MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 998
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Freestone Capital#601 · 6,721 sh | 6,721 | $367.6K | <0.01% | +1.0% |
| 602 | Warren Street Wealth Advisors#602 · 6,717 sh | 6,717 | $367.4K | 0.08% | -10.1% |
| 603 | Te Ahumairangi Investment Management Ltd#603 · 18,454 sh | 18,454 | $367.1K | 0.06% | -28.1% |
| 604 | Daiwa Securities Group#604 · 6,700 sh | 6,700 | $366.4K | <0.01% | New |
| 605 | CAPE ANN SAVINGS BANK#605 · 6,668 sh | 6,668 | $364.7K | 0.17% | +4.8% |
| 606 | Mattson Financial Services#606 · 16,404 sh | 16,404 | $363.0K | 0.08% | +1.4% |
| 607 | OLD NATIONAL BANCORP#607 · 18,201 sh | 18,201 | $362.0K | — | -1.7% |
| 608 | 180 WEALTH ADVISORS#608 · 18,181 sh | 18,181 | $361.6K | 0.04% | -5.4% |
| 609 | Topel & Distasi Wealth Management#609 · 6,607 sh | 6,607 | $361.3K | 0.17% | -7.9% |
| 610 | Winter & Associates#610 · 6,524 sh | 6,524 | $356.8K | — | New |
| 611 | Continuum Advisory#611 · 6,839 sh | 6,839 | $356.6K | 0.03% | -10.5% |
| 612 | Hughes Financial Services#612 · 6,512 sh | 6,512 | $356.1K | 0.05% | +1.2% |
| 613 | Sowell Financial Services#613 · 17,830 sh | 17,830 | $354.6K | — | +10.4% |
| 614 | Causey Wealth#614 · 6,462 sh | 6,462 | $353.4K | 0.14% | +0.5% |
| 615 | Tempus Wealth Planning#615 · 6,457 sh | 6,457 | $353.1K | — | +2.9% |
| 616 | Keener Financial Planning#616 · 6,451 sh | 6,451 | $352.0K | 0.13% | -0.1% |
| 617 | EVERPAR ADVISORS#617 · 17,644 sh | 17,644 | $350.9K | 0.10% | -7.4% |
| 618 | Peak Financial Management#618 · 6,412 sh | 6,412 | $350.7K | — | -1.3% |
| 619 | R. W. Roge & Company#619 · 6,365 sh | 6,365 | $348.0K | 0.15% | 0.0% |
| 620 | RETIREMENT INCOME SOLUTIONS#620 · 7,628 sh | 7,628 | $346.8K | 0.06% | 0.0% |
| 621 | MEYER HANDELMAN#621 · 17,550 sh | 17,550 | $346.3K | <0.01% | New |
| 622 | MOODY NATIONAL BANK DIVISION#622 · 17,351 sh | 17,351 | $345.1K | — | -7.6% |
| 623 | Athena Wealth Management#623 · 17,340 sh | 17,340 | $344.9K | — | New |
| 624 | WT Wealth Management#624 · 6,248 sh | 6,248 | $341.7K | — | -1.9% |
| 625 | Caitong International Asset Management , Ltd#625 · 17,068 sh | 17,068 | $339.5K | 0.05% | New |
| 626 | Capasso Planning Partners#626 · 6,187 sh | 6,187 | $338.4K | 0.17% | -0.1% |
| 627 | MARINO, STRAM & ASSOCIATES#627 · 6,124 sh | 6,124 | $334.9K | — | +0.7% |
| 628 | MLG Wealth Management DBA Pine Grove Financial Group#628 · 6,091 sh | 6,091 | $333.1K | — | -23.6% |
| 629 | SPINNAKER#629 · 6,061 sh | 6,061 | $331.5K | 0.02% | -0.2% |
| 630 | MOGY JOEL R INVESTMENT COUNSEL#630 · 6,037 sh | 6,037 | $330.2K | — | 0.0% |
| 631 | Bigelow Investment Advisors#631 · 5,975 sh | 5,975 | $326.8K | — | 0.0% |
| 632 | BINGHAM PRIVATE WEALTH#632 · 16,407 sh | 16,407 | $326.3K | 0.22% | +8.1% |
| 633 | LVW Advisors#633 · 16,389 sh | 16,389 | $326.0K | — | +48.0% |
| 634 | COZAD ASSET MANAGEMENT#634 · 16,227 sh | 16,227 | $322.8K | 0.02% | +5.8% |
| 635 | Sage Mountain Advisors#635 · 5,876 sh | 5,876 | $321.4K | 0.02% | 0.0% |
| 636 | Parkside Financial Bank#636 · 16,034 sh | 16,034 | $318.9K | — | +115.4% |
| 637 | Canopy Partners#637 · 15,989 sh | 15,989 | $318.0K | 0.10% | +7.5% |
| 638 | Armstrong, Fleming & Moore#638 · 5,786 sh | 5,786 | $316.4K | 0.10% | +0.1% |
| 639 | Prosperity Consulting Group#639 · 15,788 sh | 15,788 | $314.0K | 0.01% | New |
| 640 | West Wealth Group#640 · 5,718 sh | 5,718 | $312.7K | — | +9.2% |
| 641 | Strategic Blueprint#641 · 5,675 sh | 5,675 | $310.4K | — | +0.3% |
| 642 | Morton Brown Family Wealth#642 · 5,650 sh | 5,650 | $309.0K | — | -6.5% |
| 643 | W ADVISORS#643 · 5,639 sh | 5,639 | $308.4K | 0.14% | 0.0% |
| 644 | SmartHarvest Portfolios#644 · 15,339 sh | 15,339 | $305.1K | — | +6.6% |
| 645 | TD PRIVATE CLIENT WEALTH#645 · 8,399 sh | 8,399 | $304.2K | <0.01% | +18.6% |
| 646 | Financial Planning Fort Collins#646 · 5,661 sh | 5,661 | $302.4K | — | -4.6% |
| 647 | Brown Financial Advisors#647 · 15,124 sh | 15,124 | $300.8K | 0.10% | -0.6% |
| 648 | Asempa Wealth Advisors#648 · 5,479 sh | 5,479 | $299.7K | — | -0.3% |
| 649 | XXI WEALTH#649 · 15,018 sh | 15,018 | $298.7K | — | +11.7% |
| 650 | HBK Sorce Advisory#650 · 13,307 sh | 13,307 | $298.3K | <0.01% | +9.7% |
| 651 | KPP Advisory Services#651 · 5,453 sh | 5,453 | $298.2K | — | -1.3% |
| 652 | Financial Futures Ltd Liability#652 · 5,451 sh | 5,451 | $298.1K | — | -11.5% |
| 653 | ROGCO#653 · 5,398 sh | 5,398 | $295.2K | 0.09% | 0.0% |
| 654 | Dynamic Technology Lab Private Ltd#654 · 14,729 sh | 14,729 | $293.0K | 0.07% | New |
| 655 | Institute for Wealth Management#655 · 5,701 sh | 5,701 | $292.7K | 0.03% | +29.6% |
| 656 | FOUNDERS FINANCIAL SECURITIES#656 · 5,338 sh | 5,338 | $291.9K | 0.01% | -4.2% |
| 657 | Keystone Wealth Services#657 · 5,321 sh | 5,321 | $291.0K | 0.05% | 0.0% |
| 658 | Freedom Investment Management#658 · 5,284 sh | 5,284 | $289.0K | 0.08% | -6.7% |
| 659 | WEALTHGARDEN F.S.#659 · 5,278 sh | 5,278 | $288.7K | 0.16% | -16.9% |
| 660 | Rossby Financial, LCC#660 · 5,875 sh | 5,875 | $288.6K | 0.05% | -1.5% |
| 661 | DENALI ADVISORS#661 · 14,187 sh | 14,187 | $282.2K | 0.03% | -18.3% |
| 662 | Icon Wealth Advisors#662 · 14,133 sh | 14,133 | $281.1K | 0.02% | +25.0% |
| 663 | SAPIENT CAPITAL#663 · 13,914 sh | 13,914 | $280.3K | — | 0.0% |
| 664 | Bogart Wealth#664 · 5,300 sh | 5,300 | $280.1K | <0.01% | +1.3% |
| 665 | Old Peak Finance#665 · 5,094 sh | 5,094 | $278.6K | 0.13% | +0.4% |
| 666 | Bison Wealth#666 · 5,097 sh | 5,097 | $275.5K | — | +0.7% |
| 667 | Francis Financial#667 · 5,025 sh | 5,025 | $274.8K | 0.04% | New |
| 668 | COURIER CAPITAL#668 · 4,968 sh | 4,968 | $271.7K | — | -12.1% |
| 669 | Veridan Wealth#669 · 4,965 sh | 4,965 | $271.5K | 0.09% | -14.5% |
| 670 | Odyssey Group#670 · 4,961 sh | 4,961 | $271.3K | 0.07% | — |
| 671 | Etesian Wealth Advisors#671 · 4,953 sh | 4,953 | $270.9K | — | +2.3% |
| 672 | Armbruster Capital Management#672 · 4,900 sh | 4,900 | $268.0K | — | -2.0% |
| 673 | Fidelis Capital Partners#673 · 13,371 sh | 13,371 | $265.9K | 0.02% | +14.2% |
| 674 | WRAPMANAGER#674 · 13,364 sh | 13,364 | $265.8K | 0.08% | -5.6% |
| 675 | Bangor Savings Bank#675 · 5,132 sh | 5,132 | $265.7K | — | +1.8% |
| 676 | CIDEL ASSET MANAGEMENT#676 · 13,323 sh | 13,323 | $265.0K | 0.01% | New |
| 677 | PFG Advisors#677 · 4,843 sh | 4,843 | $264.9K | — | -6.6% |
| 678 | Gladstone Institutional Advisory#678 · 4,842 sh | 4,842 | $264.8K | <0.01% | -20.1% |
| 679 | Elmwood Wealth Management#679 · 4,810 sh | 4,810 | $263.1K | — | 0.0% |
| 680 | PLANNING ALTERNATIVES LTD#680 · 4,788 sh | 4,788 | $261.9K | 0.03% | -0.7% |
| 681 | CFM WEALTH PARTNERS#681 · 4,739 sh | 4,739 | $259.2K | 0.03% | -28.8% |
| 682 | Heritage Family Offices, LLP#682 · 4,733 sh | 4,733 | $258.8K | 0.10% | New |
| 683 | Pacific Excel Wealth Advisors#683 · 4,733 sh | 4,733 | $258.8K | 0.10% | New |
| 684 | Stonebrook Private#684 · 13,006 sh | 13,006 | $258.7K | 0.05% | New |
| 685 | Frank, Rimerman Advisors#685 · 12,958 sh | 12,958 | $257.7K | — | -1.6% |
| 686 | PALLADIEM#686 · 12,918 sh | 12,918 | $256.9K | 0.25% | -24.9% |
| 687 | EFG International AG#687 · 5,066 sh | 5,066 | $255.7K | <0.01% | +109.0% |
| 688 | VALLEY NATIONAL ADVISERS#688 · 4,669 sh | 4,669 | $255.4K | — | -0.1% |
| 689 | Worth Financial Advisory Group#689 · 4,659 sh | 4,659 | $254.8K | — | New |
| 690 | Pallas Capital Advisors#690 · 12,753 sh | 12,753 | $253.7K | <0.01% | New |
| 691 | LODESTAR PRIVATE ASSET MANAGEMENT#691 · 4,622 sh | 4,622 | $252.8K | — | -2.3% |
| 692 | Independent Solutions Wealth Management#692 · 12,692 sh | 12,692 | $252.4K | 0.03% | 0.0% |
| 693 | Eagle Bay Advisors#693 · 12,504 sh | 12,504 | $251.9K | — | +10.3% |
| 694 | True Link Financial Advisors#694 · 4,605 sh | 4,605 | $251.8K | 0.01% | -8.5% |
| 695 | JB Capital#695 · 4,604 sh | 4,604 | $251.8K | — | -19.1% |
| 696 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#696 · 4,600 sh | 4,600 | $251.6K | 0.01% | 0.0% |
| 697 | J.W. COLE ADVISORS#697 · 4,590 sh | 4,590 | $251.0K | <0.01% | -11.5% |
| 698 | Oregon Pacific Wealth Management#698 · 4,575 sh | 4,575 | $250.2K | — | -22.3% |
| 699 | Plan A Wealth#699 · 4,489 sh | 4,489 | $245.5K | — | 0.0% |
| 700 | Coastal Bridge Advisors#700 · 12,212 sh | 12,212 | $242.9K | 0.01% | +4.4% |
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.