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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 15,120 | $128.4K | 0.00% | +15,120 | New |
| AXA S.A. | 12,572 | $128.6K | 0.00% | +2,191+21.1% | Added |
| InterOcean Capital Group, LLC | 12,715 | $130.1K | 0.00% | −106−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,950 | $132.5K | 0.00% | −148,767−92.0% | Reduced |
| Headlands Technologies LLC | 13,200 | $135.0K | 0.03% | +13,200 | New |
| Cottonwood Capital Advisors, LLC | 13,894 | $138.2K | 0.11% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 13,636 | $139.5K | 0.03% | −627−4.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 13,634 | $139.5K | 0.03% | +490+3.7% | Added |
| Seven Mile Advisory | 13,641 | $139.5K | 0.11% | +296+2.2% | Added |
| Vanguard Capital Wealth Advisors | 14,000 | $143.2K | 0.10% | −1,500−9.7% | Reduced |
| Smartleaf Asset Management LLC | 14,320 | $147.5K | 0.03% | −1,375−8.8% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 14,418 | $147.5K | 0.06% | +1,922+15.4% | Added |
| TD Asset Management Inc | 14,590 | $149.3K | 0.00% | −11,031−43.1% | Reduced |
| Sapient Capital LLC | 14,800 | $151.4K | 0.00% | −14,093−48.8% | Reduced |
| Bessemer Group Inc | 14,860 | $152.0K | 0.00% | +3,194+27.4% | Added |
| Brown Advisory Inc | 15,816 | $161.8K | 0.00% | +15,816 | New |
| Flputnam Investment Management Co | 15,914 | $162.8K | 0.00% | +49+0.3% | Added |
| Apollon Wealth Management, LLC | 16,294 | $166.7K | 0.01% | +3,080+23.3% | Added |
| Stratos Wealth Partners, LTD. | 16,363 | $167.4K | 0.00% | −14,922−47.7% | Reduced |
| Manchester Capital Management LLC | 16,442 | $168.2K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 16,787 | $173.0K | 0.01% | +100+0.6% | Added |
| Catalina Capital Group, LLC | 17,047 | $174.4K | 0.07% | +17,047 | New |
| 9258 Wealth Management, LLC | 17,105 | $175.0K | 0.03% | +17,105 | New |
| Lido Advisors, LLC | 17,239 | $176.4K | 0.00% | +6,637+62.6% | Added |
| Fidelis Capital Partners, LLC | 17,279 | $176.8K | 0.03% | +2,228+14.8% | Added |
| Ieq Capital, LLC | 17,334 | $177.3K | 0.00% | +1,104+6.8% | Added |
| Wedmont Private Capital | 17,606 | $178.3K | 0.01% | +714+4.2% | Added |
| Tower Research Capital LLC (TRC) | 17,601 | $180.1K | 0.00% | −2,073−10.5% | Reduced |
| Aprio Wealth Management, LLC | 17,670 | $180.8K | 0.04% | +1,866+11.8% | Added |
| Abel Hall, LLC | 17,782 | $181.9K | 0.14% | +388+2.2% | Added |
| We Are One Seven, LLC | 18,112 | $185.3K | 0.01% | −1,987−9.9% | Reduced |
| First Affirmative Financial Network | 18,525 | $189.5K | 0.14% | −1,764−8.7% | Reduced |
| Legacy Financial Advisors, Inc. | 18,858 | $192.9K | 0.03% | +2,834+17.7% | Added |
| Beacon Pointe Advisors, LLC | 19,000 | $194.4K | 0.00% | +4,074+27.3% | Added |
| VanderPol Investments L.L.C. | 19,211 | $196.5K | 0.56% | −5,186−21.3% | Reduced |
| Avestar Capital, LLC | 19,466 | $199.1K | 0.02% | +19,466 | New |
| Wiley Bros.-Aintree Capital, LLC | 19,662 | $201.1K | 0.03% | +19,662 | New |
| Norden Group LLC | 19,715 | $201.7K | 0.04% | +19,715 | New |
| Simplex Trading, LLC | 19,862 | $203.0K | 0.01% | +7,049+55.0% | Added |
| Resonant Capital Advisors, LLC | 20,433 | $209.0K | 0.02% | +756+3.8% | Added |
| Commerce Bank | 21,076 | $215.6K | 0.00% | −8,504−28.7% | Reduced |
| Verus Capital Partners, LLC | 21,200 | $216.9K | 0.02% | −4,000−15.9% | Reduced |
| Mission Wealth Management, LP | 21,220 | $217.1K | 0.01% | +6,104+40.4% | Added |
| Old National Bancorp | 21,628 | $221.3K | 0.01% | −5,097−19.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 21,645 | $221.4K | 0.04% | +627+3.0% | Added |
| Seeds Investor LLC | 21,670 | $221.7K | 0.20% | +2,640+13.9% | Added |
| GAMMA Investing LLC | 21,865 | $223.7K | 0.05% | +3,165+16.9% | Added |
| Trust Point Inc. | 22,613 | $231.3K | 0.02% | +4,098+22.1% | Added |
| FFT Wealth Management LLC | 23,058 | $235.9K | 0.02% | +2,112+10.1% | Added |
| Aveo Capital Partners, LLC | 23,629 | $239.6K | 0.03% | +23,629 | New |
| Coldstream Capital Management Inc | 24,454 | $250.2K | 0.01% | +9,361+62.0% | Added |
| PDS Planning, Inc | 24,751 | $253.2K | 0.03% | +369+1.5% | Added |
| Five Oceans Advisors | 24,842 | $254.1K | 0.13% | −40.0% | Reduced |
| NBC Securities, Inc. | 25,283 | $258.0K | 0.02% | −5,823−18.7% | Reduced |
| Windward Capital Management Co | 25,530 | $261.0K | 0.02% | −60.0% | Reduced |
| Keel Point, LLC | 25,871 | $264.7K | 0.03% | −786−2.9% | Reduced |
| Cozad Asset Management Inc | 25,906 | $265.0K | 0.03% | −1,366−5.0% | Reduced |
| Pinnacle Associates Ltd | 26,517 | $271.3K | 0.00% | +6,277+31.0% | Added |
| Engineers Gate Manager LP | 26,765 | $273.8K | 0.01% | −19,677−42.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 26,901 | $275.2K | 0.00% | −1,756−6.1% | Reduced |
| 180 Wealth Advisors, LLC | 27,381 | $280.1K | 0.05% | +1,144+4.4% | Added |
| Lake Street Advisors Group, LLC | 27,459 | $280.9K | 0.01% | −59−0.2% | Reduced |
| Optas, LLC | 28,350 | $290.0K | 0.08% | +168+0.6% | Added |
| Knights of Columbus Asset Advisors LLC | 28,862 | $295.3K | 0.02% | −1,907−6.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 29,138 | $299.0K | 0.03% | +23,220+392.4% | Added |
| Beverly Hills Private Wealth, LLC | 29,239 | $299.1K | 0.07% | −805−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,263 | $299.4K | 0.00% | −158−0.5% | Reduced |
| Portside Wealth Group, LLC | 29,854 | $305.4K | 0.06% | −1,428−4.6% | Reduced |
| Claro Advisors LLC | 30,033 | $307.2K | 0.05% | +2,331+8.4% | Added |
| Rockefeller Capital Management L.P. | 30,284 | $309.8K | 0.00% | +5,517+22.3% | Added |
| Lindbrook Capital, LLC | 31,516 | $322.4K | 0.03% | +2,391+8.2% | Added |
| Wrapmanager Inc | 31,715 | $324.4K | 0.09% | −590−1.8% | Reduced |
| Wedbush Securities Inc | 31,792 | $325.0K | 0.01% | +31,792 | New |
| Boston Private Wealth LLC | 32,755 | $335.1K | 0.01% | −2,947−8.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 32,999 | $337.6K | 0.03% | −940−2.8% | Reduced |
| Shilanski & Associates, Inc. | 33,457 | $342.3K | 0.12% | +33,457 | New |
| Capstone Investment Advisors, LLC | 33,529 | $343.0K | 0.01% | +33,529 | New |
| Cetera Trust Company, N.A | 33,595 | $343.7K | 0.21% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 33,690 | $344.6K | 0.00% | +10,511+45.3% | Added |
| Phoenix Holdings Ltd. | 33,900 | $345.7K | 0.00% | +33,900 | New |
| Ronald Blue Trust, Inc. | 33,949 | $347.3K | 0.00% | +6,899+25.5% | Added |
| Assetmark, Inc | 34,677 | $354.7K | 0.00% | +198+0.6% | Added |
| Gallacher Capital Management LLC | 35,075 | $358.8K | 0.18% | −572−1.6% | Reduced |
| State Street Corp | 35,530 | $363.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 35,681 | $365.0K | 0.00% | +7,329+25.9% | Added |
| Everpar Advisors LLC | 35,705 | $365.3K | 0.22% | −31,850−47.1% | Reduced |
| Angeles Investment Advisors, LLC | 36,072 | $369.0K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 36,939 | $372.0K | 0.01% | +2,049+5.9% | Added |
| Callan Capital, LLC | 36,381 | $372.2K | 0.03% | +13,686+60.3% | Added |
| Traveka Wealth, LLC | 36,795 | $376.4K | 0.17% | +1,590+4.5% | Added |
| Henshaw Capital LLC | 36,881 | $377.3K | 0.02% | +5,188+16.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 37,830 | $387.0K | 0.00% | +14,716+63.7% | Added |
| Parallel Advisors, LLC | 37,885 | $387.6K | 0.01% | +5,848+18.3% | Added |
| Allspring Global Investments Holdings, LLC | 38,724 | $396.1K | 0.00% | +23,629+156.5% | Added |
| Hancock Whitney Corp | 39,929 | $408.5K | 0.01% | −65−0.2% | Reduced |
| Sage Rhino Capital LLC | 41,124 | $420.7K | 0.10% | +716+1.8% | Added |
| Virtu Financial LLC | 41,354 | $423.0K | 0.03% | +41,354 | New |
| Financial Counselors Inc | 42,066 | $430.3K | 0.01% | +5,845+16.1% | Added |
| Advisors Asset Management, Inc. | 42,269 | $432.4K | 0.01% | −436−1.0% | Reduced |
| Clarius Group, LLC | 42,597 | $435.8K | 0.03% | −4,294−9.2% | Reduced |