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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 45,212 | $717.1K | 0.04% | −4,939−9.8% | Reduced |
| Venturi Wealth Management, LLC | 45,275 | $718.1K | 0.03% | +21,957+94.2% | Added |
| Louisbourg Investments Inc. | 45,632 | $723.7K | 0.14% | +322+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 45,886 | $727.8K | 0.00% | +137+0.3% | Added |
| Glenmede Trust Co NA | 46,197 | $732.7K | 0.00% | +46,197 | New |
| Pinnacle Financial Partners, Inc. | 46,973 | $745.0K | 0.01% | +46,973 | New |
| Sagespring Wealth Partners, LLC | 46,993 | $745.3K | 0.01% | −841−1.8% | Reduced |
| Parallel Advisors, LLC | 47,124 | $747.4K | 0.01% | +1,490+3.3% | Added |
| Successful Portfolios LLC | 44,032 | $752.5K | 0.38% | +70.0% | Added |
| Coldstream Capital Management Inc | 47,537 | $753.9K | 0.01% | −2,824−5.6% | Reduced |
| Private Advisor Group, LLC | 47,690 | $756.4K | 0.00% | −5,681−10.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 47,748 | $757.3K | 0.00% | +1,036+2.2% | Added |
| Swiss Life Asset Management Ltd | 48,401 | $767.6K | 0.00% | −3,509−6.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 48,561 | $770.2K | 0.08% | +2,576+5.6% | Added |
| Henshaw Capital LLC | 48,563 | $770.2K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 48,578 | $770.4K | 0.00% | +1,271+2.7% | Added |
| Prospera Financial Services Inc | 48,960 | $776.5K | 0.01% | −828−1.7% | Reduced |
| Catalytic Wealth RIA, LLC | 49,190 | $780.2K | 0.03% | −10,161−17.1% | Reduced |
| XY Capital Ltd | 50,755 | $805.0K | 0.82% | −59,109−53.8% | Reduced |
| DMG Group, LLC | 50,803 | $805.7K | 0.54% | +7,558+17.5% | Added |
| Personal Cfo Solutions, LLC | 51,749 | $820.7K | 0.13% | +2,040+4.1% | Added |
| Valeo Financial Advisors, LLC | 52,283 | $829.2K | 0.02% | +2,517+5.1% | Added |
| Nations Financial Group Inc, | 52,760 | $836.8K | 0.04% | +52,760 | New |
| Sivia Capital Partners, LLC | 52,796 | $837.3K | 0.17% | +18,340+53.2% | Added |
| GWM Advisors LLC | 53,238 | $844.3K | 0.00% | +4,969+10.3% | Added |
| Atlas Capital Advisors LLC | 54,644 | $866.7K | 0.10% | +54,644 | New |
| Davenport & Co LLC | 54,922 | $871.1K | 0.00% | −38,201−41.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 55,092 | $873.7K | 0.01% | −89−0.2% | Reduced |
| Flputnam Investment Management Co | 55,359 | $878.0K | 0.01% | +1,471+2.7% | Added |
| RNC Capital Management LLC | 55,697 | $883.4K | 0.04% | +2,291+4.3% | Added |
| Schonfeld Strategic Advisors LLC | 55,762 | $884.4K | 0.00% | +55,762 | New |
| Rehmann Capital Advisory Group | 55,832 | $886.5K | 0.05% | −14,601−20.7% | Reduced |
| Franklin Resources Inc | 56,040 | $888.8K | 0.00% | +1,734+3.2% | Added |
| Global Retirement Partners, LLC | 56,217 | $891.6K | 0.02% | +49,086+688.3% | Added |
| GAMMA Investing LLC | 56,586 | $897.5K | 0.05% | +4,463+8.6% | Added |
| Assetmark, Inc | 57,257 | $908.1K | 0.00% | +3,945+7.4% | Added |
| Versant Capital Management, Inc | 58,387 | $926.0K | 0.12% | +6,674+12.9% | Added |
| Limestone Investment Advisors LP | 59,213 | $939.1K | 0.64% | +59,213 | New |
| Sequoia Financial Advisors, LLC | 59,728 | $947.3K | 0.01% | +1,694+2.9% | Added |
| Themes Management Co LLC | 59,901 | $950.0K | 0.76% | +59,901 | New |
| Portside Wealth Group, LLC | 60,276 | $956.0K | 0.13% | +10,933+22.2% | Added |
| UBS Asset Management Americas Inc | 60,492 | $959.4K | 0.00% | +60,492 | New |
| Abel Hall, LLC | 61,535 | $975.9K | 0.23% | +38,685+169.3% | Added |
| Dynasty Wealth Management, LLC | 62,576 | $992.5K | 0.01% | +8,131+14.9% | Added |
| Ballast Advisors LLC | 63,282 | $1.00M | 0.28% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 63,450 | $1.01M | 0.21% | +1,610+2.6% | Added |
| Silver Oak Securities, Inc | 64,419 | $1.03M | 0.07% | +13,055+25.4% | Added |
| Barometer Capital Management Inc. | 59,700 | $1.05M | 0.34% | +1,200+2.1% | Added |
| Ewa, LLC | 66,023 | $1.05M | 0.26% | −310.0% | Reduced |
| Wealth Alliance | 67,411 | $1.07M | 0.10% | +5,877+9.6% | Added |
| Advisors Asset Management, Inc. | 69,667 | $1.10M | 0.02% | +6,330+10.0% | Added |
| West Family Investments, Inc. | 69,674 | $1.11M | 0.26% | +3,932+6.0% | Added |
| Diversify Advisory Services, LLC | 59,232 | $1.12M | 0.04% | +5,270+9.8% | Added |
| Marshall Wace, LLP | 71,407 | $1.13M | 0.00% | −110,403−60.7% | Reduced |
| Checchi Capital Advisers, LLC | 72,638 | $1.15M | 0.08% | +88+0.1% | Added |
| Balyasny Asset Management LLC | 73,040 | $1.16M | 0.00% | +56,544+342.8% | Added |
| AlphaCore Capital LLC | 75,114 | $1.19M | 0.03% | −10,467−12.2% | Reduced |
| CIBC Asset Management Inc | 75,309 | $1.19M | 0.00% | +75,309 | New |
| Ballentine Partners, LLC | 76,526 | $1.21M | 0.02% | +2,492+3.4% | Added |
| Highland Capital Management, LLC | 77,050 | $1.22M | 0.06% | −9,500−11.0% | Reduced |
| Credit Agricole S A | 77,968 | $1.24M | 0.00% | +77,968 | New |
| HB Wealth Management, LLC | 78,526 | $1.25M | 0.01% | −11,978−13.2% | Reduced |
| Quadrature Capital Ltd | 79,088 | $1.25M | 0.01% | +79,088 | New |
| Marks Group Wealth Management, Inc | 79,673 | $1.26M | 0.12% | +19,899+33.3% | Added |
| Lockheed Martin Investment Management Co | 80,400 | $1.28M | 0.04% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 80,843 | $1.28M | 0.04% | −4,891−5.7% | Reduced |
| Hancock Whitney Corp | 81,093 | $1.29M | 0.02% | −5,117−5.9% | Reduced |
| Fifth Third Bancorp | 81,818 | $1.30M | 0.00% | +3,026+3.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 84,538 | $1.34M | 0.01% | +5,137+6.5% | Added |
| Captrust Financial Advisors | 84,901 | $1.35M | 0.00% | −7,315−7.9% | Reduced |
| Quantbot Technologies LP | 84,995 | $1.35M | 0.04% | +84,995 | New |
| Deutsche Bank AG | 85,512 | $1.36M | 0.00% | +80,920+1,762.2% | Added |
| RSM US Wealth Management LLC | 93,557 | $1.49M | 0.02% | +4,957+5.6% | Added |
| Susquehanna International Group, LLP | 97,578 | $1.55M | 0.00% | +50,960+109.3% | Added |
| Advisor Group Holdings, Inc. | 97,855 | $1.55M | 0.00% | −10,083−9.3% | Reduced |
| Smartleaf Asset Management LLC | 97,819 | $1.56M | 0.06% | +7,765+8.6% | Added |
| Prime Capital Investment Advisors, LLC | 99,192 | $1.57M | 0.02% | +19,783+24.9% | Added |
| Allspring Global Investments Holdings, LLC | 98,380 | $1.61M | 0.00% | +25,223+34.5% | Added |
| Aquatic Capital Management LLC | 101,760 | $1.61M | 0.05% | −60,396−37.2% | Reduced |
| 17 Capital Partners, LLC | 102,245 | $1.62M | 0.84% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 103,912 | $1.65M | 0.02% | +2,795+2.8% | Added |
| Rockefeller Capital Management L.P. | 104,592 | $1.66M | 0.00% | +64,502+160.9% | Added |
| AdvisorShares Investments LLC | 105,737 | $1.68M | 0.28% | +2,262+2.2% | Added |
| Janney Montgomery Scott LLC | 106,900 | $1.70M | 0.00% | +1,060+1.0% | Added |
| Hantz Financial Services, Inc. | 106,937 | $1.70M | 0.02% | −72,940−40.5% | Reduced |
| Aaron Wealth Advisors | 107,170 | $1.70M | 0.09% | +23,832+28.6% | Added |
| Farther Finance Advisors, LLC | 109,725 | $1.74M | 0.02% | +40,441+58.4% | Added |
| United Capital Financial Advisers, LLC | 110,744 | $1.76M | 0.01% | +2,606+2.4% | Added |
| Intrust Bank NA | 110,884 | $1.76M | 0.15% | +2,719+2.5% | Added |
| Millennium Management LLC | 111,923 | $1.78M | 0.00% | −34,475−23.5% | Reduced |
| Jones Financial Companies LLLP | 112,137 | $1.78M | 0.00% | +33,186+42.0% | Added |
| Henry James International Management, Inc. | 112,886 | $1.79M | 0.56% | +211+0.2% | Added |
| Bailard, Inc. | 113,339 | $1.80M | 0.04% | −1,310−1.1% | Reduced |
| Yousif Capital Management, LLC | 100,670 | $1.84M | 0.02% | −950−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 116,311 | $1.84M | 0.00% | +15,937+15.9% | Added |
| Greenleaf Trust | 120,967 | $1.92M | 0.02% | +6,360+5.5% | Added |
| Benjamin Edwards Inc | 121,969 | $1.93M | 0.02% | +35,920+41.7% | Added |
| Legacy Wealth Asset Management, LLC | 123,321 | $1.96M | 0.48% | −19,754−13.8% | Reduced |
| Flow Traders U.S. LLC | 123,765 | $1.96M | 0.06% | +123,765 | New |
| BTC Capital Management, Inc. | 125,518 | $1.99M | 0.14% | −387−0.3% | Reduced |