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 533 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $5.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
190
shares
|
$2,869
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
186
shares
|
$2,808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
171
shares
|
$2,582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
169
shares
|
$2,551
0.0% of portfolio
|
Q3 2024
Reduced 38.99%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
169
shares
|
$2,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
165
shares
|
$2,491
0.0% of portfolio
|
Q2 2025
Added 205.56%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
156
shares
|
$2,355
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
150
shares
|
$2,265
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
147
shares
|
$2,219
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
145
shares
|
$2,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
143
shares
|
$2,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
131
shares
|
$1,978
0.0% of portfolio
|
Q2 2025
Added 2083.33%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
124
shares
|
$1,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
122
shares
|
$1,842
0.0% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
120
shares
|
$1,812
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
112
shares
|
$1,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
82
shares
|
$1,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
56
shares
|
$845
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
47
shares
|
$709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
47
shares
|
$709
0.0% of portfolio
|
Q1 2025
Added 2250.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
45
shares
|
$679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
27
shares
|
$407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
27
shares
|
$407
0.0% of portfolio
|
Q2 2025
Reduced 85.41%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|