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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 38,313 | $390.0K | 0.01% | +32,562+566.2% | Added |
| Susquehanna International Group, LLP | 38,311 | $390.0K | 0.00% | −30,398−44.2% | Reduced |
| Traveka Wealth, LLC | 38,231 | $389.2K | 0.20% | +456+1.2% | Added |
| Marshall Wace, LLP | 38,218 | $389.1K | 0.00% | +38,218 | New |
| Valeo Financial Advisors, LLC | 37,211 | $378.8K | 0.01% | +305+0.8% | Added |
| Prudential Financial Inc | 36,215 | $368.7K | 0.00% | −9,320−20.5% | Reduced |
| Angeles Investment Advisors, LLC | 36,072 | $367.2K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 35,530 | $361.7K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 34,198 | $348.1K | 0.16% | −532−1.5% | Reduced |
| Bridgewater Advisors Inc. | 32,736 | $343.7K | 0.04% | −933−2.8% | Reduced |
| Cetera Trust Company, N.A | 33,595 | $342.0K | 0.21% | 00.0% | Unchanged |
| First Trust Advisors LP | 33,259 | $338.6K | 0.00% | +33,259 | New |
| Procyon Private Wealth Partners, LLC | 33,215 | $338.1K | 0.02% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 32,458 | $330.4K | 0.05% | +6,601+25.5% | Added |
| Claro Advisors LLC | 31,272 | $318.3K | 0.04% | +141+0.5% | Added |
| Two Sigma Securities, LLC | 31,094 | $316.5K | 0.02% | +31,094 | New |
| Shilanski & Associates, Inc. | 31,017 | $315.8K | 0.10% | −1,111−3.5% | Reduced |
| Raymond James Trust N.A. | 30,896 | $314.5K | 0.01% | −13,613−30.6% | Reduced |
| Seeds Investor LLC | 30,828 | $313.8K | 0.12% | +3,905+14.5% | Added |
| Mission Wealth Management, LP | 30,291 | $308.4K | 0.01% | +2,715+9.8% | Added |
| Portside Wealth Group, LLC | 30,093 | $306.3K | 0.05% | +351+1.2% | Added |
| Wealth Alliance | 29,963 | $305.0K | 0.04% | +29,963 | New |
| Everpar Advisors LLC | 29,842 | $303.8K | 0.16% | −5,717−16.1% | Reduced |
| Lindbrook Capital, LLC | 29,766 | $303.0K | 0.03% | −3,022−9.2% | Reduced |
| Clarius Group, LLC | 29,313 | $298.4K | 0.02% | −2,381−7.5% | Reduced |
| Coldstream Capital Management Inc | 29,189 | $297.1K | 0.01% | +4,570+18.6% | Added |
| Wedmont Private Capital | 28,094 | $291.3K | 0.02% | +2,312+9.0% | Added |
| Optas, LLC | 28,536 | $290.5K | 0.07% | +238+0.8% | Added |
| GAMMA Investing LLC | 28,269 | $287.8K | 0.03% | +3,866+15.8% | Added |
| Denali Advisors LLC | 27,909 | $284.1K | 0.03% | +27,909 | New |
| Diversify Advisory Services, LLC | 26,537 | $281.0K | 0.02% | −9,433−26.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,934 | $274.2K | 0.00% | +1,821+7.3% | Added |
| Transamerica Financial Advisors, Inc. | 26,699 | $272.0K | 0.03% | −2,439−8.4% | Reduced |
| 180 Wealth Advisors, LLC | 26,558 | $270.4K | 0.04% | −733−2.7% | Reduced |
| Smartleaf Asset Management LLC | 26,548 | $268.9K | 0.03% | +11,639+78.1% | Added |
| Keel Point, LLC | 26,215 | $266.9K | 0.02% | −137−0.5% | Reduced |
| Lake Street Advisors Group, LLC | 26,146 | $266.2K | 0.01% | −100−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 26,044 | $265.1K | 0.00% | −823−3.1% | Reduced |
| Bleakley Financial Group, LLC | 25,613 | $260.7K | 0.01% | +2,701+11.8% | Added |
| Advisor Group Holdings, Inc. | 24,940 | $253.9K | 0.00% | −4,513−15.3% | Reduced |
| Norden Group LLC | 24,856 | $253.0K | 0.03% | +8,761+54.4% | Added |
| Knights of Columbus Asset Advisors LLC | 24,471 | $249.1K | 0.02% | −4,391−15.2% | Reduced |
| PDS Planning, Inc | 24,347 | $247.9K | 0.02% | −369−1.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 24,138 | $245.7K | 0.05% | −6,515−21.3% | Reduced |
| Cromwell Holdings LLC | 24,134 | $245.7K | 0.16% | 00.0% | Unchanged |
| Lido Advisors, LLC | 23,463 | $238.9K | 0.00% | +1,270+5.7% | Added |
| FFT Wealth Management LLC | 23,058 | $234.7K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 22,315 | $227.2K | 0.06% | −4,518−16.8% | Reduced |
| NBC Securities, Inc. | 22,005 | $224.0K | 0.02% | −469−2.1% | Reduced |
| Trust Point Inc. | 21,912 | $223.1K | 0.02% | +888+4.2% | Added |
| Windward Capital Management Co | 21,866 | $222.6K | 0.02% | −271−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,730 | $221.2K | 0.00% | −5,338−19.7% | Reduced |
| Hardy Reed LLC | 20,800 | $211.7K | 0.02% | −234−1.1% | Reduced |
| Kestra Advisory Services, LLC | 20,539 | $209.1K | 0.00% | −15,447−42.9% | Reduced |
| Resonant Capital Advisors, LLC | 20,535 | $209.0K | 0.02% | 00.0% | Unchanged |
| Abel Hall, LLC | 20,388 | $207.6K | 0.14% | +949+4.9% | Added |
| Aveo Capital Partners, LLC | 20,154 | $205.2K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 20,069 | $204.3K | 0.03% | +403+2.0% | Added |
| Legacy Financial Advisors, Inc. | 20,000 | $203.6K | 0.03% | +1,368+7.3% | Added |
| Apollon Wealth Management, LLC | 19,975 | $203.3K | 0.01% | +331+1.7% | Added |
| VanderPol Investments L.L.C. | 19,831 | $201.9K | 0.45% | +620+3.2% | Added |
| Ieq Capital, LLC | 19,491 | $198.4K | 0.00% | +2,157+12.4% | Added |
| Old National Bancorp | 18,886 | $192.3K | 0.00% | −2,578−12.0% | Reduced |
| Barometer Capital Management Inc. | 18,800 | $191.4K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 18,678 | $190.1K | 0.02% | −7,228−27.9% | Reduced |
| HighPoint Advisor Group LLC | 17,636 | $188.0K | 0.01% | +946+5.7% | Added |
| First Affirmative Financial Network | 18,388 | $187.2K | 0.10% | −1,075−5.5% | Reduced |
| Catalina Capital Group, LLC | 18,252 | $185.8K | 0.06% | +287+1.6% | Added |
| Modera Wealth Management, LLC | 18,102 | $184.3K | 0.00% | +18,102 | New |
| LRI Investments, LLC | 15,156 | $182.9K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 17,500 | $178.2K | 0.02% | −3,700−17.5% | Reduced |
| Fidelis Capital Partners, LLC | 17,310 | $176.6K | 0.02% | −48−0.3% | Reduced |
| Pinnacle Associates Ltd | 20,240 | $174.3K | 0.00% | −8,705−30.1% | Reduced |
| Hilltop Holdings Inc. | 17,019 | $173.3K | 0.01% | +5,059+42.3% | Added |
| Commerce Bank | 16,600 | $169.0K | 0.00% | −4,562−21.6% | Reduced |
| Keybank National Association | 16,467 | $167.6K | 0.00% | +6,112+59.0% | Added |
| Manchester Capital Management LLC | 16,442 | $167.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 16,148 | $164.4K | 0.00% | +5,102+46.2% | Added |
| Flputnam Investment Management Co | 16,062 | $163.5K | 0.00% | −303−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 15,770 | $160.5K | 0.00% | +313+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 15,741 | $160.2K | 0.00% | +5,054+47.3% | Added |
| Stratos Wealth Partners, LTD. | 15,508 | $157.9K | 0.00% | −437−2.7% | Reduced |
| Huntington National Bank | 15,104 | $153.8K | 0.00% | +1,770+13.3% | Added |
| Xponance, Inc. | 14,972 | $152.4K | 0.00% | +1,285+9.4% | Added |
| Sapient Capital LLC | 14,800 | $150.7K | 0.00% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 14,651 | $149.1K | 0.05% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 14,593 | $148.6K | 0.08% | +10,810+285.8% | Added |
| Seven Mile Advisory | 14,318 | $145.8K | 0.10% | +357+2.6% | Added |
| Sym Financial Corp | 14,275 | $145.3K | 0.02% | +4,163+41.2% | Added |
| Cottonwood Capital Advisors, LLC | 13,894 | $141.4K | 0.10% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,781 | $140.3K | 0.01% | +233+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,714 | $140.0K | 0.00% | +104+0.8% | Added |
| Kathmere Capital Management, LLC | 13,607 | $138.5K | 0.01% | +1,977+17.0% | Added |
| Brown Advisory Inc | 13,435 | $136.8K | 0.00% | −13,400−49.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 13,338 | $135.8K | 0.03% | −269−2.0% | Reduced |
| Simon Quick Advisors, LLC | 13,189 | $134.3K | 0.01% | +1,882+16.6% | Added |
| Snowden Capital Advisors LLC | 13,132 | $133.7K | 0.00% | −92−0.7% | Reduced |
| Canopy Partners, LLC | 13,053 | $132.9K | 0.06% | +581+4.7% | Added |
| Sage Mountain Advisors LLC | 13,031 | $132.7K | 0.01% | +120+0.9% | Added |
| NewEdge Wealth, LLC | 12,960 | $131.9K | 0.00% | +2,663+25.9% | Added |