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 |
|---|---|---|---|---|---|
| Beverly Hills Private Wealth, LLC | 23,825 | $279.2K | 0.06% | −313−1.3% | Reduced |
| Boston Private Wealth LLC | 23,827 | $279.3K | 0.01% | +23,827 | New |
| Custom Index Systems, LLC | 24,003 | $281.3K | 0.15% | +24,003 | New |
| Cromwell Holdings LLC | 24,134 | $282.9K | 0.16% | 00.0% | Unchanged |
| PDS Planning, Inc | 24,347 | $285.3K | 0.03% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 24,471 | $286.8K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 24,507 | $287.2K | 0.00% | +14,331+140.8% | Added |
| Aprio Wealth Management, LLC | 24,833 | $291.0K | 0.04% | +4,764+23.7% | Added |
| We Are One Seven, LLC | 24,876 | $291.5K | 0.01% | +13,529+119.2% | Added |
| Henry James International Management, Inc. | 25,211 | $295.5K | 0.11% | +10,560+72.1% | Added |
| 180 Wealth Advisors, LLC | 25,771 | $302.0K | 0.05% | −787−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,849 | $302.9K | 0.00% | −1,085−4.0% | Reduced |
| Lake Street Advisors Group, LLC | 25,996 | $304.7K | 0.01% | −150−0.6% | Reduced |
| Flow Traders U.S. LLC | 26,711 | $313.0K | 0.01% | +26,711 | New |
| Keel Point, LLC | 26,724 | $313.2K | 0.03% | +509+1.9% | Added |
| Sagespring Wealth Partners, LLC | 27,170 | $318.4K | 0.01% | +27,170 | New |
| Prime Capital Investment Advisors, LLC | 27,586 | $323.3K | 0.00% | +1,542+5.9% | Added |
| Seeds Investor LLC | 28,404 | $332.9K | 0.09% | −2,424−7.9% | Reduced |
| Denali Advisors LLC | 28,433 | $333.2K | 0.03% | +524+1.9% | Added |
| Wedmont Private Capital | 28,532 | $336.4K | 0.02% | +438+1.6% | Added |
| Shilanski & Associates, Inc. | 28,755 | $337.0K | 0.11% | −2,262−7.3% | Reduced |
| Pinnacle Associates Ltd | 28,945 | $339.2K | 0.00% | +8,705+43.0% | Added |
| Clarius Group, LLC | 29,313 | $343.5K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 29,851 | $349.9K | 0.01% | +4,238+16.5% | Added |
| Everpar Advisors LLC | 30,272 | $354.8K | 0.18% | +430+1.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 30,500 | $357.5K | 0.05% | −14,345−32.0% | Reduced |
| Lindbrook Capital, LLC | 30,512 | $357.6K | 0.03% | +746+2.5% | Added |
| Claro Advisors LLC | 30,623 | $358.9K | 0.05% | −649−2.1% | Reduced |
| Diversify Advisory Services, LLC | 31,190 | $367.7K | 0.02% | +4,653+17.5% | Added |
| EverSource Wealth Advisors, LLC | 31,728 | $371.9K | 0.02% | +24,138+318.0% | Added |
| Advisor Group Holdings, Inc. | 31,730 | $371.9K | 0.00% | +6,790+27.2% | Added |
| Kestra Advisory Services, LLC | 32,139 | $376.7K | 0.00% | +11,600+56.5% | Added |
| Optas, LLC | 32,595 | $382.0K | 0.08% | +4,059+14.2% | Added |
| New York State Common Retirement Fund | 32,597 | $382.0K | 0.00% | −29,041−47.1% | Reduced |
| Cetera Trust Company, N.A | 32,795 | $384.4K | 0.25% | −800−2.4% | Reduced |
| Bridgewater Advisors Inc. | 33,516 | $396.2K | 0.04% | +780+2.4% | Added |
| State Street Corp | 34,020 | $398.7K | 0.00% | −1,510−4.2% | Reduced |
| Gallacher Capital Management LLC | 34,325 | $402.3K | 0.20% | +127+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 34,695 | $406.6K | 0.01% | +18,954+120.4% | Added |
| Te Ahumairangi Investment Management Ltd | 35,454 | $416.0K | 0.09% | −39,063−52.4% | Reduced |
| Mission Wealth Management, LP | 35,836 | $420.0K | 0.01% | +5,545+18.3% | Added |
| Marks Group Wealth Management, Inc | 36,034 | $422.3K | 0.04% | +36,034 | New |
| Angeles Investment Advisors, LLC | 36,072 | $422.8K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 36,170 | $423.9K | 0.05% | +11,314+45.5% | Added |
| GAMMA Investing LLC | 36,258 | $424.9K | 0.04% | +7,989+28.3% | Added |
| Coldstream Capital Management Inc | 37,162 | $435.5K | 0.01% | +7,973+27.3% | Added |
| Valeo Financial Advisors, LLC | 37,211 | $436.1K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 37,339 | $438.4K | 0.04% | −10,344−21.7% | Reduced |
| Traveka Wealth, LLC | 38,259 | $448.4K | 0.25% | +28+0.1% | Added |
| Dauntless Investment Group, LLC | 39,138 | $458.7K | 1.94% | +39,138 | New |
| Procyon Private Wealth Partners, LLC | 39,459 | $462.5K | 0.03% | +6,244+18.8% | Added |
| Sage Rhino Capital LLC | 39,992 | $468.7K | 0.10% | −927−2.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 40,934 | $479.7K | 0.06% | +8,476+26.1% | Added |
| Captrust Financial Advisors | 42,039 | $492.7K | 0.00% | −45,517−52.0% | Reduced |
| Portside Wealth Group, LLC | 42,039 | $492.7K | 0.08% | +11,946+39.7% | Added |
| RNC Capital Management LLC | 42,540 | $498.6K | 0.03% | −1,900−4.3% | Reduced |
| apricus wealth, LLC | 44,225 | $518.3K | 0.34% | −250−0.6% | Reduced |
| Financial Counselors Inc | 44,294 | $519.1K | 0.01% | +99+0.2% | Added |
| Successful Portfolios LLC | 44,481 | $521.3K | 0.35% | +60.0% | Added |
| Five Oceans Advisors | 44,498 | $521.5K | 0.24% | +2,877+6.9% | Added |
| Engineers Gate Manager LP | 44,541 | $522.0K | 0.01% | −19,533−30.5% | Reduced |
| Assetmark, Inc | 44,914 | $526.4K | 0.00% | −1,144−2.5% | Reduced |
| Johnson Investment Counsel Inc | 45,070 | $528.2K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 45,310 | $531.0K | 0.14% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 46,460 | $544.5K | 0.01% | +2,521+5.7% | Added |
| Blair William & Co | 46,859 | $549.2K | 0.00% | −1,531−3.2% | Reduced |
| Wealth Alliance | 46,896 | $549.6K | 0.07% | +16,933+56.5% | Added |
| Hunter Perkins Capital Management, LLC | 47,600 | $558.0K | 0.12% | −50−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 48,670 | $570.4K | 0.11% | +1,288+2.7% | Added |
| Sequoia Financial Advisors, LLC | 48,892 | $573.0K | 0.01% | +401+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 49,321 | $574.6K | 0.01% | +10,512+27.1% | Added |
| Atlas Capital Advisors LLC | 49,220 | $576.9K | 0.07% | −13,112−21.0% | Reduced |
| Integrated Wealth Concepts LLC | 49,706 | $582.6K | 0.01% | +1,403+2.9% | Added |
| West Family Investments, Inc. | 51,739 | $606.4K | 0.21% | 00.0% | Unchanged |
| Franklin Resources Inc | 51,864 | $607.8K | 0.00% | +2,656+5.4% | Added |
| Marex Group plc | 52,500 | $615.3K | 0.01% | −7,674−12.8% | Reduced |
| Advisors Asset Management, Inc. | 52,922 | $620.2K | 0.01% | +1,675+3.3% | Added |
| Balyasny Asset Management LLC | 53,892 | $631.6K | 0.00% | −10,347−16.1% | Reduced |
| Moors & Cabot, Inc. | 56,600 | $663.4K | 0.03% | −3,150−5.3% | Reduced |
| Smartleaf Asset Management LLC | 57,204 | $671.6K | 0.07% | +30,656+115.5% | Added |
| Anthracite Investment Company, Inc. | 59,942 | $702.5K | 0.35% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 59,965 | $702.8K | 0.00% | −2,969−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 61,324 | $718.7K | 0.01% | −64,410−51.2% | Reduced |
| Tudor Investment Corp Et Al | 62,218 | $729.2K | 0.01% | +62,218 | New |
| Benjamin Edwards Inc | 62,865 | $736.8K | 0.01% | +2,159+3.6% | Added |
| Ballast Advisors LLC | 63,069 | $739.2K | 0.23% | +1,279+2.1% | Added |
| Dorsey & Whitney Trust CO LLC | 64,457 | $755.4K | 0.04% | +3,052+5.0% | Added |
| Harbour Capital Advisors, LLC | 64,807 | $761.5K | 0.17% | −700−1.1% | Reduced |
| Private Advisor Group, LLC | 66,349 | $777.6K | 0.00% | +1,040+1.6% | Added |
| Ewa, LLC | 66,803 | $782.9K | 0.29% | +472+0.7% | Added |
| AdvisorShares Investments LLC | 68,234 | $799.7K | 0.15% | −12,030−15.0% | Reduced |
| Ballentine Partners, LLC | 68,755 | $805.8K | 0.01% | +9,055+15.2% | Added |
| Rehmann Capital Advisory Group | 69,679 | $816.6K | 0.05% | +2,596+3.9% | Added |
| Callan Capital, LLC | 69,841 | $818.5K | 0.06% | +10,907+18.5% | Added |
| HB Wealth Management, LLC | 70,173 | $822.4K | 0.01% | +70,173 | New |
| Checchi Capital Advisers, LLC | 71,618 | $839.4K | 0.06% | +436+0.6% | Added |
| GWM Advisors LLC | 72,872 | $854.1K | 0.01% | +5,615+8.3% | Added |
| Russell Investments Group, Ltd. | 73,844 | $865.5K | 0.00% | +19,705+36.4% | Added |
| Congress Wealth Management LLC | 75,047 | $879.6K | 0.01% | +6,667+9.7% | Added |
| RSM US Wealth Management LLC | 76,344 | $896.2K | 0.01% | +13,393+21.3% | Added |