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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 13,450 | $114.0K | 0.00% | +13,450 | New |
| Savant Capital, LLC | 13,444 | $114.1K | 0.00% | −1,477−9.9% | Reduced |
| Ieq Capital, LLC | 13,454 | $114.2K | 0.00% | +97+0.7% | Added |
| Manchester Capital Management LLC | 13,530 | $114.9K | 0.02% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 13,816 | $117.3K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,257 | $121.0K | 0.00% | −776−5.2% | Reduced |
| TD Asset Management Inc | 14,380 | $122.1K | 0.00% | −1,602−10.0% | Reduced |
| Stratos Wealth Partners, LTD. | 14,412 | $122.4K | 0.00% | +1,524+11.8% | Added |
| Baldwin Brothers Inc | 14,861 | $126.2K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,120 | $128.4K | 0.00% | +4,986+49.2% | Added |
| Eudaimonia Partners, LLC | 15,360 | $130.4K | 0.03% | 00.0% | Unchanged |
| MQS Management LLC | 15,726 | $133.5K | 0.08% | +15,726 | New |
| Glenmede Trust Co NA | 15,898 | $135.0K | 0.00% | +4,857+44.0% | Added |
| Legacy Financial Advisors, Inc. | 16,131 | $137.0K | 0.03% | +5,086+46.0% | Added |
| Five Oceans Advisors | 16,258 | $138.0K | 0.09% | −70.0% | Reduced |
| Neuberger Berman Group LLC | 17,086 | $145.1K | 0.00% | −4,445−20.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,232 | $146.3K | 0.00% | +2,362+15.9% | Added |
| Ronald Blue Trust, Inc. | 19,972 | $148.0K | 0.00% | +11,347+131.6% | Added |
| Baker Tilly Wealth Management, LLC | 17,858 | $151.6K | 0.02% | −36,986−67.4% | Reduced |
| We Are One Seven, LLC | 17,936 | $152.3K | 0.01% | +6,601+58.2% | Added |
| 9258 Wealth Management, LLC | 18,628 | $158.2K | 0.03% | −36−0.2% | Reduced |
| Flputnam Investment Management Co | 19,078 | $162.0K | 0.00% | +2,278+13.6% | Added |
| Russell Investments Group, Ltd. | 19,426 | $164.9K | 0.00% | +1,398+7.8% | Added |
| Cozad Asset Management Inc | 19,750 | $167.7K | 0.02% | +660+3.5% | Added |
| FFT Wealth Management LLC | 19,751 | $167.7K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 19,790 | $168.0K | 0.00% | +19,790 | New |
| Pinnacle Associates Ltd | 20,240 | $171.8K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 20,300 | $172.3K | 0.00% | −2,135−9.5% | Reduced |
| Cetera Investment Advisers | 21,948 | $186.3K | 0.00% | −3,500−13.8% | Reduced |
| Resonant Capital Advisors, LLC | 22,057 | $187.3K | 0.02% | +22,057 | New |
| Hancock Whitney Corp | 23,965 | $203.5K | 0.01% | +23,965 | New |
| PDS Planning, Inc | 24,382 | $207.0K | 0.03% | +158+0.7% | Added |
| Kestra Advisory Services, LLC | 24,384 | $207.0K | 0.00% | +11,475+88.9% | Added |
| AlphaQ Advisors LLC | 24,510 | $208.1K | 0.18% | −85−0.3% | Reduced |
| First Affirmative Financial Network | 24,640 | $209.2K | 0.20% | +3,949+19.1% | Added |
| Verus Capital Partners, LLC | 25,200 | $213.9K | 0.03% | −315−1.2% | Reduced |
| Keel Point, LLC | 25,358 | $215.3K | 0.03% | −492−1.9% | Reduced |
| Windward Capital Management Co | 25,613 | $217.0K | 0.02% | −7,343−22.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 25,000 | $218.0K | 0.11% | +8,000+47.1% | Added |
| Lindbrook Capital, LLC | 25,953 | $220.3K | 0.02% | +6,596+34.1% | Added |
| New York State Common Retirement Fund | 26,123 | $221.8K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 26,513 | $225.1K | 0.02% | −2,439−8.4% | Reduced |
| Lake Street Advisors Group, LLC | 27,518 | $234.0K | 0.01% | −2,252−7.6% | Reduced |
| Claro Advisors LLC | 27,608 | $234.4K | 0.06% | +126+0.5% | Added |
| Ballentine Partners, LLC | 27,794 | $236.0K | 0.01% | +2,807+11.2% | Added |
| Optas, LLC | 27,866 | $236.6K | 0.08% | +898+3.3% | Added |
| Procyon Private Wealth Partners, LLC | 28,583 | $242.7K | 0.02% | +9,983+53.7% | Added |
| 180 Wealth Advisors, LLC | 28,859 | $245.0K | 0.06% | +3,703+14.7% | Added |
| Northwestern Mutual Wealth Management Co | 29,035 | $246.5K | 0.00% | −1,852−6.0% | Reduced |
| Aquatic Capital Management LLC | 29,200 | $248.0K | 0.01% | +20,500+235.6% | Added |
| Commerce Bank | 30,882 | $262.2K | 0.00% | +6,288+25.6% | Added |
| Beverly Hills Private Wealth, LLC | 31,096 | $264.0K | 0.08% | −34,508−52.6% | Reduced |
| NBC Securities, Inc. | 31,746 | $269.0K | 0.03% | +31,746 | New |
| Aaron Wealth Advisors | 32,542 | $276.3K | 0.04% | +1,700+5.5% | Added |
| Atomi Financial Group, Inc. | 32,587 | $276.7K | 0.09% | +32,587 | New |
| Wrapmanager Inc | 32,816 | $278.6K | 0.09% | −788−2.3% | Reduced |
| Acadian Asset Management LLC | 33,137 | $281.0K | 0.00% | +33,137 | New |
| Boston Private Wealth LLC | 33,469 | $284.1K | 0.01% | −3,074−8.4% | Reduced |
| Portside Wealth Group, LLC | 33,903 | $290.0K | 0.05% | −623−1.8% | Reduced |
| Valeo Financial Advisors, LLC | 34,504 | $292.9K | 0.01% | +535+1.6% | Added |
| AE Wealth Management LLC | 34,669 | $294.3K | 0.00% | +590+1.7% | Added |
| Angeles Investment Advisors, LLC | 34,800 | $295.5K | 0.02% | +34,800 | New |
| Shilanski & Associates, Inc. | 34,854 | $295.9K | 0.12% | +34,854 | New |
| Financial Counselors Inc | 35,402 | $300.6K | 0.01% | −3,589−9.2% | Reduced |
| State Street Corp | 35,530 | $301.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 35,952 | $305.2K | 0.01% | +1,711+5.0% | Added |
| Pathstone Family Office, LLC | 36,654 | $311.2K | 0.00% | +8,510+30.2% | Added |
| Knights of Columbus Asset Advisors LLC | 38,649 | $328.1K | 0.03% | +2,045+5.6% | Added |
| Henshaw Capital LLC | 39,499 | $335.3K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 40,000 | $339.6K | 0.00% | −1,014−2.5% | Reduced |
| Gallacher Capital Management LLC | 40,032 | $339.9K | 0.21% | −3,435−7.9% | Reduced |
| Sage Rhino Capital LLC | 40,517 | $344.0K | 0.10% | +808+2.0% | Added |
| Advisors Asset Management, Inc. | 40,851 | $346.8K | 0.01% | +1,431+3.6% | Added |
| Clarius Group, LLC | 41,419 | $351.6K | 0.03% | −396−0.9% | Reduced |
| Prudential Financial Inc | 41,521 | $352.5K | 0.00% | −9,184−18.1% | Reduced |
| apricus wealth, LLC | 44,475 | $364.7K | 0.32% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 44,259 | $375.8K | 0.01% | +823+1.9% | Added |
| Franklin Resources Inc | 44,737 | $379.8K | 0.00% | +245+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 44,845 | $380.7K | 0.06% | 00.0% | Unchanged |
| RNC Capital Management LLC | 45,165 | $383.5K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 45,353 | $385.0K | 0.01% | −5,002−9.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 45,592 | $387.1K | 0.04% | −90,868−66.6% | Reduced |
| Personal Cfo Solutions, LLC | 46,386 | $393.8K | 0.08% | −3,384−6.8% | Reduced |
| Vise Technologies, Inc. | 46,525 | $395.0K | 0.10% | +2,197+5.0% | Added |
| Sequoia Financial Advisors, LLC | 46,747 | $396.9K | 0.01% | −162−0.3% | Reduced |
| West Family Investments, Inc. | 47,752 | $405.4K | 0.14% | +1,045+2.2% | Added |
| CAPROCK Group, Inc. | 50,266 | $426.8K | 0.03% | +189+0.4% | Added |
| Blair William & Co | 51,939 | $441.0K | 0.00% | +383+0.7% | Added |
| Atlas Capital Advisors LLC | 52,610 | $446.7K | 0.07% | +3,038+6.1% | Added |
| LPL Financial LLC | 54,833 | $465.5K | 0.00% | −3,718−6.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 56,000 | $475.0K | 0.10% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 57,244 | $486.0K | 0.02% | −135−0.2% | Reduced |
| Bleakley Financial Group, LLC | 57,244 | $486.0K | 0.02% | −135−0.2% | Reduced |
| Augustine Asset Management Inc | 57,729 | $490.1K | 0.23% | −180.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 61,040 | $518.2K | 0.05% | +874+1.5% | Added |
| Evergreen Capital Management LLC | 61,300 | $520.4K | 0.02% | +825+1.4% | Added |
| Commonwealth Equity Services, LLC | 67,297 | $571.0K | 0.00% | +14,879+28.4% | Added |
| Bank of Montreal | 66,262 | $577.1K | 0.00% | −5,862−8.1% | Reduced |
| Intrust Bank NA | 69,210 | $587.6K | 0.07% | +9,211+15.4% | Added |
| Harbour Capital Advisors, LLC | 71,160 | $604.1K | 0.18% | +100+0.1% | Added |