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 |
|---|---|---|---|---|---|
| Foresight Global Investors, Inc. | 138,749 | $1.41M | 0.77% | −296,178−68.1% | Reduced |
| MML Investors Services, LLC | 137,065 | $1.40M | 0.01% | +4,135+3.1% | Added |
| Ronald Blue Trust, Inc. | 125,734 | $1.36M | 0.02% | +62,449+98.7% | Added |
| Schonfeld Strategic Advisors LLC | 131,700 | $1.34M | 0.01% | +131,700 | New |
| Bailard, Inc. | 130,927 | $1.33M | 0.03% | +923+0.7% | Added |
| CAPROCK Group, Inc. | 129,491 | $1.32M | 0.05% | +129,491 | New |
| Cetera Investment Advisers | 124,290 | $1.27M | 0.00% | −7,735−5.9% | Reduced |
| Vise Technologies, Inc. | 118,676 | $1.21M | 0.15% | +64,602+119.5% | Added |
| Janney Montgomery Scott LLC | 118,568 | $1.21M | 0.00% | +13,196+12.5% | Added |
| Fifth Third Bancorp | 116,029 | $1.18M | 0.00% | +631+0.5% | Added |
| CI Private Wealth, LLC | 114,575 | $1.17M | 0.00% | −4,997−4.2% | Reduced |
| Aquatic Capital Management LLC | 114,300 | $1.16M | 0.03% | +38,800+51.4% | Added |
| Henshaw Capital LLC | 114,201 | $1.16M | 0.05% | +74,614+188.5% | Added |
| 17 Capital Partners, LLC | 111,683 | $1.14M | 0.74% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 111,248 | $1.13M | 0.08% | −1,600−1.4% | Reduced |
| Schechter Investment Advisors, LLC | 109,951 | $1.12M | 0.08% | −202−0.2% | Reduced |
| Tocqueville Asset Management L.P. | 109,720 | $1.12M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 108,084 | $1.10M | 0.00% | +6,663+6.6% | Added |
| Calamos Wealth Management LLC | 107,763 | $1.10M | 0.06% | +3,085+2.9% | Added |
| BTC Capital Management, Inc. | 104,977 | $1.07M | 0.10% | +7,168+7.3% | Added |
| Squarepoint Ops LLC | 104,948 | $1.07M | 0.00% | +104,948 | New |
| Hantz Financial Services, Inc. | 104,940 | $1.07M | 0.02% | −1,514−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 104,785 | $1.07M | 0.01% | −1,173−1.1% | Reduced |
| Pacer Advisors, Inc. | 104,781 | $1.07M | 0.00% | −2,256−2.1% | Reduced |
| Whittier Trust Co | 102,935 | $1.05M | 0.01% | +18,495+21.9% | Added |
| Highland Capital Management, LLC | 98,650 | $1.00M | 0.06% | −400−0.4% | Reduced |
| Atomi Financial Group, Inc. | 93,159 | $948.4K | 0.06% | −33,999−26.7% | Reduced |
| Confluence Investment Management LLC | 92,783 | $944.5K | 0.01% | −3,277−3.4% | Reduced |
| Quantbot Technologies LP | 91,973 | $936.3K | 0.04% | +42,958+87.6% | Added |
| D. E. Shaw & Co., Inc. | 91,562 | $932.1K | 0.00% | +91,562 | New |
| Intrust Bank NA | 91,202 | $928.4K | 0.09% | +2,410+2.7% | Added |
| Diversify Wealth Management, LLC | 89,961 | $917.6K | 0.09% | +4,186+4.9% | Added |
| Captrust Financial Advisors | 87,556 | $891.3K | 0.00% | +10,434+13.5% | Added |
| Davenport & Co LLC | 87,270 | $888.4K | 0.01% | −15,256−14.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 83,120 | $846.2K | 0.00% | −8,736−9.5% | Reduced |
| Park Avenue Securities LLC | 82,576 | $841.0K | 0.01% | −16,723−16.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 80,950 | $824.1K | 0.27% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 80,264 | $817.1K | 0.16% | −5,142−6.0% | Reduced |
| Ewa, LLC | 66,331 | $800.6K | 0.29% | −479−0.7% | Reduced |
| Aaron Wealth Advisors | 77,742 | $791.4K | 0.09% | +13,017+20.1% | Added |
| Hancock Whitney Corp | 76,069 | $774.4K | 0.02% | −470−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 75,887 | $772.5K | 0.00% | +17,933+30.9% | Added |
| Te Ahumairangi Investment Management Ltd | 74,517 | $754.0K | 0.13% | +28,500+61.9% | Added |
| XTX Topco Ltd | 74,066 | $754.0K | 0.05% | +74,066 | New |
| Barclays PLC | 73,897 | $752.3K | 0.00% | +73,897 | New |
| Eagle Asset Management Inc | 63,142 | $728.0K | 0.00% | +6,386+11.3% | Added |
| Checchi Capital Advisers, LLC | 71,182 | $724.6K | 0.05% | −433−0.6% | Reduced |
| Bank of Montreal | 70,732 | $716.5K | 0.00% | −5,175−6.8% | Reduced |
| Oppenheimer Asset Management Inc. | 68,398 | $696.3K | 0.01% | +1,336+2.0% | Added |
| Congress Wealth Management LLC | 68,380 | $696.1K | 0.01% | +68,380 | New |
| Evergreen Capital Management LLC | 67,451 | $686.7K | 0.02% | +3,423+5.3% | Added |
| GWM Advisors LLC | 67,257 | $684.7K | 0.00% | −6,096−8.3% | Reduced |
| Rehmann Capital Advisory Group | 67,083 | $682.9K | 0.04% | −6,154−8.4% | Reduced |
| Harbour Capital Advisors, LLC | 65,507 | $668.2K | 0.15% | −6,553−9.1% | Reduced |
| Private Advisor Group, LLC | 65,309 | $664.8K | 0.00% | −6,071−8.5% | Reduced |
| Balyasny Asset Management LLC | 64,239 | $654.0K | 0.00% | +50,263+359.6% | Added |
| Engineers Gate Manager LP | 64,074 | $652.3K | 0.01% | +32,519+103.1% | Added |
| RSM US Wealth Management LLC | 62,951 | $642.1K | 0.01% | +18,040+40.2% | Added |
| Atlas Capital Advisors LLC | 62,332 | $634.5K | 0.10% | −5,878−8.6% | Reduced |
| Ballast Advisors LLC | 61,790 | $629.0K | 0.19% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 61,638 | $627.5K | 0.00% | −48,960−44.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 61,405 | $625.1K | 0.03% | +843+1.4% | Added |
| Benjamin Edwards Inc | 60,706 | $618.0K | 0.01% | +60,706 | New |
| Headlands Technologies LLC | 60,338 | $614.2K | 0.07% | +44,348+277.3% | Added |
| 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 |
| Anthracite Investment Company, Inc. | 59,942 | $610.2K | 0.29% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 59,750 | $608.3K | 0.03% | −7,250−10.8% | Reduced |
| Ballentine Partners, LLC | 59,700 | $607.7K | 0.01% | +3,483+6.2% | Added |
| HRT Financial LP | 59,562 | $606.0K | 0.00% | +13,734+30.0% | Added |
| Kovitz Investment Group Partners, LLC | 62,934 | $604.9K | 0.00% | −2,794−4.3% | Reduced |
| Callan Capital, LLC | 58,934 | $599.9K | 0.04% | +18,153+44.5% | Added |
| Walleye Capital LLC | 58,152 | $592.0K | 0.01% | +17,986+44.8% | Added |
| Fox Run Management, L.L.C. | 55,051 | $560.4K | 0.12% | +55,051 | New |
| Russell Investments Group, Ltd. | 54,139 | $551.1K | 0.00% | +14,480+36.5% | Added |
| Rockefeller Capital Management L.P. | 53,964 | $549.4K | 0.00% | +5,147+10.5% | Added |
| West Family Investments, Inc. | 51,739 | $526.7K | 0.18% | +3,613+7.5% | Added |
| Franklin Resources Inc | 49,208 | $525.5K | 0.00% | +938+1.9% | Added |
| Advisors Asset Management, Inc. | 51,247 | $521.7K | 0.01% | +6,637+14.9% | Added |
| Sequoia Financial Advisors, LLC | 48,491 | $493.6K | 0.01% | −5,576−10.3% | Reduced |
| Blair William & Co | 48,390 | $492.6K | 0.00% | −2,045−4.1% | Reduced |
| Integrated Wealth Concepts LLC | 48,303 | $491.7K | 0.01% | −406−0.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 47,650 | $485.0K | 0.10% | −4,550−8.7% | Reduced |
| Capital Fund Management S.A. | 47,468 | $483.2K | 0.01% | +47,468 | New |
| Silver Oak Securities, Inc | 47,683 | $483.0K | 0.05% | +47,683 | New |
| Personal Cfo Solutions, LLC | 47,382 | $482.4K | 0.07% | +1,037+2.2% | Added |
| RNC Capital Management LLC | 44,440 | $480.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 46,058 | $468.9K | 0.00% | +3,997+9.5% | Added |
| Louisbourg Investments Inc. | 45,310 | $461.3K | 0.12% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 45,070 | $458.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 44,845 | $456.5K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 44,475 | $452.8K | 0.31% | +50.0% | Added |
| apricus wealth, LLC | 44,475 | $452.8K | 0.30% | 00.0% | Unchanged |
| Financial Counselors Inc | 44,195 | $449.9K | 0.01% | +4,337+10.9% | Added |
| Parallel Advisors, LLC | 43,939 | $447.3K | 0.01% | +5,528+14.4% | Added |
| Glenmede Trust Co NA | 42,903 | $436.8K | 0.00% | −1,146−2.6% | Reduced |
| Five Oceans Advisors | 41,621 | $423.7K | 0.20% | −6,599−13.7% | Reduced |
| Sage Rhino Capital LLC | 40,919 | $416.6K | 0.09% | −252−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 38,809 | $394.9K | 0.01% | +10,837+38.7% | Added |
| Summit Trail Advisors, LLC | 38,689 | $393.9K | 0.01% | +9,773+33.8% | Added |