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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 127,892 | $1.31M | 0.10% | −11,065−8.0% | Reduced |
| HRT Financial LP | 127,465 | $1.30M | 0.01% | +35,626+38.8% | Added |
| LPL Financial LLC | 126,975 | $1.30M | 0.00% | +41,093+47.8% | Added |
| Fifth Third Bancorp | 118,749 | $1.21M | 0.00% | +13,891+13.2% | Added |
| Schonfeld Strategic Advisors LLC | 116,200 | $1.19M | 0.01% | −22,000−15.9% | Reduced |
| Quadrant Capital Group LLC | 115,805 | $1.18M | 0.09% | +3,434+3.1% | Added |
| 17 Capital Partners, LLC | 111,683 | $1.14M | 0.85% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 110,927 | $1.13M | 0.10% | +15,471+16.2% | Added |
| Pacer Advisors, Inc. | 110,602 | $1.13M | 0.00% | −5,762−5.0% | Reduced |
| New York State Common Retirement Fund | 110,598 | $1.13M | 0.00% | +84,475+323.4% | Added |
| Te Ahumairangi Investment Management Ltd | 110,041 | $1.13M | 0.20% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 108,913 | $1.11M | 0.04% | +108,913 | New |
| United Capital Financial Advisers, LLC | 107,291 | $1.10M | 0.01% | −6,156−5.4% | Reduced |
| Highland Capital Management, LLC | 106,900 | $1.09M | 0.06% | 00.0% | Unchanged |
| AQR Capital Management LLC | 106,340 | $1.09M | 0.00% | +106,340 | New |
| Cresset Asset Management, LLC | 104,389 | $1.07M | 0.01% | +24,390+30.5% | Added |
| Aquatic Capital Management LLC | 102,100 | $1.04M | 0.03% | −49,300−32.6% | Reduced |
| Janney Montgomery Scott LLC | 101,410 | $1.04M | 0.00% | +5,173+5.4% | Added |
| BTC Capital Management, Inc. | 101,201 | $1.04M | 0.09% | +101,201 | New |
| Commonwealth Equity Services, LLC | 100,419 | $1.03M | 0.00% | +3,644+3.8% | Added |
| Total Clarity Wealth Management, Inc. | 96,680 | $989.0K | 0.34% | +96,680 | New |
| Calamos Wealth Management LLC | 95,849 | $980.5K | 0.06% | −49,914−34.2% | Reduced |
| Park Avenue Securities LLC | 95,671 | $979.0K | 0.01% | −1,111−1.1% | Reduced |
| Axq Capital, LP | 95,017 | $972.0K | 0.23% | −28,683−23.2% | Reduced |
| Davenport & Co LLC | 92,692 | $948.2K | 0.01% | −2,417−2.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 92,569 | $947.0K | 0.00% | +2,123+2.3% | Added |
| Confluence Investment Management LLC | 92,156 | $942.8K | 0.01% | +1,065+1.2% | Added |
| Diversify Advisory Services, LLC | 94,256 | $940.7K | 0.06% | +94,256 | New |
| Kovitz Investment Group Partners, LLC | 91,557 | $936.6K | 0.01% | +91,557 | New |
| Y-Intercept (Hong Kong) Ltd | 89,054 | $911.0K | 0.07% | −55,935−38.6% | Reduced |
| Millennium Management LLC | 88,910 | $909.5K | 0.00% | −1,094,589−92.5% | Reduced |
| AdvisorShares Investments LLC | 87,458 | $894.7K | 0.15% | −10,800−11.0% | Reduced |
| Susquehanna International Group, LLP | 85,738 | $877.1K | 0.00% | +34,728+68.1% | Added |
| Eqis Capital Management, Inc. | 84,983 | $869.4K | 0.07% | −25,604−23.2% | Reduced |
| Intrust Bank NA | 82,191 | $840.8K | 0.09% | +2,678+3.4% | Added |
| Atlas Capital Advisors LLC | 75,376 | $771.1K | 0.12% | +9,664+14.7% | Added |
| Private Advisor Group, LLC | 75,224 | $769.5K | 0.01% | −2,933−3.8% | Reduced |
| Rehmann Capital Advisory Group | 73,969 | $756.7K | 0.06% | −3,733−4.8% | Reduced |
| Whittier Trust Co | 72,304 | $739.7K | 0.01% | +22,446+45.0% | Added |
| Checchi Capital Advisers, LLC | 69,673 | $712.8K | 0.06% | −1,302−1.8% | Reduced |
| Harbour Capital Advisors, LLC | 71,560 | $711.3K | 0.18% | 00.0% | Unchanged |
| Bank of Montreal | 68,112 | $705.6K | 0.00% | +2,286+3.5% | Added |
| Captrust Financial Advisors | 68,386 | $699.6K | 0.00% | −13,187−16.2% | Reduced |
| Moors & Cabot, Inc. | 67,000 | $685.4K | 0.04% | −4,937−6.9% | Reduced |
| Ewa, LLC | 66,299 | $683.5K | 0.31% | −15,890−19.3% | Reduced |
| Bleakley Financial Group, LLC | 65,411 | $669.2K | 0.02% | +5,914+9.9% | Added |
| Simplicity Wealth,LLC | 65,219 | $667.2K | 0.02% | +65,219 | New |
| Ballast Advisors LLC | 61,790 | $632.1K | 0.21% | +61,790 | New |
| Sequoia Financial Advisors, LLC | 61,717 | $631.4K | 0.01% | +4,035+7.0% | Added |
| Dorsey & Whitney Trust CO LLC | 61,656 | $630.7K | 0.04% | −264−0.4% | Reduced |
| Aaron Wealth Advisors | 60,186 | $615.7K | 0.09% | +25,384+72.9% | Added |
| Anthracite Investment Company, Inc. | 59,942 | $613.2K | 0.31% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 59,395 | $607.6K | 0.02% | +582+1.0% | Added |
| LMR Partners LLP | 57,598 | $589.2K | 0.02% | +57,598 | New |
| Integrated Wealth Concepts LLC | 57,065 | $583.8K | 0.01% | −218,517−79.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 55,200 | $565.0K | 0.12% | −800−1.4% | Reduced |
| Eagle Asset Management Inc | 56,076 | $559.6K | 0.00% | −12,095−17.7% | Reduced |
| GWM Advisors LLC | 54,671 | $559.3K | 0.00% | +7,868+16.8% | Added |
| Graham Capital Management, L.P. | 52,665 | $538.8K | 0.02% | +52,665 | New |
| Grey Street Capital, LLC | 51,505 | $533.5K | 0.07% | +51,505 | New |
| Jane Street Group, LLC | 52,133 | $533.3K | 0.00% | +52,133 | New |
| CAPROCK Group, Inc. | 51,661 | $528.5K | 0.03% | −1,584−3.0% | Reduced |
| Blair William & Co | 51,081 | $522.6K | 0.00% | −643−1.2% | Reduced |
| Vise Technologies, Inc. | 48,521 | $496.4K | 0.10% | +4,125+9.3% | Added |
| West Family Investments, Inc. | 48,153 | $492.6K | 0.15% | +401+0.8% | Added |
| Raymond James Trust N.A. | 46,871 | $479.5K | 0.01% | +2,422+5.4% | Added |
| Prudential Financial Inc | 46,555 | $476.3K | 0.00% | +2,323+5.3% | Added |
| Ballentine Partners, LLC | 46,401 | $474.7K | 0.01% | +3,018+7.0% | Added |
| Franklin Resources Inc | 46,060 | $471.2K | 0.00% | +10.0% | Added |
| Personal Cfo Solutions, LLC | 45,501 | $465.5K | 0.07% | −481−1.0% | Reduced |
| Louisbourg Investments Inc. | 45,310 | $463.5K | 0.13% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 45,070 | $461.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 44,845 | $458.8K | 0.07% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 44,832 | $458.6K | 0.01% | −9,034−16.8% | Reduced |
| Glenmede Trust Co NA | 44,589 | $456.1K | 0.00% | +249+0.6% | Added |
| apricus wealth, LLC | 44,475 | $455.0K | 0.32% | 00.0% | Unchanged |
| Successful Portfolios LLC | 44,470 | $454.9K | 0.31% | 00.0% | Unchanged |
| RNC Capital Management LLC | 44,335 | $453.5K | 0.03% | −330−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 44,219 | $453.0K | 0.01% | +15,090+51.8% | Added |
| XTX Topco Ltd | 43,168 | $441.6K | 0.06% | +19,392+81.6% | Added |
| Clarius Group, LLC | 42,597 | $435.8K | 0.03% | −4,294−9.2% | Reduced |
| Advisors Asset Management, Inc. | 42,269 | $432.4K | 0.01% | −436−1.0% | Reduced |
| Financial Counselors Inc | 42,066 | $430.3K | 0.01% | +5,845+16.1% | Added |
| Virtu Financial LLC | 41,354 | $423.0K | 0.03% | +41,354 | New |
| Sage Rhino Capital LLC | 41,124 | $420.7K | 0.10% | +716+1.8% | Added |
| Hancock Whitney Corp | 39,929 | $408.5K | 0.01% | −65−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 38,724 | $396.1K | 0.00% | +23,629+156.5% | Added |
| Parallel Advisors, LLC | 37,885 | $387.6K | 0.01% | +5,848+18.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 37,830 | $387.0K | 0.00% | +14,716+63.7% | Added |
| Henshaw Capital LLC | 36,881 | $377.3K | 0.02% | +5,188+16.4% | Added |
| Traveka Wealth, LLC | 36,795 | $376.4K | 0.17% | +1,590+4.5% | Added |
| Callan Capital, LLC | 36,381 | $372.2K | 0.03% | +13,686+60.3% | Added |
| Valeo Financial Advisors, LLC | 36,939 | $372.0K | 0.01% | +2,049+5.9% | Added |
| Angeles Investment Advisors, LLC | 36,072 | $369.0K | 0.02% | 00.0% | Unchanged |
| Everpar Advisors LLC | 35,705 | $365.3K | 0.22% | −31,850−47.1% | Reduced |
| Kestra Advisory Services, LLC | 35,681 | $365.0K | 0.00% | +7,329+25.9% | Added |
| State Street Corp | 35,530 | $363.5K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 35,075 | $358.8K | 0.18% | −572−1.6% | Reduced |
| Assetmark, Inc | 34,677 | $354.7K | 0.00% | +198+0.6% | Added |
| Ronald Blue Trust, Inc. | 33,949 | $347.3K | 0.00% | +6,899+25.5% | Added |