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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 55,832 | $886.5K | 0.05% | −14,601−20.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 55,762 | $884.4K | 0.00% | +55,762 | New |
| RNC Capital Management LLC | 55,697 | $883.4K | 0.04% | +2,291+4.3% | Added |
| Flputnam Investment Management Co | 55,359 | $878.0K | 0.01% | +1,471+2.7% | Added |
| Vestmark Advisory Solutions, Inc. | 55,092 | $873.7K | 0.01% | −89−0.2% | Reduced |
| Davenport & Co LLC | 54,922 | $871.1K | 0.00% | −38,201−41.0% | Reduced |
| Atlas Capital Advisors LLC | 54,644 | $866.7K | 0.10% | +54,644 | New |
| GWM Advisors LLC | 53,238 | $844.3K | 0.00% | +4,969+10.3% | Added |
| Sivia Capital Partners, LLC | 52,796 | $837.3K | 0.17% | +18,340+53.2% | Added |
| Nations Financial Group Inc, | 52,760 | $836.8K | 0.04% | +52,760 | New |
| Valeo Financial Advisors, LLC | 52,283 | $829.2K | 0.02% | +2,517+5.1% | Added |
| Personal Cfo Solutions, LLC | 51,749 | $820.7K | 0.13% | +2,040+4.1% | Added |
| DMG Group, LLC | 50,803 | $805.7K | 0.54% | +7,558+17.5% | Added |
| XY Capital Ltd | 50,755 | $805.0K | 0.82% | −59,109−53.8% | Reduced |
| Catalytic Wealth RIA, LLC | 49,190 | $780.2K | 0.03% | −10,161−17.1% | Reduced |
| Prospera Financial Services Inc | 48,960 | $776.5K | 0.01% | −828−1.7% | Reduced |
| Kestra Advisory Services, LLC | 48,578 | $770.4K | 0.00% | +1,271+2.7% | Added |
| Henshaw Capital LLC | 48,563 | $770.2K | 0.03% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 48,561 | $770.2K | 0.08% | +2,576+5.6% | Added |
| Swiss Life Asset Management Ltd | 48,401 | $767.6K | 0.00% | −3,509−6.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 47,748 | $757.3K | 0.00% | +1,036+2.2% | Added |
| Private Advisor Group, LLC | 47,690 | $756.4K | 0.00% | −5,681−10.6% | Reduced |
| Coldstream Capital Management Inc | 47,537 | $753.9K | 0.01% | −2,824−5.6% | Reduced |
| Successful Portfolios LLC | 44,032 | $752.5K | 0.38% | +70.0% | Added |
| Parallel Advisors, LLC | 47,124 | $747.4K | 0.01% | +1,490+3.3% | Added |
| Sagespring Wealth Partners, LLC | 46,993 | $745.3K | 0.01% | −841−1.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 46,973 | $745.0K | 0.01% | +46,973 | New |
| Glenmede Trust Co NA | 46,197 | $732.7K | 0.00% | +46,197 | New |
| Northwestern Mutual Wealth Management Co | 45,886 | $727.8K | 0.00% | +137+0.3% | Added |
| Louisbourg Investments Inc. | 45,632 | $723.7K | 0.14% | +322+0.7% | Added |
| Venturi Wealth Management, LLC | 45,275 | $718.1K | 0.03% | +21,957+94.2% | Added |
| Dorsey & Whitney Trust CO LLC | 45,212 | $717.1K | 0.04% | −4,939−9.8% | Reduced |
| Blair William & Co | 45,134 | $715.8K | 0.00% | +392+0.9% | Added |
| Keybank National Association | 43,231 | $685.6K | 0.00% | +14,848+52.3% | Added |
| Five Oceans Advisors | 43,112 | $683.8K | 0.24% | 00.0% | Unchanged |
| Trust Point Inc. | 42,992 | $681.9K | 0.05% | +12,340+40.3% | Added |
| Cordatus Wealth Management LLC | 41,554 | $659.0K | 0.15% | −1,711−4.0% | Reduced |
| Principal Securities, Inc. | 41,335 | $655.6K | 0.01% | +18,138+78.2% | Added |
| Bridgewater Advisors Inc. | 35,841 | $654.4K | 0.04% | +1,056+3.0% | Added |
| Aprio Wealth Management, LLC | 40,931 | $654.0K | 0.04% | +3,485+9.3% | Added |
| Acadian Asset Management LLC | 41,264 | $654.0K | 0.00% | +19,300+87.9% | Added |
| InTrack Investment Management Inc | 40,989 | $650.1K | 0.36% | +1,546+3.9% | Added |
| Mission Wealth Management, LP | 40,503 | $642.4K | 0.01% | −1,203−2.9% | Reduced |
| Entropy Technologies, LP | 39,079 | $619.8K | 0.03% | +2,105+5.7% | Added |
| Optas, LLC | 38,917 | $617.2K | 0.10% | +522+1.4% | Added |
| Gallacher Capital Management LLC | 38,889 | $616.8K | 0.24% | +46+0.1% | Added |
| Sage Rhino Capital LLC | 38,021 | $603.0K | 0.11% | −1,562−3.9% | Reduced |
| Kathmere Capital Management, LLC | 37,544 | $595.4K | 0.04% | +2,839+8.2% | Added |
| Traveka Wealth, LLC | 37,406 | $593.3K | 0.24% | +64+0.2% | Added |
| Fiera Capital Corp | 37,342 | $592.2K | 0.00% | +37,342 | New |
| Norden Group LLC | 37,024 | $587.2K | 0.06% | +1,799+5.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 35,710 | $586.7K | 0.00% | +9,643+37.0% | Added |
| Keel Point, LLC | 36,649 | $581.3K | 0.04% | +30+0.1% | Added |
| Anchyra Partners LLC | 36,248 | $574.9K | 0.18% | +36,248 | New |
| EverSource Wealth Advisors, LLC | 34,679 | $550.0K | 0.02% | +878+2.6% | Added |
| Third View Private Wealth, LLC | 34,501 | $547.2K | 0.07% | +34,501 | New |
| Beacon Pointe Advisors, LLC | 34,072 | $540.4K | 0.00% | +9,771+40.2% | Added |
| CWM, LLC | 34,024 | $540.0K | 0.00% | +30,520+871.0% | Added |
| State Street Corp | 34,020 | $539.6K | 0.00% | 00.0% | Unchanged |
| Guardian Capital LP | 33,625 | $533.3K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 33,596 | $532.8K | 0.02% | −80,319−70.5% | Reduced |
| Cetera Trust Company, N.A | 33,020 | $523.7K | 0.28% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 32,982 | $523.1K | 0.00% | +32,982 | New |
| Hunter Perkins Capital Management, LLC | 32,700 | $519.0K | 0.12% | −8,200−20.0% | Reduced |
| Warren Averett Asset Management, LLC | 31,912 | $506.1K | 0.00% | +13,542+73.7% | Added |
| Wedmont Private Capital | 30,339 | $500.0K | 0.02% | +1,392+4.8% | Added |
| Headlands Technologies LLC | 31,308 | $496.5K | 0.04% | +31,308 | New |
| GeoWealth Management, LLC | 31,303 | $496.5K | 0.02% | −1,477−4.5% | Reduced |
| New York State Common Retirement Fund | 31,110 | $493.4K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 31,069 | $492.8K | 0.02% | +4,757+18.1% | Added |
| Main Street Research LLC | 30,205 | $479.1K | 0.03% | +30,205 | New |
| Clarius Group, LLC | 29,236 | $463.7K | 0.03% | 00.0% | Unchanged |
| Seeds Investor LLC | 29,012 | $460.1K | 0.09% | +876+3.1% | Added |
| Knights of Columbus Asset Advisors LLC | 28,994 | $459.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 28,945 | $459.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 28,690 | $455.0K | 0.05% | +342+1.2% | Added |
| Basecamp Wealth Advisors LLC | 28,371 | $450.0K | 0.10% | +28,371 | New |
| Frec Markets, Inc. | 27,585 | $437.5K | 0.13% | +27,585 | New |
| HRT Financial LP | 27,589 | $437.0K | 0.00% | −66,225−70.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,413 | $434.8K | 0.02% | −6,194−18.4% | Reduced |
| Burns Matteson Capital Management, LLC | 26,440 | $419.3K | 0.17% | +2,382+9.9% | Added |
| Ronald Blue Trust, Inc. | 26,397 | $418.6K | 0.00% | −57,324−68.5% | Reduced |
| Resources Investment Advisors, LLC. | 26,339 | $417.7K | 0.00% | −4,507−14.6% | Reduced |
| Resonant Capital Advisors, LLC | 26,031 | $412.9K | 0.02% | −110.0% | Reduced |
| Abc Arbitrage SA | 25,442 | $403.5K | 0.04% | +25,442 | New |
| Bleakley Financial Group, LLC | 24,974 | $396.1K | 0.01% | −6,327−20.2% | Reduced |
| PDS Planning, Inc | 24,756 | $392.6K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 24,688 | $391.6K | 0.02% | +821+3.4% | Added |
| Cromwell Holdings LLC | 24,134 | $382.8K | 0.21% | 00.0% | Unchanged |
| Lido Advisors, LLC | 23,905 | $380.7K | 0.00% | +10.0% | Added |
| Summit Trail Advisors, LLC | 23,423 | $371.5K | 0.01% | −13,632−36.8% | Reduced |
| We Are One Seven, LLC | 23,166 | $367.4K | 0.01% | +3,943+20.5% | Added |
| EP Wealth Advisors, LLC | 22,957 | $364.1K | 0.00% | +22,957 | New |
| Hardy Reed LLC | 22,953 | $364.0K | 0.03% | −252−1.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 22,454 | $356.1K | 0.06% | −12,000−34.8% | Reduced |
| Brandes Investment Partners, LP | 22,094 | $350.4K | 0.00% | −929,526−97.7% | Reduced |
| May Hill Capital, LLC | 22,077 | $350.1K | 0.09% | −1,578−6.7% | Reduced |
| Capital Fund Management S.A. | 22,056 | $349.8K | 0.00% | −110,394−83.3% | Reduced |
| IHT Wealth Management, LLC | 22,046 | $349.6K | 0.01% | +1,305+6.3% | Added |
| Sym Financial Corp | 21,329 | $338.3K | 0.03% | +583+2.8% | Added |