MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. 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 101–200 of 998
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Rockefeller Capital Management L.P.#101 · 315,252 sh | 315,252 | $9.2M | 0.01% | +5.6% |
| 102 | PRINCIPAL FINANCIAL GROUP#102 · 166,631 sh | 166,631 | $9.1M | <0.01% | 0.0% |
| 103 | Intergy Private Wealth#103 · 163,205 sh | 163,205 | $8.9M | — | +0.5% |
| 104 | NewEdge Advisors#104 · 202,446 sh | 202,446 | $8.9M | 0.03% | New |
| 105 | Modera Wealth Management#105 · 155,700 sh | 155,700 | $8.5M | 0.09% | +0.2% |
| 106 | Cambridge Investment Research Advisors#106 · 166,622 sh | 166,622 | $8.5M | 0.02% | -41.6% |
| 107 | Orion Porfolio Solutions#107 · 333,347 sh | 333,347 | $8.4M | 0.06% | -14.1% |
| 108 | OXFORD FINANCIAL GROUP, LTD.#108 · 153,284 sh | 153,284 | $8.4M | 0.42% | -2.6% |
| 109 | BNP PARIBAS FINANCIAL MARKETS#109 · 418,348 sh | 418,348 | $8.3M | <0.01% | -58.4% |
| 110 | Corient Private Wealth#110 · 253,213 sh | 253,213 | $8.2M | 0.01% | -38.6% |
| 111 | Guardian Partners#111 · 406,684 sh | 406,684 | $8.1M | — | -27.1% |
| 112 | Stanich Group#112 · 147,616 sh | 147,616 | $8.1M | — | +4.1% |
| 113 | BAILARD#113 · 216,348 sh | 216,348 | $7.9M | — | 0.0% |
| 114 | Moran Wealth Management#114 · 383,724 sh | 383,724 | $7.6M | — | -27.3% |
| 115 | Russell Investments Group, Ltd.#115 · 374,478 sh | 374,478 | $7.6M | <0.01% | +27.0% |
| 116 | ALLIANZ SE#116 · 378,000 sh | 378,000 | $7.5M | 0.08% | +48.2% |
| 117 | Qube Research & Technologies Ltd#117 · 373,090 sh | 373,090 | $7.4M | <0.01% | +119.6% |
| 118 | Steward Partners Investment Advisory#118 · 147,685 sh | 147,685 | $7.4M | 0.04% | +10.5% |
| 119 | WILEY BROS.-AINTREE CAPITAL#119 · 235,148 sh | 235,148 | $7.1M | 0.03% | +13.9% |
| 120 | BALDWIN WEALTH PARTNERS#120 · 130,114 sh | 130,114 | $7.1M | — | +1.7% |
| 121 | HRT FINANCIAL#121 · 354,111 sh | 354,111 | $7.0M | 0.02% | +1768.8% |
| 122 | Laurel Wealth Planning#122 · 128,745 sh | 128,745 | $7.0M | 3.12% | -2.6% |
| 123 | EAGLE GLOBAL ADVISORS#123 · 352,839 sh | 352,839 | $7.0M | 0.23% | -0.4% |
| 124 | THRIVENT FINANCIAL FOR LUTHERANS#124 · 140,400 sh | 140,400 | $7.0M | 0.01% | -4.2% |
| 125 | Janney Montgomery Scott#125 · 191,610 sh | 191,610 | $6.9M | 0.01% | -10.1% |
| 126 | AUGUSTINE ASSET MANAGEMENT#126 · 346,501 sh | 346,501 | $6.9M | — | -1.1% |
| 127 | Sanctuary Advisors#127 · 254,135 sh | 254,135 | $6.8M | 0.03% | -0.5% |
| 128 | BROWN ADVISORY#128 · 123,954 sh | 123,954 | $6.8M | 0.01% | 0.0% |
| 129 | MILLENNIUM MANAGEMENT#129 · 337,163 sh | 337,163 | $6.7M | <0.01% | +2648.8% |
| 130 | BAMCO#130 · 336,533 sh | 336,533 | $6.7M | 0.01% | 0.0% |
| 131 | MAI Capital Management#131 · 142,942 sh | 142,942 | $6.7M | 0.03% | +374.6% |
| 132 | ALESCO ADVISORS#132 · 121,454 sh | 121,454 | $6.6M | 0.15% | +0.1% |
| 133 | Allworth Financial#133 · 133,027 sh | 133,027 | $6.6M | 0.03% | -0.5% |
| 134 | Pekin Hardy Strauss#134 · 319,874 sh | 319,874 | $6.4M | 0.56% | +3.3% |
| 135 | RITHOLTZ WEALTH MANAGEMENT#135 · 303,324 sh | 303,324 | $6.4M | 0.09% | +5.2% |
| 136 | FACTORY MUTUAL INSURANCE#136 · 315,464 sh | 315,464 | $6.3M | 0.06% | -20.0% |
| 137 | SIGNATUREFD#137 · 310,185 sh | 310,185 | $6.3M | — | +5.3% |
| 138 | Callan Family Office#138 · 314,107 sh | 314,107 | $6.2M | 0.12% | -0.1% |
| 139 | PRICE T ROWE ASSOCIATES#139 · 314,015 sh | 314,015 | $6.2M | <0.01% | -6.6% |
| 140 | Nuveen#140 · 311,854 sh | 311,854 | $6.2M | <0.01% | New |
| 141 | Diversify Advisory Services#141 · 239,488 sh | 239,488 | $6.0M | — | New |
| 142 | DIVERSIFY WEALTH MANAGEMENT#142 · 239,488 sh | 239,488 | $6.0M | — | -3.1% |
| 143 | Naviter Wealth#143 · 297,300 sh | 297,300 | $6.0M | 0.54% | +26.1% |
| 144 | Gradient Investments#144 · 301,721 sh | 301,721 | $6.0M | — | +5.7% |
| 145 | WEALTH ENHANCEMENT ADVISORY SERVICES#145 · 140,865 sh | 140,865 | $6.0M | — | +29.3% |
| 146 | Quent Capital#146 · 107,947 sh | 107,947 | $5.9M | 0.36% | -1.7% |
| 147 | Henry James International Management#147 · 296,712 sh | 296,712 | $5.9M | — | +23.6% |
| 148 | KEYBANK NATIONAL ASSOCIATION#148 · 202,958 sh | 202,958 | $5.8M | 0.02% | +17.3% |
| 149 | BRASADA CAPITAL MANAGEMENT#149 · 0 sh | 0 | $5.8M | 1.04% | -100.0% |
| 150 | Farther Finance Advisors#150 · 166,932 sh | 166,932 | $5.7M | — | +10.7% |
| 151 | BESSEMER GROUP#151 · 285,918 sh | 285,918 | $5.7M | <0.01% | +3.4% |
| 152 | ASSETMARK#152 · 137,190 sh | 137,190 | $5.7M | — | -10.4% |
| 153 | Compound Planning#153 · 232,945 sh | 232,945 | $5.6M | 0.15% | +12.9% |
| 154 | Wealthspire Advisors#154 · 101,665 sh | 101,665 | $5.6M | 0.03% | -16.8% |
| 155 | CAPTRUST FINANCIAL ADVISORS#155 · 184,397 sh | 184,397 | $5.5M | <0.01% | -51.4% |
| 156 | NORTHSTAR ASSET MANAGEMENT#156 · 100,200 sh | 100,200 | $5.5M | 1.61% | +26.2% |
| 157 | Financial Engines Advisors L.L.C.#157 · 95,940 sh | 95,940 | $5.2M | <0.01% | -4.2% |
| 158 | EVERGREEN CAPITAL MANAGEMENT#158 · 240,137 sh | 240,137 | $5.2M | — | +25.3% |
| 159 | High Note Wealth#159 · 94,530 sh | 94,530 | $5.2M | 0.88% | -0.1% |
| 160 | GeoWealth Management#160 · 143,012 sh | 143,012 | $5.2M | 0.16% | -0.7% |
| 161 | Mirae Asset Global Investments , Ltd.#161 · 92,730 sh | 92,730 | $5.1M | <0.01% | -11.7% |
| 162 | Atria Investments#162 · 242,659 sh | 242,659 | $5.1M | — | -11.6% |
| 163 | Sand Hill Global Advisors#163 · 92,355 sh | 92,355 | $5.1M | 0.15% | -11.6% |
| 164 | OSAIC#164 · 163,901 sh | 163,901 | $4.9M | <0.01% | +14.1% |
| 165 | CABOT WEALTH MANAGEMENT#165 · 88,811 sh | 88,811 | $4.9M | 0.49% | +39.2% |
| 166 | RHUMBLINE ADVISERS#166 · 228,609 sh | 228,609 | $4.5M | <0.01% | +8.7% |
| 167 | UNITED CAPITAL FINANCIAL ADVISORS#167 · 157,279 sh | 157,279 | $4.4M | 0.02% | -5.1% |
| 168 | HB Wealth Management#168 · 138,849 sh | 138,849 | $4.4M | — | +4.7% |
| 169 | Centennial Bank#169 · 80,250 sh | 80,250 | $4.4M | 1.41% | +1.1% |
| 170 | Laird Norton Wetherby Company#170 · 203,582 sh | 203,582 | $4.3M | 0.08% | -0.5% |
| 171 | AlTi Global#171 · 93,277 sh | 93,277 | $4.3M | 0.09% | +6.5% |
| 172 | North Berkeley Wealth Management#172 · 77,840 sh | 77,840 | $4.3M | 1.72% | +44.0% |
| 173 | RAFFA WEALTH MANAGEMENT#173 · 75,966 sh | 75,966 | $4.2M | 0.52% | +2.5% |
| 174 | Integrated Wealth Concepts#174 · 125,967 sh | 125,967 | $4.1M | 0.02% | +16.4% |
| 175 | Equitable#175 · 74,722 sh | 74,722 | $4.1M | 0.02% | +67.5% |
| 176 | IEQ CAPITAL#176 · 203,057 sh | 203,057 | $4.0M | 0.02% | +15.5% |
| 177 | CHOREO#177 · 142,294 sh | 142,294 | $4.0M | 0.04% | +4.2% |
| 178 | Caprock Group#178 · 183,283 sh | 183,283 | $4.0M | 0.08% | +2.5% |
| 179 | TORONTO DOMINION BANK#179 · 199,997 sh | 199,997 | $4.0M | <0.01% | -94.2% |
| 180 | Perigon Wealth Management#180 · 82,341 sh | 82,341 | $3.9M | — | +4.1% |
| 181 | Baird Financial Group#181 · 70,631 sh | 70,631 | $3.9M | <0.01% | -2.1% |
| 182 | HOHIMER WEALTH MANAGEMENT#182 · 193,699 sh | 193,699 | $3.9M | 0.38% | New |
| 183 | Robertson Stephens Wealth Management#183 · 70,005 sh | 70,005 | $3.8M | — | +7.3% |
| 184 | Atomic Invest#184 · 70,239 sh | 70,239 | $3.8M | 0.33% | +2130.5% |
| 185 | Apella Capital#185 · 70,927 sh | 70,927 | $3.7M | — | -0.6% |
| 186 | MITCHELL CAPITAL MANAGEMENT#186 · 176,188 sh | 176,188 | $3.5M | 0.53% | +0.1% |
| 187 | Altman Advisors#187 · 176,171 sh | 176,171 | $3.5M | 1.26% | -0.6% |
| 188 | Koss-Olinger Consulting#188 · 61,944 sh | 61,944 | $3.4M | 0.26% | +0.9% |
| 189 | BOKF, NA#189 · 61,437 sh | 61,437 | $3.4M | 0.05% | -0.6% |
| 190 | HARBOUR INVESTMENTS#190 · 62,157 sh | 62,157 | $3.3M | 0.04% | +2.1% |
| 191 | Aaron Wealth Advisors#191 · 156,320 sh | 156,320 | $3.3M | — | +7.0% |
| 192 | FRANKLIN RESOURCES#192 · 96,106 sh | 96,106 | $3.3M | <0.01% | -2.0% |
| 193 | Sumitomo Mitsui#193 · 163,549 sh | 163,549 | $3.3M | <0.01% | +8.2% |
| 194 | SOFI WEALTH#194 · 59,148 sh | 59,148 | $3.2M | — | +24.9% |
| 195 | CRUX WEALTH ADVISORS#195 · 59,144 sh | 59,144 | $3.2M | 1.12% | -2.6% |
| 196 | Myriad Asset Management Advisors#196 · 161,926 sh | 161,926 | $3.2M | 0.76% | New |
| 197 | Parallel Advisors#197 · 98,806 sh | 98,806 | $3.2M | 0.05% | +1.0% |
| 198 | Archer Investment Management#198 · 58,417 sh | 58,417 | $3.2M | — | -2.5% |
| 199 | TRUE BLUE FINANCIAL#199 · 58,081 sh | 58,081 | $3.2M | — | +36.9% |
| 200 | Wescott Financial Advisory Group#200 · 58,079 sh | 58,079 | $3.2M | 0.25% | -1.5% |
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.