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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
372
shares
|
$4,992
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
343
shares
|
$4,603
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
339
shares
|
$4,549
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
304
shares
|
$4,079
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
303
shares
|
$4,066
0.0% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
297
shares
|
$3,985
0.0% of portfolio
|
Q4 2024
Added 104.83%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
244
shares
|
$3,274
0.0% of portfolio
|
Q3 2022
Reduced 74.79%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
243
shares
|
$3,261
0.0% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
242
shares
|
$3,247
0.0% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
237
shares
|
$3,180
0.0% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
221
shares
|
$2,965
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
204
shares
|
$2,737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
186
shares
|
$2,496
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
179
shares
|
$2,402
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
169
shares
|
$2,267
0.0% of portfolio
|
Q3 2024
Reduced 38.99%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
169
shares
|
$2,267
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
158
shares
|
$2,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
150
shares
|
$2,013
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
147
shares
|
$1,972
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
147
shares
|
$1,972
0.0% of portfolio
|
Q1 2025
Added 98.65%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
145
shares
|
$1,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
136
shares
|
$1,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
130
shares
|
$1,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
122
shares
|
$1,637
0.0% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
120
shares
|
$1,610
0.0% of portfolio
|
Q2 2025
New holding
|