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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 33,900 | $345.7K | 0.00% | +33,900 | New |
| Russell Investments Group, Ltd. | 33,690 | $344.6K | 0.00% | +10,511+45.3% | Added |
| Cetera Trust Company, N.A | 33,595 | $343.7K | 0.21% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 33,529 | $343.0K | 0.01% | +33,529 | New |
| Shilanski & Associates, Inc. | 33,457 | $342.3K | 0.12% | +33,457 | New |
| Procyon Private Wealth Partners, LLC | 32,999 | $337.6K | 0.03% | −940−2.8% | Reduced |
| Boston Private Wealth LLC | 32,755 | $335.1K | 0.01% | −2,947−8.3% | Reduced |
| Wedbush Securities Inc | 31,792 | $325.0K | 0.01% | +31,792 | New |
| Wrapmanager Inc | 31,715 | $324.4K | 0.09% | −590−1.8% | Reduced |
| Lindbrook Capital, LLC | 31,516 | $322.4K | 0.03% | +2,391+8.2% | Added |
| Rockefeller Capital Management L.P. | 30,284 | $309.8K | 0.00% | +5,517+22.3% | Added |
| Claro Advisors LLC | 30,033 | $307.2K | 0.05% | +2,331+8.4% | Added |
| Portside Wealth Group, LLC | 29,854 | $305.4K | 0.06% | −1,428−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,263 | $299.4K | 0.00% | −158−0.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 29,239 | $299.1K | 0.07% | −805−2.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 29,138 | $299.0K | 0.03% | +23,220+392.4% | Added |
| Knights of Columbus Asset Advisors LLC | 28,862 | $295.3K | 0.02% | −1,907−6.2% | Reduced |
| Optas, LLC | 28,350 | $290.0K | 0.08% | +168+0.6% | Added |
| Lake Street Advisors Group, LLC | 27,459 | $280.9K | 0.01% | −59−0.2% | Reduced |
| 180 Wealth Advisors, LLC | 27,381 | $280.1K | 0.05% | +1,144+4.4% | Added |
| Prime Capital Investment Advisors, LLC | 26,901 | $275.2K | 0.00% | −1,756−6.1% | Reduced |
| Engineers Gate Manager LP | 26,765 | $273.8K | 0.01% | −19,677−42.4% | Reduced |
| Pinnacle Associates Ltd | 26,517 | $271.3K | 0.00% | +6,277+31.0% | Added |
| Cozad Asset Management Inc | 25,906 | $265.0K | 0.03% | −1,366−5.0% | Reduced |
| Keel Point, LLC | 25,871 | $264.7K | 0.03% | −786−2.9% | Reduced |
| Windward Capital Management Co | 25,530 | $261.0K | 0.02% | −60.0% | Reduced |
| NBC Securities, Inc. | 25,283 | $258.0K | 0.02% | −5,823−18.7% | Reduced |
| Five Oceans Advisors | 24,842 | $254.1K | 0.13% | −40.0% | Reduced |
| PDS Planning, Inc | 24,751 | $253.2K | 0.03% | +369+1.5% | Added |
| Coldstream Capital Management Inc | 24,454 | $250.2K | 0.01% | +9,361+62.0% | Added |
| Aveo Capital Partners, LLC | 23,629 | $239.6K | 0.03% | +23,629 | New |
| FFT Wealth Management LLC | 23,058 | $235.9K | 0.02% | +2,112+10.1% | Added |
| Trust Point Inc. | 22,613 | $231.3K | 0.02% | +4,098+22.1% | Added |
| GAMMA Investing LLC | 21,865 | $223.7K | 0.05% | +3,165+16.9% | Added |
| Seeds Investor LLC | 21,670 | $221.7K | 0.20% | +2,640+13.9% | Added |
| Linden Thomas Advisory Services, LLC | 21,645 | $221.4K | 0.04% | +627+3.0% | Added |
| Old National Bancorp | 21,628 | $221.3K | 0.01% | −5,097−19.1% | Reduced |
| Mission Wealth Management, LP | 21,220 | $217.1K | 0.01% | +6,104+40.4% | Added |
| Verus Capital Partners, LLC | 21,200 | $216.9K | 0.02% | −4,000−15.9% | Reduced |
| Commerce Bank | 21,076 | $215.6K | 0.00% | −8,504−28.7% | Reduced |
| Resonant Capital Advisors, LLC | 20,433 | $209.0K | 0.02% | +756+3.8% | Added |
| Simplex Trading, LLC | 19,862 | $203.0K | 0.01% | +7,049+55.0% | Added |
| Norden Group LLC | 19,715 | $201.7K | 0.04% | +19,715 | New |
| Wiley Bros.-Aintree Capital, LLC | 19,662 | $201.1K | 0.03% | +19,662 | New |
| Avestar Capital, LLC | 19,466 | $199.1K | 0.02% | +19,466 | New |
| VanderPol Investments L.L.C. | 19,211 | $196.5K | 0.56% | −5,186−21.3% | Reduced |
| Beacon Pointe Advisors, LLC | 19,000 | $194.4K | 0.00% | +4,074+27.3% | Added |
| Legacy Financial Advisors, Inc. | 18,858 | $192.9K | 0.03% | +2,834+17.7% | Added |
| First Affirmative Financial Network | 18,525 | $189.5K | 0.14% | −1,764−8.7% | Reduced |
| We Are One Seven, LLC | 18,112 | $185.3K | 0.01% | −1,987−9.9% | Reduced |
| Abel Hall, LLC | 17,782 | $181.9K | 0.14% | +388+2.2% | Added |
| Aprio Wealth Management, LLC | 17,670 | $180.8K | 0.04% | +1,866+11.8% | Added |
| Tower Research Capital LLC (TRC) | 17,601 | $180.1K | 0.00% | −2,073−10.5% | Reduced |
| Wedmont Private Capital | 17,606 | $178.3K | 0.01% | +714+4.2% | Added |
| Ieq Capital, LLC | 17,334 | $177.3K | 0.00% | +1,104+6.8% | Added |
| Fidelis Capital Partners, LLC | 17,279 | $176.8K | 0.03% | +2,228+14.8% | Added |
| Lido Advisors, LLC | 17,239 | $176.4K | 0.00% | +6,637+62.6% | Added |
| 9258 Wealth Management, LLC | 17,105 | $175.0K | 0.03% | +17,105 | New |
| Catalina Capital Group, LLC | 17,047 | $174.4K | 0.07% | +17,047 | New |
| HighPoint Advisor Group LLC | 16,787 | $173.0K | 0.01% | +100+0.6% | Added |
| Manchester Capital Management LLC | 16,442 | $168.2K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 16,363 | $167.4K | 0.00% | −14,922−47.7% | Reduced |
| Apollon Wealth Management, LLC | 16,294 | $166.7K | 0.01% | +3,080+23.3% | Added |
| Flputnam Investment Management Co | 15,914 | $162.8K | 0.00% | +49+0.3% | Added |
| Brown Advisory Inc | 15,816 | $161.8K | 0.00% | +15,816 | New |
| Bessemer Group Inc | 14,860 | $152.0K | 0.00% | +3,194+27.4% | Added |
| Sapient Capital LLC | 14,800 | $151.4K | 0.00% | −14,093−48.8% | Reduced |
| TD Asset Management Inc | 14,590 | $149.3K | 0.00% | −11,031−43.1% | 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 |
| Vanguard Capital Wealth Advisors | 14,000 | $143.2K | 0.10% | −1,500−9.7% | Reduced |
| Seven Mile Advisory | 13,641 | $139.5K | 0.11% | +296+2.2% | Added |
| Walkner Condon Financial Advisors LLC | 13,634 | $139.5K | 0.03% | +490+3.7% | Added |
| Baker Tilly Wealth Management, LLC | 13,636 | $139.5K | 0.03% | −627−4.4% | Reduced |
| Cottonwood Capital Advisors, LLC | 13,894 | $138.2K | 0.11% | 00.0% | Unchanged |
| Headlands Technologies LLC | 13,200 | $135.0K | 0.03% | +13,200 | New |
| Advisor Group Holdings, Inc. | 12,950 | $132.5K | 0.00% | −148,767−92.0% | Reduced |
| InterOcean Capital Group, LLC | 12,715 | $130.1K | 0.00% | −106−0.8% | Reduced |
| AXA S.A. | 12,572 | $128.6K | 0.00% | +2,191+21.1% | Added |
| National Asset Management, Inc. | 15,120 | $128.4K | 0.00% | +15,120 | New |
| Burns Matteson Capital Management, LLC | 12,210 | $124.9K | 0.08% | 00.0% | Unchanged |
| Sunpointe, LLC | 12,204 | $124.8K | 0.14% | 00.0% | Unchanged |
| Huntington National Bank | 12,081 | $123.6K | 0.00% | −267−2.2% | Reduced |
| Hilltop Holdings Inc. | 11,960 | $122.4K | 0.01% | 00.0% | Unchanged |
| Canopy Partners, LLC | 11,826 | $121.0K | 0.06% | +11,826 | New |
| Premier Path Wealth Partners, LLC | 11,773 | $120.4K | 0.02% | +11,773 | New |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $119.5K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,664 | $119.3K | 0.00% | +849+7.9% | Added |
| Independent Solutions Wealth Management, LLC | 11,633 | $119.0K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 11,290 | $115.5K | 0.00% | +21+0.2% | Added |
| Principal Street Partners, LLC | 11,193 | $115.4K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,437 | $114.1K | 0.01% | +60+0.5% | Added |
| Sage Mountain Advisors LLC | 10,830 | $110.8K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,992 | $110.1K | 0.00% | +10,992 | New |
| Waldron Private Wealth LLC | 10,591 | $108.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10,513 | $107.5K | 0.00% | +2,754+35.5% | Added |
| Blue Barn Wealth, LLC | 10,511 | $107.5K | 0.06% | +278+2.7% | Added |
| Wallace Advisory Group, LLC | 12,200 | $105.0K | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,131 | $104.0K | 0.00% | −969−8.7% | Reduced |
| Prelude Capital Management, LLC | 10,036 | $102.7K | 0.01% | +10,036 | New |