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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 5,586 | $76.1K | 0.01% | +1,637+41.5% | Added |
| Rothschild Investment LLC | 6,073 | $82.8K | 0.01% | −999−14.1% | Reduced |
| Financial Network Wealth Management LLC | 6,451 | $87.0K | 0.03% | +6,451 | New |
| Addison Advisors LLC | 6,387 | $87.1K | 0.02% | +258+4.2% | Added |
| GeoWealth Management, LLC | 7,285 | $99.3K | 0.00% | −1,840−20.2% | Reduced |
| Hexagon Capital Partners LLC | 7,789 | $106.2K | 0.02% | +680+9.6% | Added |
| LRI Investments, LLC | 8,459 | $115.3K | 0.01% | −6,697−44.2% | Reduced |
| Principal Securities, Inc. | 10,652 | $124.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 9,454 | $128.9K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 10,544 | $129.4K | 0.01% | +10,544 | New |
| Allworth Financial LP | 10,895 | $133.5K | 0.00% | −4,689−30.1% | Reduced |
| apricus wealth, LLC | 10,000 | $136.3K | 0.08% | −34,225−77.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,000 | $136.3K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,066 | $137.2K | 0.00% | +10,066 | New |
| Ascent Group, LLC | 10,068 | $137.2K | 0.01% | +10,068 | New |
| Millennium Management LLC | 10,080 | $137.4K | 0.00% | −711,725−98.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,486 | $142.9K | 0.00% | +10,486 | New |
| Sage Mountain Advisors LLC | 10,607 | $144.6K | 0.01% | −135−1.3% | Reduced |
| Accuvest Global Advisors | 10,660 | $145.0K | 0.12% | +10,660 | New |
| Marcum Wealth, LLC | 10,720 | $146.1K | 0.01% | +598+5.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,766 | $146.7K | 0.01% | +10,766 | New |
| Walleye Trading LLC | 10,946 | $149.2K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 11,000 | $149.9K | 0.01% | +11,000 | New |
| Savant Capital, LLC | 11,078 | $151.0K | 0.00% | +11,078 | New |
| Leo Wealth, LLC | 11,097 | $151.3K | 0.02% | +11,097 | New |
| Principal Street Partners, LLC | 11,193 | $152.6K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11,249 | $153.3K | 0.01% | +5,561+97.8% | Added |
| May Hill Capital, LLC | 11,258 | $153.4K | 0.06% | +961+9.3% | Added |
| Fifth Third Wealth Advisors LLC | 11,357 | $154.8K | 0.01% | +11,357 | New |
| Baker Tilly Wealth Management, LLC | 11,442 | $156.0K | 0.06% | +11,442 | New |
| MQS Management LLC | 11,503 | $156.8K | 0.09% | +11,503 | New |
| Independent Solutions Wealth Management, LLC | 11,633 | $158.6K | 0.04% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,675 | $159.1K | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $159.2K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,776 | $160.5K | 0.00% | −1,469−11.1% | Reduced |
| Sunpointe, LLC | 12,204 | $166.3K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 12,257 | $167.1K | 0.01% | +329+2.8% | Added |
| Advisor Group Holdings, Inc. | 12,382 | $168.8K | 0.00% | −19,348−61.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,481 | $170.1K | 0.02% | +12,481 | New |
| Huntington National Bank | 12,655 | $172.5K | 0.00% | +689+5.8% | Added |
| Fountainhead AM, LLC | 12,996 | $177.1K | 0.03% | +190+1.5% | Added |
| AXA S.A. | 13,000 | $177.2K | 0.00% | +968+8.0% | Added |
| Cresset Asset Management, LLC | 13,103 | $178.6K | 0.00% | −2,753−17.4% | Reduced |
| Canopy Partners, LLC | 13,140 | $179.1K | 0.07% | +15+0.1% | Added |
| Xponance, Inc. | 13,158 | $179.3K | 0.00% | −2,599−16.5% | Reduced |
| Merit Financial Group, LLC | 13,410 | $182.8K | 0.00% | +13,410 | New |
| Sowell Financial Services LLC | 13,441 | $183.2K | 0.01% | +13,441 | New |
| Walkner Condon Financial Advisors LLC | 13,468 | $183.7K | 0.04% | −158−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 13,563 | $184.9K | 0.00% | +518+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,791 | $188.0K | 0.00% | +124+0.9% | Added |
| Burns Matteson Capital Management, LLC | 13,952 | $190.2K | 0.10% | +3,322+31.3% | Added |
| Beacon Pointe Advisors, LLC | 14,041 | $191.4K | 0.00% | +14,041 | New |
| Prudent Man Advisors, LLC | 14,140 | $192.7K | 0.07% | +14,140 | New |
| Alliance Wealth Advisors, LLC | 14,157 | $193.0K | 0.05% | +1,865+15.2% | Added |
| Wallace Advisory Group, LLC | 16,519 | $193.6K | 0.13% | +4,879+41.9% | Added |
| Icon Wealth Advisors, LLC | 14,239 | $194.1K | 0.02% | +1,640+13.0% | Added |
| Riversedge Advisors, LLC | 14,241 | $194.1K | 0.04% | +2,176+18.0% | Added |
| Manchester Capital Management LLC | 14,474 | $197.3K | 0.02% | −1,968−12.0% | Reduced |
| Verus Capital Partners, LLC | 14,500 | $197.6K | 0.02% | −3,000−17.1% | Reduced |
| Financial Advocates Investment Management | 14,539 | $198.2K | 0.01% | +14,539 | New |
| Sapient Capital LLC | 14,800 | $201.7K | 0.00% | −473−3.1% | Reduced |
| Seven Mile Advisory | 14,841 | $202.3K | 0.14% | +97+0.7% | Added |
| Snowden Capital Advisors LLC | 14,940 | $203.6K | 0.01% | −182−1.2% | Reduced |
| First Affirmative Financial Network | 15,030 | $204.9K | 0.13% | −3,253−17.8% | Reduced |
| Moors & Cabot, Inc. | 15,100 | $205.8K | 0.01% | −41,500−73.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 15,149 | $206.5K | 0.15% | −978−6.1% | Reduced |
| Camden Capital, LLC | 15,182 | $206.9K | 0.02% | +210+1.4% | Added |
| Warren Averett Asset Management, LLC | 15,290 | $208.4K | 0.00% | +2,358+18.2% | Added |
| One Wealth Capital Management, LLC | 15,325 | $208.9K | 0.11% | +457+3.1% | Added |
| Farther Finance Advisors, LLC | 15,765 | $209.7K | 0.01% | −1,498−8.7% | Reduced |
| Atria Wealth Solutions, Inc. | 15,588 | $212.5K | 0.00% | +1,721+12.4% | Added |
| Fiduciary Trust Co | 15,814 | $215.5K | 0.00% | +15,814 | New |
| Moody National Bank Trust Division | 15,921 | $217.0K | 0.02% | +3,921+32.7% | Added |
| Colony Group, LLC | 15,959 | $217.5K | 0.00% | +2,058+14.8% | Added |
| VanderPol Investments L.L.C. | 15,995 | $218.0K | 0.46% | −3,246−16.9% | Reduced |
| Flputnam Investment Management Co | 16,103 | $219.5K | 0.00% | −229−1.4% | Reduced |
| NBC Securities, Inc. | 16,331 | $222.0K | 0.02% | +16,309+74,131.8% | Added |
| HighPoint Advisor Group LLC | 17,896 | $227.5K | 0.01% | −324−1.8% | Reduced |
| Wolverine Trading, LLC | 16,364 | $228.8K | 0.01% | +16,364 | New |
| Vista Wealth Management Group, LLC | 17,461 | $238.0K | 0.02% | +1,416+8.8% | Added |
| Commerce Bank | 17,478 | $238.2K | 0.00% | +878+5.3% | Added |
| We Are One Seven, LLC | 17,637 | $240.4K | 0.01% | −7,239−29.1% | Reduced |
| Foster Group, Inc. | 17,872 | $243.6K | 0.01% | +7,215+67.7% | Added |
| Cozad Asset Management Inc | 17,947 | $244.6K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 18,120 | $247.0K | 0.00% | +18,120 | New |
| Old National Bancorp | 18,552 | $252.9K | 0.01% | −1,289−6.5% | Reduced |
| West Family Investments, Inc. | 18,649 | $254.2K | 0.10% | −33,090−64.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,679 | $254.6K | 0.00% | +18,679 | New |
| Windward Capital Management Co | 19,067 | $259.9K | 0.02% | −910−4.6% | Reduced |
| Apollon Wealth Management, LLC | 19,105 | $260.4K | 0.01% | −745−3.8% | Reduced |
| Skopos Labs, Inc. | 19,394 | $264.3K | 0.06% | +17,811+1,125.1% | Added |
| Choate Investment Advisors | 19,439 | $265.0K | 0.01% | −76−0.4% | Reduced |
| ICONIQ Capital, LLC | 19,444 | $265.0K | 0.00% | −341−1.7% | Reduced |
| Wrapmanager Inc | 19,854 | $270.6K | 0.07% | −2,493−11.2% | Reduced |
| Keybank National Association | 20,342 | $277.3K | 0.00% | +1,506+8.0% | Added |
| Sivia Capital Partners, LLC | 20,843 | $284.1K | 0.13% | +20,843 | New |
| EverSource Wealth Advisors, LLC | 20,918 | $285.1K | 0.02% | −10,810−34.1% | Reduced |
| Hardy Reed LLC | 20,936 | $285.4K | 0.03% | +136+0.7% | Added |
| Hilltop Holdings Inc. | 21,252 | $289.7K | 0.02% | +2,216+11.6% | Added |
| DMG Group, LLC | 21,292 | $290.2K | 0.24% | +21,292 | New |