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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 2 | $22 | 0.00% | −1,457−99.9% | Reduced |
| Avion Wealth | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $1.18K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 136 | $1.47K | 0.00% | +136 | New |
| ClariVest Asset Management LLC | 150 | $1.56K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 147 | $1.59K | 0.00% | −98−40.0% | Reduced |
| Mendota Financial Group, LLC | 154 | $1.66K | 0.00% | +154 | New |
| Kayne Anderson Rudnick Investment Management LLC | 155 | $1.67K | 0.00% | +33+27.0% | Added |
| Arlington Trust Co LLC | 185 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 192 | $2.07K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 222 | $2.40K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 244 | $2.64K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 277 | $2.99K | 0.00% | −124−30.9% | Reduced |
| HighMark Wealth Management LLC | 289 | $3.12K | 0.00% | +123+74.1% | Added |
| Sound Income Strategies, LLC | 304 | $3.28K | 0.00% | +304 | New |
| Continuum Advisory, LLC | 320 | $3.46K | 0.00% | −12−3.6% | Reduced |
| Provenance Wealth Advisors, LLC | 327 | $3.53K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 343 | $3.70K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 397 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 378 | $4.08K | 0.00% | +239+171.9% | Added |
| First Financial Corp | 390 | $4.21K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 372 | $4.32K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 415 | $4.48K | 0.00% | −145−25.9% | Reduced |
| Cornerstone Planning Group LLC | 495 | $4.70K | 0.00% | +495 | New |
| Harbour Investments, Inc. | 441 | $4.76K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 448 | $4.84K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 503 | $5.00K | 0.00% | +503 | New |
| Bell Investment Advisors, Inc | 471 | $5.09K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 484 | $5.27K | 0.00% | −77−13.7% | Reduced |
| Highline Wealth Partners LLC | 491 | $5.30K | 0.00% | +491 | New |
| Westside Investment Management, Inc. | 508 | $5.49K | 0.00% | +508 | New |
| Mather Group, LLC. | 539 | $5.51K | 0.00% | −120−18.2% | Reduced |
| CNB Bank | 535 | $5.78K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 540 | $5.83K | 0.00% | −147−21.4% | Reduced |
| Frazier Financial Advisors, LLC | 591 | $6.38K | 0.01% | +223+60.6% | Added |
| Rosenberg Matthew Hamilton | 604 | $6.58K | 0.00% | −306−33.6% | Reduced |
| Bruce G. Allen Investments, LLC | 611 | $6.60K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 650 | $7.02K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 658 | $7.11K | 0.00% | −4−0.6% | Reduced |
| Dunhill Financial, LLC | 717 | $7.74K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 718 | $7.82K | 0.00% | +718 | New |
| Coppell Advisory Solutions LLC | 749 | $8.09K | 0.00% | +749 | New |
| Salem Investment Counselors Inc | 787 | $8.50K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 924 | $10.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,000 | $10.8K | 0.00% | +1,000 | New |
| Montag A & Associates Inc | 1,005 | $10.9K | 0.00% | −206−17.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,068 | $11.5K | 0.00% | +88+9.0% | Added |
| Fortitude Family Office, LLC | 1,093 | $11.8K | 0.01% | +1,093 | New |
| Park Place Capital Corp | 1,268 | $13.7K | 0.00% | −117−8.4% | Reduced |
| Key Financial Inc | 1,300 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,389 | $15.0K | 0.00% | +482+53.1% | Added |
| Macquarie Group Ltd | 1,771 | $19.0K | 0.00% | +38+2.2% | Added |
| Pin Oak Investment Advisors Inc | 1,821 | $20.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,087 | $22.5K | 0.00% | +313+17.6% | Added |
| Redmont Wealth Advisors LLC | 2,173 | $23.5K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,226 | $24.0K | 0.01% | −39−1.7% | Reduced |
| Rise Advisors, LLC | 2,594 | $28.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,779 | $30.0K | 0.00% | +2,676+2,598.1% | Added |
| Boyd Watterson Asset Management LLC | 2,838 | $30.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,063 | $33.1K | 0.00% | +3,063 | New |
| JFS Wealth Advisors, LLC | 3,392 | $36.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,777 | $40.8K | 0.00% | −644−14.6% | Reduced |
| EntryPoint Capital, LLC | 3,783 | $40.9K | 0.02% | +1,630+75.7% | Added |
| AdvisorNet Financial, Inc | 4,290 | $46.3K | 0.00% | +2,848+197.5% | Added |
| Parkside Financial Bank & Trust | 4,493 | $48.5K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,592 | $49.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,609 | $49.8K | 0.02% | +2,546+123.4% | Added |
| IFP Advisors, Inc | 4,631 | $50.0K | 0.00% | +4,038+680.9% | Added |
| TD Private Client Wealth LLC | 4,656 | $50.3K | 0.00% | +314+7.2% | Added |
| Simplex Trading, LLC | 4,757 | $51.0K | 0.00% | −15,105−76.0% | Reduced |
| Jones Financial Companies LLLP | 4,850 | $52.4K | 0.00% | +2,603+115.8% | Added |
| Family Firm, Inc. | 4,907 | $53.0K | 0.01% | +4,907 | New |
| Global Retirement Partners, LLC | 4,936 | $53.3K | 0.00% | −3,736−43.1% | Reduced |
| PEAK6 Investments LLC | 4,980 | $53.8K | 0.00% | −159,165−97.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,751 | $62.1K | 0.00% | −11,850−67.3% | Reduced |
| Principal Securities, Inc. | 6,066 | $65.5K | 0.00% | +687+12.8% | Added |
| CIBC Private Wealth Group, LLC | 5,920 | $66.3K | 0.00% | +649+12.3% | Added |
| Rothschild Investment LLC | 6,307 | $68.1K | 0.00% | +2,394+61.2% | Added |
| Hexagon Capital Partners LLC | 6,348 | $68.6K | 0.01% | −222−3.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,674 | $77.5K | 0.01% | +804+13.7% | Added |
| Ashton Thomas Private Wealth, LLC | 7,939 | $85.7K | 0.00% | +7,939 | New |
| Clearstead Advisors, LLC | 8,281 | $89.4K | 0.00% | +8,281 | New |
| Eagle Bay Advisors LLC | 9,442 | $102.0K | 0.06% | +8,867+1,542.1% | Added |
| Onyx Bridge Wealth Group LLC | 10,000 | $108.0K | 0.02% | 00.0% | Unchanged |
| Foster Group, Inc. | 10,002 | $108.0K | 0.00% | +10,002 | New |
| Camden Capital, LLC | 10,004 | $108.0K | 0.01% | +10,004 | New |
| Prelude Capital Management, LLC | 10,036 | $108.4K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,036 | $108.4K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 10,051 | $108.6K | 0.03% | +10,051 | New |
| Sym Financial Corp | 10,112 | $109.2K | 0.02% | +10,112 | New |
| Cary Street Partner Investment Advisory LLC | 10,262 | $110.8K | 0.00% | +10,262 | New |
| NewEdge Wealth, LLC | 10,297 | $111.2K | 0.00% | −695−6.3% | Reduced |
| Keybank National Association | 10,355 | $111.8K | 0.00% | +10,355 | New |
| Blue Barn Wealth, LLC | 10,443 | $112.8K | 0.06% | −68−0.6% | Reduced |
| Vanguard Capital Wealth Advisors | 10,450 | $112.9K | 0.08% | −3,550−25.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,687 | $115.4K | 0.00% | +6,899+182.1% | Added |
| Vista Wealth Management Group, LLC | 10,724 | $115.8K | 0.01% | +10,724 | New |
| Waldron Private Wealth LLC | 10,774 | $116.4K | 0.01% | +183+1.7% | Added |
| Brighton Jones LLC | 11,181 | $120.8K | 0.00% | +11,181 | New |