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, Q4 2024
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Dec 31, 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
- 437
- +28 vs. Q3 2024
- Shares held
- 234.6M
- +10.2M (+4.6%) vs. Q3 2024
- Total value
- $2.75B
- +$464.3M (+20.3%) vs. Q3 2024
- New holders
- 65
- 196 more added
- Sold out
- 37
- 104 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 63,144,211 | $740.1M | 1.43% | −1,226,061−1.9% | Reduced |
| Bank of America Corp | 19,700,795 | $230.9M | 0.02% | −721,360−3.5% | Reduced |
| Goldman Sachs Group Inc | 12,363,749 | $144.9M | 0.03% | −581,883−4.5% | Reduced |
| Northern Trust Corp | 10,522,079 | $123.3M | 0.02% | +3,342,330+46.6% | Added |
| Natixis Advisors, L.P. | 9,850,891 | $115.5M | 0.22% | +507,578+5.4% | Added |
| Fisher Asset Management, LLC | 7,848,706 | $92.0M | 0.04% | −4,604−0.1% | Reduced |
| BlackRock, Inc. | 7,386,139 | $86.6M | 0.00% | +344,751+4.9% | Added |
| Morgan Stanley | 7,283,895 | $85.4M | 0.01% | −82,833−1.1% | Reduced |
| Royal Bank of Canada | 6,021,271 | $70.6M | 0.02% | +1,731,873+40.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 5,950,256 | $69.7M | 0.21% | +241,685+4.2% | Added |
| Dimensional Fund Advisors LP | 5,345,025 | $62.6M | 0.02% | −230,158−4.1% | Reduced |
| FMR LLC | 5,311,280 | $62.2M | 0.00% | +347,849+7.0% | Added |
| Envestnet Asset Management Inc | 4,806,932 | $56.3M | 0.02% | +313,851+7.0% | Added |
| SEI Investments Co | 4,092,847 | $48.0M | 0.06% | +64,808+1.6% | Added |
| Todd Asset Management LLC | 4,069,663 | $47.7M | 1.14% | +24,038+0.6% | Added |
| Clearbridge Investments, LLC | 3,822,530 | $44.8M | 0.04% | +2,924,979+325.9% | Added |
| Wells Fargo & Company | 2,556,797 | $30.0M | 0.01% | +228,971+9.8% | Added |
| Teachers Retirement System of the State of Kentucky | 2,509,710 | $29.4M | 0.26% | +167,570+7.2% | Added |
| Raymond James Financial Inc | 2,495,873 | $29.3M | 0.01% | +2,495,873 | New |
| Stifel Financial Corp | 1,956,844 | $22.9M | 0.02% | +3580.0% | Added |
| American Century Companies Inc | 1,868,197 | $21.9M | 0.01% | +100,677+5.7% | Added |
| UBS Group AG | 1,240,024 | $14.5M | 0.00% | +614,938+98.4% | Added |
| Brandes Investment Partners, LP | 1,239,508 | $14.5M | 0.16% | −17,644−1.4% | Reduced |
| Thornburg Investment Management Inc | 1,217,101 | $14.3M | 0.19% | +100,647+9.0% | Added |
| Invesco Ltd. | 1,208,409 | $14.2M | 0.00% | −434,976−26.5% | Reduced |
| Neuberger Berman Group LLC | 1,192,889 | $14.0M | 0.01% | +28,708+2.5% | Added |
| Bank of New York Mellon Corp | 1,090,733 | $12.8M | 0.00% | +164,011+17.7% | Added |
| Artemis Investment Management LLP | 928,337 | $10.9M | 0.16% | +928,337 | New |
| Quantinno Capital Management LP | 893,252 | $10.5M | 0.10% | +95,709+12.0% | Added |
| Crossmark Global Holdings, Inc. | 874,187 | $10.2M | 0.19% | +8,155+0.9% | Added |
| Edge Capital Group, LLC | 871,152 | $10.2M | 0.46% | −833−0.1% | Reduced |
| Massachusetts Financial Services Co | 837,745 | $9.82M | 0.00% | +39,598+5.0% | Added |
| Charles Schwab Investment Management Inc | 836,827 | $9.81M | 0.00% | +137,182+19.6% | Added |
| QRG Capital Management, Inc. | 768,195 | $9.00M | 0.09% | +81,130+11.8% | Added |
| Creative Planning | 759,421 | $8.90M | 0.01% | +151,735+25.0% | Added |
| O'Shaughnessy Asset Management, LLC | 748,390 | $8.77M | 0.07% | −12,962−1.7% | Reduced |
| CIBC World Markets Inc. | 731,561 | $8.57M | 0.02% | −802−0.1% | Reduced |
| Millennium Management LLC | 721,805 | $8.46M | 0.01% | +242,932+50.7% | Added |
| Cerity Partners LLC | 783,997 | $8.36M | 0.02% | −34,017−4.2% | Reduced |
| Federated Hermes, Inc. | 643,448 | $7.54M | 0.02% | −225,539−26.0% | Reduced |
| Guardian Partners Inc. | 585,173 | $7.07M | 0.72% | +585,173 | New |
| Citigroup Inc | 577,696 | $6.77M | 0.01% | +16,634+3.0% | Added |
| Renaissance Technologies LLC | 561,631 | $6.58M | 0.01% | +7,720+1.4% | Added |
| M&T Bank Corp | 530,503 | $6.22M | 0.02% | −25,172−4.5% | Reduced |
| Pathstone Holdings, LLC | 503,718 | $5.90M | 0.03% | +31,686+6.7% | Added |
| Abn Amro Investment Solutions | 470,500 | $5.51M | 0.10% | −121,700−20.6% | Reduced |
| HighTower Advisors, LLC | 445,574 | $5.22M | 0.01% | +5,257+1.2% | Added |
| Ramirez Asset Management, Inc. | 426,850 | $5.00M | 1.01% | +12,976+3.1% | Added |
| First Trust Advisors LP | 410,504 | $4.81M | 0.00% | +377,245+1,134.3% | Added |
| Truist Financial Corp | 399,973 | $4.69M | 0.01% | +21,606+5.7% | Added |
| JustInvest LLC | 392,011 | $4.59M | 0.07% | +47,192+13.7% | Added |
| Brinker Capital Investments, LLC | 389,690 | $4.57M | 0.05% | +137,224+54.4% | Added |
| Orion Portfolio Solutions, LLC | 389,690 | $4.57M | 0.05% | +137,224+54.4% | Added |
| JPMorgan Chase & Co | 389,603 | $4.57M | 0.00% | +131,305+50.8% | Added |
| Toronto Dominion Bank | 386,100 | $4.52M | 0.01% | +386,100 | New |
| Boston Common Asset Management, LLC | 372,409 | $4.36M | 0.13% | −39,326−9.6% | Reduced |
| Eagle Global Advisors LLC | 363,134 | $4.26M | 0.17% | +1,635+0.5% | Added |
| Moran Wealth Management, LLC | 362,548 | $4.25M | 0.14% | −7,432−2.0% | Reduced |
| Forum Financial Management, LP | 357,561 | $4.19M | 0.07% | +19,122+5.7% | Added |
| Augustine Asset Management Inc | 350,213 | $4.10M | 1.08% | −8,693−2.4% | Reduced |
| Atria Investments LLC | 339,080 | $3.97M | 0.05% | +32,573+10.6% | Added |
| LPL Financial LLC | 333,403 | $3.91M | 0.00% | +115,315+52.9% | Added |
| Mercer Global Advisors Inc | 331,878 | $3.89M | 0.01% | +42,998+14.9% | Added |
| US Bancorp | 330,576 | $3.87M | 0.01% | +62,887+23.5% | Added |
| Sanctuary Advisors, LLC | 298,486 | $3.81M | 0.02% | +17,818+6.3% | Added |
| Capital Wealth Planning, LLC | 319,363 | $3.74M | 0.03% | +41,693+15.0% | Added |
| Dorsey Wright & Associates | 313,307 | $3.67M | 0.88% | −90,201−22.4% | Reduced |
| Bessemer Group Inc | 312,211 | $3.66M | 0.01% | −6,747−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 305,406 | $3.58M | 0.00% | +3,918+1.3% | Added |
| Synovus Financial Corp | 298,842 | $3.50M | 0.04% | −2,708−0.9% | Reduced |
| Bamco Inc | 295,681 | $3.47M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 292,359 | $3.43M | 0.01% | −59,230−16.8% | Reduced |
| Signaturefd, LLC | 265,563 | $3.11M | 0.06% | +12,154+4.8% | Added |
| Ameriprise Financial Inc | 262,837 | $3.08M | 0.00% | +22,804+9.5% | Added |
| Pekin Hardy Strauss, Inc. | 260,275 | $3.05M | 0.39% | −5,500−2.1% | Reduced |
| TownSquare Capital, LLC | 250,537 | $2.94M | 0.03% | +90,678+56.7% | Added |
| Naviter Wealth, LLC | 249,806 | $2.93M | 0.35% | −28,915−10.4% | Reduced |
| MML Investors Services, LLC | 246,690 | $2.89M | 0.01% | +109,625+80.0% | Added |
| TD Asset Management Inc | 240,845 | $2.82M | 0.00% | −54,436−18.4% | Reduced |
| Rhumbline Advisers | 233,925 | $2.74M | 0.00% | +182+0.1% | Added |
| AQR Capital Management LLC | 232,979 | $2.73M | 0.00% | +40,947+21.3% | Added |
| Mariner, LLC | 230,504 | $2.70M | 0.00% | −2,868−1.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 229,407 | $2.69M | 0.73% | −5,803−2.5% | Reduced |
| Avantax Advisory Services, Inc. | 228,642 | $2.68M | 0.02% | +17,817+8.5% | Added |
| Ritholtz Wealth Management | 219,830 | $2.58M | 0.08% | −16,638−7.0% | Reduced |
| Alaethes Wealth LLC | 214,817 | $2.52M | 0.90% | +951+0.4% | Added |
| Ethic Inc. | 212,082 | $2.49M | 0.05% | +4,396+2.1% | Added |
| Vise Technologies, Inc. | 202,221 | $2.37M | 0.20% | +83,545+70.4% | Added |
| Vident Advisory, LLC | 200,555 | $2.35M | 0.04% | −16,728−7.7% | Reduced |
| Altman Advisors, Inc. | 200,524 | $2.35M | 1.00% | −2,141−1.1% | Reduced |
| Exencial Wealth Advisors, LLC | 196,987 | $2.31M | 0.08% | +2,653+1.4% | Added |
| Yousif Capital Management, LLC | 188,032 | $2.20M | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 179,123 | $2.10M | 0.29% | +6,474+3.7% | Added |
| Madison Asset Management, LLC | 173,804 | $2.04M | 0.02% | +1,826+1.1% | Added |
| Madison Investment Advisors, LLC | 173,804 | $2.04M | 0.02% | +173,804 | New |
| Whittier Trust Co | 154,941 | $1.82M | 0.02% | +52,006+50.5% | Added |
| Greenleaf Trust | 153,470 | $1.80M | 0.02% | +1,365+0.9% | Added |
| Rockefeller Capital Management L.P. | 152,526 | $1.79M | 0.00% | +98,562+182.6% | Added |
| Lockheed Martin Investment Management Co | 150,370 | $1.76M | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 146,152 | $1.71M | 0.08% | −19,280−11.7% | Reduced |