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, Q4 2025
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Dec 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
- 532
- +56 vs. Q3 2025
- Shares held
- 331.7M
- −3.03M (−0.9%) vs. Q3 2025
- Total value
- $5.26B
- −$71.1M (−1.3%) vs. Q3 2025
- New holders
- 97
- 229 more added
- Sold out
- 41
- 136 more reduced
13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2,507 | $39.8K | 0.00% | +119+5.0% | Added |
| Root Financial Partners, LLC | 2,562 | $40.6K | 0.00% | +1,256+96.2% | Added |
| IFP Advisors, Inc | 2,801 | $44.4K | 0.00% | +148+5.6% | Added |
| Sound Income Strategies, LLC | 2,482 | $46.9K | 0.00% | +2,178+716.4% | Added |
| Private Trust Co NA | 2,972 | $47.1K | 0.00% | +175+6.3% | Added |
| True Wealth Design, LLC | 3,202 | $50.8K | 0.01% | +102+3.3% | Added |
| Capital Analysts, LLC | 3,239 | $52.0K | 0.00% | +985+43.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,301 | $52.4K | 0.01% | +1,649+99.8% | Added |
| JFS Wealth Advisors, LLC | 3,348 | $53.1K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,903 | $61.9K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 3,899 | $62.3K | 0.01% | −17,625−81.9% | Reduced |
| Salomon & Ludwin, LLC | 4,224 | $68.9K | 0.01% | +380+9.9% | Added |
| Pin Oak Investment Advisors Inc | 3,894 | $75.0K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,191 | $82.3K | 0.00% | +1,616+45.2% | Added |
| Addison Advisors LLC | 5,500 | $87.2K | 0.02% | −88−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,316 | $100.2K | 0.00% | +360+6.0% | Added |
| MAI Capital Management | 6,624 | $105.1K | 0.00% | +4,020+154.4% | Added |
| Nisa Investment Advisors, LLC | 6,731 | $106.8K | 0.00% | +731+12.2% | Added |
| Parkside Financial Bank & Trust | 6,908 | $109.6K | 0.01% | +616+9.8% | Added |
| Golden State Wealth Management, LLC | 7,316 | $116.0K | 0.01% | −218−2.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 6,922 | $126.3K | 0.05% | +6,922 | New |
| Rothschild Investment LLC | 8,202 | $130.1K | 0.01% | −77−0.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 8,516 | $135.1K | 0.03% | +7,481+722.8% | Added |
| Huntington National Bank | 9,055 | $143.6K | 0.00% | −5,031−35.7% | Reduced |
| LRI Investments, LLC | 9,764 | $154.9K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,000 | $158.6K | 0.02% | 00.0% | Unchanged |
| apricus wealth, LLC | 10,000 | $158.6K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,103 | $160.2K | 0.00% | −90−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 10,149 | $161.0K | 0.00% | +10,149 | New |
| Insigneo Advisory Services, LLC | 10,186 | $161.6K | 0.01% | +10,186 | New |
| Simon Quick Advisors, LLC | 10,200 | $161.8K | 0.01% | +10,200 | New |
| Natural Investments, LLC | 10,250 | $162.0K | 0.04% | +10,250 | New |
| Stratos Wealth Partners, LTD. | 10,223 | $162.1K | 0.00% | −1,015−9.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,270 | $162.9K | 0.04% | +10,270 | New |
| Flatrock Wealth Partners LLC | 10,305 | $163.4K | 0.08% | +10,305 | New |
| Wedbush Securities Inc | 10,431 | $165.0K | 0.00% | +10,431 | New |
| Leo Wealth, LLC | 10,509 | $166.7K | 0.01% | +10,509 | New |
| Wallace Advisory Group, LLC | 10,541 | $167.2K | 0.18% | −5,512−34.3% | Reduced |
| Fidelis Capital Partners, LLC | 10,554 | $167.4K | 0.01% | +139+1.3% | Added |
| Tocqueville Asset Management L.P. | 10,564 | $167.5K | 0.00% | +10,564 | New |
| Ascent Group, LLC | 10,596 | $168.1K | 0.01% | −79−0.7% | Reduced |
| Cresset Asset Management, LLC | 10,630 | $168.6K | 0.00% | +131+1.2% | Added |
| Eagle Bay Advisors LLC | 10,657 | $169.0K | 0.12% | +10,657 | New |
| Diversified Trust Co | 10,683 | $169.4K | 0.00% | +10,683 | New |
| Walleye Trading LLC | 10,946 | $173.6K | 0.00% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 11,004 | $174.5K | 0.02% | −671−5.7% | Reduced |
| New Republic Capital, LLC | 11,040 | $175.1K | 0.05% | +11,040 | New |
| Gibbs Wealth Management | 10,307 | $176.1K | 0.04% | +10,307 | New |
| Savvy Advisors, Inc. | 11,193 | $177.5K | 0.01% | +11,193 | New |
| MQS Management LLC | 11,430 | $181.3K | 0.11% | −3,556−23.7% | Reduced |
| AlTi Global, Inc. | 11,488 | $182.2K | 0.00% | +11,488 | New |
| Centiva Capital, LP | 11,492 | $182.3K | 0.01% | −40,893−78.1% | Reduced |
| Buckingham Strategic Partners | 11,636 | $184.6K | 0.00% | +1,348+13.1% | Added |
| Alliance Wealth Advisors, LLC | 11,763 | $186.6K | 0.04% | −2,265−16.1% | Reduced |
| Frank, Rimerman Advisors LLC | 11,776 | $186.8K | 0.01% | +1,032+9.6% | Added |
| VanderPol Investments L.L.C. | 11,871 | $188.3K | 0.36% | −3,197−21.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,967 | $189.8K | 0.01% | +11,967 | New |
| CIBC Private Wealth Group, LLC | 11,986 | $190.1K | 0.00% | +5,140+75.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 12,024 | $190.7K | 0.01% | 00.0% | Unchanged |
| Wrapmanager Inc | 12,048 | $191.1K | 0.06% | −2,278−15.9% | Reduced |
| Alta Capital Management LLC | 12,067 | $191.4K | 0.01% | +647+5.7% | Added |
| Sunpointe, LLC | 12,204 | $193.6K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 12,381 | $196.4K | 0.01% | −3,335−21.2% | Reduced |
| Capital Performance Advisors LLP | 12,600 | $199.8K | 0.01% | +2,366+23.1% | Added |
| Independent Solutions Wealth Management, LLC | 12,692 | $201.3K | 0.04% | +581+4.8% | Added |
| Evoke Wealth, LLC | 12,892 | $204.5K | 0.00% | +1,390+12.1% | Added |
| Verus Capital Partners, LLC | 13,000 | $206.2K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 13,007 | $206.3K | 0.00% | −228−1.7% | Reduced |
| Bingham Private Wealth, LLC | 13,152 | $208.6K | 0.18% | +13,152 | New |
| Brown Brothers Harriman & Co | 13,179 | $209.0K | 0.00% | +12,747+2,950.7% | Added |
| Stephens Inc | 13,530 | $214.6K | 0.00% | +13,530 | New |
| Pensionmark Financial Group, LLC | 13,559 | $215.0K | 0.00% | +13,559 | New |
| Dynamic Advisor Solutions LLC | 13,655 | $216.6K | 0.01% | +944+7.4% | Added |
| Coastal Bridge Advisors, LLC | 13,679 | $216.9K | 0.02% | −500−3.5% | Reduced |
| TCG Advisory Services, LLC | 13,690 | $217.1K | 0.01% | +13,690 | New |
| Moors & Cabot, Inc. | 13,850 | $219.7K | 0.01% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 13,872 | $220.0K | 0.08% | +13,872 | New |
| Concurrent Investment Advisors, LLC | 13,887 | $220.3K | 0.00% | +13,887 | New |
| OpenArc Corporate Advisory, LLC | 13,906 | $220.5K | 0.00% | +13,906 | New |
| Baker Tilly Wealth Management, LLC | 13,914 | $220.7K | 0.05% | +1,931+16.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,930 | $220.9K | 0.01% | +691+5.2% | Added |
| Camden Capital, LLC | 13,976 | $221.7K | 0.01% | −1,514−9.8% | Reduced |
| Ariadne Wealth Management, LP | 11,485 | $225.1K | 0.09% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 14,258 | $226.1K | 0.00% | +756+5.6% | Added |
| Seven Mile Advisory | 14,337 | $227.4K | 0.04% | −1,757−10.9% | Reduced |
| 55 North Private Wealth, LLC | 14,424 | $228.8K | 0.06% | +14,424 | New |
| Apollon Wealth Management, LLC | 14,442 | $229.1K | 0.00% | −3,219−18.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,533 | $230.0K | 0.00% | −3,992−21.5% | Reduced |
| HBK Sorce Advisory LLC | 12,030 | $230.3K | 0.01% | +80+0.7% | Added |
| Xponance, Inc. | 14,837 | $235.3K | 0.00% | +846+6.0% | Added |
| Canopy Partners, LLC | 15,158 | $240.4K | 0.08% | +582+4.0% | Added |
| Jackson Thornton Asset Management, LLC | 14,749 | $242.3K | 0.02% | −266−1.8% | Reduced |
| Two Sigma Securities, LLC | 15,369 | $243.8K | 0.03% | +15,369 | New |
| Sapient Capital LLC | 15,423 | $245.7K | 0.00% | +1,839+13.5% | Added |
| Journey Strategic Wealth LLC | 15,649 | $248.2K | 0.01% | +15,649 | New |
| Allworth Financial LP | 16,162 | $256.3K | 0.00% | +1,500+10.2% | Added |
| Savant Capital, LLC | 16,526 | $262.1K | 0.00% | +3,152+23.6% | Added |
| EntryPoint Capital, LLC | 16,574 | $262.9K | 0.10% | +16,574 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,770 | $266.0K | 0.00% | −18,960−53.1% | Reduced |
| Livet Wealth, LLC | 17,101 | $271.2K | 0.17% | +17,101 | New |