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 |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 87 | $750 | 0.00% | +87 | New |
| Beaird Harris Wealth Management, LLC | 109 | $939 | 0.00% | +109 | New |
| Avion Wealth | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $1.05K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 139 | $1.20K | 0.00% | +139 | New |
| CVA Family Office, LLC | 147 | $1.27K | 0.00% | +147 | New |
| ClariVest Asset Management LLC | 150 | $1.29K | 0.00% | +150 | New |
| LM Advisors LLC | 170 | $1.46K | 0.00% | +170 | New |
| Arlington Trust Co LLC | 185 | $1.59K | 0.00% | −12,682−98.6% | Reduced |
| Motco | 192 | $1.65K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 210 | $1.81K | 0.00% | −10,151−98.0% | Reduced |
| Tortoise Investment Management, LLC | 218 | $1.88K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 244 | $2.10K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 302 | $2.60K | 0.00% | +302 | New |
| Credential Qtrade Securities Inc. | 310 | $2.67K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 327 | $2.81K | 0.00% | +1+0.3% | Added |
| Sunbelt Securities, Inc. | 343 | $2.95K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 397 | $3.00K | 0.00% | +5+1.3% | Added |
| Sofos Investments, Inc. | 362 | $3.12K | 0.00% | +170+88.5% | Added |
| Brown Brothers Harriman & Co | 368 | $3.17K | 0.00% | +368 | New |
| Gradient Investments LLC | 372 | $3.20K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 372 | $3.20K | 0.00% | +372 | New |
| Bourgeon Capital Management LLC | 385 | $3.31K | 0.00% | +162+72.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 390 | $3.36K | 0.00% | −10−2.5% | Reduced |
| IFP Advisors, Inc | 411 | $3.54K | 0.00% | −350−46.0% | Reduced |
| Harbour Investments, Inc. | 441 | $3.80K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 448 | $3.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 471 | $4.06K | 0.00% | −143−23.3% | Reduced |
| Acima Private Wealth, LLC | 478 | $4.12K | 0.00% | −1,759−78.6% | Reduced |
| First Horizon Advisors, Inc. | 490 | $4.22K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 514 | $4.43K | 0.00% | +339+193.7% | Added |
| CNB Bank | 535 | $4.61K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 560 | $4.82K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 623 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 584 | $5.03K | 0.00% | −7,850−93.1% | Reduced |
| Bruce G. Allen Investments, LLC | 611 | $5.26K | 0.00% | +611 | New |
| Glass Jacobson Investment Advisors llc | 650 | $5.60K | 0.00% | +314+93.5% | Added |
| Carolinas Wealth Consulting LLC | 662 | $5.70K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 717 | $6.17K | 0.01% | +717 | New |
| AdvisorNet Financial, Inc | 738 | $6.35K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 749 | $6.45K | 0.00% | +749 | New |
| Pinnacle Bancorp, Inc. | 857 | $7.38K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 910 | $7.83K | 0.00% | +306+50.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.61K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,300 | $11.2K | 0.00% | +1,300 | New |
| Montag A & Associates Inc | 1,420 | $12.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,774 | $15.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,800 | $15.5K | 0.01% | +1,800 | New |
| Jones Financial Companies LLLP | 1,801 | $15.5K | 0.00% | −448−19.9% | Reduced |
| Pin Oak Investment Advisors Inc | 1,821 | $16.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,967 | $17.0K | 0.00% | +8+0.4% | Added |
| FSA Wealth Management LLC | 2,000 | $17.0K | 0.01% | +2,000 | New |
| HHM Wealth Advisors, LLC | 1,995 | $17.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,054 | $17.7K | 0.00% | +2,054 | New |
| Bokf, NA | 2,782 | $24.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,809 | $24.2K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,838 | $24.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,204 | $27.6K | 0.01% | +897+38.9% | Added |
| JFS Wealth Advisors, LLC | 3,349 | $28.8K | 0.00% | +390+13.2% | Added |
| Rothschild Investment LLC | 3,541 | $30.5K | 0.00% | +3,541 | New |
| EverSource Wealth Advisors, LLC | 3,648 | $31.4K | 0.00% | +2,082+133.0% | Added |
| Principal Securities, Inc. | 3,747 | $32.3K | 0.00% | +3,747 | New |
| TD Private Client Wealth LLC | 4,482 | $38.6K | 0.00% | −23−0.5% | Reduced |
| Park Place Capital Corp | 5,005 | $43.1K | 0.02% | −4,629−48.0% | Reduced |
| Hexagon Capital Partners LLC | 5,089 | $43.8K | 0.01% | +525+11.5% | Added |
| Addison Advisors LLC | 5,209 | $44.9K | 0.02% | +1,612+44.8% | Added |
| Transamerica Financial Advisors, Inc. | 5,918 | $51.0K | 0.01% | +4,349+277.2% | Added |
| National Bank of Canada | 7,150 | $61.1K | 0.00% | +7,150 | New |
| Allworth Financial LP | 7,759 | $66.8K | 0.00% | −34−0.4% | Reduced |
| Global Retirement Partners, LLC | 9,022 | $79.4K | 0.00% | +834+10.2% | Added |
| Camden Capital, LLC | 10,031 | $86.4K | 0.01% | +10,031 | New |
| WorthPointe, LLC | 10,062 | $86.6K | 0.04% | +10,062 | New |
| Blue Barn Wealth, LLC | 10,233 | $88.1K | 0.05% | +10,233 | New |
| AXA S.A. | 10,381 | $89.4K | 0.00% | +2,112+25.5% | Added |
| Waldron Private Wealth LLC | 10,591 | $91.2K | 0.00% | +10,591 | New |
| Lido Advisors, LLC | 10,602 | $91.3K | 0.00% | +10,602 | New |
| Atria Wealth Solutions, Inc. | 10,815 | $93.1K | 0.00% | +588+5.7% | Added |
| Sage Mountain Advisors LLC | 10,830 | $93.2K | 0.01% | +522+5.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,100 | $96.0K | 0.00% | −1,342−10.8% | Reduced |
| Principal Street Partners, LLC | 11,193 | $96.4K | 0.02% | +11,193 | New |
| Xponance, Inc. | 11,269 | $97.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,377 | $98.0K | 0.01% | +10,907+2,320.6% | Added |
| Bessemer Group Inc | 11,666 | $100.0K | 0.00% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 11,633 | $100.2K | 0.03% | −2,183−15.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $100.6K | 0.00% | +11,681 | New |
| Hilltop Holdings Inc. | 11,960 | $103.0K | 0.01% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 12,200 | $103.6K | 0.08% | −760−5.9% | Reduced |
| Burns Matteson Capital Management, LLC | 12,210 | $104.8K | 0.07% | 00.0% | Unchanged |
| Sunpointe, LLC | 12,204 | $105.1K | 0.13% | +12,204 | New |
| Huntington National Bank | 12,348 | $106.3K | 0.00% | −635−4.9% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 12,496 | $107.6K | 0.05% | +12,496 | New |
| Veracity Capital LLC | 12,729 | $109.6K | 0.04% | +62+0.5% | Added |
| Simplex Trading, LLC | 12,813 | $110.0K | 0.00% | +3,603+39.1% | Added |
| InterOcean Capital Group, LLC | 12,821 | $110.4K | 0.00% | +106+0.8% | Added |
| Walkner Condon Financial Advisors LLC | 13,144 | $113.2K | 0.03% | +142+1.1% | Added |
| Apollon Wealth Management, LLC | 13,214 | $113.8K | 0.00% | +13,214 | New |
| Seven Mile Advisory | 13,345 | $114.9K | 0.10% | −70−0.5% | Reduced |
| Scientech Research LLC | 13,763 | $118.4K | 0.12% | +13,763 | New |
| Cottonwood Capital Advisors, LLC | 13,894 | $119.6K | 0.10% | +13,894 | New |
| Baker Tilly Wealth Management, LLC | 14,263 | $122.8K | 0.02% | −3,595−20.1% | Reduced |