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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 49,766 | $793.3K | 0.02% | +3,101+6.6% | Added |
| Personal Cfo Solutions, LLC | 49,709 | $792.4K | 0.14% | −753−1.5% | Reduced |
| Portside Wealth Group, LLC | 49,343 | $786.5K | 0.11% | −608−1.2% | Reduced |
| Henshaw Capital LLC | 48,563 | $774.1K | 0.03% | −86,319−64.0% | Reduced |
| Fox Run Management, L.L.C. | 48,406 | $771.6K | 0.12% | +48,406 | New |
| GWM Advisors LLC | 48,269 | $769.4K | 0.00% | −39,843−45.2% | Reduced |
| Sagespring Wealth Partners, LLC | 47,834 | $762.5K | 0.01% | −4,343−8.3% | Reduced |
| Synovus Financial Corp | 47,709 | $760.5K | 0.01% | +128+0.3% | Added |
| Kestra Advisory Services, LLC | 47,307 | $754.1K | 0.00% | +10,605+28.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 46,712 | $744.6K | 0.00% | −9,515−16.9% | Reduced |
| Susquehanna International Group, LLP | 46,618 | $743.1K | 0.00% | +27,980+150.1% | Added |
| Linden Thomas Advisory Services, LLC | 45,985 | $733.0K | 0.07% | +3,463+8.1% | Added |
| Northwestern Mutual Wealth Management Co | 45,749 | $729.2K | 0.00% | +165+0.4% | Added |
| Parallel Advisors, LLC | 45,634 | $727.4K | 0.01% | −1,349−2.9% | Reduced |
| Louisbourg Investments Inc. | 45,310 | $722.2K | 0.16% | 00.0% | Unchanged |
| Blair William & Co | 44,742 | $713.2K | 0.00% | −861−1.9% | Reduced |
| Successful Portfolios LLC | 44,025 | $701.8K | 0.41% | −456−1.0% | Reduced |
| Cordatus Wealth Management LLC | 43,265 | $689.6K | 0.16% | +106+0.2% | Added |
| DMG Group, LLC | 43,245 | $689.3K | 0.48% | +2,359+5.8% | Added |
| Five Oceans Advisors | 43,112 | $687.2K | 0.25% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 41,706 | $664.8K | 0.01% | +662+1.6% | Added |
| Hunter Perkins Capital Management, LLC | 40,900 | $652.0K | 0.14% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 40,090 | $639.1K | 0.00% | −140,211−77.8% | Reduced |
| Sage Rhino Capital LLC | 39,583 | $631.0K | 0.12% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 39,443 | $628.7K | 0.38% | +6,212+18.7% | Added |
| Gallacher Capital Management LLC | 38,843 | $619.2K | 0.24% | +5,069+15.0% | Added |
| Optas, LLC | 38,395 | $612.0K | 0.10% | +274+0.7% | Added |
| Aprio Wealth Management, LLC | 37,446 | $596.9K | 0.06% | +2,687+7.7% | Added |
| Traveka Wealth, LLC | 37,342 | $595.2K | 0.27% | −204−0.5% | Reduced |
| Summit Trail Advisors, LLC | 37,055 | $590.7K | 0.01% | +169+0.5% | Added |
| Entropy Technologies, LP | 36,974 | $589.4K | 0.04% | +26,974+269.7% | Added |
| Keel Point, LLC | 36,619 | $583.7K | 0.04% | −1,038−2.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,730 | $569.5K | 0.01% | +15,124+73.4% | Added |
| Citadel Advisors LLC | 35,522 | $566.2K | 0.00% | −617,343−94.6% | Reduced |
| Norden Group LLC | 35,225 | $561.5K | 0.06% | −1,002−2.8% | Reduced |
| Jarislowsky, Fraser Ltd | 34,948 | $557.1K | 0.00% | +34,948 | New |
| Kathmere Capital Management, LLC | 34,705 | $553.2K | 0.04% | +13,313+62.2% | Added |
| Sivia Capital Partners, LLC | 34,456 | $549.2K | 0.16% | −734−2.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 34,454 | $549.2K | 0.09% | 00.0% | Unchanged |
| State Street Corp | 34,020 | $542.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33,801 | $538.8K | 0.02% | +1,805+5.6% | Added |
| Guardian Capital LP | 33,625 | $536.0K | 0.02% | +16,846+100.4% | Added |
| Mount Yale Investment Advisors, LLC | 33,607 | $535.7K | 0.04% | +32,682+3,533.2% | Added |
| Cetera Trust Company, N.A | 33,020 | $526.3K | 0.29% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 34,785 | $524.9K | 0.04% | +562+1.6% | Added |
| GeoWealth Management, LLC | 32,780 | $522.5K | 0.02% | +23,039+236.5% | Added |
| Legacy Financial Advisors, Inc. | 32,083 | $511.4K | 0.07% | +32,083 | New |
| Bleakley Financial Group, LLC | 31,301 | $498.9K | 0.01% | +571+1.9% | Added |
| New York State Common Retirement Fund | 31,110 | $495.9K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 30,846 | $491.7K | 0.01% | +207+0.7% | Added |
| Trust Point Inc. | 30,652 | $488.6K | 0.04% | +5,713+22.9% | Added |
| Clarius Group, LLC | 29,236 | $466.0K | 0.03% | −1,863−6.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 28,994 | $462.2K | 0.03% | +5,652+24.2% | Added |
| Pinnacle Associates Ltd | 28,945 | $461.4K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 28,383 | $452.4K | 0.00% | +4,352+18.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 28,348 | $451.9K | 0.05% | −2,014−6.6% | Reduced |
| Seeds Investor LLC | 28,136 | $448.5K | 0.09% | +233+0.8% | Added |
| Wedmont Private Capital | 28,947 | $439.4K | 0.02% | −177−0.6% | Reduced |
| Shilanski & Associates, Inc. | 26,734 | $426.1K | 0.11% | +393+1.5% | Added |
| Syon Capital LLC | 26,312 | $419.4K | 0.02% | +15,255+138.0% | Added |
| Glenmede Investment Management, LP | 26,066 | $415.5K | 0.00% | +5,055+24.1% | Added |
| Resonant Capital Advisors, LLC | 26,042 | $415.1K | 0.02% | −4,481−14.7% | Reduced |
| Everpar Advisors LLC | 25,435 | $405.4K | 0.16% | −1,817−6.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,067 | $395.7K | 0.00% | +4,121+18.8% | Added |
| PDS Planning, Inc | 24,756 | $394.6K | 0.03% | +103+0.4% | Added |
| Beacon Pointe Advisors, LLC | 24,301 | $387.4K | 0.00% | +12,797+111.2% | Added |
| Cromwell Holdings LLC | 24,134 | $384.7K | 0.21% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 24,058 | $383.5K | 0.16% | +4,036+20.2% | Added |
| Lido Advisors, LLC | 23,904 | $381.1K | 0.00% | +1,452+6.5% | Added |
| Hilltop Holdings Inc. | 23,867 | $380.4K | 0.02% | +2,851+13.6% | Added |
| May Hill Capital, LLC | 23,655 | $377.1K | 0.11% | +3,898+19.7% | Added |
| Venturi Wealth Management, LLC | 23,318 | $371.7K | 0.02% | +5,920+34.0% | Added |
| Hardy Reed LLC | 23,205 | $369.9K | 0.03% | +2,360+11.3% | Added |
| Principal Securities, Inc. | 23,197 | $369.8K | 0.01% | +8,877+62.0% | Added |
| Commerce Bank | 23,160 | $369.2K | 0.00% | +5,930+34.4% | Added |
| AXA Investment Managers S.A. | 22,922 | $365.4K | 0.00% | +22,922 | New |
| Abel Hall, LLC | 22,850 | $364.2K | 0.15% | −480−2.1% | Reduced |
| 180 Wealth Advisors, LLC | 21,974 | $350.3K | 0.04% | −460−2.1% | Reduced |
| Acadian Asset Management LLC | 21,964 | $350.0K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 21,524 | $336.9K | 0.05% | +21,524 | New |
| a16z Perennial Management, L.P. | 21,108 | $336.5K | 0.03% | +21,108 | New |
| Sym Financial Corp | 20,746 | $330.7K | 0.04% | +826+4.1% | Added |
| IHT Wealth Management, LLC | 20,741 | $330.6K | 0.01% | +20,741 | New |
| Blue Barn Wealth, LLC | 20,728 | $330.4K | 0.15% | −999−4.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 20,381 | $324.9K | 0.06% | −1,906−8.6% | Reduced |
| HighPoint Advisor Group LLC | 20,305 | $323.7K | 0.02% | +1,302+6.9% | Added |
| Choate Investment Advisors | 19,439 | $309.9K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 19,223 | $306.4K | 0.01% | +2,071+12.1% | Added |
| Riversedge Advisors, LLC | 18,798 | $299.6K | 0.05% | +2,725+17.0% | Added |
| Windward Capital Management Co | 18,796 | $299.6K | 0.02% | −122−0.6% | Reduced |
| Sowell Financial Services LLC | 18,679 | $297.7K | 0.01% | +4,858+35.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,525 | $295.0K | 0.00% | +2,902+18.6% | Added |
| Dauntless Investment Group, LLC | 18,413 | $293.5K | 0.77% | −18,979−50.8% | Reduced |
| Warren Averett Asset Management, LLC | 18,370 | $292.8K | 0.00% | −285−1.5% | Reduced |
| Cozad Asset Management Inc | 18,247 | $290.9K | 0.02% | +300+1.7% | Added |
| Kingsview Wealth Management, LLC | 18,222 | $290.5K | 0.00% | +3,729+25.7% | Added |
| Denali Advisors LLC | 18,163 | $289.5K | 0.03% | −10,103−35.7% | Reduced |
| Brighton Jones LLC | 18,033 | $287.4K | 0.01% | +4,893+37.2% | Added |
| Old National Bancorp | 17,857 | $284.6K | 0.00% | −546−3.0% | Reduced |
| Apollon Wealth Management, LLC | 17,661 | $281.5K | 0.01% | +249+1.4% | Added |