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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 11,193 | $120.9K | 0.02% | 00.0% | Unchanged |
| AXA S.A. | 11,200 | $121.0K | 0.00% | −1,372−10.9% | Reduced |
| Simon Quick Advisors, LLC | 11,307 | $122.1K | 0.01% | +11,307 | New |
| Atria Wealth Solutions, Inc. | 11,476 | $123.9K | 0.00% | −188−1.6% | Reduced |
| Allworth Financial LP | 11,046 | $124.2K | 0.00% | +533+5.1% | Added |
| Kathmere Capital Management, LLC | 11,630 | $125.6K | 0.01% | +11,630 | New |
| Independent Solutions Wealth Management, LLC | 11,633 | $125.6K | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $126.2K | 0.00% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,697 | $126.3K | 0.02% | −76−0.6% | Reduced |
| Hilltop Holdings Inc. | 11,960 | $129.2K | 0.02% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 12,168 | $131.4K | 0.09% | −32−0.3% | Reduced |
| Sunpointe, LLC | 12,204 | $133.4K | 0.09% | 00.0% | Unchanged |
| Canopy Partners, LLC | 12,472 | $134.7K | 0.06% | +646+5.5% | Added |
| Fountainhead AM, LLC | 12,806 | $138.3K | 0.03% | +12,806 | New |
| Burns Matteson Capital Management, LLC | 12,843 | $138.7K | 0.09% | +633+5.2% | Added |
| Sage Mountain Advisors LLC | 12,911 | $139.4K | 0.01% | +2,081+19.2% | Added |
| TD Asset Management Inc | 13,104 | $141.5K | 0.00% | −1,486−10.2% | Reduced |
| Resources Investment Advisors, LLC. | 13,245 | $143.0K | 0.00% | +13,245 | New |
| Huntington National Bank | 13,334 | $144.0K | 0.00% | +1,253+10.4% | Added |
| Snowden Capital Advisors LLC | 13,224 | $144.0K | 0.00% | +13,224 | New |
| One Wealth Management Investment & Advisory Services, LLC | 13,351 | $144.2K | 0.06% | −1,067−7.4% | Reduced |
| Phoenix Holdings Ltd. | 13,863 | $145.6K | 0.00% | −20,037−59.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 13,607 | $146.4K | 0.03% | −27−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,610 | $147.0K | 0.00% | +3,479+34.3% | Added |
| Farther Finance Advisors, LLC | 13,548 | $147.7K | 0.01% | +2,111+18.5% | Added |
| Xponance, Inc. | 13,687 | $147.8K | 0.00% | +2,397+21.2% | Added |
| Seven Mile Advisory | 13,961 | $150.8K | 0.11% | +320+2.3% | Added |
| Balyasny Asset Management LLC | 13,976 | $150.9K | 0.00% | +13,976 | New |
| Cottonwood Capital Advisors, LLC | 13,894 | $153.7K | 0.12% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 14,909 | $155.1K | 0.03% | +589+4.1% | Added |
| Henry James International Management, Inc. | 14,651 | $158.2K | 0.06% | +14,651 | New |
| Sapient Capital LLC | 14,800 | $161.7K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 17,358 | $163.0K | 0.02% | +79+0.5% | Added |
| LRI Investments, LLC | 15,156 | $163.7K | 0.02% | +15,156 | New |
| Dynamic Advisor Solutions LLC | 15,457 | $166.9K | 0.01% | +15,457 | New |
| Alera Investment Advisors, LLC | 15,925 | $172.0K | 0.02% | +15,925 | New |
| Stratos Wealth Partners, LTD. | 15,945 | $172.2K | 0.00% | −418−2.6% | Reduced |
| Headlands Technologies LLC | 15,990 | $172.7K | 0.02% | +2,790+21.1% | Added |
| Norden Group LLC | 16,095 | $173.8K | 0.04% | −3,620−18.4% | Reduced |
| Flputnam Investment Management Co | 16,365 | $176.7K | 0.00% | +451+2.8% | Added |
| Manchester Capital Management LLC | 16,442 | $177.6K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 16,690 | $184.0K | 0.01% | −97−0.6% | Reduced |
| 9258 Wealth Management, LLC | 17,105 | $184.7K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 17,334 | $187.2K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 17,965 | $194.0K | 0.07% | +918+5.4% | Added |
| Legacy Financial Advisors, Inc. | 18,632 | $201.2K | 0.04% | −226−1.2% | Reduced |
| Sowell Financial Services LLC | 18,535 | $203.0K | 0.01% | +18,535 | New |
| Barometer Capital Management Inc. | 18,800 | $203.0K | 0.08% | +18,800 | New |
| VanderPol Investments L.L.C. | 19,211 | $207.5K | 0.63% | 00.0% | Unchanged |
| Abel Hall, LLC | 19,439 | $209.9K | 0.15% | +1,657+9.3% | Added |
| First Affirmative Financial Network | 19,463 | $210.2K | 0.15% | +938+5.1% | Added |
| Apollon Wealth Management, LLC | 19,644 | $212.2K | 0.01% | +3,350+20.6% | Added |
| Aprio Wealth Management, LLC | 19,666 | $212.4K | 0.04% | +1,996+11.3% | Added |
| Aveo Capital Partners, LLC | 20,154 | $217.7K | 0.02% | −3,475−14.7% | Reduced |
| Resonant Capital Advisors, LLC | 20,535 | $224.4K | 0.02% | +102+0.5% | Added |
| Trust Point Inc. | 21,024 | $227.1K | 0.02% | −1,589−7.0% | Reduced |
| Hardy Reed LLC | 21,034 | $227.2K | 0.02% | +21,034 | New |
| Commerce Bank | 21,162 | $228.5K | 0.00% | +86+0.4% | Added |
| Verus Capital Partners, LLC | 21,200 | $229.0K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 21,464 | $231.8K | 0.01% | −164−0.8% | Reduced |
| Windward Capital Management Co | 22,137 | $239.0K | 0.02% | −3,393−13.3% | Reduced |
| NBC Securities, Inc. | 22,474 | $242.0K | 0.02% | −2,809−11.1% | Reduced |
| Lido Advisors, LLC | 22,193 | $242.2K | 0.00% | +4,954+28.7% | Added |
| Simplicity Wealth,LLC | 22,887 | $247.2K | 0.01% | −42,332−64.9% | Reduced |
| Bleakley Financial Group, LLC | 22,912 | $247.4K | 0.01% | −42,499−65.0% | Reduced |
| FFT Wealth Management LLC | 23,058 | $249.0K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 26,352 | $258.3K | 0.02% | +481+1.9% | Added |
| Walleye Trading LLC | 23,946 | $258.6K | 0.01% | +23,946 | New |
| Beacon Pointe Advisors, LLC | 24,094 | $260.2K | 0.00% | +5,094+26.8% | Added |
| Cromwell Holdings LLC | 24,134 | $260.6K | 0.16% | +24,134 | New |
| GAMMA Investing LLC | 24,403 | $263.6K | 0.04% | +2,538+11.6% | Added |
| Coldstream Capital Management Inc | 24,619 | $265.9K | 0.01% | +165+0.7% | Added |
| PDS Planning, Inc | 24,716 | $266.9K | 0.03% | −35−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,113 | $271.2K | 0.00% | −4,150−14.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 25,857 | $279.3K | 0.04% | +4,212+19.5% | Added |
| Cozad Asset Management Inc | 25,906 | $279.8K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 25,782 | $285.4K | 0.02% | +8,176+46.4% | Added |
| Lake Street Advisors Group, LLC | 26,246 | $286.6K | 0.01% | −1,213−4.4% | Reduced |
| Wrapmanager Inc | 26,833 | $289.8K | 0.08% | −4,882−15.4% | Reduced |
| Brown Advisory Inc | 26,835 | $289.8K | 0.00% | +11,019+69.7% | Added |
| Prime Capital Investment Advisors, LLC | 26,867 | $290.2K | 0.00% | −34−0.1% | Reduced |
| Seeds Investor LLC | 26,923 | $290.8K | 0.15% | +5,253+24.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,068 | $292.3K | 0.00% | −10,762−28.4% | Reduced |
| Boston Private Wealth LLC | 27,566 | $297.7K | 0.01% | −5,189−15.8% | Reduced |
| Mission Wealth Management, LP | 27,576 | $297.8K | 0.01% | +6,356+30.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 27,972 | $302.1K | 0.01% | +8,310+42.3% | Added |
| 180 Wealth Advisors, LLC | 27,291 | $302.7K | 0.05% | −90−0.3% | Reduced |
| Optas, LLC | 28,298 | $305.6K | 0.08% | −52−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 28,862 | $311.7K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 28,854 | $312.0K | 0.00% | +28,854 | New |
| Pinnacle Associates Ltd | 28,945 | $312.6K | 0.00% | +2,428+9.2% | Added |
| Wedbush Securities Inc | 28,948 | $313.0K | 0.01% | −2,844−8.9% | Reduced |
| Summit Trail Advisors, LLC | 28,916 | $313.2K | 0.01% | +28,916 | New |
| Transamerica Financial Advisors, Inc. | 29,138 | $315.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 29,453 | $318.1K | 0.00% | +16,503+127.4% | Added |
| Portside Wealth Group, LLC | 29,742 | $321.2K | 0.06% | −112−0.4% | Reduced |
| We Are One Seven, LLC | 29,857 | $322.5K | 0.02% | +11,745+64.8% | Added |
| Marex Group plc | 30,350 | $327.8K | 0.01% | +30,350 | New |
| Beverly Hills Private Wealth, LLC | 30,653 | $331.1K | 0.07% | +1,414+4.8% | Added |
| Claro Advisors LLC | 31,131 | $336.2K | 0.05% | +1,098+3.7% | Added |