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, Q3 2024
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Sep 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
- 418
- +17 vs. Q2 2024
- Shares held
- 227.0M
- +9.48M (+4.4%) vs. Q2 2024
- Total value
- $2.31B
- −$15.8M (−0.7%) vs. Q2 2024
- New holders
- 47
- 176 more added
- Sold out
- 30
- 123 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 64,370,272 | $655.3M | 1.19% | +43,811+0.1% | Added |
| Bank of America Corp | 20,422,155 | $207.9M | 0.02% | −446,562−2.1% | Reduced |
| Goldman Sachs Group Inc | 12,945,632 | $131.8M | 0.03% | +1,037,540+8.7% | Added |
| Natixis Advisors, L.P. | 9,343,313 | $95.1M | 0.19% | −2,716,664−22.5% | Reduced |
| Fisher Asset Management, LLC | 7,853,310 | $79.9M | 0.03% | +1,067,409+15.7% | Added |
| Morgan Stanley | 7,366,728 | $75.0M | 0.01% | −73,344−1.0% | Reduced |
| Northern Trust Corp | 7,179,749 | $73.1M | 0.01% | +241,317+3.5% | Added |
| BlackRock, Inc. | 7,041,388 | $71.7M | 0.00% | +7,041,388 | New |
| Chevy Chase Trust Holdings, Inc. | 5,708,571 | $58.1M | 0.18% | −170,620−2.9% | Reduced |
| Dimensional Fund Advisors LP | 5,575,183 | $56.8M | 0.01% | −109,761−1.9% | Reduced |
| FMR LLC | 4,963,431 | $50.5M | 0.00% | −192,627−3.7% | Reduced |
| Envestnet Asset Management Inc | 4,493,081 | $45.7M | 0.01% | +52,571+1.2% | Added |
| Royal Bank of Canada | 4,289,398 | $43.7M | 0.01% | +116,649+2.8% | Added |
| Todd Asset Management LLC | 4,045,625 | $41.2M | 0.96% | −19,930−0.5% | Reduced |
| SEI Investments Co | 4,028,039 | $41.0M | 0.05% | +777,829+23.9% | Added |
| Teachers Retirement System of the State of Kentucky | 2,342,140 | $23.8M | 0.21% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,327,826 | $23.7M | 0.01% | +365,109+18.6% | Added |
| Raymond James & Associates | 1,962,448 | $20.0M | 0.01% | −563,373−22.3% | Reduced |
| Stifel Financial Corp | 1,956,486 | $19.9M | 0.02% | −5,122−0.3% | Reduced |
| American Century Companies Inc | 1,767,520 | $18.0M | 0.01% | +101,210+6.1% | Added |
| Invesco Ltd. | 1,643,385 | $16.7M | 0.00% | +286,449+21.1% | Added |
| Brandes Investment Partners, LP | 1,257,152 | $12.8M | 0.14% | −82,170−6.1% | Reduced |
| Neuberger Berman Group LLC | 1,164,181 | $11.8M | 0.01% | +657,888+129.9% | Added |
| Thornburg Investment Management Inc | 1,116,454 | $11.4M | 0.15% | +10,526+1.0% | Added |
| Citadel Advisors LLC | 1,080,241 | $11.0M | 0.01% | +695,367+180.7% | Added |
| Bank of New York Mellon Corp | 926,722 | $9.43M | 0.00% | +413,324+80.5% | Added |
| Clearbridge Investments, LLC | 897,551 | $9.14M | 0.01% | +3,095+0.3% | Added |
| Edge Capital Group, LLC | 871,985 | $8.88M | 0.39% | +2,737+0.3% | Added |
| Federated Hermes, Inc. | 868,987 | $8.85M | 0.02% | −106,674−10.9% | Reduced |
| Crossmark Global Holdings, Inc. | 866,032 | $8.82M | 0.16% | +164,206+23.4% | Added |
| Cerity Partners LLC | 818,014 | $8.33M | 0.02% | +189,887+30.2% | Added |
| O'Shaughnessy Asset Management, LLC | 761,352 | $8.13M | 0.07% | +41,060+5.7% | Added |
| Massachusetts Financial Services Co | 798,147 | $8.13M | 0.00% | −194,866−19.6% | Reduced |
| Quantinno Capital Management LP | 797,543 | $8.12M | 0.11% | +191,368+31.6% | Added |
| Price T Rowe Associates Inc | 736,976 | $7.50M | 0.00% | +736,976 | New |
| CIBC World Markets Inc. | 732,363 | $7.46M | 0.02% | −1,071−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 699,645 | $7.12M | 0.00% | +88,034+14.4% | Added |
| QRG Capital Management, Inc. | 687,065 | $6.99M | 0.08% | +10,315+1.5% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 672,075 | $6.84M | 1.46% | −382,409−36.3% | Reduced |
| UBS Group AG | 625,086 | $6.36M | 0.00% | −61,889−9.0% | Reduced |
| Creative Planning | 607,686 | $6.19M | 0.01% | +49,529+8.9% | Added |
| Guardian Capital Advisors LP | 600,391 | $6.12M | 0.60% | +38,080+6.8% | Added |
| Abn Amro Investment Solutions | 592,200 | $6.03M | 0.11% | −75,300−11.3% | Reduced |
| Citigroup Inc | 561,062 | $5.71M | 0.01% | −9,717−1.7% | Reduced |
| M&T Bank Corp | 555,675 | $5.66M | 0.02% | +4,699+0.9% | Added |
| Renaissance Technologies LLC | 553,911 | $5.64M | 0.01% | +322,011+138.9% | Added |
| BNP Paribas Arbitrage, SA | 514,746 | $5.24M | 0.01% | +301,065+140.9% | Added |
| Millennium Management LLC | 478,873 | $4.87M | 0.00% | +405,129+549.4% | Added |
| Pathstone Holdings, LLC | 472,032 | $4.81M | 0.02% | −9,505−2.0% | Reduced |
| HighTower Advisors, LLC | 440,317 | $4.49M | 0.01% | +27,451+6.6% | Added |
| Ramirez Asset Management, Inc. | 413,874 | $4.21M | 0.81% | +413,874 | New |
| Boston Common Asset Management, LLC | 411,735 | $4.19M | 0.11% | −8,502−2.0% | Reduced |
| Veriti Management LLC | 410,916 | $4.18M | 0.22% | −8,034−1.9% | Reduced |
| Dorsey Wright & Associates | 403,508 | $4.11M | 0.97% | +43,244+12.0% | Added |
| Truist Financial Corp | 378,367 | $3.85M | 0.01% | −20,016−5.0% | Reduced |
| Moran Wealth Management, LLC | 369,980 | $3.77M | 0.12% | −1,744−0.5% | Reduced |
| Eagle Global Advisors LLC | 361,499 | $3.68M | 0.18% | −3,691−1.0% | Reduced |
| Augustine Asset Management Inc | 358,906 | $3.65M | 1.28% | +5,334+1.5% | Added |
| Qube Research & Technologies Ltd | 351,589 | $3.58M | 0.01% | −213,807−37.8% | Reduced |
| JustInvest LLC | 344,819 | $3.51M | 0.06% | +30,806+9.8% | Added |
| Forum Financial Management, LP | 338,439 | $3.45M | 0.06% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 280,668 | $3.32M | 0.02% | +117,457+72.0% | Added |
| Bessemer Group Inc | 318,958 | $3.25M | 0.01% | +164,573+106.6% | Added |
| Atria Investments LLC | 306,507 | $3.12M | 0.04% | +44,800+17.1% | Added |
| Synovus Financial Corp | 301,550 | $3.07M | 0.04% | +59,053+24.4% | Added |
| The PNC Financial Services Group, Inc. | 301,488 | $3.07M | 0.00% | +6,502+2.2% | Added |
| Bamco Inc | 295,681 | $3.01M | 0.01% | −48,069−14.0% | Reduced |
| TD Asset Management Inc | 295,281 | $2.99M | 0.00% | +282,177+2,153.4% | Added |
| Mercer Global Advisors Inc | 288,880 | $2.95M | 0.01% | +9,032+3.2% | Added |
| Naviter Wealth, LLC | 278,721 | $2.84M | 0.39% | +890+0.3% | Added |
| Capital Wealth Planning, LLC | 277,670 | $2.83M | 0.03% | −224,347−44.7% | Reduced |
| Samlyn Capital, LLC | 269,582 | $2.74M | 0.04% | +269,582 | New |
| US Bancorp | 267,689 | $2.73M | 0.00% | +7,676+3.0% | Added |
| Pekin Hardy Strauss, Inc. | 265,775 | $2.71M | 0.35% | +42,875+19.2% | Added |
| JPMorgan Chase & Co | 258,298 | $2.63M | 0.00% | +75,997+41.7% | Added |
| Signaturefd, LLC | 253,409 | $2.58M | 0.05% | +6,328+2.6% | Added |
| Brinker Capital Investments, LLC | 252,466 | $2.57M | 0.03% | −46,068−15.4% | Reduced |
| Orion Portfolio Solutions, LLC | 252,466 | $2.57M | 0.03% | −46,068−15.4% | Reduced |
| Ameriprise Financial Inc | 240,033 | $2.44M | 0.00% | +7,583+3.3% | Added |
| Ritholtz Wealth Management | 236,468 | $2.41M | 0.07% | +29,637+14.3% | Added |
| Legacy Wealth Asset Management, LLC | 235,210 | $2.39M | 0.64% | +291+0.1% | Added |
| Rhumbline Advisers | 233,743 | $2.38M | 0.00% | +7,345+3.2% | Added |
| Mariner, LLC | 233,372 | $2.37M | 0.00% | +2,691+1.2% | Added |
| LPL Financial LLC | 218,088 | $2.22M | 0.00% | +23,841+12.3% | Added |
| Vident Advisory, LLC | 217,283 | $2.21M | 0.06% | +34,976+19.2% | Added |
| Alaethes Wealth LLC | 213,866 | $2.18M | 0.80% | +9,911+4.9% | Added |
| Avantax Advisory Services, Inc. | 210,825 | $2.15M | 0.01% | +4,595+2.2% | Added |
| Ethic Inc. | 207,686 | $2.12M | 0.05% | −18,194−8.1% | Reduced |
| Altman Advisors, Inc. | 202,665 | $2.06M | 0.92% | +472+0.2% | Added |
| Exencial Wealth Advisors, LLC | 194,334 | $1.98M | 0.07% | +87,429+81.8% | Added |
| AQR Capital Management LLC | 192,032 | $1.95M | 0.00% | +32,777+20.6% | Added |
| Yousif Capital Management, LLC | 188,032 | $1.91M | 0.02% | −17,548−8.5% | Reduced |
| Cresset Asset Management, LLC | 180,695 | $1.84M | 0.01% | +31,993+21.5% | Added |
| Qtron Investments LLC | 172,649 | $1.76M | 0.24% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 171,978 | $1.75M | 0.02% | +171,978 | New |
| Wetherby Asset Management Inc | 165,432 | $1.68M | 0.08% | −3,370−2.0% | Reduced |
| TownSquare Capital, LLC | 159,859 | $1.63M | 0.02% | +2,700+1.7% | Added |
| Rokos Capital Management LLP | 159,784 | $1.63M | 0.06% | +159,784 | New |
| Greenleaf Trust | 152,105 | $1.55M | 0.01% | +3,764+2.5% | Added |
| Lockheed Martin Investment Management Co | 150,370 | $1.53M | 0.07% | −10,670−6.6% | Reduced |