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, Q1 2026
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Mar 31, 2026. 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
- 541
- +16 vs. Q4 2025
- Shares held
- 338.7M
- +7.90M (+2.4%) vs. Q4 2025
- Total value
- $5.75B
- +$496.4M (+9.5%) vs. Q4 2025
- New holders
- 71
- 257 more added
- Sold out
- 55
- 140 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grove Bank & Trust | 1,365 | $23.2K | 0.00% | 00.0% | Unchanged |
| Wellington Grp LLC | 1,425 | $24.2K | 0.01% | +1,425 | New |
| Bell Investment Advisors, Inc | 1,498 | $25.4K | 0.00% | +325+27.7% | Added |
| Harbour Investments, Inc. | 1,531 | $25.9K | 0.00% | +527+52.5% | Added |
| UMA Financial Services, Inc. | 1,657 | $28.1K | 0.00% | +28+1.7% | Added |
| Signature Equity Partners, LLC | 1,697 | $28.8K | 0.02% | +716+73.0% | Added |
| Whipplewood Advisors, LLC | 1,718 | $29.2K | 0.02% | +1,718 | New |
| Mather Group, LLC. | 1,800 | $30.5K | 0.00% | +1,800 | New |
| Cornerstone Planning Group LLC | 1,737 | $30.9K | 0.00% | +122+7.6% | Added |
| Highline Wealth Partners LLC | 1,862 | $31.6K | 0.01% | −11−0.6% | Reduced |
| NBC Securities, Inc. | 1,867 | $31.7K | 0.00% | +31+1.7% | Added |
| JPL Wealth Management, LLC | 1,895 | $32.2K | 0.01% | +1,895 | New |
| Westside Investment Management, Inc. | 1,846 | $32.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,005 | $34.0K | 0.00% | −557−21.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,005 | $34.0K | 0.00% | +2,005 | New |
| Essential Partners LLC | 2,079 | $35.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,129 | $36.1K | 0.01% | +297+16.2% | Added |
| Boyd Watterson Asset Management LLC | 2,238 | $38.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,175 | $38.5K | 0.00% | −307−12.4% | Reduced |
| Larson Financial Group LLC | 2,346 | $39.8K | 0.00% | +949+67.9% | Added |
| Financial Management Professionals, Inc. | 2,348 | $39.8K | 0.00% | −159−6.3% | Reduced |
| Capital Analysts, LLC | 2,415 | $41.0K | 0.00% | −824−25.4% | Reduced |
| Ancora Advisors, LLC | 2,693 | $45.7K | 0.00% | +1,343+99.5% | Added |
| IFP Advisors, Inc | 2,774 | $47.1K | 0.00% | −27−1.0% | Reduced |
| TD Private Client Wealth LLC | 2,859 | $48.5K | 0.00% | +1,601+127.3% | Added |
| Private Trust Co NA | 3,086 | $52.4K | 0.00% | +114+3.8% | Added |
| JFS Wealth Advisors, LLC | 3,348 | $56.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,356 | $57.0K | 0.01% | +55+1.7% | Added |
| Pin Oak Investment Advisors Inc | 3,894 | $66.0K | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,903 | $66.2K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,260 | $72.3K | 0.00% | −70,854−94.3% | Reduced |
| Salomon & Ludwin, LLC | 4,220 | $73.8K | 0.01% | −4−0.1% | Reduced |
| Solstein Capital, LLC | 4,380 | $74.3K | 0.03% | +4,380 | New |
| True Wealth Design, LLC | 4,489 | $76.2K | 0.02% | +1,287+40.2% | Added |
| Brown Brothers Harriman & Co | 4,795 | $81.4K | 0.00% | −8,384−63.6% | Reduced |
| Anfield Capital Management, LLC | 5,057 | $85.8K | 0.02% | +5,057 | New |
| Addison Advisors LLC | 5,522 | $93.7K | 0.02% | +22+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 6,386 | $108.4K | 0.00% | +70+1.1% | Added |
| Rothschild Investment LLC | 6,906 | $117.2K | 0.01% | −1,296−15.8% | Reduced |
| Nisa Investment Advisors, LLC | 7,022 | $119.2K | 0.00% | +291+4.3% | Added |
| Golden State Wealth Management, LLC | 7,316 | $124.2K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 7,439 | $126.2K | 0.03% | +7,439 | New |
| Parkside Financial Bank & Trust | 7,443 | $126.3K | 0.01% | +535+7.7% | Added |
| Owl Creek Wealth Partners LLC | 8,388 | $142.3K | 0.05% | +8,388 | New |
| Huntington National Bank | 8,607 | $146.1K | 0.00% | −448−4.9% | Reduced |
| LRI Investments, LLC | 9,029 | $153.2K | 0.01% | −735−7.5% | Reduced |
| Advisory Services Network, LLC | 9,738 | $165.3K | 0.00% | −365−3.6% | Reduced |
| Insigneo Advisory Services, LLC | 10,155 | $172.3K | 0.01% | −31−0.3% | Reduced |
| Pure Financial Advisors, Inc. | 10,229 | $173.6K | 0.00% | +10,229 | New |
| Amussen Hunsaker Associates LLC | 10,285 | $174.5K | 0.02% | +10,285 | New |
| Angeles Wealth Management, LLC | 10,331 | $175.3K | 0.01% | +10,331 | New |
| Soltis Investment Advisors LLC | 10,352 | $175.7K | 0.01% | +10,352 | New |
| Tocqueville Asset Management L.P. | 10,392 | $176.4K | 0.00% | −172−1.6% | Reduced |
| Campbell Deegan Wealth Management, LLC | 10,500 | $178.2K | 0.14% | +10,500 | New |
| Sepio Capital, LP | 10,554 | $179.1K | 0.01% | +10,554 | New |
| Cary Street Partner Investment Advisory LLC | 10,676 | $181.2K | 0.05% | +406+4.0% | Added |
| Wedbush Securities Inc | 10,731 | $182.0K | 0.01% | +300+2.9% | Added |
| Wallace Advisory Group, LLC | 10,727 | $182.0K | 0.19% | +186+1.8% | Added |
| Leo Wealth, LLC | 10,822 | $183.6K | 0.01% | +313+3.0% | Added |
| Premier Path Wealth Partners, LLC | 10,830 | $183.8K | 0.02% | −174−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 10,945 | $185.7K | 0.01% | −22,651−67.4% | Reduced |
| Walleye Trading LLC | 10,946 | $185.8K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 11,076 | $188.0K | 0.02% | +11,076 | New |
| Flatrock Wealth Partners LLC | 11,085 | $188.1K | 0.08% | +780+7.6% | Added |
| Wealthspire Advisors, LLC | 11,181 | $189.7K | 0.00% | +11,181 | New |
| Stephens Inc | 11,183 | $189.8K | 0.00% | −2,347−17.3% | Reduced |
| Seldon Capital LP | 11,273 | $191.3K | 0.07% | −223,293−95.2% | Reduced |
| Eagle Bay Advisors LLC | 11,334 | $192.3K | 0.17% | +677+6.4% | Added |
| Moors & Cabot, Inc. | 11,350 | $192.6K | 0.01% | −2,500−18.1% | Reduced |
| Ariadne Wealth Management, LP | 11,485 | $194.9K | 0.09% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 11,547 | $196.0K | 0.02% | +11,547 | New |
| Icon Wealth Advisors, LLC | 11,303 | $197.1K | 0.01% | −6,349−36.0% | Reduced |
| Coastal Bridge Advisors, LLC | 11,692 | $198.4K | 0.01% | −1,987−14.5% | Reduced |
| Scotia Capital Inc. | 11,698 | $198.5K | 0.00% | +11,698 | New |
| Fidelis Capital Partners, LLC | 11,710 | $198.7K | 0.01% | +1,156+11.0% | Added |
| Fifth Third Wealth Advisors LLC | 11,755 | $199.5K | 0.01% | −212−1.8% | Reduced |
| Diversified Trust Co | 11,856 | $201.2K | 0.00% | +1,173+11.0% | Added |
| Hilltop Holdings Inc. | 11,925 | $202.4K | 0.02% | −12,763−51.7% | Reduced |
| Windward Capital Management Co | 12,013 | $203.9K | 0.02% | −6,465−35.0% | Reduced |
| Ascent Group, LLC | 12,022 | $204.0K | 0.01% | +1,426+13.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 12,024 | $204.0K | 0.01% | 00.0% | Unchanged |
| Sunpointe, LLC | 12,204 | $207.1K | 0.07% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 11,724 | $207.5K | 0.00% | +11,724 | New |
| Millennium Management LLC | 12,266 | $208.2K | 0.00% | −99,657−89.0% | Reduced |
| Brandes Investment Partners, LP | 12,392 | $210.3K | 0.00% | −9,702−43.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 12,692 | $215.4K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 12,804 | $217.3K | 0.00% | +7,613+146.7% | Added |
| HBK Sorce Advisory LLC | 12,126 | $217.7K | 0.00% | +96+0.8% | Added |
| Verus Capital Partners, LLC | 13,000 | $220.6K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 13,172 | $223.5K | 0.01% | +1,396+11.9% | Added |
| Crestwood Advisors Group LLC | 13,319 | $226.0K | 0.00% | +13,319 | New |
| U.S. Capital Wealth Advisors, LLC | 13,376 | $227.0K | 0.01% | −554−4.0% | Reduced |
| Xxi Wealth, LLC | 13,448 | $228.2K | 0.13% | +13,448 | New |
| Sapient Capital LLC | 13,914 | $236.1K | 0.00% | −1,509−9.8% | Reduced |
| Pensionmark Financial Group, LLC | 13,978 | $237.2K | 0.00% | +419+3.1% | Added |
| Camden Capital, LLC | 14,044 | $238.3K | 0.02% | +68+0.5% | Added |
| Seven Mile Advisory | 14,118 | $239.6K | 0.17% | −219−1.5% | Reduced |
| Wrapmanager Inc | 14,161 | $240.3K | 0.08% | +2,113+17.5% | Added |
| SmartHarvest Portfolios, LLC | 14,391 | $244.2K | 0.10% | +519+3.7% | Added |
| Canopy Partners, LLC | 14,867 | $252.3K | 0.09% | −291−1.9% | Reduced |