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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 136,657 | $1.60M | 0.05% | +7,166+5.5% | Added |
| Bailard, Inc. | 132,443 | $1.55M | 0.04% | +1,516+1.2% | Added |
| Jane Street Group, LLC | 131,393 | $1.54M | 0.00% | +131,393 | New |
| Cetera Investment Advisers | 128,080 | $1.50M | 0.00% | +3,790+3.0% | Added |
| Oppenheimer Asset Management Inc. | 125,282 | $1.47M | 0.02% | +56,884+83.2% | Added |
| Callan Family Office, LLC | 122,111 | $1.43M | 0.09% | +122,111 | New |
| Park Avenue Securities LLC | 120,661 | $1.41M | 0.01% | +38,085+46.1% | Added |
| CI Private Wealth, LLC | 120,358 | $1.41M | 0.00% | +5,783+5.0% | Added |
| Janney Montgomery Scott LLC | 118,119 | $1.38M | 0.00% | −449−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 115,363 | $1.35M | 0.00% | +7,279+6.7% | Added |
| Diversify Wealth Management, LLC | 112,485 | $1.33M | 0.10% | +22,524+25.0% | Added |
| Quadrant Capital Group LLC | 112,554 | $1.32M | 0.09% | +1,306+1.2% | Added |
| 17 Capital Partners, LLC | 111,683 | $1.31M | 0.83% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 109,720 | $1.29M | 0.02% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 109,298 | $1.28M | 0.06% | +1,535+1.4% | Added |
| BTC Capital Management, Inc. | 109,221 | $1.28M | 0.12% | +4,244+4.0% | Added |
| United Capital Financial Advisers, LLC | 106,305 | $1.25M | 0.01% | +1,520+1.5% | Added |
| Pacer Advisors, Inc. | 105,566 | $1.24M | 0.00% | +785+0.7% | Added |
| Gordian Capital Singapore Pte Ltd | 105,000 | $1.23M | 0.65% | +44,826+74.5% | Added |
| Schechter Investment Advisors, LLC | 104,884 | $1.23M | 0.09% | −5,067−4.6% | Reduced |
| Bank of Montreal | 103,952 | $1.22M | 0.00% | +33,220+47.0% | Added |
| Atomi Financial Group, Inc. | 102,012 | $1.20M | 0.06% | +8,853+9.5% | Added |
| Hantz Financial Services, Inc. | 101,124 | $1.19M | 0.02% | −3,816−3.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 99,673 | $1.17M | 0.00% | +16,553+19.9% | Added |
| Henshaw Capital LLC | 96,836 | $1.13M | 0.05% | −17,365−15.2% | Reduced |
| Citadel Advisors LLC | 96,296 | $1.13M | 0.00% | −983,945−91.1% | Reduced |
| Intrust Bank NA | 96,124 | $1.13M | 0.11% | +4,922+5.4% | Added |
| Highland Capital Management, LLC | 95,900 | $1.12M | 0.06% | −2,750−2.8% | Reduced |
| Confluence Investment Management LLC | 92,999 | $1.09M | 0.02% | +216+0.2% | Added |
| Susquehanna International Group, LLP | 92,862 | $1.09M | 0.00% | +54,551+142.4% | Added |
| Aquatic Capital Management LLC | 91,933 | $1.08M | 0.03% | −22,367−19.6% | Reduced |
| Davenport & Co LLC | 88,754 | $1.04M | 0.01% | +1,484+1.7% | Added |
| Evergreen Capital Management LLC | 86,215 | $1.01M | 0.03% | +18,764+27.8% | Added |
| Aaron Wealth Advisors | 85,561 | $1.00M | 0.12% | +7,819+10.1% | Added |
| Hancock Whitney Corp | 85,199 | $998.5K | 0.03% | +9,130+12.0% | Added |
| Fifth Third Bancorp | 84,710 | $992.8K | 0.00% | −31,319−27.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 83,516 | $981.7K | 0.00% | +7,629+10.1% | Added |
| RSM US Wealth Management LLC | 76,344 | $896.2K | 0.01% | +13,393+21.3% | Added |
| Congress Wealth Management LLC | 75,047 | $879.6K | 0.01% | +6,667+9.7% | Added |
| Russell Investments Group, Ltd. | 73,844 | $865.5K | 0.00% | +19,705+36.4% | Added |
| GWM Advisors LLC | 72,872 | $854.1K | 0.01% | +5,615+8.3% | Added |
| Checchi Capital Advisers, LLC | 71,618 | $839.4K | 0.06% | +436+0.6% | Added |
| HB Wealth Management, LLC | 70,173 | $822.4K | 0.01% | +70,173 | New |
| Callan Capital, LLC | 69,841 | $818.5K | 0.06% | +10,907+18.5% | Added |
| Rehmann Capital Advisory Group | 69,679 | $816.6K | 0.05% | +2,596+3.9% | Added |
| Ballentine Partners, LLC | 68,755 | $805.8K | 0.01% | +9,055+15.2% | Added |
| AdvisorShares Investments LLC | 68,234 | $799.7K | 0.15% | −12,030−15.0% | Reduced |
| Ewa, LLC | 66,803 | $782.9K | 0.29% | +472+0.7% | Added |
| Private Advisor Group, LLC | 66,349 | $777.6K | 0.00% | +1,040+1.6% | Added |
| Harbour Capital Advisors, LLC | 64,807 | $761.5K | 0.17% | −700−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 64,457 | $755.4K | 0.04% | +3,052+5.0% | Added |
| Ballast Advisors LLC | 63,069 | $739.2K | 0.23% | +1,279+2.1% | Added |
| Benjamin Edwards Inc | 62,865 | $736.8K | 0.01% | +2,159+3.6% | Added |
| Tudor Investment Corp Et Al | 62,218 | $729.2K | 0.01% | +62,218 | New |
| Ronald Blue Trust, Inc. | 61,324 | $718.7K | 0.01% | −64,410−51.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 59,965 | $702.8K | 0.00% | −2,969−4.7% | Reduced |
| Anthracite Investment Company, Inc. | 59,942 | $702.5K | 0.35% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 57,204 | $671.6K | 0.07% | +30,656+115.5% | Added |
| Moors & Cabot, Inc. | 56,600 | $663.4K | 0.03% | −3,150−5.3% | Reduced |
| Balyasny Asset Management LLC | 53,892 | $631.6K | 0.00% | −10,347−16.1% | Reduced |
| Advisors Asset Management, Inc. | 52,922 | $620.2K | 0.01% | +1,675+3.3% | Added |
| Marex Group plc | 52,500 | $615.3K | 0.01% | −7,674−12.8% | Reduced |
| Franklin Resources Inc | 51,864 | $607.8K | 0.00% | +2,656+5.4% | Added |
| West Family Investments, Inc. | 51,739 | $606.4K | 0.21% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 49,706 | $582.6K | 0.01% | +1,403+2.9% | Added |
| Atlas Capital Advisors LLC | 49,220 | $576.9K | 0.07% | −13,112−21.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 49,321 | $574.6K | 0.01% | +10,512+27.1% | Added |
| Sequoia Financial Advisors, LLC | 48,892 | $573.0K | 0.01% | +401+0.8% | Added |
| Personal Cfo Solutions, LLC | 48,670 | $570.4K | 0.11% | +1,288+2.7% | Added |
| Hunter Perkins Capital Management, LLC | 47,600 | $558.0K | 0.12% | −50−0.1% | Reduced |
| Wealth Alliance | 46,896 | $549.6K | 0.07% | +16,933+56.5% | Added |
| Blair William & Co | 46,859 | $549.2K | 0.00% | −1,531−3.2% | Reduced |
| Parallel Advisors, LLC | 46,460 | $544.5K | 0.01% | +2,521+5.7% | Added |
| Louisbourg Investments Inc. | 45,310 | $531.0K | 0.14% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 45,070 | $528.2K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 44,914 | $526.4K | 0.00% | −1,144−2.5% | Reduced |
| Engineers Gate Manager LP | 44,541 | $522.0K | 0.01% | −19,533−30.5% | Reduced |
| Five Oceans Advisors | 44,498 | $521.5K | 0.24% | +2,877+6.9% | Added |
| Successful Portfolios LLC | 44,481 | $521.3K | 0.35% | +60.0% | Added |
| Financial Counselors Inc | 44,294 | $519.1K | 0.01% | +99+0.2% | Added |
| apricus wealth, LLC | 44,225 | $518.3K | 0.34% | −250−0.6% | Reduced |
| RNC Capital Management LLC | 42,540 | $498.6K | 0.03% | −1,900−4.3% | Reduced |
| Portside Wealth Group, LLC | 42,039 | $492.7K | 0.08% | +11,946+39.7% | Added |
| Captrust Financial Advisors | 42,039 | $492.7K | 0.00% | −45,517−52.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 40,934 | $479.7K | 0.06% | +8,476+26.1% | Added |
| Sage Rhino Capital LLC | 39,992 | $468.7K | 0.10% | −927−2.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 39,459 | $462.5K | 0.03% | +6,244+18.8% | Added |
| Dauntless Investment Group, LLC | 39,138 | $458.7K | 1.94% | +39,138 | New |
| Traveka Wealth, LLC | 38,259 | $448.4K | 0.25% | +28+0.1% | Added |
| Silver Oak Securities, Inc | 37,339 | $438.4K | 0.04% | −10,344−21.7% | Reduced |
| Valeo Financial Advisors, LLC | 37,211 | $436.1K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 37,162 | $435.5K | 0.01% | +7,973+27.3% | Added |
| GAMMA Investing LLC | 36,258 | $424.9K | 0.04% | +7,989+28.3% | Added |
| Norden Group LLC | 36,170 | $423.9K | 0.05% | +11,314+45.5% | Added |
| Angeles Investment Advisors, LLC | 36,072 | $422.8K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 36,034 | $422.3K | 0.04% | +36,034 | New |
| Mission Wealth Management, LP | 35,836 | $420.0K | 0.01% | +5,545+18.3% | Added |
| Te Ahumairangi Investment Management Ltd | 35,454 | $416.0K | 0.09% | −39,063−52.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 34,695 | $406.6K | 0.01% | +18,954+120.4% | Added |
| Gallacher Capital Management LLC | 34,325 | $402.3K | 0.20% | +127+0.4% | Added |