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 538 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $5.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,204
shares
|
$188,185
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
12,111
shares
|
$186,751
0.03% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
12,024
shares
|
$185,410
0.02% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
11,967
shares
|
$184,531
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
11,950
shares
|
$184,269
0.01% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
11,933
shares
|
$184,006
0.03% of portfolio
|
Q3 2025
Reduced 46.69%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
11,776
shares
|
$181,585
0.01% of portfolio
|
Q4 2025
Added 9.61%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
11,675
shares
|
$180,028
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
11,502
shares
|
$177,360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
11,485
shares
|
$177,098
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Capital Management LLC
|
Nov 04, 2025 Q3 2025 |
11,420
shares
|
$176,096
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
11,242
shares
|
$173,351
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
11,224
shares
|
$173,074
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
11,193
shares
|
$172,596
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
10,946
shares
|
$168,787
0.0% of portfolio
|
Q3 2024
Reduced 54.29%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
10,842
shares
|
$167,183
0.05% of portfolio
|
Q1 2023
Reduced 26.5%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
10,720
shares
|
$165,302
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
10,683
shares
|
$164,731
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
10,596
shares
|
$163,390
0.01% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
10,446
shares
|
$161,077
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
10,433
shares
|
$160,876
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
10,415
shares
|
$160,599
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
10,288
shares
|
$158,640
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
10,223
shares
|
$157,638
0.0% of portfolio
|
Q4 2025
Reduced 9.03%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,193
shares
|
$157,176
0.0% of portfolio
|
Q3 2025
New holding
|
|