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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 430,242 | $5.86M | 0.00% | +40,639+10.4% | Added |
| Abn Amro Investment Solutions | 452,000 | $6.16M | 0.13% | −18,500−3.9% | Reduced |
| JustInvest LLC | 454,909 | $6.20M | 0.09% | +62,898+16.0% | Added |
| LPL Financial LLC | 458,231 | $6.25M | 0.00% | +124,828+37.4% | Added |
| Capital Wealth Planning, LLC | 469,373 | $6.40M | 0.06% | +150,010+47.0% | Added |
| M&T Bank Corp | 478,230 | $6.52M | 0.02% | −52,273−9.9% | Reduced |
| Boston Common Asset Management, LLC | 482,564 | $6.58M | 0.20% | +110,155+29.6% | Added |
| HighTower Advisors, LLC | 485,832 | $6.62M | 0.01% | +40,258+9.0% | Added |
| Pathstone Holdings, LLC | 493,008 | $6.71M | 0.03% | −10,710−2.1% | Reduced |
| Guardian Partners Inc. | 576,015 | $6.96M | 0.72% | −9,158−1.6% | Reduced |
| Citigroup Inc | 557,475 | $7.60M | 0.01% | −20,221−3.5% | Reduced |
| CIBC World Markets Inc. | 574,278 | $7.83M | 0.02% | −157,283−21.5% | Reduced |
| Journey Advisory Group, LLC | 587,551 | $8.01M | 0.66% | +587,551 | New |
| Federated Hermes, Inc. | 627,083 | $8.55M | 0.02% | −16,365−2.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 675,722 | $9.21M | 0.05% | +673,502+30,337.9% | Added |
| 1832 Asset Management L.P. | 713,069 | $9.72M | 0.02% | +695,529+3,965.4% | Added |
| O'Shaughnessy Asset Management, LLC | 754,820 | $10.3M | 0.08% | +6,430+0.9% | Added |
| Cerity Partners LLC | 775,554 | $10.6M | 0.02% | −8,443−1.1% | Reduced |
| QRG Capital Management, Inc. | 804,925 | $11.0M | 0.11% | +36,730+4.8% | Added |
| Brandes Investment Partners, LP | 865,486 | $11.8M | 0.12% | −374,022−30.2% | Reduced |
| Crossmark Global Holdings, Inc. | 875,145 | $11.9M | 0.21% | +958+0.1% | Added |
| National Bank of Canada | 919,846 | $12.5M | 0.01% | +919,846 | New |
| Creative Planning | 942,646 | $12.8M | 0.01% | +183,225+24.1% | Added |
| Invesco Ltd. | 977,144 | $13.3M | 0.00% | −231,265−19.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,032,054 | $14.1M | 0.00% | +195,227+23.3% | Added |
| Bank of New York Mellon Corp | 1,032,313 | $14.1M | 0.00% | −58,420−5.4% | Reduced |
| Thornburg Investment Management Inc | 1,055,372 | $14.4M | 0.20% | −161,729−13.3% | Reduced |
| Massachusetts Financial Services Co | 1,068,575 | $14.6M | 0.00% | +230,830+27.6% | Added |
| Quantinno Capital Management LP | 1,087,086 | $14.8M | 0.10% | +193,834+21.7% | Added |
| Neuberger Berman Group LLC | 1,209,682 | $16.8M | 0.01% | +16,793+1.4% | Added |
| UBS Group AG | 1,638,313 | $22.3M | 0.00% | +398,289+32.1% | Added |
| Stifel Financial Corp | 1,886,203 | $25.7M | 0.03% | −70,641−3.6% | Reduced |
| American Century Companies Inc | 1,941,474 | $26.5M | 0.02% | +73,277+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 2,509,710 | $34.2M | 0.31% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 2,558,102 | $34.9M | 0.53% | +1,629,765+175.6% | Added |
| Raymond James Financial Inc | 2,778,517 | $37.9M | 0.01% | +282,644+11.3% | Added |
| Wells Fargo & Company | 2,933,940 | $40.0M | 0.01% | +377,143+14.8% | Added |
| SEI Investments Co | 3,940,356 | $53.7M | 0.07% | −152,491−3.7% | Reduced |
| Dimensional Fund Advisors LP | 3,993,269 | $54.4M | 0.01% | −1,351,756−25.3% | Reduced |
| Todd Asset Management LLC | 4,038,105 | $55.0M | 1.30% | −31,558−0.8% | Reduced |
| Envestnet Asset Management Inc | 4,820,099 | $65.7M | 0.02% | +13,167+0.3% | Added |
| Clearbridge Investments, LLC | 5,595,525 | $76.3M | 0.07% | +1,772,995+46.4% | Added |
| FMR LLC | 5,687,529 | $77.5M | 0.00% | +376,249+7.1% | Added |
| Royal Bank of Canada | 5,980,392 | $81.5M | 0.02% | −40,879−0.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 6,197,764 | $84.5M | 0.27% | +247,508+4.2% | Added |
| Morgan Stanley | 7,231,258 | $98.6M | 0.01% | −52,637−0.7% | Reduced |
| BlackRock, Inc. | 7,823,168 | $106.6M | 0.00% | +437,029+5.9% | Added |
| Natixis Advisors, L.P. | 10,756,565 | $146.6M | 0.27% | +905,674+9.2% | Added |
| Northern Trust Corp | 11,407,268 | $155.5M | 0.02% | +885,189+8.4% | Added |
| Goldman Sachs Group Inc | 12,652,332 | $172.5M | 0.03% | +288,583+2.3% | Added |
| Bank of America Corp | 19,646,390 | $267.8M | 0.02% | −54,405−0.3% | Reduced |
| Aristotle Capital Management, LLC | 60,571,452 | $825.6M | 1.64% | −2,572,759−4.1% | Reduced |
| Fisher Asset Management, LLC | 76,237,791 | $1.04B | 0.45% | +68,389,085+871.3% | Added |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −120,661−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −109,720−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −96,296−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −91,933−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −62,218−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −53,892−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −44,541−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −36,072−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −26,711−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −23,827−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −23,037−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −20,883−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −20,154−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −19,748−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,036−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −15,595−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −11,742−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −10,094−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −10,070−100.0% | Sold out |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −8,377−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Conquis Financial LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Edge Capital Group, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Madison Investment Advisors, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |