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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 25,413 | $505.5K | 0.00% | −25,413−50.0% | Reduced |
| IHT Wealth Management, LLC | 25,606 | $509.3K | 0.01% | +1,814+7.6% | Added |
| Flow Traders U.S. LLC | 25,640 | $510.0K | 0.02% | +25,640 | New |
| 55 North Private Wealth, LLC | 26,685 | $530.8K | 0.10% | +8,944+50.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 26,746 | $532.0K | 0.05% | −740−2.7% | Reduced |
| Riversedge Advisors, LLC | 26,910 | $535.2K | 0.07% | +6,388+31.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,007 | $537.2K | 0.00% | +2,609+10.7% | Added |
| Third View Private Wealth, LLC | 27,027 | $537.6K | 0.07% | −6,585−19.6% | Reduced |
| Dynamic Advisor Solutions LLC | 27,115 | $539.3K | 0.02% | +11,659+75.4% | Added |
| Wedmont Private Capital | 25,222 | $546.1K | 0.01% | −3,773−13.0% | Reduced |
| Norden Group LLC | 28,189 | $560.7K | 0.05% | −10,047−26.3% | Reduced |
| Warren Averett Asset Management, LLC | 28,231 | $561.5K | 0.00% | −695−2.4% | Reduced |
| GTS Securities LLC | 28,329 | $563.5K | 0.01% | −18,969−40.1% | Reduced |
| Basecamp Wealth Advisors LLC | 28,371 | $564.3K | 0.11% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 28,583 | $568.5K | 0.31% | −1,720−5.7% | Reduced |
| Commerce Bank | 29,090 | $578.6K | 0.00% | −875−2.9% | Reduced |
| Merit Financial Group, LLC | 29,168 | $580.2K | 0.00% | +8,415+40.5% | Added |
| Swiss Life Asset Management Ltd | 29,310 | $583.0K | 0.00% | −2,561−8.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 29,790 | $592.5K | 0.20% | +29,790 | New |
| E Fund Management Co., Ltd. | 29,790 | $592.5K | 0.01% | +29,790 | New |
| Seeds Investor LLC | 29,947 | $595.6K | 0.06% | +1,005+3.5% | Added |
| Brookstone Capital Management | 30,358 | $603.8K | 0.01% | +30,358 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 30,425 | $605.2K | 0.00% | +30,425 | New |
| Entropy Technologies, LP | 30,537 | $607.4K | 0.02% | −29,482−49.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 31,016 | $616.9K | 0.02% | +1,836+6.3% | Added |
| Main Street Research LLC | 32,721 | $650.8K | 0.03% | +2,273+7.5% | Added |
| Cetera Trust Company, N.A | 33,020 | $656.8K | 0.33% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 33,376 | $663.8K | 0.19% | +17,579+111.3% | Added |
| MAI Capital Management | 33,403 | $668.8K | 0.00% | +14,801+79.6% | Added |
| Resonant Capital Advisors, LLC | 33,415 | $672.3K | 0.03% | +3,003+9.9% | Added |
| EverSource Wealth Advisors, LLC | 33,857 | $673.4K | 0.02% | −13,710−28.8% | Reduced |
| Syon Capital LLC | 33,982 | $675.9K | 0.03% | +2,212+7.0% | Added |
| State Street Corp | 34,020 | $687.4K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 34,728 | $700.3K | 0.00% | +2,453+7.6% | Added |
| Marks Group Wealth Management, Inc | 35,541 | $706.9K | 0.06% | −44,024−55.3% | Reduced |
| Xponance, Inc. | 35,644 | $709.0K | 0.00% | +19,062+115.0% | Added |
| Principal Securities, Inc. | 36,756 | $731.1K | 0.01% | −7,437−16.8% | Reduced |
| Valeo Financial Advisors, LLC | 37,187 | $739.6K | 0.02% | +5,006+15.6% | Added |
| Coldstream Capital Management Inc | 37,570 | $747.3K | 0.01% | +1,588+4.4% | Added |
| Sage Rhino Capital LLC | 37,641 | $748.7K | 0.12% | −350−0.9% | Reduced |
| Traveka Wealth, LLC | 37,939 | $754.6K | 0.25% | +91+0.2% | Added |
| Pinnacle Financial Partners, Inc. | 38,925 | $774.2K | 0.01% | −1,412−3.5% | Reduced |
| Oppenheimer & Co Inc | 39,519 | $786.0K | 0.01% | +39,519 | New |
| Bleakley Financial Group, LLC | 39,571 | $787.1K | 0.01% | +12,281+45.0% | Added |
| Anchyra Partners LLC | 39,695 | $789.5K | 0.19% | +2,015+5.3% | Added |
| Evolve Private Wealth, LLC | 39,807 | $791.8K | 0.05% | +1,816+4.8% | Added |
| Optas, LLC | 39,959 | $794.8K | 0.11% | +771+2.0% | Added |
| Bridgewater Advisors Inc. | 36,735 | $826.2K | 0.05% | +162+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 41,771 | $830.8K | 0.00% | −885−2.1% | Reduced |
| Cordatus Wealth Management LLC | 42,580 | $846.9K | 0.19% | +465+1.1% | Added |
| RNC Capital Management LLC | 42,830 | $851.9K | 0.04% | −12,740−22.9% | Reduced |
| West Family Investments, Inc. | 43,037 | $856.0K | 0.25% | +6,506+17.8% | Added |
| Five Oceans Advisors | 43,112 | $857.5K | 0.28% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 43,312 | $861.5K | 0.00% | −2,992−6.5% | Reduced |
| Pinnacle Associates Ltd | 44,166 | $878.5K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 45,688 | $908.7K | 0.04% | −79−0.2% | Reduced |
| Prospera Financial Services Inc | 46,090 | $916.7K | 0.01% | −4,021−8.0% | Reduced |
| Blair William & Co | 46,380 | $922.5K | 0.00% | +2,868+6.6% | Added |
| Rehmann Capital Advisory Group | 46,523 | $925.4K | 0.04% | −1,958−4.0% | Reduced |
| Frec Markets, Inc. | 46,947 | $933.8K | 0.08% | +9,043+23.9% | Added |
| Mission Wealth Management, LP | 47,053 | $935.9K | 0.01% | +7,060+17.7% | Added |
| Successful Portfolios LLC | 44,032 | $936.0K | 0.44% | 00.0% | Unchanged |
| DMG Group, LLC | 47,239 | $939.6K | 0.64% | −5,234−10.0% | Reduced |
| Burns Matteson Capital Management, LLC | 47,835 | $951.4K | 0.30% | −1,142−2.3% | Reduced |
| Atlas Capital Advisors LLC | 48,078 | $956.3K | 0.10% | +8,277+20.8% | Added |
| Henshaw Capital LLC | 48,563 | $965.9K | 0.03% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 48,834 | $971.3K | 0.05% | +4,893+11.1% | Added |
| Trust Point Inc. | 49,093 | $976.5K | 0.08% | +712+1.5% | Added |
| Themes Management Co LLC | 49,262 | $979.8K | 0.65% | −7,344−13.0% | Reduced |
| Fiera Capital Corp | 49,692 | $988.4K | 0.00% | +7,298+17.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50,000 | $994.5K | 0.01% | +50,000 | New |
| Sagespring Wealth Partners, LLC | 50,964 | $1.01M | 0.02% | +836+1.7% | Added |
| Summit Trail Advisors, LLC | 51,942 | $1.03M | 0.01% | −244−0.5% | Reduced |
| Louisbourg Investments Inc. | 52,032 | $1.03M | 0.19% | 00.0% | Unchanged |
| Assetmark, Inc | 52,322 | $1.04M | 0.00% | +541+1.0% | Added |
| Flputnam Investment Management Co | 52,367 | $1.04M | 0.01% | −9,574−15.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 52,854 | $1.05M | 0.08% | +2,013+4.0% | Added |
| Personal Cfo Solutions, LLC | 52,479 | $1.06M | 0.15% | −1,140−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 49,645 | $1.07M | 0.00% | +11,341+29.6% | Added |
| Storgate, LLC | 54,550 | $1.08M | 0.23% | +33,328+157.0% | Added |
| Susquehanna International Group, LLP | 54,840 | $1.09M | 0.00% | +27,393+99.8% | Added |
| InTrack Investment Management Inc | 55,301 | $1.10M | 0.55% | +14,132+34.3% | Added |
| Kathmere Capital Management, LLC | 55,562 | $1.11M | 0.06% | +10,199+22.5% | Added |
| Davenport & Co LLC | 56,382 | $1.12M | 0.01% | −54−0.1% | Reduced |
| Portside Wealth Group, LLC | 57,447 | $1.14M | 0.13% | −6,783−10.6% | Reduced |
| Franklin Resources Inc | 57,517 | $1.14M | 0.00% | −2,915−4.8% | Reduced |
| Venturi Wealth Management, LLC | 57,693 | $1.15M | 0.04% | +6,512+12.7% | Added |
| Limestone Investment Advisors LP | 59,213 | $1.18M | 0.59% | 00.0% | Unchanged |
| Wealth Alliance | 59,536 | $1.18M | 0.10% | −7,498−11.2% | Reduced |
| Beacon Pointe Advisors, LLC | 61,909 | $1.23M | 0.01% | −64,343−51.0% | Reduced |
| GWM Advisors LLC | 62,820 | $1.25M | 0.00% | −617−1.0% | Reduced |
| Ballast Advisors LLC | 63,069 | $1.25M | 0.30% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 63,273 | $1.26M | 0.02% | +88+0.1% | Added |
| Ewa, LLC | 64,047 | $1.27M | 0.23% | −1,747−2.7% | Reduced |
| Westwood Holdings Group Inc. | 65,701 | $1.31M | 0.01% | −42−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 66,298 | $1.32M | 0.08% | −698−1.0% | Reduced |
| Global Retirement Partners, LLC | 67,736 | $1.35M | 0.02% | +67,736 | New |
| Harbour Capital Advisors, LLC | 62,360 | $1.35M | 0.25% | +355+0.6% | Added |
| Versant Capital Management, Inc | 68,945 | $1.37M | 0.12% | −492−0.7% | Reduced |
| Abel Hall, LLC | 69,120 | $1.37M | 0.24% | +1,490+2.2% | Added |