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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 291,697 | $2.59M | 0.03% | −10,968−3.6% | Reduced |
| Pathstone Holdings, LLC | 327,040 | $2.81M | 0.02% | +327,040 | New |
| The PNC Financial Services Group, Inc. | 329,954 | $2.84M | 0.00% | +40,441+14.0% | Added |
| Forum Financial Management, LP | 331,716 | $2.86M | 0.05% | +32,700+10.9% | Added |
| Tudor Investment Corp Et Al | 340,545 | $2.93M | 0.04% | +181,396+114.0% | Added |
| Charles Schwab Investment Management Inc | 356,192 | $3.07M | 0.00% | +85,751+31.7% | Added |
| Penserra Capital Management LLC | 361,515 | $3.11M | 0.06% | +161,857+81.1% | Added |
| Capital Wealth Planning, LLC | 361,515 | $3.11M | 0.04% | +161,857+81.1% | Added |
| Dorsey Wright & Associates | 389,837 | $3.36M | 1.02% | −31,091−7.4% | Reduced |
| Truist Financial Corp | 397,376 | $3.42M | 0.01% | −5,347−1.3% | Reduced |
| Boston Common Asset Management, LLC | 402,579 | $3.47M | 0.08% | +389,742+3,036.1% | Added |
| HighTower Advisors, LLC | 403,938 | $3.48M | 0.01% | +38,316+10.5% | Added |
| Tocqueville Asset Management L.P. | 409,720 | $3.53M | 0.06% | 00.0% | Unchanged |
| Creative Planning | 417,947 | $3.60M | 0.01% | +70,043+20.1% | Added |
| Veriti Management LLC | 428,450 | $3.69M | 0.33% | +63,394+17.4% | Added |
| Renaissance Technologies LLC | 436,600 | $3.76M | 0.01% | −311,400−41.6% | Reduced |
| Thornburg Investment Management Inc | 441,417 | $3.83M | 0.06% | +222,985+102.1% | Added |
| Guardian Capital Advisors LP | 451,401 | $4.01M | 0.42% | −71,535−13.7% | Reduced |
| Federated Hermes, Inc. | 466,601 | $4.02M | 0.01% | +460,848+8,010.6% | Added |
| Quantinno Capital Management LP | 469,048 | $4.04M | 0.14% | +223,835+91.3% | Added |
| Bank of New York Mellon Corp | 489,779 | $4.22M | 0.00% | −14,501−2.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 537,248 | $4.63M | 0.06% | +40,473+8.1% | Added |
| M&T Bank Corp | 564,459 | $4.86M | 0.02% | −11,541−2.0% | Reduced |
| Moran Wealth Management, LLC | 588,818 | $5.07M | 0.18% | +588,818 | New |
| QRG Capital Management, Inc. | 595,558 | $5.13M | 0.08% | +60,227+11.3% | Added |
| Price T Rowe Associates Inc | 621,586 | $5.35M | 0.00% | +46,928+8.2% | Added |
| Citigroup Inc | 640,334 | $5.51M | 0.01% | +12,816+2.0% | Added |
| Crossmark Global Holdings, Inc. | 740,247 | $6.37M | 0.13% | +15,202+2.1% | Added |
| UBS Group AG | 745,772 | $6.42M | 0.00% | −168,392−18.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 805,670 | $6.94M | 0.02% | +805,670 | New |
| Bamco Inc | 824,897 | $7.10M | 0.02% | −139,335−14.5% | Reduced |
| Abn Amro Investment Solutions | 876,300 | $7.54M | 0.13% | −93,900−9.7% | Reduced |
| CIBC World Markets Inc. | 883,578 | $7.61M | 0.02% | +58,119+7.0% | Added |
| Clearbridge Investments, LLC | 905,764 | $7.80M | 0.01% | −2,610−0.3% | Reduced |
| Massachusetts Financial Services Co | 966,637 | $8.32M | 0.00% | +43,152+4.7% | Added |
| Herr Investment Group LLC | 1,017,464 | $8.76M | 2.35% | −163,886−13.9% | Reduced |
| Qube Research & Technologies Ltd | 1,020,214 | $8.78M | 0.02% | +299,999+41.7% | Added |
| Millennium Management LLC | 1,183,499 | $10.2M | 0.01% | +462,920+64.2% | Added |
| American Century Companies Inc | 1,469,608 | $12.7M | 0.01% | +142,263+10.7% | Added |
| Wells Fargo & Company | 1,731,206 | $14.9M | 0.00% | +108,026+6.7% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 1,877,079 | $16.2M | 4.00% | +135,575+7.8% | Added |
| Teachers Retirement System of the State of Kentucky | 1,937,140 | $16.7M | 0.16% | −55,000−2.8% | Reduced |
| Stifel Financial Corp | 2,012,848 | $17.3M | 0.02% | +82,732+4.3% | Added |
| Invesco Ltd. | 2,123,867 | $18.3M | 0.00% | −635,179−23.0% | Reduced |
| Brandes Investment Partners, LP | 2,410,931 | $20.8M | 0.32% | +722,644+42.8% | Added |
| Raymond James & Associates | 2,508,823 | $21.6M | 0.02% | −15,117−0.6% | Reduced |
| SEI Investments Co | 2,966,248 | $25.5M | 0.04% | +236,360+8.7% | Added |
| Todd Asset Management LLC | 3,670,909 | $31.6M | 0.70% | −78,599−2.1% | Reduced |
| Envestnet Asset Management Inc | 3,856,228 | $33.2M | 0.01% | +191,953+5.2% | Added |
| Royal Bank of Canada | 4,224,943 | $36.4M | 0.01% | +413,540+10.9% | Added |
| FMR LLC | 4,687,800 | $40.4M | 0.00% | +210,174+4.7% | Added |
| Dimensional Fund Advisors LP | 5,873,087 | $50.6M | 0.01% | +53,757+0.9% | Added |
| Northern Trust Corp | 6,563,627 | $56.5M | 0.01% | +40,417+0.6% | Added |
| BlackRock Inc. | 6,587,172 | $56.7M | 0.00% | +359,901+5.8% | Added |
| Fisher Asset Management, LLC | 6,730,968 | $58.0M | 0.03% | +6,730,968 | New |
| Morgan Stanley | 7,645,933 | $65.8M | 0.01% | −94,497−1.2% | Reduced |
| Goldman Sachs Group Inc | 11,508,806 | $99.1M | 0.02% | +115,364+1.0% | Added |
| Natixis Advisors, L.P. | 11,787,853 | $101.5M | 0.27% | +727,837+6.6% | Added |
| Bank of America Corp | 17,972,018 | $154.7M | 0.02% | −1,329,063−6.9% | Reduced |
| Aristotle Capital Management, LLC | 66,737,492 | $574.6M | 1.12% | −3,688,913−5.2% | Reduced |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −2,346,931−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −1,119,488−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −426,029−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −414,467−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −379,586−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −110,834−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −87,977−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −80,345−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −34,854−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −33,137−100.0% | Sold out |
| AlphaQ Advisors LLC | 0 | $0 | 0.00% | −24,510−100.0% | Sold out |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −18,628−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −15,726−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −15,360−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −15,120−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −14,861−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −13,444−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,450−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −12,867−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −12,318−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −11,935−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −11,463−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −11,281−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −11,242−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −11,242−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −10,717−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −10,712−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −10,231−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −10,187−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |