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 |
|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | 47 | $478 | 0.00% | +47 | New |
| Avion Wealth | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $1.24K | 0.00% | −33−21.3% | Reduced |
| Umb Bank N A | 125 | $1.27K | 0.00% | +125 | New |
| Central Trust Co | 145 | $1.48K | 0.00% | +145 | New |
| CVA Family Office, LLC | 147 | $1.50K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 148 | $1.50K | 0.00% | +148 | New |
| ClariVest Asset Management LLC | 150 | $1.56K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 169 | $1.72K | 0.00% | −108−39.0% | Reduced |
| Arlington Trust Co LLC | 185 | $1.88K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 186 | $1.89K | 0.00% | +186 | New |
| Mendota Financial Group, LLC | 189 | $1.93K | 0.00% | +35+22.7% | Added |
| Motco | 192 | $1.96K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 210 | $2.14K | 0.00% | +210 | New |
| Arrowstreet Capital, Limited Partnership | 34,054 | $2.41K | 0.00% | −350,003−91.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 239 | $2.43K | 0.00% | +239 | New |
| Sound Income Strategies, LLC | 304 | $3.10K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 327 | $3.33K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 339 | $3.45K | 0.00% | +339 | New |
| Sunbelt Securities, Inc. | 343 | $3.49K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 345 | $3.51K | 0.00% | +345 | New |
| Frazier Financial Advisors, LLC | 345 | $3.51K | 0.00% | −246−41.6% | Reduced |
| DecisionPoint Financial, LLC | 372 | $3.79K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 384 | $3.91K | 0.00% | +384 | New |
| Hazlett, Burt & Watson, Inc. | 400 | $4.00K | 0.00% | +3+0.8% | Added |
| Zions Bancorporation, N.A. | 415 | $4.22K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 369 | $4.45K | 0.00% | +49+15.3% | Added |
| Sugarloaf Wealth Management, LLC | 448 | $4.56K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 454 | $4.62K | 0.00% | +13+2.9% | Added |
| HighMark Wealth Management LLC | 457 | $4.65K | 0.00% | +168+58.1% | Added |
| Global Financial Private Client, LLC | 470 | $4.79K | 0.00% | +470 | New |
| Bell Investment Advisors, Inc | 471 | $4.79K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 484 | $4.93K | 0.00% | +484 | New |
| CNB Bank | 535 | $5.45K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 540 | $5.50K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 508 | $5.61K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 594 | $6.05K | 0.00% | +103+21.0% | Added |
| Bruce G. Allen Investments, LLC | 611 | $6.22K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 650 | $6.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 658 | $6.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 671 | $7.05K | 0.00% | +176+35.6% | Added |
| Dunhill Financial, LLC | 717 | $7.30K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 718 | $7.32K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 749 | $7.59K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 787 | $8.01K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 812 | $8.27K | 0.00% | +812 | New |
| Park Place Capital Corp | 834 | $8.49K | 0.00% | −434−34.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,000 | $10.2K | 0.00% | +1,000 | New |
| West Oak Capital, LLC | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,005 | $10.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,019 | $10.4K | 0.00% | −49−4.6% | Reduced |
| Macquarie Group Ltd | 1,097 | $11.0K | 0.00% | −674−38.1% | Reduced |
| Fortitude Family Office, LLC | 1,093 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,158 | $11.8K | 0.00% | +554+91.7% | Added |
| Asset Dedication, LLC | 1,205 | $12.3K | 0.00% | +1,205 | New |
| Mather Group, LLC. | 1,207 | $12.3K | 0.00% | +668+123.9% | Added |
| Reston Wealth Management LLC | 1,224 | $12.5K | 0.00% | +1,224 | New |
| Oakworth Capital, Inc. | 1,253 | $12.8K | 0.00% | +1,253 | New |
| Key Financial Inc | 1,300 | $13.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,333 | $14.0K | 0.00% | −56−4.0% | Reduced |
| FinTrust Capital Advisors, LLC | 1,389 | $14.1K | 0.00% | −698−33.4% | Reduced |
| Ashton Thomas Securities, LLC | 1,455 | $14.8K | 0.00% | +1,455 | New |
| Grove Bank & Trust | 1,561 | $15.9K | 0.00% | +1,561 | New |
| Laurel Wealth Advisors LLC | 1,666 | $17.0K | 0.00% | +1,666 | New |
| Pin Oak Investment Advisors Inc | 1,821 | $18.0K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,173 | $22.1K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,617 | $26.6K | 0.01% | +23+0.9% | Added |
| Capital Analysts, LLC | 2,634 | $27.0K | 0.00% | +2,634 | New |
| Financial Management Professionals, Inc. | 2,779 | $28.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,777 | $28.3K | 0.01% | −61−2.1% | Reduced |
| JFS Wealth Advisors, LLC | 3,483 | $35.5K | 0.00% | +91+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,777 | $38.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,933 | $40.0K | 0.00% | −723−15.5% | Reduced |
| Parkside Financial Bank & Trust | 3,949 | $40.2K | 0.01% | −544−12.1% | Reduced |
| AdvisorNet Financial, Inc | 4,290 | $43.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,592 | $46.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,866 | $49.5K | 0.01% | +257+5.6% | Added |
| Global Retirement Partners, LLC | 5,115 | $52.1K | 0.00% | +179+3.6% | Added |
| IFP Advisors, Inc | 5,249 | $53.4K | 0.00% | +618+13.3% | Added |
| Venturi Wealth Management, LLC | 5,292 | $53.9K | 0.00% | +2,229+72.8% | Added |
| Bryn Mawr Trust Co | 5,393 | $54.9K | 0.00% | +5,393 | New |
| PEAK6 Investments LLC | 6,207 | $63.2K | 0.00% | +1,227+24.6% | Added |
| Principal Securities, Inc. | 6,836 | $69.6K | 0.00% | +770+12.7% | Added |
| Rothschild Investment LLC | 6,882 | $70.1K | 0.00% | +575+9.1% | Added |
| Hexagon Capital Partners LLC | 7,041 | $71.7K | 0.01% | +693+10.9% | Added |
| EverSource Wealth Advisors, LLC | 7,590 | $77.3K | 0.00% | +916+13.7% | Added |
| CIBC Private Wealth Group, LLC | 7,864 | $80.1K | 0.00% | +1,944+32.8% | Added |
| Clearstead Advisors, LLC | 8,281 | $84.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,467 | $86.2K | 0.00% | +8,467 | New |
| Simplex Trading, LLC | 8,962 | $91.0K | 0.00% | +4,205+88.4% | Added |
| AXA S.A. | 8,940 | $91.0K | 0.00% | −2,260−20.2% | Reduced |
| Eagle Bay Advisors LLC | 9,236 | $94.0K | 0.04% | −206−2.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,000 | $101.8K | 0.02% | 00.0% | Unchanged |
| Foster Group, Inc. | 10,002 | $101.8K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,036 | $102.2K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,036 | $102.2K | 0.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 10,097 | $102.8K | 0.01% | +93+0.9% | Added |
| Resources Investment Advisors, LLC. | 10,176 | $103.6K | 0.00% | −3,069−23.2% | Reduced |