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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 30,896 | $314.5K | 0.01% | −13,613−30.6% | Reduced |
| Shilanski & Associates, Inc. | 31,017 | $315.8K | 0.10% | −1,111−3.5% | Reduced |
| Two Sigma Securities, LLC | 31,094 | $316.5K | 0.02% | +31,094 | New |
| Claro Advisors LLC | 31,272 | $318.3K | 0.04% | +141+0.5% | Added |
| Linden Thomas Advisory Services, LLC | 32,458 | $330.4K | 0.05% | +6,601+25.5% | Added |
| Procyon Private Wealth Partners, LLC | 33,215 | $338.1K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 33,259 | $338.6K | 0.00% | +33,259 | New |
| Cetera Trust Company, N.A | 33,595 | $342.0K | 0.21% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 32,736 | $343.7K | 0.04% | −933−2.8% | Reduced |
| Gallacher Capital Management LLC | 34,198 | $348.1K | 0.16% | −532−1.5% | Reduced |
| State Street Corp | 35,530 | $361.7K | 0.00% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 36,072 | $367.2K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 36,215 | $368.7K | 0.00% | −9,320−20.5% | Reduced |
| Valeo Financial Advisors, LLC | 37,211 | $378.8K | 0.01% | +305+0.8% | Added |
| Marshall Wace, LLP | 38,218 | $389.1K | 0.00% | +38,218 | New |
| Traveka Wealth, LLC | 38,231 | $389.2K | 0.20% | +456+1.2% | Added |
| Susquehanna International Group, LLP | 38,311 | $390.0K | 0.00% | −30,398−44.2% | Reduced |
| Tower Research Capital LLC (TRC) | 38,313 | $390.0K | 0.01% | +32,562+566.2% | Added |
| Summit Trail Advisors, LLC | 38,689 | $393.9K | 0.01% | +9,773+33.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 38,809 | $394.9K | 0.01% | +10,837+38.7% | Added |
| Sage Rhino Capital LLC | 40,919 | $416.6K | 0.09% | −252−0.6% | Reduced |
| Five Oceans Advisors | 41,621 | $423.7K | 0.20% | −6,599−13.7% | Reduced |
| Glenmede Trust Co NA | 42,903 | $436.8K | 0.00% | −1,146−2.6% | Reduced |
| Parallel Advisors, LLC | 43,939 | $447.3K | 0.01% | +5,528+14.4% | Added |
| Financial Counselors Inc | 44,195 | $449.9K | 0.01% | +4,337+10.9% | Added |
| apricus wealth, LLC | 44,475 | $452.8K | 0.30% | 00.0% | Unchanged |
| Successful Portfolios LLC | 44,475 | $452.8K | 0.31% | +50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 44,845 | $456.5K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 45,070 | $458.8K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 45,310 | $461.3K | 0.12% | 00.0% | Unchanged |
| Assetmark, Inc | 46,058 | $468.9K | 0.00% | +3,997+9.5% | Added |
| RNC Capital Management LLC | 44,440 | $480.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 47,382 | $482.4K | 0.07% | +1,037+2.2% | Added |
| Silver Oak Securities, Inc | 47,683 | $483.0K | 0.05% | +47,683 | New |
| Capital Fund Management S.A. | 47,468 | $483.2K | 0.01% | +47,468 | New |
| Hunter Perkins Capital Management, LLC | 47,650 | $485.0K | 0.10% | −4,550−8.7% | Reduced |
| Integrated Wealth Concepts LLC | 48,303 | $491.7K | 0.01% | −406−0.8% | Reduced |
| Blair William & Co | 48,390 | $492.6K | 0.00% | −2,045−4.1% | Reduced |
| Sequoia Financial Advisors, LLC | 48,491 | $493.6K | 0.01% | −5,576−10.3% | Reduced |
| Advisors Asset Management, Inc. | 51,247 | $521.7K | 0.01% | +6,637+14.9% | Added |
| Franklin Resources Inc | 49,208 | $525.5K | 0.00% | +938+1.9% | Added |
| West Family Investments, Inc. | 51,739 | $526.7K | 0.18% | +3,613+7.5% | Added |
| Rockefeller Capital Management L.P. | 53,964 | $549.4K | 0.00% | +5,147+10.5% | Added |
| Russell Investments Group, Ltd. | 54,139 | $551.1K | 0.00% | +14,480+36.5% | Added |
| Fox Run Management, L.L.C. | 55,051 | $560.4K | 0.12% | +55,051 | New |
| Walleye Capital LLC | 58,152 | $592.0K | 0.01% | +17,986+44.8% | Added |
| Callan Capital, LLC | 58,934 | $599.9K | 0.04% | +18,153+44.5% | Added |
| Kovitz Investment Group Partners, LLC | 62,934 | $604.9K | 0.00% | −2,794−4.3% | Reduced |
| HRT Financial LP | 59,562 | $606.0K | 0.00% | +13,734+30.0% | Added |
| Ballentine Partners, LLC | 59,700 | $607.7K | 0.01% | +3,483+6.2% | Added |
| Moors & Cabot, Inc. | 59,750 | $608.3K | 0.03% | −7,250−10.8% | Reduced |
| Anthracite Investment Company, Inc. | 59,942 | $610.2K | 0.29% | 00.0% | Unchanged |
| Marex Group plc | 60,174 | $612.6K | 0.01% | +29,824+98.3% | Added |
| Gordian Capital Singapore Pte Ltd | 60,174 | $612.6K | 0.23% | +14,024+30.4% | Added |
| Headlands Technologies LLC | 60,338 | $614.2K | 0.07% | +44,348+277.3% | Added |
| Benjamin Edwards Inc | 60,706 | $618.0K | 0.01% | +60,706 | New |
| Dorsey & Whitney Trust CO LLC | 61,405 | $625.1K | 0.03% | +843+1.4% | Added |
| New York State Common Retirement Fund | 61,638 | $627.5K | 0.00% | −48,960−44.3% | Reduced |
| Ballast Advisors LLC | 61,790 | $629.0K | 0.19% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 62,332 | $634.5K | 0.10% | −5,878−8.6% | Reduced |
| RSM US Wealth Management LLC | 62,951 | $642.1K | 0.01% | +18,040+40.2% | Added |
| Engineers Gate Manager LP | 64,074 | $652.3K | 0.01% | +32,519+103.1% | Added |
| Balyasny Asset Management LLC | 64,239 | $654.0K | 0.00% | +50,263+359.6% | Added |
| Private Advisor Group, LLC | 65,309 | $664.8K | 0.00% | −6,071−8.5% | Reduced |
| Harbour Capital Advisors, LLC | 65,507 | $668.2K | 0.15% | −6,553−9.1% | Reduced |
| Rehmann Capital Advisory Group | 67,083 | $682.9K | 0.04% | −6,154−8.4% | Reduced |
| GWM Advisors LLC | 67,257 | $684.7K | 0.00% | −6,096−8.3% | Reduced |
| Evergreen Capital Management LLC | 67,451 | $686.7K | 0.02% | +3,423+5.3% | Added |
| Congress Wealth Management LLC | 68,380 | $696.1K | 0.01% | +68,380 | New |
| Oppenheimer Asset Management Inc. | 68,398 | $696.3K | 0.01% | +1,336+2.0% | Added |
| Bank of Montreal | 70,732 | $716.5K | 0.00% | −5,175−6.8% | Reduced |
| Checchi Capital Advisers, LLC | 71,182 | $724.6K | 0.05% | −433−0.6% | Reduced |
| Eagle Asset Management Inc | 63,142 | $728.0K | 0.00% | +6,386+11.3% | Added |
| Barclays PLC | 73,897 | $752.3K | 0.00% | +73,897 | New |
| XTX Topco Ltd | 74,066 | $754.0K | 0.05% | +74,066 | New |
| Te Ahumairangi Investment Management Ltd | 74,517 | $754.0K | 0.13% | +28,500+61.9% | Added |
| Allspring Global Investments Holdings, LLC | 75,887 | $772.5K | 0.00% | +17,933+30.9% | Added |
| Hancock Whitney Corp | 76,069 | $774.4K | 0.02% | −470−0.6% | Reduced |
| Aaron Wealth Advisors | 77,742 | $791.4K | 0.09% | +13,017+20.1% | Added |
| Ewa, LLC | 66,331 | $800.6K | 0.29% | −479−0.7% | Reduced |
| AdvisorShares Investments LLC | 80,264 | $817.1K | 0.16% | −5,142−6.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 80,950 | $824.1K | 0.27% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 82,576 | $841.0K | 0.01% | −16,723−16.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 83,120 | $846.2K | 0.00% | −8,736−9.5% | Reduced |
| Davenport & Co LLC | 87,270 | $888.4K | 0.01% | −15,256−14.9% | Reduced |
| Captrust Financial Advisors | 87,556 | $891.3K | 0.00% | +10,434+13.5% | Added |
| Diversify Wealth Management, LLC | 89,961 | $917.6K | 0.09% | +4,186+4.9% | Added |
| Intrust Bank NA | 91,202 | $928.4K | 0.09% | +2,410+2.7% | Added |
| D. E. Shaw & Co., Inc. | 91,562 | $932.1K | 0.00% | +91,562 | New |
| Quantbot Technologies LP | 91,973 | $936.3K | 0.04% | +42,958+87.6% | Added |
| Confluence Investment Management LLC | 92,783 | $944.5K | 0.01% | −3,277−3.4% | Reduced |
| Atomi Financial Group, Inc. | 93,159 | $948.4K | 0.06% | −33,999−26.7% | Reduced |
| Highland Capital Management, LLC | 98,650 | $1.00M | 0.06% | −400−0.4% | Reduced |
| Whittier Trust Co | 102,935 | $1.05M | 0.01% | +18,495+21.9% | Added |
| Pacer Advisors, Inc. | 104,781 | $1.07M | 0.00% | −2,256−2.1% | Reduced |
| United Capital Financial Advisers, LLC | 104,785 | $1.07M | 0.01% | −1,173−1.1% | Reduced |
| Hantz Financial Services, Inc. | 104,940 | $1.07M | 0.02% | −1,514−1.4% | Reduced |
| Squarepoint Ops LLC | 104,948 | $1.07M | 0.00% | +104,948 | New |
| BTC Capital Management, Inc. | 104,977 | $1.07M | 0.10% | +7,168+7.3% | Added |
| Calamos Wealth Management LLC | 107,763 | $1.10M | 0.06% | +3,085+2.9% | Added |