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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 108,084 | $1.10M | 0.00% | +6,663+6.6% | Added |
| Tocqueville Asset Management L.P. | 109,720 | $1.12M | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 109,951 | $1.12M | 0.08% | −202−0.2% | Reduced |
| Quadrant Capital Group LLC | 111,248 | $1.13M | 0.08% | −1,600−1.4% | Reduced |
| 17 Capital Partners, LLC | 111,683 | $1.14M | 0.74% | 00.0% | Unchanged |
| Henshaw Capital LLC | 114,201 | $1.16M | 0.05% | +74,614+188.5% | Added |
| Aquatic Capital Management LLC | 114,300 | $1.16M | 0.03% | +38,800+51.4% | Added |
| CI Private Wealth, LLC | 114,575 | $1.17M | 0.00% | −4,997−4.2% | Reduced |
| Fifth Third Bancorp | 116,029 | $1.18M | 0.00% | +631+0.5% | Added |
| Janney Montgomery Scott LLC | 118,568 | $1.21M | 0.00% | +13,196+12.5% | Added |
| Vise Technologies, Inc. | 118,676 | $1.21M | 0.15% | +64,602+119.5% | Added |
| Cetera Investment Advisers | 124,290 | $1.27M | 0.00% | −7,735−5.9% | Reduced |
| CAPROCK Group, Inc. | 129,491 | $1.32M | 0.05% | +129,491 | New |
| Bailard, Inc. | 130,927 | $1.33M | 0.03% | +923+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 131,700 | $1.34M | 0.01% | +131,700 | New |
| Ronald Blue Trust, Inc. | 125,734 | $1.36M | 0.02% | +62,449+98.7% | Added |
| MML Investors Services, LLC | 137,065 | $1.40M | 0.01% | +4,135+3.1% | Added |
| Foresight Global Investors, Inc. | 138,749 | $1.41M | 0.77% | −296,178−68.1% | Reduced |
| Lockheed Martin Investment Management Co | 150,370 | $1.53M | 0.07% | −10,670−6.6% | Reduced |
| Greenleaf Trust | 152,105 | $1.55M | 0.01% | +3,764+2.5% | Added |
| Rokos Capital Management LLP | 159,784 | $1.63M | 0.06% | +159,784 | New |
| TownSquare Capital, LLC | 159,859 | $1.63M | 0.02% | +2,700+1.7% | Added |
| Wetherby Asset Management Inc | 165,432 | $1.68M | 0.08% | −3,370−2.0% | Reduced |
| Madison Asset Management, LLC | 171,978 | $1.75M | 0.02% | +171,978 | New |
| Qtron Investments LLC | 172,649 | $1.76M | 0.24% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 180,695 | $1.84M | 0.01% | +31,993+21.5% | Added |
| Yousif Capital Management, LLC | 188,032 | $1.91M | 0.02% | −17,548−8.5% | Reduced |
| AQR Capital Management LLC | 192,032 | $1.95M | 0.00% | +32,777+20.6% | Added |
| Exencial Wealth Advisors, LLC | 194,334 | $1.98M | 0.07% | +87,429+81.8% | Added |
| Altman Advisors, Inc. | 202,665 | $2.06M | 0.92% | +472+0.2% | Added |
| Ethic Inc. | 207,686 | $2.12M | 0.05% | −18,194−8.1% | Reduced |
| Avantax Advisory Services, Inc. | 210,825 | $2.15M | 0.01% | +4,595+2.2% | Added |
| Alaethes Wealth LLC | 213,866 | $2.18M | 0.80% | +9,911+4.9% | Added |
| Vident Advisory, LLC | 217,283 | $2.21M | 0.06% | +34,976+19.2% | Added |
| LPL Financial LLC | 218,088 | $2.22M | 0.00% | +23,841+12.3% | Added |
| Mariner, LLC | 233,372 | $2.37M | 0.00% | +2,691+1.2% | Added |
| Rhumbline Advisers | 233,743 | $2.38M | 0.00% | +7,345+3.2% | Added |
| Legacy Wealth Asset Management, LLC | 235,210 | $2.39M | 0.64% | +291+0.1% | Added |
| Ritholtz Wealth Management | 236,468 | $2.41M | 0.07% | +29,637+14.3% | Added |
| Ameriprise Financial Inc | 240,033 | $2.44M | 0.00% | +7,583+3.3% | 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 |
| Signaturefd, LLC | 253,409 | $2.58M | 0.05% | +6,328+2.6% | Added |
| JPMorgan Chase & Co | 258,298 | $2.63M | 0.00% | +75,997+41.7% | Added |
| Pekin Hardy Strauss, Inc. | 265,775 | $2.71M | 0.35% | +42,875+19.2% | Added |
| US Bancorp | 267,689 | $2.73M | 0.00% | +7,676+3.0% | Added |
| Samlyn Capital, LLC | 269,582 | $2.74M | 0.04% | +269,582 | New |
| Capital Wealth Planning, LLC | 277,670 | $2.83M | 0.03% | −224,347−44.7% | Reduced |
| Naviter Wealth, LLC | 278,721 | $2.84M | 0.39% | +890+0.3% | Added |
| Mercer Global Advisors Inc | 288,880 | $2.95M | 0.01% | +9,032+3.2% | Added |
| TD Asset Management Inc | 295,281 | $2.99M | 0.00% | +282,177+2,153.4% | Added |
| Bamco Inc | 295,681 | $3.01M | 0.01% | −48,069−14.0% | Reduced |
| The PNC Financial Services Group, Inc. | 301,488 | $3.07M | 0.00% | +6,502+2.2% | Added |
| Synovus Financial Corp | 301,550 | $3.07M | 0.04% | +59,053+24.4% | Added |
| Atria Investments LLC | 306,507 | $3.12M | 0.04% | +44,800+17.1% | Added |
| Bessemer Group Inc | 318,958 | $3.25M | 0.01% | +164,573+106.6% | Added |
| Sanctuary Advisors, LLC | 280,668 | $3.32M | 0.02% | +117,457+72.0% | Added |
| Forum Financial Management, LP | 338,439 | $3.45M | 0.06% | 00.0% | Unchanged |
| JustInvest LLC | 344,819 | $3.51M | 0.06% | +30,806+9.8% | Added |
| Qube Research & Technologies Ltd | 351,589 | $3.58M | 0.01% | −213,807−37.8% | Reduced |
| Augustine Asset Management Inc | 358,906 | $3.65M | 1.28% | +5,334+1.5% | Added |
| Eagle Global Advisors LLC | 361,499 | $3.68M | 0.18% | −3,691−1.0% | Reduced |
| Moran Wealth Management, LLC | 369,980 | $3.77M | 0.12% | −1,744−0.5% | Reduced |
| Truist Financial Corp | 378,367 | $3.85M | 0.01% | −20,016−5.0% | Reduced |
| Dorsey Wright & Associates | 403,508 | $4.11M | 0.97% | +43,244+12.0% | Added |
| Veriti Management LLC | 410,916 | $4.18M | 0.22% | −8,034−1.9% | Reduced |
| Boston Common Asset Management, LLC | 411,735 | $4.19M | 0.11% | −8,502−2.0% | Reduced |
| Ramirez Asset Management, Inc. | 413,874 | $4.21M | 0.81% | +413,874 | New |
| HighTower Advisors, LLC | 440,317 | $4.49M | 0.01% | +27,451+6.6% | Added |
| Pathstone Holdings, LLC | 472,032 | $4.81M | 0.02% | −9,505−2.0% | Reduced |
| Millennium Management LLC | 478,873 | $4.87M | 0.00% | +405,129+549.4% | Added |
| BNP Paribas Arbitrage, SA | 514,746 | $5.24M | 0.01% | +301,065+140.9% | Added |
| Renaissance Technologies LLC | 553,911 | $5.64M | 0.01% | +322,011+138.9% | Added |
| M&T Bank Corp | 555,675 | $5.66M | 0.02% | +4,699+0.9% | Added |
| Citigroup Inc | 561,062 | $5.71M | 0.01% | −9,717−1.7% | Reduced |
| Abn Amro Investment Solutions | 592,200 | $6.03M | 0.11% | −75,300−11.3% | Reduced |
| Guardian Capital Advisors LP | 600,391 | $6.12M | 0.60% | +38,080+6.8% | Added |
| Creative Planning | 607,686 | $6.19M | 0.01% | +49,529+8.9% | Added |
| UBS Group AG | 625,086 | $6.36M | 0.00% | −61,889−9.0% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 672,075 | $6.84M | 1.46% | −382,409−36.3% | Reduced |
| QRG Capital Management, Inc. | 687,065 | $6.99M | 0.08% | +10,315+1.5% | Added |
| Charles Schwab Investment Management Inc | 699,645 | $7.12M | 0.00% | +88,034+14.4% | Added |
| CIBC World Markets Inc. | 732,363 | $7.46M | 0.02% | −1,071−0.1% | Reduced |
| Price T Rowe Associates Inc | 736,976 | $7.50M | 0.00% | +736,976 | New |
| Quantinno Capital Management LP | 797,543 | $8.12M | 0.11% | +191,368+31.6% | Added |
| Massachusetts Financial Services Co | 798,147 | $8.13M | 0.00% | −194,866−19.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 761,352 | $8.13M | 0.07% | +41,060+5.7% | Added |
| Cerity Partners LLC | 818,014 | $8.33M | 0.02% | +189,887+30.2% | Added |
| Crossmark Global Holdings, Inc. | 866,032 | $8.82M | 0.16% | +164,206+23.4% | Added |
| Federated Hermes, Inc. | 868,987 | $8.85M | 0.02% | −106,674−10.9% | Reduced |
| Edge Capital Group, LLC | 871,985 | $8.88M | 0.39% | +2,737+0.3% | Added |
| Clearbridge Investments, LLC | 897,551 | $9.14M | 0.01% | +3,095+0.3% | Added |
| Bank of New York Mellon Corp | 926,722 | $9.43M | 0.00% | +413,324+80.5% | Added |
| Citadel Advisors LLC | 1,080,241 | $11.0M | 0.01% | +695,367+180.7% | Added |
| Thornburg Investment Management Inc | 1,116,454 | $11.4M | 0.15% | +10,526+1.0% | Added |
| Neuberger Berman Group LLC | 1,164,181 | $11.8M | 0.01% | +657,888+129.9% | Added |
| Brandes Investment Partners, LP | 1,257,152 | $12.8M | 0.14% | −82,170−6.1% | Reduced |
| Invesco Ltd. | 1,643,385 | $16.7M | 0.00% | +286,449+21.1% | Added |
| American Century Companies Inc | 1,767,520 | $18.0M | 0.01% | +101,210+6.1% | Added |
| Stifel Financial Corp | 1,956,486 | $19.9M | 0.02% | −5,122−0.3% | Reduced |