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 |
|---|---|---|---|---|---|
| Dorsey Wright & Associates | 223,030 | $3.78M | 0.47% | +62,918+39.3% | Added |
| Rhumbline Advisers | 210,327 | $3.57M | 0.00% | +8,251+4.1% | Added |
| Rockefeller Capital Management L.P. | 208,443 | $3.54M | 0.01% | +103,851+99.3% | Added |
| Laird Norton Trust Company, LLC | 196,327 | $3.33M | 0.07% | −3,961−2.0% | Reduced |
| Sanctuary Advisors, LLC | 196,298 | $3.33M | 0.02% | +14,197+7.8% | Added |
| Commonwealth Equity Services, LLC | 193,994 | $3.29M | 0.00% | +15,995+9.0% | Added |
| JCIC Asset Management Inc. | 186,469 | $3.16M | 0.97% | +7,829+4.4% | Added |
| Park Avenue Securities LLC | 185,476 | $3.15M | 0.02% | +2,037+1.1% | Added |
| Atomi Financial Group, Inc. | 184,145 | $3.12M | 0.10% | +10,415+6.0% | Added |
| Evergreen Capital Management LLC | 179,892 | $3.05M | 0.07% | +17,916+11.1% | Added |
| Altman Advisors, Inc. | 177,200 | $3.01M | 1.25% | −25,571−12.6% | Reduced |
| Mitchell Capital Management Co | 176,024 | $2.99M | 0.55% | +176,024 | New |
| Ieq Capital, LLC | 175,830 | $2.98M | 0.01% | −15,691−8.2% | Reduced |
| CAPROCK Group, Inc. | 170,238 | $2.89M | 0.07% | +4,838+2.9% | Added |
| Qube Research & Technologies Ltd | 168,100 | $2.85M | 0.00% | −815,188−82.9% | Reduced |
| CI Private Wealth, LLC | 164,232 | $2.73M | 0.00% | +22,111+15.6% | Added |
| Madison Asset Management, LLC | 159,836 | $2.71M | 0.03% | +10,266+6.9% | Added |
| Fulcrum Wealth Advisors, LLC | 157,661 | $2.68M | 2.22% | −34,515−18.0% | Reduced |
| Qtron Investments LLC | 154,238 | $2.62M | 0.35% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 151,106 | $2.56M | 0.00% | −25,993−14.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 140,032 | $2.56M | 0.01% | +55,494+65.6% | Added |
| Benjamin Edwards Inc | 145,175 | $2.46M | 0.02% | +23,206+19.0% | Added |
| Aaron Wealth Advisors | 139,534 | $2.37M | 0.14% | +32,364+30.2% | Added |
| Legacy Wealth Asset Management, LLC | 138,902 | $2.36M | 0.57% | +15,581+12.6% | Added |
| Oppenheimer Asset Management Inc. | 138,725 | $2.35M | 0.03% | +6,723+5.1% | Added |
| Nations Financial Group Inc, | 135,740 | $2.30M | 0.12% | +82,980+157.3% | Added |
| Sequoia Financial Advisors, LLC | 132,331 | $2.25M | 0.01% | +72,603+121.6% | Added |
| Ethic Inc. | 127,547 | $2.16M | 0.03% | +741+0.6% | Added |
| BTC Capital Management, Inc. | 126,368 | $2.14M | 0.15% | +850+0.7% | Added |
| Beacon Pointe Advisors, LLC | 126,252 | $2.14M | 0.01% | +92,180+270.5% | Added |
| Allspring Global Investments Holdings, LLC | 122,193 | $2.12M | 0.00% | +23,813+24.2% | Added |
| Keybank National Association | 119,395 | $2.03M | 0.01% | +76,164+176.2% | Added |
| DRW Securities, LLC | 117,772 | $2.00M | 0.11% | −40,727−25.7% | Reduced |
| Intrust Bank NA | 115,681 | $1.96M | 0.16% | +4,797+4.3% | Added |
| Abn Amro Investment Solutions | 114,800 | $1.95M | 0.03% | −284,000−71.2% | Reduced |
| United Capital Financial Advisers, LLC | 112,978 | $1.92M | 0.01% | +2,234+2.0% | Added |
| Hantz Financial Services, Inc. | 111,934 | $1.90M | 0.03% | +4,997+4.7% | Added |
| Confluence Investment Management LLC | 111,432 | $1.89M | 0.03% | +7,520+7.2% | Added |
| Bailard, Inc. | 109,125 | $1.85M | 0.04% | −4,214−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 108,769 | $1.85M | 0.00% | +10,914+11.2% | Added |
| Federated Hermes, Inc. | 107,783 | $1.83M | 0.00% | −23,507−17.9% | Reduced |
| Janney Montgomery Scott LLC | 105,782 | $1.79M | 0.00% | −1,118−1.0% | Reduced |
| Farther Finance Advisors, LLC | 100,572 | $1.78M | 0.02% | −9,153−8.3% | Reduced |
| AdvisorShares Investments LLC | 101,829 | $1.73M | 0.31% | −3,908−3.7% | Reduced |
| Yousif Capital Management, LLC | 100,670 | $1.71M | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 100,399 | $1.70M | 0.02% | +6,842+7.3% | Added |
| 17 Capital Partners, LLC | 98,845 | $1.68M | 0.87% | −3,400−3.3% | Reduced |
| Greenleaf Trust | 98,822 | $1.68M | 0.02% | −22,145−18.3% | Reduced |
| Smartleaf Asset Management LLC | 100,440 | $1.64M | 0.06% | +2,621+2.7% | Added |
| Guardian Capital LP | 91,129 | $1.55M | 0.04% | +57,504+171.0% | Added |
| Prime Capital Investment Advisors, LLC | 90,283 | $1.53M | 0.02% | −8,909−9.0% | Reduced |
| Hancock Whitney Corp | 84,373 | $1.51M | 0.03% | +3,280+4.0% | Added |
| Barometer Capital Management Inc. | 88,700 | $1.51M | 0.52% | +29,000+48.6% | Added |
| HB Wealth Management, LLC | 87,675 | $1.49M | 0.01% | +9,149+11.7% | Added |
| Abc Arbitrage SA | 85,154 | $1.45M | 0.19% | +59,712+234.7% | Added |
| Lockheed Martin Investment Management Co | 84,570 | $1.44M | 0.05% | +4,170+5.2% | Added |
| Fifth Third Bancorp | 83,188 | $1.41M | 0.00% | +1,370+1.7% | Added |
| Ballentine Partners, LLC | 81,259 | $1.38M | 0.02% | +4,733+6.2% | Added |
| Catalytic Wealth RIA, LLC | 81,088 | $1.38M | 0.06% | +31,898+64.8% | Added |
| Marks Group Wealth Management, Inc | 79,565 | $1.35M | 0.13% | −108−0.1% | Reduced |
| Alliancebernstein L.P. | 83,331 | $1.32M | 0.00% | +70,324+540.7% | Added |
| Calamos Wealth Management LLC | 77,711 | $1.32M | 0.05% | −3,132−3.9% | Reduced |
| Calamos Advisors LLC | 77,711 | $1.32M | 0.01% | +77,711 | New |
| Advisors Asset Management, Inc. | 77,668 | $1.32M | 0.02% | +8,001+11.5% | Added |
| Jain Global LLC | 76,926 | $1.31M | 0.02% | −89,245−53.7% | Reduced |
| Highland Capital Management, LLC | 76,800 | $1.30M | 0.07% | −250−0.3% | Reduced |
| CIBC Asset Management Inc | 75,424 | $1.28M | 0.00% | +115+0.2% | Added |
| Integrated Wealth Concepts LLC | 69,462 | $1.18M | 0.01% | +48,188+226.5% | Added |
| Versant Capital Management, Inc | 69,437 | $1.18M | 0.12% | +11,050+18.9% | Added |
| Trexquant Investment LP | 68,957 | $1.17M | 0.01% | −553,850−88.9% | Reduced |
| Abel Hall, LLC | 67,630 | $1.15M | 0.24% | +6,095+9.9% | Added |
| Wealth Alliance | 67,034 | $1.14M | 0.11% | −377−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 66,996 | $1.14M | 0.08% | −5,642−7.8% | Reduced |
| GeoWealth Management, LLC | 66,728 | $1.13M | 0.04% | +35,425+113.2% | Added |
| Silver Oak Securities, Inc | 66,203 | $1.12M | 0.08% | +1,784+2.8% | Added |
| Ewa, LLC | 65,794 | $1.12M | 0.25% | −229−0.3% | Reduced |
| Westwood Holdings Group Inc. | 65,743 | $1.12M | 0.01% | +65,743 | New |
| Portside Wealth Group, LLC | 64,230 | $1.09M | 0.15% | +3,954+6.6% | Added |
| Sivia Capital Partners, LLC | 63,928 | $1.08M | 0.21% | +11,132+21.1% | Added |
| Harbour Capital Advisors, LLC | 62,005 | $1.08M | 0.21% | −1,445−2.3% | Reduced |
| GWM Advisors LLC | 63,437 | $1.08M | 0.00% | +10,199+19.2% | Added |
| Parallel Advisors, LLC | 63,185 | $1.07M | 0.02% | +16,061+34.1% | Added |
| Ballast Advisors LLC | 63,069 | $1.07M | 0.31% | −213−0.3% | Reduced |
| Flputnam Investment Management Co | 61,941 | $1.05M | 0.02% | +6,582+11.9% | Added |
| GAMMA Investing LLC | 61,231 | $1.04M | 0.05% | +4,645+8.2% | Added |
| Franklin Resources Inc | 60,432 | $1.03M | 0.00% | +4,392+7.8% | Added |
| Dynasty Wealth Management, LLC | 60,029 | $1.02M | 0.01% | −2,547−4.1% | Reduced |
| Entropy Technologies, LP | 60,019 | $1.02M | 0.05% | +20,940+53.6% | Added |
| Limestone Investment Advisors LP | 59,213 | $1.00M | 0.49% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 59,199 | $1.00M | 0.01% | −100,774−63.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 58,368 | $990.5K | 0.02% | −180,696−75.6% | Reduced |
| D. E. Shaw & Co., Inc. | 58,071 | $985.5K | 0.00% | −1,380,284−96.0% | Reduced |
| Themes Management Co LLC | 56,606 | $960.6K | 0.59% | −3,295−5.5% | Reduced |
| Davenport & Co LLC | 56,436 | $957.7K | 0.01% | +1,514+2.8% | Added |
| RNC Capital Management LLC | 55,570 | $943.0K | 0.04% | −127−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 53,619 | $909.9K | 0.13% | +1,870+3.6% | Added |
| DMG Group, LLC | 52,473 | $890.5K | 0.60% | +1,670+3.3% | Added |
| Summit Trail Advisors, LLC | 52,186 | $885.6K | 0.01% | +28,763+122.8% | Added |
| Louisbourg Investments Inc. | 52,032 | $883.0K | 0.17% | +6,400+14.0% | Added |
| Assetmark, Inc | 51,781 | $878.7K | 0.00% | −5,476−9.6% | Reduced |