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 |
|---|---|---|---|---|---|
| Avion Wealth | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $1.04K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 130 | $1.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 175 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 192 | $1.62K | 0.00% | +185+2,642.9% | Added |
| Motco | 192 | $1.63K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 218 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 223 | $1.89K | 0.00% | +223 | New |
| ORG Partners LLC | 230 | $1.95K | 0.00% | −331−59.0% | Reduced |
| JJJ Advisors Inc. | 244 | $2.07K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 310 | $2.63K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 326 | $2.77K | 0.00% | +326 | New |
| Glass Jacobson Investment Advisors llc | 336 | $2.85K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 343 | $2.91K | 0.00% | +343 | New |
| Hazlett, Burt & Watson, Inc. | 392 | $3.00K | 0.00% | +392 | New |
| Gradient Investments LLC | 372 | $3.16K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $3.40K | 0.00% | −93−18.9% | Reduced |
| Harbour Investments, Inc. | 441 | $3.74K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 448 | $3.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 457 | $3.88K | 0.00% | +457 | New |
| Farther Finance Advisors, LLC | 470 | $3.99K | 0.00% | −766−62.0% | Reduced |
| First Horizon Advisors, Inc. | 490 | $4.16K | 0.00% | +490 | New |
| CNB Bank | 535 | $4.54K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 560 | $4.75K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 623 | $5.00K | 0.00% | −491−44.1% | Reduced |
| Rosenberg Matthew Hamilton | 604 | $5.13K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 609 | $5.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 614 | $5.21K | 0.00% | −46−7.0% | Reduced |
| Carolinas Wealth Consulting LLC | 662 | $5.56K | 0.00% | −175−20.9% | Reduced |
| AdvisorNet Financial, Inc | 738 | $6.27K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 757 | $6.43K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 761 | $6.46K | 0.00% | +209+37.9% | Added |
| Pinnacle Bancorp, Inc. | 857 | $7.28K | 0.00% | −425−33.2% | Reduced |
| WR Wealth Planners, LLC | 892 | $7.57K | 0.00% | −174−16.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.49K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,008 | $8.56K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,420 | $12.1K | 0.00% | −273−16.1% | Reduced |
| Whittier Trust Co | 1,497 | $12.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,566 | $13.3K | 0.00% | −193−11.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,569 | $14.0K | 0.00% | +1,569 | New |
| Pin Oak Investment Advisors Inc | 1,821 | $15.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,774 | $15.1K | 0.00% | +495+38.7% | Added |
| Tower Research Capital LLC (TRC) | 1,937 | $16.4K | 0.00% | −5,865−75.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,995 | $16.9K | 0.00% | −490−19.7% | Reduced |
| Macquarie Group Ltd | 1,959 | $17.0K | 0.00% | +76+4.0% | Added |
| Acima Private Wealth, LLC | 2,237 | $19.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,249 | $19.1K | 0.00% | +2,249 | New |
| Parkside Financial Bank & Trust | 2,307 | $19.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,782 | $23.4K | 0.00% | +2,578+1,263.7% | Added |
| Glassman Wealth Services | 2,809 | $23.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,838 | $24.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,959 | $25.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,597 | $30.5K | 0.01% | +2,583+254.7% | Added |
| TD Private Client Wealth LLC | 4,505 | $38.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,564 | $38.7K | 0.01% | +2,437+114.6% | Added |
| Deutsche Bank AG | 4,592 | $39.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,753 | $48.8K | 0.00% | +280+5.1% | Added |
| Allworth Financial LP | 7,793 | $66.2K | 0.00% | +2,654+51.6% | Added |
| Global Retirement Partners, LLC | 8,188 | $66.6K | 0.00% | −471−5.4% | Reduced |
| AXA S.A. | 8,269 | $70.2K | 0.00% | −470−5.4% | Reduced |
| Eagle Bay Advisors LLC | 8,434 | $71.6K | 0.03% | −370−4.2% | Reduced |
| Simplex Trading, LLC | 9,210 | $78.0K | 0.00% | −21,529−70.0% | Reduced |
| Park Place Capital Corp | 9,634 | $81.8K | 0.02% | −1,297−11.9% | Reduced |
| Barclays PLC | 10,000 | $84.9K | 0.00% | +9,999+999,900.0% | Added |
| Bayesian Capital Management, LP | 10,000 | $84.9K | 0.01% | +10,000 | New |
| Kestra Private Wealth Services, LLC | 10,187 | $86.5K | 0.00% | −1,492−12.8% | Reduced |
| Fidelis Capital Partners, LLC | 10,210 | $86.7K | 0.03% | +10,210 | New |
| Atria Wealth Solutions, Inc. | 10,227 | $86.8K | 0.00% | +10,227 | New |
| Tiaa Trust, National Association | 10,231 | $86.9K | 0.00% | +10,231 | New |
| Sage Mountain Advisors LLC | 10,308 | $87.5K | 0.01% | −1,141−10.0% | Reduced |
| Group One Trading, L.P. | 10,361 | $88.0K | 0.00% | +10,361 | New |
| Aspen Grove Capital, LLC | 10,712 | $90.9K | 0.03% | +118+1.1% | Added |
| Brown Advisory Inc | 10,717 | $91.0K | 0.00% | +10,717 | New |
| Allspring Global Investments Holdings, LLC | 10,871 | $92.3K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 11,143 | $95.0K | 0.01% | −13,382−54.6% | Reduced |
| Lloyd Advisory Services, LLC. | 11,242 | $95.4K | 0.03% | +11,242 | New |
| Norden Group LLC | 11,242 | $95.4K | 0.03% | +11,242 | New |
| Wallace Advisory Group, LLC | 12,960 | $95.5K | 0.07% | −437−3.3% | Reduced |
| Xponance, Inc. | 11,269 | $95.7K | 0.00% | +11,269 | New |
| Stokes Family Office, LLC | 11,281 | $95.8K | 0.01% | +11,281 | New |
| OneAscent Financial Services LLC | 11,463 | $97.0K | 0.03% | +11,463 | New |
| Beacon Pointe Advisors, LLC | 11,650 | $98.9K | 0.00% | −2,500−17.7% | Reduced |
| Bessemer Group Inc | 11,666 | $99.0K | 0.00% | +5,301+83.3% | Added |
| Linden Thomas Advisory Services, LLC | 11,864 | $100.7K | 0.02% | +11,864 | New |
| Choate Investment Advisors | 11,935 | $101.3K | 0.00% | +11,935 | New |
| Hilltop Holdings Inc. | 11,960 | $101.5K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 12,101 | $102.7K | 0.00% | +620+5.4% | Added |
| Burns Matteson Capital Management, LLC | 12,210 | $103.7K | 0.07% | +119+1.0% | Added |
| Wedmont Private Capital | 12,432 | $103.7K | 0.01% | +12,432 | New |
| Brighton Jones LLC | 12,318 | $104.6K | 0.01% | −2,632−17.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,442 | $106.0K | 0.00% | +1,802+16.9% | Added |
| Veracity Capital LLC | 12,667 | $107.5K | 0.05% | −608−4.6% | Reduced |
| InterOcean Capital Group, LLC | 12,715 | $108.0K | 0.00% | −275−2.1% | Reduced |
| Boston Common Asset Management, LLC | 12,837 | $109.0K | 0.00% | −460−3.5% | Reduced |
| Aprio Wealth Management, LLC | 12,850 | $109.1K | 0.03% | +12,850 | New |
| Arlington Partners LLC | 12,867 | $109.2K | 0.04% | +3,347+35.2% | Added |
| Arlington Trust Co LLC | 12,867 | $109.2K | 0.04% | +12,867 | New |
| Huntington National Bank | 12,983 | $110.2K | 0.00% | +51+0.4% | Added |
| Walkner Condon Financial Advisors LLC | 13,002 | $110.4K | 0.03% | +1,136+9.6% | Added |
| Seven Mile Advisory | 13,415 | $113.9K | 0.12% | +180+1.4% | Added |