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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 228,544 | $4.55M | 0.08% | +48,652+27.0% | Added |
| Park Avenue Securities LLC | 206,495 | $4.11M | 0.03% | +21,019+11.3% | Added |
| Atomi Financial Group, Inc. | 205,851 | $4.09M | 0.11% | +21,706+11.8% | Added |
| Sanctuary Advisors, LLC | 203,085 | $4.04M | 0.02% | +6,787+3.5% | Added |
| Ieq Capital, LLC | 203,057 | $4.04M | 0.02% | +27,227+15.5% | Added |
| Toronto Dominion Bank | 199,997 | $3.98M | 0.01% | −3,253,546−94.2% | Reduced |
| Laird Norton Trust Company, LLC | 196,889 | $3.98M | 0.08% | +562+0.3% | Added |
| Hohimer Wealth Management, LLC | 193,699 | $3.85M | 0.40% | +193,699 | New |
| Commonwealth Equity Services, LLC | 183,644 | $3.65M | 0.00% | −10,350−5.3% | Reduced |
| CAPROCK Group, Inc. | 174,565 | $3.53M | 0.07% | +4,327+2.5% | Added |
| Mitchell Capital Management Co | 176,188 | $3.50M | 0.53% | +164+0.1% | Added |
| Altman Advisors, Inc. | 176,171 | $3.50M | 1.26% | −1,029−0.6% | Reduced |
| Bank of Montreal | 172,564 | $3.43M | 0.00% | −77,202−30.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 165,186 | $3.29M | 0.01% | +25,154+18.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 163,549 | $3.25M | 0.00% | +12,443+8.2% | Added |
| Myriad Asset Management Advisors LLC | 161,926 | $3.22M | 0.76% | +161,926 | New |
| CI Private Wealth, LLC | 161,200 | $3.21M | 0.00% | −3,032−1.8% | Reduced |
| JCIC Asset Management Inc. | 186,469 | $3.16M | 0.97% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 158,993 | $3.16M | 0.04% | −843−0.5% | Reduced |
| Dorsey Wright & Associates | 157,134 | $3.13M | 0.53% | −65,896−29.5% | Reduced |
| Fulcrum Wealth Advisors, LLC | 154,380 | $3.07M | 2.35% | −3,281−2.1% | Reduced |
| Keybank National Association | 152,605 | $3.04M | 0.01% | +33,210+27.8% | Added |
| Ethic Inc. | 151,087 | $3.01M | 0.04% | +23,540+18.5% | Added |
| Aaron Wealth Advisors | 150,101 | $2.99M | 0.15% | +10,567+7.6% | Added |
| Benjamin Edwards Inc | 148,216 | $2.95M | 0.03% | +3,041+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 137,439 | $2.84M | 0.00% | +15,246+12.5% | Added |
| Legacy Wealth Asset Management, LLC | 138,018 | $2.75M | 0.60% | −884−0.6% | Reduced |
| Jain Global LLC | 132,426 | $2.63M | 0.03% | +55,500+72.1% | Added |
| Captrust Financial Advisors | 131,409 | $2.61M | 0.00% | −186,559−58.7% | Reduced |
| BTC Capital Management, Inc. | 131,341 | $2.61M | 0.16% | +4,973+3.9% | Added |
| Hantz Financial Services, Inc. | 127,789 | $2.54M | 0.03% | +15,855+14.2% | Added |
| Engineers Gate Manager LP | 125,914 | $2.50M | 0.03% | +66,715+112.7% | Added |
| United Capital Financial Advisers, LLC | 119,506 | $2.38M | 0.01% | +6,528+5.8% | Added |
| Advisor Group Holdings, Inc. | 117,614 | $2.34M | 0.00% | +8,845+8.1% | Added |
| Intrust Bank NA | 116,093 | $2.31M | 0.17% | +412+0.4% | Added |
| Oppenheimer Asset Management Inc. | 114,714 | $2.28M | 0.02% | −24,011−17.3% | Reduced |
| Nations Financial Group Inc, | 114,162 | $2.27M | 0.11% | −21,578−15.9% | Reduced |
| Bailard, Inc. | 112,061 | $2.23M | 0.05% | +2,936+2.7% | Added |
| Sivia Capital Partners, LLC | 112,019 | $2.23M | 0.27% | +48,091+75.2% | Added |
| Walleye Capital LLC | 111,745 | $2.22M | 0.01% | +111,745 | New |
| RSM US Wealth Management LLC | 108,050 | $2.15M | 0.02% | +7,651+7.6% | Added |
| Confluence Investment Management LLC | 106,721 | $2.12M | 0.03% | −4,711−4.2% | Reduced |
| SRS Capital Advisors, Inc. | 106,208 | $2.11M | 0.01% | +95,263+870.4% | Added |
| Qtron Investments LLC | 104,805 | $2.08M | 0.28% | −49,433−32.0% | Reduced |
| Janney Montgomery Scott LLC | 102,889 | $2.05M | 0.00% | −2,893−2.7% | Reduced |
| Smartleaf Asset Management LLC | 100,440 | $2.01M | 0.07% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 98,845 | $1.97M | 0.89% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 98,633 | $1.96M | 0.02% | −1,939−1.9% | Reduced |
| Greenleaf Trust | 96,029 | $1.91M | 0.02% | −2,793−2.8% | Reduced |
| Barometer Capital Management Inc. | 95,000 | $1.89M | 0.53% | +6,300+7.1% | Added |
| AdvisorShares Investments LLC | 94,296 | $1.88M | 0.23% | −7,533−7.4% | Reduced |
| Catalytic Wealth RIA, LLC | 93,174 | $1.85M | 0.11% | +12,086+14.9% | Added |
| Federated Hermes, Inc. | 93,042 | $1.85M | 0.00% | −14,741−13.7% | Reduced |
| Guardian Capital LP | 91,177 | $1.81M | 0.04% | +48+0.1% | Added |
| HB Wealth Management, LLC | 90,600 | $1.80M | 0.01% | +2,925+3.3% | Added |
| Ballentine Partners, LLC | 88,535 | $1.76M | 0.02% | +7,276+9.0% | Added |
| Prime Capital Investment Advisors, LLC | 86,156 | $1.71M | 0.02% | −4,127−4.6% | Reduced |
| Lockheed Martin Investment Management Co | 84,570 | $1.68M | 0.07% | 00.0% | Unchanged |
| Hancock Whitney Corp | 83,422 | $1.66M | 0.03% | −951−1.1% | Reduced |
| Trexquant Investment LP | 82,613 | $1.64M | 0.01% | +13,656+19.8% | Added |
| Alliancebernstein L.P. | 95,877 | $1.63M | 0.00% | +12,546+15.1% | Added |
| Hudson Bay Capital Management LP | 81,321 | $1.62M | 0.01% | +81,321 | New |
| Y-Intercept (Hong Kong) Ltd | 80,948 | $1.61M | 0.03% | +22,580+38.7% | Added |
| Sequoia Financial Advisors, LLC | 80,661 | $1.60M | 0.01% | −51,670−39.0% | Reduced |
| Advisors Asset Management, Inc. | 79,776 | $1.59M | 0.02% | +2,108+2.7% | Added |
| Fifth Third Bancorp | 78,032 | $1.55M | 0.00% | −5,156−6.2% | Reduced |
| Voleon Capital Management LP | 77,971 | $1.55M | 0.03% | +77,971 | New |
| Highland Capital Management, LLC | 76,900 | $1.53M | 0.07% | +100+0.1% | Added |
| GeoWealth Management, LLC | 76,319 | $1.52M | 0.05% | +9,591+14.4% | Added |
| Abn Amro Investment Solutions | 75,200 | $1.50M | 0.01% | −39,600−34.5% | Reduced |
| Dynasty Wealth Management, LLC | 74,982 | $1.49M | 0.01% | +14,953+24.9% | Added |
| CIBC Asset Management Inc | 74,134 | $1.47M | 0.00% | −1,290−1.7% | Reduced |
| Calamos Wealth Management LLC | 71,435 | $1.42M | 0.04% | −6,276−8.1% | Reduced |
| Integrated Wealth Concepts LLC | 71,151 | $1.42M | 0.01% | +1,689+2.4% | Added |
| GAMMA Investing LLC | 71,040 | $1.41M | 0.05% | +9,809+16.0% | Added |
| Abel Hall, LLC | 69,120 | $1.37M | 0.24% | +1,490+2.2% | Added |
| Versant Capital Management, Inc | 68,945 | $1.37M | 0.12% | −492−0.7% | Reduced |
| Harbour Capital Advisors, LLC | 62,360 | $1.35M | 0.25% | +355+0.6% | Added |
| Global Retirement Partners, LLC | 67,736 | $1.35M | 0.02% | +67,736 | New |
| Checchi Capital Advisers, LLC | 66,298 | $1.32M | 0.08% | −698−1.0% | Reduced |
| Westwood Holdings Group Inc. | 65,701 | $1.31M | 0.01% | −42−0.1% | Reduced |
| Ewa, LLC | 64,047 | $1.27M | 0.23% | −1,747−2.7% | Reduced |
| Parallel Advisors, LLC | 63,273 | $1.26M | 0.02% | +88+0.1% | Added |
| Ballast Advisors LLC | 63,069 | $1.25M | 0.30% | 00.0% | Unchanged |
| GWM Advisors LLC | 62,820 | $1.25M | 0.00% | −617−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 61,909 | $1.23M | 0.01% | −64,343−51.0% | Reduced |
| Wealth Alliance | 59,536 | $1.18M | 0.10% | −7,498−11.2% | Reduced |
| Limestone Investment Advisors LP | 59,213 | $1.18M | 0.59% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 57,693 | $1.15M | 0.04% | +6,512+12.7% | Added |
| Franklin Resources Inc | 57,517 | $1.14M | 0.00% | −2,915−4.8% | Reduced |
| Portside Wealth Group, LLC | 57,447 | $1.14M | 0.13% | −6,783−10.6% | Reduced |
| Davenport & Co LLC | 56,382 | $1.12M | 0.01% | −54−0.1% | Reduced |
| Kathmere Capital Management, LLC | 55,562 | $1.11M | 0.06% | +10,199+22.5% | Added |
| InTrack Investment Management Inc | 55,301 | $1.10M | 0.55% | +14,132+34.3% | Added |
| Susquehanna International Group, LLP | 54,840 | $1.09M | 0.00% | +27,393+99.8% | Added |
| Storgate, LLC | 54,550 | $1.08M | 0.23% | +33,328+157.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 49,645 | $1.07M | 0.00% | +11,341+29.6% | Added |
| Personal Cfo Solutions, LLC | 52,479 | $1.06M | 0.15% | −1,140−2.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 52,854 | $1.05M | 0.08% | +2,013+4.0% | Added |
| Flputnam Investment Management Co | 52,367 | $1.04M | 0.01% | −9,574−15.5% | Reduced |