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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 102,031 | $752.0K | 0.00% | +5,097+5.3% | Added |
| Cetera Advisor Networks LLC | 97,803 | $720.8K | 0.01% | +10,341+11.8% | Added |
| Capital Wealth Planning, LLC | 96,696 | $712.6K | 0.01% | +96,696 | New |
| Penserra Capital Management LLC | 96,696 | $712.0K | 0.01% | +96,696 | New |
| Quadrant Capital Group LLC | 94,573 | $697.0K | 0.07% | −4,584−4.6% | Reduced |
| Ritholtz Wealth Management | 94,049 | $693.1K | 0.03% | +15,569+19.8% | Added |
| Qtron Investments LLC | 93,078 | $686.0K | 0.13% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 91,855 | $677.1K | 0.07% | +1,482+1.6% | Added |
| Private Advisor Group, LLC | 80,993 | $651.7K | 0.01% | −2,414−2.9% | Reduced |
| Independent Advisor Alliance | 87,827 | $647.3K | 0.03% | −731−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 87,753 | $647.0K | 0.00% | +87,753 | New |
| Janney Montgomery Scott LLC | 86,512 | $638.0K | 0.00% | −3,855−4.3% | Reduced |
| MML Investors Services, LLC | 85,628 | $631.0K | 0.00% | −2,731−3.1% | Reduced |
| Trexquant Investment LP | 84,675 | $624.1K | 0.02% | +30,431+56.1% | Added |
| Cresset Asset Management, LLC | 83,724 | $623.3K | 0.00% | +83,724 | New |
| Ergoteles LLC | 84,571 | $623.3K | 0.03% | −19,352−18.6% | Reduced |
| Ewa, LLC | 84,231 | $620.8K | 0.43% | −10,772−11.3% | Reduced |
| Rehmann Capital Advisory Group | 77,709 | $572.7K | 0.05% | −5,030−6.1% | Reduced |
| Moors & Cabot, Inc. | 75,687 | $557.8K | 0.04% | +1,250+1.7% | Added |
| JPMorgan Chase & Co | 73,123 | $538.9K | 0.00% | −1,529−2.0% | Reduced |
| Bank of Montreal | 72,124 | $532.3K | 0.00% | −727−1.0% | Reduced |
| Harbour Capital Advisors, LLC | 71,060 | $530.8K | 0.16% | +5,960+9.2% | Added |
| Beverly Hills Private Wealth, LLC | 65,604 | $520.9K | 0.09% | +32,507+98.2% | Added |
| Checchi Capital Advisers, LLC | 66,542 | $490.4K | 0.04% | +6,054+10.0% | Added |
| Captrust Financial Advisors | 64,389 | $474.5K | 0.00% | +238+0.4% | Added |
| Park Avenue Securities LLC | 62,461 | $460.0K | 0.01% | +443+0.7% | Added |
| Evergreen Capital Management LLC | 60,475 | $445.7K | 0.02% | +15,199+33.6% | Added |
| Dorsey & Whitney Trust CO LLC | 60,166 | $443.4K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 59,999 | $442.2K | 0.05% | +6,865+12.9% | Added |
| LPL Financial LLC | 58,551 | $431.5K | 0.00% | +2,610+4.7% | Added |
| Davenport & Co LLC | 58,140 | $428.5K | 0.00% | +3,426+6.3% | Added |
| Augustine Asset Management Inc | 57,747 | $425.6K | 0.20% | 00.0% | Unchanged |
| 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 |
| Hunter Perkins Capital Management, LLC | 56,000 | $413.0K | 0.09% | +36,000+180.0% | Added |
| Baker Tilly Wealth Management, LLC | 54,844 | $404.2K | 0.04% | −1,721−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 52,418 | $386.0K | 0.00% | +3,796+7.8% | Added |
| Blair William & Co | 51,556 | $380.0K | 0.00% | −3,229−5.9% | Reduced |
| Vident Investment Advisory, LLC | 51,792 | $379.5K | 0.01% | +12,927+33.3% | Added |
| CAPROCK Group, Inc. | 50,077 | $372.0K | 0.03% | +23,377+87.6% | Added |
| Oppenheimer Asset Management Inc. | 50,355 | $371.1K | 0.01% | −1,506−2.9% | Reduced |
| Personal Cfo Solutions, LLC | 49,770 | $366.8K | 0.07% | −4,842−8.9% | Reduced |
| Atlas Capital Advisors LLC | 49,572 | $365.3K | 0.06% | −1,134−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 46,909 | $345.7K | 0.01% | +2,238+5.0% | Added |
| West Family Investments, Inc. | 46,707 | $344.2K | 0.13% | −242−0.5% | Reduced |
| apricus wealth, LLC | 44,475 | $336.2K | 0.30% | 00.0% | Unchanged |
| RNC Capital Management LLC | 45,165 | $333.0K | 0.02% | −1,200−2.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 44,845 | $330.5K | 0.05% | −549−1.2% | Reduced |
| Franklin Resources Inc | 44,492 | $327.9K | 0.00% | −3,197−6.7% | Reduced |
| Vise Technologies, Inc. | 44,328 | $326.7K | 0.08% | +4,843+12.3% | Added |
| Raymond James Trust N.A. | 43,436 | $321.0K | 0.01% | −7,241−14.3% | Reduced |
| Gallacher Capital Management LLC | 43,467 | $320.4K | 0.18% | +4,843+12.5% | Added |
| Clarius Group, LLC | 41,815 | $308.2K | 0.02% | +1,245+3.1% | Added |
| Johnson Investment Counsel Inc | 41,014 | $302.3K | 0.00% | +1,014+2.5% | Added |
| Sage Rhino Capital LLC | 39,709 | $292.7K | 0.08% | +256+0.6% | Added |
| Henshaw Capital LLC | 39,499 | $291.1K | 0.02% | +16,599+72.5% | Added |
| Advisors Asset Management, Inc. | 39,420 | $290.5K | 0.01% | +7,689+24.2% | Added |
| Financial Counselors Inc | 38,991 | $287.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 35,530 | $283.9K | 0.00% | +10,060+39.5% | Added |
| Prudential Financial Inc | 50,705 | $275.3K | 0.00% | −3,072−5.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 36,604 | $269.8K | 0.02% | +10,620+40.9% | Added |
| Boston Private Wealth LLC | 36,543 | $269.3K | 0.00% | −1,954−5.1% | Reduced |
| Two Sigma Securities, LLC | 35,813 | $263.9K | 0.02% | −53,281−59.8% | Reduced |
| Portside Wealth Group, LLC | 34,526 | $254.5K | 0.05% | +34,526 | New |
| Vestmark Advisory Solutions, Inc. | 34,250 | $252.4K | 0.01% | −4,002−10.5% | Reduced |
| Parallel Advisors, LLC | 34,241 | $252.4K | 0.01% | +3,326+10.8% | Added |
| AE Wealth Management LLC | 34,079 | $251.2K | 0.00% | +34,079 | New |
| Valeo Financial Advisors, LLC | 33,969 | $250.4K | 0.01% | +2,878+9.3% | Added |
| Wrapmanager Inc | 33,604 | $247.7K | 0.08% | +4,182+14.2% | Added |
| Windward Capital Management Co | 32,956 | $243.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 30,887 | $227.6K | 0.00% | −5,222−14.5% | Reduced |
| Aaron Wealth Advisors | 30,842 | $227.3K | 0.03% | +12,872+71.6% | Added |
| Simplex Trading, LLC | 30,739 | $226.0K | 0.01% | −3,799−11.0% | Reduced |
| Lake Street Advisors Group, LLC | 29,770 | $219.0K | 0.01% | +219+0.7% | Added |
| Comerica Securities,inc. | 28,952 | $213.4K | 0.01% | −4,330−13.0% | Reduced |
| Axq Capital, LP | 28,800 | $212.3K | 0.26% | +28,800 | New |
| Pathstone Family Office, LLC | 28,144 | $209.2K | 0.00% | +10,615+60.6% | Added |
| Claro Advisors LLC | 27,482 | $202.5K | 0.05% | −630−2.2% | Reduced |
| Optas, LLC | 26,968 | $198.8K | 0.07% | +579+2.2% | Added |
| New York State Common Retirement Fund | 26,123 | $192.5K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 25,850 | $190.5K | 0.03% | −69−0.3% | Reduced |
| Verus Capital Partners, LLC | 25,515 | $188.0K | 0.03% | +315+1.3% | Added |
| 180 Wealth Advisors, LLC | 25,156 | $187.9K | 0.04% | +407+1.6% | Added |
| Cetera Investment Advisers | 25,448 | $187.6K | 0.00% | +92+0.4% | Added |
| Ballentine Partners, LLC | 24,987 | $184.2K | 0.00% | +24,987 | New |
| AlphaQ Advisors LLC | 24,595 | $181.3K | 0.13% | −1,565−6.0% | Reduced |
| Commerce Bank | 24,594 | $181.3K | 0.00% | −7,278−22.8% | Reduced |
| FDx Advisors, Inc. | 24,525 | $181.0K | 0.01% | +24,525 | New |
| PDS Planning, Inc | 24,224 | $178.5K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 22,435 | $165.3K | 0.00% | −17,176−43.4% | Reduced |
| Neuberger Berman Group LLC | 21,531 | $158.7K | 0.00% | +1,273+6.3% | Added |
| First Affirmative Financial Network | 20,691 | $152.5K | 0.15% | +1,125+5.7% | Added |
| Pinnacle Associates Ltd | 20,240 | $149.2K | 0.00% | +20,240 | New |
| FFT Wealth Management LLC | 19,751 | $145.6K | 0.02% | −531−2.6% | Reduced |
| DFPG Investments, LLC | 18,548 | $143.2K | 0.01% | +18,548 | New |
| Lindbrook Capital, LLC | 19,357 | $142.7K | 0.02% | −2,541−11.6% | Reduced |
| Cozad Asset Management Inc | 19,090 | $140.7K | 0.02% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 19,042 | $140.3K | 0.16% | −792−4.0% | Reduced |
| 9258 Wealth Management, LLC | 18,664 | $137.6K | 0.03% | −2,605−12.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,600 | $137.1K | 0.02% | +18,600 | New |