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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 19,666 | $333.7K | 0.01% | +227+1.2% | Added |
| Alta Capital Management LLC | 19,608 | $332.7K | 0.03% | +7,541+62.5% | Added |
| Jackson Thornton Asset Management, LLC | 18,251 | $329.4K | 0.03% | +3,502+23.7% | Added |
| 180 Wealth Advisors, LLC | 19,220 | $326.2K | 0.04% | −100−0.5% | Reduced |
| Everpar Advisors LLC | 19,047 | $323.2K | 0.11% | −1,300−6.4% | Reduced |
| Moody National Bank Trust Division | 18,781 | $318.7K | 0.03% | +1,623+9.5% | Added |
| MAI Capital Management | 18,602 | $315.7K | 0.00% | +11,978+180.8% | Added |
| Old National Bancorp | 18,509 | $314.1K | 0.01% | +405+2.2% | Added |
| Snowden Capital Advisors LLC | 18,462 | $313.3K | 0.01% | −852−4.4% | Reduced |
| Palladiem, LLC | 17,198 | $312.1K | 0.30% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 18,390 | $312.1K | 0.05% | −1,872−9.2% | Reduced |
| Livet Wealth, LLC | 18,297 | $310.5K | 0.20% | +1,196+7.0% | Added |
| Journey Strategic Wealth LLC | 18,217 | $309.1K | 0.01% | +2,568+16.4% | Added |
| NewEdge Wealth, LLC | 17,847 | $302.9K | 0.00% | −1,834−9.3% | Reduced |
| 55 North Private Wealth, LLC | 17,741 | $301.1K | 0.08% | +3,317+23.0% | Added |
| Foster Group, Inc. | 17,588 | $298.5K | 0.01% | +304+1.8% | Added |
| Transamerica Financial Advisors, Inc. | 17,579 | $298.3K | 0.03% | +95+0.5% | Added |
| Denali Advisors LLC | 17,371 | $294.8K | 0.03% | −182−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 17,307 | $293.7K | 0.00% | −379−2.1% | Reduced |
| Fiduciary Trust Co | 17,139 | $290.8K | 0.00% | −84−0.5% | Reduced |
| Savvy Advisors, Inc. | 17,044 | $289.2K | 0.01% | +5,851+52.3% | Added |
| Xponance, Inc. | 16,582 | $281.4K | 0.00% | +1,745+11.8% | Added |
| One Wealth Capital Management, LLC | 15,797 | $277.1K | 0.12% | −3,685−18.9% | Reduced |
| Mattson Financial Services, LLC | 16,170 | $274.4K | 0.07% | +16,170 | New |
| Sowell Financial Services LLC | 16,156 | $274.2K | 0.01% | −2,979−15.6% | Reduced |
| Perigon Wealth Management, LLC | 15,951 | $270.7K | 0.00% | +1,693+11.9% | Added |
| First Affirmative Financial Network | 15,648 | $265.6K | 0.10% | +15,648 | New |
| Buckingham Strategic Partners | 15,535 | $263.6K | 0.00% | +3,899+33.5% | Added |
| Dynamic Advisor Solutions LLC | 15,456 | $262.3K | 0.01% | +1,801+13.2% | Added |
| Apollon Wealth Management, LLC | 15,418 | $261.6K | 0.00% | +976+6.8% | Added |
| Capital Performance Advisors LLP | 15,362 | $260.7K | 0.02% | +2,762+21.9% | Added |
| Cozad Asset Management Inc | 15,342 | $260.4K | 0.02% | −2,905−15.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 15,336 | $260.3K | 0.00% | +1,430+10.3% | Added |
| Evoke Wealth, LLC | 15,321 | $260.0K | 0.00% | +2,429+18.8% | Added |
| Concurrent Investment Advisors, LLC | 15,277 | $259.2K | 0.00% | +1,390+10.0% | Added |
| Baker Tilly Wealth Management, LLC | 15,238 | $258.6K | 0.06% | +1,324+9.5% | Added |
| Brown Financial Advisors | 15,211 | $258.1K | 0.10% | +15,211 | New |
| CIBC Bancorp USA Inc. | 15,201 | $258.0K | 0.00% | +15,201 | New |
| Bingham Private Wealth, LLC | 15,180 | $257.6K | 0.20% | +2,028+15.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,088 | $256.0K | 0.00% | +555+3.8% | Added |
| TCG Advisory Services, LLC | 14,876 | $252.4K | 0.01% | +1,186+8.7% | Added |
| Canopy Partners, LLC | 14,867 | $252.3K | 0.09% | −291−1.9% | Reduced |
| SmartHarvest Portfolios, LLC | 14,391 | $244.2K | 0.10% | +519+3.7% | Added |
| Wrapmanager Inc | 14,161 | $240.3K | 0.08% | +2,113+17.5% | Added |
| Seven Mile Advisory | 14,118 | $239.6K | 0.17% | −219−1.5% | Reduced |
| Camden Capital, LLC | 14,044 | $238.3K | 0.02% | +68+0.5% | Added |
| Pensionmark Financial Group, LLC | 13,978 | $237.2K | 0.00% | +419+3.1% | Added |
| Sapient Capital LLC | 13,914 | $236.1K | 0.00% | −1,509−9.8% | Reduced |
| Xxi Wealth, LLC | 13,448 | $228.2K | 0.13% | +13,448 | New |
| U.S. Capital Wealth Advisors, LLC | 13,376 | $227.0K | 0.01% | −554−4.0% | Reduced |
| Crestwood Advisors Group LLC | 13,319 | $226.0K | 0.00% | +13,319 | New |
| Frank, Rimerman Advisors LLC | 13,172 | $223.5K | 0.01% | +1,396+11.9% | Added |
| Verus Capital Partners, LLC | 13,000 | $220.6K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,126 | $217.7K | 0.00% | +96+0.8% | Added |
| Horizon Investments, LLC | 12,804 | $217.3K | 0.00% | +7,613+146.7% | Added |
| Independent Solutions Wealth Management, LLC | 12,692 | $215.4K | 0.03% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 12,392 | $210.3K | 0.00% | −9,702−43.9% | Reduced |
| Millennium Management LLC | 12,266 | $208.2K | 0.00% | −99,657−89.0% | Reduced |
| Modern Wealth Management, LLC | 11,724 | $207.5K | 0.00% | +11,724 | New |
| Sunpointe, LLC | 12,204 | $207.1K | 0.07% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 12,024 | $204.0K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 12,022 | $204.0K | 0.01% | +1,426+13.5% | Added |
| Windward Capital Management Co | 12,013 | $203.9K | 0.02% | −6,465−35.0% | Reduced |
| Hilltop Holdings Inc. | 11,925 | $202.4K | 0.02% | −12,763−51.7% | Reduced |
| Diversified Trust Co | 11,856 | $201.2K | 0.00% | +1,173+11.0% | Added |
| Fifth Third Wealth Advisors LLC | 11,755 | $199.5K | 0.01% | −212−1.8% | Reduced |
| Fidelis Capital Partners, LLC | 11,710 | $198.7K | 0.01% | +1,156+11.0% | Added |
| Scotia Capital Inc. | 11,698 | $198.5K | 0.00% | +11,698 | New |
| Coastal Bridge Advisors, LLC | 11,692 | $198.4K | 0.01% | −1,987−14.5% | Reduced |
| Icon Wealth Advisors, LLC | 11,303 | $197.1K | 0.01% | −6,349−36.0% | Reduced |
| Keebeck Wealth Management, LLC | 11,547 | $196.0K | 0.02% | +11,547 | New |
| Ariadne Wealth Management, LP | 11,485 | $194.9K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,350 | $192.6K | 0.01% | −2,500−18.1% | Reduced |
| Eagle Bay Advisors LLC | 11,334 | $192.3K | 0.17% | +677+6.4% | Added |
| Seldon Capital LP | 11,273 | $191.3K | 0.07% | −223,293−95.2% | Reduced |
| Stephens Inc | 11,183 | $189.8K | 0.00% | −2,347−17.3% | Reduced |
| Wealthspire Advisors, LLC | 11,181 | $189.7K | 0.00% | +11,181 | New |
| Flatrock Wealth Partners LLC | 11,085 | $188.1K | 0.08% | +780+7.6% | Added |
| LVW Advisors, LLC | 11,076 | $188.0K | 0.02% | +11,076 | New |
| Walleye Trading LLC | 10,946 | $185.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10,945 | $185.7K | 0.01% | −22,651−67.4% | Reduced |
| Premier Path Wealth Partners, LLC | 10,830 | $183.8K | 0.02% | −174−1.6% | Reduced |
| Leo Wealth, LLC | 10,822 | $183.6K | 0.01% | +313+3.0% | Added |
| Wallace Advisory Group, LLC | 10,727 | $182.0K | 0.19% | +186+1.8% | Added |
| Wedbush Securities Inc | 10,731 | $182.0K | 0.01% | +300+2.9% | Added |
| Cary Street Partner Investment Advisory LLC | 10,676 | $181.2K | 0.05% | +406+4.0% | Added |
| Sepio Capital, LP | 10,554 | $179.1K | 0.01% | +10,554 | New |
| Campbell Deegan Wealth Management, LLC | 10,500 | $178.2K | 0.14% | +10,500 | New |
| Tocqueville Asset Management L.P. | 10,392 | $176.4K | 0.00% | −172−1.6% | Reduced |
| Soltis Investment Advisors LLC | 10,352 | $175.7K | 0.01% | +10,352 | New |
| Angeles Wealth Management, LLC | 10,331 | $175.3K | 0.01% | +10,331 | New |
| Amussen Hunsaker Associates LLC | 10,285 | $174.5K | 0.02% | +10,285 | New |
| Pure Financial Advisors, Inc. | 10,229 | $173.6K | 0.00% | +10,229 | New |
| Insigneo Advisory Services, LLC | 10,155 | $172.3K | 0.01% | −31−0.3% | Reduced |
| Advisory Services Network, LLC | 9,738 | $165.3K | 0.00% | −365−3.6% | Reduced |
| LRI Investments, LLC | 9,029 | $153.2K | 0.01% | −735−7.5% | Reduced |
| Huntington National Bank | 8,607 | $146.1K | 0.00% | −448−4.9% | Reduced |
| Owl Creek Wealth Partners LLC | 8,388 | $142.3K | 0.05% | +8,388 | New |
| Parkside Financial Bank & Trust | 7,443 | $126.3K | 0.01% | +535+7.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 7,439 | $126.2K | 0.03% | +7,439 | New |