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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 17,158 | $272.1K | 0.03% | +4,089+31.3% | Added |
| Fiduciary Trust Co | 17,223 | $273.2K | 0.00% | +1,117+6.9% | Added |
| Merit Financial Group, LLC | 17,238 | $273.4K | 0.00% | +2,084+13.8% | Added |
| Palladiem, LLC | 17,198 | $274.0K | 0.26% | +17,198 | New |
| Foster Group, Inc. | 17,284 | $274.1K | 0.01% | +473+2.8% | Added |
| Transamerica Financial Advisors, Inc. | 17,484 | $277.3K | 0.02% | +545+3.2% | Added |
| Walkner Condon Financial Advisors LLC | 17,498 | $277.5K | 0.04% | +1,478+9.2% | Added |
| Icon Wealth Advisors, LLC | 17,652 | $277.9K | 0.02% | +3,637+26.0% | Added |
| Denali Advisors LLC | 17,553 | $278.4K | 0.03% | −610−3.4% | Reduced |
| Kingsview Wealth Management, LLC | 17,686 | $280.5K | 0.00% | −536−2.9% | Reduced |
| Old National Bancorp | 18,104 | $287.1K | 0.00% | +247+1.4% | Added |
| Ashton Thomas Private Wealth, LLC | 18,228 | $289.1K | 0.01% | +3,066+20.2% | Added |
| Cozad Asset Management Inc | 18,247 | $289.4K | 0.02% | 00.0% | Unchanged |
| Dauntless Investment Group, LLC | 18,413 | $292.0K | 1.07% | 00.0% | Unchanged |
| Windward Capital Management Co | 18,478 | $293.1K | 0.02% | −318−1.7% | Reduced |
| Thrivent Financial for Lutherans | 18,821 | $300.0K | 0.00% | +3,136+20.0% | Added |
| Sowell Financial Services LLC | 19,135 | $303.5K | 0.01% | +456+2.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 19,180 | $304.2K | 0.01% | +7,499+64.2% | Added |
| Snowden Capital Advisors LLC | 19,314 | $306.3K | 0.01% | +3,142+19.4% | Added |
| 180 Wealth Advisors, LLC | 19,320 | $306.4K | 0.03% | −2,654−12.1% | Reduced |
| Choate Investment Advisors | 19,439 | $308.3K | 0.01% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 19,482 | $309.0K | 0.13% | +3,466+21.6% | Added |
| NewEdge Wealth, LLC | 19,681 | $312.1K | 0.00% | +5,417+38.0% | Added |
| Commerce Bank | 19,826 | $314.4K | 0.00% | −3,334−14.4% | Reduced |
| Riversedge Advisors, LLC | 19,876 | $315.2K | 0.05% | +1,078+5.7% | Added |
| HighPoint Advisor Group LLC | 19,897 | $315.6K | 0.01% | −408−2.0% | Reduced |
| Independent Advisor Alliance | 20,152 | $319.6K | 0.01% | +20,152 | New |
| Legacy Wealth Partners, LLC | 20,154 | $319.6K | 0.08% | +20,154 | New |
| Beverly Hills Private Wealth, LLC | 20,262 | $321.4K | 0.06% | −119−0.6% | Reduced |
| Everpar Advisors LLC | 20,347 | $322.7K | 0.12% | −5,088−20.0% | Reduced |
| a16z Perennial Management, L.P. | 21,108 | $334.8K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 21,274 | $337.4K | 0.00% | −51,300−70.7% | Reduced |
| Sym Financial Corp | 21,329 | $338.3K | 0.03% | +583+2.8% | Added |
| IHT Wealth Management, LLC | 22,046 | $349.6K | 0.01% | +1,305+6.3% | Added |
| Capital Fund Management S.A. | 22,056 | $349.8K | 0.00% | −110,394−83.3% | Reduced |
| May Hill Capital, LLC | 22,077 | $350.1K | 0.09% | −1,578−6.7% | Reduced |
| Brandes Investment Partners, LP | 22,094 | $350.4K | 0.00% | −929,526−97.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 22,454 | $356.1K | 0.06% | −12,000−34.8% | Reduced |
| Hardy Reed LLC | 22,953 | $364.0K | 0.03% | −252−1.1% | Reduced |
| EP Wealth Advisors, LLC | 22,957 | $364.1K | 0.00% | +22,957 | New |
| We Are One Seven, LLC | 23,166 | $367.4K | 0.01% | +3,943+20.5% | Added |
| Summit Trail Advisors, LLC | 23,423 | $371.5K | 0.01% | −13,632−36.8% | Reduced |
| Lido Advisors, LLC | 23,905 | $380.7K | 0.00% | +10.0% | Added |
| Cromwell Holdings LLC | 24,134 | $382.8K | 0.21% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 24,688 | $391.6K | 0.02% | +821+3.4% | Added |
| PDS Planning, Inc | 24,756 | $392.6K | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 24,974 | $396.1K | 0.01% | −6,327−20.2% | Reduced |
| Abc Arbitrage SA | 25,442 | $403.5K | 0.04% | +25,442 | New |
| Resonant Capital Advisors, LLC | 26,031 | $412.9K | 0.02% | −110.0% | Reduced |
| Resources Investment Advisors, LLC. | 26,339 | $417.7K | 0.00% | −4,507−14.6% | Reduced |
| Ronald Blue Trust, Inc. | 26,397 | $418.6K | 0.00% | −57,324−68.5% | Reduced |
| Burns Matteson Capital Management, LLC | 26,440 | $419.3K | 0.17% | +2,382+9.9% | Added |
| Mount Yale Investment Advisors, LLC | 27,413 | $434.8K | 0.02% | −6,194−18.4% | Reduced |
| HRT Financial LP | 27,589 | $437.0K | 0.00% | −66,225−70.6% | Reduced |
| Frec Markets, Inc. | 27,585 | $437.5K | 0.13% | +27,585 | New |
| Basecamp Wealth Advisors LLC | 28,371 | $450.0K | 0.10% | +28,371 | New |
| Pinnacle Wealth Planning Services, Inc. | 28,690 | $455.0K | 0.05% | +342+1.2% | Added |
| Pinnacle Associates Ltd | 28,945 | $459.1K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 28,994 | $459.8K | 0.03% | 00.0% | Unchanged |
| Seeds Investor LLC | 29,012 | $460.1K | 0.09% | +876+3.1% | Added |
| Clarius Group, LLC | 29,236 | $463.7K | 0.03% | 00.0% | Unchanged |
| Main Street Research LLC | 30,205 | $479.1K | 0.03% | +30,205 | New |
| Syon Capital LLC | 31,069 | $492.8K | 0.02% | +4,757+18.1% | Added |
| New York State Common Retirement Fund | 31,110 | $493.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 31,303 | $496.5K | 0.02% | −1,477−4.5% | Reduced |
| Headlands Technologies LLC | 31,308 | $496.5K | 0.04% | +31,308 | New |
| Wedmont Private Capital | 30,339 | $500.0K | 0.02% | +1,392+4.8% | Added |
| Warren Averett Asset Management, LLC | 31,912 | $506.1K | 0.00% | +13,542+73.7% | Added |
| Hunter Perkins Capital Management, LLC | 32,700 | $519.0K | 0.12% | −8,200−20.0% | Reduced |
| Squarepoint Ops LLC | 32,982 | $523.1K | 0.00% | +32,982 | New |
| Cetera Trust Company, N.A | 33,020 | $523.7K | 0.28% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 33,596 | $532.8K | 0.02% | −80,319−70.5% | Reduced |
| Guardian Capital LP | 33,625 | $533.3K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 34,020 | $539.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 34,024 | $540.0K | 0.00% | +30,520+871.0% | Added |
| Beacon Pointe Advisors, LLC | 34,072 | $540.4K | 0.00% | +9,771+40.2% | Added |
| Third View Private Wealth, LLC | 34,501 | $547.2K | 0.07% | +34,501 | New |
| EverSource Wealth Advisors, LLC | 34,679 | $550.0K | 0.02% | +878+2.6% | Added |
| Anchyra Partners LLC | 36,248 | $574.9K | 0.18% | +36,248 | New |
| Keel Point, LLC | 36,649 | $581.3K | 0.04% | +30+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 35,710 | $586.7K | 0.00% | +9,643+37.0% | Added |
| Norden Group LLC | 37,024 | $587.2K | 0.06% | +1,799+5.1% | Added |
| Fiera Capital Corp | 37,342 | $592.2K | 0.00% | +37,342 | New |
| Traveka Wealth, LLC | 37,406 | $593.3K | 0.24% | +64+0.2% | Added |
| Kathmere Capital Management, LLC | 37,544 | $595.4K | 0.04% | +2,839+8.2% | Added |
| Sage Rhino Capital LLC | 38,021 | $603.0K | 0.11% | −1,562−3.9% | Reduced |
| Gallacher Capital Management LLC | 38,889 | $616.8K | 0.24% | +46+0.1% | Added |
| Optas, LLC | 38,917 | $617.2K | 0.10% | +522+1.4% | Added |
| Entropy Technologies, LP | 39,079 | $619.8K | 0.03% | +2,105+5.7% | Added |
| Mission Wealth Management, LP | 40,503 | $642.4K | 0.01% | −1,203−2.9% | Reduced |
| InTrack Investment Management Inc | 40,989 | $650.1K | 0.36% | +1,546+3.9% | Added |
| Acadian Asset Management LLC | 41,264 | $654.0K | 0.00% | +19,300+87.9% | Added |
| Aprio Wealth Management, LLC | 40,931 | $654.0K | 0.04% | +3,485+9.3% | Added |
| Bridgewater Advisors Inc. | 35,841 | $654.4K | 0.04% | +1,056+3.0% | Added |
| Principal Securities, Inc. | 41,335 | $655.6K | 0.01% | +18,138+78.2% | Added |
| Cordatus Wealth Management LLC | 41,554 | $659.0K | 0.15% | −1,711−4.0% | Reduced |
| Trust Point Inc. | 42,992 | $681.9K | 0.05% | +12,340+40.3% | Added |
| Five Oceans Advisors | 43,112 | $683.8K | 0.24% | 00.0% | Unchanged |
| Keybank National Association | 43,231 | $685.6K | 0.00% | +14,848+52.3% | Added |
| Blair William & Co | 45,134 | $715.8K | 0.00% | +392+0.9% | Added |