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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 21,274 | $337.4K | 0.00% | −51,300−70.7% | Reduced |
| a16z Perennial Management, L.P. | 21,108 | $334.8K | 0.03% | 00.0% | Unchanged |
| Everpar Advisors LLC | 20,347 | $322.7K | 0.12% | −5,088−20.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 20,262 | $321.4K | 0.06% | −119−0.6% | Reduced |
| Legacy Wealth Partners, LLC | 20,154 | $319.6K | 0.08% | +20,154 | New |
| Independent Advisor Alliance | 20,152 | $319.6K | 0.01% | +20,152 | New |
| HighPoint Advisor Group LLC | 19,897 | $315.6K | 0.01% | −408−2.0% | Reduced |
| Riversedge Advisors, LLC | 19,876 | $315.2K | 0.05% | +1,078+5.7% | Added |
| Commerce Bank | 19,826 | $314.4K | 0.00% | −3,334−14.4% | Reduced |
| NewEdge Wealth, LLC | 19,681 | $312.1K | 0.00% | +5,417+38.0% | Added |
| One Wealth Capital Management, LLC | 19,482 | $309.0K | 0.13% | +3,466+21.6% | Added |
| Choate Investment Advisors | 19,439 | $308.3K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 19,320 | $306.4K | 0.03% | −2,654−12.1% | Reduced |
| Snowden Capital Advisors LLC | 19,314 | $306.3K | 0.01% | +3,142+19.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 19,180 | $304.2K | 0.01% | +7,499+64.2% | Added |
| Sowell Financial Services LLC | 19,135 | $303.5K | 0.01% | +456+2.4% | Added |
| Thrivent Financial for Lutherans | 18,821 | $300.0K | 0.00% | +3,136+20.0% | Added |
| Windward Capital Management Co | 18,478 | $293.1K | 0.02% | −318−1.7% | Reduced |
| Dauntless Investment Group, LLC | 18,413 | $292.0K | 1.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 18,247 | $289.4K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 18,228 | $289.1K | 0.01% | +3,066+20.2% | Added |
| Old National Bancorp | 18,104 | $287.1K | 0.00% | +247+1.4% | Added |
| Kingsview Wealth Management, LLC | 17,686 | $280.5K | 0.00% | −536−2.9% | Reduced |
| Denali Advisors LLC | 17,553 | $278.4K | 0.03% | −610−3.4% | Reduced |
| Icon Wealth Advisors, LLC | 17,652 | $277.9K | 0.02% | +3,637+26.0% | Added |
| Walkner Condon Financial Advisors LLC | 17,498 | $277.5K | 0.04% | +1,478+9.2% | Added |
| Transamerica Financial Advisors, Inc. | 17,484 | $277.3K | 0.02% | +545+3.2% | Added |
| Foster Group, Inc. | 17,284 | $274.1K | 0.01% | +473+2.8% | Added |
| Palladiem, LLC | 17,198 | $274.0K | 0.26% | +17,198 | New |
| Merit Financial Group, LLC | 17,238 | $273.4K | 0.00% | +2,084+13.8% | Added |
| Fiduciary Trust Co | 17,223 | $273.2K | 0.00% | +1,117+6.9% | Added |
| Moody National Bank Trust Division | 17,158 | $272.1K | 0.03% | +4,089+31.3% | Added |
| Livet Wealth, LLC | 17,101 | $271.2K | 0.17% | +17,101 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,770 | $266.0K | 0.00% | −18,960−53.1% | Reduced |
| EntryPoint Capital, LLC | 16,574 | $262.9K | 0.10% | +16,574 | New |
| Savant Capital, LLC | 16,526 | $262.1K | 0.00% | +3,152+23.6% | Added |
| Allworth Financial LP | 16,162 | $256.3K | 0.00% | +1,500+10.2% | Added |
| Journey Strategic Wealth LLC | 15,649 | $248.2K | 0.01% | +15,649 | New |
| Sapient Capital LLC | 15,423 | $245.7K | 0.00% | +1,839+13.5% | Added |
| Two Sigma Securities, LLC | 15,369 | $243.8K | 0.03% | +15,369 | New |
| Jackson Thornton Asset Management, LLC | 14,749 | $242.3K | 0.02% | −266−1.8% | Reduced |
| Canopy Partners, LLC | 15,158 | $240.4K | 0.08% | +582+4.0% | Added |
| Xponance, Inc. | 14,837 | $235.3K | 0.00% | +846+6.0% | Added |
| HBK Sorce Advisory LLC | 12,030 | $230.3K | 0.01% | +80+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,533 | $230.0K | 0.00% | −3,992−21.5% | Reduced |
| Apollon Wealth Management, LLC | 14,442 | $229.1K | 0.00% | −3,219−18.2% | Reduced |
| 55 North Private Wealth, LLC | 14,424 | $228.8K | 0.06% | +14,424 | New |
| Seven Mile Advisory | 14,337 | $227.4K | 0.04% | −1,757−10.9% | Reduced |
| Perigon Wealth Management, LLC | 14,258 | $226.1K | 0.00% | +756+5.6% | Added |
| Ariadne Wealth Management, LP | 11,485 | $225.1K | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 13,976 | $221.7K | 0.01% | −1,514−9.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 13,930 | $220.9K | 0.01% | +691+5.2% | Added |
| Baker Tilly Wealth Management, LLC | 13,914 | $220.7K | 0.05% | +1,931+16.1% | Added |
| OpenArc Corporate Advisory, LLC | 13,906 | $220.5K | 0.00% | +13,906 | New |
| Concurrent Investment Advisors, LLC | 13,887 | $220.3K | 0.00% | +13,887 | New |
| SmartHarvest Portfolios, LLC | 13,872 | $220.0K | 0.08% | +13,872 | New |
| Moors & Cabot, Inc. | 13,850 | $219.7K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 13,690 | $217.1K | 0.01% | +13,690 | New |
| Coastal Bridge Advisors, LLC | 13,679 | $216.9K | 0.02% | −500−3.5% | Reduced |
| Dynamic Advisor Solutions LLC | 13,655 | $216.6K | 0.01% | +944+7.4% | Added |
| Pensionmark Financial Group, LLC | 13,559 | $215.0K | 0.00% | +13,559 | New |
| Stephens Inc | 13,530 | $214.6K | 0.00% | +13,530 | New |
| Brown Brothers Harriman & Co | 13,179 | $209.0K | 0.00% | +12,747+2,950.7% | Added |
| Bingham Private Wealth, LLC | 13,152 | $208.6K | 0.18% | +13,152 | New |
| Alliancebernstein L.P. | 13,007 | $206.3K | 0.00% | −228−1.7% | Reduced |
| Verus Capital Partners, LLC | 13,000 | $206.2K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 12,892 | $204.5K | 0.00% | +1,390+12.1% | Added |
| Independent Solutions Wealth Management, LLC | 12,692 | $201.3K | 0.04% | +581+4.8% | Added |
| Capital Performance Advisors LLP | 12,600 | $199.8K | 0.01% | +2,366+23.1% | Added |
| Sage Mountain Advisors LLC | 12,381 | $196.4K | 0.01% | −3,335−21.2% | Reduced |
| Sunpointe, LLC | 12,204 | $193.6K | 0.06% | 00.0% | Unchanged |
| Alta Capital Management LLC | 12,067 | $191.4K | 0.01% | +647+5.7% | Added |
| Wrapmanager Inc | 12,048 | $191.1K | 0.06% | −2,278−15.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,024 | $190.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,986 | $190.1K | 0.00% | +5,140+75.1% | Added |
| Fifth Third Wealth Advisors LLC | 11,967 | $189.8K | 0.01% | +11,967 | New |
| VanderPol Investments L.L.C. | 11,871 | $188.3K | 0.36% | −3,197−21.2% | Reduced |
| Frank, Rimerman Advisors LLC | 11,776 | $186.8K | 0.01% | +1,032+9.6% | Added |
| Alliance Wealth Advisors, LLC | 11,763 | $186.6K | 0.04% | −2,265−16.1% | Reduced |
| Buckingham Strategic Partners | 11,636 | $184.6K | 0.00% | +1,348+13.1% | Added |
| Centiva Capital, LP | 11,492 | $182.3K | 0.01% | −40,893−78.1% | Reduced |
| AlTi Global, Inc. | 11,488 | $182.2K | 0.00% | +11,488 | New |
| MQS Management LLC | 11,430 | $181.3K | 0.11% | −3,556−23.7% | Reduced |
| Savvy Advisors, Inc. | 11,193 | $177.5K | 0.01% | +11,193 | New |
| Gibbs Wealth Management | 10,307 | $176.1K | 0.04% | +10,307 | New |
| New Republic Capital, LLC | 11,040 | $175.1K | 0.05% | +11,040 | New |
| Premier Path Wealth Partners, LLC | 11,004 | $174.5K | 0.02% | −671−5.7% | Reduced |
| Walleye Trading LLC | 10,946 | $173.6K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 10,683 | $169.4K | 0.00% | +10,683 | New |
| Eagle Bay Advisors LLC | 10,657 | $169.0K | 0.12% | +10,657 | New |
| Cresset Asset Management, LLC | 10,630 | $168.6K | 0.00% | +131+1.2% | Added |
| Ascent Group, LLC | 10,596 | $168.1K | 0.01% | −79−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 10,564 | $167.5K | 0.00% | +10,564 | New |
| Fidelis Capital Partners, LLC | 10,554 | $167.4K | 0.01% | +139+1.3% | Added |
| Wallace Advisory Group, LLC | 10,541 | $167.2K | 0.18% | −5,512−34.3% | Reduced |
| Leo Wealth, LLC | 10,509 | $166.7K | 0.01% | +10,509 | New |
| Wedbush Securities Inc | 10,431 | $165.0K | 0.00% | +10,431 | New |
| Flatrock Wealth Partners LLC | 10,305 | $163.4K | 0.08% | +10,305 | New |
| Cary Street Partner Investment Advisory LLC | 10,270 | $162.9K | 0.04% | +10,270 | New |
| Stratos Wealth Partners, LTD. | 10,223 | $162.1K | 0.00% | −1,015−9.0% | Reduced |