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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 12,599 | $147.7K | 0.01% | +12,599 | New |
| Alliance Wealth Advisors, LLC | 12,292 | $144.1K | 0.04% | +1,510+14.0% | Added |
| Sunpointe, LLC | 12,204 | $143.0K | 0.07% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 12,065 | $141.4K | 0.03% | +12,065 | New |
| AXA S.A. | 12,032 | $141.0K | 0.00% | +3,092+34.6% | Added |
| Moody National Bank Trust Division | 12,000 | $140.6K | 0.01% | −50.0% | Reduced |
| Huntington National Bank | 11,966 | $140.2K | 0.00% | −3,138−20.8% | Reduced |
| Brighton Jones LLC | 11,928 | $139.8K | 0.00% | +182+1.5% | Added |
| Waldron Private Wealth LLC | 11,742 | $137.6K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $136.9K | 0.00% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,675 | $136.8K | 0.02% | +11,675 | New |
| Independent Solutions Wealth Management, LLC | 11,633 | $136.3K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 11,193 | $131.2K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 10,946 | $128.3K | 0.00% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 10,742 | $125.9K | 0.01% | −2,289−17.6% | Reduced |
| Foster Group, Inc. | 10,657 | $124.9K | 0.00% | +655+6.5% | Added |
| Principal Securities, Inc. | 10,652 | $124.8K | 0.00% | +3,816+55.8% | Added |
| Burns Matteson Capital Management, LLC | 10,630 | $124.6K | 0.07% | −133−1.2% | Reduced |
| May Hill Capital, LLC | 10,297 | $120.7K | 0.05% | +10,297 | New |
| Marcum Wealth, LLC | 10,122 | $118.6K | 0.01% | +10,122 | New |
| Wallace Advisory Group, LLC | 11,640 | $118.5K | 0.08% | −528−4.3% | Reduced |
| Eagle Bay Advisors LLC | 10,094 | $118.3K | 0.07% | +858+9.3% | Added |
| Veracity Capital LLC | 10,070 | $118.0K | 0.04% | +10,070 | New |
| Onyx Bridge Wealth Group LLC | 10,000 | $117.2K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 9,454 | $110.8K | 0.02% | +9,454 | New |
| GeoWealth Management, LLC | 9,125 | $106.9K | 0.00% | +658+7.8% | Added |
| Cary Street Partners Financial LLC | 8,377 | $98.2K | 0.00% | +8,377 | New |
| CIBC Private Wealth Group, LLC | 7,864 | $95.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,109 | $83.3K | 0.02% | +68+1.0% | Added |
| Rothschild Investment LLC | 7,072 | $82.9K | 0.01% | +190+2.8% | Added |
| Addison Advisors LLC | 6,129 | $71.8K | 0.02% | +1,263+26.0% | Added |
| Versant Capital Management, Inc | 6,040 | $70.8K | 0.02% | +6,040 | New |
| Headlands Technologies LLC | 5,691 | $66.7K | 0.01% | −54,647−90.6% | Reduced |
| Venturi Wealth Management, LLC | 5,688 | $66.7K | 0.00% | +396+7.5% | Added |
| Sierra Ocean, LLC | 5,254 | $61.6K | 0.05% | +5,254 | New |
| Bryn Mawr Trust Co | 5,122 | $60.0K | 0.00% | −271−5.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,056 | $59.3K | 0.00% | +1,279+33.9% | Added |
| Deutsche Bank AG | 4,592 | $53.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,060 | $47.6K | 0.00% | −1,055−20.6% | Reduced |
| Parkside Financial Bank & Trust | 3,949 | $46.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,933 | $46.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,563 | $41.8K | 0.00% | +80+2.3% | Added |
| IFP Advisors, Inc | 2,869 | $33.6K | 0.00% | −2,380−45.3% | Reduced |
| Boyd Watterson Asset Management LLC | 2,777 | $32.5K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,634 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,645 | $31.0K | 0.01% | +28+1.1% | Added |
| Whipplewood Advisors, LLC | 2,474 | $29.0K | 0.02% | +2,474 | New |
| Simplex Trading, LLC | 2,433 | $28.0K | 0.00% | −6,529−72.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,220 | $26.0K | 0.00% | +1,220+122.0% | Added |
| Private Trust Co NA | 1,869 | $21.9K | 0.00% | +1,869 | New |
| Lee Danner & Bass Inc | 1,854 | $21.7K | 0.00% | +1,854 | New |
| Key Financial Inc | 1,832 | $21.5K | 0.00% | +532+40.9% | Added |
| Cary Street Partner Investment Advisory LLC | 1,820 | $21.3K | 0.01% | +1,820 | New |
| Group One Trading, L.P. | 1,783 | $20.9K | 0.00% | +1,783 | New |
| Horizon Investments, LLC | 1,691 | $19.8K | 0.00% | +1,691 | New |
| Laurel Wealth Advisors LLC | 1,666 | $19.5K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,821 | $19.0K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,583 | $18.6K | 0.01% | +1,583 | New |
| Financial Management Professionals, Inc. | 1,503 | $17.6K | 0.00% | −1,276−45.9% | Reduced |
| Dunhill Financial, LLC | 1,434 | $16.8K | 0.01% | +717+100.0% | Added |
| Geneos Wealth Management Inc. | 1,387 | $16.3K | 0.00% | +1,387 | New |
| CWM, LLC | 1,398 | $16.0K | 0.00% | +65+4.9% | Added |
| Oakworth Capital, Inc. | 1,253 | $14.7K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,207 | $14.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,205 | $14.1K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 1,200 | $14.1K | 0.00% | +1,200 | New |
| Rosenberg Matthew Hamilton | 1,158 | $13.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,146 | $13.4K | 0.00% | −415−26.6% | Reduced |
| AdvisorNet Financial, Inc | 1,139 | $13.3K | 0.00% | −3,151−73.4% | Reduced |
| Fortitude Family Office, LLC | 1,093 | $12.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,061 | $12.4K | 0.00% | +1,061 | New |
| UMA Financial Services, Inc. | 1,046 | $12.3K | 0.00% | +1,046 | New |
| Cornerstone Planning Group LLC | 980 | $12.2K | 0.00% | +309+46.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,019 | $11.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,005 | $11.8K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 951 | $11.0K | 0.00% | −146−13.3% | Reduced |
| Salem Investment Counselors Inc | 787 | $9.22K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 749 | $8.79K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 746 | $8.74K | 0.00% | +598+404.1% | Added |
| TD Waterhouse Canada Inc. | 718 | $8.41K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 706 | $8.28K | 0.00% | +48+7.3% | Added |
| Highline Wealth Partners LLC | 680 | $7.97K | 0.00% | +86+14.5% | Added |
| Glass Jacobson Investment Advisors llc | 650 | $7.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 611 | $7.16K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 578 | $6.77K | 0.00% | +578 | New |
| Transce3nd, LLC | 571 | $6.69K | 0.00% | +571 | New |
| Pinnacle Bancorp, Inc. | 540 | $6.33K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 535 | $6.27K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 510 | $5.98K | 0.00% | −37,803−98.7% | Reduced |
| Westside Investment Management, Inc. | 508 | $5.95K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 493 | $5.78K | 0.00% | +39+8.6% | Added |
| ORG Wealth Partners, LLC | 484 | $5.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 471 | $5.52K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 470 | $5.51K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 459 | $5.38K | 0.00% | +2+0.4% | Added |
| Park Place Capital Corp | 452 | $5.30K | 0.00% | −382−45.8% | Reduced |
| Bangor Savings Bank | 429 | $5.03K | 0.00% | −383−47.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 405 | $5.00K | 0.00% | +5+1.3% | Added |