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 |
|---|---|---|---|---|---|
| Blue Barn Wealth, LLC | 21,327 | $290.7K | 0.15% | +4,699+28.3% | Added |
| Glenmede Trust Co NA | 21,476 | $292.7K | 0.00% | −74−0.3% | Reduced |
| Lido Advisors, LLC | 21,531 | $293.5K | 0.00% | −2,105−8.9% | Reduced |
| Kathmere Capital Management, LLC | 21,956 | $299.3K | 0.03% | +6,033+37.9% | Added |
| Trust Point Inc. | 22,344 | $304.6K | 0.03% | +57+0.3% | Added |
| 180 Wealth Advisors, LLC | 22,865 | $311.6K | 0.05% | −2,906−11.3% | Reduced |
| Sym Financial Corp | 22,973 | $313.1K | 0.04% | +3,127+15.8% | Added |
| Transamerica Financial Advisors, Inc. | 23,124 | $316.0K | 0.03% | +42+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 23,342 | $318.2K | 0.02% | −1,129−4.6% | Reduced |
| Clarius Group, LLC | 23,427 | $319.3K | 0.02% | −5,886−20.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 23,454 | $320.0K | 0.07% | −12,000−33.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 24,049 | $327.8K | 0.06% | +224+0.9% | Added |
| Kestra Advisory Services, LLC | 24,132 | $328.9K | 0.00% | −8,007−24.9% | Reduced |
| Cromwell Holdings LLC | 24,134 | $328.9K | 0.21% | 00.0% | Unchanged |
| Toronto Dominion Bank | 24,450 | $333.0K | 0.00% | −361,650−93.7% | Reduced |
| PDS Planning, Inc | 24,653 | $336.0K | 0.03% | +306+1.3% | Added |
| Resonant Capital Advisors, LLC | 24,687 | $336.5K | 0.02% | +3,731+17.8% | Added |
| Ieq Capital, LLC | 25,069 | $341.7K | 0.00% | +2,334+10.3% | Added |
| Jones Financial Companies LLLP | 24,564 | $342.7K | 0.00% | +3,659+17.5% | Added |
| Wedmont Private Capital | 29,658 | $343.7K | 0.02% | +1,126+3.9% | Added |
| Simon Quick Advisors, LLC | 26,357 | $359.2K | 0.02% | +11,152+73.3% | Added |
| Keel Point, LLC | 26,401 | $359.9K | 0.03% | −323−1.2% | Reduced |
| Shilanski & Associates, Inc. | 26,478 | $360.9K | 0.11% | −2,277−7.9% | Reduced |
| Abel Hall, LLC | 26,772 | $364.9K | 0.22% | +6,438+31.7% | Added |
| Legacy Financial Advisors, Inc. | 26,874 | $366.3K | 0.06% | +3,283+13.9% | Added |
| Custom Index Systems, LLC | 26,972 | $367.6K | 0.19% | +2,969+12.4% | Added |
| Seeds Investor LLC | 27,326 | $372.4K | 0.10% | −1,078−3.8% | Reduced |
| Everpar Advisors LLC | 27,924 | $380.6K | 0.20% | −2,348−7.8% | Reduced |
| Denali Advisors LLC | 28,348 | $386.4K | 0.04% | −85−0.3% | Reduced |
| Advisors Preferred, LLC | 29,976 | $398.7K | 0.05% | +29,976 | New |
| Pinnacle Associates Ltd | 29,318 | $399.6K | 0.01% | +373+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 29,790 | $406.0K | 0.00% | +2,204+8.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 30,743 | $419.0K | 0.06% | +243+0.8% | Added |
| Bridgewater Advisors Inc. | 33,399 | $424.5K | 0.04% | −117−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 31,266 | $426.2K | 0.01% | +6,759+27.6% | Added |
| Lindbrook Capital, LLC | 31,495 | $429.3K | 0.04% | +983+3.2% | Added |
| Bleakley Financial Group, LLC | 31,774 | $433.1K | 0.01% | +1,923+6.4% | Added |
| Financial Counselors Inc | 31,874 | $434.4K | 0.01% | −12,420−28.0% | Reduced |
| Claro Advisors LLC | 32,211 | $439.0K | 0.06% | +1,588+5.2% | Added |
| Cetera Trust Company, N.A | 32,220 | $439.2K | 0.28% | −575−1.8% | Reduced |
| Walleye Capital LLC | 32,408 | $441.7K | 0.00% | +32,408 | New |
| New York State Common Retirement Fund | 32,597 | $444.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 33,247 | $453.2K | 0.01% | −29,618−47.1% | Reduced |
| Barometer Capital Management Inc. | 34,000 | $463.4K | 0.17% | +15,200+80.9% | Added |
| State Street Corp | 34,020 | $463.7K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 34,360 | $468.3K | 0.00% | −10,710−23.8% | Reduced |
| Gallacher Capital Management LLC | 34,414 | $469.1K | 0.23% | +89+0.3% | Added |
| Mission Wealth Management, LP | 34,532 | $470.7K | 0.01% | −1,304−3.6% | Reduced |
| Optas, LLC | 35,310 | $481.3K | 0.08% | +2,715+8.3% | Added |
| Aprio Wealth Management, LLC | 36,472 | $497.1K | 0.06% | +11,639+46.9% | Added |
| Traveka Wealth, LLC | 38,516 | $525.0K | 0.29% | +257+0.7% | Added |
| Diversify Advisory Services, LLC | 41,630 | $529.1K | 0.03% | +10,440+33.5% | Added |
| Dauntless Investment Group, LLC | 39,138 | $533.5K | 1.97% | 00.0% | Unchanged |
| Norden Group LLC | 39,152 | $533.6K | 0.06% | +2,982+8.2% | Added |
| Sagespring Wealth Partners, LLC | 39,593 | $539.7K | 0.01% | +12,423+45.7% | Added |
| Sage Rhino Capital LLC | 39,701 | $541.1K | 0.13% | −291−0.7% | Reduced |
| Silver Oak Securities, Inc | 39,152 | $547.3K | 0.05% | +1,813+4.9% | Added |
| SG Americas Securities, LLC | 40,264 | $549.0K | 0.00% | +23,706+143.2% | Added |
| Procyon Private Wealth Partners, LLC | 41,374 | $563.9K | 0.03% | +1,915+4.9% | Added |
| Acadian Asset Management LLC | 41,909 | $571.0K | 0.00% | +21,379+104.1% | Added |
| Coldstream Capital Management Inc | 42,144 | $574.4K | 0.01% | +4,982+13.4% | Added |
| Assetmark, Inc | 43,286 | $590.0K | 0.00% | −1,628−3.6% | Reduced |
| RNC Capital Management LLC | 43,350 | $590.9K | 0.03% | +810+1.9% | Added |
| Valeo Financial Advisors, LLC | 43,956 | $599.1K | 0.02% | +6,745+18.1% | Added |
| Cordatus Wealth Management LLC | 44,116 | $601.0K | 0.16% | +44,116 | New |
| Successful Portfolios LLC | 44,481 | $606.3K | 0.41% | 00.0% | Unchanged |
| Five Oceans Advisors | 44,498 | $606.5K | 0.29% | 00.0% | Unchanged |
| GAMMA Investing LLC | 44,607 | $608.0K | 0.05% | +8,349+23.0% | Added |
| Northwestern Mutual Wealth Management Co | 44,796 | $610.6K | 0.00% | +18,947+73.3% | Added |
| Hunter Perkins Capital Management, LLC | 44,900 | $612.0K | 0.14% | −2,700−5.7% | Reduced |
| Marex Group plc | 45,000 | $613.4K | 0.01% | −7,500−14.3% | Reduced |
| Louisbourg Investments Inc. | 45,310 | $617.6K | 0.17% | 00.0% | Unchanged |
| HRT Financial LP | 45,429 | $619.0K | 0.00% | +45,429 | New |
| Linden Thomas Advisory Services, LLC | 45,752 | $623.6K | 0.08% | +4,818+11.8% | Added |
| Blair William & Co | 46,015 | $627.2K | 0.00% | −844−1.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 45,000 | $629.1K | 0.39% | −60,000−57.1% | Reduced |
| Sequoia Financial Advisors, LLC | 48,130 | $656.0K | 0.01% | −762−1.6% | Reduced |
| Parallel Advisors, LLC | 48,547 | $661.7K | 0.01% | +2,087+4.5% | Added |
| Portside Wealth Group, LLC | 48,798 | $665.1K | 0.11% | +6,759+16.1% | Added |
| Integrated Wealth Concepts LLC | 48,839 | $665.7K | 0.01% | −867−1.7% | Reduced |
| Personal Cfo Solutions, LLC | 49,144 | $669.8K | 0.14% | +474+1.0% | Added |
| Marks Group Wealth Management, Inc | 49,170 | $670.2K | 0.06% | +13,136+36.5% | Added |
| Kestra Private Wealth Services, LLC | 49,445 | $673.9K | 0.01% | +49,445 | New |
| Atlas Capital Advisors LLC | 49,678 | $677.1K | 0.08% | +458+0.9% | Added |
| Versant Capital Management, Inc | 50,884 | $693.5K | 0.12% | +44,844+742.5% | Added |
| Prospera Financial Services Inc | 51,695 | $704.6K | 0.02% | +51,695 | New |
| Private Advisor Group, LLC | 51,708 | $704.8K | 0.00% | −14,641−22.1% | Reduced |
| Franklin Resources Inc | 51,987 | $708.6K | 0.00% | +123+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 52,271 | $712.5K | 0.00% | −7,694−12.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 51,743 | $724.8K | 0.01% | +2,422+4.9% | Added |
| Advisors Asset Management, Inc. | 55,202 | $752.4K | 0.01% | +2,280+4.3% | Added |
| Harbour Capital Advisors, LLC | 65,177 | $788.6K | 0.19% | +370+0.6% | Added |
| Anthracite Investment Company, Inc. | 59,942 | $817.0K | 0.51% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 60,794 | $828.6K | 0.01% | +60,794 | New |
| Envestnet Portfolio Solutions, Inc. | 61,140 | $833.3K | 0.00% | −38,533−38.7% | Reduced |
| Synovus Financial Corp | 62,369 | $850.1K | 0.01% | −236,473−79.1% | Reduced |
| Ballast Advisors LLC | 63,069 | $859.6K | 0.27% | 00.0% | Unchanged |
| Wealth Alliance | 63,161 | $860.9K | 0.10% | +16,265+34.7% | Added |
| Dorsey & Whitney Trust CO LLC | 64,590 | $880.4K | 0.05% | +133+0.2% | Added |
| Ewa, LLC | 65,987 | $899.4K | 0.33% | −816−1.2% | Reduced |