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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 66,866 | $911.4K | 0.01% | +5,542+9.0% | Added |
| Smartleaf Asset Management LLC | 67,199 | $939.4K | 0.09% | +9,995+17.5% | Added |
| Rehmann Capital Advisory Group | 69,043 | $941.1K | 0.06% | −636−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 69,687 | $949.8K | 0.02% | +34,992+100.9% | Added |
| Hantz Financial Services, Inc. | 71,391 | $973.0K | 0.02% | −29,733−29.4% | Reduced |
| GWM Advisors LLC | 71,556 | $975.3K | 0.01% | −1,316−1.8% | Reduced |
| Ballentine Partners, LLC | 71,962 | $980.8K | 0.02% | +3,207+4.7% | Added |
| Callan Family Office, LLC | 74,230 | $1.01M | 0.08% | −47,881−39.2% | Reduced |
| Congress Wealth Management LLC | 75,191 | $1.03M | 0.01% | +144+0.2% | Added |
| RSM US Wealth Management LLC | 76,047 | $1.04M | 0.02% | −297−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 76,563 | $1.04M | 0.07% | +4,945+6.9% | Added |
| HB Wealth Management, LLC | 78,836 | $1.07M | 0.01% | +8,663+12.3% | Added |
| Schechter Investment Advisors, LLC | 80,105 | $1.09M | 0.09% | −24,779−23.6% | Reduced |
| Hancock Whitney Corp | 83,172 | $1.13M | 0.04% | −2,027−2.4% | Reduced |
| Fifth Third Bancorp | 84,677 | $1.15M | 0.00% | −330.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 88,180 | $1.16M | 0.00% | +4,664+5.6% | Added |
| Evergreen Capital Management LLC | 87,011 | $1.19M | 0.04% | +796+0.9% | Added |
| Twin Tree Management, LP | 87,870 | $1.20M | 0.03% | +87,870 | New |
| Callan Capital, LLC | 88,492 | $1.21M | 0.09% | +18,651+26.7% | Added |
| Baird Financial Group, Inc. | 89,228 | $1.22M | 0.00% | +89,228 | New |
| Highland Capital Management, LLC | 89,350 | $1.22M | 0.07% | −6,550−6.8% | Reduced |
| Captrust Financial Advisors | 90,148 | $1.23M | 0.00% | +48,109+114.4% | Added |
| Aaron Wealth Advisors | 91,126 | $1.24M | 0.14% | +5,565+6.5% | Added |
| Confluence Investment Management LLC | 92,147 | $1.26M | 0.02% | −852−0.9% | Reduced |
| Davenport & Co LLC | 93,868 | $1.28M | 0.01% | +5,114+5.8% | Added |
| Intrust Bank NA | 96,305 | $1.31M | 0.13% | +181+0.2% | Added |
| AdvisorShares Investments LLC | 99,614 | $1.32M | 0.26% | +31,380+46.0% | Added |
| Capital Fund Management S.A. | 105,016 | $1.43M | 0.02% | +105,016 | New |
| Pacer Advisors, Inc. | 106,291 | $1.45M | 0.00% | +725+0.7% | Added |
| Russell Investments Group, Ltd. | 107,211 | $1.46M | 0.00% | +33,367+45.2% | Added |
| United Capital Financial Advisers, LLC | 107,527 | $1.47M | 0.01% | +1,222+1.1% | Added |
| BTC Capital Management, Inc. | 111,573 | $1.52M | 0.14% | +2,352+2.2% | Added |
| 17 Capital Partners, LLC | 111,683 | $1.52M | 0.98% | 00.0% | Unchanged |
| Greenleaf Trust | 114,605 | $1.56M | 0.01% | −38,865−25.3% | Reduced |
| Calamos Wealth Management LLC | 115,783 | $1.58M | 0.08% | +6,485+5.9% | Added |
| Diversify Wealth Management, LLC | 125,640 | $1.60M | 0.12% | +13,155+11.7% | Added |
| CI Private Wealth, LLC | 118,725 | $1.62M | 0.00% | −1,633−1.4% | Reduced |
| Janney Montgomery Scott LLC | 119,616 | $1.63M | 0.00% | +1,497+1.3% | Added |
| Henry James International Management, Inc. | 120,605 | $1.64M | 0.56% | +95,394+378.4% | Added |
| Atomi Financial Group, Inc. | 120,974 | $1.65M | 0.08% | +18,962+18.6% | Added |
| Bank of Montreal | 125,441 | $1.71M | 0.00% | +21,489+20.7% | Added |
| Bailard, Inc. | 128,537 | $1.75M | 0.05% | −3,906−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 130,656 | $1.78M | 0.00% | +15,293+13.3% | Added |
| Yousif Capital Management, LLC | 136,367 | $1.86M | 0.02% | −51,665−27.5% | Reduced |
| Cetera Investment Advisers | 141,984 | $1.94M | 0.00% | +13,904+10.9% | Added |
| Lockheed Martin Investment Management Co | 143,880 | $1.96M | 0.08% | −6,490−4.3% | Reduced |
| Oppenheimer Asset Management Inc. | 144,537 | $1.97M | 0.02% | +19,255+15.4% | Added |
| Henshaw Capital LLC | 159,608 | $2.18M | 0.10% | +62,772+64.8% | Added |
| FORA Capital, LLC | 161,354 | $2.20M | 0.22% | +161,354 | New |
| Madison Asset Management, LLC | 162,038 | $2.21M | 0.02% | −11,766−6.8% | Reduced |
| Sanctuary Advisors, LLC | 165,130 | $2.25M | 0.02% | −133,356−44.7% | Reduced |
| CAPROCK Group, Inc. | 165,910 | $2.26M | 0.07% | +29,253+21.4% | Added |
| Exencial Wealth Advisors, LLC | 172,398 | $2.35M | 0.09% | −24,589−12.5% | Reduced |
| Whittier Trust Co | 173,696 | $2.37M | 0.03% | +18,755+12.1% | Added |
| Qtron Investments LLC | 179,123 | $2.44M | 0.37% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 181,276 | $2.47M | 0.01% | −47,366−20.7% | Reduced |
| Altman Advisors, Inc. | 198,762 | $2.51M | 1.16% | −1,762−0.9% | Reduced |
| SCS Capital Management LLC | 190,237 | $2.59M | 0.03% | +190,237 | New |
| Susquehanna International Group, LLP | 194,484 | $2.65M | 0.00% | +101,622+109.4% | Added |
| Ritholtz Wealth Management | 197,228 | $2.69M | 0.08% | −22,602−10.3% | Reduced |
| Rhumbline Advisers | 198,340 | $2.70M | 0.00% | −35,585−15.2% | Reduced |
| Rockefeller Capital Management L.P. | 204,351 | $2.79M | 0.01% | +51,825+34.0% | Added |
| Ethic Inc. | 212,459 | $2.83M | 0.06% | +377+0.2% | Added |
| Renaissance Technologies LLC | 213,711 | $2.91M | 0.00% | −347,920−61.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 216,804 | $2.96M | 0.82% | −12,603−5.5% | Reduced |
| Alaethes Wealth LLC | 217,110 | $2.96M | 1.08% | +2,293+1.1% | Added |
| TD Waterhouse Canada Inc. | 241,668 | $3.21M | 0.03% | +240,950+33,558.5% | Added |
| Vident Advisory, LLC | 236,216 | $3.22M | 0.05% | +35,661+17.8% | Added |
| TD Asset Management Inc | 246,147 | $3.35M | 0.00% | +5,302+2.2% | Added |
| Allianz SE | 255,000 | $3.48M | 0.09% | +255,000 | New |
| Naviter Wealth, LLC | 252,396 | $3.53M | 0.43% | +2,590+1.0% | Added |
| Signaturefd, LLC | 272,227 | $3.71M | 0.07% | +6,664+2.5% | Added |
| Jane Street Group, LLC | 274,089 | $3.74M | 0.01% | +142,696+108.6% | Added |
| Pekin Hardy Strauss, Inc. | 276,525 | $3.77M | 0.46% | +16,250+6.2% | Added |
| Dorsey Wright & Associates | 278,256 | $3.79M | 0.97% | −35,051−11.2% | Reduced |
| Ameriprise Financial Inc | 287,470 | $3.92M | 0.00% | +24,633+9.4% | Added |
| Bamco Inc | 295,681 | $4.03M | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 298,272 | $4.07M | 0.04% | +47,735+19.1% | Added |
| Mariner, LLC | 298,530 | $4.07M | 0.01% | +68,026+29.5% | Added |
| Atria Investments LLC | 324,137 | $4.42M | 0.06% | −14,943−4.4% | Reduced |
| Price T Rowe Associates Inc | 327,806 | $4.47M | 0.00% | +327,806 | New |
| AQR Capital Management LLC | 334,909 | $4.56M | 0.00% | +101,930+43.8% | Added |
| MML Investors Services, LLC | 335,371 | $4.57M | 0.02% | +88,681+35.9% | Added |
| Moran Wealth Management, LLC | 340,440 | $4.64M | 0.16% | −22,108−6.1% | Reduced |
| Quadrant Capital Group LLC | 340,702 | $4.64M | 0.17% | +228,148+202.7% | Added |
| The PNC Financial Services Group, Inc. | 343,602 | $4.68M | 0.00% | +38,196+12.5% | Added |
| LMR Partners LLP | 344,600 | $4.70M | 0.09% | +344,600 | New |
| Qube Research & Technologies Ltd | 346,094 | $4.72M | 0.01% | +53,735+18.4% | Added |
| Augustine Asset Management Inc | 351,878 | $4.80M | 1.40% | +1,665+0.5% | Added |
| Eagle Global Advisors LLC | 355,434 | $4.84M | 0.20% | −7,700−2.1% | Reduced |
| Bessemer Group Inc | 356,442 | $4.86M | 0.01% | +44,231+14.2% | Added |
| Forum Financial Management, LP | 357,561 | $4.87M | 0.08% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 371,405 | $5.06M | 0.01% | +39,527+11.9% | Added |
| US Bancorp | 371,814 | $5.07M | 0.01% | +41,238+12.5% | Added |
| Ramirez Asset Management, Inc. | 386,020 | $5.26M | 1.09% | −40,830−9.6% | Reduced |
| RMB Capital Management, LLC | 391,244 | $5.33M | 0.13% | +391,244 | New |
| Truist Financial Corp | 401,069 | $5.47M | 0.01% | +1,096+0.3% | Added |
| First Trust Advisors LP | 404,612 | $5.51M | 0.00% | −5,892−1.4% | Reduced |
| Brinker Capital Investments, LLC | 425,497 | $5.80M | 0.06% | +35,807+9.2% | Added |
| Orion Portfolio Solutions, LLC | 425,497 | $5.80M | 0.06% | +35,807+9.2% | Added |