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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 5,056 | $59.3K | 0.00% | +1,279+33.9% | Added |
| Bryn Mawr Trust Co | 5,122 | $60.0K | 0.00% | −271−5.0% | Reduced |
| Sierra Ocean, LLC | 5,254 | $61.6K | 0.05% | +5,254 | New |
| Venturi Wealth Management, LLC | 5,688 | $66.7K | 0.00% | +396+7.5% | Added |
| Headlands Technologies LLC | 5,691 | $66.7K | 0.01% | −54,647−90.6% | Reduced |
| Versant Capital Management, Inc | 6,040 | $70.8K | 0.02% | +6,040 | New |
| Addison Advisors LLC | 6,129 | $71.8K | 0.02% | +1,263+26.0% | Added |
| Rothschild Investment LLC | 7,072 | $82.9K | 0.01% | +190+2.8% | Added |
| Hexagon Capital Partners LLC | 7,109 | $83.3K | 0.02% | +68+1.0% | Added |
| CIBC Private Wealth Group, LLC | 7,864 | $95.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 8,377 | $98.2K | 0.00% | +8,377 | New |
| GeoWealth Management, LLC | 9,125 | $106.9K | 0.00% | +658+7.8% | Added |
| Golden State Wealth Management, LLC | 9,454 | $110.8K | 0.02% | +9,454 | New |
| Onyx Bridge Wealth Group LLC | 10,000 | $117.2K | 0.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 10,070 | $118.0K | 0.04% | +10,070 | New |
| Eagle Bay Advisors LLC | 10,094 | $118.3K | 0.07% | +858+9.3% | Added |
| Wallace Advisory Group, LLC | 11,640 | $118.5K | 0.08% | −528−4.3% | Reduced |
| Marcum Wealth, LLC | 10,122 | $118.6K | 0.01% | +10,122 | New |
| May Hill Capital, LLC | 10,297 | $120.7K | 0.05% | +10,297 | New |
| Burns Matteson Capital Management, LLC | 10,630 | $124.6K | 0.07% | −133−1.2% | Reduced |
| Principal Securities, Inc. | 10,652 | $124.8K | 0.00% | +3,816+55.8% | Added |
| Foster Group, Inc. | 10,657 | $124.9K | 0.00% | +655+6.5% | Added |
| Sage Mountain Advisors LLC | 10,742 | $125.9K | 0.01% | −2,289−17.6% | Reduced |
| Walleye Trading LLC | 10,946 | $128.3K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 11,193 | $131.2K | 0.03% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 11,633 | $136.3K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,675 | $136.8K | 0.02% | +11,675 | New |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $136.9K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 11,742 | $137.6K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,928 | $139.8K | 0.00% | +182+1.5% | Added |
| Huntington National Bank | 11,966 | $140.2K | 0.00% | −3,138−20.8% | Reduced |
| Moody National Bank Trust Division | 12,000 | $140.6K | 0.01% | −50.0% | Reduced |
| AXA S.A. | 12,032 | $141.0K | 0.00% | +3,092+34.6% | Added |
| Riversedge Advisors, LLC | 12,065 | $141.4K | 0.03% | +12,065 | New |
| Sunpointe, LLC | 12,204 | $143.0K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 12,292 | $144.1K | 0.04% | +1,510+14.0% | Added |
| Icon Wealth Advisors, LLC | 12,599 | $147.7K | 0.01% | +12,599 | New |
| Fountainhead AM, LLC | 12,806 | $150.1K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,932 | $151.6K | 0.00% | +12,932 | New |
| Kingsview Wealth Management, LLC | 13,045 | $152.9K | 0.00% | +13,045 | New |
| Canopy Partners, LLC | 13,125 | $153.8K | 0.06% | +72+0.6% | Added |
| HBK Sorce Advisory LLC | 13,245 | $155.2K | 0.00% | +13,245 | New |
| Walkner Condon Financial Advisors LLC | 13,626 | $159.7K | 0.03% | +288+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,667 | $160.0K | 0.00% | −47−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 13,867 | $162.5K | 0.00% | +2,915+26.6% | Added |
| Colony Group, LLC | 13,901 | $162.9K | 0.00% | +13,901 | New |
| Seven Mile Advisory | 14,744 | $172.8K | 0.11% | +426+3.0% | Added |
| One Wealth Capital Management, LLC | 14,868 | $174.3K | 0.09% | +14,868 | New |
| Camden Capital, LLC | 14,972 | $175.5K | 0.02% | +4,875+48.3% | Added |
| Snowden Capital Advisors LLC | 15,122 | $177.2K | 0.01% | +1,990+15.2% | Added |
| LRI Investments, LLC | 15,156 | $177.6K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 15,205 | $178.2K | 0.01% | +2,016+15.3% | Added |
| Sapient Capital LLC | 15,273 | $179.0K | 0.00% | +473+3.2% | Added |
| EntryPoint Capital, LLC | 15,595 | $182.8K | 0.08% | +1,002+6.9% | Added |
| Xponance, Inc. | 15,757 | $184.7K | 0.00% | +785+5.2% | Added |
| Cresset Asset Management, LLC | 15,856 | $185.8K | 0.00% | −164,839−91.2% | Reduced |
| Kathmere Capital Management, LLC | 15,923 | $186.6K | 0.02% | +2,316+17.0% | Added |
| Vista Wealth Management Group, LLC | 16,045 | $188.0K | 0.01% | +3,873+31.8% | Added |
| Allworth Financial LP | 15,584 | $188.9K | 0.00% | −564−3.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 16,127 | $189.0K | 0.14% | +2,233+16.1% | Added |
| Flputnam Investment Management Co | 16,332 | $191.4K | 0.00% | +270+1.7% | Added |
| Manchester Capital Management LLC | 16,442 | $192.7K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,558 | $194.0K | 0.00% | +16,558 | New |
| Commerce Bank | 16,600 | $194.6K | 0.00% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 16,628 | $194.9K | 0.10% | +6,184+59.2% | Added |
| Stratos Wealth Partners, LTD. | 16,700 | $195.7K | 0.00% | +1,192+7.7% | Added |
| Farther Finance Advisors, LLC | 17,263 | $202.3K | 0.01% | +3,482+25.3% | Added |
| Barometer Capital Management Inc. | 18,800 | $203.0K | 0.08% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 17,500 | $205.1K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 17,540 | $205.6K | 0.00% | +17,540 | New |
| Cozad Asset Management Inc | 17,947 | $210.3K | 0.02% | −731−3.9% | Reduced |
| XTX Topco Ltd | 18,036 | $211.4K | 0.02% | −56,030−75.6% | Reduced |
| First Affirmative Financial Network | 18,283 | $214.3K | 0.12% | −105−0.6% | Reduced |
| Keybank National Association | 18,836 | $220.8K | 0.00% | +2,369+14.4% | Added |
| Hilltop Holdings Inc. | 19,036 | $223.1K | 0.01% | +2,017+11.9% | Added |
| VanderPol Investments L.L.C. | 19,241 | $225.5K | 0.49% | −590−3.0% | Reduced |
| HighPoint Advisor Group LLC | 18,220 | $226.3K | 0.01% | +584+3.3% | Added |
| Choate Investment Advisors | 19,515 | $228.7K | 0.01% | +19,515 | New |
| Catalina Capital Group, LLC | 19,748 | $231.4K | 0.08% | +1,496+8.2% | Added |
| ICONIQ Capital, LLC | 19,785 | $231.9K | 0.00% | +19,785 | New |
| Old National Bancorp | 19,841 | $232.5K | 0.01% | +955+5.1% | Added |
| Sym Financial Corp | 19,846 | $232.6K | 0.03% | +5,571+39.0% | Added |
| Apollon Wealth Management, LLC | 19,850 | $232.6K | 0.01% | −125−0.6% | Reduced |
| Windward Capital Management Co | 19,977 | $234.1K | 0.02% | −1,889−8.6% | Reduced |
| Aveo Capital Partners, LLC | 20,154 | $236.2K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 20,187 | $236.6K | 0.00% | −53,710−72.7% | Reduced |
| Abel Hall, LLC | 20,334 | $238.3K | 0.15% | −54−0.3% | Reduced |
| Acadian Asset Management LLC | 20,530 | $240.0K | 0.00% | +20,530 | New |
| Hardy Reed LLC | 20,800 | $243.8K | 0.02% | 00.0% | Unchanged |
| XY Capital Ltd | 20,883 | $244.7K | 0.27% | +20,883 | New |
| Jones Financial Companies LLLP | 20,905 | $245.0K | 0.00% | +8,265+65.4% | Added |
| Resonant Capital Advisors, LLC | 20,956 | $245.6K | 0.02% | +421+2.1% | Added |
| Glenmede Trust Co NA | 21,550 | $252.6K | 0.00% | −21,353−49.8% | Reduced |
| Trust Point Inc. | 22,287 | $261.2K | 0.02% | +375+1.7% | Added |
| Wrapmanager Inc | 22,347 | $261.9K | 0.07% | +32+0.1% | Added |
| Ieq Capital, LLC | 22,735 | $266.5K | 0.00% | +3,244+16.6% | Added |
| FFT Wealth Management LLC | 23,037 | $270.0K | 0.02% | −21−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 23,082 | $271.0K | 0.03% | −3,617−13.5% | Reduced |
| Legacy Financial Advisors, Inc. | 23,591 | $276.5K | 0.05% | +3,591+18.0% | Added |
| Lido Advisors, LLC | 23,636 | $277.0K | 0.00% | +173+0.7% | Added |