# MITSUBISHI UFJ FINANCIAL GRO (MUFG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MUFG/

- Reporting holders: 26
- Reported value: $23.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $6.6M | 288,000 | 0.1% | 3 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $3.1M | 136,016 | 0.7% | 17 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $2.5M | 106,561 | 0.0% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.4M | 106,021 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.8M | 78,363 | 0.1% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.6M | 70,645 | 0.1% | 8 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $1.0M | 44,040 | 0.5% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $952.0K | 41,264 | 0.0% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $809.4K | 36,007 | 0.0% | 13 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $674.8K | 29,250 | 0.1% | 8 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $419.0K | 18,163 | 0.3% | 2 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $321.0K | 13,914 | 0.0% | 5 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $277.9K | 12,044 | 0.0% | 9 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $205.3K | 8,898 | 0.0% | 7 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $80.3K | 3,479 | 0.0% | 17 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $50.2K | 2,174 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $46.4K | 2,011 | 0.0% | 8 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $36.3K | 1,572 | 0.0% | 9 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $29.3K | 1,269 | 0.0% | 2 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $11.7K | 505 | 0.0% | 1 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $9.9K | 429 | 0.0% | 9 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $8.7K | 377 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.4K | 147 | 0.0% | 9 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.8K | 120 | 0.0% | 6 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $1.8K | 80 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 26 | $23.1M |
| Q2 2026 | 578 | $6.9B |
| Q1 2026 | 544 | $5.8B |
| Q4 2025 | 532 | $5.3B |
| Q3 2025 | 489 | $5.4B |
| Q2 2025 | 488 | $4.7B |
| Q1 2025 | 455 | $4.2B |
| Q4 2024 | 437 | $2.7B |
| Q3 2024 | 417 | $2.3B |
| Q2 2024 | 406 | $2.4B |
| Q1 2024 | 382 | $2.5B |
| Q4 2023 | 360 | $1.9B |