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, Q3 2025
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Sep 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
- 489
- +9 vs. Q2 2025
- Shares held
- 335.1M
- −602.7K (−0.2%) vs. Q2 2025
- Total value
- $5.34B
- +$734.2M (+15.9%) vs. Q2 2025
- New holders
- 66
- 237 more added
- Sold out
- 57
- 118 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Riversedge Advisors, LLC | 18,798 | $299.6K | 0.05% | +2,725+17.0% | Added |
| We Are One Seven, LLC | 19,223 | $306.4K | 0.01% | +2,071+12.1% | Added |
| Choate Investment Advisors | 19,439 | $309.9K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 20,305 | $323.7K | 0.02% | +1,302+6.9% | Added |
| Beverly Hills Private Wealth, LLC | 20,381 | $324.9K | 0.06% | −1,906−8.6% | Reduced |
| Blue Barn Wealth, LLC | 20,728 | $330.4K | 0.15% | −999−4.6% | Reduced |
| IHT Wealth Management, LLC | 20,741 | $330.6K | 0.01% | +20,741 | New |
| Sym Financial Corp | 20,746 | $330.7K | 0.04% | +826+4.1% | Added |
| a16z Perennial Management, L.P. | 21,108 | $336.5K | 0.03% | +21,108 | New |
| Advisors Preferred, LLC | 21,524 | $336.9K | 0.05% | +21,524 | New |
| Acadian Asset Management LLC | 21,964 | $350.0K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 21,974 | $350.3K | 0.04% | −460−2.1% | Reduced |
| Abel Hall, LLC | 22,850 | $364.2K | 0.15% | −480−2.1% | Reduced |
| AXA Investment Managers S.A. | 22,922 | $365.4K | 0.00% | +22,922 | New |
| Commerce Bank | 23,160 | $369.2K | 0.00% | +5,930+34.4% | Added |
| Principal Securities, Inc. | 23,197 | $369.8K | 0.01% | +8,877+62.0% | Added |
| Hardy Reed LLC | 23,205 | $369.9K | 0.03% | +2,360+11.3% | Added |
| Venturi Wealth Management, LLC | 23,318 | $371.7K | 0.02% | +5,920+34.0% | Added |
| May Hill Capital, LLC | 23,655 | $377.1K | 0.11% | +3,898+19.7% | Added |
| Hilltop Holdings Inc. | 23,867 | $380.4K | 0.02% | +2,851+13.6% | Added |
| Lido Advisors, LLC | 23,904 | $381.1K | 0.00% | +1,452+6.5% | Added |
| Burns Matteson Capital Management, LLC | 24,058 | $383.5K | 0.16% | +4,036+20.2% | Added |
| Cromwell Holdings LLC | 24,134 | $384.7K | 0.21% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 24,301 | $387.4K | 0.00% | +12,797+111.2% | Added |
| PDS Planning, Inc | 24,756 | $394.6K | 0.03% | +103+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,067 | $395.7K | 0.00% | +4,121+18.8% | Added |
| Everpar Advisors LLC | 25,435 | $405.4K | 0.16% | −1,817−6.7% | Reduced |
| Resonant Capital Advisors, LLC | 26,042 | $415.1K | 0.02% | −4,481−14.7% | Reduced |
| Glenmede Investment Management, LP | 26,066 | $415.5K | 0.00% | +5,055+24.1% | Added |
| Syon Capital LLC | 26,312 | $419.4K | 0.02% | +15,255+138.0% | Added |
| Shilanski & Associates, Inc. | 26,734 | $426.1K | 0.11% | +393+1.5% | Added |
| Wedmont Private Capital | 28,947 | $439.4K | 0.02% | −177−0.6% | Reduced |
| Seeds Investor LLC | 28,136 | $448.5K | 0.09% | +233+0.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 28,348 | $451.9K | 0.05% | −2,014−6.6% | Reduced |
| Keybank National Association | 28,383 | $452.4K | 0.00% | +4,352+18.1% | Added |
| Pinnacle Associates Ltd | 28,945 | $461.4K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 28,994 | $462.2K | 0.03% | +5,652+24.2% | Added |
| Clarius Group, LLC | 29,236 | $466.0K | 0.03% | −1,863−6.0% | Reduced |
| Trust Point Inc. | 30,652 | $488.6K | 0.04% | +5,713+22.9% | Added |
| Resources Investment Advisors, LLC. | 30,846 | $491.7K | 0.01% | +207+0.7% | Added |
| New York State Common Retirement Fund | 31,110 | $495.9K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 31,301 | $498.9K | 0.01% | +571+1.9% | Added |
| Legacy Financial Advisors, Inc. | 32,083 | $511.4K | 0.07% | +32,083 | New |
| GeoWealth Management, LLC | 32,780 | $522.5K | 0.02% | +23,039+236.5% | Added |
| Bridgewater Advisors Inc. | 34,785 | $524.9K | 0.04% | +562+1.6% | Added |
| Cetera Trust Company, N.A | 33,020 | $526.3K | 0.29% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 33,607 | $535.7K | 0.04% | +32,682+3,533.2% | Added |
| Guardian Capital LP | 33,625 | $536.0K | 0.02% | +16,846+100.4% | Added |
| EverSource Wealth Advisors, LLC | 33,801 | $538.8K | 0.02% | +1,805+5.6% | Added |
| State Street Corp | 34,020 | $542.3K | 0.00% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 34,454 | $549.2K | 0.09% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 34,456 | $549.2K | 0.16% | −734−2.1% | Reduced |
| Kathmere Capital Management, LLC | 34,705 | $553.2K | 0.04% | +13,313+62.2% | Added |
| Jarislowsky, Fraser Ltd | 34,948 | $557.1K | 0.00% | +34,948 | New |
| Norden Group LLC | 35,225 | $561.5K | 0.06% | −1,002−2.8% | Reduced |
| Citadel Advisors LLC | 35,522 | $566.2K | 0.00% | −617,343−94.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,730 | $569.5K | 0.01% | +15,124+73.4% | Added |
| Keel Point, LLC | 36,619 | $583.7K | 0.04% | −1,038−2.8% | Reduced |
| Entropy Technologies, LP | 36,974 | $589.4K | 0.04% | +26,974+269.7% | Added |
| Summit Trail Advisors, LLC | 37,055 | $590.7K | 0.01% | +169+0.5% | Added |
| Traveka Wealth, LLC | 37,342 | $595.2K | 0.27% | −204−0.5% | Reduced |
| Aprio Wealth Management, LLC | 37,446 | $596.9K | 0.06% | +2,687+7.7% | Added |
| Optas, LLC | 38,395 | $612.0K | 0.10% | +274+0.7% | Added |
| Gallacher Capital Management LLC | 38,843 | $619.2K | 0.24% | +5,069+15.0% | Added |
| InTrack Investment Management Inc | 39,443 | $628.7K | 0.38% | +6,212+18.7% | Added |
| Sage Rhino Capital LLC | 39,583 | $631.0K | 0.12% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 40,090 | $639.1K | 0.00% | −140,211−77.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 40,900 | $652.0K | 0.14% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 41,706 | $664.8K | 0.01% | +662+1.6% | Added |
| Five Oceans Advisors | 43,112 | $687.2K | 0.25% | 00.0% | Unchanged |
| DMG Group, LLC | 43,245 | $689.3K | 0.48% | +2,359+5.8% | Added |
| Cordatus Wealth Management LLC | 43,265 | $689.6K | 0.16% | +106+0.2% | Added |
| Successful Portfolios LLC | 44,025 | $701.8K | 0.41% | −456−1.0% | Reduced |
| Blair William & Co | 44,742 | $713.2K | 0.00% | −861−1.9% | Reduced |
| Louisbourg Investments Inc. | 45,310 | $722.2K | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 45,634 | $727.4K | 0.01% | −1,349−2.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 45,749 | $729.2K | 0.00% | +165+0.4% | Added |
| Linden Thomas Advisory Services, LLC | 45,985 | $733.0K | 0.07% | +3,463+8.1% | Added |
| Susquehanna International Group, LLP | 46,618 | $743.1K | 0.00% | +27,980+150.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 46,712 | $744.6K | 0.00% | −9,515−16.9% | Reduced |
| Kestra Advisory Services, LLC | 47,307 | $754.1K | 0.00% | +10,605+28.9% | Added |
| Synovus Financial Corp | 47,709 | $760.5K | 0.01% | +128+0.3% | Added |
| Sagespring Wealth Partners, LLC | 47,834 | $762.5K | 0.01% | −4,343−8.3% | Reduced |
| GWM Advisors LLC | 48,269 | $769.4K | 0.00% | −39,843−45.2% | Reduced |
| Fox Run Management, L.L.C. | 48,406 | $771.6K | 0.12% | +48,406 | New |
| Henshaw Capital LLC | 48,563 | $774.1K | 0.03% | −86,319−64.0% | Reduced |
| Portside Wealth Group, LLC | 49,343 | $786.5K | 0.11% | −608−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 49,709 | $792.4K | 0.14% | −753−1.5% | Reduced |
| Valeo Financial Advisors, LLC | 49,766 | $793.3K | 0.02% | +3,101+6.6% | Added |
| Prospera Financial Services Inc | 49,788 | $793.6K | 0.01% | −145−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 50,151 | $799.4K | 0.04% | −1,083−2.1% | Reduced |
| Coldstream Capital Management Inc | 50,361 | $802.8K | 0.01% | +917+1.9% | Added |
| Diversify Advisory Services, LLC | 53,962 | $818.6K | 0.03% | +2,845+5.6% | Added |
| Silver Oak Securities, Inc | 51,364 | $818.7K | 0.06% | +4,883+10.5% | Added |
| Versant Capital Management, Inc | 51,713 | $824.3K | 0.11% | +633+1.2% | Added |
| Swiss Life Asset Management Ltd | 51,910 | $827.4K | 0.00% | −7,822−13.1% | Reduced |
| GAMMA Investing LLC | 52,123 | $830.8K | 0.05% | +3,777+7.8% | Added |
| Centiva Capital, LP | 52,385 | $835.0K | 0.08% | +52,385 | New |
| Kovitz Investment Group Partners, LLC | 52,575 | $838.6K | 0.00% | +2,300+4.6% | Added |
| Assetmark, Inc | 53,312 | $849.8K | 0.00% | +10,193+23.6% | Added |