MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 998
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Morling Financial Advisors#401 · 17,117 sh | 17,117 | $936.1K | 0.26% | -2.9% |
| 402 | Successful Portfolios#402 · 44,032 sh | 44,032 | $936.0K | — | 0.0% |
| 403 | Frec Markets#403 · 46,947 sh | 46,947 | $933.8K | 0.08% | +23.9% |
| 404 | World Investment Advisors#404 · 28,694 sh | 28,694 | $932.2K | 0.02% | -2.3% |
| 405 | Rehmann Capital Advisory Group#405 · 46,523 sh | 46,523 | $925.4K | 0.04% | -4.0% |
| 406 | OLIO Financial Planning#406 · 16,910 sh | 16,910 | $924.8K | — | -11.3% |
| 407 | BLAIR WILLIAM#407 · 46,380 sh | 46,380 | $922.5K | <0.01% | +6.6% |
| 408 | Prospera Financial Services#408 · 46,090 sh | 46,090 | $916.7K | 0.01% | -8.0% |
| 409 | BIRCHBROOK#409 · 16,567 sh | 16,567 | $906.1K | — | -4.2% |
| 410 | WHITTIER#410 · 16,461 sh | 16,461 | $889.7K | <0.01% | +1.6% |
| 411 | Capital Analysts#411 · 17,484 sh | 17,484 | $881.0K | 0.02% | -7.2% |
| 412 | PINNACLE ASSOCIATES LTD#412 · 44,166 sh | 44,166 | $878.5K | — | 0.0% |
| 413 | RFG Advisory#413 · 15,817 sh | 15,817 | $865.0K | 0.01% | -19.4% |
| 414 | Five Oceans Advisors#414 · 43,112 sh | 43,112 | $857.5K | — | 0.0% |
| 415 | Range Advisory#415 · 23,401 sh | 23,401 | $856.6K | 0.10% | +122.0% |
| 416 | West Family Investments#416 · 43,037 sh | 43,037 | $856.0K | 0.25% | +17.8% |
| 417 | Fund Evaluation Group#417 · 15,605 sh | 15,605 | $853.4K | 0.02% | 0.0% |
| 418 | RNC CAPITAL MANAGEMENT#418 · 42,830 sh | 42,830 | $851.9K | 0.04% | -22.9% |
| 419 | Cordatus Wealth Management#419 · 42,580 sh | 42,580 | $846.9K | — | +1.1% |
| 420 | Keel Point#420 · 15,376 sh | 15,376 | $840.9K | 0.05% | +0.6% |
| 421 | Ameraudi Asset Management#421 · 15,284 sh | 15,284 | $835.9K | 0.38% | -20.8% |
| 422 | White Lighthouse Investment Management#422 · 15,192 sh | 15,192 | $830.9K | — | -4.9% |
| 423 | Bridgewater Advisors#423 · 36,735 sh | 36,735 | $826.2K | 0.04% | +0.4% |
| 424 | Boston Standard Wealth Management#424 · 15,405 sh | 15,405 | $823.8K | — | -5.2% |
| 425 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#425 · 15,062 sh | 15,062 | $823.7K | — | 0.0% |
| 426 | Yukon Wealth Management#426 · 14,861 sh | 14,861 | $812.8K | 0.23% | +0.1% |
| 427 | Fort Point Capital Partners#427 · 14,603 sh | 14,603 | $798.6K | 0.06% | 0.0% |
| 428 | Optas#428 · 39,959 sh | 39,959 | $794.8K | 0.11% | +2.0% |
| 429 | HSBC PLC#429 · 21,092 sh | 21,092 | $792.2K | <0.01% | +75.2% |
| 430 | ANCHYRA PARTNERS#430 · 39,695 sh | 39,695 | $789.5K | — | +5.3% |
| 431 | HOWLAND CAPITAL MANAGEMENT#431 · 14,422 sh | 14,422 | $788.7K | — | -4.4% |
| 432 | Bleakley Financial Group#432 · 39,571 sh | 39,571 | $787.1K | 0.01% | +45.0% |
| 433 | Schneider Downs Wealth Management Advisors#433 · 14,388 sh | 14,388 | $786.9K | — | +2.9% |
| 434 | Shepherd Financial Partners#434 · 14,159 sh | 14,159 | $774.3K | 0.06% | -8.8% |
| 435 | Pinnacle Financial Partners#435 · 38,925 sh | 38,925 | $774.2K | <0.01% | -3.5% |
| 436 | KESTRA PRIVATE WEALTH SERVICES#436 · 14,154 sh | 14,154 | $774.1K | <0.01% | +11.2% |
| 437 | PFG Investments#437 · 14,079 sh | 14,079 | $770.0K | 0.03% | +4.0% |
| 438 | BRIGHTON JONES#438 · 27,383 sh | 27,383 | $762.1K | 0.01% | -4.0% |
| 439 | Ethos Financial Group#439 · 15,429 sh | 15,429 | $756.8K | 0.05% | +237.7% |
| 440 | SAGE RHINO CAPITAL#440 · 37,641 sh | 37,641 | $748.7K | 0.12% | -0.9% |
| 441 | Asset Dedication#441 · 14,442 sh | 14,442 | $747.9K | 0.05% | -9.1% |
| 442 | Sage Advisory Services, Ltd.#442 · 13,639 sh | 13,639 | $746.0K | 0.37% | -3.2% |
| 443 | PRINCIPAL SECURITIES#443 · 36,756 sh | 36,756 | $731.1K | <0.01% | -16.8% |
| 444 | Portland Global Advisors#444 · 13,275 sh | 13,275 | $726.0K | 0.07% | 0.0% |
| 445 | SEVEN MILE ADVISORY#445 · 22,257 sh | 22,257 | $724.7K | — | +57.6% |
| 446 | Summit Wealth Group#446 · 13,120 sh | 13,120 | $717.5K | 0.15% | -7.0% |
| 447 | ASPIRIANT#447 · 19,530 sh | 19,530 | $712.1K | — | +110.0% |
| 448 | Mount Yale Investment Advisors#448 · 28,612 sh | 28,612 | $710.6K | 0.01% | -8.6% |
| 449 | XPONANCE#449 · 35,644 sh | 35,644 | $709.0K | <0.01% | +115.0% |
| 450 | Marks Group Wealth Management#450 · 35,541 sh | 35,541 | $706.9K | 0.06% | -55.3% |
| 451 | Tortoise Investment Management#451 · 12,859 sh | 12,859 | $703.3K | 0.05% | -7.3% |
| 452 | Capital Advantage#452 · 12,805 sh | 12,805 | $700.3K | — | -0.5% |
| 453 | Lido Advisors#453 · 34,728 sh | 34,728 | $700.3K | <0.01% | +7.6% |
| 454 | Basecamp Wealth Advisors#454 · 30,853 sh | 30,853 | $700.0K | 0.13% | 0.0% |
| 455 | New England Private Wealth Advisors#455 · 12,736 sh | 12,736 | $696.5K | — | +0.7% |
| 456 | Focus Financial Network#456 · 12,583 sh | 12,583 | $688.2K | — | +8.7% |
| 457 | Pine Haven Investment Counsel#457 · 12,573 sh | 12,573 | $687.6K | 0.46% | +1.2% |
| 458 | STATE STREET#458 · 34,020 sh | 34,020 | $687.4K | 0.00% | 0.0% |
| 459 | Regal Investment Advisors#459 · 12,540 sh | 12,540 | $685.8K | 0.04% | -20.7% |
| 460 | BRANDYWINE OAK PRIVATE WEALTH#460 · 12,520 sh | 12,520 | $684.7K | — | -9.5% |
| 461 | A&I FINANCIAL SERVICES#461 · 12,506 sh | 12,506 | $684.0K | — | -3.1% |
| 462 | UMB Bank, n.a.#462 · 12,481 sh | 12,481 | $682.6K | <0.01% | -3.8% |
| 463 | Bell Investment Advisors#463 · 13,457 sh | 13,457 | $682.3K | 0.10% | -14.9% |
| 464 | SYON CAPITAL#464 · 33,982 sh | 33,982 | $675.9K | 0.03% | +7.0% |
| 465 | B. Riley Wealth Advisors#465 · 12,480 sh | 12,480 | $672.8K | — | +3.2% |
| 466 | Resonant Capital Advisors#466 · 33,415 sh | 33,415 | $672.3K | — | +9.9% |
| 467 | CGN Advisors#467 · 12,267 sh | 12,267 | $670.9K | — | +0.1% |
| 468 | Kingsview Wealth Management#468 · 23,402 sh | 23,402 | $670.4K | <0.01% | -0.5% |
| 469 | ZENITH SOLUTIONS#469 · 12,174 sh | 12,174 | $665.8K | — | — |
| 470 | MA Private Wealth#470 · 12,096 sh | 12,096 | $661.5K | 0.10% | 0.0% |
| 471 | Cetera Company, N.A#471 · 33,020 sh | 33,020 | $656.8K | 0.33% | 0.0% |
| 472 | Mountain Capital Investment Advisors#472 · 11,971 sh | 11,971 | $654.7K | 0.09% | New |
| 473 | Main Street Research#473 · 32,721 sh | 32,721 | $650.8K | 0.03% | +7.5% |
| 474 | ZRC WEALTH MANAGEMENT#474 · 12,685 sh | 12,685 | $649.6K | — | +11.3% |
| 475 | Shotwell Rutter Baer#475 · 11,873 sh | 11,873 | $649.3K | — | -4.4% |
| 476 | PENOBSCOT WEALTH MANAGEMENT#476 · 11,807 sh | 11,807 | $645.7K | — | +27.8% |
| 477 | TriaGen Wealth Management#477 · 11,737 sh | 11,737 | $641.9K | — | -0.5% |
| 478 | Wealthcare Advisory Partners#478 · 11,643 sh | 11,643 | $636.8K | — | -2.9% |
| 479 | Apollon Wealth Management#479 · 21,484 sh | 21,484 | $635.4K | — | -2.3% |
| 480 | Advisory Solutions Group#480 · 11,559 sh | 11,559 | $632.2K | — | — |
| 481 | Private Advisor Group#481 · 11,558 sh | 11,558 | $632.1K | <0.01% | -77.1% |
| 482 | Keebeck Wealth Management#482 · 22,490 sh | 22,490 | $626.2K | 0.06% | +35.2% |
| 483 | Midwest#483 · 11,440 sh | 11,440 | $625.7K | — | +13.8% |
| 484 | Sanibel Captiva Company#484 · 31,016 sh | 31,016 | $616.9K | 0.02% | +6.3% |
| 485 | Larson Financial Group#485 · 13,275 sh | 13,275 | $615.0K | 0.02% | +10.0% |
| 486 | Plancorp#486 · 11,820 sh | 11,820 | $610.3K | 0.01% | -10.0% |
| 487 | Entropy Technologies#487 · 30,537 sh | 30,537 | $607.4K | 0.02% | -49.1% |
| 488 | Connor, Clark & Lunn Investment Management Ltd.#488 · 30,425 sh | 30,425 | $605.2K | <0.01% | New |
| 489 | Cambridge Financial Group#489 · 11,065 sh | 11,065 | $605.1K | — | -4.2% |
| 490 | WASHINGTON BANK#490 · 10,916 sh | 10,916 | $597.0K | 0.04% | -0.9% |
| 491 | Private Wealth Management Group#491 · 10,902 sh | 10,902 | $596.2K | — | -37.2% |
| 492 | LIFELONG WEALTH ADVISORS#492 · 10,892 sh | 10,892 | $595.7K | — | -13.4% |
| 493 | E Fund Management (Hong Kong) , Ltd.#493 · 29,790 sh | 29,790 | $592.5K | 0.20% | New |
| 494 | E Fund Management , Ltd.#494 · 29,790 sh | 29,790 | $592.5K | 0.01% | New |
| 495 | FLAGSHIP HARBOR ADVISORS#495 · 10,782 sh | 10,782 | $589.7K | — | -3.3% |
| 496 | Stratos Wealth Partners, LTD.#496 · 17,213 sh | 17,213 | $586.3K | <0.01% | +139.4% |
| 497 | Swiss Life Asset Management Ltd#497 · 29,310 sh | 29,310 | $583.0K | <0.01% | -8.0% |
| 498 | CALIBER WEALTH MANAGEMENT, / KS#498 · 10,572 sh | 10,572 | $578.2K | 0.06% | +0.1% |
| 499 | Falcon Wealth Planning#499 · 10,517 sh | 10,517 | $575.2K | 0.04% | -19.7% |
| 500 | Xena Financial Planning#500 · 10,458 sh | 10,458 | $571.9K | — | -10.1% |
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.