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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 3,541 | $30.5K | 0.00% | +3,541 | New |
| JFS Wealth Advisors, LLC | 3,349 | $28.8K | 0.00% | +390+13.2% | Added |
| Parkside Financial Bank & Trust | 3,204 | $27.6K | 0.01% | +897+38.9% | Added |
| Boyd Watterson Asset Management LLC | 2,838 | $24.4K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,809 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,782 | $24.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,054 | $17.7K | 0.00% | +2,054 | New |
| HHM Wealth Advisors, LLC | 1,995 | $17.2K | 0.00% | 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 |
| Pin Oak Investment Advisors Inc | 1,821 | $16.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,801 | $15.5K | 0.00% | −448−19.9% | Reduced |
| RFP Financial Group LLC | 1,800 | $15.5K | 0.01% | +1,800 | New |
| FinTrust Capital Advisors, LLC | 1,774 | $15.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,420 | $12.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,300 | $11.2K | 0.00% | +1,300 | New |
| Federation des caisses Desjardins du Quebec | 1,000 | $8.61K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 910 | $7.83K | 0.00% | +306+50.7% | Added |
| Pinnacle Bancorp, Inc. | 857 | $7.38K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 749 | $6.45K | 0.00% | +749 | New |
| AdvisorNet Financial, Inc | 738 | $6.35K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 717 | $6.17K | 0.01% | +717 | New |
| Carolinas Wealth Consulting LLC | 662 | $5.70K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 650 | $5.60K | 0.00% | +314+93.5% | Added |
| Bruce G. Allen Investments, LLC | 611 | $5.26K | 0.00% | +611 | New |
| Eagle Bay Advisors LLC | 584 | $5.03K | 0.00% | −7,850−93.1% | Reduced |
| CWM, LLC | 623 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 560 | $4.82K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 535 | $4.61K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 514 | $4.43K | 0.00% | +339+193.7% | Added |
| First Horizon Advisors, Inc. | 490 | $4.22K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 478 | $4.12K | 0.00% | −1,759−78.6% | Reduced |
| Bell Investment Advisors, Inc | 471 | $4.06K | 0.00% | −143−23.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 448 | $3.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 441 | $3.80K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 411 | $3.54K | 0.00% | −350−46.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 390 | $3.36K | 0.00% | −10−2.5% | Reduced |
| Bourgeon Capital Management LLC | 385 | $3.31K | 0.00% | +162+72.6% | Added |
| Gradient Investments LLC | 372 | $3.20K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 372 | $3.20K | 0.00% | +372 | New |
| Brown Brothers Harriman & Co | 368 | $3.17K | 0.00% | +368 | New |
| Sofos Investments, Inc. | 362 | $3.12K | 0.00% | +170+88.5% | Added |
| Hazlett, Burt & Watson, Inc. | 397 | $3.00K | 0.00% | +5+1.3% | Added |
| Sunbelt Securities, Inc. | 343 | $2.95K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 327 | $2.81K | 0.00% | +1+0.3% | Added |
| Credential Qtrade Securities Inc. | 310 | $2.67K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 302 | $2.60K | 0.00% | +302 | New |
| JJJ Advisors Inc. | 244 | $2.10K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 218 | $1.88K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 210 | $1.81K | 0.00% | −10,151−98.0% | Reduced |
| Motco | 192 | $1.65K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 185 | $1.59K | 0.00% | −12,682−98.6% | Reduced |
| LM Advisors LLC | 170 | $1.46K | 0.00% | +170 | New |
| ClariVest Asset Management LLC | 150 | $1.29K | 0.00% | +150 | New |
| CVA Family Office, LLC | 147 | $1.27K | 0.00% | +147 | New |
| Johnson Financial Group, Inc. | 139 | $1.20K | 0.00% | +139 | New |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $1.05K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $939 | 0.00% | +109 | New |
| Frazier Financial Advisors, LLC | 87 | $750 | 0.00% | +87 | New |
| 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 |