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 |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
44,481
shares
|
$596,935
0.41% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
44,116
shares
|
$592,036
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
43,978
shares
|
$590,184
0.01% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
43,956
shares
|
$589,889
0.01% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
43,350
shares
|
$581,757
0.03% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
43,286
shares
|
$580,898
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
43,112
shares
|
$578,563
0.29% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
42,144
shares
|
$565,572
0.01% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
41,909
shares
|
$562,418
0.0% of portfolio
|
Q1 2025
Added 104.14%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
41,630
shares
|
$558,674
0.03% of portfolio
|
Q1 2025
Added 33.47%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
40,264
shares
|
$540,342
0.0% of portfolio
|
Q1 2025
Added 143.17%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
39,593
shares
|
$531,338
0.01% of portfolio
|
Q1 2025
Added 45.72%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
39,583
shares
|
$531,203
0.12% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Dauntless Investment Group, LLC
Commerce Township, MI |
May 07, 2025 Q1 2025 |
39,138
shares
|
$525,231
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
37,546
shares
|
$503,867
0.27% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,654
shares
|
$491,896
0.0% of portfolio
|
Q2 2023
Reduced 23.22%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
36,472
shares
|
$489,454
0.07% of portfolio
|
Q1 2025
Added 46.87%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
36,227
shares
|
$486,166
0.05% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
35,310
shares
|
$473,860
0.08% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
35,190
shares
|
$472,249
0.14% of portfolio
|
Q2 2025
Added 68.83%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
34,532
shares
|
$463,419
0.01% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
34,360
shares
|
$461,111
0.0% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
34,020
shares
|
$456,548
0.0% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
34,000
shares
|
$456,280
0.17% of portfolio
|
Q1 2025
Added 80.85%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
33,774
shares
|
$453,247
0.21% of portfolio
|
Q2 2025
Reduced 1.86%
|