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, Q2 2024
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Jun 30, 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
- 406
- +30 vs. Q1 2024
- Shares held
- 225.9M
- +545.6K (+0.2%) vs. Q1 2024
- Total value
- $2.42B
- +$113.2M (+4.9%) vs. Q1 2024
- New holders
- 53
- 163 more added
- Sold out
- 23
- 125 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 64,326,461 | $694.7M | 1.34% | −381,146−0.6% | Reduced |
| Bank of America Corp | 20,868,717 | $225.4M | 0.02% | +1,394,025+7.2% | Added |
| Natixis Advisors, L.P. | 12,059,977 | $130.2M | 0.28% | +379,105+3.2% | Added |
| Goldman Sachs Group Inc | 11,908,092 | $128.6M | 0.03% | −1,095,553−8.4% | Reduced |
| Morgan Stanley | 7,440,072 | $80.4M | 0.01% | −151,384−2.0% | Reduced |
| Northern Trust Corp | 6,938,432 | $74.9M | 0.01% | +154,669+2.3% | Added |
| BlackRock Inc. | 6,934,175 | $74.9M | 0.00% | +223,941+3.3% | Added |
| Fisher Asset Management, LLC | 6,785,901 | $73.3M | 0.03% | −29,231−0.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 5,879,191 | $63.5M | 0.20% | +217,799+3.8% | Added |
| Dimensional Fund Advisors LP | 5,684,944 | $61.4M | 0.02% | −202,189−3.4% | Reduced |
| FMR LLC | 5,156,058 | $55.7M | 0.00% | +363,033+7.6% | Added |
| Envestnet Asset Management Inc | 4,440,510 | $48.0M | 0.02% | +135,773+3.2% | Added |
| Royal Bank of Canada | 4,172,749 | $45.1M | 0.01% | −59,915−1.4% | Reduced |
| Todd Asset Management LLC | 4,065,555 | $43.9M | 0.91% | +20,066+0.5% | Added |
| SEI Investments Co | 3,250,210 | $35.1M | 0.05% | +195,882+6.4% | Added |
| Raymond James & Associates | 2,525,821 | $27.3M | 0.02% | +104,256+4.3% | Added |
| Teachers Retirement System of the State of Kentucky | 2,342,140 | $25.3M | 0.23% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,962,717 | $21.2M | 0.01% | +82,798+4.4% | Added |
| Stifel Financial Corp | 1,961,608 | $21.2M | 0.02% | −20,300−1.0% | Reduced |
| American Century Companies Inc | 1,666,310 | $18.0M | 0.01% | +96,645+6.2% | Added |
| Herr Investment Group LLC | 1,410,464 | $15.2M | 4.51% | 00.0% | Unchanged |
| Invesco Ltd. | 1,356,936 | $14.7M | 0.00% | −206,283−13.2% | Reduced |
| Brandes Investment Partners, LP | 1,339,322 | $14.2M | 0.17% | −501,406−27.2% | Reduced |
| Thornburg Investment Management Inc | 1,105,928 | $12.0M | 0.17% | +670,787+154.2% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 1,054,484 | $11.4M | 2.65% | −661,709−38.6% | Reduced |
| Massachusetts Financial Services Co | 993,013 | $10.7M | 0.00% | +52,064+5.5% | Added |
| Federated Hermes, Inc. | 975,661 | $10.5M | 0.02% | +146,904+17.7% | Added |
| Clearbridge Investments, LLC | 894,456 | $9.66M | 0.01% | +2,629+0.3% | Added |
| Edge Capital Group, LLC | 869,248 | $9.39M | 0.45% | +28,592+3.4% | Added |
| CIBC World Markets Inc. | 733,434 | $7.92M | 0.02% | −703−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 720,292 | $7.78M | 0.08% | +57,577+8.7% | Added |
| Crossmark Global Holdings, Inc. | 701,826 | $7.58M | 0.14% | −13,931−1.9% | Reduced |
| UBS Group AG | 686,975 | $7.42M | 0.00% | +25,760+3.9% | Added |
| QRG Capital Management, Inc. | 676,750 | $7.31M | 0.09% | +19,026+2.9% | Added |
| Abn Amro Investment Solutions | 667,500 | $7.21M | 0.13% | −100,900−13.1% | Reduced |
| Cerity Partners LLC | 628,127 | $6.78M | 0.02% | −184,456−22.7% | Reduced |
| Charles Schwab Investment Management Inc | 611,611 | $6.61M | 0.00% | +121,847+24.9% | Added |
| Quantinno Capital Management LP | 606,175 | $6.55M | 0.12% | +96,878+19.0% | Added |
| Guardian Capital Advisors LP | 562,311 | $6.29M | 0.67% | +143,775+34.4% | Added |
| Citigroup Inc | 570,779 | $6.16M | 0.01% | −96,820−14.5% | Reduced |
| Qube Research & Technologies Ltd | 565,396 | $6.11M | 0.01% | −330,258−36.9% | Reduced |
| Creative Planning | 558,157 | $6.03M | 0.01% | +52,261+10.3% | Added |
| M&T Bank Corp | 550,976 | $5.95M | 0.02% | +3,833+0.7% | Added |
| Bank of New York Mellon Corp | 513,398 | $5.54M | 0.00% | +17,906+3.6% | Added |
| Neuberger Berman Group LLC | 506,293 | $5.47M | 0.00% | +59,212+13.2% | Added |
| Penserra Capital Management LLC | 502,017 | $5.42M | 0.07% | +47,654+10.5% | Added |
| Capital Wealth Planning, LLC | 502,017 | $5.42M | 0.06% | +47,654+10.5% | Added |
| Pathstone Holdings, LLC | 481,537 | $5.20M | 0.02% | +56,779+13.4% | Added |
| Foresight Global Investors, Inc. | 434,927 | $4.70M | 2.26% | +71,027+19.5% | Added |
| Boston Common Asset Management, LLC | 420,237 | $4.54M | 0.12% | +16,481+4.1% | Added |
| Veriti Management LLC | 418,950 | $4.52M | 0.28% | +5,178+1.3% | Added |
| HighTower Advisors, LLC | 412,866 | $4.46M | 0.01% | −4,063−1.0% | Reduced |
| Truist Financial Corp | 398,383 | $4.30M | 0.01% | +1,837+0.5% | Added |
| Citadel Advisors LLC | 384,874 | $4.16M | 0.00% | −630,131−62.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 384,057 | $4.15M | 0.00% | +384,057 | New |
| Moran Wealth Management, LLC | 371,724 | $4.01M | 0.13% | +11,086+3.1% | Added |
| Eagle Global Advisors LLC | 365,190 | $3.94M | 0.21% | +14,710+4.2% | Added |
| Dorsey Wright & Associates | 360,264 | $3.89M | 1.01% | −5,652−1.5% | Reduced |
| Augustine Asset Management Inc | 353,572 | $3.82M | 1.47% | +124,668+54.5% | Added |
| Bamco Inc | 343,750 | $3.71M | 0.01% | −116,394−25.3% | Reduced |
| Forum Financial Management, LP | 338,439 | $3.66M | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 314,013 | $3.36M | 0.06% | +16,634+5.6% | Added |
| Brinker Capital Investments, LLC | 298,534 | $3.22M | 0.03% | +16,257+5.8% | Added |
| Orion Portfolio Solutions, LLC | 298,534 | $3.22M | 0.03% | +16,257+5.8% | Added |
| The PNC Financial Services Group, Inc. | 294,986 | $3.19M | 0.00% | −58,779−16.6% | Reduced |
| Mercer Global Advisors Inc | 279,848 | $3.02M | 0.01% | −5,777−2.0% | Reduced |
| Naviter Wealth, LLC | 277,831 | $3.00M | 0.45% | +15,623+6.0% | Added |
| Atria Investments LLC | 261,707 | $2.83M | 0.04% | +1,809+0.7% | Added |
| US Bancorp | 260,013 | $2.81M | 0.00% | +8,156+3.2% | Added |
| Signaturefd, LLC | 247,081 | $2.67M | 0.05% | +3,219+1.3% | Added |
| Synovus Financial Corp | 242,497 | $2.62M | 0.03% | +1,840+0.8% | Added |
| Legacy Wealth Asset Management, LLC | 234,919 | $2.54M | 0.72% | −9,241−3.8% | Reduced |
| Ameriprise Financial Inc | 232,450 | $2.51M | 0.00% | −4,429−1.9% | Reduced |
| Renaissance Technologies LLC | 231,900 | $2.50M | 0.00% | +63,900+38.0% | Added |
| Mariner, LLC | 230,681 | $2.49M | 0.00% | −1,998−0.9% | Reduced |
| Rhumbline Advisers | 226,398 | $2.45M | 0.00% | +157+0.1% | Added |
| Ethic Inc. | 225,880 | $2.44M | 0.06% | +18,194+8.8% | Added |
| Pekin Hardy Strauss, Inc. | 222,900 | $2.41M | 0.33% | +20,000+9.9% | Added |
| BNP Paribas Arbitrage, SA | 213,681 | $2.31M | 0.00% | +27,852+15.0% | Added |
| Ritholtz Wealth Management | 206,831 | $2.23M | 0.07% | +67,036+48.0% | Added |
| Alaethes Wealth LLC | 203,955 | $2.23M | 0.92% | +3,767+1.9% | Added |
| Avantax Advisory Services, Inc. | 206,230 | $2.23M | 0.02% | +206,230 | New |
| Yousif Capital Management, LLC | 205,580 | $2.22M | 0.03% | −7,680−3.6% | Reduced |
| Altman Advisors, Inc. | 202,193 | $2.18M | 1.24% | −2,648−1.3% | Reduced |
| Retireful, LLC | 201,253 | $2.17M | 1.02% | +201,253 | New |
| LPL Financial LLC | 194,247 | $2.10M | 0.00% | +67,272+53.0% | Added |
| Vident Advisory, LLC | 182,307 | $1.97M | 0.05% | +44,356+32.2% | Added |
| JPMorgan Chase & Co | 182,301 | $1.97M | 0.00% | −17,038−8.5% | Reduced |
| Qtron Investments LLC | 172,649 | $1.86M | 0.27% | +14,571+9.2% | Added |
| Wetherby Asset Management Inc | 168,802 | $1.82M | 0.09% | −1,210−0.7% | Reduced |
| Lockheed Martin Investment Management Co | 161,040 | $1.74M | 0.10% | −10,890−6.3% | Reduced |
| AQR Capital Management LLC | 159,255 | $1.72M | 0.00% | +52,915+49.8% | Added |
| TownSquare Capital, LLC | 157,159 | $1.70M | 0.02% | +5,195+3.4% | Added |
| Bessemer Group Inc | 154,385 | $1.67M | 0.00% | +139,525+938.9% | Added |
| Cresset Asset Management, LLC | 148,702 | $1.62M | 0.01% | +44,313+42.4% | Added |
| Sanctuary Advisors, LLC | 163,211 | $1.62M | 0.01% | +163,211 | New |
| Greenleaf Trust | 148,341 | $1.60M | 0.02% | +94+0.1% | Added |
| MML Investors Services, LLC | 132,930 | $1.44M | 0.01% | −5,729−4.1% | Reduced |
| Cetera Investment Advisers | 132,025 | $1.43M | 0.00% | +2,657+2.1% | Added |
| Bailard, Inc. | 130,004 | $1.40M | 0.04% | −982−0.7% | Reduced |