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, Q2 2025
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Jun 30, 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
- 486
- +43 vs. Q1 2025
- Shares held
- 336.1M
- +27.5M (+8.9%) vs. Q1 2025
- Total value
- $4.61B
- +$406.4M (+9.7%) vs. Q1 2025
- New holders
- 79
- 197 more added
- Sold out
- 36
- 142 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 50,275 | $689.8K | 0.00% | −1,996−3.8% | Reduced |
| Personal Cfo Solutions, LLC | 50,462 | $692.3K | 0.13% | +1,318+2.7% | Added |
| Versant Capital Management, Inc | 51,080 | $700.8K | 0.11% | +196+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 51,234 | $702.9K | 0.04% | −13,356−20.7% | Reduced |
| Marks Group Wealth Management, Inc | 51,436 | $705.7K | 0.07% | +2,266+4.6% | Added |
| Sagespring Wealth Partners, LLC | 52,177 | $715.9K | 0.02% | +12,584+31.8% | Added |
| Benjamin Edwards Inc | 52,330 | $718.0K | 0.01% | +19,083+57.4% | Added |
| Private Advisor Group, LLC | 52,347 | $718.2K | 0.00% | +639+1.2% | Added |
| Sequoia Financial Advisors, LLC | 52,863 | $725.3K | 0.00% | +4,733+9.8% | Added |
| Farther Finance Advisors, LLC | 52,979 | $726.9K | 0.01% | +37,214+236.1% | Added |
| Franklin Resources Inc | 53,485 | $733.8K | 0.00% | +1,498+2.9% | Added |
| Engineers Gate Manager LP | 55,574 | $762.5K | 0.01% | +55,574 | New |
| Vestmark Advisory Solutions, Inc. | 55,616 | $763.0K | 0.01% | +55,616 | New |
| Envestnet Portfolio Solutions, Inc. | 56,227 | $771.4K | 0.00% | −4,913−8.0% | Reduced |
| Diversify Advisory Services, LLC | 51,117 | $771.9K | 0.03% | +9,487+22.8% | Added |
| Tudor Investment Corp Et Al | 57,177 | $784.5K | 0.01% | +57,177 | New |
| Twin Tree Management, LP | 57,473 | $788.5K | 0.02% | −30,397−34.6% | Reduced |
| Swiss Life Asset Management Ltd | 59,732 | $819.5K | 0.00% | −1,062−1.7% | Reduced |
| Advisors Asset Management, Inc. | 60,216 | $826.2K | 0.01% | +5,014+9.1% | Added |
| Ballast Advisors LLC | 63,069 | $865.3K | 0.25% | 00.0% | Unchanged |
| Wealth Alliance | 63,336 | $869.0K | 0.10% | +175+0.3% | Added |
| Ewa, LLC | 65,314 | $896.1K | 0.28% | −673−1.0% | Reduced |
| West Family Investments, Inc. | 65,742 | $902.0K | 0.24% | +47,093+252.5% | Added |
| Harbour Capital Advisors, LLC | 65,732 | $906.4K | 0.19% | +555+0.9% | Added |
| Rehmann Capital Advisory Group | 69,804 | $957.7K | 0.06% | +761+1.1% | Added |
| Checchi Capital Advisers, LLC | 71,371 | $979.2K | 0.07% | −5,192−6.8% | Reduced |
| Skopos Labs, Inc. | 72,124 | $989.5K | 0.13% | +52,730+271.9% | Added |
| Flow Traders U.S. LLC | 72,794 | $999.0K | 0.04% | +72,794 | New |
| Integrated Wealth Concepts LLC | 73,131 | $1.00M | 0.01% | +24,292+49.7% | Added |
| Smartleaf Asset Management LLC | 72,421 | $1.01M | 0.09% | +5,222+7.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 75,849 | $1.04M | 0.01% | +24,106+46.6% | Added |
| Ballentine Partners, LLC | 76,496 | $1.05M | 0.02% | +4,534+6.3% | Added |
| Ronald Blue Trust, Inc. | 82,821 | $1.14M | 0.01% | +15,955+23.9% | Added |
| RSM US Wealth Management LLC | 83,348 | $1.14M | 0.02% | +7,301+9.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 84,230 | $1.16M | 0.00% | +84,230 | New |
| Hancock Whitney Corp | 84,590 | $1.16M | 0.02% | +1,418+1.7% | Added |
| Fifth Third Bancorp | 85,612 | $1.17M | 0.00% | +935+1.1% | Added |
| BNP Paribas Arbitrage, SA | 86,193 | $1.18M | 0.00% | +85,983+40,944.3% | Added |
| Highland Capital Management, LLC | 86,900 | $1.19M | 0.06% | −2,450−2.7% | Reduced |
| Lockheed Martin Investment Management Co | 87,000 | $1.19M | 0.04% | −56,880−39.5% | Reduced |
| GWM Advisors LLC | 88,112 | $1.21M | 0.01% | +16,556+23.1% | Added |
| Captrust Financial Advisors | 89,381 | $1.23M | 0.00% | −767−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 89,034 | $1.23M | 0.00% | +854+1.0% | Added |
| Congress Wealth Management LLC | 90,035 | $1.24M | 0.01% | +14,844+19.7% | Added |
| Davenport & Co LLC | 94,273 | $1.29M | 0.01% | +405+0.4% | Added |
| Confluence Investment Management LLC | 96,217 | $1.32M | 0.02% | +4,070+4.4% | Added |
| Schonfeld Strategic Advisors LLC | 98,174 | $1.35M | 0.01% | +98,174 | New |
| Whittier Trust Co of Nevada Inc | 99,851 | $1.37M | 0.03% | +30,164+43.3% | Added |
| Aaron Wealth Advisors | 100,122 | $1.37M | 0.14% | +8,996+9.9% | Added |
| 17 Capital Partners, LLC | 102,245 | $1.40M | 0.81% | −9,438−8.5% | Reduced |
| United Capital Financial Advisers, LLC | 104,114 | $1.43M | 0.01% | −3,413−3.2% | Reduced |
| Intrust Bank NA | 106,712 | $1.46M | 0.13% | +10,407+10.8% | Added |
| Hantz Financial Services, Inc. | 108,554 | $1.49M | 0.02% | +37,163+52.1% | Added |
| Anthracite Investment Company, Inc. | 109,942 | $1.51M | 0.79% | +50,000+83.4% | Added |
| Janney Montgomery Scott LLC | 113,574 | $1.56M | 0.00% | −6,042−5.1% | Reduced |
| Greenleaf Trust | 114,185 | $1.57M | 0.01% | −420−0.4% | Reduced |
| BTC Capital Management, Inc. | 115,784 | $1.59M | 0.13% | +4,211+3.8% | Added |
| Evergreen Capital Management LLC | 115,831 | $1.59M | 0.05% | +28,820+33.1% | Added |
| AdvisorShares Investments LLC | 119,733 | $1.64M | 0.30% | +20,119+20.2% | Added |
| Henry James International Management, Inc. | 120,605 | $1.65M | 0.54% | 00.0% | Unchanged |
| Ethic Inc. | 122,179 | $1.70M | 0.03% | −90,280−42.5% | Reduced |
| Bailard, Inc. | 125,364 | $1.72M | 0.04% | −3,173−2.5% | Reduced |
| Atomi Financial Group, Inc. | 125,620 | $1.72M | 0.07% | +4,646+3.8% | Added |
| Park Avenue Securities LLC | 133,968 | $1.84M | 0.02% | +133,968 | New |
| Henshaw Capital LLC | 134,882 | $1.85M | 0.07% | −24,726−15.5% | Reduced |
| Balyasny Asset Management LLC | 138,563 | $1.90M | 0.00% | +138,563 | New |
| Yousif Capital Management, LLC | 138,975 | $1.91M | 0.02% | +2,608+1.9% | Added |
| Russell Investments Group, Ltd. | 142,201 | $1.95M | 0.00% | +34,990+32.6% | Added |
| Legacy Wealth Asset Management, LLC | 142,605 | $1.96M | 0.50% | −74,199−34.2% | Reduced |
| Oppenheimer Asset Management Inc. | 143,112 | $1.96M | 0.02% | −1,425−1.0% | Reduced |
| Cetera Investment Advisers | 145,345 | $1.99M | 0.00% | +3,361+2.4% | Added |
| Wetherby Asset Management Inc | 149,761 | $2.05M | 0.09% | +149,761 | New |
| Madison Asset Management, LLC | 160,707 | $2.20M | 0.02% | −1,331−0.8% | Reduced |
| Diversify Wealth Management, LLC | 146,215 | $2.21M | 0.14% | +20,575+16.4% | Added |
| Commonwealth Equity Services, LLC | 163,013 | $2.24M | 0.00% | +32,357+24.8% | Added |
| Dorsey Wright & Associates | 170,297 | $2.34M | 0.56% | −107,959−38.8% | Reduced |
| Bank of Montreal | 173,552 | $2.38M | 0.00% | +48,111+38.4% | Added |
| Qtron Investments LLC | 177,636 | $2.44M | 0.31% | −1,487−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 179,573 | $2.46M | 0.06% | +168,807+1,568.0% | Added |
| Rockefeller Capital Management L.P. | 180,301 | $2.47M | 0.01% | −24,050−11.8% | Reduced |
| Point72 Asset Management, L.P. | 180,600 | $2.48M | 0.01% | +180,600 | New |
| Exencial Wealth Advisors, LLC | 184,019 | $2.52M | 0.09% | +11,621+6.7% | Added |
| Clear Street Markets LLC | 186,392 | $2.56M | 0.91% | +186,392 | New |
| Avantax Advisory Services, Inc. | 189,693 | $2.60M | 0.01% | +8,417+4.6% | Added |
| Ritholtz Wealth Management | 190,619 | $2.62M | 0.06% | −6,609−3.4% | Reduced |
| Whittier Trust Co | 193,270 | $2.65M | 0.03% | +19,574+11.3% | Added |
| Sanctuary Advisors, LLC | 195,215 | $2.68M | 0.02% | +30,085+18.2% | Added |
| Qube Research & Technologies Ltd | 196,326 | $2.69M | 0.00% | −149,768−43.3% | Reduced |
| CI Private Wealth, LLC | 198,338 | $2.72M | 0.00% | +79,613+67.1% | Added |
| Quantbot Technologies LP | 199,252 | $2.73M | 0.07% | +199,252 | New |
| Rhumbline Advisers | 200,891 | $2.76M | 0.00% | +2,551+1.3% | Added |
| Altman Advisors, Inc. | 200,883 | $2.76M | 1.13% | +2,121+1.1% | Added |
| Alaethes Wealth LLC | 220,361 | $3.08M | 0.92% | +3,251+1.5% | Added |
| Allianz SE | 255,000 | $3.50M | 0.08% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 260,343 | $3.57M | 0.03% | +18,675+7.7% | Added |
| Myriad Asset Management US LP | 260,611 | $3.58M | 2.37% | +260,611 | New |
| Naviter Wealth, LLC | 262,612 | $3.67M | 0.45% | +10,216+4.0% | Added |
| Pekin Hardy Strauss, Inc. | 267,957 | $3.68M | 0.42% | −8,568−3.1% | Reduced |
| Vise Technologies, Inc. | 268,834 | $3.69M | 0.15% | +268,834 | New |
| Atria Investments LLC | 269,834 | $3.70M | 0.04% | −54,303−16.8% | Reduced |