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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 11,476 | $123.9K | 0.00% | −188−1.6% | Reduced |
| Simon Quick Advisors, LLC | 11,307 | $122.1K | 0.01% | +11,307 | New |
| AXA S.A. | 11,200 | $121.0K | 0.00% | −1,372−10.9% | Reduced |
| Principal Street Partners, LLC | 11,193 | $120.9K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,181 | $120.8K | 0.00% | +11,181 | New |
| Waldron Private Wealth LLC | 10,774 | $116.4K | 0.01% | +183+1.7% | Added |
| Vista Wealth Management Group, LLC | 10,724 | $115.8K | 0.01% | +10,724 | New |
| Whittier Trust Co of Nevada Inc | 10,687 | $115.4K | 0.00% | +6,899+182.1% | Added |
| Vanguard Capital Wealth Advisors | 10,450 | $112.9K | 0.08% | −3,550−25.4% | Reduced |
| Blue Barn Wealth, LLC | 10,443 | $112.8K | 0.06% | −68−0.6% | Reduced |
| Keybank National Association | 10,355 | $111.8K | 0.00% | +10,355 | New |
| NewEdge Wealth, LLC | 10,297 | $111.2K | 0.00% | −695−6.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,262 | $110.8K | 0.00% | +10,262 | New |
| Sym Financial Corp | 10,112 | $109.2K | 0.02% | +10,112 | New |
| Alliance Wealth Advisors, LLC | 10,051 | $108.6K | 0.03% | +10,051 | 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 |
| Camden Capital, LLC | 10,004 | $108.0K | 0.01% | +10,004 | New |
| Foster Group, Inc. | 10,002 | $108.0K | 0.00% | +10,002 | New |
| Onyx Bridge Wealth Group LLC | 10,000 | $108.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9,442 | $102.0K | 0.06% | +8,867+1,542.1% | Added |
| Clearstead Advisors, LLC | 8,281 | $89.4K | 0.00% | +8,281 | New |
| Ashton Thomas Private Wealth, LLC | 7,939 | $85.7K | 0.00% | +7,939 | New |
| EverSource Wealth Advisors, LLC | 6,674 | $77.5K | 0.01% | +804+13.7% | Added |
| Hexagon Capital Partners LLC | 6,348 | $68.6K | 0.01% | −222−3.4% | Reduced |
| Rothschild Investment LLC | 6,307 | $68.1K | 0.00% | +2,394+61.2% | Added |
| CIBC Private Wealth Group, LLC | 5,920 | $66.3K | 0.00% | +649+12.3% | Added |
| Principal Securities, Inc. | 6,066 | $65.5K | 0.00% | +687+12.8% | Added |
| Tower Research Capital LLC (TRC) | 5,751 | $62.1K | 0.00% | −11,850−67.3% | Reduced |
| PEAK6 Investments LLC | 4,980 | $53.8K | 0.00% | −159,165−97.0% | Reduced |
| Global Retirement Partners, LLC | 4,936 | $53.3K | 0.00% | −3,736−43.1% | Reduced |
| Family Firm, Inc. | 4,907 | $53.0K | 0.01% | +4,907 | New |
| Jones Financial Companies LLLP | 4,850 | $52.4K | 0.00% | +2,603+115.8% | Added |
| Simplex Trading, LLC | 4,757 | $51.0K | 0.00% | −15,105−76.0% | Reduced |
| TD Private Client Wealth LLC | 4,656 | $50.3K | 0.00% | +314+7.2% | Added |
| IFP Advisors, Inc | 4,631 | $50.0K | 0.00% | +4,038+680.9% | Added |
| Addison Advisors LLC | 4,609 | $49.8K | 0.02% | +2,546+123.4% | Added |
| Deutsche Bank AG | 4,592 | $49.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,493 | $48.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,290 | $46.3K | 0.00% | +2,848+197.5% | Added |
| EntryPoint Capital, LLC | 3,783 | $40.9K | 0.02% | +1,630+75.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,777 | $40.8K | 0.00% | −644−14.6% | Reduced |
| JFS Wealth Advisors, LLC | 3,392 | $36.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,063 | $33.1K | 0.00% | +3,063 | New |
| Boyd Watterson Asset Management LLC | 2,838 | $30.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,779 | $30.0K | 0.00% | +2,676+2,598.1% | Added |
| Rise Advisors, LLC | 2,594 | $28.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,226 | $24.0K | 0.01% | −39−1.7% | Reduced |
| Redmont Wealth Advisors LLC | 2,173 | $23.5K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,087 | $22.5K | 0.00% | +313+17.6% | Added |
| Pin Oak Investment Advisors Inc | 1,821 | $20.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,771 | $19.0K | 0.00% | +38+2.2% | Added |
| CWM, LLC | 1,389 | $15.0K | 0.00% | +482+53.1% | Added |
| Key Financial Inc | 1,300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,268 | $13.7K | 0.00% | −117−8.4% | Reduced |
| Fortitude Family Office, LLC | 1,093 | $11.8K | 0.01% | +1,093 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,068 | $11.5K | 0.00% | +88+9.0% | Added |
| Montag A & Associates Inc | 1,005 | $10.9K | 0.00% | −206−17.0% | Reduced |
| 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 |
| Hanson & Doremus Investment Management | 924 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 787 | $8.50K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 749 | $8.09K | 0.00% | +749 | New |
| TD Waterhouse Canada Inc. | 718 | $7.82K | 0.00% | +718 | New |
| Dunhill Financial, LLC | 717 | $7.74K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 658 | $7.11K | 0.00% | −4−0.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 650 | $7.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 611 | $6.60K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 604 | $6.58K | 0.00% | −306−33.6% | Reduced |
| Frazier Financial Advisors, LLC | 591 | $6.38K | 0.01% | +223+60.6% | Added |
| Pinnacle Bancorp, Inc. | 540 | $5.83K | 0.00% | −147−21.4% | Reduced |
| CNB Bank | 535 | $5.78K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 539 | $5.51K | 0.00% | −120−18.2% | Reduced |
| Westside Investment Management, Inc. | 508 | $5.49K | 0.00% | +508 | New |
| Highline Wealth Partners LLC | 491 | $5.30K | 0.00% | +491 | New |
| ORG Partners LLC | 484 | $5.27K | 0.00% | −77−13.7% | Reduced |
| Bell Investment Advisors, Inc | 471 | $5.09K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 503 | $5.00K | 0.00% | +503 | New |
| Sugarloaf Wealth Management, LLC | 448 | $4.84K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 441 | $4.76K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 495 | $4.70K | 0.00% | +495 | New |
| Zions Bancorporation, N.A. | 415 | $4.48K | 0.00% | −145−25.9% | Reduced |
| DecisionPoint Financial, LLC | 372 | $4.32K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 390 | $4.21K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 378 | $4.08K | 0.00% | +239+171.9% | Added |
| Hazlett, Burt & Watson, Inc. | 397 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 343 | $3.70K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 327 | $3.53K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 320 | $3.46K | 0.00% | −12−3.6% | Reduced |
| Sound Income Strategies, LLC | 304 | $3.28K | 0.00% | +304 | New |
| HighMark Wealth Management LLC | 289 | $3.12K | 0.00% | +123+74.1% | Added |
| WR Wealth Planners, LLC | 277 | $2.99K | 0.00% | −124−30.9% | Reduced |
| JJJ Advisors Inc. | 244 | $2.64K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 222 | $2.40K | 0.00% | 00.0% | Unchanged |
| Motco | 192 | $2.07K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 185 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 155 | $1.67K | 0.00% | +33+27.0% | Added |
| Mendota Financial Group, LLC | 154 | $1.66K | 0.00% | +154 | New |
| CVA Family Office, LLC | 147 | $1.59K | 0.00% | −98−40.0% | Reduced |
| ClariVest Asset Management LLC | 150 | $1.56K | 0.00% | 00.0% | Unchanged |