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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 731,561 | $8.57M | 0.02% | −802−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 748,390 | $8.77M | 0.07% | −12,962−1.7% | Reduced |
| Creative Planning | 759,421 | $8.90M | 0.01% | +151,735+25.0% | Added |
| QRG Capital Management, Inc. | 768,195 | $9.00M | 0.09% | +81,130+11.8% | Added |
| Charles Schwab Investment Management Inc | 836,827 | $9.81M | 0.00% | +137,182+19.6% | Added |
| Massachusetts Financial Services Co | 837,745 | $9.82M | 0.00% | +39,598+5.0% | Added |
| Edge Capital Group, LLC | 871,152 | $10.2M | 0.46% | −833−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 874,187 | $10.2M | 0.19% | +8,155+0.9% | Added |
| Quantinno Capital Management LP | 893,252 | $10.5M | 0.10% | +95,709+12.0% | Added |
| Artemis Investment Management LLP | 928,337 | $10.9M | 0.16% | +928,337 | New |
| Bank of New York Mellon Corp | 1,090,733 | $12.8M | 0.00% | +164,011+17.7% | Added |
| Neuberger Berman Group LLC | 1,192,889 | $14.0M | 0.01% | +28,708+2.5% | Added |
| Invesco Ltd. | 1,208,409 | $14.2M | 0.00% | −434,976−26.5% | Reduced |
| Thornburg Investment Management Inc | 1,217,101 | $14.3M | 0.19% | +100,647+9.0% | Added |
| Brandes Investment Partners, LP | 1,239,508 | $14.5M | 0.16% | −17,644−1.4% | Reduced |
| UBS Group AG | 1,240,024 | $14.5M | 0.00% | +614,938+98.4% | Added |
| American Century Companies Inc | 1,868,197 | $21.9M | 0.01% | +100,677+5.7% | Added |
| Stifel Financial Corp | 1,956,844 | $22.9M | 0.02% | +3580.0% | Added |
| Raymond James Financial Inc | 2,495,873 | $29.3M | 0.01% | +2,495,873 | New |
| Teachers Retirement System of the State of Kentucky | 2,509,710 | $29.4M | 0.26% | +167,570+7.2% | Added |
| Wells Fargo & Company | 2,556,797 | $30.0M | 0.01% | +228,971+9.8% | Added |
| Clearbridge Investments, LLC | 3,822,530 | $44.8M | 0.04% | +2,924,979+325.9% | Added |
| Todd Asset Management LLC | 4,069,663 | $47.7M | 1.14% | +24,038+0.6% | Added |
| SEI Investments Co | 4,092,847 | $48.0M | 0.06% | +64,808+1.6% | Added |
| Envestnet Asset Management Inc | 4,806,932 | $56.3M | 0.02% | +313,851+7.0% | Added |
| FMR LLC | 5,311,280 | $62.2M | 0.00% | +347,849+7.0% | Added |
| Dimensional Fund Advisors LP | 5,345,025 | $62.6M | 0.02% | −230,158−4.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 5,950,256 | $69.7M | 0.21% | +241,685+4.2% | Added |
| Royal Bank of Canada | 6,021,271 | $70.6M | 0.02% | +1,731,873+40.4% | Added |
| Morgan Stanley | 7,283,895 | $85.4M | 0.01% | −82,833−1.1% | Reduced |
| BlackRock, Inc. | 7,386,139 | $86.6M | 0.00% | +344,751+4.9% | Added |
| Fisher Asset Management, LLC | 7,848,706 | $92.0M | 0.04% | −4,604−0.1% | Reduced |
| Natixis Advisors, L.P. | 9,850,891 | $115.5M | 0.22% | +507,578+5.4% | Added |
| Northern Trust Corp | 10,522,079 | $123.3M | 0.02% | +3,342,330+46.6% | Added |
| Goldman Sachs Group Inc | 12,363,749 | $144.9M | 0.03% | −581,883−4.5% | Reduced |
| Bank of America Corp | 19,700,795 | $230.9M | 0.02% | −721,360−3.5% | Reduced |
| Aristotle Capital Management, LLC | 63,144,211 | $740.1M | 1.43% | −1,226,061−1.9% | Reduced |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −736,976−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −672,075−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −410,916−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −269,582−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −159,784−100.0% | Sold out |
| Foresight Global Investors, Inc. | 0 | $0 | 0.00% | −138,749−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −131,700−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −104,948−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −91,973−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −91,562−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −80,950−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −59,562−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −58,152−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −55,051−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −47,468−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −38,689−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −38,218−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −36,215−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −31,094−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −18,102−100.0% | Sold out |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −17,310−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −15,770−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −13,435−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −12,960−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,036−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,036−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −34,054−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Guardian Capital Advisors LP | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |