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 |
|---|---|---|---|---|---|
| REAP Financial Group, LLC | 1 | $6 | 0.00% | +1 | New |
| Sachetta, LLC | 5 | $55 | 0.00% | +5 | New |
| NBC Securities, Inc. | 22 | $261 | 0.02% | −21,983−99.9% | Reduced |
| High Note Wealth, LLC | 45 | $527 | 0.00% | +45 | New |
| Financial Gravity Companies, Inc. | 47 | $551 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 74 | $868 | 0.00% | −8,207−99.1% | Reduced |
| Avion Wealth | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $1.28K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 112 | $1.31K | 0.00% | +112 | New |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $1.43K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 136 | $1.59K | 0.00% | +136 | New |
| Decker Retirement Planning Inc. | 145 | $1.70K | 0.00% | +145 | New |
| Mendota Financial Group, LLC | 147 | $1.72K | 0.00% | −42−22.2% | Reduced |
| CVA Family Office, LLC | 147 | $1.72K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 158 | $1.85K | 0.00% | +158 | New |
| WR Wealth Planners, LLC | 169 | $1.98K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 171 | $2.02K | 0.00% | +171 | New |
| Arlington Trust Co LLC | 185 | $2.17K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 186 | $2.18K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 207 | $2.43K | 0.00% | +207 | New |
| BNP Paribas Arbitrage, SA | 210 | $2.46K | 0.00% | −514,536−100.0% | Reduced |
| Brown Brothers Harriman & Co | 225 | $2.64K | 0.00% | +225 | New |
| Cullen/Frost Bankers, Inc. | 242 | $2.83K | 0.00% | +3+1.3% | Added |
| Sandy Spring Bank | 263 | $3.08K | 0.00% | +263 | New |
| Kestra Investment Management, LLC | 282 | $3.31K | 0.00% | +282 | New |
| Spire Wealth Management | 295 | $3.46K | 0.00% | +295 | New |
| Central Trust Co | 297 | $3.48K | 0.00% | +152+104.8% | Added |
| Van Hulzen Asset Management, LLC | 297 | $3.48K | 0.00% | +297 | New |
| Zions Bancorporation, N.A. | 303 | $3.55K | 0.00% | −112−27.0% | Reduced |
| Sound Income Strategies, LLC | 304 | $3.56K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 327 | $3.83K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 339 | $3.97K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 343 | $4.03K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 356 | $4.17K | 0.00% | +356 | New |
| Continuum Advisory, LLC | 369 | $4.33K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 372 | $4.36K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 422 | $4.95K | 0.00% | +422 | New |
| Hazlett, Burt & Watson, Inc. | 405 | $5.00K | 0.00% | +5+1.3% | Added |
| Bangor Savings Bank | 429 | $5.03K | 0.00% | −383−47.2% | Reduced |
| Park Place Capital Corp | 452 | $5.30K | 0.00% | −382−45.8% | Reduced |
| HighMark Wealth Management LLC | 459 | $5.38K | 0.00% | +2+0.4% | Added |
| Global Financial Private Client, LLC | 470 | $5.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 471 | $5.52K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 484 | $5.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 493 | $5.78K | 0.00% | +39+8.6% | Added |
| Westside Investment Management, Inc. | 508 | $5.95K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 510 | $5.98K | 0.00% | −37,803−98.7% | Reduced |
| CNB Bank | 535 | $6.27K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 540 | $6.33K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 571 | $6.69K | 0.00% | +571 | New |
| MPWM Advisory Solutions, LLC | 578 | $6.77K | 0.00% | +578 | New |
| Bruce G. Allen Investments, LLC | 611 | $7.16K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 650 | $7.62K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 680 | $7.97K | 0.00% | +86+14.5% | Added |
| Carolinas Wealth Consulting LLC | 706 | $8.28K | 0.00% | +48+7.3% | Added |
| TD Waterhouse Canada Inc. | 718 | $8.41K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 746 | $8.74K | 0.00% | +598+404.1% | Added |
| Coppell Advisory Solutions LLC | 749 | $8.79K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 787 | $9.22K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 951 | $11.0K | 0.00% | −146−13.3% | Reduced |
| West Oak Capital, LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,005 | $11.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,019 | $11.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 980 | $12.2K | 0.00% | +309+46.1% | Added |
| UMA Financial Services, Inc. | 1,046 | $12.3K | 0.00% | +1,046 | New |
| MAI Capital Management | 1,061 | $12.4K | 0.00% | +1,061 | New |
| Fortitude Family Office, LLC | 1,093 | $12.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,139 | $13.3K | 0.00% | −3,151−73.4% | Reduced |
| Grove Bank & Trust | 1,146 | $13.4K | 0.00% | −415−26.6% | Reduced |
| Rosenberg Matthew Hamilton | 1,158 | $13.6K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 1,200 | $14.1K | 0.00% | +1,200 | New |
| Asset Dedication, LLC | 1,205 | $14.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,207 | $14.1K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,253 | $14.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,398 | $16.0K | 0.00% | +65+4.9% | Added |
| Geneos Wealth Management Inc. | 1,387 | $16.3K | 0.00% | +1,387 | New |
| Dunhill Financial, LLC | 1,434 | $16.8K | 0.01% | +717+100.0% | Added |
| Financial Management Professionals, Inc. | 1,503 | $17.6K | 0.00% | −1,276−45.9% | Reduced |
| Skopos Labs, Inc. | 1,583 | $18.6K | 0.01% | +1,583 | New |
| Pin Oak Investment Advisors Inc | 1,821 | $19.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,666 | $19.5K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,691 | $19.8K | 0.00% | +1,691 | New |
| Group One Trading, L.P. | 1,783 | $20.9K | 0.00% | +1,783 | New |
| Cary Street Partner Investment Advisory LLC | 1,820 | $21.3K | 0.01% | +1,820 | New |
| Key Financial Inc | 1,832 | $21.5K | 0.00% | +532+40.9% | Added |
| Lee Danner & Bass Inc | 1,854 | $21.7K | 0.00% | +1,854 | New |
| Private Trust Co NA | 1,869 | $21.9K | 0.00% | +1,869 | New |
| Federation des caisses Desjardins du Quebec | 2,220 | $26.0K | 0.00% | +1,220+122.0% | Added |
| Simplex Trading, LLC | 2,433 | $28.0K | 0.00% | −6,529−72.9% | Reduced |
| Whipplewood Advisors, LLC | 2,474 | $29.0K | 0.02% | +2,474 | New |
| Capital Analysts, LLC | 2,634 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,645 | $31.0K | 0.01% | +28+1.1% | Added |
| Boyd Watterson Asset Management LLC | 2,777 | $32.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,869 | $33.6K | 0.00% | −2,380−45.3% | Reduced |
| JFS Wealth Advisors, LLC | 3,563 | $41.8K | 0.00% | +80+2.3% | Added |
| TD Private Client Wealth LLC | 3,933 | $46.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,949 | $46.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,060 | $47.6K | 0.00% | −1,055−20.6% | Reduced |
| Deutsche Bank AG | 4,592 | $53.8K | 0.00% | 00.0% | Unchanged |