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 |
|---|---|---|---|---|---|
| Ethic Inc. | 207,686 | $2.12M | 0.05% | +1,819+0.9% | Added |
| Yousif Capital Management, LLC | 213,260 | $2.18M | 0.02% | −10,500−4.7% | Reduced |
| Rhumbline Advisers | 226,241 | $2.31M | 0.00% | +7,278+3.3% | Added |
| Augustine Asset Management Inc | 228,904 | $2.34M | 0.98% | −7,823−3.3% | Reduced |
| Mariner, LLC | 232,679 | $2.38M | 0.00% | +7,229+3.2% | Added |
| Ameriprise Financial Inc | 236,879 | $2.42M | 0.00% | −4,035−1.7% | Reduced |
| Synovus Financial Corp | 240,657 | $2.46M | 0.03% | +3,697+1.6% | Added |
| Signaturefd, LLC | 243,862 | $2.49M | 0.05% | +17,107+7.5% | Added |
| Legacy Wealth Asset Management, LLC | 244,160 | $2.50M | 0.70% | −1,340−0.5% | Reduced |
| US Bancorp | 251,857 | $2.58M | 0.00% | −19,205−7.1% | Reduced |
| Atria Investments LLC | 259,898 | $2.65M | 0.04% | −1,582−0.6% | Reduced |
| Naviter Wealth, LLC | 262,208 | $2.68M | 0.44% | +31,029+13.4% | 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 |
| Mercer Global Advisors Inc | 285,625 | $2.92M | 0.01% | +25,277+9.7% | Added |
| JustInvest LLC | 297,379 | $3.04M | 0.07% | +55,470+22.9% | Added |
| Forum Financial Management, LP | 338,439 | $3.46M | 0.06% | +6,723+2.0% | Added |
| Capital Fund Management S.A. | 340,014 | $3.48M | 0.04% | +52,984+18.5% | Added |
| Eagle Global Advisors LLC | 350,480 | $3.59M | 0.20% | +350,480 | New |
| The PNC Financial Services Group, Inc. | 353,765 | $3.62M | 0.00% | +23,811+7.2% | Added |
| Moran Wealth Management, LLC | 360,638 | $3.69M | 0.12% | −228,180−38.8% | Reduced |
| Foresight Global Investors, Inc. | 363,900 | $3.72M | 1.83% | +363,900 | New |
| Dorsey Wright & Associates | 365,916 | $3.74M | 0.98% | −23,921−6.1% | Reduced |
| Guardian Capital Advisors LP | 418,536 | $4.05M | 0.44% | −32,865−7.3% | Reduced |
| Truist Financial Corp | 396,546 | $4.06M | 0.01% | −830−0.2% | Reduced |
| Boston Common Asset Management, LLC | 403,756 | $4.13M | 0.10% | +1,177+0.3% | Added |
| Tocqueville Asset Management L.P. | 409,720 | $4.19M | 0.07% | 00.0% | Unchanged |
| Veriti Management LLC | 413,772 | $4.23M | 0.31% | −14,678−3.4% | Reduced |
| HighTower Advisors, LLC | 416,929 | $4.28M | 0.01% | +12,991+3.2% | Added |
| Pathstone Holdings, LLC | 424,758 | $4.35M | 0.02% | +97,718+29.9% | Added |
| Thornburg Investment Management Inc | 435,141 | $4.45M | 0.06% | −6,276−1.4% | Reduced |
| Neuberger Berman Group LLC | 447,081 | $4.58M | 0.00% | +407,529+1,030.4% | Added |
| Penserra Capital Management LLC | 454,363 | $4.65M | 0.06% | +92,848+25.7% | Added |
| Capital Wealth Planning, LLC | 454,363 | $4.65M | 0.05% | +92,848+25.7% | Added |
| Bamco Inc | 460,144 | $4.71M | 0.01% | −364,753−44.2% | Reduced |
| Charles Schwab Investment Management Inc | 489,764 | $5.01M | 0.00% | +133,572+37.5% | Added |
| Bank of New York Mellon Corp | 495,492 | $5.07M | 0.00% | +5,713+1.2% | Added |
| Creative Planning | 505,896 | $5.18M | 0.01% | +87,949+21.0% | Added |
| Quantinno Capital Management LP | 509,297 | $5.21M | 0.11% | +40,249+8.6% | Added |
| M&T Bank Corp | 547,143 | $5.60M | 0.02% | −17,316−3.1% | Reduced |
| Price T Rowe Associates Inc | 642,863 | $6.58M | 0.00% | +21,277+3.4% | Added |
| QRG Capital Management, Inc. | 657,724 | $6.73M | 0.09% | +62,166+10.4% | Added |
| UBS Group AG | 661,215 | $6.76M | 0.00% | −84,557−11.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 662,715 | $6.78M | 0.08% | +125,467+23.4% | Added |
| Citigroup Inc | 667,599 | $6.83M | 0.01% | +27,265+4.3% | Added |
| Crossmark Global Holdings, Inc. | 715,757 | $7.32M | 0.14% | −24,490−3.3% | Reduced |
| CIBC World Markets Inc. | 734,137 | $7.51M | 0.02% | −149,441−16.9% | Reduced |
| Abn Amro Investment Solutions | 768,400 | $7.86M | 0.14% | −107,900−12.3% | Reduced |
| Cerity Partners LLC | 812,583 | $8.31M | 0.02% | +536,100+193.9% | Added |
| Federated Hermes, Inc. | 828,757 | $8.48M | 0.02% | +362,156+77.6% | Added |
| Edge Capital Group, LLC | 840,656 | $8.60M | 0.43% | +840,656 | New |
| Clearbridge Investments, LLC | 891,827 | $9.12M | 0.01% | −13,937−1.5% | Reduced |
| Qube Research & Technologies Ltd | 895,654 | $9.16M | 0.02% | −124,560−12.2% | Reduced |
| Massachusetts Financial Services Co | 940,949 | $9.63M | 0.00% | −25,688−2.7% | Reduced |
| Citadel Advisors LLC | 1,015,005 | $10.4M | 0.01% | +834,774+463.2% | Added |
| Herr Investment Group LLC | 1,410,464 | $14.4M | 4.48% | +393,000+38.6% | Added |
| Invesco Ltd. | 1,563,219 | $16.0M | 0.00% | −560,648−26.4% | Reduced |
| American Century Companies Inc | 1,569,665 | $16.1M | 0.01% | +100,057+6.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 1,716,193 | $17.6M | 3.67% | −160,886−8.6% | Reduced |
| Groupama Asset Managment | 1,847,029 | $18.7M | 0.34% | +1,847,029 | New |
| Brandes Investment Partners, LP | 1,840,728 | $18.8M | 0.24% | −570,203−23.7% | Reduced |
| Wells Fargo & Company | 1,879,919 | $19.2M | 0.01% | +148,713+8.6% | Added |
| Stifel Financial Corp | 1,981,908 | $20.3M | 0.02% | −30,940−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,342,140 | $24.0M | 0.21% | +405,000+20.9% | Added |
| Raymond James & Associates | 2,421,565 | $24.8M | 0.02% | −87,258−3.5% | Reduced |
| SEI Investments Co | 3,054,328 | $31.2M | 0.05% | +88,080+3.0% | Added |
| Todd Asset Management LLC | 4,045,489 | $41.4M | 0.85% | +374,580+10.2% | Added |
| Royal Bank of Canada | 4,232,664 | $43.3M | 0.01% | +7,721+0.2% | Added |
| Envestnet Asset Management Inc | 4,304,737 | $44.0M | 0.02% | +448,509+11.6% | Added |
| FMR LLC | 4,793,025 | $49.0M | 0.00% | +105,225+2.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,661,392 | $57.9M | 0.19% | +4,855,722+602.7% | Added |
| Dimensional Fund Advisors LP | 5,887,133 | $60.2M | 0.02% | +14,046+0.2% | Added |
| BlackRock Inc. | 6,710,234 | $68.6M | 0.00% | +123,062+1.9% | Added |
| Northern Trust Corp | 6,783,763 | $69.4M | 0.01% | +220,136+3.4% | Added |
| Fisher Asset Management, LLC | 6,815,132 | $69.7M | 0.03% | +84,164+1.3% | Added |
| Morgan Stanley | 7,591,456 | $77.7M | 0.01% | −54,477−0.7% | Reduced |
| Natixis Advisors, L.P. | 11,680,872 | $119.5M | 0.27% | −106,981−0.9% | Reduced |
| Goldman Sachs Group Inc | 13,003,645 | $133.0M | 0.03% | +1,494,839+13.0% | Added |
| Bank of America Corp | 19,474,692 | $199.2M | 0.02% | +1,502,674+8.4% | Added |
| Aristotle Capital Management, LLC | 64,707,607 | $662.0M | 1.23% | −2,029,885−3.0% | Reduced |
| Georgetown University | 0 | $0 | 0.00% | −197,539−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −154,807−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −139,404−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −137,041−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −135,372−100.0% | Sold out |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −126,161−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −118,287−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −88,795−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −45,600−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −44,548−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −42,876−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −36,001−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −28,782−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −28,125−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −14,717−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,432−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −13,763−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −12,729−100.0% | Sold out |
| WorthPointe, LLC | 0 | $0 | 0.00% | −10,062−100.0% | Sold out |