MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG) — Institutional Holders, Q2 2026 (page 10)
998 institutional investment managers reported a MUFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 998. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MUFG 13F holders ranked 901–998 of 998
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Acumen Wealth Advisors#901 · 549 sh | 549 | $10.9K | <0.01% | 0.0% |
| 902 | Center for Financial Planning#902 · 199 sh | 199 | $10.9K | — | 0.0% |
| 903 | CNB Bank#903 · 535 sh | 535 | $10.6K | <0.01% | 0.0% |
| 904 | SBI Securities , Ltd.#904 · 191 sh | 191 | $10.4K | — | -20.7% |
| 905 | HAGER INVESTMENT MANAGEMENT SERVICES#905 · 511 sh | 511 | $10.2K | <0.01% | New |
| 906 | Centerpoint Advisors#906 · 178 sh | 178 | $10.0K | <0.01% | +1.7% |
| 907 | Midway Capital Research & Management#907 · 178 sh | 178 | $9.7K | — | 0.0% |
| 908 | Independence Bank of Kentucky#908 · 480 sh | 480 | $9.5K | — | 0.0% |
| 909 | Plante Moran Financial Advisors#909 · 479 sh | 479 | $9.5K | <0.01% | New |
| 910 | MV CAPITAL MANAGEMENT#910 · 476 sh | 476 | $9.5K | <0.01% | +19.0% |
| 911 | CDKV#911 · 172 sh | 172 | $9.4K | <0.01% | 0.0% |
| 912 | Gleason Group#912 · 468 sh | 468 | $9.3K | — | New |
| 913 | Harbor Asset Planning#913 · 167 sh | 167 | $9.1K | — | +0.6% |
| 914 | MASECO LLP#914 · 165 sh | 165 | $9.0K | — | 0.0% |
| 915 | HARBOR INVESTMENT ADVISORY#915 · 160 sh | 160 | $8.8K | — | 0.0% |
| 916 | Cape Investment Advisory#916 · 158 sh | 158 | $8.6K | — | New |
| 917 | MONTAG A & ASSOCIATES#917 · 420 sh | 420 | $8.4K | <0.01% | 0.0% |
| 918 | Hanson & Doremus Investment Management#918 · 138 sh | 138 | $8.0K | — | 0.0% |
| 919 | 1 NORTH WEALTH SERVICES#919 · 145 sh | 145 | $7.9K | <0.01% | 0.0% |
| 920 | Benson Wealth Management#920 · 371 sh | 371 | $7.4K | <0.01% | 0.0% |
| 921 | Provenance Wealth Advisors#921 · 327 sh | 327 | $6.5K | <0.01% | 0.0% |
| 922 | HHM Wealth Advisors#922 · 326 sh | 326 | $6.5K | <0.01% | New |
| 923 | Noble Wealth Management PBC#923 · 167 sh | 167 | $6.3K | — | +92.0% |
| 924 | Front Row Advisors#924 · 120 sh | 120 | $6.3K | <0.01% | 0.0% |
| 925 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#925 · 303 sh | 303 | $6.0K | <0.01% | 0.0% |
| 926 | Beaird Harris Wealth Management#926 · 287 sh | 287 | $5.7K | <0.01% | 0.0% |
| 927 | INVESTMENT COUNSEL OF NEVADA#927 · 286 sh | 286 | $5.7K | 0.01% | New |
| 928 | Dogwood Wealth Management#928 · 285 sh | 285 | $5.7K | <0.01% | +37.0% |
| 929 | Nemes Rush Group#929 · 271 sh | 271 | $5.4K | <0.01% | 0.0% |
| 930 | TOUNJIAN ADVISORY PARTNERS#930 · 266 sh | 266 | $5.3K | <0.01% | New |
| 931 | Winch Advisory Services#931 · 261 sh | 261 | $5.2K | <0.01% | New |
| 932 | HighMark Wealth Management#932 · 255 sh | 255 | $5.1K | <0.01% | -30.7% |
| 933 | BEACON INVESTMENT ADVISORY SERVICES#933 · 253 sh | 253 | $5.0K | — | New |
| 934 | GW&K Investment Management#934 · 89 sh | 89 | $5.0K | 0.00% | 0.0% |
| 935 | Markowski Investments#935 · 234 sh | 234 | $4.7K | <0.01% | — |
| 936 | HORIZON FINANCIAL SERVICES#936 · 225 sh | 225 | $4.5K | <0.01% | New |
| 937 | Tidemark#937 · 81 sh | 81 | $4.4K | <0.01% | 0.0% |
| 938 | SWAN Capital#938 · 215 sh | 215 | $4.3K | <0.01% | New |
| 939 | GHP Investment Advisors#939 · 214 sh | 214 | $4.3K | — | 0.0% |
| 940 | CX Institutional#940 · 181 sh | 181 | $4.0K | — | 0.0% |
| 941 | HM PAYSON#941 · 200 sh | 200 | $4.0K | <0.01% | 0.0% |
| 942 | Concord Wealth Partners#942 · 72 sh | 72 | $3.9K | <0.01% | New |
| 943 | Nova Wealth Management#943 · 195 sh | 195 | $3.9K | <0.01% | New |
| 944 | WELLINGTON-ALTUS USA#944 · 85 sh | 85 | $3.9K | <0.01% | 0.0% |
| 945 | Allied Private Wealth#945 · 183 sh | 183 | $3.9K | <0.01% | — |
| 946 | Strategic Wealth Partners, Ltd.#946 · 191 sh | 191 | $3.8K | <0.01% | New |
| 947 | Granite FO#947 · 186 sh | 186 | $3.7K | — | 0.0% |
| 948 | Capital Investment Advisory Services#948 · 66 sh | 66 | $3.6K | <0.01% | -10.8% |
| 949 | Wilmington Savings Fund Society, FSB#949 · 178 sh | 178 | $3.5K | — | 0.0% |
| 950 | Quest 10 Wealth Builders#950 · 64 sh | 64 | $3.5K | <0.01% | 0.0% |
| 951 | BROWN, LISLE/CUMMINGS#951 · 169 sh | 169 | $3.4K | — | -1.2% |
| 952 | Signature Resources Capital Management#952 · 61 sh | 61 | $3.3K | — | 0.0% |
| 953 | Avion Wealth#953 · 169 sh | 169 | $3.0K | <0.01% | 0.0% |
| 954 | Synergy Investment Management#954 · 130 sh | 130 | $2.9K | <0.01% | New |
| 955 | Financial Network Wealth Advisors#955 · 139 sh | 139 | $2.8K | <0.01% | +28.7% |
| 956 | WEST PACES ADVISORS#956 · 138 sh | 138 | $2.7K | — | New |
| 957 | MARSHALL INVESTMENT MANAGEMENT#957 · 136 sh | 136 | $2.7K | <0.01% | New |
| 958 | XP Advisory US#958 · 49 sh | 49 | $2.7K | <0.01% | — |
| 959 | Portfolio Resources Advisor Group#959 · 45 sh | 45 | $2.5K | — | New |
| 960 | ARMSTRONG ADVISORY GROUP#960 · 120 sh | 120 | $2.4K | — | 0.0% |
| 961 | Advocate Investing Services#961 · 120 sh | 120 | $2.4K | — | 0.0% |
| 962 | BARRETT & COMPANY#962 · 43 sh | 43 | $2.4K | — | 0.0% |
| 963 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#963 · 113 sh | 113 | $2.2K | 0.00% | 0.0% |
| 964 | ALBION FINANCIAL GROUP#964 · 112 sh | 112 | $2.2K | — | 0.0% |
| 965 | EVERMAY WEALTH MANAGEMENT#965 · 40 sh | 40 | $2.2K | <0.01% | 0.0% |
| 966 | Cedar Mountain Advisors#966 · 108 sh | 108 | $2.1K | — | 0.0% |
| 967 | Colonial / SC#967 · 102 sh | 102 | $2.0K | <0.01% | New |
| 968 | Monetary Solutions, Ltd#968 · 100 sh | 100 | $2.0K | — | New |
| 969 | SITTNER & NELSON#969 · 87 sh | 87 | $1.7K | <0.01% | New |
| 970 | Whipplewood Advisors#970 · 82 sh | 82 | $1.6K | — | -95.2% |
| 971 | Key Capital Management#971 · 29 sh | 29 | $1.6K | <0.01% | -91.6% |
| 972 | Financial Life Planners#972 · 27 sh | 27 | $1.5K | <0.01% | 0.0% |
| 973 | Colonial Advisors#973 · 26 sh | 26 | $1.4K | <0.01% | New |
| 974 | Private Wealth Asset Management#974 · 26 sh | 26 | $1.4K | <0.01% | New |
| 975 | WEBSTER BANK, N. A.#975 · 66 sh | 66 | $1.3K | <0.01% | New |
| 976 | Elevated Capital Advisors#976 · 64 sh | 64 | $1.3K | <0.01% | 0.0% |
| 977 | Caitlin John#977 · 23 sh | 23 | $1.3K | <0.01% | 0.0% |
| 978 | CARY STREET PARTNERS FINANCIAL#978 · 58 sh | 58 | $1.2K | 0.00% | -87.3% |
| 979 | Game Plan Financial Advisors#979 · 56 sh | 56 | $1.1K | <0.01% | New |
| 980 | Trifecta Capital Advisors#980 · 54 sh | 54 | $1.1K | — | New |
| 981 | SOUTHERN MICHIGAN BANK &#981 · 50 sh | 50 | $995.00 | — | 0.0% |
| 982 | Hilton Head Capital Partners#982 · 18 sh | 18 | $984.00 | — | 0.0% |
| 983 | MCGUIRE CAPITAL ADVISORS#983 · 15 sh | 15 | $820.00 | <0.01% | 0.0% |
| 984 | RMG Wealth Management#984 · 14 sh | 14 | $746.00 | — | -96.4% |
| 985 | Realta Investment Advisors#985 · 13 sh | 13 | $711.00 | — | 0.0% |
| 986 | TUCKER ASSET MANAGEMENT#986 · 13 sh | 13 | $711.00 | <0.01% | 0.0% |
| 987 | Bayforest Capital Ltd#987 · 34 sh | 34 | $676.00 | <0.01% | 0.0% |
| 988 | Davis Capital Management#988 · 12 sh | 12 | $656.00 | — | 0.0% |
| 989 | Nvest Wealth Strategies#989 · 31 sh | 31 | $617.00 | — | 0.0% |
| 990 | 3Chopt Investment Partners#990 · 11 sh | 11 | $602.00 | <0.01% | 0.0% |
| 991 | Stone House Investment Management#991 · 24 sh | 24 | $477.00 | — | +200.0% |
| 992 | Financial Gravity Companies, (FGCO)#992 · 7 sh | 7 | $313.00 | <0.01% | — |
| 993 | Tower Research Capital (TRC)#993 · 12 sh | 12 | $239.00 | 0.00% | -99.4% |
| 994 | Mosley Wealth Management#994 · 10 sh | 10 | $199.00 | — | New |
| 995 | GODSEY & GIBB#995 · 10 sh | 10 | $199.00 | — | 0.0% |
| 996 | Glassman Wealth Services#996 · 1 sh | 1 | $55.00 | 0.00% | 0.0% |
| 997 | Elequin Securities#997 · 163 sh | 163 | — | — | New |
| 998 | Quantum Portfolio Management#998 · 2,792 sh | 2,792 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.