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 |
|---|---|---|---|---|---|
| Old National Bancorp | 20,300 | $172.3K | 0.00% | −2,135−9.5% | Reduced |
| Pinnacle Associates Ltd | 20,240 | $171.8K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 19,790 | $168.0K | 0.00% | +19,790 | New |
| FFT Wealth Management LLC | 19,751 | $167.7K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 19,750 | $167.7K | 0.02% | +660+3.5% | Added |
| Russell Investments Group, Ltd. | 19,426 | $164.9K | 0.00% | +1,398+7.8% | Added |
| Flputnam Investment Management Co | 19,078 | $162.0K | 0.00% | +2,278+13.6% | Added |
| 9258 Wealth Management, LLC | 18,628 | $158.2K | 0.03% | −36−0.2% | Reduced |
| We Are One Seven, LLC | 17,936 | $152.3K | 0.01% | +6,601+58.2% | Added |
| Baker Tilly Wealth Management, LLC | 17,858 | $151.6K | 0.02% | −36,986−67.4% | Reduced |
| Ronald Blue Trust, Inc. | 19,972 | $148.0K | 0.00% | +11,347+131.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,232 | $146.3K | 0.00% | +2,362+15.9% | Added |
| Neuberger Berman Group LLC | 17,086 | $145.1K | 0.00% | −4,445−20.6% | Reduced |
| Five Oceans Advisors | 16,258 | $138.0K | 0.09% | −70.0% | Reduced |
| Legacy Financial Advisors, Inc. | 16,131 | $137.0K | 0.03% | +5,086+46.0% | Added |
| Glenmede Trust Co NA | 15,898 | $135.0K | 0.00% | +4,857+44.0% | Added |
| MQS Management LLC | 15,726 | $133.5K | 0.08% | +15,726 | New |
| Eudaimonia Partners, LLC | 15,360 | $130.4K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,120 | $128.4K | 0.00% | +4,986+49.2% | Added |
| Baldwin Brothers Inc | 14,861 | $126.2K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 14,412 | $122.4K | 0.00% | +1,524+11.8% | Added |
| TD Asset Management Inc | 14,380 | $122.1K | 0.00% | −1,602−10.0% | Reduced |
| GWM Advisors LLC | 14,257 | $121.0K | 0.00% | −776−5.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 13,816 | $117.3K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13,530 | $114.9K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 13,454 | $114.2K | 0.00% | +97+0.7% | Added |
| Savant Capital, LLC | 13,444 | $114.1K | 0.00% | −1,477−9.9% | Reduced |
| ExodusPoint Capital Management, LP | 13,450 | $114.0K | 0.00% | +13,450 | New |
| Seven Mile Advisory | 13,415 | $113.9K | 0.12% | +180+1.4% | Added |
| Walkner Condon Financial Advisors LLC | 13,002 | $110.4K | 0.03% | +1,136+9.6% | Added |
| Huntington National Bank | 12,983 | $110.2K | 0.00% | +51+0.4% | Added |
| 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 |
| Aprio Wealth Management, LLC | 12,850 | $109.1K | 0.03% | +12,850 | New |
| Boston Common Asset Management, LLC | 12,837 | $109.0K | 0.00% | −460−3.5% | Reduced |
| InterOcean Capital Group, LLC | 12,715 | $108.0K | 0.00% | −275−2.1% | Reduced |
| Veracity Capital LLC | 12,667 | $107.5K | 0.05% | −608−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,442 | $106.0K | 0.00% | +1,802+16.9% | Added |
| Brighton Jones LLC | 12,318 | $104.6K | 0.01% | −2,632−17.6% | Reduced |
| Wedmont Private Capital | 12,432 | $103.7K | 0.01% | +12,432 | New |
| Burns Matteson Capital Management, LLC | 12,210 | $103.7K | 0.07% | +119+1.0% | Added |
| Mission Wealth Management, LP | 12,101 | $102.7K | 0.00% | +620+5.4% | Added |
| Hilltop Holdings Inc. | 11,960 | $101.5K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 11,935 | $101.3K | 0.00% | +11,935 | New |
| Linden Thomas Advisory Services, LLC | 11,864 | $100.7K | 0.02% | +11,864 | New |
| Bessemer Group Inc | 11,666 | $99.0K | 0.00% | +5,301+83.3% | Added |
| Beacon Pointe Advisors, LLC | 11,650 | $98.9K | 0.00% | −2,500−17.7% | Reduced |
| OneAscent Financial Services LLC | 11,463 | $97.0K | 0.03% | +11,463 | New |
| Stokes Family Office, LLC | 11,281 | $95.8K | 0.01% | +11,281 | New |
| Xponance, Inc. | 11,269 | $95.7K | 0.00% | +11,269 | New |
| Wallace Advisory Group, LLC | 12,960 | $95.5K | 0.07% | −437−3.3% | 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 |
| FDx Advisors, Inc. | 11,143 | $95.0K | 0.01% | −13,382−54.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,871 | $92.3K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,717 | $91.0K | 0.00% | +10,717 | New |
| Aspen Grove Capital, LLC | 10,712 | $90.9K | 0.03% | +118+1.1% | Added |
| Group One Trading, L.P. | 10,361 | $88.0K | 0.00% | +10,361 | New |
| Sage Mountain Advisors LLC | 10,308 | $87.5K | 0.01% | −1,141−10.0% | Reduced |
| Tiaa Trust, National Association | 10,231 | $86.9K | 0.00% | +10,231 | New |
| Atria Wealth Solutions, Inc. | 10,227 | $86.8K | 0.00% | +10,227 | New |
| Fidelis Capital Partners, LLC | 10,210 | $86.7K | 0.03% | +10,210 | New |
| Kestra Private Wealth Services, LLC | 10,187 | $86.5K | 0.00% | −1,492−12.8% | 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 |
| Park Place Capital Corp | 9,634 | $81.8K | 0.02% | −1,297−11.9% | Reduced |
| Simplex Trading, LLC | 9,210 | $78.0K | 0.00% | −21,529−70.0% | Reduced |
| Eagle Bay Advisors LLC | 8,434 | $71.6K | 0.03% | −370−4.2% | Reduced |
| AXA S.A. | 8,269 | $70.2K | 0.00% | −470−5.4% | Reduced |
| Global Retirement Partners, LLC | 8,188 | $66.6K | 0.00% | −471−5.4% | Reduced |
| Allworth Financial LP | 7,793 | $66.2K | 0.00% | +2,654+51.6% | Added |
| Federated Hermes, Inc. | 5,753 | $48.8K | 0.00% | +280+5.1% | Added |
| Deutsche Bank AG | 4,592 | $39.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,564 | $38.7K | 0.01% | +2,437+114.6% | Added |
| TD Private Client Wealth LLC | 4,505 | $38.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,597 | $30.5K | 0.01% | +2,583+254.7% | Added |
| JFS Wealth Advisors, LLC | 2,959 | $25.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,838 | $24.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,809 | $23.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,782 | $23.4K | 0.00% | +2,578+1,263.7% | Added |
| Parkside Financial Bank & Trust | 2,307 | $19.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,249 | $19.1K | 0.00% | +2,249 | New |
| Acima Private Wealth, LLC | 2,237 | $19.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,959 | $17.0K | 0.00% | +76+4.0% | Added |
| HHM Wealth Advisors, LLC | 1,995 | $16.9K | 0.00% | −490−19.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,937 | $16.4K | 0.00% | −5,865−75.2% | Reduced |
| FinTrust Capital Advisors, LLC | 1,774 | $15.1K | 0.00% | +495+38.7% | Added |
| Pin Oak Investment Advisors Inc | 1,821 | $15.0K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,569 | $14.0K | 0.00% | +1,569 | New |
| EverSource Wealth Advisors, LLC | 1,566 | $13.3K | 0.00% | −193−11.0% | Reduced |
| Whittier Trust Co | 1,497 | $12.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,420 | $12.1K | 0.00% | −273−16.1% | Reduced |
| Column Capital Advisors, LLC | 1,008 | $8.56K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 892 | $7.57K | 0.00% | −174−16.3% | Reduced |
| Pinnacle Bancorp, Inc. | 857 | $7.28K | 0.00% | −425−33.2% | Reduced |
| IFP Advisors, Inc | 761 | $6.46K | 0.00% | +209+37.9% | Added |
| Umb Bank N A | 757 | $6.43K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 738 | $6.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 662 | $5.56K | 0.00% | −175−20.9% | Reduced |