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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 14,876 | $252.4K | 0.01% | +1,186+8.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,088 | $256.0K | 0.00% | +555+3.8% | Added |
| Bingham Private Wealth, LLC | 15,180 | $257.6K | 0.20% | +2,028+15.4% | Added |
| CIBC Bancorp USA Inc. | 15,201 | $258.0K | 0.00% | +15,201 | New |
| Brown Financial Advisors | 15,211 | $258.1K | 0.10% | +15,211 | New |
| Baker Tilly Wealth Management, LLC | 15,238 | $258.6K | 0.06% | +1,324+9.5% | Added |
| Concurrent Investment Advisors, LLC | 15,277 | $259.2K | 0.00% | +1,390+10.0% | Added |
| Evoke Wealth, LLC | 15,321 | $260.0K | 0.00% | +2,429+18.8% | Added |
| OpenArc Corporate Advisory, LLC | 15,336 | $260.3K | 0.00% | +1,430+10.3% | Added |
| Cozad Asset Management Inc | 15,342 | $260.4K | 0.02% | −2,905−15.9% | Reduced |
| Capital Performance Advisors LLP | 15,362 | $260.7K | 0.02% | +2,762+21.9% | Added |
| Apollon Wealth Management, LLC | 15,418 | $261.6K | 0.00% | +976+6.8% | Added |
| Dynamic Advisor Solutions LLC | 15,456 | $262.3K | 0.01% | +1,801+13.2% | Added |
| Buckingham Strategic Partners | 15,535 | $263.6K | 0.00% | +3,899+33.5% | Added |
| First Affirmative Financial Network | 15,648 | $265.6K | 0.10% | +15,648 | New |
| Perigon Wealth Management, LLC | 15,951 | $270.7K | 0.00% | +1,693+11.9% | Added |
| Sowell Financial Services LLC | 16,156 | $274.2K | 0.01% | −2,979−15.6% | Reduced |
| Mattson Financial Services, LLC | 16,170 | $274.4K | 0.07% | +16,170 | New |
| One Wealth Capital Management, LLC | 15,797 | $277.1K | 0.12% | −3,685−18.9% | Reduced |
| Xponance, Inc. | 16,582 | $281.4K | 0.00% | +1,745+11.8% | Added |
| Savvy Advisors, Inc. | 17,044 | $289.2K | 0.01% | +5,851+52.3% | Added |
| Fiduciary Trust Co | 17,139 | $290.8K | 0.00% | −84−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 17,307 | $293.7K | 0.00% | −379−2.1% | Reduced |
| Denali Advisors LLC | 17,371 | $294.8K | 0.03% | −182−1.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 17,579 | $298.3K | 0.03% | +95+0.5% | Added |
| Foster Group, Inc. | 17,588 | $298.5K | 0.01% | +304+1.8% | Added |
| 55 North Private Wealth, LLC | 17,741 | $301.1K | 0.08% | +3,317+23.0% | Added |
| NewEdge Wealth, LLC | 17,847 | $302.9K | 0.00% | −1,834−9.3% | Reduced |
| Journey Strategic Wealth LLC | 18,217 | $309.1K | 0.01% | +2,568+16.4% | Added |
| Livet Wealth, LLC | 18,297 | $310.5K | 0.20% | +1,196+7.0% | Added |
| Beverly Hills Private Wealth, LLC | 18,390 | $312.1K | 0.05% | −1,872−9.2% | Reduced |
| Palladiem, LLC | 17,198 | $312.1K | 0.30% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,462 | $313.3K | 0.01% | −852−4.4% | Reduced |
| Old National Bancorp | 18,509 | $314.1K | 0.01% | +405+2.2% | Added |
| MAI Capital Management | 18,602 | $315.7K | 0.00% | +11,978+180.8% | Added |
| Moody National Bank Trust Division | 18,781 | $318.7K | 0.03% | +1,623+9.5% | Added |
| Everpar Advisors LLC | 19,047 | $323.2K | 0.11% | −1,300−6.4% | Reduced |
| 180 Wealth Advisors, LLC | 19,220 | $326.2K | 0.04% | −100−0.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 18,251 | $329.4K | 0.03% | +3,502+23.7% | Added |
| Alta Capital Management LLC | 19,608 | $332.7K | 0.03% | +7,541+62.5% | Added |
| Choate Investment Advisors | 19,666 | $333.7K | 0.01% | +227+1.2% | Added |
| Thrivent Financial for Lutherans | 20,538 | $342.0K | 0.00% | +1,717+9.1% | Added |
| Legacy Wealth Partners, LLC | 20,154 | $342.0K | 0.09% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 20,384 | $345.9K | 0.01% | +2,156+11.8% | Added |
| Riversedge Advisors, LLC | 20,522 | $348.3K | 0.06% | +646+3.3% | Added |
| Merit Financial Group, LLC | 20,753 | $352.2K | 0.00% | +3,515+20.4% | Added |
| Allworth Financial LP | 20,995 | $356.3K | 0.00% | +4,833+29.9% | Added |
| a16z Perennial Management, L.P. | 21,108 | $358.2K | 0.03% | 00.0% | Unchanged |
| Storgate, LLC | 21,222 | $360.1K | 0.28% | +21,222 | New |
| Brighton Jones LLC | 21,353 | $362.4K | 0.01% | +21,353 | New |
| Axq Capital, LP | 21,407 | $363.3K | 0.05% | +21,407 | New |
| Walkner Condon Financial Advisors LLC | 21,678 | $367.9K | 0.05% | +4,180+23.9% | Added |
| Kestra Advisory Services, LLC | 21,715 | $368.5K | 0.00% | −26,863−55.3% | Reduced |
| EP Wealth Advisors, LLC | 22,004 | $373.4K | 0.00% | −953−4.2% | Reduced |
| We Are One Seven, LLC | 22,030 | $373.8K | 0.01% | −1,136−4.9% | Reduced |
| May Hill Capital, LLC | 22,380 | $379.8K | 0.10% | +303+1.4% | Added |
| J.Safra Asset Management Corp | 22,426 | $380.6K | 0.02% | +22,426 | New |
| Sym Financial Corp | 22,788 | $386.7K | 0.04% | +1,459+6.8% | Added |
| Independent Advisor Alliance | 22,811 | $387.1K | 0.00% | +2,659+13.2% | Added |
| AlTi Global, Inc. | 22,871 | $388.1K | 0.01% | +11,383+99.1% | Added |
| Ronald Blue Trust, Inc. | 22,931 | $389.1K | 0.00% | −3,466−13.1% | Reduced |
| Gibbs Wealth Management | 22,939 | $389.3K | 0.05% | +12,632+122.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,727 | $402.6K | 0.01% | +6,957+41.5% | Added |
| IHT Wealth Management, LLC | 23,792 | $403.8K | 0.01% | +1,746+7.9% | Added |
| Cromwell Holdings LLC | 24,134 | $409.6K | 0.23% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 24,398 | $414.0K | 0.00% | −23,350−48.9% | Reduced |
| PDS Planning, Inc | 24,756 | $420.1K | 0.03% | 00.0% | Unchanged |
| Hardy Reed LLC | 24,964 | $423.6K | 0.03% | +2,011+8.8% | Added |
| Americana Partners, LLC | 24,985 | $424.0K | 0.01% | +24,985 | New |
| Vestmark Advisory Solutions, Inc. | 24,990 | $424.1K | 0.00% | −30,102−54.6% | Reduced |
| Two Sigma Investments, LP | 25,200 | $427.6K | 0.00% | +25,200 | New |
| Te Ahumairangi Investment Management Ltd | 25,674 | $435.7K | 0.07% | +3,220+14.3% | Added |
| Mount Yale Investment Advisors, LLC | 26,129 | $443.4K | 0.01% | −1,284−4.7% | Reduced |
| Savant Capital, LLC | 27,131 | $460.4K | 0.00% | +10,605+64.2% | Added |
| Resources Investment Advisors, LLC. | 27,155 | $460.8K | 0.00% | +816+3.1% | Added |
| Bleakley Financial Group, LLC | 27,290 | $463.1K | 0.01% | +2,316+9.3% | Added |
| Susquehanna International Group, LLP | 27,447 | $465.8K | 0.00% | −70,131−71.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 27,486 | $466.4K | 0.05% | −1,204−4.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 28,330 | $481.0K | 0.11% | −4,370−13.4% | Reduced |
| Basecamp Wealth Advisors LLC | 28,371 | $481.5K | 0.10% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 28,926 | $490.9K | 0.00% | −2,986−9.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 28,994 | $492.0K | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 29,180 | $495.2K | 0.01% | +10,000+52.1% | Added |
| Commerce Bank | 29,965 | $508.5K | 0.00% | +10,139+51.1% | Added |
| First National Bank of Hutchinson | 30,303 | $514.2K | 0.33% | +30,303 | New |
| Resonant Capital Advisors, LLC | 30,412 | $516.1K | 0.03% | +4,381+16.8% | Added |
| Main Street Research LLC | 30,448 | $516.7K | 0.03% | +243+0.8% | Added |
| Seeds Investor LLC | 28,942 | $525.9K | 0.07% | −70−0.2% | Reduced |
| Cresset Asset Management, LLC | 31,019 | $526.4K | 0.00% | +20,389+191.8% | Added |
| New York State Common Retirement Fund | 31,110 | $527.9K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 28,995 | $534.4K | 0.02% | −1,344−4.4% | Reduced |
| Syon Capital LLC | 31,770 | $539.1K | 0.03% | +701+2.3% | Added |
| Swiss Life Asset Management Ltd | 31,871 | $540.9K | 0.00% | −16,530−34.2% | Reduced |
| Valeo Financial Advisors, LLC | 32,181 | $546.1K | 0.01% | −20,102−38.4% | Reduced |
| Lido Advisors, LLC | 32,275 | $547.7K | 0.00% | +8,370+35.0% | Added |
| Cetera Trust Company, N.A | 33,020 | $560.3K | 0.32% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 33,612 | $570.4K | 0.08% | −889−2.6% | Reduced |
| State Street Corp | 34,020 | $577.3K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 35,982 | $610.6K | 0.01% | −11,555−24.3% | Reduced |
| West Family Investments, Inc. | 36,531 | $619.9K | 0.22% | −33,143−47.6% | Reduced |