MITSUBISHI UFJ FINANCIAL GRO (MUFG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
26
Reporting holders
$23.1M
Reported value
0.0%
Calls
0.0%
Puts
-552
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $6.6M | 288,000 | 0.09% | 3q | -4.5%-$316.5K |
| Legacy Wealth Asset Management, LLC | $3.1M | 136,016 | 0.69% | 17q | -1.5%-$46.2K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.5M | 106,561 | 0.04% | 13q | HELD |
| Farther Finance Advisors, LLC | $2.4M | 106,021 | 0.02% | 16q | +7.5%+$170.4K |
| GAMMA Investing LLC | $1.8M | 78,363 | 0.06% | 12q | +10.3%+$168.9K |
| Versant Capital Management, Inc | $1.6M | 70,645 | 0.14% | 8q | +2.5%+$39.2K |
| Successful Portfolios LLC | $1.0M | 44,040 | 0.46% | 12q | HELD |
| Valeo Financial Advisors, LLC | $952.0K | 41,264 | 0.02% | 16q | +11.0%+$94.1K |
| Wedmont Private Capital | $809.4K | 36,007 | 0.02% | 13q | +42.8%+$242.4K |
| RIVERSEDGE ADVISORS, LLC | $674.8K | 29,250 | 0.08% | 8q | +8.7%+$54.0K |
| Athena Wealth Management, LLC | $419.0K | 18,163 | 0.30% | 2q | +4.7%+$19.0K |
| SAPIENT CAPITAL LLC | $321.0K | 13,914 | 0.00% | 5q | -50.0%-$321.0K |
| MOODY NATIONAL BANK TRUST DIVISION | $277.9K | 12,044 | 0.02% | 9q | -30.6%-$122.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $205.3K | 8,898 | 0.04% | 7q | -26.8%-$75.1K |
| Rosenberg Matthew Hamilton | $80.3K | 3,479 | 0.01% | 17q | -17.3%-$16.8K |
| GK Wealth Management LLC | $50.2K | 2,174 | 0.03% | new | NEW |
| Retirement Wealth Solutions LLC | $46.4K | 2,011 | 0.02% | 8q | +81.3%+$20.8K |
| Grove Bank & Trust | $36.3K | 1,572 | 0.00% | 9q | +9.4%+$3.1K |
| ELEVATION WEALTH PARTNERS, LLC | $29.3K | 1,269 | 0.01% | 2q | HELD |
| Planning Strategies Inc. | $11.7K | 505 | 0.01% | new | NEW |
| Bangor Savings Bank | $9.9K | 429 | 0.00% | 9q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $8.7K | 377 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $3.4K | 147 | 0.00% | 9q | -15.0% |
| ARMSTRONG ADVISORY GROUP, INC | $2.8K | 120 | 0.00% | 6q | HELD |
| Noble Wealth Management PBC | $1.8K | 80 | 0.00% | 2q | HELD |
| Trust Co | $692 | 30 | 0.00% | 4q | HELD |
| CX Institutional | $4 | 181 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 26 | $23.1M | 1,001,379 | 3 | 9 | 7 | 0.0% |
| Q2 2026 | 578 | $6.9B | 347,618,495 | 83 | 227 | 154 | 0.3% |
| Q1 2026 | 544 | $5.8B | 341,714,071 | 71 | 244 | 128 | 0.7% |
| Q4 2025 | 532 | $5.3B | 331,927,460 | 71 | 219 | 129 | 0.0% |
| Q3 2025 | 489 | $5.4B | 337,452,729 | 62 | 222 | 114 | 0.0% |
| Q2 2025 | 488 | $4.7B | 343,921,874 | 72 | 194 | 132 | 0.2% |
| Q1 2025 | 455 | $4.2B | 308,802,777 | 61 | 175 | 124 | 0.2% |
| Q4 2024 | 437 | $2.7B | 234,648,123 | 49 | 184 | 96 | 0.0% |
| Q3 2024 | 417 | $2.3B | 227,323,180 | 44 | 166 | 116 | 0.0% |
| Q2 2024 | 406 | $2.4B | 224,290,400 | 49 | 154 | 111 | 0.0% |
| Q1 2024 | 382 | $2.5B | 240,697,090 | 57 | 150 | 105 | 0.1% |
| Q4 2023 | 360 | $1.9B | 223,311,834 | 53 | 151 | 79 | 0.0% |
| Q3 2023 | 328 | $1.8B | 209,999,018 | 39 | 112 | 99 | 0.3% |
| Q2 2023 | 306 | $1.6B | 217,971,735 | 41 | 106 | 97 | 1.4% |
| Q1 2023 | 291 | $1.4B | 224,700,556 | 49 | 112 | 79 | 1.0% |
| Q4 2022 | 271 | $1.4B | 212,742,248 | 43 | 88 | 80 | 0.0% |
| Q3 2022 | 247 | $922.2M | 204,814,742 | 32 | 77 | 98 | 0.0% |
| Q2 2022 | 254 | $1.1B | 204,513,630 | 47 | 79 | 71 | 0.0% |
| Q1 2022 | 235 | $1.3B | 208,843,837 | 31 | 96 | 55 | 0.0% |
| Q4 2021 | 233 | $1.1B | 198,869,545 | 24 | 94 | 56 | 0.0% |
| Q3 2021 | 224 | $1.1B | 192,146,428 | 35 | 81 | 48 | 0.0% |
| Q2 2021 | 220 | $1.0B | 184,673,683 | 29 | 85 | 53 | 0.2% |
| Q1 2021 | 217 | $957.1M | 177,393,226 | 40 | 90 | 35 | 0.2% |
| Q4 2020 | 198 | $714.1M | 161,161,229 | 32 | 61 | 57 | 0.0% |
| Q3 2020 | 176 | $628.4M | 156,658,950 | 22 | 74 | 51 | 0.0% |
| Q2 2020 | 184 | $610.3M | 155,461,512 | 27 | 60 | 67 | 0.0% |
| Q1 2020 | 187 | $595.2M | 162,174,289 | 31 | 56 | 70 | 0.0% |
| Q4 2019 | 195 | $874.2M | 160,984,604 | 22 | 67 | 62 | 0.0% |
| Q3 2019 | 196 | $731.1M | 143,827,036 | 27 | 93 | 43 | 0.1% |
| Q2 2019 | 204 | $678.9M | 142,912,512 | 35 | 50 | 82 | 0.0% |
| Q1 2019 | 207 | $752.8M | 152,016,508 | 23 | 89 | 48 | 0.0% |
| Q4 2018 | 205 | $704.3M | 144,082,663 | 3 | 2 | 6 | 0.0% |