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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
83,172
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
80,105
shares
|
$1.08 Million
0.13% of portfolio
|
Q1 2025
Reduced 23.63%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
76,563
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
76,496
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
76,047
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
75,191
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
74,230
shares
|
$996,166
0.08% of portfolio
|
Q1 2025
Reduced 39.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
71,556
shares
|
$960,281
0.01% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
71,391
shares
|
$958,067
0.02% of portfolio
|
Q1 2025
Reduced 29.4%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
70,000
shares
|
$939,400
0.02% of portfolio
|
Q4 2021
Reduced 12.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
69,687
shares
|
$935,199
0.02% of portfolio
|
Q1 2025
Added 100.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
67,199
shares
|
$901,810
0.09% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
66,866
shares
|
$897,341
0.01% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
66,335
shares
|
$890,215
0.03% of portfolio
|
Q2 2022
Added 3.37%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
65,732
shares
|
$882,123
0.2% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
65,314
shares
|
$876,513
0.28% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
64,590
shares
|
$866,797
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
63,161
shares
|
$847,620
0.11% of portfolio
|
Q1 2025
Added 34.68%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
63,142
shares
|
$847,365
0.0% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
63,069
shares
|
$846,385
0.27% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
62,369
shares
|
$836,991
0.01% of portfolio
|
Q1 2025
Reduced 79.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
61,140
shares
|
$820,498
0.0% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
May 08, 2025 Q1 2025 |
59,942
shares
|
$804,421
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
59,497
shares
|
$798,449
0.01% of portfolio
|
Q4 2023
Added 3.94%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
55,202
shares
|
$740,810
0.01% of portfolio
|
Q1 2025
Added 4.31%
|