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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 16,939 | $270.1K | 0.02% | −3,418−16.8% | Reduced |
| Foster Group, Inc. | 16,811 | $268.0K | 0.01% | +600+3.7% | Added |
| Carter Financial Group, INC. | 16,752 | $267.0K | 0.16% | +16,752 | New |
| Balyasny Asset Management LLC | 16,496 | $262.9K | 0.00% | −122,067−88.1% | Reduced |
| Snowden Capital Advisors LLC | 16,172 | $257.8K | 0.01% | +1,649+11.4% | Added |
| Fiduciary Trust Co | 16,106 | $256.7K | 0.00% | +2,031+14.4% | Added |
| Seven Mile Advisory | 16,094 | $256.5K | 0.04% | +551+3.5% | Added |
| Walkner Condon Financial Advisors LLC | 16,020 | $255.3K | 0.04% | +1,210+8.2% | Added |
| One Wealth Capital Management, LLC | 16,016 | $255.3K | 0.11% | +1,279+8.7% | Added |
| Sage Mountain Advisors LLC | 15,716 | $250.5K | 0.01% | +4,868+44.9% | Added |
| NBC Securities, Inc. | 15,702 | $250.3K | 0.02% | −351−2.2% | Reduced |
| Thrivent Financial for Lutherans | 15,685 | $250.0K | 0.00% | +1,071+7.3% | Added |
| Camden Capital, LLC | 15,490 | $246.9K | 0.02% | −2,036−11.6% | Reduced |
| Hilltop National Bank | 15,217 | $242.6K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 15,162 | $241.7K | 0.01% | +15,162 | New |
| Merit Financial Group, LLC | 15,154 | $241.6K | 0.00% | +1,947+14.7% | Added |
| MQS Management LLC | 14,986 | $238.9K | 0.14% | +2,739+22.4% | Added |
| Allworth Financial LP | 14,662 | $233.7K | 0.00% | +1,884+14.7% | Added |
| Canopy Partners, LLC | 14,576 | $232.3K | 0.08% | +1,123+8.3% | Added |
| Jackson Thornton Asset Management, LLC | 15,015 | $230.6K | 0.02% | +3,817+34.1% | Added |
| Wrapmanager Inc | 14,326 | $228.4K | 0.07% | −5,400−27.4% | Reduced |
| Coastal Bridge Advisors, LLC | 14,179 | $226.0K | 0.02% | +458+3.3% | Added |
| Cubist Systematic Strategies, LLC | 14,137 | $225.3K | 0.00% | −16,478−53.8% | Reduced |
| Huntington National Bank | 14,086 | $224.5K | 0.00% | +659+4.9% | Added |
| Alliance Wealth Advisors, LLC | 14,028 | $223.6K | 0.05% | −680−4.6% | Reduced |
| Icon Wealth Advisors, LLC | 14,015 | $223.4K | 0.02% | +159+1.1% | Added |
| Xponance, Inc. | 13,991 | $223.0K | 0.00% | +723+5.4% | Added |
| VanderPol Investments L.L.C. | 15,068 | $222.6K | 0.43% | +601+4.2% | Added |
| Accuvest Global Advisors | 13,868 | $221.0K | 0.14% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,850 | $220.8K | 0.01% | −1,250−8.3% | Reduced |
| Wallace Advisory Group, LLC | 16,053 | $220.2K | 0.18% | −3,506−17.9% | Reduced |
| First Affirmative Financial Network | 13,613 | $217.0K | 0.10% | −1,670−10.9% | Reduced |
| Sapient Capital LLC | 13,584 | $216.0K | 0.00% | +13,584 | New |
| Perigon Wealth Management, LLC | 13,502 | $215.2K | 0.00% | +2,764+25.7% | Added |
| NewEdge Wealth, LLC | 14,264 | $215.0K | 0.00% | +14,264 | New |
| Savant Capital, LLC | 13,374 | $213.2K | 0.00% | +771+6.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,239 | $211.0K | 0.01% | +1,058+8.7% | Added |
| Alliancebernstein L.P. | 13,235 | $211.0K | 0.00% | +13,235 | New |
| Moody National Bank Trust Division | 13,069 | $208.3K | 0.02% | +597+4.8% | Added |
| Verus Capital Partners, LLC | 13,000 | $207.2K | 0.02% | −1,800−12.2% | Reduced |
| Dynamic Advisor Solutions LLC | 12,711 | $202.6K | 0.01% | +507+4.2% | Added |
| Sunpointe, LLC | 12,204 | $194.5K | 0.07% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 12,111 | $193.0K | 0.03% | +478+4.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 12,024 | $191.7K | 0.02% | −457−3.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,983 | $191.0K | 0.04% | +150+1.3% | Added |
| Principal Street Partners, LLC | 11,933 | $190.2K | 0.03% | −10,453−46.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,681 | $186.2K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,675 | $186.1K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 11,502 | $183.3K | 0.00% | +11,502 | New |
| Alta Capital Management LLC | 11,420 | $182.0K | 0.01% | +11,420 | New |
| HBK Sorce Advisory LLC | 11,950 | $180.8K | 0.00% | +416+3.6% | Added |
| Stratos Wealth Partners, LTD. | 11,238 | $179.1K | 0.00% | +11,238 | New |
| Almanack Investment Partners, LLC. | 11,224 | $178.9K | 0.03% | +11,224 | New |
| Ariadne Wealth Management, LP | 11,485 | $177.3K | 0.08% | 00.0% | Unchanged |
| Walleye Trading LLC | 10,946 | $174.5K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 10,744 | $171.3K | 0.01% | +115+1.1% | Added |
| Ascent Group, LLC | 10,675 | $170.2K | 0.01% | +258+2.5% | Added |
| Cresset Asset Management, LLC | 10,499 | $169.7K | 0.00% | +489+4.9% | Added |
| Pinnacle Financial Partners Inc | 10,446 | $166.5K | 0.00% | +10,446 | New |
| Integrated Advisors Network LLC | 10,433 | $166.3K | 0.01% | +10,433 | New |
| Fidelis Capital Partners, LLC | 10,415 | $166.0K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 10,234 | $163.1K | 0.03% | +10,234 | New |
| Advisory Services Network, LLC | 10,193 | $162.5K | 0.00% | +10,193 | New |
| Onyx Bridge Wealth Group LLC | 10,000 | $159.4K | 0.02% | 00.0% | Unchanged |
| apricus wealth, LLC | 10,000 | $159.4K | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 10,288 | $159.2K | 0.00% | +10,288 | New |
| LRI Investments, LLC | 9,764 | $155.6K | 0.01% | +87+0.9% | Added |
| Rothschild Investment LLC | 8,279 | $132.0K | 0.01% | +2,129+34.6% | Added |
| Golden State Wealth Management, LLC | 7,534 | $120.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,131 | $113.7K | 0.00% | +1,064+17.5% | Added |
| CIBC Private Wealth Group, LLC | 6,846 | $109.1K | 0.00% | −3,719−35.2% | Reduced |
| Parkside Financial Bank & Trust | 6,292 | $100.3K | 0.01% | +1,016+19.3% | Added |
| Nisa Investment Advisors, LLC | 6,000 | $95.6K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 11,242 | $95.4K | 0.01% | +11,242 | New |
| Steward Partners Investment Advisory, LLC | 5,956 | $94.9K | 0.00% | +1,211+25.5% | Added |
| Addison Advisors LLC | 5,588 | $89.1K | 0.02% | +544+10.8% | Added |
| Deutsche Bank AG | 4,592 | $73.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,384 | $69.9K | 0.00% | −4,843−52.5% | Reduced |
| TD Private Client Wealth LLC | 4,132 | $65.9K | 0.00% | +278+7.2% | Added |
| Community Bank, N.A. | 3,903 | $62.2K | 0.01% | +3,903 | New |
| Pin Oak Investment Advisors Inc | 3,894 | $62.1K | 0.04% | +2,073+113.8% | Added |
| Salomon & Ludwin, LLC | 3,844 | $60.6K | 0.01% | +3,701+2,588.1% | Added |
| Manchester Capital Management LLC | 3,762 | $60.0K | 0.01% | −10,653−73.9% | Reduced |
| Horizon Investments, LLC | 3,575 | $57.0K | 0.00% | +734+25.8% | Added |
| CWM, LLC | 3,504 | $56.0K | 0.00% | +2,291+188.9% | Added |
| JFS Wealth Advisors, LLC | 3,348 | $53.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3,100 | $49.4K | 0.02% | +3,100 | New |
| Simplex Trading, LLC | 3,060 | $48.0K | 0.00% | +3,060 | New |
| Private Trust Co NA | 2,797 | $44.6K | 0.00% | +174+6.6% | Added |
| Ameritas Advisory Services, LLC | 2,685 | $42.8K | 0.00% | +72+2.8% | Added |
| IFP Advisors, Inc | 2,653 | $42.3K | 0.00% | −493−15.7% | Reduced |
| MAI Capital Management | 2,604 | $41.5K | 0.00% | −15,452−85.6% | Reduced |
| Financial Management Professionals, Inc. | 2,388 | $38.1K | 0.00% | −63−2.6% | Reduced |
| Capital Analysts, LLC | 2,254 | $36.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 2,238 | $35.7K | 0.01% | −539−19.4% | Reduced |
| Redmont Wealth Advisors LLC | 2,173 | $34.6K | 0.05% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2,161 | $34.4K | 0.01% | +2,161 | New |
| Westside Investment Management, Inc. | 1,846 | $28.9K | 0.00% | +923+100.0% | Added |
| Key Financial Inc | 1,832 | $28.7K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,766 | $28.1K | 0.01% | +433+32.5% | Added |