MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 998
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | RENAISSANCE TECHNOLOGIES#301 · 27,600 sh | 27,600 | $1.5M | <0.01% | -63.8% |
| 302 | Venturi Wealth Management#302 · 64,067 sh | 64,067 | $1.5M | 0.06% | +11.4% |
| 303 | ABN AMRO INVESTMENT SOLUTIONS#303 · 75,200 sh | 75,200 | $1.5M | — | -34.5% |
| 304 | NOTTINGHAM ADVISORS#304 · 29,290 sh | 29,290 | $1.5M | 0.18% | -5.6% |
| 305 | Dynasty Wealth Management#305 · 74,982 sh | 74,982 | $1.5M | 0.01% | +24.9% |
| 306 | EQ#306 · 27,251 sh | 27,251 | $1.5M | 0.37% | -10.3% |
| 307 | COLDSTREAM CAPITAL MANAGEMENT#307 · 51,034 sh | 51,034 | $1.5M | 0.02% | +3.2% |
| 308 | Torren Management#308 · 27,109 sh | 27,109 | $1.5M | 0.75% | -0.3% |
| 309 | SAGE FINANCIAL GROUP#309 · 26,784 sh | 26,784 | $1.5M | 0.08% | +2.8% |
| 310 | GAMMA Investing#310 · 71,971 sh | 71,971 | $1.5M | — | +17.2% |
| 311 | GRIMES & WEALTH MANAGEMENT#311 · 26,763 sh | 26,763 | $1.5M | 0.03% | -2.7% |
| 312 | CANANDAIGUA NATIONAL BANK#312 · 26,652 sh | 26,652 | $1.5M | — | — |
| 313 | MGO ONE SEVEN#313 · 40,962 sh | 40,962 | $1.4M | 0.02% | -5.5% |
| 314 | Weil Company#314 · 26,393 sh | 26,393 | $1.4M | — | -6.2% |
| 315 | Physician Wealth Advisors#315 · 27,577 sh | 27,577 | $1.4M | — | +2.8% |
| 316 | WESBANCO BANK#316 · 26,382 sh | 26,382 | $1.4M | 0.04% | -5.7% |
| 317 | Concurrent Investment Advisors#317 · 40,666 sh | 40,666 | $1.4M | — | +33.3% |
| 318 | Calamos Wealth Management#318 · 71,435 sh | 71,435 | $1.4M | 0.04% | -8.1% |
| 319 | Maia Wealth#319 · 25,612 sh | 25,612 | $1.4M | — | -3.0% |
| 320 | Johnson Financial Group#320 · 25,427 sh | 25,427 | $1.4M | 0.05% | -6.8% |
| 321 | SigFig Wealth Management#321 · 25,545 sh | 25,545 | $1.4M | — | -18.7% |
| 322 | Balanced Rock Investment Advisors#322 · 25,159 sh | 25,159 | $1.4M | 0.86% | -6.7% |
| 323 | Abel Hall#323 · 69,120 sh | 69,120 | $1.4M | — | +2.2% |
| 324 | Versant Capital Management#324 · 68,945 sh | 68,945 | $1.4M | — | -0.7% |
| 325 | Trilogy Capital#325 · 25,047 sh | 25,047 | $1.4M | — | -2.2% |
| 326 | Cresset Asset Management#326 · 35,644 sh | 35,644 | $1.4M | <0.01% | -28.5% |
| 327 | Harbour Capital Advisors#327 · 62,360 sh | 62,360 | $1.4M | — | +0.6% |
| 328 | RTD Financial Advisors#328 · 24,595 sh | 24,595 | $1.3M | — | -1.2% |
| 329 | Hardy Reed#329 · 40,026 sh | 40,026 | $1.3M | 0.09% | -1.4% |
| 330 | McKinley Carter Wealth Services#330 · 24,162 sh | 24,162 | $1.3M | — | +1.8% |
| 331 | Amundi#331 · 24,115 sh | 24,115 | $1.3M | <0.01% | 0.0% |
| 332 | Checchi Capital Advisers#332 · 66,298 sh | 66,298 | $1.3M | 0.06% | -1.0% |
| 333 | WEDBUSH SECURITIES#333 · 31,603 sh | 31,603 | $1.3M | — | +5.7% |
| 334 | WESTWOOD GROUP#334 · 65,701 sh | 65,701 | $1.3M | <0.01% | -0.1% |
| 335 | Mutual Advisors#335 · 23,849 sh | 23,849 | $1.3M | 0.02% | +3.6% |
| 336 | OPPENHEIMER#336 · 48,812 sh | 48,812 | $1.3M | — | New |
| 337 | AXXCESS WEALTH MANAGEMENT#337 · 23,493 sh | 23,493 | $1.3M | — | New |
| 338 | EWA#338 · 64,047 sh | 64,047 | $1.3M | 0.23% | -2.7% |
| 339 | BALLAST ADVISORS#339 · 63,069 sh | 63,069 | $1.3M | 0.30% | 0.0% |
| 340 | Greykasell Wealth Strategies#340 · 22,782 sh | 22,782 | $1.2M | 0.45% | -6.3% |
| 341 | LFA - Lugano Financial Advisors SA#341 · 22,721 sh | 22,721 | $1.2M | 0.75% | 0.0% |
| 342 | Snowden Capital Advisors#342 · 34,507 sh | 34,507 | $1.2M | 0.03% | +0.7% |
| 343 | PDS Planning#343 · 37,506 sh | 37,506 | $1.2M | 0.07% | -0.2% |
| 344 | Valeo Financial Advisors#344 · 45,212 sh | 45,212 | $1.2M | — | +12.5% |
| 345 | Limestone Investment Advisors#345 · 59,213 sh | 59,213 | $1.2M | 0.09% | 0.0% |
| 346 | CENTRAL#346 · 21,633 sh | 21,633 | $1.2M | 0.02% | -2.6% |
| 347 | OpenArc Corporate Advisory#347 · 30,803 sh | 30,803 | $1.2M | — | -10.6% |
| 348 | GLENMEDE NA#348 · 48,695 sh | 48,695 | $1.2M | <0.01% | +1.3% |
| 349 | Portside Wealth Group#349 · 57,447 sh | 57,447 | $1.1M | — | -10.6% |
| 350 | ONE WEALTH CAPITAL MANAGEMENT#350 · 42,062 sh | 42,062 | $1.1M | — | +61.2% |
| 351 | Modern Wealth Management#351 · 27,367 sh | 27,367 | $1.1M | 0.01% | +13.0% |
| 352 | Trust Co#352 · 20,805 sh | 20,805 | $1.1M | — | -5.1% |
| 353 | Mascoma Wealth Management#353 · 20,620 sh | 20,620 | $1.1M | — | +11.0% |
| 354 | Brooklyn FI#354 · 21,640 sh | 21,640 | $1.1M | 0.21% | +4.1% |
| 355 | GOULD ASSET MANAGEMENT#355 · 20,599 sh | 20,599 | $1.1M | 0.18% | -1.9% |
| 356 | EverSource Wealth Advisors#356 · 42,137 sh | 42,137 | $1.1M | 0.04% | +250.6% |
| 357 | DAVENPORT#357 · 56,382 sh | 56,382 | $1.1M | — | -0.1% |
| 358 | Western Wealth Management#358 · 20,386 sh | 20,386 | $1.1M | 0.04% | -0.2% |
| 359 | Dorsey & Whitney#359 · 49,347 sh | 49,347 | $1.1M | 0.05% | +7.8% |
| 360 | Umpqua Bank#360 · 20,210 sh | 20,210 | $1.1M | 0.25% | New |
| 361 | Kathmere Capital Management#361 · 55,562 sh | 55,562 | $1.1M | — | +22.5% |
| 362 | InTrack Investment Management#362 · 55,301 sh | 55,301 | $1.1M | — | +34.3% |
| 363 | Jordan Park Group#363 · 20,089 sh | 20,089 | $1.1M | 0.06% | 0.0% |
| 364 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#364 · 54,840 sh | 54,840 | $1.1M | <0.01% | -52.3% |
| 365 | HUNTINGTON NATIONAL BANK#365 · 25,667 sh | 25,667 | $1.1M | <0.01% | +2.1% |
| 366 | Storgate#366 · 54,550 sh | 54,550 | $1.1M | 0.23% | +157.0% |
| 367 | SageView Advisory Group#367 · 19,668 sh | 19,668 | $1.1M | 0.04% | -14.1% |
| 368 | REGATTA CAPITAL GROUP#368 · 19,609 sh | 19,609 | $1.1M | — | +0.8% |
| 369 | Van Hulzen Asset Management#369 · 19,514 sh | 19,514 | $1.1M | 0.08% | -11.3% |
| 370 | Decker Retirement Planning#370 · 19,462 sh | 19,462 | $1.1M | — | +6.4% |
| 371 | PERSONAL CFO SOLUTIONS#371 · 52,479 sh | 52,479 | $1.1M | 0.15% | -2.1% |
| 372 | Connecticut Wealth Management#372 · 19,372 sh | 19,372 | $1.1M | — | +6.1% |
| 373 | Linden Thomas Advisory Services#373 · 52,854 sh | 52,854 | $1.1M | — | +4.0% |
| 374 | Diversified Enterprises#374 · 19,075 sh | 19,075 | $1.0M | — | +0.1% |
| 375 | BROWN BROTHERS HARRIMAN#375 · 28,416 sh | 28,416 | $1.0M | <0.01% | +55.0% |
| 376 | LOUISBOURG INVESTMENTS#376 · 52,032 sh | 52,032 | $1.0M | — | 0.0% |
| 377 | Summit Trail Advisors#377 · 51,942 sh | 51,942 | $1.0M | 0.01% | -0.5% |
| 378 | Traveka Wealth#378 · 42,854 sh | 42,854 | $1.0M | — | -0.5% |
| 379 | Madrid Wealth Management#379 · 18,478 sh | 18,478 | $1.0M | — | -4.4% |
| 380 | Annis Gardner Whiting Capital Advisors#380 · 18,470 sh | 18,470 | $1.0M | 0.15% | -15.9% |
| 381 | Facet Wealth#381 · 25,922 sh | 25,922 | $999.1K | 0.01% | +114.6% |
| 382 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#382 · 50,000 sh | 50,000 | $994.5K | — | New |
| 383 | Krilogy Financial#383 · 18,172 sh | 18,172 | $993.8K | — | 0.0% |
| 384 | Fiera Capital#384 · 49,692 sh | 49,692 | $988.4K | <0.01% | +17.2% |
| 385 | Foster Group#385 · 30,934 sh | 30,934 | $987.6K | — | +5.3% |
| 386 | Prism Advisors#386 · 18,021 sh | 18,021 | $985.6K | — | 0.0% |
| 387 | Themes Management#387 · 49,262 sh | 49,262 | $979.8K | 0.65% | -13.0% |
| 388 | Point#388 · 49,093 sh | 49,093 | $976.5K | 0.08% | +1.5% |
| 389 | Bond & Devick Financial Network#389 · 17,828 sh | 17,828 | $975.0K | — | +5.9% |
| 390 | Aureum Wealth Management#390 · 17,779 sh | 17,779 | $972.3K | — | +4.2% |
| 391 | Aprio Wealth Management#391 · 48,834 sh | 48,834 | $971.3K | 0.05% | +11.1% |
| 392 | Henshaw Capital#392 · 48,563 sh | 48,563 | $965.9K | 0.03% | 0.0% |
| 393 | MainStreet Investment Advisors#393 · 17,510 sh | 17,510 | $957.6K | 0.13% | -2.3% |
| 394 | ATLAS CAPITAL ADVISORS#394 · 48,078 sh | 48,078 | $956.3K | 0.10% | +20.8% |
| 395 | Burns Matteson Capital Management#395 · 47,835 sh | 47,835 | $951.4K | — | -2.3% |
| 396 | Napier Financial#396 · 17,366 sh | 17,366 | $949.7K | 0.20% | -2.4% |
| 397 | MassMutual Private Wealth & , FSB#397 · 17,310 sh | 17,310 | $946.7K | — | -3.4% |
| 398 | Benchmark Financial#398 · 17,243 sh | 17,243 | $943.0K | — | +11.2% |
| 399 | DMC Group#399 · 47,239 sh | 47,239 | $939.6K | — | -10.0% |
| 400 | Diversified#400 · 24,726 sh | 24,726 | $936.3K | 0.01% | +1.1% |
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.