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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 172,398 | $2.35M | 0.09% | −24,589−12.5% | Reduced |
| CAPROCK Group, Inc. | 165,910 | $2.26M | 0.07% | +29,253+21.4% | Added |
| Sanctuary Advisors, LLC | 165,130 | $2.25M | 0.02% | −133,356−44.7% | Reduced |
| Madison Asset Management, LLC | 162,038 | $2.21M | 0.02% | −11,766−6.8% | Reduced |
| FORA Capital, LLC | 161,354 | $2.20M | 0.22% | +161,354 | New |
| Henshaw Capital LLC | 159,608 | $2.18M | 0.10% | +62,772+64.8% | Added |
| Oppenheimer Asset Management Inc. | 144,537 | $1.97M | 0.02% | +19,255+15.4% | Added |
| Lockheed Martin Investment Management Co | 143,880 | $1.96M | 0.08% | −6,490−4.3% | Reduced |
| Cetera Investment Advisers | 141,984 | $1.94M | 0.00% | +13,904+10.9% | Added |
| Yousif Capital Management, LLC | 136,367 | $1.86M | 0.02% | −51,665−27.5% | Reduced |
| Commonwealth Equity Services, LLC | 130,656 | $1.78M | 0.00% | +15,293+13.3% | Added |
| Bailard, Inc. | 128,537 | $1.75M | 0.05% | −3,906−2.9% | Reduced |
| Bank of Montreal | 125,441 | $1.71M | 0.00% | +21,489+20.7% | Added |
| Atomi Financial Group, Inc. | 120,974 | $1.65M | 0.08% | +18,962+18.6% | Added |
| Henry James International Management, Inc. | 120,605 | $1.64M | 0.56% | +95,394+378.4% | Added |
| Janney Montgomery Scott LLC | 119,616 | $1.63M | 0.00% | +1,497+1.3% | Added |
| CI Private Wealth, LLC | 118,725 | $1.62M | 0.00% | −1,633−1.4% | Reduced |
| Diversify Wealth Management, LLC | 125,640 | $1.60M | 0.12% | +13,155+11.7% | Added |
| Calamos Wealth Management LLC | 115,783 | $1.58M | 0.08% | +6,485+5.9% | Added |
| Greenleaf Trust | 114,605 | $1.56M | 0.01% | −38,865−25.3% | Reduced |
| 17 Capital Partners, LLC | 111,683 | $1.52M | 0.98% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 111,573 | $1.52M | 0.14% | +2,352+2.2% | Added |
| United Capital Financial Advisers, LLC | 107,527 | $1.47M | 0.01% | +1,222+1.1% | Added |
| Russell Investments Group, Ltd. | 107,211 | $1.46M | 0.00% | +33,367+45.2% | Added |
| Pacer Advisors, Inc. | 106,291 | $1.45M | 0.00% | +725+0.7% | Added |
| Capital Fund Management S.A. | 105,016 | $1.43M | 0.02% | +105,016 | New |
| AdvisorShares Investments LLC | 99,614 | $1.32M | 0.26% | +31,380+46.0% | Added |
| Intrust Bank NA | 96,305 | $1.31M | 0.13% | +181+0.2% | Added |
| Davenport & Co LLC | 93,868 | $1.28M | 0.01% | +5,114+5.8% | Added |
| Confluence Investment Management LLC | 92,147 | $1.26M | 0.02% | −852−0.9% | Reduced |
| Aaron Wealth Advisors | 91,126 | $1.24M | 0.14% | +5,565+6.5% | Added |
| Captrust Financial Advisors | 90,148 | $1.23M | 0.00% | +48,109+114.4% | Added |
| Highland Capital Management, LLC | 89,350 | $1.22M | 0.07% | −6,550−6.8% | Reduced |
| Baird Financial Group, Inc. | 89,228 | $1.22M | 0.00% | +89,228 | New |
| Callan Capital, LLC | 88,492 | $1.21M | 0.09% | +18,651+26.7% | Added |
| Twin Tree Management, LP | 87,870 | $1.20M | 0.03% | +87,870 | New |
| Evergreen Capital Management LLC | 87,011 | $1.19M | 0.04% | +796+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 88,180 | $1.16M | 0.00% | +4,664+5.6% | Added |
| Fifth Third Bancorp | 84,677 | $1.15M | 0.00% | −330.0% | Reduced |
| Hancock Whitney Corp | 83,172 | $1.13M | 0.04% | −2,027−2.4% | Reduced |
| Schechter Investment Advisors, LLC | 80,105 | $1.09M | 0.09% | −24,779−23.6% | Reduced |
| HB Wealth Management, LLC | 78,836 | $1.07M | 0.01% | +8,663+12.3% | Added |
| Checchi Capital Advisers, LLC | 76,563 | $1.04M | 0.07% | +4,945+6.9% | Added |
| RSM US Wealth Management LLC | 76,047 | $1.04M | 0.02% | −297−0.4% | Reduced |
| Congress Wealth Management LLC | 75,191 | $1.03M | 0.01% | +144+0.2% | Added |
| Callan Family Office, LLC | 74,230 | $1.01M | 0.08% | −47,881−39.2% | Reduced |
| Ballentine Partners, LLC | 71,962 | $980.8K | 0.02% | +3,207+4.7% | Added |
| GWM Advisors LLC | 71,556 | $975.3K | 0.01% | −1,316−1.8% | Reduced |
| Hantz Financial Services, Inc. | 71,391 | $973.0K | 0.02% | −29,733−29.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 69,687 | $949.8K | 0.02% | +34,992+100.9% | Added |
| Rehmann Capital Advisory Group | 69,043 | $941.1K | 0.06% | −636−0.9% | Reduced |
| Smartleaf Asset Management LLC | 67,199 | $939.4K | 0.09% | +9,995+17.5% | Added |
| Ronald Blue Trust, Inc. | 66,866 | $911.4K | 0.01% | +5,542+9.0% | Added |
| Ewa, LLC | 65,987 | $899.4K | 0.33% | −816−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 64,590 | $880.4K | 0.05% | +133+0.2% | Added |
| Wealth Alliance | 63,161 | $860.9K | 0.10% | +16,265+34.7% | Added |
| Ballast Advisors LLC | 63,069 | $859.6K | 0.27% | 00.0% | Unchanged |
| Synovus Financial Corp | 62,369 | $850.1K | 0.01% | −236,473−79.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 61,140 | $833.3K | 0.00% | −38,533−38.7% | Reduced |
| Swiss Life Asset Management Ltd | 60,794 | $828.6K | 0.01% | +60,794 | New |
| Anthracite Investment Company, Inc. | 59,942 | $817.0K | 0.51% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 65,177 | $788.6K | 0.19% | +370+0.6% | Added |
| Advisors Asset Management, Inc. | 55,202 | $752.4K | 0.01% | +2,280+4.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 51,743 | $724.8K | 0.01% | +2,422+4.9% | Added |
| Kovitz Investment Group Partners, LLC | 52,271 | $712.5K | 0.00% | −7,694−12.8% | Reduced |
| Franklin Resources Inc | 51,987 | $708.6K | 0.00% | +123+0.2% | Added |
| Private Advisor Group, LLC | 51,708 | $704.8K | 0.00% | −14,641−22.1% | Reduced |
| Prospera Financial Services Inc | 51,695 | $704.6K | 0.02% | +51,695 | New |
| Versant Capital Management, Inc | 50,884 | $693.5K | 0.12% | +44,844+742.5% | Added |
| Atlas Capital Advisors LLC | 49,678 | $677.1K | 0.08% | +458+0.9% | Added |
| Kestra Private Wealth Services, LLC | 49,445 | $673.9K | 0.01% | +49,445 | New |
| Marks Group Wealth Management, Inc | 49,170 | $670.2K | 0.06% | +13,136+36.5% | Added |
| Personal Cfo Solutions, LLC | 49,144 | $669.8K | 0.14% | +474+1.0% | Added |
| Integrated Wealth Concepts LLC | 48,839 | $665.7K | 0.01% | −867−1.7% | Reduced |
| Portside Wealth Group, LLC | 48,798 | $665.1K | 0.11% | +6,759+16.1% | Added |
| Parallel Advisors, LLC | 48,547 | $661.7K | 0.01% | +2,087+4.5% | Added |
| Sequoia Financial Advisors, LLC | 48,130 | $656.0K | 0.01% | −762−1.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 45,000 | $629.1K | 0.39% | −60,000−57.1% | Reduced |
| Blair William & Co | 46,015 | $627.2K | 0.00% | −844−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 45,752 | $623.6K | 0.08% | +4,818+11.8% | Added |
| HRT Financial LP | 45,429 | $619.0K | 0.00% | +45,429 | New |
| Louisbourg Investments Inc. | 45,310 | $617.6K | 0.17% | 00.0% | Unchanged |
| Marex Group plc | 45,000 | $613.4K | 0.01% | −7,500−14.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 44,900 | $612.0K | 0.14% | −2,700−5.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 44,796 | $610.6K | 0.00% | +18,947+73.3% | Added |
| GAMMA Investing LLC | 44,607 | $608.0K | 0.05% | +8,349+23.0% | Added |
| Five Oceans Advisors | 44,498 | $606.5K | 0.29% | 00.0% | Unchanged |
| Successful Portfolios LLC | 44,481 | $606.3K | 0.41% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 44,116 | $601.0K | 0.16% | +44,116 | New |
| Valeo Financial Advisors, LLC | 43,956 | $599.1K | 0.02% | +6,745+18.1% | Added |
| RNC Capital Management LLC | 43,350 | $590.9K | 0.03% | +810+1.9% | Added |
| Assetmark, Inc | 43,286 | $590.0K | 0.00% | −1,628−3.6% | Reduced |
| Coldstream Capital Management Inc | 42,144 | $574.4K | 0.01% | +4,982+13.4% | Added |
| Acadian Asset Management LLC | 41,909 | $571.0K | 0.00% | +21,379+104.1% | Added |
| Procyon Private Wealth Partners, LLC | 41,374 | $563.9K | 0.03% | +1,915+4.9% | Added |
| SG Americas Securities, LLC | 40,264 | $549.0K | 0.00% | +23,706+143.2% | Added |
| Silver Oak Securities, Inc | 39,152 | $547.3K | 0.05% | +1,813+4.9% | Added |
| Sage Rhino Capital LLC | 39,701 | $541.1K | 0.13% | −291−0.7% | Reduced |
| Sagespring Wealth Partners, LLC | 39,593 | $539.7K | 0.01% | +12,423+45.7% | Added |
| Norden Group LLC | 39,152 | $533.6K | 0.06% | +2,982+8.2% | Added |