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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 52,322 | $1.04M | 0.00% | +541+1.0% | Added |
| Louisbourg Investments Inc. | 52,032 | $1.03M | 0.19% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 51,942 | $1.03M | 0.01% | −244−0.5% | Reduced |
| Sagespring Wealth Partners, LLC | 50,964 | $1.01M | 0.02% | +836+1.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50,000 | $994.5K | 0.01% | +50,000 | New |
| Fiera Capital Corp | 49,692 | $988.4K | 0.00% | +7,298+17.2% | Added |
| Themes Management Co LLC | 49,262 | $979.8K | 0.65% | −7,344−13.0% | Reduced |
| Trust Point Inc. | 49,093 | $976.5K | 0.08% | +712+1.5% | Added |
| Aprio Wealth Management, LLC | 48,834 | $971.3K | 0.05% | +4,893+11.1% | Added |
| Henshaw Capital LLC | 48,563 | $965.9K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 48,078 | $956.3K | 0.10% | +8,277+20.8% | Added |
| Burns Matteson Capital Management, LLC | 47,835 | $951.4K | 0.30% | −1,142−2.3% | Reduced |
| DMG Group, LLC | 47,239 | $939.6K | 0.64% | −5,234−10.0% | Reduced |
| Successful Portfolios LLC | 44,032 | $936.0K | 0.44% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 47,053 | $935.9K | 0.01% | +7,060+17.7% | Added |
| Frec Markets, Inc. | 46,947 | $933.8K | 0.08% | +9,043+23.9% | Added |
| Rehmann Capital Advisory Group | 46,523 | $925.4K | 0.04% | −1,958−4.0% | Reduced |
| Blair William & Co | 46,380 | $922.5K | 0.00% | +2,868+6.6% | Added |
| Prospera Financial Services Inc | 46,090 | $916.7K | 0.01% | −4,021−8.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 45,688 | $908.7K | 0.04% | −79−0.2% | Reduced |
| Pinnacle Associates Ltd | 44,166 | $878.5K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 43,312 | $861.5K | 0.00% | −2,992−6.5% | Reduced |
| Five Oceans Advisors | 43,112 | $857.5K | 0.28% | 00.0% | Unchanged |
| West Family Investments, Inc. | 43,037 | $856.0K | 0.25% | +6,506+17.8% | Added |
| RNC Capital Management LLC | 42,830 | $851.9K | 0.04% | −12,740−22.9% | Reduced |
| Cordatus Wealth Management LLC | 42,580 | $846.9K | 0.19% | +465+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 41,771 | $830.8K | 0.00% | −885−2.1% | Reduced |
| Bridgewater Advisors Inc. | 36,735 | $826.2K | 0.05% | +162+0.4% | Added |
| Optas, LLC | 39,959 | $794.8K | 0.11% | +771+2.0% | Added |
| Evolve Private Wealth, LLC | 39,807 | $791.8K | 0.05% | +1,816+4.8% | Added |
| Anchyra Partners LLC | 39,695 | $789.5K | 0.19% | +2,015+5.3% | Added |
| Bleakley Financial Group, LLC | 39,571 | $787.1K | 0.01% | +12,281+45.0% | Added |
| Oppenheimer & Co Inc | 39,519 | $786.0K | 0.01% | +39,519 | New |
| Pinnacle Financial Partners, Inc. | 38,925 | $774.2K | 0.01% | −1,412−3.5% | Reduced |
| Traveka Wealth, LLC | 37,939 | $754.6K | 0.25% | +91+0.2% | Added |
| Sage Rhino Capital LLC | 37,641 | $748.7K | 0.12% | −350−0.9% | Reduced |
| Coldstream Capital Management Inc | 37,570 | $747.3K | 0.01% | +1,588+4.4% | Added |
| Valeo Financial Advisors, LLC | 37,187 | $739.6K | 0.02% | +5,006+15.6% | Added |
| Principal Securities, Inc. | 36,756 | $731.1K | 0.01% | −7,437−16.8% | Reduced |
| Xponance, Inc. | 35,644 | $709.0K | 0.00% | +19,062+115.0% | Added |
| Marks Group Wealth Management, Inc | 35,541 | $706.9K | 0.06% | −44,024−55.3% | Reduced |
| Lido Advisors, LLC | 34,728 | $700.3K | 0.00% | +2,453+7.6% | Added |
| State Street Corp | 34,020 | $687.4K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 33,982 | $675.9K | 0.03% | +2,212+7.0% | Added |
| EverSource Wealth Advisors, LLC | 33,857 | $673.4K | 0.02% | −13,710−28.8% | Reduced |
| Resonant Capital Advisors, LLC | 33,415 | $672.3K | 0.03% | +3,003+9.9% | Added |
| MAI Capital Management | 33,403 | $668.8K | 0.00% | +14,801+79.6% | Added |
| One Wealth Capital Management, LLC | 33,376 | $663.8K | 0.19% | +17,579+111.3% | Added |
| Cetera Trust Company, N.A | 33,020 | $656.8K | 0.33% | 00.0% | Unchanged |
| Main Street Research LLC | 32,721 | $650.8K | 0.03% | +2,273+7.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 31,016 | $616.9K | 0.02% | +1,836+6.3% | Added |
| Entropy Technologies, LP | 30,537 | $607.4K | 0.02% | −29,482−49.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 30,425 | $605.2K | 0.00% | +30,425 | New |
| Brookstone Capital Management | 30,358 | $603.8K | 0.01% | +30,358 | New |
| Seeds Investor LLC | 29,947 | $595.6K | 0.06% | +1,005+3.5% | Added |
| 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 |
| Swiss Life Asset Management Ltd | 29,310 | $583.0K | 0.00% | −2,561−8.0% | Reduced |
| Merit Financial Group, LLC | 29,168 | $580.2K | 0.00% | +8,415+40.5% | Added |
| Commerce Bank | 29,090 | $578.6K | 0.00% | −875−2.9% | Reduced |
| First National Bank of Hutchinson | 28,583 | $568.5K | 0.31% | −1,720−5.7% | Reduced |
| Basecamp Wealth Advisors LLC | 28,371 | $564.3K | 0.11% | 00.0% | Unchanged |
| GTS Securities LLC | 28,329 | $563.5K | 0.01% | −18,969−40.1% | Reduced |
| Warren Averett Asset Management, LLC | 28,231 | $561.5K | 0.00% | −695−2.4% | Reduced |
| Norden Group LLC | 28,189 | $560.7K | 0.05% | −10,047−26.3% | Reduced |
| Wedmont Private Capital | 25,222 | $546.1K | 0.01% | −3,773−13.0% | Reduced |
| Dynamic Advisor Solutions LLC | 27,115 | $539.3K | 0.02% | +11,659+75.4% | Added |
| Third View Private Wealth, LLC | 27,027 | $537.6K | 0.07% | −6,585−19.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,007 | $537.2K | 0.00% | +2,609+10.7% | Added |
| Riversedge Advisors, LLC | 26,910 | $535.2K | 0.07% | +6,388+31.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 26,746 | $532.0K | 0.05% | −740−2.7% | Reduced |
| 55 North Private Wealth, LLC | 26,685 | $530.8K | 0.10% | +8,944+50.4% | Added |
| Flow Traders U.S. LLC | 25,640 | $510.0K | 0.02% | +25,640 | New |
| IHT Wealth Management, LLC | 25,606 | $509.3K | 0.01% | +1,814+7.6% | Added |
| Clearstead Advisors, LLC | 25,413 | $505.5K | 0.00% | −25,413−50.0% | Reduced |
| Alphadyne Asset Management LP | 25,312 | $503.5K | 0.02% | +25,312 | New |
| Sym Financial Corp | 25,296 | $503.1K | 0.04% | +2,508+11.0% | Added |
| May Hill Capital, LLC | 25,283 | $502.9K | 0.11% | +2,903+13.0% | Added |
| Gallacher Capital Management LLC | 25,262 | $502.5K | 0.28% | −14,399−36.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 24,754 | $499.6K | 0.01% | −1,375−5.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 24,809 | $493.5K | 0.04% | +6,558+35.9% | Added |
| PDS Planning, Inc | 24,756 | $492.4K | 0.03% | 00.0% | Unchanged |
| Hardy Reed LLC | 24,400 | $485.3K | 0.03% | −564−2.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 24,330 | $484.0K | 0.11% | −4,000−14.1% | Reduced |
| Cromwell Holdings LLC | 24,134 | $480.0K | 0.22% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 24,104 | $479.4K | 0.02% | +1,678+7.5% | Added |
| Independent Advisor Alliance | 24,049 | $478.3K | 0.01% | +1,238+5.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,938 | $476.1K | 0.01% | +211+0.9% | Added |
| Blueshift Asset Management, LLC | 23,630 | $470.0K | 0.11% | +23,630 | New |
| EP Wealth Advisors, LLC | 23,618 | $469.8K | 0.00% | +1,614+7.3% | Added |
| Ronald Blue Trust, Inc. | 23,606 | $469.5K | 0.00% | +675+2.9% | Added |
| Resources Investment Advisors, LLC. | 23,546 | $468.3K | 0.00% | −3,609−13.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,422 | $465.9K | 0.00% | −1,568−6.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 23,184 | $461.1K | 0.05% | +1,506+6.9% | Added |
| AlTi Global, Inc. | 23,091 | $459.4K | 0.01% | +220+1.0% | Added |
| EntryPoint Capital, LLC | 23,031 | $458.1K | 0.11% | +23,031 | New |
| We Are One Seven, LLC | 22,723 | $452.0K | 0.01% | +693+3.1% | Added |
| Concurrent Investment Advisors, LLC | 22,534 | $448.2K | 0.00% | +7,257+47.5% | Added |
| New York State Common Retirement Fund | 22,367 | $444.9K | 0.00% | −8,743−28.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,283 | $443.2K | 0.01% | +1,899+9.3% | Added |