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 |
|---|---|---|---|---|---|
| Dauntless Investment Group, LLC | 39,138 | $533.5K | 1.97% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 41,630 | $529.1K | 0.03% | +10,440+33.5% | Added |
| Traveka Wealth, LLC | 38,516 | $525.0K | 0.29% | +257+0.7% | Added |
| Aprio Wealth Management, LLC | 36,472 | $497.1K | 0.06% | +11,639+46.9% | Added |
| Optas, LLC | 35,310 | $481.3K | 0.08% | +2,715+8.3% | Added |
| Mission Wealth Management, LP | 34,532 | $470.7K | 0.01% | −1,304−3.6% | Reduced |
| Gallacher Capital Management LLC | 34,414 | $469.1K | 0.23% | +89+0.3% | Added |
| Johnson Investment Counsel Inc | 34,360 | $468.3K | 0.00% | −10,710−23.8% | Reduced |
| State Street Corp | 34,020 | $463.7K | 0.00% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 34,000 | $463.4K | 0.17% | +15,200+80.9% | Added |
| Benjamin Edwards Inc | 33,247 | $453.2K | 0.01% | −29,618−47.1% | Reduced |
| New York State Common Retirement Fund | 32,597 | $444.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 32,408 | $441.7K | 0.00% | +32,408 | New |
| Cetera Trust Company, N.A | 32,220 | $439.2K | 0.28% | −575−1.8% | Reduced |
| Claro Advisors LLC | 32,211 | $439.0K | 0.06% | +1,588+5.2% | Added |
| Financial Counselors Inc | 31,874 | $434.4K | 0.01% | −12,420−28.0% | Reduced |
| Bleakley Financial Group, LLC | 31,774 | $433.1K | 0.01% | +1,923+6.4% | Added |
| Lindbrook Capital, LLC | 31,495 | $429.3K | 0.04% | +983+3.2% | Added |
| Resources Investment Advisors, LLC. | 31,266 | $426.2K | 0.01% | +6,759+27.6% | Added |
| Bridgewater Advisors Inc. | 33,399 | $424.5K | 0.04% | −117−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 30,743 | $419.0K | 0.06% | +243+0.8% | Added |
| Prime Capital Investment Advisors, LLC | 29,790 | $406.0K | 0.00% | +2,204+8.0% | Added |
| Pinnacle Associates Ltd | 29,318 | $399.6K | 0.01% | +373+1.3% | Added |
| Advisors Preferred, LLC | 29,976 | $398.7K | 0.05% | +29,976 | New |
| Denali Advisors LLC | 28,348 | $386.4K | 0.04% | −85−0.3% | Reduced |
| Everpar Advisors LLC | 27,924 | $380.6K | 0.20% | −2,348−7.8% | Reduced |
| Seeds Investor LLC | 27,326 | $372.4K | 0.10% | −1,078−3.8% | Reduced |
| Custom Index Systems, LLC | 26,972 | $367.6K | 0.19% | +2,969+12.4% | Added |
| Legacy Financial Advisors, Inc. | 26,874 | $366.3K | 0.06% | +3,283+13.9% | Added |
| Abel Hall, LLC | 26,772 | $364.9K | 0.22% | +6,438+31.7% | Added |
| Shilanski & Associates, Inc. | 26,478 | $360.9K | 0.11% | −2,277−7.9% | Reduced |
| Keel Point, LLC | 26,401 | $359.9K | 0.03% | −323−1.2% | Reduced |
| Simon Quick Advisors, LLC | 26,357 | $359.2K | 0.02% | +11,152+73.3% | Added |
| Wedmont Private Capital | 29,658 | $343.7K | 0.02% | +1,126+3.9% | Added |
| Jones Financial Companies LLLP | 24,564 | $342.7K | 0.00% | +3,659+17.5% | Added |
| Ieq Capital, LLC | 25,069 | $341.7K | 0.00% | +2,334+10.3% | Added |
| Resonant Capital Advisors, LLC | 24,687 | $336.5K | 0.02% | +3,731+17.8% | Added |
| PDS Planning, Inc | 24,653 | $336.0K | 0.03% | +306+1.3% | Added |
| Toronto Dominion Bank | 24,450 | $333.0K | 0.00% | −361,650−93.7% | Reduced |
| Cromwell Holdings LLC | 24,134 | $328.9K | 0.21% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 24,132 | $328.9K | 0.00% | −8,007−24.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 24,049 | $327.8K | 0.06% | +224+0.9% | Added |
| Te Ahumairangi Investment Management Ltd | 23,454 | $320.0K | 0.07% | −12,000−33.8% | Reduced |
| Clarius Group, LLC | 23,427 | $319.3K | 0.02% | −5,886−20.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 23,342 | $318.2K | 0.02% | −1,129−4.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 23,124 | $316.0K | 0.03% | +42+0.2% | Added |
| Sym Financial Corp | 22,973 | $313.1K | 0.04% | +3,127+15.8% | Added |
| 180 Wealth Advisors, LLC | 22,865 | $311.6K | 0.05% | −2,906−11.3% | Reduced |
| Trust Point Inc. | 22,344 | $304.6K | 0.03% | +57+0.3% | Added |
| Kathmere Capital Management, LLC | 21,956 | $299.3K | 0.03% | +6,033+37.9% | Added |
| Lido Advisors, LLC | 21,531 | $293.5K | 0.00% | −2,105−8.9% | Reduced |
| Glenmede Trust Co NA | 21,476 | $292.7K | 0.00% | −74−0.3% | Reduced |
| Blue Barn Wealth, LLC | 21,327 | $290.7K | 0.15% | +4,699+28.3% | Added |
| DMG Group, LLC | 21,292 | $290.2K | 0.24% | +21,292 | New |
| Hilltop Holdings Inc. | 21,252 | $289.7K | 0.02% | +2,216+11.6% | Added |
| Hardy Reed LLC | 20,936 | $285.4K | 0.03% | +136+0.7% | Added |
| EverSource Wealth Advisors, LLC | 20,918 | $285.1K | 0.02% | −10,810−34.1% | Reduced |
| Sivia Capital Partners, LLC | 20,843 | $284.1K | 0.13% | +20,843 | New |
| Keybank National Association | 20,342 | $277.3K | 0.00% | +1,506+8.0% | Added |
| Wrapmanager Inc | 19,854 | $270.6K | 0.07% | −2,493−11.2% | Reduced |
| ICONIQ Capital, LLC | 19,444 | $265.0K | 0.00% | −341−1.7% | Reduced |
| Choate Investment Advisors | 19,439 | $265.0K | 0.01% | −76−0.4% | Reduced |
| Skopos Labs, Inc. | 19,394 | $264.3K | 0.06% | +17,811+1,125.1% | Added |
| Apollon Wealth Management, LLC | 19,105 | $260.4K | 0.01% | −745−3.8% | Reduced |
| Windward Capital Management Co | 19,067 | $259.9K | 0.02% | −910−4.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,679 | $254.6K | 0.00% | +18,679 | New |
| West Family Investments, Inc. | 18,649 | $254.2K | 0.10% | −33,090−64.0% | Reduced |
| Old National Bancorp | 18,552 | $252.9K | 0.01% | −1,289−6.5% | Reduced |
| Modera Wealth Management, LLC | 18,120 | $247.0K | 0.00% | +18,120 | New |
| Cozad Asset Management Inc | 17,947 | $244.6K | 0.02% | 00.0% | Unchanged |
| Foster Group, Inc. | 17,872 | $243.6K | 0.01% | +7,215+67.7% | Added |
| We Are One Seven, LLC | 17,637 | $240.4K | 0.01% | −7,239−29.1% | Reduced |
| Commerce Bank | 17,478 | $238.2K | 0.00% | +878+5.3% | Added |
| Vista Wealth Management Group, LLC | 17,461 | $238.0K | 0.02% | +1,416+8.8% | Added |
| Wolverine Trading, LLC | 16,364 | $228.8K | 0.01% | +16,364 | New |
| HighPoint Advisor Group LLC | 17,896 | $227.5K | 0.01% | −324−1.8% | Reduced |
| NBC Securities, Inc. | 16,331 | $222.0K | 0.02% | +16,309+74,131.8% | Added |
| Flputnam Investment Management Co | 16,103 | $219.5K | 0.00% | −229−1.4% | Reduced |
| VanderPol Investments L.L.C. | 15,995 | $218.0K | 0.46% | −3,246−16.9% | Reduced |
| Colony Group, LLC | 15,959 | $217.5K | 0.00% | +2,058+14.8% | Added |
| Moody National Bank Trust Division | 15,921 | $217.0K | 0.02% | +3,921+32.7% | Added |
| Fiduciary Trust Co | 15,814 | $215.5K | 0.00% | +15,814 | New |
| Atria Wealth Solutions, Inc. | 15,588 | $212.5K | 0.00% | +1,721+12.4% | Added |
| Farther Finance Advisors, LLC | 15,765 | $209.7K | 0.01% | −1,498−8.7% | Reduced |
| One Wealth Capital Management, LLC | 15,325 | $208.9K | 0.11% | +457+3.1% | Added |
| Warren Averett Asset Management, LLC | 15,290 | $208.4K | 0.00% | +2,358+18.2% | Added |
| Camden Capital, LLC | 15,182 | $206.9K | 0.02% | +210+1.4% | Added |
| Cottonwood Capital Advisors, LLC | 15,149 | $206.5K | 0.15% | −978−6.1% | Reduced |
| Moors & Cabot, Inc. | 15,100 | $205.8K | 0.01% | −41,500−73.3% | Reduced |
| First Affirmative Financial Network | 15,030 | $204.9K | 0.13% | −3,253−17.8% | Reduced |
| Snowden Capital Advisors LLC | 14,940 | $203.6K | 0.01% | −182−1.2% | Reduced |
| Seven Mile Advisory | 14,841 | $202.3K | 0.14% | +97+0.7% | Added |
| Sapient Capital LLC | 14,800 | $201.7K | 0.00% | −473−3.1% | Reduced |
| Financial Advocates Investment Management | 14,539 | $198.2K | 0.01% | +14,539 | New |
| Verus Capital Partners, LLC | 14,500 | $197.6K | 0.02% | −3,000−17.1% | Reduced |
| Manchester Capital Management LLC | 14,474 | $197.3K | 0.02% | −1,968−12.0% | Reduced |
| Riversedge Advisors, LLC | 14,241 | $194.1K | 0.04% | +2,176+18.0% | Added |
| Icon Wealth Advisors, LLC | 14,239 | $194.1K | 0.02% | +1,640+13.0% | Added |
| Wallace Advisory Group, LLC | 16,519 | $193.6K | 0.13% | +4,879+41.9% | Added |
| Alliance Wealth Advisors, LLC | 14,157 | $193.0K | 0.05% | +1,865+15.2% | Added |