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, Q2 2026
Institutional positions in Mitsubishi Ufj Financial Group Inc as of Jun 30, 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
- 575
- +45 vs. Q1 2026
- Shares held
- 338.6M
- +541.6K (+0.2%) vs. Q1 2026
- Total value
- $6.74B
- +$1.00B (+17.5%) vs. Q1 2026
- New holders
- 87
- 236 more added
- Sold out
- 42
- 166 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Mitsubishi Ufj Financial Group Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rossby Financial, LCC | 939 | $18.7K | 0.00% | −55−5.5% | Reduced |
| ORG Wealth Partners, LLC | 1,004 | $20.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 1,028 | $20.4K | 0.00% | +1,028 | New |
| NBT Bank N A | 1,030 | $20.5K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,037 | $20.6K | 0.00% | +1,037 | New |
| Silver Grove Financial Group, Inc. | 1,060 | $21.1K | 0.01% | +1,060 | New |
| Oakworth Capital, Inc. | 1,066 | $21.2K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,107 | $22.0K | 0.00% | +1,107 | New |
| Retirement Wealth Solutions LLC | 1,109 | $22.1K | 0.01% | +346+45.3% | Added |
| Financial Consulate, Inc | 1,140 | $22.7K | 0.00% | +73+6.8% | Added |
| Bartlett & Co. Wealth Management LLC | 1,158 | $23.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,180 | $23.5K | 0.00% | +945+402.1% | Added |
| Asset Dedication, LLC | 1,205 | $24.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,212 | $24.1K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,263 | $25.1K | 0.01% | +1,115+753.4% | Added |
| ZRC Wealth Management, LLC | 1,269 | $25.2K | 0.01% | +1,269 | New |
| Cornerstone Financial Management LLC | 1,278 | $25.4K | 0.02% | +328+34.5% | Added |
| Triumph Capital Management | 1,288 | $25.6K | 0.00% | +17+1.3% | Added |
| Key Financial Inc | 1,300 | $25.9K | 0.00% | −829−38.9% | Reduced |
| Addison Advisors LLC | 1,323 | $26.3K | 0.01% | −4,199−76.0% | Reduced |
| SHP Wealth Management | 1,373 | $27.3K | 0.00% | +579+72.9% | Added |
| Grove Bank & Trust | 1,437 | $28.6K | 0.00% | +72+5.3% | Added |
| JPL Wealth Management, LLC | 1,472 | $29.3K | 0.01% | −423−22.3% | Reduced |
| Bell Investment Advisors, Inc | 1,543 | $30.7K | 0.00% | +45+3.0% | Added |
| Bare Financial Services, Inc | 1,561 | $31.0K | 0.01% | +784+100.9% | Added |
| Signature Equity Partners, LLC | 1,638 | $32.6K | 0.01% | −59−3.5% | Reduced |
| IMA Wealth, Inc. | 1,651 | $32.8K | 0.00% | +1,361+469.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,692 | $33.7K | 0.00% | +530+45.6% | Added |
| Harbour Investments, Inc. | 1,753 | $34.9K | 0.00% | +222+14.5% | Added |
| Westside Investment Management, Inc. | 1,846 | $36.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,847 | $36.7K | 0.01% | −15−0.8% | Reduced |
| NBC Securities, Inc. | 1,866 | $37.1K | 0.00% | −1−0.1% | Reduced |
| UMA Financial Services, Inc. | 1,878 | $37.4K | 0.00% | +221+13.3% | Added |
| Financial Management Professionals, Inc. | 2,018 | $40.7K | 0.00% | −330−14.1% | Reduced |
| Cornerstone Planning Group LLC | 1,876 | $42.0K | 0.01% | +139+8.0% | Added |
| Capital Analysts, LLC | 2,165 | $43.0K | 0.00% | −250−10.4% | Reduced |
| Boyd Watterson Asset Management LLC | 2,238 | $44.5K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 2,300 | $45.7K | 0.02% | +221+10.6% | Added |
| SJS Investment Consulting Inc. | 2,395 | $47.6K | 0.01% | +1,049+77.9% | Added |
| Mather Group, LLC. | 2,573 | $51.2K | 0.00% | +773+42.9% | Added |
| IFP Advisors, Inc | 2,629 | $52.3K | 0.00% | −145−5.2% | Reduced |
| Accent Capital Management, LLC | 2,650 | $52.7K | 0.02% | +2,650 | New |
| Custom Index Systems, LLC | 2,792 | $55.5K | 0.02% | +2,792 | New |
| Private Trust Co NA | 2,948 | $58.6K | 0.00% | −138−4.5% | Reduced |
| Larson Financial Group LLC | 3,191 | $63.5K | 0.00% | +845+36.0% | Added |
| JFS Wealth Advisors, LLC | 3,348 | $66.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,903 | $77.6K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 3,954 | $79.0K | 0.06% | +60+1.5% | Added |
| Rosenberg Matthew Hamilton | 4,208 | $83.7K | 0.02% | +3,654+659.6% | Added |
| First Command Advisory Services, Inc. | 4,272 | $85.0K | 0.00% | +4,207+6,472.3% | Added |
| Solstein Capital, LLC | 4,380 | $87.1K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,458 | $88.7K | 0.00% | +1,599+55.9% | Added |
| Global X Japan Co., Ltd. | 4,746 | $94.4K | 0.00% | +4,746 | New |
| True Wealth Design, LLC | 4,885 | $97.2K | 0.02% | +396+8.8% | Added |
| Horizon Investments, LLC | 4,987 | $99.2K | 0.00% | −7,817−61.1% | Reduced |
| City Holding Co | 5,000 | $99.4K | 0.01% | +5,000 | New |
| Salomon & Ludwin, LLC | 6,603 | $133.8K | 0.01% | +2,383+56.5% | Added |
| Golden State Wealth Management, LLC | 7,316 | $145.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 7,325 | $147.5K | 0.00% | +303+4.3% | Added |
| Parkside Financial Bank & Trust | 8,017 | $159.5K | 0.01% | +574+7.7% | Added |
| Rothschild Investment LLC | 8,141 | $161.9K | 0.01% | +1,235+17.9% | Added |
| Owl Creek Wealth Partners LLC | 8,388 | $166.8K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 9,013 | $179.3K | 0.00% | +406+4.7% | Added |
| LRI Investments, LLC | 9,676 | $192.5K | 0.02% | +647+7.2% | Added |
| Inscription Capital, LLC | 10,010 | $199.1K | 0.02% | +10,010 | New |
| Wallace Advisory Group, LLC | 10,081 | $200.5K | 0.19% | −646−6.0% | Reduced |
| Miracle Mile Advisors, LLC | 10,081 | $200.5K | 0.00% | +10,081 | New |
| Premier Path Wealth Partners, LLC | 10,106 | $201.0K | 0.02% | −724−6.7% | Reduced |
| Stratos Wealth Partners, LTD. | 10,204 | $203.0K | 0.00% | +10,204 | New |
| Aspiriant, LLC | 10,230 | $203.5K | 0.01% | +10,230 | New |
| NewSquare Capital LLC | 10,230 | $203.5K | 0.02% | +10,230 | New |
| Enterprise Financial Services Corp | 10,254 | $204.0K | 0.08% | +10,254 | New |
| Amussen Hunsaker Associates LLC | 10,285 | $204.6K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 10,292 | $204.7K | 0.00% | −1,432−12.2% | Reduced |
| Convergence Financial, LLC | 10,359 | $206.0K | 0.02% | +10,359 | New |
| HSBC Holdings PLC | 10,383 | $206.5K | 0.00% | +10,383 | New |
| Tocqueville Asset Management L.P. | 10,392 | $206.7K | 0.00% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 10,500 | $208.8K | 0.15% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 10,624 | $211.3K | 0.02% | +10,624 | New |
| Twin Peaks Wealth Advisors, LLC | 10,637 | $211.6K | 0.05% | +3,198+43.0% | Added |
| Angeles Wealth Management, LLC | 10,557 | $212.6K | 0.01% | +226+2.2% | Added |
| RiverFront Investment Group, LLC | 10,743 | $213.7K | 0.00% | +10,743 | New |
| Walleye Trading LLC | 10,946 | $217.7K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 11,055 | $219.9K | 0.00% | +11,055 | New |
| Csenge Advisory Group | 11,284 | $224.4K | 0.01% | +11,284 | New |
| Ariadne Wealth Management, LP | 11,337 | $225.5K | 0.10% | −148−1.3% | Reduced |
| Flatrock Wealth Partners LLC | 11,210 | $226.7K | 0.09% | +125+1.1% | Added |
| Camden Capital, LLC | 11,436 | $227.5K | 0.01% | −2,608−18.6% | Reduced |
| Mayflower Financial Advisors, LLC | 11,437 | $227.5K | 0.02% | +11,437 | New |
| Soltis Investment Advisors LLC | 11,457 | $227.9K | 0.01% | +1,105+10.7% | Added |
| Scotia Capital Inc. | 11,459 | $227.9K | 0.00% | −239−2.0% | Reduced |
| Sepio Capital, LP | 11,470 | $228.1K | 0.01% | +916+8.7% | Added |
| Verus Capital Partners, LLC | 11,500 | $228.7K | 0.01% | −1,500−11.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,664 | $232.0K | 0.05% | +988+9.3% | Added |
| Wedbush Securities Inc | 11,792 | $235.0K | 0.01% | +1,061+9.9% | Added |
| Windward Capital Management Co | 11,817 | $235.0K | 0.02% | −196−1.6% | Reduced |
| Brandes Investment Partners, LP | 11,894 | $236.6K | 0.00% | −498−4.0% | Reduced |
| Hilltop Holdings Inc. | 11,925 | $237.2K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 11,954 | $237.8K | 0.00% | +98+0.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 12,024 | $239.2K | 0.01% | 00.0% | Unchanged |