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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 7,316 | $124.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 7,022 | $119.2K | 0.00% | +291+4.3% | Added |
| Rothschild Investment LLC | 6,906 | $117.2K | 0.01% | −1,296−15.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,386 | $108.4K | 0.00% | +70+1.1% | Added |
| Addison Advisors LLC | 5,522 | $93.7K | 0.02% | +22+0.4% | Added |
| Anfield Capital Management, LLC | 5,057 | $85.8K | 0.02% | +5,057 | New |
| Brown Brothers Harriman & Co | 4,795 | $81.4K | 0.00% | −8,384−63.6% | Reduced |
| True Wealth Design, LLC | 4,489 | $76.2K | 0.02% | +1,287+40.2% | Added |
| Solstein Capital, LLC | 4,380 | $74.3K | 0.03% | +4,380 | New |
| Salomon & Ludwin, LLC | 4,220 | $73.8K | 0.01% | −4−0.1% | Reduced |
| AlphaCore Capital LLC | 4,260 | $72.3K | 0.00% | −70,854−94.3% | Reduced |
| Community Bank, N.A. | 3,903 | $66.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 3,894 | $66.0K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,356 | $57.0K | 0.01% | +55+1.7% | Added |
| JFS Wealth Advisors, LLC | 3,348 | $56.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,086 | $52.4K | 0.00% | +114+3.8% | Added |
| TD Private Client Wealth LLC | 2,859 | $48.5K | 0.00% | +1,601+127.3% | Added |
| IFP Advisors, Inc | 2,774 | $47.1K | 0.00% | −27−1.0% | Reduced |
| Ancora Advisors, LLC | 2,693 | $45.7K | 0.00% | +1,343+99.5% | Added |
| Capital Analysts, LLC | 2,415 | $41.0K | 0.00% | −824−25.4% | Reduced |
| Financial Management Professionals, Inc. | 2,348 | $39.8K | 0.00% | −159−6.3% | Reduced |
| Larson Financial Group LLC | 2,346 | $39.8K | 0.00% | +949+67.9% | Added |
| Sound Income Strategies, LLC | 2,175 | $38.5K | 0.00% | −307−12.4% | Reduced |
| Boyd Watterson Asset Management LLC | 2,238 | $38.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,129 | $36.1K | 0.01% | +297+16.2% | Added |
| Essential Partners LLC | 2,079 | $35.3K | 0.01% | 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 |
| Westside Investment Management, Inc. | 1,846 | $32.3K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1,895 | $32.2K | 0.01% | +1,895 | New |
| NBC Securities, Inc. | 1,867 | $31.7K | 0.00% | +31+1.7% | Added |
| Highline Wealth Partners LLC | 1,862 | $31.6K | 0.01% | −11−0.6% | Reduced |
| Cornerstone Planning Group LLC | 1,737 | $30.9K | 0.00% | +122+7.6% | Added |
| Mather Group, LLC. | 1,800 | $30.5K | 0.00% | +1,800 | New |
| Whipplewood Advisors, LLC | 1,718 | $29.2K | 0.02% | +1,718 | New |
| Signature Equity Partners, LLC | 1,697 | $28.8K | 0.02% | +716+73.0% | Added |
| UMA Financial Services, Inc. | 1,657 | $28.1K | 0.00% | +28+1.7% | Added |
| Harbour Investments, Inc. | 1,531 | $25.9K | 0.00% | +527+52.5% | Added |
| Bell Investment Advisors, Inc | 1,498 | $25.4K | 0.00% | +325+27.7% | Added |
| Wellington Grp LLC | 1,425 | $24.2K | 0.01% | +1,425 | New |
| Grove Bank & Trust | 1,365 | $23.2K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,354 | $23.0K | 0.00% | +1,354 | New |
| SJS Investment Consulting Inc. | 1,346 | $22.8K | 0.00% | +166+14.1% | Added |
| Innovative Asset Advisors Group, LLC | 1,283 | $21.8K | 0.01% | +1,283 | New |
| Triumph Capital Management | 1,271 | $21.6K | 0.00% | +402+46.3% | Added |
| Creative Financial Designs Inc | 1,224 | $20.8K | 0.00% | +333+37.4% | Added |
| TD Capital Management LLC | 1,212 | $20.6K | 0.00% | +327+36.9% | Added |
| Asset Dedication, LLC | 1,205 | $20.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,158 | $20.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,162 | $19.7K | 0.00% | +1,100+1,774.2% | Added |
| AdvisorNet Financial, Inc | 1,096 | $18.6K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,067 | $18.1K | 0.00% | +737+223.3% | Added |
| Oakworth Capital, Inc. | 1,066 | $18.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 994 | $17.6K | 0.00% | +520+109.7% | Added |
| NBT Bank N A | 1,030 | $17.5K | 0.00% | +1,030 | New |
| ORG Wealth Partners, LLC | 1,004 | $17.0K | 0.00% | +501+99.6% | Added |
| Cornerstone Financial Management LLC | 950 | $16.1K | 0.01% | +278+41.4% | Added |
| Umb Bank N A | 867 | $14.7K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 845 | $14.3K | 0.01% | +225+36.3% | Added |
| Cassaday & Co Wealth Management LLC | 796 | $13.5K | 0.00% | +796 | New |
| SHP Wealth Management | 794 | $13.5K | 0.00% | +133+20.1% | Added |
| Salem Investment Counselors Inc | 787 | $13.4K | 0.00% | +787 | New |
| Bare Financial Services, Inc | 777 | $13.2K | 0.00% | +138+21.6% | Added |
| Arlington Trust Co LLC | 771 | $13.1K | 0.00% | +771 | New |
| Ramirez Asset Management, Inc. | 751 | $13.0K | 0.00% | −472,031−99.8% | Reduced |
| Retirement Wealth Solutions LLC | 763 | $12.9K | 0.01% | −12−1.5% | Reduced |
| Dunhill Financial, LLC | 755 | $12.8K | 0.00% | −1−0.1% | Reduced |
| CoreCap Advisors, LLC | 745 | $12.7K | 0.00% | −1−0.1% | Reduced |
| Park Place Capital Corp | 741 | $12.6K | 0.00% | −53−6.7% | Reduced |
| Atlantic Union Bankshares Corp | 726 | $12.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 681 | $11.6K | 0.00% | +223+48.7% | Added |
| Glass Jacobson Investment Advisors llc | 650 | $11.0K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 641 | $10.5K | 0.00% | −106−14.2% | Reduced |
| Bruce G. Allen Investments, LLC | 611 | $10.4K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 599 | $10.2K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 578 | $9.81K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 554 | $9.40K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 549 | $9.32K | 0.00% | +549 | New |
| CNB Bank | 535 | $9.08K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 534 | $9.06K | 0.00% | +534 | New |
| Kingdom Financial Group LLC. | 534 | $9.06K | 0.00% | +534 | New |
| North Star Investment Management Corp. | 493 | $8.37K | 0.00% | +98+24.8% | Added |
| Independence Bank of Kentucky | 480 | $8.15K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 475 | $8.06K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 465 | $7.89K | 0.00% | +426+1,092.3% | Added |
| Intentional Wealth Strategies, LLC | 461 | $7.82K | 0.01% | +461 | New |
| Sunbelt Securities, Inc. | 459 | $7.79K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 456 | $7.74K | 0.00% | +456 | New |
| Bangor Savings Bank | 429 | $7.28K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 420 | $7.13K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 385 | $7.00K | 0.00% | +385 | New |
| MV Capital Management, Inc. | 400 | $6.79K | 0.00% | +273+215.0% | Added |
| Berbice Capital Management LLC | 400 | $6.79K | 0.00% | +400 | New |
| Benson Wealth Management INC | 371 | $6.30K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 368 | $6.25K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 339 | $5.75K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 327 | $5.55K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 303 | $5.14K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 302 | $5.13K | 0.00% | +302 | New |
| IMA Wealth, Inc. | 290 | $4.92K | 0.00% | −12−4.0% | Reduced |