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 |
|---|---|---|---|---|---|
| Prudent Man Advisors, LLC | 14,140 | $192.7K | 0.07% | +14,140 | New |
| Beacon Pointe Advisors, LLC | 14,041 | $191.4K | 0.00% | +14,041 | New |
| Burns Matteson Capital Management, LLC | 13,952 | $190.2K | 0.10% | +3,322+31.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,791 | $188.0K | 0.00% | +124+0.9% | Added |
| Kingsview Wealth Management, LLC | 13,563 | $184.9K | 0.00% | +518+4.0% | Added |
| Walkner Condon Financial Advisors LLC | 13,468 | $183.7K | 0.04% | −158−1.2% | Reduced |
| Sowell Financial Services LLC | 13,441 | $183.2K | 0.01% | +13,441 | New |
| Merit Financial Group, LLC | 13,410 | $182.8K | 0.00% | +13,410 | New |
| Xponance, Inc. | 13,158 | $179.3K | 0.00% | −2,599−16.5% | Reduced |
| Canopy Partners, LLC | 13,140 | $179.1K | 0.07% | +15+0.1% | Added |
| Cresset Asset Management, LLC | 13,103 | $178.6K | 0.00% | −2,753−17.4% | Reduced |
| AXA S.A. | 13,000 | $177.2K | 0.00% | +968+8.0% | Added |
| Fountainhead AM, LLC | 12,996 | $177.1K | 0.03% | +190+1.5% | Added |
| Huntington National Bank | 12,655 | $172.5K | 0.00% | +689+5.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 12,481 | $170.1K | 0.02% | +12,481 | New |
| Advisor Group Holdings, Inc. | 12,382 | $168.8K | 0.00% | −19,348−61.0% | Reduced |
| Brighton Jones LLC | 12,257 | $167.1K | 0.01% | +329+2.8% | Added |
| Sunpointe, LLC | 12,204 | $166.3K | 0.09% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,776 | $160.5K | 0.00% | −1,469−11.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $159.2K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,675 | $159.1K | 0.02% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 11,633 | $158.6K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 11,503 | $156.8K | 0.09% | +11,503 | New |
| Baker Tilly Wealth Management, LLC | 11,442 | $156.0K | 0.06% | +11,442 | New |
| Fifth Third Wealth Advisors LLC | 11,357 | $154.8K | 0.01% | +11,357 | New |
| May Hill Capital, LLC | 11,258 | $153.4K | 0.06% | +961+9.3% | Added |
| Venturi Wealth Management, LLC | 11,249 | $153.3K | 0.01% | +5,561+97.8% | Added |
| Principal Street Partners, LLC | 11,193 | $152.6K | 0.03% | 00.0% | Unchanged |
| Leo Wealth, LLC | 11,097 | $151.3K | 0.02% | +11,097 | New |
| Savant Capital, LLC | 11,078 | $151.0K | 0.00% | +11,078 | New |
| Cantor Fitzgerald, L. P. | 11,000 | $149.9K | 0.01% | +11,000 | New |
| Walleye Trading LLC | 10,946 | $149.2K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,766 | $146.7K | 0.01% | +10,766 | New |
| Marcum Wealth, LLC | 10,720 | $146.1K | 0.01% | +598+5.9% | Added |
| Accuvest Global Advisors | 10,660 | $145.0K | 0.12% | +10,660 | New |
| Sage Mountain Advisors LLC | 10,607 | $144.6K | 0.01% | −135−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,486 | $142.9K | 0.00% | +10,486 | New |
| Millennium Management LLC | 10,080 | $137.4K | 0.00% | −711,725−98.6% | Reduced |
| Ascent Group, LLC | 10,068 | $137.2K | 0.01% | +10,068 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,066 | $137.2K | 0.00% | +10,066 | New |
| apricus wealth, LLC | 10,000 | $136.3K | 0.08% | −34,225−77.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,000 | $136.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 10,895 | $133.5K | 0.00% | −4,689−30.1% | Reduced |
| Fidelis Capital Partners, LLC | 10,544 | $129.4K | 0.01% | +10,544 | New |
| Golden State Wealth Management, LLC | 9,454 | $128.9K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 10,652 | $124.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8,459 | $115.3K | 0.01% | −6,697−44.2% | Reduced |
| Hexagon Capital Partners LLC | 7,789 | $106.2K | 0.02% | +680+9.6% | Added |
| GeoWealth Management, LLC | 7,285 | $99.3K | 0.00% | −1,840−20.2% | Reduced |
| Addison Advisors LLC | 6,387 | $87.1K | 0.02% | +258+4.2% | Added |
| Financial Network Wealth Management LLC | 6,451 | $87.0K | 0.03% | +6,451 | New |
| Rothschild Investment LLC | 6,073 | $82.8K | 0.01% | −999−14.1% | Reduced |
| Parkside Financial Bank & Trust | 5,586 | $76.1K | 0.01% | +1,637+41.5% | Added |
| Geneos Wealth Management Inc. | 4,790 | $65.3K | 0.00% | +3,403+245.3% | Added |
| Bryn Mawr Trust Co | 4,733 | $64.5K | 0.00% | −389−7.6% | Reduced |
| Sierra Ocean, LLC | 4,598 | $62.7K | 0.05% | −656−12.5% | Reduced |
| Deutsche Bank AG | 4,592 | $62.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,575 | $62.4K | 0.00% | +4,065+797.1% | Added |
| Steward Partners Investment Advisory, LLC | 4,464 | $60.8K | 0.00% | −592−11.7% | Reduced |
| TD Private Client Wealth LLC | 4,109 | $56.0K | 0.00% | +176+4.5% | Added |
| JFS Wealth Advisors, LLC | 3,563 | $48.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,367 | $47.1K | 0.00% | −3,497−44.5% | Reduced |
| Financial Management Professionals, Inc. | 3,257 | $44.4K | 0.01% | +1,754+116.7% | Added |
| Nisa Investment Advisors, LLC | 3,000 | $40.9K | 0.00% | +3,000 | New |
| IFP Advisors, Inc | 2,973 | $40.5K | 0.00% | +104+3.6% | Added |
| Boyd Watterson Asset Management LLC | 2,777 | $37.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,634 | $36.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,623 | $35.8K | 0.00% | +754+40.3% | Added |
| Whipplewood Advisors, LLC | 1,943 | $33.7K | 0.02% | −531−21.5% | Reduced |
| Horizon Investments, LLC | 2,412 | $32.9K | 0.00% | +721+42.6% | Added |
| Caitong International Asset Management Co., Ltd | 2,322 | $31.6K | 0.02% | +2,322 | New |
| Pin Oak Investment Advisors Inc | 1,821 | $25.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,832 | $25.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 1,797 | $24.5K | 0.00% | −18,390−91.1% | Reduced |
| Laurel Wealth Advisors LLC | 1,666 | $22.7K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,564 | $21.0K | 0.01% | +1,564 | New |
| Inlight Wealth Management, LLC | 1,500 | $20.4K | 0.01% | +1,500 | New |
| NewSquare Capital LLC | 1,418 | $19.3K | 0.00% | +1,062+298.3% | Added |
| City Holding Co | 1,330 | $18.1K | 0.00% | +1,330 | New |
| Highline Wealth Partners LLC | 1,289 | $17.6K | 0.01% | +609+89.6% | Added |
| Oakworth Capital, Inc. | 1,253 | $17.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,207 | $16.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,205 | $16.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,180 | $16.1K | 0.00% | +41+3.6% | Added |
| CWM, LLC | 1,174 | $16.0K | 0.00% | −224−16.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,158 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,158 | $15.8K | 0.00% | +1,158 | New |
| Grove Bank & Trust | 1,146 | $15.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,112 | $15.2K | 0.00% | +66+6.3% | Added |
| FSA Wealth Management LLC | 1,100 | $15.0K | 0.01% | +100+10.0% | Added |
| Fortitude Family Office, LLC | 1,093 | $14.9K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,061 | $14.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,059 | $14.4K | 0.00% | +272+34.6% | Added |
| West Oak Capital, LLC | 1,000 | $13.6K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 978 | $13.0K | 0.00% | +27+2.8% | Added |
| Umb Bank N A | 878 | $12.0K | 0.00% | +878 | New |
| Cornerstone Planning Group LLC | 977 | $11.8K | 0.00% | −3−0.3% | Reduced |
| Creative Financial Designs Inc | 813 | $11.1K | 0.00% | +813 | New |
| Montag A & Associates Inc | 764 | $10.4K | 0.00% | −241−24.0% | Reduced |
| Carolinas Wealth Consulting LLC | 751 | $10.2K | 0.00% | +45+6.4% | Added |