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, Q1 2024
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Mar 31, 2024. 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
- 380
- +25 vs. Q4 2023
- Shares held
- 225.5M
- +10.1M (+4.7%) vs. Q4 2023
- Total value
- $2.31B
- +$451.3M (+24.3%) vs. Q4 2023
- New holders
- 57
- 155 more added
- Sold out
- 32
- 112 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 64,707,607 | $662.0M | 1.23% | −2,029,885−3.0% | Reduced |
| Bank of America Corp | 19,474,692 | $199.2M | 0.02% | +1,502,674+8.4% | Added |
| Goldman Sachs Group Inc | 13,003,645 | $133.0M | 0.03% | +1,494,839+13.0% | Added |
| Natixis Advisors, L.P. | 11,680,872 | $119.5M | 0.27% | −106,981−0.9% | Reduced |
| Morgan Stanley | 7,591,456 | $77.7M | 0.01% | −54,477−0.7% | Reduced |
| Fisher Asset Management, LLC | 6,815,132 | $69.7M | 0.03% | +84,164+1.3% | Added |
| Northern Trust Corp | 6,783,763 | $69.4M | 0.01% | +220,136+3.4% | Added |
| BlackRock Inc. | 6,710,234 | $68.6M | 0.00% | +123,062+1.9% | Added |
| Dimensional Fund Advisors LP | 5,887,133 | $60.2M | 0.02% | +14,046+0.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,661,392 | $57.9M | 0.19% | +4,855,722+602.7% | Added |
| FMR LLC | 4,793,025 | $49.0M | 0.00% | +105,225+2.2% | Added |
| Envestnet Asset Management Inc | 4,304,737 | $44.0M | 0.02% | +448,509+11.6% | Added |
| Royal Bank of Canada | 4,232,664 | $43.3M | 0.01% | +7,721+0.2% | Added |
| Todd Asset Management LLC | 4,045,489 | $41.4M | 0.85% | +374,580+10.2% | Added |
| SEI Investments Co | 3,054,328 | $31.2M | 0.05% | +88,080+3.0% | Added |
| Raymond James & Associates | 2,421,565 | $24.8M | 0.02% | −87,258−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,342,140 | $24.0M | 0.21% | +405,000+20.9% | Added |
| Stifel Financial Corp | 1,981,908 | $20.3M | 0.02% | −30,940−1.5% | Reduced |
| Wells Fargo & Company | 1,879,919 | $19.2M | 0.01% | +148,713+8.6% | Added |
| Brandes Investment Partners, LP | 1,840,728 | $18.8M | 0.24% | −570,203−23.7% | Reduced |
| Groupama Asset Managment | 1,847,029 | $18.7M | 0.34% | +1,847,029 | New |
| Philadelphia Financial Management of San Francisco, LLC | 1,716,193 | $17.6M | 3.67% | −160,886−8.6% | Reduced |
| American Century Companies Inc | 1,569,665 | $16.1M | 0.01% | +100,057+6.8% | Added |
| Invesco Ltd. | 1,563,219 | $16.0M | 0.00% | −560,648−26.4% | Reduced |
| Herr Investment Group LLC | 1,410,464 | $14.4M | 4.48% | +393,000+38.6% | Added |
| Citadel Advisors LLC | 1,015,005 | $10.4M | 0.01% | +834,774+463.2% | Added |
| Massachusetts Financial Services Co | 940,949 | $9.63M | 0.00% | −25,688−2.7% | Reduced |
| Qube Research & Technologies Ltd | 895,654 | $9.16M | 0.02% | −124,560−12.2% | Reduced |
| Clearbridge Investments, LLC | 891,827 | $9.12M | 0.01% | −13,937−1.5% | Reduced |
| Edge Capital Group, LLC | 840,656 | $8.60M | 0.43% | +840,656 | New |
| Federated Hermes, Inc. | 828,757 | $8.48M | 0.02% | +362,156+77.6% | Added |
| Cerity Partners LLC | 812,583 | $8.31M | 0.02% | +536,100+193.9% | Added |
| Abn Amro Investment Solutions | 768,400 | $7.86M | 0.14% | −107,900−12.3% | Reduced |
| CIBC World Markets Inc. | 734,137 | $7.51M | 0.02% | −149,441−16.9% | Reduced |
| Crossmark Global Holdings, Inc. | 715,757 | $7.32M | 0.14% | −24,490−3.3% | Reduced |
| Citigroup Inc | 667,599 | $6.83M | 0.01% | +27,265+4.3% | Added |
| O'Shaughnessy Asset Management, LLC | 662,715 | $6.78M | 0.08% | +125,467+23.4% | Added |
| UBS Group AG | 661,215 | $6.76M | 0.00% | −84,557−11.3% | Reduced |
| QRG Capital Management, Inc. | 657,724 | $6.73M | 0.09% | +62,166+10.4% | Added |
| Price T Rowe Associates Inc | 642,863 | $6.58M | 0.00% | +21,277+3.4% | Added |
| M&T Bank Corp | 547,143 | $5.60M | 0.02% | −17,316−3.1% | Reduced |
| Quantinno Capital Management LP | 509,297 | $5.21M | 0.11% | +40,249+8.6% | Added |
| Creative Planning | 505,896 | $5.18M | 0.01% | +87,949+21.0% | Added |
| Bank of New York Mellon Corp | 495,492 | $5.07M | 0.00% | +5,713+1.2% | Added |
| Charles Schwab Investment Management Inc | 489,764 | $5.01M | 0.00% | +133,572+37.5% | Added |
| Bamco Inc | 460,144 | $4.71M | 0.01% | −364,753−44.2% | Reduced |
| Capital Wealth Planning, LLC | 454,363 | $4.65M | 0.05% | +92,848+25.7% | Added |
| Penserra Capital Management LLC | 454,363 | $4.65M | 0.06% | +92,848+25.7% | Added |
| Neuberger Berman Group LLC | 447,081 | $4.58M | 0.00% | +407,529+1,030.4% | Added |
| Thornburg Investment Management Inc | 435,141 | $4.45M | 0.06% | −6,276−1.4% | Reduced |
| Pathstone Holdings, LLC | 424,758 | $4.35M | 0.02% | +97,718+29.9% | Added |
| HighTower Advisors, LLC | 416,929 | $4.28M | 0.01% | +12,991+3.2% | Added |
| Veriti Management LLC | 413,772 | $4.23M | 0.31% | −14,678−3.4% | Reduced |
| Tocqueville Asset Management L.P. | 409,720 | $4.19M | 0.07% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 403,756 | $4.13M | 0.10% | +1,177+0.3% | Added |
| Truist Financial Corp | 396,546 | $4.06M | 0.01% | −830−0.2% | Reduced |
| Guardian Capital Advisors LP | 418,536 | $4.05M | 0.44% | −32,865−7.3% | Reduced |
| Dorsey Wright & Associates | 365,916 | $3.74M | 0.98% | −23,921−6.1% | Reduced |
| Foresight Global Investors, Inc. | 363,900 | $3.72M | 1.83% | +363,900 | New |
| Moran Wealth Management, LLC | 360,638 | $3.69M | 0.12% | −228,180−38.8% | Reduced |
| The PNC Financial Services Group, Inc. | 353,765 | $3.62M | 0.00% | +23,811+7.2% | Added |
| Eagle Global Advisors LLC | 350,480 | $3.59M | 0.20% | +350,480 | New |
| Capital Fund Management S.A. | 340,014 | $3.48M | 0.04% | +52,984+18.5% | Added |
| Forum Financial Management, LP | 338,439 | $3.46M | 0.06% | +6,723+2.0% | Added |
| JustInvest LLC | 297,379 | $3.04M | 0.07% | +55,470+22.9% | Added |
| Mercer Global Advisors Inc | 285,625 | $2.92M | 0.01% | +25,277+9.7% | Added |
| Brinker Capital Investments, LLC | 282,277 | $2.89M | 0.03% | −9,420−3.2% | Reduced |
| Orion Portfolio Solutions, LLC | 282,277 | $2.89M | 0.03% | −9,420−3.2% | Reduced |
| Naviter Wealth, LLC | 262,208 | $2.68M | 0.44% | +31,029+13.4% | Added |
| Atria Investments LLC | 259,898 | $2.65M | 0.04% | −1,582−0.6% | Reduced |
| US Bancorp | 251,857 | $2.58M | 0.00% | −19,205−7.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 244,160 | $2.50M | 0.70% | −1,340−0.5% | Reduced |
| Signaturefd, LLC | 243,862 | $2.49M | 0.05% | +17,107+7.5% | Added |
| Synovus Financial Corp | 240,657 | $2.46M | 0.03% | +3,697+1.6% | Added |
| Ameriprise Financial Inc | 236,879 | $2.42M | 0.00% | −4,035−1.7% | Reduced |
| Mariner, LLC | 232,679 | $2.38M | 0.00% | +7,229+3.2% | Added |
| Augustine Asset Management Inc | 228,904 | $2.34M | 0.98% | −7,823−3.3% | Reduced |
| Rhumbline Advisers | 226,241 | $2.31M | 0.00% | +7,278+3.3% | Added |
| Yousif Capital Management, LLC | 213,260 | $2.18M | 0.02% | −10,500−4.7% | Reduced |
| Ethic Inc. | 207,686 | $2.12M | 0.05% | +1,819+0.9% | Added |
| Pekin Hardy Strauss, Inc. | 202,900 | $2.08M | 0.28% | −4,000−1.9% | Reduced |
| Alaethes Wealth LLC | 200,188 | $2.05M | 0.89% | +2,548+1.3% | Added |
| Altman Advisors, Inc. | 204,841 | $2.04M | 1.00% | +5,213+2.6% | Added |
| JPMorgan Chase & Co | 199,339 | $2.04M | 0.00% | −52,283−20.8% | Reduced |
| BNP Paribas Arbitrage, SA | 185,829 | $1.90M | 0.00% | +29,890+19.2% | Added |
| Hantz Financial Services, Inc. | 178,473 | $1.83M | 0.04% | −30,696−14.7% | Reduced |
| Lockheed Martin Investment Management Co | 171,930 | $1.76M | 0.13% | −22,230−11.4% | Reduced |
| Wetherby Asset Management Inc | 170,012 | $1.74M | 0.08% | +1,611+1.0% | Added |
| Renaissance Technologies LLC | 168,000 | $1.72M | 0.00% | −268,600−61.5% | Reduced |
| PEAK6 Investments LLC | 164,145 | $1.68M | 0.08% | +107,104+187.8% | Added |
| Qtron Investments LLC | 158,078 | $1.62M | 0.23% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 151,964 | $1.55M | 0.02% | +4,496+3.0% | Added |
| CI Private Wealth, LLC | 148,638 | $1.52M | 0.00% | −11,668−7.3% | Reduced |
| Greenleaf Trust | 148,247 | $1.52M | 0.01% | +771+0.5% | Added |
| Ritholtz Wealth Management | 139,795 | $1.43M | 0.05% | +10,781+8.4% | Added |
| MML Investors Services, LLC | 138,659 | $1.42M | 0.01% | +5,724+4.3% | Added |
| Vident Advisory, LLC | 137,951 | $1.41M | 0.03% | +12,978+10.4% | Added |
| Tudor Investment Corp Et Al | 136,776 | $1.40M | 0.02% | −203,769−59.8% | Reduced |
| Bailard, Inc. | 130,986 | $1.34M | 0.04% | +3,293+2.6% | Added |
| Cetera Investment Advisers | 129,368 | $1.32M | 0.00% | +108,264+513.0% | Added |