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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 54 | $552 | 0.00% | +54 | New |
| CoreCap Advisors, LLC | 67 | $682 | 0.00% | +67 | New |
| Financial Management Professionals, Inc. | 103 | $1.00K | 0.00% | +103 | New |
| Beaird Harris Wealth Management, LLC | 109 | $1.12K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $1.25K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 139 | $1.42K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 150 | $1.54K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 166 | $1.70K | 0.00% | +166 | New |
| Arlington Trust Co LLC | 185 | $1.89K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 186 | $1.93K | 0.00% | +186 | New |
| Motco | 192 | $1.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 169 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 222 | $2.27K | 0.00% | +4+1.8% | Added |
| JJJ Advisors Inc. | 244 | $2.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 245 | $2.51K | 0.00% | +98+66.7% | Added |
| Smithfield Trust Co | 301 | $3.00K | 0.00% | +301 | New |
| Credential Qtrade Securities Inc. | 310 | $3.17K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 327 | $3.35K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 332 | $3.42K | 0.00% | +332 | New |
| Sunbelt Securities, Inc. | 343 | $3.51K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 372 | $3.69K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 368 | $3.77K | 0.00% | +281+323.0% | Added |
| First Financial Corp | 390 | $3.99K | 0.00% | +390 | New |
| Hazlett, Burt & Watson, Inc. | 397 | $4.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 401 | $4.10K | 0.00% | +401 | New |
| Harbour Investments, Inc. | 441 | $4.51K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 448 | $4.58K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 457 | $4.67K | 0.00% | +457 | New |
| Bell Investment Advisors, Inc | 471 | $4.82K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 535 | $5.47K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 561 | $5.60K | 0.01% | +561 | New |
| Mather Group, LLC. | 659 | $5.67K | 0.00% | +659 | New |
| Zions Bancorporation, N.A. | 560 | $5.73K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 575 | $5.88K | 0.00% | −9−1.5% | Reduced |
| IFP Advisors, Inc | 593 | $6.07K | 0.00% | +182+44.3% | Added |
| Bruce G. Allen Investments, LLC | 611 | $6.25K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 650 | $6.65K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 662 | $6.77K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 687 | $7.03K | 0.00% | −170−19.8% | Reduced |
| Dunhill Financial, LLC | 717 | $7.33K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 787 | $8.05K | 0.00% | +787 | New |
| Catalyst Funds Management Pty Ltd | 800 | $8.18K | 0.00% | +800 | New |
| CWM, LLC | 907 | $9.00K | 0.00% | +284+45.6% | Added |
| Hanson & Doremus Investment Management | 924 | $9.00K | 0.00% | +924 | New |
| Rosenberg Matthew Hamilton | 910 | $9.08K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 980 | $10.0K | 0.00% | +590+151.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,082 | $11.1K | 0.00% | +1,082 | New |
| Montag A & Associates Inc | 1,211 | $12.4K | 0.00% | −209−14.7% | Reduced |
| Key Financial Inc | 1,300 | $13.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,385 | $14.2K | 0.01% | −3,620−72.3% | Reduced |
| AdvisorNet Financial, Inc | 1,442 | $14.8K | 0.00% | +704+95.4% | Added |
| Sofos Investments, Inc. | 1,459 | $14.9K | 0.00% | +1,097+303.0% | Added |
| Macquarie Group Ltd | 1,733 | $18.0K | 0.00% | −234−11.9% | Reduced |
| FinTrust Capital Advisors, LLC | 1,774 | $18.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,821 | $19.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,995 | $20.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2,000 | $20.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,063 | $21.1K | 0.01% | −3,146−60.4% | Reduced |
| EntryPoint Capital, LLC | 2,153 | $22.0K | 0.02% | +2,153 | New |
| Redmont Wealth Advisors LLC | 2,173 | $22.2K | 0.03% | +2,173 | New |
| Jones Financial Companies LLLP | 2,247 | $23.0K | 0.00% | +446+24.8% | Added |
| RFP Financial Group LLC | 2,265 | $23.2K | 0.01% | +465+25.8% | Added |
| Rise Advisors, LLC | 2,594 | $26.5K | 0.01% | +2,594 | New |
| Boyd Watterson Asset Management LLC | 2,838 | $29.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,392 | $34.7K | 0.00% | +43+1.3% | Added |
| Whittier Trust Co of Nevada Inc | 3,788 | $38.7K | 0.00% | +3,788 | New |
| Rothschild Investment LLC | 3,913 | $40.0K | 0.00% | +372+10.5% | Added |
| TD Private Client Wealth LLC | 4,342 | $44.4K | 0.00% | −140−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,421 | $45.2K | 0.00% | +3,907+760.1% | Added |
| Parkside Financial Bank & Trust | 4,493 | $46.0K | 0.01% | +1,289+40.2% | Added |
| Deutsche Bank AG | 4,592 | $47.0K | 0.00% | −245,244−98.2% | Reduced |
| CIBC Private Wealth Group, LLC | 5,271 | $52.6K | 0.00% | +5,271 | New |
| Principal Securities, Inc. | 5,379 | $55.0K | 0.00% | +1,632+43.6% | Added |
| EverSource Wealth Advisors, LLC | 5,870 | $58.4K | 0.00% | +2,222+60.9% | Added |
| Hexagon Capital Partners LLC | 6,570 | $67.2K | 0.01% | +1,481+29.1% | Added |
| Group One Trading, L.P. | 7,310 | $74.8K | 0.00% | +7,100+3,381.0% | Added |
| Global Retirement Partners, LLC | 8,672 | $88.7K | 0.00% | −350−3.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,000 | $99.1K | 0.02% | +10,000 | New |
| Prelude Capital Management, LLC | 10,036 | $102.7K | 0.01% | +10,036 | New |
| Keebeck Alpha, LP | 10,036 | $102.7K | 0.07% | +10,036 | New |
| Cambridge Investment Research Advisors, Inc. | 10,131 | $104.0K | 0.00% | −969−8.7% | Reduced |
| Wallace Advisory Group, LLC | 12,200 | $105.0K | 0.08% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 10,511 | $107.5K | 0.06% | +278+2.7% | Added |
| Allworth Financial LP | 10,513 | $107.5K | 0.00% | +2,754+35.5% | Added |
| Waldron Private Wealth LLC | 10,591 | $108.3K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,992 | $110.1K | 0.00% | +10,992 | New |
| Sage Mountain Advisors LLC | 10,830 | $110.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,437 | $114.1K | 0.01% | +60+0.5% | Added |
| Principal Street Partners, LLC | 11,193 | $115.4K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 11,290 | $115.5K | 0.00% | +21+0.2% | Added |
| Independent Solutions Wealth Management, LLC | 11,633 | $119.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,664 | $119.3K | 0.00% | +849+7.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $119.5K | 0.00% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,773 | $120.4K | 0.02% | +11,773 | New |
| Canopy Partners, LLC | 11,826 | $121.0K | 0.06% | +11,826 | New |
| Hilltop Holdings Inc. | 11,960 | $122.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 12,081 | $123.6K | 0.00% | −267−2.2% | Reduced |
| Sunpointe, LLC | 12,204 | $124.8K | 0.14% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 12,210 | $124.9K | 0.08% | 00.0% | Unchanged |