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 465 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
369
shares
|
$5,276
0.0% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
356
shares
|
$5,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
343
shares
|
$4,904
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
339
shares
|
$4,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
304
shares
|
$4,347
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
303
shares
|
$4,332
0.0% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
297
shares
|
$4,247
0.0% of portfolio
|
Q4 2024
Added 104.83%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
297
shares
|
$4,247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
295
shares
|
$4,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
282
shares
|
$4,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
263
shares
|
$3,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
244
shares
|
$3,489
0.0% of portfolio
|
Q3 2022
Reduced 74.79%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
242
shares
|
$3,460
0.0% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
225
shares
|
$3,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
207
shares
|
$2,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
186
shares
|
$2,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
185
shares
|
$2,645
0.0% of portfolio
|
Q4 2023
Reduced 98.56%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
171
shares
|
$2,445
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
169
shares
|
$2,416
0.0% of portfolio
|
Q3 2024
Reduced 38.99%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
169
shares
|
$2,416
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
158
shares
|
$2,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
150
shares
|
$2,145
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
147
shares
|
$2,102
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
147
shares
|
$2,102
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
145
shares
|
$2,073
0.0% of portfolio
|
Q4 2024
New holding
|