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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 14,432 | $124.3K | 0.00% | −59,079−80.4% | Reduced |
| FDx Advisors, Inc. | 14,717 | $127.0K | 0.01% | +3,574+32.1% | Added |
| Beacon Pointe Advisors, LLC | 14,926 | $128.5K | 0.00% | +3,276+28.1% | Added |
| Fidelis Capital Partners, LLC | 15,051 | $129.6K | 0.03% | +4,841+47.4% | Added |
| Coldstream Capital Management Inc | 15,093 | $130.0K | 0.00% | +15,093 | New |
| Allspring Global Investments Holdings, LLC | 15,095 | $130.0K | 0.00% | +4,224+38.9% | Added |
| Mission Wealth Management, LP | 15,116 | $130.1K | 0.00% | +3,015+24.9% | Added |
| Vanguard Capital Wealth Advisors | 15,500 | $133.5K | 0.11% | +15,500 | New |
| Smartleaf Asset Management LLC | 15,695 | $134.6K | 0.04% | +15,695 | New |
| Aprio Wealth Management, LLC | 15,804 | $136.1K | 0.03% | +2,954+23.0% | Added |
| Flputnam Investment Management Co | 15,865 | $136.6K | 0.00% | −3,213−16.8% | Reduced |
| Legacy Financial Advisors, Inc. | 16,024 | $138.0K | 0.03% | −107−0.7% | Reduced |
| Ieq Capital, LLC | 16,230 | $139.7K | 0.00% | +2,776+20.6% | Added |
| Manchester Capital Management LLC | 16,442 | $141.6K | 0.02% | +2,912+21.5% | Added |
| Moreno Evelyn V | 17,035 | $146.7K | 0.07% | +17,035 | New |
| Abel Hall, LLC | 17,394 | $149.8K | 0.13% | +17,394 | New |
| Wedmont Private Capital | 16,892 | $150.2K | 0.01% | +4,460+35.9% | Added |
| Trust Point Inc. | 18,515 | $159.4K | 0.01% | +18,515 | New |
| Seeds Investor LLC | 19,030 | $163.8K | 0.19% | +19,030 | New |
| Tower Research Capital LLC (TRC) | 19,674 | $169.4K | 0.00% | +17,737+915.7% | Added |
| Resonant Capital Advisors, LLC | 19,677 | $169.4K | 0.02% | −2,380−10.8% | Reduced |
| We Are One Seven, LLC | 20,099 | $173.1K | 0.01% | +2,163+12.1% | Added |
| Pinnacle Associates Ltd | 20,240 | $174.3K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 20,289 | $174.7K | 0.14% | −4,351−17.7% | Reduced |
| GAMMA Investing LLC | 18,700 | $174.8K | 0.05% | +18,700 | New |
| HighPoint Advisor Group LLC | 16,687 | $175.0K | 0.01% | +16,687 | New |
| FFT Wealth Management LLC | 20,946 | $180.3K | 0.02% | +1,195+6.1% | Added |
| Linden Thomas Advisory Services, LLC | 21,018 | $181.0K | 0.03% | +9,154+77.2% | Added |
| Cetera Investment Advisers | 21,104 | $181.7K | 0.00% | −844−3.8% | Reduced |
| Callan Capital, LLC | 22,695 | $195.4K | 0.02% | +22,695 | New |
| Raymond James Financial Services Advisors, Inc. | 23,114 | $199.0K | 0.00% | +5,882+34.1% | Added |
| Russell Investments Group, Ltd. | 23,179 | $199.6K | 0.00% | +3,753+19.3% | Added |
| XTX Topco Ltd | 23,776 | $204.7K | 0.04% | +23,776 | New |
| PDS Planning, Inc | 24,382 | $209.9K | 0.02% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 24,397 | $210.1K | 0.72% | +24,397 | New |
| Rockefeller Capital Management L.P. | 24,767 | $213.3K | 0.00% | +24,767 | New |
| Five Oceans Advisors | 24,846 | $213.9K | 0.12% | +8,588+52.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 25,000 | $215.0K | 0.10% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 25,200 | $217.0K | 0.03% | 00.0% | Unchanged |
| Windward Capital Management Co | 25,536 | $220.0K | 0.02% | −77−0.3% | Reduced |
| TD Asset Management Inc | 25,621 | $220.6K | 0.00% | +11,241+78.2% | Added |
| 180 Wealth Advisors, LLC | 26,237 | $224.3K | 0.04% | −2,622−9.1% | Reduced |
| New York State Common Retirement Fund | 26,123 | $224.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 27,050 | $229.0K | 0.00% | +7,078+35.4% | Added |
| Keel Point, LLC | 26,657 | $229.5K | 0.03% | +1,299+5.1% | Added |
| Old National Bancorp | 26,725 | $230.1K | 0.01% | +6,425+31.7% | Added |
| Cozad Asset Management Inc | 27,272 | $234.8K | 0.03% | +7,522+38.1% | Added |
| Lake Street Advisors Group, LLC | 27,518 | $236.9K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 27,702 | $238.5K | 0.05% | +94+0.3% | Added |
| Calton & Associates, Inc. | 28,125 | $242.2K | 0.10% | +28,125 | New |
| Optas, LLC | 28,182 | $242.6K | 0.07% | +316+1.1% | Added |
| Kestra Advisory Services, LLC | 28,352 | $244.1K | 0.00% | +3,968+16.3% | Added |
| Prime Capital Investment Advisors, LLC | 28,657 | $246.7K | 0.00% | +28,657 | New |
| Sapient Capital LLC | 28,893 | $248.8K | 0.01% | +28,893 | New |
| Lindbrook Capital, LLC | 29,125 | $250.8K | 0.03% | +3,172+12.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,129 | $251.0K | 0.01% | +29,129 | New |
| Northwestern Mutual Wealth Management Co | 29,421 | $253.3K | 0.00% | +386+1.3% | Added |
| Commerce Bank | 29,580 | $254.7K | 0.00% | −1,302−4.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 30,044 | $258.7K | 0.07% | −1,052−3.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 30,769 | $264.9K | 0.02% | −7,880−20.4% | Reduced |
| AE Wealth Management LLC | 28,782 | $265.1K | 0.00% | −5,887−17.0% | Reduced |
| NBC Securities, Inc. | 31,106 | $267.0K | 0.03% | −640−2.0% | Reduced |
| Portside Wealth Group, LLC | 31,282 | $269.3K | 0.05% | −2,621−7.7% | Reduced |
| Stratos Wealth Partners, LTD. | 31,285 | $269.4K | 0.01% | +16,873+117.1% | Added |
| Henshaw Capital LLC | 31,693 | $272.9K | 0.01% | −7,806−19.8% | Reduced |
| Parallel Advisors, LLC | 32,037 | $275.8K | 0.01% | −3,915−10.9% | Reduced |
| Wrapmanager Inc | 32,305 | $278.1K | 0.08% | −511−1.6% | Reduced |
| Cetera Trust Company, N.A | 33,595 | $289.3K | 0.18% | +33,595 | New |
| Procyon Private Wealth Partners, LLC | 33,939 | $292.2K | 0.02% | +5,356+18.7% | Added |
| Assetmark, Inc | 34,479 | $296.9K | 0.00% | +34,479 | New |
| Aaron Wealth Advisors | 34,802 | $299.6K | 0.05% | +2,260+6.9% | Added |
| Valeo Financial Advisors, LLC | 34,890 | $300.4K | 0.01% | +386+1.1% | Added |
| Traveka Wealth, LLC | 35,205 | $303.1K | 0.15% | +35,205 | New |
| State Street Corp | 35,530 | $305.9K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 35,647 | $306.9K | 0.17% | −4,385−11.0% | Reduced |
| Boston Private Wealth LLC | 35,702 | $307.4K | 0.01% | +2,233+6.7% | Added |
| Flow Traders U.S. LLC | 36,001 | $310.0K | 0.01% | −184,878−83.7% | Reduced |
| Angeles Investment Advisors, LLC | 36,072 | $310.6K | 0.02% | +1,272+3.7% | Added |
| Financial Counselors Inc | 36,221 | $311.9K | 0.01% | +819+2.3% | Added |
| Neuberger Berman Group LLC | 39,552 | $340.5K | 0.00% | +22,466+131.5% | Added |
| Hancock Whitney Corp | 39,994 | $344.3K | 0.01% | +16,029+66.9% | Added |
| Sage Rhino Capital LLC | 40,408 | $347.9K | 0.09% | −109−0.3% | Reduced |
| Advisors Asset Management, Inc. | 42,705 | $367.7K | 0.01% | +1,854+4.5% | Added |
| Seven Eight Capital, LP | 42,876 | $369.2K | 0.04% | +42,876 | New |
| Ballentine Partners, LLC | 43,383 | $373.5K | 0.01% | +15,589+56.1% | Added |
| Prudential Financial Inc | 44,232 | $380.8K | 0.00% | +2,711+6.5% | Added |
| Glenmede Trust Co NA | 44,340 | $381.8K | 0.00% | +28,442+178.9% | Added |
| Vise Technologies, Inc. | 44,396 | $382.2K | 0.08% | −2,129−4.6% | Reduced |
| Raymond James Trust N.A. | 44,449 | $382.7K | 0.01% | +190+0.4% | Added |
| Successful Portfolios LLC | 44,470 | $382.9K | 0.29% | +44,470 | New |
| apricus wealth, LLC | 44,475 | $382.9K | 0.29% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 44,548 | $383.6K | 0.05% | +44,548 | New |
| RNC Capital Management LLC | 44,665 | $384.6K | 0.02% | −500−1.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 44,845 | $386.1K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 45,070 | $388.1K | 0.00% | +5,070+12.7% | Added |
| Louisbourg Investments Inc. | 45,310 | $390.1K | 0.12% | +45,310 | New |
| Point72 Asset Management, L.P. | 45,600 | $392.6K | 0.00% | +45,600 | New |
| Personal Cfo Solutions, LLC | 45,982 | $395.9K | 0.07% | −404−0.9% | Reduced |
| Franklin Resources Inc | 46,059 | $396.6K | 0.00% | +1,322+3.0% | Added |
| Engineers Gate Manager LP | 46,442 | $399.9K | 0.01% | +46,442 | New |