Institutional Ownership Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG). We have compiled data on the 496 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $4.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,228
shares
|
$29,899
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,943
shares
|
$26,075
0.02% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,832
shares
|
$24,585
0.01% of portfolio
|
Q4 2024
Added 40.92%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,821
shares
|
$24,437
0.02% of portfolio
|
Q1 2020
Added 2.3%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,797
shares
|
$24,115
0.0% of portfolio
|
Q1 2025
Reduced 91.1%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,666
shares
|
$22,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,564
shares
|
$20,988
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,500
shares
|
$20,130
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,447
shares
|
$19,418
0.0% of portfolio
|
Q2 2025
Added 30.13%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,418
shares
|
$19,029
0.0% of portfolio
|
Q1 2025
Added 298.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,389
shares
|
$18,640
0.0% of portfolio
|
Q3 2024
Reduced 33.45%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,365
shares
|
$18,318
0.0% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
1,333
shares
|
$17,888
0.01% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,205
shares
|
$16,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,180
shares
|
$15,835
0.0% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,174
shares
|
$15,755
0.0% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,158
shares
|
$15,540
0.0% of portfolio
|
Q3 2024
Added 91.72%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,158
shares
|
$15,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,100
shares
|
$14,762
0.01% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,093
shares
|
$14,668
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,066
shares
|
$14,305
0.0% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,061
shares
|
$14,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,008
shares
|
$13,527
0.0% of portfolio
|
Q3 2020
Reduced 41.73%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$13,420
0.01% of portfolio
|
Q4 2024
Added 4900.0%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
978
shares
|
$13,124
0.0% of portfolio
|
Q1 2025
Added 2.84%
|