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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 51,181 | $868.5K | 0.04% | +5,906+13.0% | Added |
| Linden Thomas Advisory Services, LLC | 50,841 | $862.8K | 0.08% | +2,280+4.7% | Added |
| Clearstead Advisors, LLC | 50,826 | $862.5K | 0.01% | +50,826 | New |
| Sagespring Wealth Partners, LLC | 50,128 | $850.7K | 0.02% | +3,135+6.7% | Added |
| Prospera Financial Services Inc | 50,111 | $850.3K | 0.01% | +1,151+2.4% | Added |
| Burns Matteson Capital Management, LLC | 48,977 | $831.1K | 0.32% | +22,537+85.2% | Added |
| Henshaw Capital LLC | 48,563 | $824.1K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 48,481 | $822.8K | 0.04% | −7,351−13.2% | Reduced |
| Trust Point Inc. | 48,381 | $821.0K | 0.07% | +5,389+12.5% | Added |
| EverSource Wealth Advisors, LLC | 47,567 | $807.2K | 0.02% | +12,888+37.2% | Added |
| GTS Securities LLC | 47,298 | $802.6K | 0.03% | +47,298 | New |
| Glenmede Trust Co NA | 46,304 | $785.8K | 0.00% | +107+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 45,767 | $776.7K | 0.04% | +555+1.2% | Added |
| Kathmere Capital Management, LLC | 45,363 | $769.8K | 0.05% | +7,819+20.8% | Added |
| Principal Securities, Inc. | 44,193 | $749.9K | 0.01% | +2,858+6.9% | Added |
| Pinnacle Associates Ltd | 44,166 | $749.5K | 0.01% | +15,221+52.6% | Added |
| Aprio Wealth Management, LLC | 43,941 | $745.7K | 0.04% | +3,010+7.4% | Added |
| Blair William & Co | 43,512 | $738.4K | 0.00% | −1,622−3.6% | Reduced |
| Five Oceans Advisors | 43,112 | $731.6K | 0.26% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 42,656 | $723.9K | 0.00% | −3,230−7.0% | Reduced |
| CWM, LLC | 42,639 | $723.6K | 0.00% | +8,615+25.3% | Added |
| Fiera Capital Corp | 42,394 | $719.4K | 0.00% | +5,052+13.5% | Added |
| Successful Portfolios LLC | 44,032 | $719.1K | 0.40% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 42,115 | $714.7K | 0.17% | +561+1.4% | Added |
| Aquatic Capital Management LLC | 41,896 | $711.0K | 0.02% | −59,864−58.8% | Reduced |
| XTX Topco Ltd | 41,734 | $708.2K | 0.01% | −485,122−92.1% | Reduced |
| Private Advisor Group, LLC | 41,680 | $707.3K | 0.00% | −6,010−12.6% | Reduced |
| InTrack Investment Management Inc | 41,169 | $698.6K | 0.40% | +180+0.4% | Added |
| Pinnacle Financial Partners, Inc. | 40,337 | $684.5K | 0.01% | −6,636−14.1% | Reduced |
| Bridgewater Advisors Inc. | 36,573 | $680.6K | 0.04% | +732+2.0% | Added |
| Mission Wealth Management, LP | 39,993 | $678.7K | 0.01% | −510−1.3% | Reduced |
| Atlas Capital Advisors LLC | 39,801 | $675.4K | 0.08% | −14,843−27.2% | Reduced |
| Gallacher Capital Management LLC | 39,661 | $673.0K | 0.26% | +772+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,304 | $669.6K | 0.00% | +2,594+7.3% | Added |
| Optas, LLC | 39,188 | $665.0K | 0.10% | +271+0.7% | Added |
| Norden Group LLC | 38,236 | $648.9K | 0.06% | +1,212+3.3% | Added |
| Evolve Private Wealth, LLC | 37,991 | $644.7K | 0.03% | −87,853−69.8% | Reduced |
| Sage Rhino Capital LLC | 37,991 | $644.7K | 0.12% | −30−0.1% | Reduced |
| Frec Markets, Inc. | 37,904 | $643.2K | 0.11% | +10,319+37.4% | Added |
| Traveka Wealth, LLC | 37,848 | $642.3K | 0.25% | +442+1.2% | Added |
| Anchyra Partners LLC | 37,680 | $639.4K | 0.19% | +1,432+4.0% | Added |
| West Family Investments, Inc. | 36,531 | $619.9K | 0.22% | −33,143−47.6% | Reduced |
| Coldstream Capital Management Inc | 35,982 | $610.6K | 0.01% | −11,555−24.3% | Reduced |
| State Street Corp | 34,020 | $577.3K | 0.00% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 33,612 | $570.4K | 0.08% | −889−2.6% | Reduced |
| Cetera Trust Company, N.A | 33,020 | $560.3K | 0.32% | 00.0% | Unchanged |
| Lido Advisors, LLC | 32,275 | $547.7K | 0.00% | +8,370+35.0% | Added |
| Valeo Financial Advisors, LLC | 32,181 | $546.1K | 0.01% | −20,102−38.4% | Reduced |
| Swiss Life Asset Management Ltd | 31,871 | $540.9K | 0.00% | −16,530−34.2% | Reduced |
| Syon Capital LLC | 31,770 | $539.1K | 0.03% | +701+2.3% | Added |
| Wedmont Private Capital | 28,995 | $534.4K | 0.02% | −1,344−4.4% | Reduced |
| New York State Common Retirement Fund | 31,110 | $527.9K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 31,019 | $526.4K | 0.00% | +20,389+191.8% | Added |
| Seeds Investor LLC | 28,942 | $525.9K | 0.07% | −70−0.2% | Reduced |
| Main Street Research LLC | 30,448 | $516.7K | 0.03% | +243+0.8% | Added |
| Resonant Capital Advisors, LLC | 30,412 | $516.1K | 0.03% | +4,381+16.8% | Added |
| First National Bank of Hutchinson | 30,303 | $514.2K | 0.33% | +30,303 | New |
| Commerce Bank | 29,965 | $508.5K | 0.00% | +10,139+51.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 29,180 | $495.2K | 0.01% | +10,000+52.1% | Added |
| Knights of Columbus Asset Advisors LLC | 28,994 | $492.0K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 28,926 | $490.9K | 0.00% | −2,986−9.4% | Reduced |
| Basecamp Wealth Advisors LLC | 28,371 | $481.5K | 0.10% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 28,330 | $481.0K | 0.11% | −4,370−13.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 27,486 | $466.4K | 0.05% | −1,204−4.2% | Reduced |
| Susquehanna International Group, LLP | 27,447 | $465.8K | 0.00% | −70,131−71.9% | Reduced |
| Bleakley Financial Group, LLC | 27,290 | $463.1K | 0.01% | +2,316+9.3% | Added |
| Resources Investment Advisors, LLC. | 27,155 | $460.8K | 0.00% | +816+3.1% | Added |
| Savant Capital, LLC | 27,131 | $460.4K | 0.00% | +10,605+64.2% | Added |
| Mount Yale Investment Advisors, LLC | 26,129 | $443.4K | 0.01% | −1,284−4.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 25,674 | $435.7K | 0.07% | +3,220+14.3% | Added |
| Two Sigma Investments, LP | 25,200 | $427.6K | 0.00% | +25,200 | New |
| Vestmark Advisory Solutions, Inc. | 24,990 | $424.1K | 0.00% | −30,102−54.6% | Reduced |
| Americana Partners, LLC | 24,985 | $424.0K | 0.01% | +24,985 | New |
| Hardy Reed LLC | 24,964 | $423.6K | 0.03% | +2,011+8.8% | Added |
| PDS Planning, Inc | 24,756 | $420.1K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 24,398 | $414.0K | 0.00% | −23,350−48.9% | Reduced |
| Cromwell Holdings LLC | 24,134 | $409.6K | 0.23% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 23,792 | $403.8K | 0.01% | +1,746+7.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,727 | $402.6K | 0.01% | +6,957+41.5% | Added |
| Gibbs Wealth Management | 22,939 | $389.3K | 0.05% | +12,632+122.6% | Added |
| Ronald Blue Trust, Inc. | 22,931 | $389.1K | 0.00% | −3,466−13.1% | Reduced |
| AlTi Global, Inc. | 22,871 | $388.1K | 0.01% | +11,383+99.1% | Added |
| Independent Advisor Alliance | 22,811 | $387.1K | 0.00% | +2,659+13.2% | Added |
| Sym Financial Corp | 22,788 | $386.7K | 0.04% | +1,459+6.8% | Added |
| J.Safra Asset Management Corp | 22,426 | $380.6K | 0.02% | +22,426 | New |
| May Hill Capital, LLC | 22,380 | $379.8K | 0.10% | +303+1.4% | Added |
| We Are One Seven, LLC | 22,030 | $373.8K | 0.01% | −1,136−4.9% | Reduced |
| EP Wealth Advisors, LLC | 22,004 | $373.4K | 0.00% | −953−4.2% | Reduced |
| Kestra Advisory Services, LLC | 21,715 | $368.5K | 0.00% | −26,863−55.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 21,678 | $367.9K | 0.05% | +4,180+23.9% | Added |
| Axq Capital, LP | 21,407 | $363.3K | 0.05% | +21,407 | New |
| Brighton Jones LLC | 21,353 | $362.4K | 0.01% | +21,353 | New |
| Storgate, LLC | 21,222 | $360.1K | 0.28% | +21,222 | New |
| a16z Perennial Management, L.P. | 21,108 | $358.2K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 20,995 | $356.3K | 0.00% | +4,833+29.9% | Added |
| Merit Financial Group, LLC | 20,753 | $352.2K | 0.00% | +3,515+20.4% | Added |
| Riversedge Advisors, LLC | 20,522 | $348.3K | 0.06% | +646+3.3% | Added |
| Ashton Thomas Private Wealth, LLC | 20,384 | $345.9K | 0.01% | +2,156+11.8% | Added |
| Legacy Wealth Partners, LLC | 20,154 | $342.0K | 0.09% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 20,538 | $342.0K | 0.00% | +1,717+9.1% | Added |