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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 12,168 | $131.4K | 0.10% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 12,806 | $130.4K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12,640 | $128.3K | 0.00% | +7,790+160.6% | Added |
| 9258 Wealth Management, LLC | 12,385 | $126.1K | 0.02% | −4,720−27.6% | Reduced |
| Sunpointe, LLC | 12,204 | $124.2K | 0.10% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,172 | $123.9K | 0.01% | +1,448+13.5% | Added |
| Moody National Bank Trust Division | 12,005 | $122.2K | 0.01% | +12,005 | New |
| Principal Street Partners, LLC | 11,193 | $120.9K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,746 | $119.6K | 0.00% | +565+5.1% | Added |
| Waldron Private Wealth LLC | 11,742 | $119.5K | 0.00% | +968+9.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $118.9K | 0.00% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 11,633 | $118.4K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,347 | $115.5K | 0.00% | −18,510−62.0% | Reduced |
| Atria Wealth Solutions, Inc. | 10,952 | $111.5K | 0.00% | −524−4.6% | Reduced |
| Walleye Trading LLC | 10,946 | $111.4K | 0.00% | −13,000−54.3% | Reduced |
| Alliance Wealth Advisors, LLC | 10,782 | $109.8K | 0.03% | +731+7.3% | Added |
| Burns Matteson Capital Management, LLC | 10,763 | $109.6K | 0.06% | −2,080−16.2% | Reduced |
| Blue Barn Wealth, LLC | 10,444 | $106.3K | 0.05% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 10,176 | $103.6K | 0.00% | −3,069−23.2% | Reduced |
| Camden Capital, LLC | 10,097 | $102.8K | 0.01% | +93+0.9% | Added |
| Prelude Capital Management, LLC | 10,036 | $102.2K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,036 | $102.2K | 0.07% | 00.0% | Unchanged |
| Foster Group, Inc. | 10,002 | $101.8K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,000 | $101.8K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9,236 | $94.0K | 0.04% | −206−2.2% | Reduced |
| AXA S.A. | 8,940 | $91.0K | 0.00% | −2,260−20.2% | Reduced |
| Simplex Trading, LLC | 8,962 | $91.0K | 0.00% | +4,205+88.4% | Added |
| GeoWealth Management, LLC | 8,467 | $86.2K | 0.00% | +8,467 | New |
| Clearstead Advisors, LLC | 8,281 | $84.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,864 | $80.1K | 0.00% | +1,944+32.8% | Added |
| EverSource Wealth Advisors, LLC | 7,590 | $77.3K | 0.00% | +916+13.7% | Added |
| Hexagon Capital Partners LLC | 7,041 | $71.7K | 0.01% | +693+10.9% | Added |
| Rothschild Investment LLC | 6,882 | $70.1K | 0.00% | +575+9.1% | Added |
| Principal Securities, Inc. | 6,836 | $69.6K | 0.00% | +770+12.7% | Added |
| PEAK6 Investments LLC | 6,207 | $63.2K | 0.00% | +1,227+24.6% | Added |
| Bryn Mawr Trust Co | 5,393 | $54.9K | 0.00% | +5,393 | New |
| Venturi Wealth Management, LLC | 5,292 | $53.9K | 0.00% | +2,229+72.8% | Added |
| IFP Advisors, Inc | 5,249 | $53.4K | 0.00% | +618+13.3% | Added |
| Global Retirement Partners, LLC | 5,115 | $52.1K | 0.00% | +179+3.6% | Added |
| Addison Advisors LLC | 4,866 | $49.5K | 0.01% | +257+5.6% | Added |
| Deutsche Bank AG | 4,592 | $46.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,290 | $43.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,949 | $40.2K | 0.01% | −544−12.1% | Reduced |
| TD Private Client Wealth LLC | 3,933 | $40.0K | 0.00% | −723−15.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,777 | $38.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,483 | $35.5K | 0.00% | +91+2.7% | Added |
| Boyd Watterson Asset Management LLC | 2,777 | $28.3K | 0.01% | −61−2.1% | Reduced |
| Financial Management Professionals, Inc. | 2,779 | $28.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,634 | $27.0K | 0.00% | +2,634 | New |
| Rise Advisors, LLC | 2,617 | $26.6K | 0.01% | +23+0.9% | Added |
| Redmont Wealth Advisors LLC | 2,173 | $22.1K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,821 | $18.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,666 | $17.0K | 0.00% | +1,666 | New |
| Grove Bank & Trust | 1,561 | $15.9K | 0.00% | +1,561 | New |
| Ashton Thomas Securities, LLC | 1,455 | $14.8K | 0.00% | +1,455 | New |
| FinTrust Capital Advisors, LLC | 1,389 | $14.1K | 0.00% | −698−33.4% | Reduced |
| CWM, LLC | 1,333 | $14.0K | 0.00% | −56−4.0% | Reduced |
| Key Financial Inc | 1,300 | $13.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,253 | $12.8K | 0.00% | +1,253 | New |
| Reston Wealth Management LLC | 1,224 | $12.5K | 0.00% | +1,224 | New |
| Mather Group, LLC. | 1,207 | $12.3K | 0.00% | +668+123.9% | Added |
| Asset Dedication, LLC | 1,205 | $12.3K | 0.00% | +1,205 | New |
| Rosenberg Matthew Hamilton | 1,158 | $11.8K | 0.00% | +554+91.7% | Added |
| Fortitude Family Office, LLC | 1,093 | $11.1K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,097 | $11.0K | 0.00% | −674−38.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,019 | $10.4K | 0.00% | −49−4.6% | Reduced |
| Montag A & Associates Inc | 1,005 | $10.2K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,000 | $10.2K | 0.00% | +1,000 | New |
| Park Place Capital Corp | 834 | $8.49K | 0.00% | −434−34.2% | Reduced |
| Bangor Savings Bank | 812 | $8.27K | 0.00% | +812 | New |
| Salem Investment Counselors Inc | 787 | $8.01K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 749 | $7.59K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 718 | $7.32K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 717 | $7.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 671 | $7.05K | 0.00% | +176+35.6% | Added |
| Carolinas Wealth Consulting LLC | 658 | $6.70K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 650 | $6.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 611 | $6.22K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 594 | $6.05K | 0.00% | +103+21.0% | Added |
| Westside Investment Management, Inc. | 508 | $5.61K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 540 | $5.50K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 535 | $5.45K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 484 | $4.93K | 0.00% | +484 | New |
| Bell Investment Advisors, Inc | 471 | $4.79K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 470 | $4.79K | 0.00% | +470 | New |
| HighMark Wealth Management LLC | 457 | $4.65K | 0.00% | +168+58.1% | Added |
| Harbour Investments, Inc. | 454 | $4.62K | 0.00% | +13+2.9% | Added |
| Sugarloaf Wealth Management, LLC | 448 | $4.56K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 369 | $4.45K | 0.00% | +49+15.3% | Added |
| Zions Bancorporation, N.A. | 415 | $4.22K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $4.00K | 0.00% | +3+0.8% | Added |
| MV Capital Management, Inc. | 384 | $3.91K | 0.00% | +384 | New |
| DecisionPoint Financial, LLC | 372 | $3.79K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 345 | $3.51K | 0.00% | −246−41.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 345 | $3.51K | 0.00% | +345 | New |
| Sunbelt Securities, Inc. | 343 | $3.49K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 339 | $3.45K | 0.00% | +339 | New |
| Provenance Wealth Advisors, LLC | 327 | $3.33K | 0.00% | 00.0% | Unchanged |