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, Q3 2023
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Sep 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
- 328
- +23 vs. Q2 2023
- Shares held
- 210.2M
- −7.98M (−3.7%) vs. Q2 2023
- Total value
- $1.78B
- +$175.6M (+10.9%) vs. Q2 2023
- New holders
- 47
- 123 more added
- Sold out
- 24
- 109 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 70,426,405 | $597.9M | 1.29% | −3,472,060−4.7% | Reduced |
| Bank of America Corp | 19,301,081 | $163.9M | 0.02% | +641,875+3.4% | Added |
| Goldman Sachs Group Inc | 11,393,442 | $96.7M | 0.02% | −83,723−0.7% | Reduced |
| Natixis Advisors, L.P. | 11,060,016 | $93.9M | 0.29% | +773,830+7.5% | Added |
| Morgan Stanley | 7,740,430 | $65.7M | 0.01% | −51,373−0.7% | Reduced |
| Northern Trust Corp | 6,523,210 | $55.4M | 0.01% | +4,410+0.1% | Added |
| BlackRock Inc. | 6,227,271 | $52.9M | 0.00% | +261,244+4.4% | Added |
| Dimensional Fund Advisors LP | 5,819,330 | $49.4M | 0.02% | −37,120−0.6% | Reduced |
| FMR LLC | 4,477,626 | $38.0M | 0.00% | +188,668+4.4% | Added |
| Royal Bank of Canada | 3,811,403 | $32.4M | 0.01% | −228,291−5.7% | Reduced |
| Todd Asset Management LLC | 3,749,508 | $31.8M | 0.76% | −47,170−1.2% | Reduced |
| Envestnet Asset Management Inc | 3,664,275 | $31.1M | 0.01% | +806,728+28.2% | Added |
| Invesco Ltd. | 2,759,046 | $23.4M | 0.01% | −1,171,131−29.8% | Reduced |
| SEI Investments Co | 2,729,888 | $23.2M | 0.04% | −267,976−8.9% | Reduced |
| Raymond James & Associates | 2,523,940 | $21.4M | 0.02% | −2,544−0.1% | Reduced |
| Capricorn Fund Managers Ltd | 2,346,931 | $19.9M | 6.91% | +1,273,966+118.7% | Added |
| Teachers Retirement System of the State of Kentucky | 1,992,140 | $16.9M | 0.17% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,930,116 | $16.4M | 0.02% | +127,185+7.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 1,741,504 | $14.8M | 4.28% | +1,741,504 | New |
| Brandes Investment Partners, LP | 1,688,287 | $14.3M | 0.28% | −347,030−17.1% | Reduced |
| Wells Fargo & Company | 1,623,180 | $13.8M | 0.00% | −49,023−2.9% | Reduced |
| American Century Companies Inc | 1,327,345 | $11.3M | 0.01% | +73,703+5.9% | Added |
| Herr Investment Group LLC | 1,181,350 | $10.0M | 3.12% | −2,574−0.2% | Reduced |
| XY Capital Ltd | 1,119,488 | $9.50M | 8.71% | +785,552+235.2% | Added |
| Abn Amro Investment Solutions | 970,200 | $8.24M | 0.16% | −552,800−36.3% | Reduced |
| Bamco Inc | 964,232 | $8.19M | 0.02% | +166,454+20.9% | Added |
| Massachusetts Financial Services Co | 923,485 | $7.84M | 0.00% | +101,923+12.4% | Added |
| UBS Group AG | 914,164 | $7.76M | 0.00% | +714,587+358.1% | Added |
| Clearbridge Investments, LLC | 908,374 | $7.71M | 0.01% | −640.0% | Reduced |
| CIBC World Markets Inc. | 825,459 | $7.01M | 0.03% | +3,265+0.4% | Added |
| Citadel Advisors LLC | 818,279 | $6.95M | 0.01% | +604,133+282.1% | Added |
| Renaissance Technologies LLC | 748,000 | $6.35M | 0.01% | −351,800−32.0% | Reduced |
| Millennium Management LLC | 720,579 | $6.12M | 0.01% | −2,451,670−77.3% | Reduced |
| Qube Research & Technologies Ltd | 720,215 | $6.11M | 0.02% | +531,168+281.0% | Added |
| Crossmark Global Holdings, Inc. | 725,045 | $6.11M | 0.14% | +3,566+0.5% | Added |
| Citigroup Inc | 627,518 | $5.33M | 0.01% | −836,654−57.1% | Reduced |
| M&T Bank Corp | 576,000 | $4.89M | 0.02% | −27,019−4.5% | Reduced |
| Price T Rowe Associates Inc | 574,658 | $4.88M | 0.00% | −47,734−7.7% | Reduced |
| QRG Capital Management, Inc. | 535,331 | $4.54M | 0.08% | +535,331 | New |
| Guardian Capital Advisors LP | 522,936 | $4.38M | 0.49% | −6,005−1.1% | Reduced |
| Bank of New York Mellon Corp | 504,280 | $4.28M | 0.00% | −9,078−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 496,775 | $4.22M | 0.06% | +90,129+22.2% | Added |
| Ninety One UK Ltd | 426,029 | $3.62M | 0.01% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 420,928 | $3.57M | 1.11% | −27,376−6.1% | Reduced |
| Jane Street Group, LLC | 414,467 | $3.52M | 0.01% | −1,767,567−81.0% | Reduced |
| Tocqueville Asset Management L.P. | 409,720 | $3.48M | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 402,723 | $3.42M | 0.01% | +209,063+108.0% | Added |
| HAP Trading, LLC | 379,586 | $3.22M | 0.80% | +167,042+78.6% | Added |
| Veriti Management LLC | 365,056 | $3.10M | 0.35% | −18,533−4.8% | Reduced |
| HighTower Advisors, LLC | 365,622 | $3.10M | 0.01% | +40,326+12.4% | Added |
| Creative Planning | 347,904 | $2.95M | 0.00% | +43,485+14.3% | Added |
| Brinker Capital Investments, LLC | 302,665 | $2.57M | 0.03% | −16,317−5.1% | Reduced |
| Orion Portfolio Solutions, LLC | 302,665 | $2.57M | 0.03% | −16,317−5.1% | Reduced |
| Forum Financial Management, LP | 299,016 | $2.54M | 0.06% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 293,433 | $2.49M | 0.10% | +37,505+14.7% | Added |
| The PNC Financial Services Group, Inc. | 289,513 | $2.46M | 0.00% | −17,124−5.6% | Reduced |
| Advisor Group Holdings, Inc. | 276,437 | $2.35M | 0.00% | +158,613+134.6% | Added |
| Charles Schwab Investment Management Inc | 270,441 | $2.30M | 0.00% | +111,397+70.0% | Added |
| Integrated Wealth Concepts LLC | 269,919 | $2.29M | 0.04% | −3,174−1.2% | Reduced |
| Atria Investments LLC | 250,334 | $2.12M | 0.04% | −1,590−0.6% | Reduced |
| JustInvest LLC | 245,789 | $2.09M | 0.06% | +27,480+12.6% | Added |
| Quantinno Capital Management LP | 245,213 | $2.08M | 0.09% | +85,240+53.3% | Added |
| Mercer Global Advisors Inc | 244,824 | $2.08M | 0.01% | +142,793+140.0% | Added |
| US Bancorp | 243,317 | $2.07M | 0.00% | −7,820−3.1% | Reduced |
| Synovus Financial Corp | 235,378 | $2.00M | 0.02% | −20,093−7.9% | Reduced |
| Cerity Partners LLC | 227,266 | $1.93M | 0.01% | −40,739−15.2% | Reduced |
| Mariner, LLC | 226,926 | $1.93M | 0.01% | +6,662+3.0% | Added |
| Te Ahumairangi Investment Management Ltd | 220,795 | $1.88M | 0.30% | −15,100−6.4% | Reduced |
| Flow Traders U.S. LLC | 220,879 | $1.88M | 0.09% | +77,570+54.1% | Added |
| Hantz Financial Services, Inc. | 220,324 | $1.87M | 0.05% | −12,697−5.4% | Reduced |
| Ameriprise Financial Inc | 220,000 | $1.87M | 0.00% | +6,862+3.2% | Added |
| Rhumbline Advisers | 218,372 | $1.85M | 0.00% | −1,645−0.7% | Reduced |
| Thornburg Investment Management Inc | 218,432 | $1.85M | 0.03% | +218,432 | New |
| Legacy Wealth Asset Management, LLC | 217,111 | $1.84M | 0.68% | +14,413+7.1% | Added |
| Signaturefd, LLC | 211,710 | $1.80M | 0.05% | +15,867+8.1% | Added |
| Yousif Capital Management, LLC | 209,290 | $1.78M | 0.02% | −3,385−1.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 203,900 | $1.73M | 0.27% | +500+0.2% | Added |
| Ethic Inc. | 202,475 | $1.72M | 0.06% | +9,169+4.7% | Added |
| Capital Wealth Planning, LLC | 199,658 | $1.70M | 0.02% | +102,962+106.5% | Added |
| Penserra Capital Management LLC | 199,658 | $1.70M | 0.03% | +102,962+106.5% | Added |
| Altman Advisors, Inc. | 197,923 | $1.68M | 1.05% | +197,923 | New |
| Georgetown University | 195,065 | $1.66M | 0.60% | +2,227+1.2% | Added |
| Alaethes Wealth LLC | 191,449 | $1.63M | 0.89% | +191,449 | New |
| Naviter Wealth, LLC | 189,313 | $1.61M | 0.39% | +4,780+2.6% | Added |
| TownSquare Capital, LLC | 186,388 | $1.58M | 0.03% | −1,105−0.6% | Reduced |
| Wetherby Asset Management Inc | 165,768 | $1.41M | 0.08% | +3,594+2.2% | Added |
| Capital Fund Management S.A. | 160,748 | $1.36M | 0.02% | +160,748 | New |
| Tudor Investment Corp Et Al | 159,149 | $1.35M | 0.02% | −27,854−14.9% | Reduced |
| Qtron Investments LLC | 158,078 | $1.34M | 0.26% | +65,000+69.8% | Added |
| Victory Capital Management Inc | 155,663 | $1.32M | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 153,175 | $1.30M | 0.13% | −23,461−13.3% | Reduced |
| Greenleaf Trust | 148,666 | $1.26M | 0.01% | +1,278+0.9% | Added |
| CI Private Wealth, LLC | 146,021 | $1.24M | 0.00% | −57,317−28.2% | Reduced |
| Calamos Wealth Management LLC | 139,258 | $1.18M | 0.09% | +139,258 | New |
| Bailard, Inc. | 129,239 | $1.10M | 0.04% | −14,945−10.4% | Reduced |
| Eqis Capital Management, Inc. | 124,439 | $1.06M | 0.13% | −39,962−24.3% | Reduced |
| First Republic Investment Management, Inc. | 122,760 | $1.04M | 0.00% | −14,993−10.9% | Reduced |
| MML Investors Services, LLC | 119,043 | $1.01M | 0.01% | +33,415+39.0% | Added |
| Pacer Advisors, Inc. | 118,536 | $1.01M | 0.00% | +14,268+13.7% | Added |
| Ritholtz Wealth Management | 116,312 | $987.5K | 0.04% | +22,263+23.7% | Added |