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, Q4 2023
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Dec 31, 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
- 360
- +38 vs. Q3 2023
- Shares held
- 215.6M
- +5.97M (+2.8%) vs. Q3 2023
- Total value
- $1.86B
- +$77.2M (+4.3%) vs. Q3 2023
- New holders
- 75
- 156 more added
- Sold out
- 37
- 86 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 66,737,492 | $574.6M | 1.12% | −3,688,913−5.2% | Reduced |
| Bank of America Corp | 17,972,018 | $154.7M | 0.02% | −1,329,063−6.9% | Reduced |
| Natixis Advisors, L.P. | 11,787,853 | $101.5M | 0.27% | +727,837+6.6% | Added |
| Goldman Sachs Group Inc | 11,508,806 | $99.1M | 0.02% | +115,364+1.0% | Added |
| Morgan Stanley | 7,645,933 | $65.8M | 0.01% | −94,497−1.2% | Reduced |
| Fisher Asset Management, LLC | 6,730,968 | $58.0M | 0.03% | +6,730,968 | New |
| BlackRock Inc. | 6,587,172 | $56.7M | 0.00% | +359,901+5.8% | Added |
| Northern Trust Corp | 6,563,627 | $56.5M | 0.01% | +40,417+0.6% | Added |
| Dimensional Fund Advisors LP | 5,873,087 | $50.6M | 0.01% | +53,757+0.9% | Added |
| FMR LLC | 4,687,800 | $40.4M | 0.00% | +210,174+4.7% | Added |
| Royal Bank of Canada | 4,224,943 | $36.4M | 0.01% | +413,540+10.9% | Added |
| Envestnet Asset Management Inc | 3,856,228 | $33.2M | 0.01% | +191,953+5.2% | Added |
| Todd Asset Management LLC | 3,670,909 | $31.6M | 0.70% | −78,599−2.1% | Reduced |
| SEI Investments Co | 2,966,248 | $25.5M | 0.04% | +236,360+8.7% | Added |
| Raymond James & Associates | 2,508,823 | $21.6M | 0.02% | −15,117−0.6% | Reduced |
| Brandes Investment Partners, LP | 2,410,931 | $20.8M | 0.32% | +722,644+42.8% | Added |
| Invesco Ltd. | 2,123,867 | $18.3M | 0.00% | −635,179−23.0% | Reduced |
| Stifel Financial Corp | 2,012,848 | $17.3M | 0.02% | +82,732+4.3% | Added |
| Teachers Retirement System of the State of Kentucky | 1,937,140 | $16.7M | 0.16% | −55,000−2.8% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 1,877,079 | $16.2M | 4.00% | +135,575+7.8% | Added |
| Wells Fargo & Company | 1,731,206 | $14.9M | 0.00% | +108,026+6.7% | Added |
| American Century Companies Inc | 1,469,608 | $12.7M | 0.01% | +142,263+10.7% | Added |
| Millennium Management LLC | 1,183,499 | $10.2M | 0.01% | +462,920+64.2% | Added |
| Qube Research & Technologies Ltd | 1,020,214 | $8.78M | 0.02% | +299,999+41.7% | Added |
| Herr Investment Group LLC | 1,017,464 | $8.76M | 2.35% | −163,886−13.9% | Reduced |
| Massachusetts Financial Services Co | 966,637 | $8.32M | 0.00% | +43,152+4.7% | Added |
| Clearbridge Investments, LLC | 905,764 | $7.80M | 0.01% | −2,610−0.3% | Reduced |
| CIBC World Markets Inc. | 883,578 | $7.61M | 0.02% | +58,119+7.0% | Added |
| Abn Amro Investment Solutions | 876,300 | $7.54M | 0.13% | −93,900−9.7% | Reduced |
| Bamco Inc | 824,897 | $7.10M | 0.02% | −139,335−14.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 805,670 | $6.94M | 0.02% | +805,670 | New |
| UBS Group AG | 745,772 | $6.42M | 0.00% | −168,392−18.4% | Reduced |
| Crossmark Global Holdings, Inc. | 740,247 | $6.37M | 0.13% | +15,202+2.1% | Added |
| Citigroup Inc | 640,334 | $5.51M | 0.01% | +12,816+2.0% | Added |
| Price T Rowe Associates Inc | 621,586 | $5.35M | 0.00% | +46,928+8.2% | Added |
| QRG Capital Management, Inc. | 595,558 | $5.13M | 0.08% | +60,227+11.3% | Added |
| Moran Wealth Management, LLC | 588,818 | $5.07M | 0.18% | +588,818 | New |
| M&T Bank Corp | 564,459 | $4.86M | 0.02% | −11,541−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 537,248 | $4.63M | 0.06% | +40,473+8.1% | Added |
| Bank of New York Mellon Corp | 489,779 | $4.22M | 0.00% | −14,501−2.9% | Reduced |
| Quantinno Capital Management LP | 469,048 | $4.04M | 0.14% | +223,835+91.3% | Added |
| Federated Hermes, Inc. | 466,601 | $4.02M | 0.01% | +460,848+8,010.6% | Added |
| Guardian Capital Advisors LP | 451,401 | $4.01M | 0.42% | −71,535−13.7% | Reduced |
| Thornburg Investment Management Inc | 441,417 | $3.83M | 0.06% | +222,985+102.1% | Added |
| Renaissance Technologies LLC | 436,600 | $3.76M | 0.01% | −311,400−41.6% | Reduced |
| Veriti Management LLC | 428,450 | $3.69M | 0.33% | +63,394+17.4% | Added |
| Creative Planning | 417,947 | $3.60M | 0.01% | +70,043+20.1% | Added |
| Tocqueville Asset Management L.P. | 409,720 | $3.53M | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 403,938 | $3.48M | 0.01% | +38,316+10.5% | Added |
| Boston Common Asset Management, LLC | 402,579 | $3.47M | 0.08% | +389,742+3,036.1% | Added |
| Truist Financial Corp | 397,376 | $3.42M | 0.01% | −5,347−1.3% | Reduced |
| Dorsey Wright & Associates | 389,837 | $3.36M | 1.02% | −31,091−7.4% | Reduced |
| Capital Wealth Planning, LLC | 361,515 | $3.11M | 0.04% | +161,857+81.1% | Added |
| Penserra Capital Management LLC | 361,515 | $3.11M | 0.06% | +161,857+81.1% | Added |
| Charles Schwab Investment Management Inc | 356,192 | $3.07M | 0.00% | +85,751+31.7% | Added |
| Tudor Investment Corp Et Al | 340,545 | $2.93M | 0.04% | +181,396+114.0% | Added |
| Forum Financial Management, LP | 331,716 | $2.86M | 0.05% | +32,700+10.9% | Added |
| The PNC Financial Services Group, Inc. | 329,954 | $2.84M | 0.00% | +40,441+14.0% | Added |
| Pathstone Holdings, LLC | 327,040 | $2.81M | 0.02% | +327,040 | New |
| Brinker Capital Investments, LLC | 291,697 | $2.59M | 0.03% | −10,968−3.6% | Reduced |
| Orion Portfolio Solutions, LLC | 291,697 | $2.59M | 0.03% | −10,968−3.6% | Reduced |
| Capital Fund Management S.A. | 287,030 | $2.47M | 0.03% | +126,282+78.6% | Added |
| Cerity Partners LLC | 276,483 | $2.38M | 0.01% | +49,217+21.7% | Added |
| Integrated Wealth Concepts LLC | 275,582 | $2.37M | 0.04% | +5,663+2.1% | Added |
| US Bancorp | 271,062 | $2.33M | 0.00% | +27,745+11.4% | Added |
| Atria Investments LLC | 261,480 | $2.25M | 0.03% | +11,146+4.5% | Added |
| Mercer Global Advisors Inc | 260,348 | $2.24M | 0.01% | +15,524+6.3% | Added |
| JPMorgan Chase & Co | 251,622 | $2.17M | 0.00% | +169,289+205.6% | Added |
| Deutsche Bank AG | 249,836 | $2.15M | 0.00% | +245,244+5,340.7% | Added |
| Legacy Wealth Asset Management, LLC | 245,500 | $2.11M | 0.69% | +28,389+13.1% | Added |
| JustInvest LLC | 241,909 | $2.08M | 0.05% | −3,880−1.6% | Reduced |
| Ameriprise Financial Inc | 240,914 | $2.07M | 0.00% | +20,914+9.5% | Added |
| Synovus Financial Corp | 236,960 | $2.04M | 0.03% | +1,582+0.7% | Added |
| Augustine Asset Management Inc | 236,727 | $2.04M | 0.90% | +178,998+310.1% | Added |
| Naviter Wealth, LLC | 231,179 | $1.99M | 0.40% | +41,866+22.1% | Added |
| Signaturefd, LLC | 226,755 | $1.95M | 0.05% | +15,045+7.1% | Added |
| Mariner, LLC | 225,450 | $1.94M | 0.00% | −1,476−0.7% | Reduced |
| Yousif Capital Management, LLC | 223,760 | $1.93M | 0.02% | +14,470+6.9% | Added |
| Rhumbline Advisers | 218,963 | $1.89M | 0.00% | +591+0.3% | Added |
| Hantz Financial Services, Inc. | 209,169 | $1.80M | 0.04% | −11,155−5.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 206,900 | $1.78M | 0.27% | +3,000+1.5% | Added |
| Ethic Inc. | 205,867 | $1.77M | 0.05% | +3,392+1.7% | Added |
| Altman Advisors, Inc. | 199,628 | $1.72M | 0.90% | +1,705+0.9% | Added |
| Alaethes Wealth LLC | 197,640 | $1.70M | 0.81% | +6,191+3.2% | Added |
| Georgetown University | 197,539 | $1.70M | 0.58% | +2,474+1.3% | Added |
| Lockheed Martin Investment Management Co | 194,160 | $1.67M | 0.12% | +194,160 | New |
| Citadel Advisors LLC | 180,231 | $1.55M | 0.00% | −638,048−78.0% | Reduced |
| Wetherby Asset Management Inc | 168,401 | $1.45M | 0.08% | +2,633+1.6% | Added |
| Advisor Group Holdings, Inc. | 161,717 | $1.39M | 0.00% | −114,720−41.5% | Reduced |
| CI Private Wealth, LLC | 160,306 | $1.38M | 0.00% | +14,285+9.8% | Added |
| Qtron Investments LLC | 158,078 | $1.36M | 0.22% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 155,939 | $1.34M | 0.00% | +50,758+48.3% | Added |
| Quantbot Technologies LP | 154,807 | $1.33M | 0.08% | +154,807 | New |
| Aquatic Capital Management LLC | 151,400 | $1.30M | 0.03% | +122,200+418.5% | Added |
| Greenleaf Trust | 147,476 | $1.27M | 0.01% | −1,190−0.8% | Reduced |
| TownSquare Capital, LLC | 147,468 | $1.27M | 0.02% | −38,920−20.9% | Reduced |
| Calamos Wealth Management LLC | 145,763 | $1.26M | 0.08% | +6,505+4.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 144,989 | $1.25M | 0.12% | +99,397+218.0% | Added |
| Victory Capital Management Inc | 139,404 | $1.20M | 0.00% | −16,259−10.4% | Reduced |
| Schechter Investment Advisors, LLC | 138,957 | $1.20M | 0.10% | −14,218−9.3% | Reduced |