00% | −1,954−5.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 36,604 | $269.8K | 0.02% | +10,620+40.9% | Added |
| Prudential Financial Inc | 50,705 | $275.3K | 0.00% | −3,072−5.7% | Reduced |
| State Street Corp | 35,530 | $283.9K | 0.00% | +10,060+39.5% | Added |
| Financial Counselors Inc | 38,991 | $287.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 39,420 | $290.5K | 0.01% | +7,689+24.2% | Added |
| Henshaw Capital LLC | 39,499 | $291.1K | 0.02% | +16,599+72.5% | Added |
| Sage Rhino Capital LLC | 39,709 | $292.7K | 0.08% | +256+0.6% | Added |
| Johnson Investment Counsel Inc | 41,014 | $302.3K | 0.00% | +1,014+2.5% | Added |
| Clarius Group, LLC | 41,815 | $308.2K | 0.02% | +1,245+3.1% | Added |
| Gallacher Capital Management LLC | 43,467 | $320.4K | 0.18% | +4,843+12.5% | Added |
| Raymond James Trust N.A. | 43,436 | $321.0K | 0.01% | −7,241−14.3% | Reduced |
| Vise Technologies, Inc. | 44,328 | $326.7K | 0.08% | +4,843+12.3% | Added |
| Franklin Resources Inc | 44,492 | $327.9K | 0.00% | −3,197−6.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 44,845 | $330.5K | 0.05% | −549−1.2% | Reduced |
| RNC Capital Management LLC | 45,165 | $333.0K | 0.02% | −1,200−2.6% | Reduced |
| apricus wealth, LLC | 44,475 | $336.2K | 0.30% | 00.0% | Unchanged |
| West Family Investments, Inc. | 46,707 | $344.2K | 0.13% | −242−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 46,909 | $345.7K | 0.01% | +2,238+5.0% | Added |
| Atlas Capital Advisors LLC | 49,572 | $365.3K | 0.06% | −1,134−2.2% | Reduced |
| Personal Cfo Solutions, LLC | 49,770 | $366.8K | 0.07% | −4,842−8.9% | Reduced |
| Oppenheimer Asset Management Inc. | 50,355 | $371.1K | 0.01% | −1,506−2.9% | Reduced |
| CAPROCK Group, Inc. | 50,077 | $372.0K | 0.03% | +23,377+87.6% | Added |
| Vident Investment Advisory, LLC | 51,792 | $379.5K | 0.01% | +12,927+33.3% | Added |
| Blair William & Co | 51,556 | $380.0K | 0.00% | −3,229−5.9% | Reduced |
| Commonwealth Equity Services, LLC | 52,418 | $386.0K | 0.00% | +3,796+7.8% | Added |
| Baker Tilly Wealth Management, LLC | 54,844 | $404.2K | 0.04% | −1,721−3.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 56,000 | $413.0K | 0.09% | +36,000+180.0% | Added |
| Sawtooth Solutions, LLC | 57,379 | $422.9K | 0.01% | −19,744−25.6% | Reduced |
| Bleakley Financial Group, LLC | 57,379 | $422.9K | 0.01% | −3,555−5.8% | Reduced |
| Augustine Asset Management Inc | 57,747 | $425.6K | 0.20% | 00.0% | Unchanged |
| Davenport & Co LLC | 58,140 | $428.5K | 0.00% | +3,426+6.3% | Added |
| LPL Financial LLC | 58,551 | $431.5K | 0.00% | +2,610+4.7% | Added |
| Intrust Bank NA | 59,999 | $442.2K | 0.05% | +6,865+12.9% | Added |
| Dorsey & Whitney Trust CO LLC | 60,166 | $443.4K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 60,475 | $445.7K | 0.02% | +15,199+33.6% | Added |
| Park Avenue Securities LLC | 62,461 | $460.0K | 0.01% | +443+0.7% | Added |
| Captrust Financial Advisors | 64,389 | $474.5K | 0.00% | +238+0.4% | Added |
| Checchi Capital Advisers, LLC | 66,542 | $490.4K | 0.04% | +6,054+10.0% | Added |
| Beverly Hills Private Wealth, LLC | 65,604 | $520.9K | 0.09% | +32,507+98.2% | Added |
| Harbour Capital Advisors, LLC | 71,060 | $530.8K | 0.16% | +5,960+9.2% | Added |
| Bank of Montreal | 72,124 | $532.3K | 0.00% | −727−1.0% | Reduced |
| JPMorgan Chase & Co | 73,123 | $538.9K | 0.00% | −1,529−2.0% | Reduced |
| Moors & Cabot, Inc. | 75,687 | $557.8K | 0.04% | +1,250+1.7% | Added |
| Rehmann Capital Advisory Group | 77,709 | $572.7K | 0.05% | −5,030−6.1% | Reduced |
| Ewa, LLC | 84,231 | $620.8K | 0.43% | −10,772−11.3% | Reduced |
| Ergoteles LLC | 84,571 | $623.3K | 0.03% | −19,352−18.6% | Reduced |
| Cresset Asset Management, LLC | 83,724 | $623.3K | 0.00% | +83,724 | New |
| Trexquant Investment LP | 84,675 | $624.1K | 0.02% | +30,431+56.1% | Added |
| MML Investors Services, LLC | 85,628 | $631.0K | 0.00% | −2,731−3.1% | Reduced |
| Janney Montgomery Scott LLC | 86,512 | $638.0K | 0.00% | −3,855−4.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 87,753 | $647.0K | 0.00% | +87,753 | New |
| Independent Advisor Alliance | 87,827 | $647.3K | 0.03% | −731−0.8% | Reduced |
| Private Advisor Group, LLC | 80,993 | $651.7K | 0.01% | −2,414−2.9% | Reduced |
| BTC Capital Management, Inc. | 91,855 | $677.1K | 0.07% | +1,482+1.6% | Added |
| Qtron Investments LLC | 93,078 | $686.0K | 0.13% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 94,049 | $693.1K | 0.03% | +15,569+19.8% | Added |
| Quadrant Capital Group LLC | 94,573 | $697.0K | 0.07% | −4,584−4.6% | Reduced |