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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 110,834 | $941.0K | 0.02% | +110,834 | New |
| Fifth Third Bancorp | 108,652 | $922.5K | 0.00% | +122+0.1% | Added |
| Telemus Capital, LLC | 107,576 | $913.3K | 0.08% | −1,403−1.3% | Reduced |
| Quadrant Capital Group LLC | 106,636 | $905.3K | 0.09% | +12,063+12.8% | Added |
| Cetera Advisor Networks LLC | 105,456 | $895.3K | 0.01% | +7,653+7.8% | Added |
| Highland Capital Management, LLC | 105,300 | $894.0K | 0.06% | +105,300 | New |
| BNP Paribas Arbitrage, SA | 105,181 | $893.0K | 0.00% | +515+0.5% | Added |
| Vident Advisory, LLC | 102,466 | $869.9K | 0.03% | +102,466 | New |
| Susquehanna International Group, LLP | 96,924 | $822.9K | 0.00% | −49,912−34.0% | Reduced |
| Davenport & Co LLC | 95,586 | $811.5K | 0.01% | +37,446+64.4% | Added |
| BTC Capital Management, Inc. | 95,562 | $811.3K | 0.09% | +3,707+4.0% | Added |
| Eagle Asset Management Inc | 95,222 | $808.4K | 0.00% | −30,601−24.3% | Reduced |
| Confluence Investment Management LLC | 95,194 | $808.2K | 0.01% | +95,194 | New |
| Cresset Asset Management, LLC | 93,623 | $794.9K | 0.01% | +9,899+11.8% | Added |
| Park Avenue Securities LLC | 91,290 | $775.0K | 0.01% | +28,829+46.2% | Added |
| Janney Montgomery Scott LLC | 90,236 | $766.0K | 0.00% | +3,724+4.3% | Added |
| Independent Advisor Alliance | 87,977 | $746.9K | 0.03% | +150+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 85,010 | $721.7K | 0.00% | +85,010 | New |
| Private Advisor Group, LLC | 83,569 | $709.5K | 0.01% | +2,576+3.2% | Added |
| Ewa, LLC | 85,538 | $707.4K | 0.46% | +1,307+1.6% | Added |
| JPMorgan Chase & Co | 82,333 | $699.0K | 0.00% | +9,210+12.6% | Added |
| Squarepoint Ops LLC | 80,345 | $682.1K | 0.00% | +80,345 | New |
| Captrust Financial Advisors | 78,141 | $663.4K | 0.00% | +13,752+21.4% | Added |
| Rehmann Capital Advisory Group | 77,227 | $655.7K | 0.06% | −482−0.6% | Reduced |
| DFPG Investments, LLC | 78,326 | $633.7K | 0.06% | +59,778+322.3% | Added |
| Checchi Capital Advisers, LLC | 73,563 | $624.5K | 0.06% | +7,021+10.6% | Added |
| Balyasny Asset Management LLC | 73,511 | $624.1K | 0.00% | −70,102−48.8% | Reduced |
| Moors & Cabot, Inc. | 71,937 | $610.7K | 0.04% | −3,750−5.0% | Reduced |
| Harbour Capital Advisors, LLC | 71,160 | $604.1K | 0.18% | +100+0.1% | Added |
| Intrust Bank NA | 69,210 | $587.6K | 0.07% | +9,211+15.4% | Added |
| Bank of Montreal | 66,262 | $577.1K | 0.00% | −5,862−8.1% | Reduced |
| Commonwealth Equity Services, LLC | 67,297 | $571.0K | 0.00% | +14,879+28.4% | Added |
| Evergreen Capital Management LLC | 61,300 | $520.4K | 0.02% | +825+1.4% | Added |
| Dorsey & Whitney Trust CO LLC | 61,040 | $518.2K | 0.05% | +874+1.5% | Added |
| Augustine Asset Management Inc | 57,729 | $490.1K | 0.23% | −180.0% | Reduced |
| 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 |
| Hunter Perkins Capital Management, LLC | 56,000 | $475.0K | 0.10% | 00.0% | Unchanged |
| LPL Financial LLC | 54,833 | $465.5K | 0.00% | −3,718−6.4% | Reduced |
| Atlas Capital Advisors LLC | 52,610 | $446.7K | 0.07% | +3,038+6.1% | Added |
| Blair William & Co | 51,939 | $441.0K | 0.00% | +383+0.7% | Added |
| CAPROCK Group, Inc. | 50,266 | $426.8K | 0.03% | +189+0.4% | Added |
| West Family Investments, Inc. | 47,752 | $405.4K | 0.14% | +1,045+2.2% | Added |
| Sequoia Financial Advisors, LLC | 46,747 | $396.9K | 0.01% | −162−0.3% | Reduced |
| Vise Technologies, Inc. | 46,525 | $395.0K | 0.10% | +2,197+5.0% | Added |
| Personal Cfo Solutions, LLC | 46,386 | $393.8K | 0.08% | −3,384−6.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 45,592 | $387.1K | 0.04% | −90,868−66.6% | Reduced |
| Oppenheimer Asset Management Inc. | 45,353 | $385.0K | 0.01% | −5,002−9.9% | Reduced |
| RNC Capital Management LLC | 45,165 | $383.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 44,845 | $380.7K | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 44,737 | $379.8K | 0.00% | +245+0.6% | Added |
| Raymond James Trust N.A. | 44,259 | $375.8K | 0.01% | +823+1.9% | Added |
| apricus wealth, LLC | 44,475 | $364.7K | 0.32% | 00.0% | Unchanged |
| Prudential Financial Inc | 41,521 | $352.5K | 0.00% | −9,184−18.1% | Reduced |
| Clarius Group, LLC | 41,419 | $351.6K | 0.03% | −396−0.9% | Reduced |
| Advisors Asset Management, Inc. | 40,851 | $346.8K | 0.01% | +1,431+3.6% | Added |
| Sage Rhino Capital LLC | 40,517 | $344.0K | 0.10% | +808+2.0% | Added |
| Gallacher Capital Management LLC | 40,032 | $339.9K | 0.21% | −3,435−7.9% | Reduced |
| Johnson Investment Counsel Inc | 40,000 | $339.6K | 0.00% | −1,014−2.5% | Reduced |
| Henshaw Capital LLC | 39,499 | $335.3K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 38,649 | $328.1K | 0.03% | +2,045+5.6% | Added |
| Pathstone Family Office, LLC | 36,654 | $311.2K | 0.00% | +8,510+30.2% | Added |
| Parallel Advisors, LLC | 35,952 | $305.2K | 0.01% | +1,711+5.0% | Added |
| State Street Corp | 35,530 | $301.6K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 35,402 | $300.6K | 0.01% | −3,589−9.2% | Reduced |
| Shilanski & Associates, Inc. | 34,854 | $295.9K | 0.12% | +34,854 | New |
| Angeles Investment Advisors, LLC | 34,800 | $295.5K | 0.02% | +34,800 | New |
| AE Wealth Management LLC | 34,669 | $294.3K | 0.00% | +590+1.7% | Added |
| Valeo Financial Advisors, LLC | 34,504 | $292.9K | 0.01% | +535+1.6% | Added |
| Portside Wealth Group, LLC | 33,903 | $290.0K | 0.05% | −623−1.8% | Reduced |
| Boston Private Wealth LLC | 33,469 | $284.1K | 0.01% | −3,074−8.4% | Reduced |
| Acadian Asset Management LLC | 33,137 | $281.0K | 0.00% | +33,137 | New |
| Wrapmanager Inc | 32,816 | $278.6K | 0.09% | −788−2.3% | Reduced |
| Atomi Financial Group, Inc. | 32,587 | $276.7K | 0.09% | +32,587 | New |
| Aaron Wealth Advisors | 32,542 | $276.3K | 0.04% | +1,700+5.5% | Added |
| NBC Securities, Inc. | 31,746 | $269.0K | 0.03% | +31,746 | New |
| Beverly Hills Private Wealth, LLC | 31,096 | $264.0K | 0.08% | −34,508−52.6% | Reduced |
| Commerce Bank | 30,882 | $262.2K | 0.00% | +6,288+25.6% | Added |
| Aquatic Capital Management LLC | 29,200 | $248.0K | 0.01% | +20,500+235.6% | Added |
| Northwestern Mutual Wealth Management Co | 29,035 | $246.5K | 0.00% | −1,852−6.0% | Reduced |
| 180 Wealth Advisors, LLC | 28,859 | $245.0K | 0.06% | +3,703+14.7% | Added |
| Procyon Private Wealth Partners, LLC | 28,583 | $242.7K | 0.02% | +9,983+53.7% | Added |
| Optas, LLC | 27,866 | $236.6K | 0.08% | +898+3.3% | Added |
| Ballentine Partners, LLC | 27,794 | $236.0K | 0.01% | +2,807+11.2% | Added |
| Claro Advisors LLC | 27,608 | $234.4K | 0.06% | +126+0.5% | Added |
| Lake Street Advisors Group, LLC | 27,518 | $234.0K | 0.01% | −2,252−7.6% | Reduced |
| Comerica Securities,inc. | 26,513 | $225.1K | 0.02% | −2,439−8.4% | Reduced |
| New York State Common Retirement Fund | 26,123 | $221.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25,953 | $220.3K | 0.02% | +6,596+34.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 25,000 | $218.0K | 0.11% | +8,000+47.1% | Added |
| Windward Capital Management Co | 25,613 | $217.0K | 0.02% | −7,343−22.3% | Reduced |
| Keel Point, LLC | 25,358 | $215.3K | 0.03% | −492−1.9% | Reduced |
| Verus Capital Partners, LLC | 25,200 | $213.9K | 0.03% | −315−1.2% | Reduced |
| First Affirmative Financial Network | 24,640 | $209.2K | 0.20% | +3,949+19.1% | Added |
| AlphaQ Advisors LLC | 24,510 | $208.1K | 0.18% | −85−0.3% | Reduced |
| Kestra Advisory Services, LLC | 24,384 | $207.0K | 0.00% | +11,475+88.9% | Added |
| PDS Planning, Inc | 24,382 | $207.0K | 0.03% | +158+0.7% | Added |
| Hancock Whitney Corp | 23,965 | $203.5K | 0.01% | +23,965 | New |
| Resonant Capital Advisors, LLC | 22,057 | $187.3K | 0.02% | +22,057 | New |
| Cetera Investment Advisers | 21,948 | $186.3K | 0.00% | −3,500−13.8% | Reduced |