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 |
|---|---|---|---|---|---|
| Blue Barn Wealth, LLC | 10,444 | $106.3K | 0.05% | +10.0% | Added |
| Burns Matteson Capital Management, LLC | 10,763 | $109.6K | 0.06% | −2,080−16.2% | Reduced |
| Alliance Wealth Advisors, LLC | 10,782 | $109.8K | 0.03% | +731+7.3% | Added |
| Walleye Trading LLC | 10,946 | $111.4K | 0.00% | −13,000−54.3% | Reduced |
| Atria Wealth Solutions, Inc. | 10,952 | $111.5K | 0.00% | −524−4.6% | Reduced |
| We Are One Seven, LLC | 11,347 | $115.5K | 0.00% | −18,510−62.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 11,633 | $118.4K | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $118.9K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 11,742 | $119.5K | 0.00% | +968+9.0% | Added |
| Brighton Jones LLC | 11,746 | $119.6K | 0.00% | +565+5.1% | Added |
| Principal Street Partners, LLC | 11,193 | $120.9K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 12,005 | $122.2K | 0.01% | +12,005 | New |
| Vista Wealth Management Group, LLC | 12,172 | $123.9K | 0.01% | +1,448+13.5% | Added |
| Sunpointe, LLC | 12,204 | $124.2K | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 12,385 | $126.1K | 0.02% | −4,720−27.6% | Reduced |
| Jones Financial Companies LLLP | 12,640 | $128.3K | 0.00% | +7,790+160.6% | Added |
| Fountainhead AM, LLC | 12,806 | $130.4K | 0.03% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 12,168 | $131.4K | 0.10% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 12,960 | $131.9K | 0.00% | +2,663+25.9% | Added |
| Sage Mountain Advisors LLC | 13,031 | $132.7K | 0.01% | +120+0.9% | Added |
| Canopy Partners, LLC | 13,053 | $132.9K | 0.06% | +581+4.7% | Added |
| Snowden Capital Advisors LLC | 13,132 | $133.7K | 0.00% | −92−0.7% | Reduced |
| Simon Quick Advisors, LLC | 13,189 | $134.3K | 0.01% | +1,882+16.6% | Added |
| Walkner Condon Financial Advisors LLC | 13,338 | $135.8K | 0.03% | −269−2.0% | Reduced |
| Brown Advisory Inc | 13,435 | $136.8K | 0.00% | −13,400−49.9% | Reduced |
| Kathmere Capital Management, LLC | 13,607 | $138.5K | 0.01% | +1,977+17.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,714 | $140.0K | 0.00% | +104+0.8% | Added |
| Farther Finance Advisors, LLC | 13,781 | $140.3K | 0.01% | +233+1.7% | Added |
| Cottonwood Capital Advisors, LLC | 13,894 | $141.4K | 0.10% | 00.0% | Unchanged |
| Sym Financial Corp | 14,275 | $145.3K | 0.02% | +4,163+41.2% | Added |
| Seven Mile Advisory | 14,318 | $145.8K | 0.10% | +357+2.6% | Added |
| EntryPoint Capital, LLC | 14,593 | $148.6K | 0.08% | +10,810+285.8% | Added |
| Henry James International Management, Inc. | 14,651 | $149.1K | 0.05% | 00.0% | Unchanged |
| Sapient Capital LLC | 14,800 | $150.7K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 14,972 | $152.4K | 0.00% | +1,285+9.4% | Added |
| Huntington National Bank | 15,104 | $153.8K | 0.00% | +1,770+13.3% | Added |
| Stratos Wealth Partners, LTD. | 15,508 | $157.9K | 0.00% | −437−2.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,741 | $160.2K | 0.00% | +5,054+47.3% | Added |
| Dynamic Advisor Solutions LLC | 15,770 | $160.5K | 0.00% | +313+2.0% | Added |
| Flputnam Investment Management Co | 16,062 | $163.5K | 0.00% | −303−1.9% | Reduced |
| Allworth Financial LP | 16,148 | $164.4K | 0.00% | +5,102+46.2% | Added |
| Manchester Capital Management LLC | 16,442 | $167.4K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 16,467 | $167.6K | 0.00% | +6,112+59.0% | Added |
| Commerce Bank | 16,600 | $169.0K | 0.00% | −4,562−21.6% | Reduced |
| Hilltop Holdings Inc. | 17,019 | $173.3K | 0.01% | +5,059+42.3% | Added |
| Pinnacle Associates Ltd | 20,240 | $174.3K | 0.00% | −8,705−30.1% | Reduced |
| Fidelis Capital Partners, LLC | 17,310 | $176.6K | 0.02% | −48−0.3% | Reduced |
| Verus Capital Partners, LLC | 17,500 | $178.2K | 0.02% | −3,700−17.5% | Reduced |
| LRI Investments, LLC | 15,156 | $182.9K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 18,102 | $184.3K | 0.00% | +18,102 | New |
| Catalina Capital Group, LLC | 18,252 | $185.8K | 0.06% | +287+1.6% | Added |
| First Affirmative Financial Network | 18,388 | $187.2K | 0.10% | −1,075−5.5% | Reduced |
| HighPoint Advisor Group LLC | 17,636 | $188.0K | 0.01% | +946+5.7% | Added |
| Cozad Asset Management Inc | 18,678 | $190.1K | 0.02% | −7,228−27.9% | Reduced |
| Barometer Capital Management Inc. | 18,800 | $191.4K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 18,886 | $192.3K | 0.00% | −2,578−12.0% | Reduced |
| Ieq Capital, LLC | 19,491 | $198.4K | 0.00% | +2,157+12.4% | Added |
| VanderPol Investments L.L.C. | 19,831 | $201.9K | 0.45% | +620+3.2% | Added |
| Apollon Wealth Management, LLC | 19,975 | $203.3K | 0.01% | +331+1.7% | Added |
| Legacy Financial Advisors, Inc. | 20,000 | $203.6K | 0.03% | +1,368+7.3% | Added |
| Aprio Wealth Management, LLC | 20,069 | $204.3K | 0.03% | +403+2.0% | Added |
| Aveo Capital Partners, LLC | 20,154 | $205.2K | 0.02% | 00.0% | Unchanged |
| Abel Hall, LLC | 20,388 | $207.6K | 0.14% | +949+4.9% | Added |
| Resonant Capital Advisors, LLC | 20,535 | $209.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,539 | $209.1K | 0.00% | −15,447−42.9% | Reduced |
| Hardy Reed LLC | 20,800 | $211.7K | 0.02% | −234−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,730 | $221.2K | 0.00% | −5,338−19.7% | Reduced |
| Windward Capital Management Co | 21,866 | $222.6K | 0.02% | −271−1.2% | Reduced |
| Trust Point Inc. | 21,912 | $223.1K | 0.02% | +888+4.2% | Added |
| NBC Securities, Inc. | 22,005 | $224.0K | 0.02% | −469−2.1% | Reduced |
| Wrapmanager Inc | 22,315 | $227.2K | 0.06% | −4,518−16.8% | Reduced |
| FFT Wealth Management LLC | 23,058 | $234.7K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 23,463 | $238.9K | 0.00% | +1,270+5.7% | Added |
| Cromwell Holdings LLC | 24,134 | $245.7K | 0.16% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 24,138 | $245.7K | 0.05% | −6,515−21.3% | Reduced |
| PDS Planning, Inc | 24,347 | $247.9K | 0.02% | −369−1.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 24,471 | $249.1K | 0.02% | −4,391−15.2% | Reduced |
| Norden Group LLC | 24,856 | $253.0K | 0.03% | +8,761+54.4% | Added |
| Advisor Group Holdings, Inc. | 24,940 | $253.9K | 0.00% | −4,513−15.3% | Reduced |
| Bleakley Financial Group, LLC | 25,613 | $260.7K | 0.01% | +2,701+11.8% | Added |
| Prime Capital Investment Advisors, LLC | 26,044 | $265.1K | 0.00% | −823−3.1% | Reduced |
| Lake Street Advisors Group, LLC | 26,146 | $266.2K | 0.01% | −100−0.4% | Reduced |
| Keel Point, LLC | 26,215 | $266.9K | 0.02% | −137−0.5% | Reduced |
| Smartleaf Asset Management LLC | 26,548 | $268.9K | 0.03% | +11,639+78.1% | Added |
| 180 Wealth Advisors, LLC | 26,558 | $270.4K | 0.04% | −733−2.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 26,699 | $272.0K | 0.03% | −2,439−8.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,934 | $274.2K | 0.00% | +1,821+7.3% | Added |
| Diversify Advisory Services, LLC | 26,537 | $281.0K | 0.02% | −9,433−26.2% | Reduced |
| Denali Advisors LLC | 27,909 | $284.1K | 0.03% | +27,909 | New |
| GAMMA Investing LLC | 28,269 | $287.8K | 0.03% | +3,866+15.8% | Added |
| Optas, LLC | 28,536 | $290.5K | 0.07% | +238+0.8% | Added |
| Wedmont Private Capital | 28,094 | $291.3K | 0.02% | +2,312+9.0% | Added |
| Coldstream Capital Management Inc | 29,189 | $297.1K | 0.01% | +4,570+18.6% | Added |
| Clarius Group, LLC | 29,313 | $298.4K | 0.02% | −2,381−7.5% | Reduced |
| Lindbrook Capital, LLC | 29,766 | $303.0K | 0.03% | −3,022−9.2% | Reduced |
| Everpar Advisors LLC | 29,842 | $303.8K | 0.16% | −5,717−16.1% | Reduced |
| Wealth Alliance | 29,963 | $305.0K | 0.04% | +29,963 | New |
| Portside Wealth Group, LLC | 30,093 | $306.3K | 0.05% | +351+1.2% | Added |
| Mission Wealth Management, LP | 30,291 | $308.4K | 0.01% | +2,715+9.8% | Added |
| Seeds Investor LLC | 30,828 | $313.8K | 0.12% | +3,905+14.5% | Added |