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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 43,168 | $441.6K | 0.06% | +19,392+81.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 44,219 | $453.0K | 0.01% | +15,090+51.8% | Added |
| RNC Capital Management LLC | 44,335 | $453.5K | 0.03% | −330−0.7% | Reduced |
| Successful Portfolios LLC | 44,470 | $454.9K | 0.31% | 00.0% | Unchanged |
| apricus wealth, LLC | 44,475 | $455.0K | 0.32% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 44,589 | $456.1K | 0.00% | +249+0.6% | Added |
| Oppenheimer Asset Management Inc. | 44,832 | $458.6K | 0.01% | −9,034−16.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 44,845 | $458.8K | 0.07% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 45,070 | $461.1K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 45,310 | $463.5K | 0.13% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 45,501 | $465.5K | 0.07% | −481−1.0% | Reduced |
| Franklin Resources Inc | 46,060 | $471.2K | 0.00% | +10.0% | Added |
| Ballentine Partners, LLC | 46,401 | $474.7K | 0.01% | +3,018+7.0% | Added |
| Prudential Financial Inc | 46,555 | $476.3K | 0.00% | +2,323+5.3% | Added |
| Raymond James Trust N.A. | 46,871 | $479.5K | 0.01% | +2,422+5.4% | Added |
| West Family Investments, Inc. | 48,153 | $492.6K | 0.15% | +401+0.8% | Added |
| Vise Technologies, Inc. | 48,521 | $496.4K | 0.10% | +4,125+9.3% | Added |
| Blair William & Co | 51,081 | $522.6K | 0.00% | −643−1.2% | Reduced |
| CAPROCK Group, Inc. | 51,661 | $528.5K | 0.03% | −1,584−3.0% | Reduced |
| Jane Street Group, LLC | 52,133 | $533.3K | 0.00% | +52,133 | New |
| Grey Street Capital, LLC | 51,505 | $533.5K | 0.07% | +51,505 | New |
| Graham Capital Management, L.P. | 52,665 | $538.8K | 0.02% | +52,665 | New |
| GWM Advisors LLC | 54,671 | $559.3K | 0.00% | +7,868+16.8% | Added |
| Eagle Asset Management Inc | 56,076 | $559.6K | 0.00% | −12,095−17.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 55,200 | $565.0K | 0.12% | −800−1.4% | Reduced |
| Integrated Wealth Concepts LLC | 57,065 | $583.8K | 0.01% | −218,517−79.3% | Reduced |
| LMR Partners LLP | 57,598 | $589.2K | 0.02% | +57,598 | New |
| Evergreen Capital Management LLC | 59,395 | $607.6K | 0.02% | +582+1.0% | Added |
| Anthracite Investment Company, Inc. | 59,942 | $613.2K | 0.31% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 60,186 | $615.7K | 0.09% | +25,384+72.9% | Added |
| Dorsey & Whitney Trust CO LLC | 61,656 | $630.7K | 0.04% | −264−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 61,717 | $631.4K | 0.01% | +4,035+7.0% | Added |
| Ballast Advisors LLC | 61,790 | $632.1K | 0.21% | +61,790 | New |
| Simplicity Wealth,LLC | 65,219 | $667.2K | 0.02% | +65,219 | New |
| Bleakley Financial Group, LLC | 65,411 | $669.2K | 0.02% | +5,914+9.9% | Added |
| Ewa, LLC | 66,299 | $683.5K | 0.31% | −15,890−19.3% | Reduced |
| Moors & Cabot, Inc. | 67,000 | $685.4K | 0.04% | −4,937−6.9% | Reduced |
| Captrust Financial Advisors | 68,386 | $699.6K | 0.00% | −13,187−16.2% | Reduced |
| Bank of Montreal | 68,112 | $705.6K | 0.00% | +2,286+3.5% | Added |
| Harbour Capital Advisors, LLC | 71,560 | $711.3K | 0.18% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 69,673 | $712.8K | 0.06% | −1,302−1.8% | Reduced |
| Whittier Trust Co | 72,304 | $739.7K | 0.01% | +22,446+45.0% | Added |
| Rehmann Capital Advisory Group | 73,969 | $756.7K | 0.06% | −3,733−4.8% | Reduced |
| Private Advisor Group, LLC | 75,224 | $769.5K | 0.01% | −2,933−3.8% | Reduced |
| Atlas Capital Advisors LLC | 75,376 | $771.1K | 0.12% | +9,664+14.7% | Added |
| Intrust Bank NA | 82,191 | $840.8K | 0.09% | +2,678+3.4% | Added |
| Eqis Capital Management, Inc. | 84,983 | $869.4K | 0.07% | −25,604−23.2% | Reduced |
| Susquehanna International Group, LLP | 85,738 | $877.1K | 0.00% | +34,728+68.1% | Added |
| AdvisorShares Investments LLC | 87,458 | $894.7K | 0.15% | −10,800−11.0% | Reduced |
| Millennium Management LLC | 88,910 | $909.5K | 0.00% | −1,094,589−92.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 89,054 | $911.0K | 0.07% | −55,935−38.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 91,557 | $936.6K | 0.01% | +91,557 | New |
| Diversify Advisory Services, LLC | 94,256 | $940.7K | 0.06% | +94,256 | New |
| Confluence Investment Management LLC | 92,156 | $942.8K | 0.01% | +1,065+1.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 92,569 | $947.0K | 0.00% | +2,123+2.3% | Added |
| Davenport & Co LLC | 92,692 | $948.2K | 0.01% | −2,417−2.5% | Reduced |
| Axq Capital, LP | 95,017 | $972.0K | 0.23% | −28,683−23.2% | Reduced |
| Park Avenue Securities LLC | 95,671 | $979.0K | 0.01% | −1,111−1.1% | Reduced |
| Calamos Wealth Management LLC | 95,849 | $980.5K | 0.06% | −49,914−34.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 96,680 | $989.0K | 0.34% | +96,680 | New |
| Commonwealth Equity Services, LLC | 100,419 | $1.03M | 0.00% | +3,644+3.8% | Added |
| BTC Capital Management, Inc. | 101,201 | $1.04M | 0.09% | +101,201 | New |
| Janney Montgomery Scott LLC | 101,410 | $1.04M | 0.00% | +5,173+5.4% | Added |
| Aquatic Capital Management LLC | 102,100 | $1.04M | 0.03% | −49,300−32.6% | Reduced |
| Cresset Asset Management, LLC | 104,389 | $1.07M | 0.01% | +24,390+30.5% | Added |
| AQR Capital Management LLC | 106,340 | $1.09M | 0.00% | +106,340 | New |
| Highland Capital Management, LLC | 106,900 | $1.09M | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 107,291 | $1.10M | 0.01% | −6,156−5.4% | Reduced |
| Exencial Wealth Advisors, LLC | 108,913 | $1.11M | 0.04% | +108,913 | New |
| Te Ahumairangi Investment Management Ltd | 110,041 | $1.13M | 0.20% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 110,598 | $1.13M | 0.00% | +84,475+323.4% | Added |
| Pacer Advisors, Inc. | 110,602 | $1.13M | 0.00% | −5,762−5.0% | Reduced |
| Atomi Financial Group, Inc. | 110,927 | $1.13M | 0.10% | +15,471+16.2% | Added |
| 17 Capital Partners, LLC | 111,683 | $1.14M | 0.85% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 115,805 | $1.18M | 0.09% | +3,434+3.1% | Added |
| Schonfeld Strategic Advisors LLC | 116,200 | $1.19M | 0.01% | −22,000−15.9% | Reduced |
| Fifth Third Bancorp | 118,749 | $1.21M | 0.00% | +13,891+13.2% | Added |
| LPL Financial LLC | 126,975 | $1.30M | 0.00% | +41,093+47.8% | Added |
| HRT Financial LP | 127,465 | $1.30M | 0.01% | +35,626+38.8% | Added |
| Schechter Investment Advisors, LLC | 127,892 | $1.31M | 0.10% | −11,065−8.0% | Reduced |
| Cetera Investment Advisers | 129,368 | $1.32M | 0.00% | +108,264+513.0% | Added |
| Bailard, Inc. | 130,986 | $1.34M | 0.04% | +3,293+2.6% | Added |
| Tudor Investment Corp Et Al | 136,776 | $1.40M | 0.02% | −203,769−59.8% | Reduced |
| Vident Advisory, LLC | 137,951 | $1.41M | 0.03% | +12,978+10.4% | Added |
| MML Investors Services, LLC | 138,659 | $1.42M | 0.01% | +5,724+4.3% | Added |
| Ritholtz Wealth Management | 139,795 | $1.43M | 0.05% | +10,781+8.4% | Added |
| Greenleaf Trust | 148,247 | $1.52M | 0.01% | +771+0.5% | Added |
| CI Private Wealth, LLC | 148,638 | $1.52M | 0.00% | −11,668−7.3% | Reduced |
| TownSquare Capital, LLC | 151,964 | $1.55M | 0.02% | +4,496+3.0% | Added |
| Qtron Investments LLC | 158,078 | $1.62M | 0.23% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 164,145 | $1.68M | 0.08% | +107,104+187.8% | Added |
| Renaissance Technologies LLC | 168,000 | $1.72M | 0.00% | −268,600−61.5% | Reduced |
| Wetherby Asset Management Inc | 170,012 | $1.74M | 0.08% | +1,611+1.0% | Added |
| Lockheed Martin Investment Management Co | 171,930 | $1.76M | 0.13% | −22,230−11.4% | Reduced |
| Hantz Financial Services, Inc. | 178,473 | $1.83M | 0.04% | −30,696−14.7% | Reduced |
| BNP Paribas Arbitrage, SA | 185,829 | $1.90M | 0.00% | +29,890+19.2% | Added |
| JPMorgan Chase & Co | 199,339 | $2.04M | 0.00% | −52,283−20.8% | Reduced |
| Altman Advisors, Inc. | 204,841 | $2.04M | 1.00% | +5,213+2.6% | Added |
| Alaethes Wealth LLC | 200,188 | $2.05M | 0.89% | +2,548+1.3% | Added |
| Pekin Hardy Strauss, Inc. | 202,900 | $2.08M | 0.28% | −4,000−1.9% | Reduced |