MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 998
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | OF TOLEDO NA#501 · 10,424 sh | 10,424 | $570.1K | — | New |
| 502 | First National Bank of Hutchinson#502 · 28,583 sh | 28,583 | $568.5K | 0.31% | -5.7% |
| 503 | Garde Capital#503 · 10,318 sh | 10,318 | $564.3K | 0.03% | +0.3% |
| 504 | GTS SECURITIES#504 · 28,329 sh | 28,329 | $563.5K | 0.01% | -40.1% |
| 505 | Gemmer Asset Management#505 · 10,267 sh | 10,267 | $561.5K | — | +2.6% |
| 506 | Waverly Advisors#506 · 28,231 sh | 28,231 | $561.5K | <0.01% | -2.4% |
| 507 | NORDEN GROUP#507 · 28,189 sh | 28,189 | $560.7K | — | -26.3% |
| 508 | Livet Wealth#508 · 20,510 sh | 20,510 | $559.7K | — | -11.0% |
| 509 | SIGNATURE ESTATE & INVESTMENT ADVISORS#509 · 10,196 sh | 10,196 | $557.6K | — | +1.1% |
| 510 | Empowered Funds#510 · 17,026 sh | 17,026 | $546.4K | <0.01% | +197.1% |
| 511 | Wedmont Private Capital#511 · 25,222 sh | 25,222 | $546.1K | — | -13.0% |
| 512 | BlueStem Wealth Partners#512 · 9,977 sh | 9,977 | $545.6K | 0.05% | +21.9% |
| 513 | PRESILIUM PRIVATE WEALTH#513 · 9,958 sh | 9,958 | $544.6K | — | -4.2% |
| 514 | BLB&B Advisors#514 · 9,939 sh | 9,939 | $543.6K | 0.02% | -4.9% |
| 515 | Meridian Wealth Partners#515 · 9,831 sh | 9,831 | $537.7K | 0.07% | -0.6% |
| 516 | Third View Private Wealth#516 · 27,027 sh | 27,027 | $537.6K | 0.07% | -19.6% |
| 517 | RIVERSEDGE ADVISORS#517 · 26,910 sh | 26,910 | $535.2K | — | +31.1% |
| 518 | Pinnacle Wealth Planning Services#518 · 26,746 sh | 26,746 | $532.0K | 0.05% | -2.7% |
| 519 | 55 North Private Wealth#519 · 26,685 sh | 26,685 | $530.8K | — | +50.4% |
| 520 | Navigation Group#520 · 9,584 sh | 9,584 | $524.2K | 0.10% | +0.5% |
| 521 | PRIVATE NA#521 · 11,418 sh | 11,418 | $521.9K | — | -9.0% |
| 522 | RW Investment Management#522 · 9,474 sh | 9,474 | $518.2K | 0.05% | +4.8% |
| 523 | FLOW TRADERS U.S.#523 · 25,640 sh | 25,640 | $510.0K | 0.02% | New |
| 524 | IHT Wealth Management#524 · 25,606 sh | 25,606 | $509.3K | 0.01% | -11.4% |
| 525 | Onyx Bridge Wealth Group#525 · 9,308 sh | 9,308 | $509.1K | — | +31.0% |
| 526 | Plum Street Advisors#526 · 9,290 sh | 9,290 | $508.1K | 0.16% | +0.5% |
| 527 | Clearstead Advisors#527 · 25,413 sh | 25,413 | $505.5K | <0.01% | -50.0% |
| 528 | McAdam#528 · 9,229 sh | 9,229 | $504.7K | — | +4.3% |
| 529 | Alphadyne Asset Management#529 · 25,312 sh | 25,312 | $503.5K | <0.01% | New |
| 530 | SYM FINANCIAL#530 · 25,296 sh | 25,296 | $503.1K | — | +11.0% |
| 531 | May Hill Capital#531 · 25,283 sh | 25,283 | $502.9K | 0.10% | +13.0% |
| 532 | Gallacher Capital Management#532 · 25,262 sh | 25,262 | $502.5K | 0.28% | -36.3% |
| 533 | Transamerica Financial Advisors#533 · 20,283 sh | 20,283 | $497.1K | 0.04% | +4.8% |
| 534 | BARTLETT & WEALTH MANAGEMENT#534 · 9,758 sh | 9,758 | $493.7K | <0.01% | 0.0% |
| 535 | JACKSON THORNTON WEALTH MANAGEMENT#535 · 24,809 sh | 24,809 | $493.5K | 0.04% | +35.9% |
| 536 | TME FINANCIAL#536 · 9,000 sh | 9,000 | $492.2K | — | -4.4% |
| 537 | VERUS CAPITAL PARTNERS#537 · 16,290 sh | 16,290 | $490.7K | 0.03% | -8.4% |
| 538 | Fifth Third Wealth Advisors#538 · 16,951 sh | 16,951 | $488.8K | — | +44.2% |
| 539 | Hunter Perkins Capital Management#539 · 24,330 sh | 24,330 | $484.0K | 0.11% | -14.1% |
| 540 | Montecito Bank#540 · 8,837 sh | 8,837 | $483.3K | — | +8.6% |
| 541 | Community Bank, N.A.#541 · 11,282 sh | 11,282 | $481.1K | 0.05% | -0.6% |
| 542 | Cromwell#542 · 24,134 sh | 24,134 | $480.0K | 0.22% | 0.0% |
| 543 | J.Safra Asset Management#543 · 24,104 sh | 24,104 | $479.4K | 0.02% | +7.5% |
| 544 | Independent Advisor Alliance#544 · 24,049 sh | 24,049 | $478.3K | 0.01% | -23.0% |
| 545 | Csenge Advisory Group#545 · 15,881 sh | 15,881 | $475.9K | 0.02% | +221.8% |
| 546 | Argentarii#546 · 9,000 sh | 9,000 | $472.8K | 0.14% | 0.0% |
| 547 | Blueshift Asset Management#547 · 23,630 sh | 23,630 | $470.0K | 0.11% | New |
| 548 | Ronald Blue#548 · 23,606 sh | 23,606 | $469.5K | — | +2.9% |
| 549 | Keystone Financial Services#549 · 8,577 sh | 8,577 | $469.1K | 0.12% | -14.8% |
| 550 | Vestmark Advisory Solutions#550 · 23,422 sh | 23,422 | $465.9K | <0.01% | -6.3% |
| 551 | Great Diamond Partners#551 · 8,509 sh | 8,509 | $465.4K | — | +19.5% |
| 552 | Walkner Condon Financial Advisors#552 · 23,184 sh | 23,184 | $461.1K | 0.05% | +6.9% |
| 553 | AE Wealth Management#553 · 8,404 sh | 8,404 | $459.6K | <0.01% | +7.1% |
| 554 | Ascent Group#554 · 16,556 sh | 16,556 | $458.8K | 0.01% | +37.7% |
| 555 | EntryPoint Capital#555 · 23,031 sh | 23,031 | $458.1K | 0.11% | New |
| 556 | MOLLER WEALTH PARTNERS#556 · 8,256 sh | 8,256 | $451.5K | — | -0.7% |
| 557 | RED REEF ADVISORS#557 · 8,239 sh | 8,239 | $450.6K | 0.42% | +18.2% |
| 558 | Higgins & Schmidt Wealth Strategies#558 · 8,222 sh | 8,222 | $449.7K | — | -6.7% |
| 559 | NEW YORK STATE COMMON RETIREMENT FUND#559 · 22,367 sh | 22,367 | $444.9K | <0.01% | -28.1% |
| 560 | GenTrust#560 · 8,128 sh | 8,128 | $444.5K | 0.02% | 0.0% |
| 561 | SIGMA INVESTMENT COUNSELORS#561 · 8,024 sh | 8,024 | $438.8K | 0.02% | +1.9% |
| 562 | Richard P Slaughter Associates#562 · 7,945 sh | 7,945 | $434.5K | — | +20.3% |
| 563 | TWO SIGMA INVESTMENTS#563 · 21,600 sh | 21,600 | $429.6K | <0.01% | -14.3% |
| 564 | Williams & Novak#564 · 7,846 sh | 7,846 | $429.1K | — | 0.0% |
| 565 | Ellevest#565 · 169,106 sh | 169,106 | $428.8K | 0.05% | New |
| 566 | SIMPLEX TRADING#566 · 21,438 sh | 21,438 | $426.4K | <0.01% | New |
| 567 | TCG Advisory Services#567 · 21,409 sh | 21,409 | $425.8K | <0.01% | +43.9% |
| 568 | Per Stirling Capital Management#568 · 7,764 sh | 7,764 | $424.6K | 0.04% | -3.2% |
| 569 | BRADLEY FOSTER & SARGENT#569 · 7,667 sh | 7,667 | $419.3K | <0.01% | 0.0% |
| 570 | Gateway Wealth Partners#570 · 7,632 sh | 7,632 | $417.4K | 0.03% | -59.9% |
| 571 | Gibbs Wealth Management#571 · 20,857 sh | 20,857 | $414.8K | — | -9.1% |
| 572 | McCartney Wealth Management#572 · 7,563 sh | 7,563 | $413.6K | 0.31% | -2.9% |
| 573 | Hoxton Planning & Management#573 · 7,493 sh | 7,493 | $409.8K | — | -6.7% |
| 574 | YOUSIF CAPITAL MANAGEMENT#574 · 20,352 sh | 20,352 | $404.8K | — | -79.8% |
| 575 | SAX WEALTH ADVISORS#575 · 8,882 sh | 8,882 | $403.9K | — | +10.3% |
| 576 | Legacy Wealth Partners#576 · 20,154 sh | 20,154 | $400.9K | — | 0.0% |
| 577 | AdvisorNet Financial#577 · 7,496 sh | 7,496 | $397.5K | — | +29.4% |
| 578 | LifePlan Investment Advisors#578 · 7,207 sh | 7,207 | $394.2K | 0.14% | -28.2% |
| 579 | Cornerstone Financial Management#579 · 8,008 sh | 8,008 | $393.5K | 0.32% | +7.2% |
| 580 | Cornerstone Planning Group#580 · 8,618 sh | 8,618 | $393.3K | — | -2.3% |
| 581 | THEORY FINANCIAL#581 · 7,180 sh | 7,180 | $392.7K | 0.12% | -13.2% |
| 582 | Elwood & Goetz Wealth Advisory Group#582 · 7,164 sh | 7,164 | $391.8K | 0.06% | -4.3% |
| 583 | Nelson, Van Denburg & Campbell Wealth Management Group#583 · 7,161 sh | 7,161 | $391.6K | — | -14.0% |
| 584 | Choate Investment Advisors#584 · 19,666 sh | 19,666 | $391.2K | <0.01% | 0.0% |
| 585 | Ryan Investment Management#585 · 7,139 sh | 7,139 | $390.4K | — | +11.5% |
| 586 | Cypress Wealth Services#586 · 7,122 sh | 7,122 | $389.5K | — | -12.2% |
| 587 | NewEdge Wealth#587 · 19,465 sh | 19,465 | $387.2K | <0.01% | +9.1% |
| 588 | RHS Financial#588 · 7,067 sh | 7,067 | $386.5K | — | -9.5% |
| 589 | CoreCap Advisors#589 · 7,137 sh | 7,137 | $384.3K | — | -6.4% |
| 590 | ALTA CAPITAL MANAGEMENT#590 · 19,310 sh | 19,310 | $384.1K | — | -1.5% |
| 591 | MASSACHUSETTS FINANCIAL SERVICES#591 · 3,968 sh | 3,968 | $381.5K | <0.01% | New |
| 592 | Noble Wealth Partners#592 · 6,960 sh | 6,960 | $380.7K | 0.33% | — |
| 593 | Cranbrook Wealth Management#593 · 6,940 sh | 6,940 | $379.6K | 0.07% | +16.6% |
| 594 | CIBC Bancorp USA#594 · 19,048 sh | 19,048 | $378.9K | <0.01% | +25.3% |
| 595 | Knights of Columbus Asset Advisors#595 · 18,852 sh | 18,852 | $375.0K | 0.02% | -35.0% |
| 596 | Sharper & Granite#596 · 6,846 sh | 6,846 | $374.4K | 0.12% | -0.2% |
| 597 | Willow Creek Wealth Management#597 · 6,838 sh | 6,838 | $374.0K | — | — |
| 598 | CUTLER INVESTMENT COUNSEL#598 · 6,777 sh | 6,777 | $370.6K | 0.03% | -9.2% |
| 599 | Virtu Financial#599 · 18,502 sh | 18,502 | $368.0K | 0.01% | New |
| 600 | Crestwood Advisors Group#600 · 18,483 sh | 18,483 | $367.6K | <0.01% | +38.8% |
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.