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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 83,516 | $981.7K | 0.00% | +7,629+10.1% | Added |
| Fifth Third Bancorp | 84,710 | $992.8K | 0.00% | −31,319−27.0% | Reduced |
| Hancock Whitney Corp | 85,199 | $998.5K | 0.03% | +9,130+12.0% | Added |
| Aaron Wealth Advisors | 85,561 | $1.00M | 0.12% | +7,819+10.1% | Added |
| Evergreen Capital Management LLC | 86,215 | $1.01M | 0.03% | +18,764+27.8% | Added |
| Davenport & Co LLC | 88,754 | $1.04M | 0.01% | +1,484+1.7% | Added |
| Aquatic Capital Management LLC | 91,933 | $1.08M | 0.03% | −22,367−19.6% | Reduced |
| Susquehanna International Group, LLP | 92,862 | $1.09M | 0.00% | +54,551+142.4% | Added |
| Confluence Investment Management LLC | 92,999 | $1.09M | 0.02% | +216+0.2% | Added |
| Highland Capital Management, LLC | 95,900 | $1.12M | 0.06% | −2,750−2.8% | Reduced |
| Intrust Bank NA | 96,124 | $1.13M | 0.11% | +4,922+5.4% | Added |
| Citadel Advisors LLC | 96,296 | $1.13M | 0.00% | −983,945−91.1% | Reduced |
| Henshaw Capital LLC | 96,836 | $1.13M | 0.05% | −17,365−15.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 99,673 | $1.17M | 0.00% | +16,553+19.9% | Added |
| Hantz Financial Services, Inc. | 101,124 | $1.19M | 0.02% | −3,816−3.6% | Reduced |
| Atomi Financial Group, Inc. | 102,012 | $1.20M | 0.06% | +8,853+9.5% | Added |
| Bank of Montreal | 103,952 | $1.22M | 0.00% | +33,220+47.0% | Added |
| Schechter Investment Advisors, LLC | 104,884 | $1.23M | 0.09% | −5,067−4.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 105,000 | $1.23M | 0.65% | +44,826+74.5% | Added |
| Pacer Advisors, Inc. | 105,566 | $1.24M | 0.00% | +785+0.7% | Added |
| United Capital Financial Advisers, LLC | 106,305 | $1.25M | 0.01% | +1,520+1.5% | Added |
| BTC Capital Management, Inc. | 109,221 | $1.28M | 0.12% | +4,244+4.0% | Added |
| Calamos Wealth Management LLC | 109,298 | $1.28M | 0.06% | +1,535+1.4% | Added |
| Tocqueville Asset Management L.P. | 109,720 | $1.29M | 0.02% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 111,683 | $1.31M | 0.83% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 112,554 | $1.32M | 0.09% | +1,306+1.2% | Added |
| Diversify Wealth Management, LLC | 112,485 | $1.33M | 0.10% | +22,524+25.0% | Added |
| Commonwealth Equity Services, LLC | 115,363 | $1.35M | 0.00% | +7,279+6.7% | Added |
| Janney Montgomery Scott LLC | 118,119 | $1.38M | 0.00% | −449−0.4% | Reduced |
| CI Private Wealth, LLC | 120,358 | $1.41M | 0.00% | +5,783+5.0% | Added |
| Park Avenue Securities LLC | 120,661 | $1.41M | 0.01% | +38,085+46.1% | Added |
| Callan Family Office, LLC | 122,111 | $1.43M | 0.09% | +122,111 | New |
| Oppenheimer Asset Management Inc. | 125,282 | $1.47M | 0.02% | +56,884+83.2% | Added |
| Cetera Investment Advisers | 128,080 | $1.50M | 0.00% | +3,790+3.0% | Added |
| Jane Street Group, LLC | 131,393 | $1.54M | 0.00% | +131,393 | New |
| Bailard, Inc. | 132,443 | $1.55M | 0.04% | +1,516+1.2% | Added |
| CAPROCK Group, Inc. | 136,657 | $1.60M | 0.05% | +7,166+5.5% | Added |
| Wetherby Asset Management Inc | 146,152 | $1.71M | 0.08% | −19,280−11.7% | Reduced |
| Lockheed Martin Investment Management Co | 150,370 | $1.76M | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 152,526 | $1.79M | 0.00% | +98,562+182.6% | Added |
| Greenleaf Trust | 153,470 | $1.80M | 0.02% | +1,365+0.9% | Added |
| Whittier Trust Co | 154,941 | $1.82M | 0.02% | +52,006+50.5% | 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 |
| Qtron Investments LLC | 179,123 | $2.10M | 0.29% | +6,474+3.7% | Added |
| Yousif Capital Management, LLC | 188,032 | $2.20M | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 196,987 | $2.31M | 0.08% | +2,653+1.4% | Added |
| Altman Advisors, Inc. | 200,524 | $2.35M | 1.00% | −2,141−1.1% | Reduced |
| Vident Advisory, LLC | 200,555 | $2.35M | 0.04% | −16,728−7.7% | Reduced |
| Vise Technologies, Inc. | 202,221 | $2.37M | 0.20% | +83,545+70.4% | Added |
| Ethic Inc. | 212,082 | $2.49M | 0.05% | +4,396+2.1% | Added |
| Alaethes Wealth LLC | 214,817 | $2.52M | 0.90% | +951+0.4% | Added |
| Ritholtz Wealth Management | 219,830 | $2.58M | 0.08% | −16,638−7.0% | Reduced |
| Avantax Advisory Services, Inc. | 228,642 | $2.68M | 0.02% | +17,817+8.5% | Added |
| Legacy Wealth Asset Management, LLC | 229,407 | $2.69M | 0.73% | −5,803−2.5% | Reduced |
| Mariner, LLC | 230,504 | $2.70M | 0.00% | −2,868−1.2% | Reduced |
| AQR Capital Management LLC | 232,979 | $2.73M | 0.00% | +40,947+21.3% | Added |
| Rhumbline Advisers | 233,925 | $2.74M | 0.00% | +182+0.1% | Added |
| TD Asset Management Inc | 240,845 | $2.82M | 0.00% | −54,436−18.4% | Reduced |
| MML Investors Services, LLC | 246,690 | $2.89M | 0.01% | +109,625+80.0% | Added |
| Naviter Wealth, LLC | 249,806 | $2.93M | 0.35% | −28,915−10.4% | Reduced |
| TownSquare Capital, LLC | 250,537 | $2.94M | 0.03% | +90,678+56.7% | Added |
| Pekin Hardy Strauss, Inc. | 260,275 | $3.05M | 0.39% | −5,500−2.1% | Reduced |
| Ameriprise Financial Inc | 262,837 | $3.08M | 0.00% | +22,804+9.5% | Added |
| Signaturefd, LLC | 265,563 | $3.11M | 0.06% | +12,154+4.8% | Added |
| Qube Research & Technologies Ltd | 292,359 | $3.43M | 0.01% | −59,230−16.8% | Reduced |
| Bamco Inc | 295,681 | $3.47M | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 298,842 | $3.50M | 0.04% | −2,708−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 305,406 | $3.58M | 0.00% | +3,918+1.3% | Added |
| Bessemer Group Inc | 312,211 | $3.66M | 0.01% | −6,747−2.1% | Reduced |
| Dorsey Wright & Associates | 313,307 | $3.67M | 0.88% | −90,201−22.4% | Reduced |
| Capital Wealth Planning, LLC | 319,363 | $3.74M | 0.03% | +41,693+15.0% | Added |
| Sanctuary Advisors, LLC | 298,486 | $3.81M | 0.02% | +17,818+6.3% | Added |
| US Bancorp | 330,576 | $3.87M | 0.01% | +62,887+23.5% | Added |
| Mercer Global Advisors Inc | 331,878 | $3.89M | 0.01% | +42,998+14.9% | Added |
| LPL Financial LLC | 333,403 | $3.91M | 0.00% | +115,315+52.9% | Added |
| Atria Investments LLC | 339,080 | $3.97M | 0.05% | +32,573+10.6% | Added |
| Augustine Asset Management Inc | 350,213 | $4.10M | 1.08% | −8,693−2.4% | Reduced |
| Forum Financial Management, LP | 357,561 | $4.19M | 0.07% | +19,122+5.7% | Added |
| Moran Wealth Management, LLC | 362,548 | $4.25M | 0.14% | −7,432−2.0% | Reduced |
| Eagle Global Advisors LLC | 363,134 | $4.26M | 0.17% | +1,635+0.5% | Added |
| Boston Common Asset Management, LLC | 372,409 | $4.36M | 0.13% | −39,326−9.6% | Reduced |
| Toronto Dominion Bank | 386,100 | $4.52M | 0.01% | +386,100 | New |
| JPMorgan Chase & Co | 389,603 | $4.57M | 0.00% | +131,305+50.8% | 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 |
| JustInvest LLC | 392,011 | $4.59M | 0.07% | +47,192+13.7% | Added |
| Truist Financial Corp | 399,973 | $4.69M | 0.01% | +21,606+5.7% | Added |
| First Trust Advisors LP | 410,504 | $4.81M | 0.00% | +377,245+1,134.3% | Added |
| Ramirez Asset Management, Inc. | 426,850 | $5.00M | 1.01% | +12,976+3.1% | Added |
| HighTower Advisors, LLC | 445,574 | $5.22M | 0.01% | +5,257+1.2% | Added |
| Abn Amro Investment Solutions | 470,500 | $5.51M | 0.10% | −121,700−20.6% | Reduced |
| Pathstone Holdings, LLC | 503,718 | $5.90M | 0.03% | +31,686+6.7% | Added |
| M&T Bank Corp | 530,503 | $6.22M | 0.02% | −25,172−4.5% | Reduced |
| Renaissance Technologies LLC | 561,631 | $6.58M | 0.01% | +7,720+1.4% | Added |
| Citigroup Inc | 577,696 | $6.77M | 0.01% | +16,634+3.0% | Added |
| Guardian Partners Inc. | 585,173 | $7.07M | 0.72% | +585,173 | New |
| Federated Hermes, Inc. | 643,448 | $7.54M | 0.02% | −225,539−26.0% | Reduced |
| Cerity Partners LLC | 783,997 | $8.36M | 0.02% | −34,017−4.2% | Reduced |
| Millennium Management LLC | 721,805 | $8.46M | 0.01% | +242,932+50.7% | Added |