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 |
|---|---|---|---|---|---|
| State Street Corp | 34,020 | $398.7K | 0.00% | −1,510−4.2% | Reduced |
| Bridgewater Advisors Inc. | 33,516 | $396.2K | 0.04% | +780+2.4% | Added |
| Cetera Trust Company, N.A | 32,795 | $384.4K | 0.25% | −800−2.4% | Reduced |
| New York State Common Retirement Fund | 32,597 | $382.0K | 0.00% | −29,041−47.1% | Reduced |
| Optas, LLC | 32,595 | $382.0K | 0.08% | +4,059+14.2% | Added |
| Kestra Advisory Services, LLC | 32,139 | $376.7K | 0.00% | +11,600+56.5% | Added |
| Advisor Group Holdings, Inc. | 31,730 | $371.9K | 0.00% | +6,790+27.2% | Added |
| EverSource Wealth Advisors, LLC | 31,728 | $371.9K | 0.02% | +24,138+318.0% | Added |
| Diversify Advisory Services, LLC | 31,190 | $367.7K | 0.02% | +4,653+17.5% | Added |
| Claro Advisors LLC | 30,623 | $358.9K | 0.05% | −649−2.1% | Reduced |
| Lindbrook Capital, LLC | 30,512 | $357.6K | 0.03% | +746+2.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 30,500 | $357.5K | 0.05% | −14,345−32.0% | Reduced |
| Everpar Advisors LLC | 30,272 | $354.8K | 0.18% | +430+1.4% | Added |
| Bleakley Financial Group, LLC | 29,851 | $349.9K | 0.01% | +4,238+16.5% | Added |
| Clarius Group, LLC | 29,313 | $343.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 28,945 | $339.2K | 0.00% | +8,705+43.0% | Added |
| Shilanski & Associates, Inc. | 28,755 | $337.0K | 0.11% | −2,262−7.3% | Reduced |
| Wedmont Private Capital | 28,532 | $336.4K | 0.02% | +438+1.6% | Added |
| Denali Advisors LLC | 28,433 | $333.2K | 0.03% | +524+1.9% | Added |
| Seeds Investor LLC | 28,404 | $332.9K | 0.09% | −2,424−7.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,586 | $323.3K | 0.00% | +1,542+5.9% | Added |
| Sagespring Wealth Partners, LLC | 27,170 | $318.4K | 0.01% | +27,170 | New |
| Keel Point, LLC | 26,724 | $313.2K | 0.03% | +509+1.9% | Added |
| Flow Traders U.S. LLC | 26,711 | $313.0K | 0.01% | +26,711 | New |
| Lake Street Advisors Group, LLC | 25,996 | $304.7K | 0.01% | −150−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,849 | $302.9K | 0.00% | −1,085−4.0% | Reduced |
| 180 Wealth Advisors, LLC | 25,771 | $302.0K | 0.05% | −787−3.0% | Reduced |
| Henry James International Management, Inc. | 25,211 | $295.5K | 0.11% | +10,560+72.1% | Added |
| We Are One Seven, LLC | 24,876 | $291.5K | 0.01% | +13,529+119.2% | Added |
| Aprio Wealth Management, LLC | 24,833 | $291.0K | 0.04% | +4,764+23.7% | Added |
| Resources Investment Advisors, LLC. | 24,507 | $287.2K | 0.00% | +14,331+140.8% | Added |
| Knights of Columbus Asset Advisors LLC | 24,471 | $286.8K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 24,347 | $285.3K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24,134 | $282.9K | 0.16% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 24,003 | $281.3K | 0.15% | +24,003 | New |
| Boston Private Wealth LLC | 23,827 | $279.3K | 0.01% | +23,827 | New |
| Beverly Hills Private Wealth, LLC | 23,825 | $279.2K | 0.06% | −313−1.3% | Reduced |
| Lido Advisors, LLC | 23,636 | $277.0K | 0.00% | +173+0.7% | Added |
| Legacy Financial Advisors, Inc. | 23,591 | $276.5K | 0.05% | +3,591+18.0% | Added |
| Transamerica Financial Advisors, Inc. | 23,082 | $271.0K | 0.03% | −3,617−13.5% | Reduced |
| FFT Wealth Management LLC | 23,037 | $270.0K | 0.02% | −21−0.1% | Reduced |
| Ieq Capital, LLC | 22,735 | $266.5K | 0.00% | +3,244+16.6% | Added |
| Wrapmanager Inc | 22,347 | $261.9K | 0.07% | +32+0.1% | Added |
| Trust Point Inc. | 22,287 | $261.2K | 0.02% | +375+1.7% | Added |
| Glenmede Trust Co NA | 21,550 | $252.6K | 0.00% | −21,353−49.8% | Reduced |
| Resonant Capital Advisors, LLC | 20,956 | $245.6K | 0.02% | +421+2.1% | Added |
| Jones Financial Companies LLLP | 20,905 | $245.0K | 0.00% | +8,265+65.4% | Added |
| XY Capital Ltd | 20,883 | $244.7K | 0.27% | +20,883 | New |
| Hardy Reed LLC | 20,800 | $243.8K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 20,530 | $240.0K | 0.00% | +20,530 | New |
| Abel Hall, LLC | 20,334 | $238.3K | 0.15% | −54−0.3% | Reduced |
| Barclays PLC | 20,187 | $236.6K | 0.00% | −53,710−72.7% | Reduced |
| Aveo Capital Partners, LLC | 20,154 | $236.2K | 0.03% | 00.0% | Unchanged |
| Windward Capital Management Co | 19,977 | $234.1K | 0.02% | −1,889−8.6% | Reduced |
| Apollon Wealth Management, LLC | 19,850 | $232.6K | 0.01% | −125−0.6% | Reduced |
| Sym Financial Corp | 19,846 | $232.6K | 0.03% | +5,571+39.0% | Added |
| Old National Bancorp | 19,841 | $232.5K | 0.01% | +955+5.1% | Added |
| ICONIQ Capital, LLC | 19,785 | $231.9K | 0.00% | +19,785 | New |
| Catalina Capital Group, LLC | 19,748 | $231.4K | 0.08% | +1,496+8.2% | Added |
| Choate Investment Advisors | 19,515 | $228.7K | 0.01% | +19,515 | New |
| HighPoint Advisor Group LLC | 18,220 | $226.3K | 0.01% | +584+3.3% | Added |
| VanderPol Investments L.L.C. | 19,241 | $225.5K | 0.49% | −590−3.0% | Reduced |
| Hilltop Holdings Inc. | 19,036 | $223.1K | 0.01% | +2,017+11.9% | Added |
| Keybank National Association | 18,836 | $220.8K | 0.00% | +2,369+14.4% | Added |
| First Affirmative Financial Network | 18,283 | $214.3K | 0.12% | −105−0.6% | Reduced |
| XTX Topco Ltd | 18,036 | $211.4K | 0.02% | −56,030−75.6% | Reduced |
| Cozad Asset Management Inc | 17,947 | $210.3K | 0.02% | −731−3.9% | Reduced |
| 1832 Asset Management L.P. | 17,540 | $205.6K | 0.00% | +17,540 | New |
| Verus Capital Partners, LLC | 17,500 | $205.1K | 0.02% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 18,800 | $203.0K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17,263 | $202.3K | 0.01% | +3,482+25.3% | Added |
| Stratos Wealth Partners, LTD. | 16,700 | $195.7K | 0.00% | +1,192+7.7% | Added |
| Blue Barn Wealth, LLC | 16,628 | $194.9K | 0.10% | +6,184+59.2% | Added |
| Commerce Bank | 16,600 | $194.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,558 | $194.0K | 0.00% | +16,558 | New |
| Manchester Capital Management LLC | 16,442 | $192.7K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 16,332 | $191.4K | 0.00% | +270+1.7% | Added |
| Cottonwood Capital Advisors, LLC | 16,127 | $189.0K | 0.14% | +2,233+16.1% | Added |
| Allworth Financial LP | 15,584 | $188.9K | 0.00% | −564−3.5% | Reduced |
| Vista Wealth Management Group, LLC | 16,045 | $188.0K | 0.01% | +3,873+31.8% | Added |
| Kathmere Capital Management, LLC | 15,923 | $186.6K | 0.02% | +2,316+17.0% | Added |
| Cresset Asset Management, LLC | 15,856 | $185.8K | 0.00% | −164,839−91.2% | Reduced |
| Xponance, Inc. | 15,757 | $184.7K | 0.00% | +785+5.2% | Added |
| EntryPoint Capital, LLC | 15,595 | $182.8K | 0.08% | +1,002+6.9% | Added |
| Sapient Capital LLC | 15,273 | $179.0K | 0.00% | +473+3.2% | Added |
| Simon Quick Advisors, LLC | 15,205 | $178.2K | 0.01% | +2,016+15.3% | Added |
| LRI Investments, LLC | 15,156 | $177.6K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 15,122 | $177.2K | 0.01% | +1,990+15.2% | Added |
| Camden Capital, LLC | 14,972 | $175.5K | 0.02% | +4,875+48.3% | Added |
| One Wealth Capital Management, LLC | 14,868 | $174.3K | 0.09% | +14,868 | New |
| Seven Mile Advisory | 14,744 | $172.8K | 0.11% | +426+3.0% | Added |
| Colony Group, LLC | 13,901 | $162.9K | 0.00% | +13,901 | New |
| Atria Wealth Solutions, Inc. | 13,867 | $162.5K | 0.00% | +2,915+26.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,667 | $160.0K | 0.00% | −47−0.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 13,626 | $159.7K | 0.03% | +288+2.2% | Added |
| HBK Sorce Advisory LLC | 13,245 | $155.2K | 0.00% | +13,245 | New |
| Canopy Partners, LLC | 13,125 | $153.8K | 0.06% | +72+0.6% | Added |
| Kingsview Wealth Management, LLC | 13,045 | $152.9K | 0.00% | +13,045 | New |
| Warren Averett Asset Management, LLC | 12,932 | $151.6K | 0.00% | +12,932 | New |
| Fountainhead AM, LLC | 12,806 | $150.1K | 0.03% | 00.0% | Unchanged |