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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 46,891 | $403.7K | 0.03% | +5,472+13.2% | Added |
| West Family Investments, Inc. | 47,752 | $411.1K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 46,803 | $411.5K | 0.00% | +32,546+228.3% | Added |
| Whittier Trust Co | 49,858 | $429.3K | 0.01% | +48,361+3,230.5% | Added |
| Susquehanna International Group, LLP | 51,010 | $439.2K | 0.00% | −45,914−47.4% | Reduced |
| Blair William & Co | 51,724 | $445.3K | 0.00% | −215−0.4% | Reduced |
| CAPROCK Group, Inc. | 53,245 | $458.4K | 0.03% | +2,979+5.9% | Added |
| Oppenheimer Asset Management Inc. | 53,866 | $463.8K | 0.01% | +8,513+18.8% | Added |
| Hunter Perkins Capital Management, LLC | 56,000 | $482.0K | 0.10% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 57,041 | $491.1K | 0.02% | +57,041 | New |
| Sequoia Financial Advisors, LLC | 57,682 | $496.6K | 0.01% | +10,935+23.4% | Added |
| Evergreen Capital Management LLC | 58,813 | $506.4K | 0.02% | −2,487−4.1% | Reduced |
| Sawtooth Solutions, LLC | 59,497 | $512.3K | 0.01% | +2,253+3.9% | Added |
| Bleakley Financial Group, LLC | 59,497 | $512.3K | 0.02% | +2,253+3.9% | Added |
| Anthracite Investment Company, Inc. | 59,942 | $516.1K | 0.33% | +59,942 | New |
| Dorsey & Whitney Trust CO LLC | 61,920 | $533.1K | 0.04% | +880+1.4% | Added |
| Atlas Capital Advisors LLC | 65,712 | $565.8K | 0.08% | +13,102+24.9% | Added |
| Bank of Montreal | 65,826 | $566.8K | 0.00% | −436−0.7% | Reduced |
| Everpar Advisors LLC | 67,555 | $581.6K | 0.27% | +67,555 | New |
| Eagle Asset Management Inc | 68,171 | $587.0K | 0.00% | −27,051−28.4% | Reduced |
| Harbour Capital Advisors, LLC | 71,560 | $610.4K | 0.17% | +400+0.6% | Added |
| Checchi Capital Advisers, LLC | 70,975 | $611.0K | 0.05% | −2,588−3.5% | Reduced |
| Moors & Cabot, Inc. | 71,937 | $619.4K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 77,702 | $669.0K | 0.06% | +475+0.6% | Added |
| Private Advisor Group, LLC | 78,157 | $672.9K | 0.01% | −5,412−6.5% | Reduced |
| Intrust Bank NA | 79,513 | $684.6K | 0.08% | +10,303+14.9% | Added |
| Cresset Asset Management, LLC | 79,999 | $688.8K | 0.00% | −13,624−14.6% | Reduced |
| Captrust Financial Advisors | 81,573 | $702.3K | 0.00% | +3,432+4.4% | Added |
| DFPG Investments, LLC | 84,109 | $717.4K | 0.06% | +5,783+7.4% | Added |
| LPL Financial LLC | 85,882 | $739.4K | 0.00% | +31,049+56.6% | Added |
| Atom Investors LP | 88,795 | $764.5K | 0.14% | +88,795 | New |
| Ewa, LLC | 82,189 | $778.3K | 0.38% | −3,349−3.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 90,446 | $778.7K | 0.00% | +5,436+6.4% | Added |
| Confluence Investment Management LLC | 91,091 | $784.3K | 0.01% | −4,103−4.3% | Reduced |
| HRT Financial LP | 91,839 | $790.0K | 0.01% | +72,049+364.1% | Added |
| Davenport & Co LLC | 95,109 | $818.9K | 0.01% | −477−0.5% | Reduced |
| Atomi Financial Group, Inc. | 95,456 | $821.9K | 0.11% | +62,869+192.9% | Added |
| Janney Montgomery Scott LLC | 96,237 | $828.0K | 0.00% | +6,001+6.7% | Added |
| Park Avenue Securities LLC | 96,782 | $833.0K | 0.01% | +5,492+6.0% | Added |
| Commonwealth Equity Services, LLC | 96,775 | $833.0K | 0.00% | +29,478+43.8% | Added |
| AdvisorShares Investments LLC | 98,258 | $846.0K | 0.20% | +98,258 | New |
| Telemus Capital, LLC | 98,856 | $851.1K | 0.07% | −8,720−8.1% | Reduced |
| Fifth Third Bancorp | 104,858 | $902.8K | 0.00% | −3,794−3.5% | Reduced |
| Highland Capital Management, LLC | 106,900 | $920.4K | 0.06% | +1,600+1.5% | Added |
| Te Ahumairangi Investment Management Ltd | 110,041 | $947.0K | 0.18% | −110,754−50.2% | Reduced |
| Eqis Capital Management, Inc. | 110,587 | $952.2K | 0.08% | −13,852−11.1% | Reduced |
| 17 Capital Partners, LLC | 111,683 | $961.6K | 0.88% | +111,683 | New |
| Quadrant Capital Group LLC | 112,371 | $967.5K | 0.08% | +5,735+5.4% | Added |
| United Capital Financial Advisers, LLC | 113,447 | $976.8K | 0.01% | +113,447 | New |
| Pacer Advisors, Inc. | 116,364 | $1.00M | 0.00% | −2,172−1.8% | Reduced |
| Cetera Advisor Networks LLC | 118,287 | $1.02M | 0.01% | +12,831+12.2% | Added |
| Axq Capital, LP | 123,700 | $1.07M | 0.28% | +123,700 | New |
| Vident Advisory, LLC | 124,973 | $1.08M | 0.03% | +22,507+22.0% | Added |
| Tiger Pacific Capital LP | 126,161 | $1.09M | 0.23% | +126,161 | New |
| Bailard, Inc. | 127,693 | $1.10M | 0.03% | −1,546−1.2% | Reduced |
| Ritholtz Wealth Management | 129,014 | $1.11M | 0.04% | +12,702+10.9% | Added |
| MML Investors Services, LLC | 132,935 | $1.15M | 0.01% | +13,892+11.7% | Added |
| Cubist Systematic Strategies, LLC | 135,372 | $1.17M | 0.01% | +135,372 | New |
| D. E. Shaw & Co., Inc. | 137,041 | $1.18M | 0.00% | +137,041 | New |
| Schonfeld Strategic Advisors LLC | 138,200 | $1.19M | 0.01% | +138,200 | New |
| Schechter Investment Advisors, LLC | 138,957 | $1.20M | 0.10% | −14,218−9.3% | Reduced |
| Victory Capital Management Inc | 139,404 | $1.20M | 0.00% | −16,259−10.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 144,989 | $1.25M | 0.12% | +99,397+218.0% | Added |
| Calamos Wealth Management LLC | 145,763 | $1.26M | 0.08% | +6,505+4.7% | Added |
| TownSquare Capital, LLC | 147,468 | $1.27M | 0.02% | −38,920−20.9% | Reduced |
| Greenleaf Trust | 147,476 | $1.27M | 0.01% | −1,190−0.8% | Reduced |
| Aquatic Capital Management LLC | 151,400 | $1.30M | 0.03% | +122,200+418.5% | Added |
| Quantbot Technologies LP | 154,807 | $1.33M | 0.08% | +154,807 | New |
| BNP Paribas Arbitrage, SA | 155,939 | $1.34M | 0.00% | +50,758+48.3% | Added |
| Qtron Investments LLC | 158,078 | $1.36M | 0.22% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 160,306 | $1.38M | 0.00% | +14,285+9.8% | Added |
| Advisor Group Holdings, Inc. | 161,717 | $1.39M | 0.00% | −114,720−41.5% | Reduced |
| Wetherby Asset Management Inc | 168,401 | $1.45M | 0.08% | +2,633+1.6% | Added |
| Citadel Advisors LLC | 180,231 | $1.55M | 0.00% | −638,048−78.0% | Reduced |
| Lockheed Martin Investment Management Co | 194,160 | $1.67M | 0.12% | +194,160 | New |
| Georgetown University | 197,539 | $1.70M | 0.58% | +2,474+1.3% | Added |
| Alaethes Wealth LLC | 197,640 | $1.70M | 0.81% | +6,191+3.2% | Added |
| Altman Advisors, Inc. | 199,628 | $1.72M | 0.90% | +1,705+0.9% | Added |
| Ethic Inc. | 205,867 | $1.77M | 0.05% | +3,392+1.7% | Added |
| Pekin Hardy Strauss, Inc. | 206,900 | $1.78M | 0.27% | +3,000+1.5% | Added |
| Hantz Financial Services, Inc. | 209,169 | $1.80M | 0.04% | −11,155−5.1% | Reduced |
| Rhumbline Advisers | 218,963 | $1.89M | 0.00% | +591+0.3% | Added |
| Yousif Capital Management, LLC | 223,760 | $1.93M | 0.02% | +14,470+6.9% | Added |
| Mariner, LLC | 225,450 | $1.94M | 0.00% | −1,476−0.7% | Reduced |
| Signaturefd, LLC | 226,755 | $1.95M | 0.05% | +15,045+7.1% | Added |
| Naviter Wealth, LLC | 231,179 | $1.99M | 0.40% | +41,866+22.1% | Added |
| Augustine Asset Management Inc | 236,727 | $2.04M | 0.90% | +178,998+310.1% | Added |
| Synovus Financial Corp | 236,960 | $2.04M | 0.03% | +1,582+0.7% | Added |
| Ameriprise Financial Inc | 240,914 | $2.07M | 0.00% | +20,914+9.5% | Added |
| JustInvest LLC | 241,909 | $2.08M | 0.05% | −3,880−1.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 245,500 | $2.11M | 0.69% | +28,389+13.1% | Added |
| Deutsche Bank AG | 249,836 | $2.15M | 0.00% | +245,244+5,340.7% | Added |
| JPMorgan Chase & Co | 251,622 | $2.17M | 0.00% | +169,289+205.6% | Added |
| Mercer Global Advisors Inc | 260,348 | $2.24M | 0.01% | +15,524+6.3% | Added |
| Atria Investments LLC | 261,480 | $2.25M | 0.03% | +11,146+4.5% | Added |
| US Bancorp | 271,062 | $2.33M | 0.00% | +27,745+11.4% | Added |
| Integrated Wealth Concepts LLC | 275,582 | $2.37M | 0.04% | +5,663+2.1% | Added |
| Cerity Partners LLC | 276,483 | $2.38M | 0.01% | +49,217+21.7% | Added |
| Capital Fund Management S.A. | 287,030 | $2.47M | 0.03% | +126,282+78.6% | Added |
| Brinker Capital Investments, LLC | 291,697 | $2.59M | 0.03% | −10,968−3.6% | Reduced |