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 |
|---|---|---|---|---|---|
| Facet Wealth, Inc. | 12,029 | $239.3K | 0.00% | +12,029 | New |
| Pensionmark Financial Group, LLC | 13,580 | $240.1K | 0.00% | −398−2.8% | Reduced |
| Advisory Services Network, LLC | 12,083 | $240.3K | 0.00% | +2,345+24.1% | Added |
| Baker Tilly Wealth Management, LLC | 12,152 | $241.7K | 0.05% | −3,086−20.3% | Reduced |
| Range Advisory, LLC | 12,160 | $241.9K | 0.03% | +12,160 | New |
| Sunpointe, LLC | 12,204 | $242.7K | 0.07% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 12,212 | $242.9K | 0.02% | +520+4.4% | Added |
| Fifth Third Wealth Advisors LLC | 12,592 | $250.5K | 0.01% | +837+7.1% | Added |
| Eagle Bay Advisors LLC | 12,504 | $251.9K | 0.19% | +1,170+10.3% | Added |
| Independent Solutions Wealth Management, LLC | 12,692 | $252.4K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 12,753 | $253.7K | 0.01% | +12,753 | New |
| Ascent Group, LLC | 12,836 | $255.3K | 0.01% | +814+6.8% | Added |
| Palladiem, LLC | 12,918 | $256.9K | 0.25% | −4,280−24.9% | Reduced |
| Frank, Rimerman Advisors LLC | 12,958 | $257.7K | 0.01% | −214−1.6% | Reduced |
| Stonebrook Private Inc. | 13,006 | $258.7K | 0.05% | +13,006 | New |
| Cidel Asset Management Inc | 13,323 | $265.0K | 0.01% | +13,323 | New |
| Wrapmanager Inc | 13,364 | $265.8K | 0.08% | −797−5.6% | Reduced |
| Fidelis Capital Partners, LLC | 13,371 | $265.9K | 0.02% | +1,661+14.2% | Added |
| Sapient Capital LLC | 13,914 | $280.3K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 14,133 | $281.1K | 0.02% | +2,830+25.0% | Added |
| Seven Mile Advisory | 14,154 | $281.5K | 0.19% | +36+0.3% | Added |
| Denali Advisors LLC | 14,187 | $282.2K | 0.03% | −3,184−18.3% | Reduced |
| Abundance Wealth Counselors | 14,642 | $291.2K | 0.02% | +14,642 | New |
| Dynamic Technology Lab Private Ltd | 14,729 | $293.0K | 0.07% | +14,729 | New |
| Brown Brothers Harriman & Co | 14,878 | $295.9K | 0.00% | +10,083+210.3% | Added |
| Fiduciary Trust Co | 14,997 | $298.3K | 0.00% | −2,142−12.5% | Reduced |
| HBK Sorce Advisory LLC | 13,307 | $298.3K | 0.01% | +1,181+9.7% | Added |
| Xxi Wealth, LLC | 15,018 | $298.7K | 0.14% | +1,570+11.7% | Added |
| Brown Financial Advisors | 15,124 | $300.8K | 0.11% | −87−0.6% | Reduced |
| OpenArc Corporate Advisory, LLC | 15,187 | $302.1K | 0.00% | −149−1.0% | Reduced |
| SmartHarvest Portfolios, LLC | 15,339 | $305.1K | 0.10% | +948+6.6% | Added |
| Apollon Wealth Management, LLC | 15,504 | $308.4K | 0.00% | +86+0.6% | Added |
| Pure Financial Advisors, Inc. | 15,713 | $312.5K | 0.00% | +5,484+53.6% | Added |
| Prosperity Consulting Group, LLC | 15,788 | $314.0K | 0.01% | +15,788 | New |
| Canopy Partners, LLC | 15,989 | $318.0K | 0.10% | +1,122+7.5% | Added |
| Livet Wealth, LLC | 16,148 | $321.2K | 0.19% | −2,149−11.7% | Reduced |
| Cozad Asset Management Inc | 16,227 | $322.8K | 0.02% | +885+5.8% | Added |
| LVW Advisors, LLC | 16,389 | $326.0K | 0.03% | +5,313+48.0% | Added |
| Bingham Private Wealth, LLC | 16,407 | $326.3K | 0.22% | +1,227+8.1% | Added |
| Cresset Asset Management, LLC | 16,819 | $339.1K | 0.00% | −14,200−45.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 17,068 | $339.5K | 0.05% | +17,015+32,103.8% | Added |
| Athena Wealth Management, LLC | 17,340 | $344.9K | 0.26% | +17,340 | New |
| Moody National Bank Trust Division | 17,351 | $345.1K | 0.03% | −1,430−7.6% | Reduced |
| Keebeck Wealth Management, LLC | 17,399 | $347.8K | 0.03% | +5,852+50.7% | Added |
| Kingsview Wealth Management, LLC | 17,512 | $348.3K | 0.00% | +205+1.2% | Added |
| Transamerica Financial Advisors, Inc. | 17,593 | $349.9K | 0.03% | +14+0.1% | Added |
| Everpar Advisors LLC | 17,644 | $350.9K | 0.10% | −1,403−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,740 | $353.0K | 0.00% | +2,652+17.6% | Added |
| Sowell Financial Services LLC | 17,830 | $354.6K | 0.01% | +1,674+10.4% | Added |
| Perigon Wealth Management, LLC | 17,832 | $354.7K | 0.01% | +1,881+11.8% | Added |
| 180 Wealth Advisors, LLC | 18,181 | $361.6K | 0.04% | −1,039−5.4% | Reduced |
| Old National Bancorp | 18,201 | $362.0K | 0.01% | −308−1.7% | Reduced |
| Mattson Financial Services, LLC | 16,404 | $363.0K | 0.08% | +234+1.4% | Added |
| Te Ahumairangi Investment Management Ltd | 18,454 | $367.1K | 0.06% | −7,220−28.1% | Reduced |
| Crestwood Advisors Group LLC | 18,483 | $367.6K | 0.01% | +5,164+38.8% | Added |
| Virtu Financial LLC | 18,502 | $368.0K | 0.01% | +18,502 | New |
| Knights of Columbus Asset Advisors LLC | 18,852 | $375.0K | 0.02% | −10,142−35.0% | Reduced |
| CIBC Bancorp USA Inc. | 19,048 | $378.9K | 0.00% | +3,847+25.3% | Added |
| Allworth Financial LP | 19,129 | $380.5K | 0.00% | −1,866−8.9% | Reduced |
| Snowden Capital Advisors LLC | 19,155 | $381.0K | 0.01% | +693+3.8% | Added |
| Alta Capital Management LLC | 19,310 | $384.1K | 0.03% | −298−1.5% | Reduced |
| NewEdge Wealth, LLC | 19,465 | $387.2K | 0.00% | +1,618+9.1% | Added |
| Buckingham Strategic Partners | 19,637 | $390.6K | 0.00% | +4,102+26.4% | Added |
| Choate Investment Advisors | 19,666 | $391.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19,782 | $393.5K | 0.00% | +13,396+209.8% | Added |
| Thrivent Financial for Lutherans | 19,944 | $398.0K | 0.00% | −594−2.9% | Reduced |
| Legacy Wealth Partners, LLC | 20,154 | $400.9K | 0.09% | 00.0% | Unchanged |
| Foster Group, Inc. | 20,235 | $402.5K | 0.01% | +2,647+15.1% | Added |
| Yousif Capital Management, LLC | 20,352 | $404.8K | 0.00% | −80,318−79.8% | Reduced |
| Brighton Jones LLC | 21,136 | $420.4K | 0.01% | −217−1.0% | Reduced |
| TCG Advisory Services, LLC | 21,409 | $425.8K | 0.01% | +6,533+43.9% | Added |
| Simplex Trading, LLC | 21,438 | $426.4K | 0.01% | +21,438 | New |
| Two Sigma Investments, LP | 21,600 | $429.6K | 0.00% | −3,600−14.3% | Reduced |
| Kestra Advisory Services, LLC | 21,804 | $433.7K | 0.00% | +89+0.4% | Added |
| Savvy Advisors, Inc. | 22,175 | $441.1K | 0.01% | +5,131+30.1% | Added |
| Ashton Thomas Private Wealth, LLC | 22,283 | $443.2K | 0.01% | +1,899+9.3% | Added |
| New York State Common Retirement Fund | 22,367 | $444.9K | 0.00% | −8,743−28.1% | Reduced |
| Concurrent Investment Advisors, LLC | 22,534 | $448.2K | 0.00% | +7,257+47.5% | Added |
| We Are One Seven, LLC | 22,723 | $452.0K | 0.01% | +693+3.1% | Added |
| EntryPoint Capital, LLC | 23,031 | $458.1K | 0.11% | +23,031 | New |
| AlTi Global, Inc. | 23,091 | $459.4K | 0.01% | +220+1.0% | Added |
| Walkner Condon Financial Advisors LLC | 23,184 | $461.1K | 0.05% | +1,506+6.9% | Added |
| Vestmark Advisory Solutions, Inc. | 23,422 | $465.9K | 0.00% | −1,568−6.3% | Reduced |
| Resources Investment Advisors, LLC. | 23,546 | $468.3K | 0.00% | −3,609−13.3% | Reduced |
| Ronald Blue Trust, Inc. | 23,606 | $469.5K | 0.00% | +675+2.9% | Added |
| EP Wealth Advisors, LLC | 23,618 | $469.8K | 0.00% | +1,614+7.3% | Added |
| Blueshift Asset Management, LLC | 23,630 | $470.0K | 0.11% | +23,630 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,938 | $476.1K | 0.01% | +211+0.9% | Added |
| Independent Advisor Alliance | 24,049 | $478.3K | 0.01% | +1,238+5.4% | Added |
| J.Safra Asset Management Corp | 24,104 | $479.4K | 0.02% | +1,678+7.5% | Added |
| Cromwell Holdings LLC | 24,134 | $480.0K | 0.22% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 24,330 | $484.0K | 0.11% | −4,000−14.1% | Reduced |
| Hardy Reed LLC | 24,400 | $485.3K | 0.03% | −564−2.3% | Reduced |
| PDS Planning, Inc | 24,756 | $492.4K | 0.03% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 24,809 | $493.5K | 0.04% | +6,558+35.9% | Added |
| Mount Yale Investment Advisors, LLC | 24,754 | $499.6K | 0.01% | −1,375−5.3% | Reduced |
| Gallacher Capital Management LLC | 25,262 | $502.5K | 0.28% | −14,399−36.3% | Reduced |
| May Hill Capital, LLC | 25,283 | $502.9K | 0.11% | +2,903+13.0% | Added |
| Sym Financial Corp | 25,296 | $503.1K | 0.04% | +2,508+11.0% | Added |
| Alphadyne Asset Management LP | 25,312 | $503.5K | 0.02% | +25,312 | New |