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, Q1 2025
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Mar 31, 2025. 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
- 453
- +25 vs. Q4 2024
- Shares held
- 309.4M
- +76.3M (+32.7%) vs. Q4 2024
- Total value
- $4.22B
- +$1.48B (+54.3%) vs. Q4 2024
- New holders
- 63
- 189 more added
- Sold out
- 38
- 130 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 1 | $14 | 0.00% | −2,644−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $82 | 0.00% | +6 | New |
| High Note Wealth, LLC | 45 | $613 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 47 | $641 | 0.00% | +47 | New |
| Ancora Advisors, LLC | 54 | $736 | 0.00% | +54 | New |
| Avion Wealth | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 93 | $1.27K | 0.00% | +93 | New |
| Beaird Harris Wealth Management, LLC | 109 | $1.49K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 112 | $1.53K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 114 | $1.55K | 0.00% | −255−69.1% | Reduced |
| Group One Trading, L.P. | 115 | $1.57K | 0.00% | −1,668−93.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 122 | $1.66K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 130 | $1.77K | 0.00% | +130 | New |
| TD Capital Management LLC | 136 | $1.85K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 145 | $1.98K | 0.00% | +145 | New |
| CVA Family Office, LLC | 147 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 147 | $2.00K | 0.00% | +73+98.6% | Added |
| DT Investment Partners, LLC | 158 | $2.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 179 | $2.44K | 0.00% | +179 | New |
| Arlington Trust Co LLC | 185 | $2.52K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 186 | $2.54K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 204 | $2.78K | 0.00% | +204 | New |
| BNP Paribas Arbitrage, SA | 210 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 221 | $3.01K | 0.00% | +221 | New |
| Spire Wealth Management | 237 | $3.23K | 0.00% | −58−19.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 242 | $3.29K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 243 | $3.31K | 0.00% | +72+42.1% | Added |
| Central Trust Co | 297 | $4.05K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 303 | $4.13K | 0.00% | +303 | New |
| Sound Income Strategies, LLC | 304 | $4.14K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 327 | $4.46K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 339 | $4.62K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 343 | $4.67K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 372 | $5.07K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 385 | $5.25K | 0.00% | +385 | New |
| Pinnacle Bancorp, Inc. | 386 | $5.26K | 0.00% | −154−28.5% | Reduced |
| Bangor Savings Bank | 429 | $5.85K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 441 | $5.87K | 0.00% | −43−8.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 405 | $6.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 452 | $6.16K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 459 | $6.26K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 470 | $6.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 471 | $6.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 493 | $6.72K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 508 | $6.76K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 535 | $7.29K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 650 | $7.62K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 571 | $7.78K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 578 | $7.88K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 611 | $8.33K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 717 | $9.77K | 0.00% | −717−50.0% | Reduced |
| CoreCap Advisors, LLC | 746 | $10.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 750 | $10.2K | 0.00% | +750 | New |
| Carolinas Wealth Consulting LLC | 751 | $10.2K | 0.00% | +45+6.4% | Added |
| Montag A & Associates Inc | 764 | $10.4K | 0.00% | −241−24.0% | Reduced |
| Creative Financial Designs Inc | 813 | $11.1K | 0.00% | +813 | New |
| Cornerstone Planning Group LLC | 977 | $11.8K | 0.00% | −3−0.3% | Reduced |
| Umb Bank N A | 878 | $12.0K | 0.00% | +878 | New |
| Macquarie Group Ltd | 978 | $13.0K | 0.00% | +27+2.8% | Added |
| West Oak Capital, LLC | 1,000 | $13.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,059 | $14.4K | 0.00% | +272+34.6% | Added |
| MAI Capital Management | 1,061 | $14.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,093 | $14.9K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,100 | $15.0K | 0.01% | +100+10.0% | Added |
| UMA Financial Services, Inc. | 1,112 | $15.2K | 0.00% | +66+6.3% | Added |
| Grove Bank & Trust | 1,146 | $15.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,158 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,158 | $15.8K | 0.00% | +1,158 | New |
| CWM, LLC | 1,174 | $16.0K | 0.00% | −224−16.0% | Reduced |
| AdvisorNet Financial, Inc | 1,180 | $16.1K | 0.00% | +41+3.6% | Added |
| Asset Dedication, LLC | 1,205 | $16.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,207 | $16.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,253 | $17.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,289 | $17.6K | 0.01% | +609+89.6% | Added |
| City Holding Co | 1,330 | $18.1K | 0.00% | +1,330 | New |
| NewSquare Capital LLC | 1,418 | $19.3K | 0.00% | +1,062+298.3% | Added |
| Inlight Wealth Management, LLC | 1,500 | $20.4K | 0.01% | +1,500 | New |
| Wayfinding Financial, LLC | 1,564 | $21.0K | 0.01% | +1,564 | New |
| Laurel Wealth Advisors LLC | 1,666 | $22.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,797 | $24.5K | 0.00% | −18,390−91.1% | Reduced |
| Key Financial Inc | 1,832 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,821 | $25.0K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,322 | $31.6K | 0.02% | +2,322 | New |
| Horizon Investments, LLC | 2,412 | $32.9K | 0.00% | +721+42.6% | Added |
| Whipplewood Advisors, LLC | 1,943 | $33.7K | 0.02% | −531−21.5% | Reduced |
| Private Trust Co NA | 2,623 | $35.8K | 0.00% | +754+40.3% | Added |
| Capital Analysts, LLC | 2,634 | $36.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,777 | $37.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,973 | $40.5K | 0.00% | +104+3.6% | Added |
| Nisa Investment Advisors, LLC | 3,000 | $40.9K | 0.00% | +3,000 | New |
| Financial Management Professionals, Inc. | 3,257 | $44.4K | 0.01% | +1,754+116.7% | Added |
| CIBC Private Wealth Group, LLC | 4,367 | $47.1K | 0.00% | −3,497−44.5% | Reduced |
| JFS Wealth Advisors, LLC | 3,563 | $48.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,109 | $56.0K | 0.00% | +176+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,464 | $60.8K | 0.00% | −592−11.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,575 | $62.4K | 0.00% | +4,065+797.1% | Added |
| Deutsche Bank AG | 4,592 | $62.6K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 4,598 | $62.7K | 0.05% | −656−12.5% | Reduced |
| Bryn Mawr Trust Co | 4,733 | $64.5K | 0.00% | −389−7.6% | Reduced |
| Geneos Wealth Management Inc. | 4,790 | $65.3K | 0.00% | +3,403+245.3% | Added |