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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 10,036 | $102.7K | 0.07% | +10,036 | New |
| Onyx Bridge Wealth Group LLC | 10,000 | $99.1K | 0.02% | +10,000 | New |
| Global Retirement Partners, LLC | 8,672 | $88.7K | 0.00% | −350−3.9% | Reduced |
| Group One Trading, L.P. | 7,310 | $74.8K | 0.00% | +7,100+3,381.0% | Added |
| Hexagon Capital Partners LLC | 6,570 | $67.2K | 0.01% | +1,481+29.1% | Added |
| EverSource Wealth Advisors, LLC | 5,870 | $58.4K | 0.00% | +2,222+60.9% | Added |
| Principal Securities, Inc. | 5,379 | $55.0K | 0.00% | +1,632+43.6% | Added |
| CIBC Private Wealth Group, LLC | 5,271 | $52.6K | 0.00% | +5,271 | New |
| Deutsche Bank AG | 4,592 | $47.0K | 0.00% | −245,244−98.2% | Reduced |
| Parkside Financial Bank & Trust | 4,493 | $46.0K | 0.01% | +1,289+40.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,421 | $45.2K | 0.00% | +3,907+760.1% | Added |
| TD Private Client Wealth LLC | 4,342 | $44.4K | 0.00% | −140−3.1% | Reduced |
| Rothschild Investment LLC | 3,913 | $40.0K | 0.00% | +372+10.5% | Added |
| Whittier Trust Co of Nevada Inc | 3,788 | $38.7K | 0.00% | +3,788 | New |
| JFS Wealth Advisors, LLC | 3,392 | $34.7K | 0.00% | +43+1.3% | Added |
| Boyd Watterson Asset Management LLC | 2,838 | $29.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,594 | $26.5K | 0.01% | +2,594 | New |
| RFP Financial Group LLC | 2,265 | $23.2K | 0.01% | +465+25.8% | Added |
| Jones Financial Companies LLLP | 2,247 | $23.0K | 0.00% | +446+24.8% | Added |
| Redmont Wealth Advisors LLC | 2,173 | $22.2K | 0.03% | +2,173 | New |
| EntryPoint Capital, LLC | 2,153 | $22.0K | 0.02% | +2,153 | New |
| Addison Advisors LLC | 2,063 | $21.1K | 0.01% | −3,146−60.4% | Reduced |
| FSA Wealth Management LLC | 2,000 | $20.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,995 | $20.4K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,821 | $19.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,774 | $18.1K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,733 | $18.0K | 0.00% | −234−11.9% | Reduced |
| Sofos Investments, Inc. | 1,459 | $14.9K | 0.00% | +1,097+303.0% | Added |
| AdvisorNet Financial, Inc | 1,442 | $14.8K | 0.00% | +704+95.4% | Added |
| Park Place Capital Corp | 1,385 | $14.2K | 0.01% | −3,620−72.3% | Reduced |
| Key Financial Inc | 1,300 | $13.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,211 | $12.4K | 0.00% | −209−14.7% | Reduced |
| Fernwood Investment Management, LLC | 1,082 | $11.1K | 0.00% | +1,082 | New |
| Federation des caisses Desjardins du Quebec | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 980 | $10.0K | 0.00% | +590+151.3% | Added |
| Rosenberg Matthew Hamilton | 910 | $9.08K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 907 | $9.00K | 0.00% | +284+45.6% | Added |
| Hanson & Doremus Investment Management | 924 | $9.00K | 0.00% | +924 | New |
| Catalyst Funds Management Pty Ltd | 800 | $8.18K | 0.00% | +800 | New |
| Salem Investment Counselors Inc | 787 | $8.05K | 0.00% | +787 | New |
| Dunhill Financial, LLC | 717 | $7.33K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 687 | $7.03K | 0.00% | −170−19.8% | Reduced |
| Carolinas Wealth Consulting LLC | 662 | $6.77K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 650 | $6.65K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 611 | $6.25K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 593 | $6.07K | 0.00% | +182+44.3% | Added |
| Eagle Bay Advisors LLC | 575 | $5.88K | 0.00% | −9−1.5% | Reduced |
| Zions Bancorporation, N.A. | 560 | $5.73K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 659 | $5.67K | 0.00% | +659 | New |
| ORG Partners LLC | 561 | $5.60K | 0.01% | +561 | New |
| CNB Bank | 535 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 471 | $4.82K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 457 | $4.67K | 0.00% | +457 | New |
| Sugarloaf Wealth Management, LLC | 448 | $4.58K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 441 | $4.51K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 401 | $4.10K | 0.00% | +401 | New |
| Hazlett, Burt & Watson, Inc. | 397 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 390 | $3.99K | 0.00% | +390 | New |
| Frazier Financial Advisors, LLC | 368 | $3.77K | 0.00% | +281+323.0% | Added |
| DecisionPoint Financial, LLC | 372 | $3.69K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 343 | $3.51K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 332 | $3.42K | 0.00% | +332 | New |
| Provenance Wealth Advisors, LLC | 327 | $3.35K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 310 | $3.17K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 301 | $3.00K | 0.00% | +301 | New |
| CVA Family Office, LLC | 245 | $2.51K | 0.00% | +98+66.7% | Added |
| JJJ Advisors Inc. | 244 | $2.50K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 222 | $2.27K | 0.00% | +4+1.8% | Added |
| Avion Wealth | 169 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 192 | $1.96K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 186 | $1.93K | 0.00% | +186 | New |
| Arlington Trust Co LLC | 185 | $1.89K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 166 | $1.70K | 0.00% | +166 | New |
| ClariVest Asset Management LLC | 150 | $1.54K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 139 | $1.42K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $1.25K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $1.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 103 | $1.00K | 0.00% | +103 | New |
| CoreCap Advisors, LLC | 67 | $682 | 0.00% | +67 | New |
| Harbor Investment Advisory, LLC | 54 | $552 | 0.00% | +54 | New |
| 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 |