MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 998
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Sunpointe#701 · 12,204 sh | 12,204 | $242.7K | — | 0.0% |
| 702 | BAKER TILLY WEALTH MANAGEMENT#702 · 12,152 sh | 12,152 | $241.7K | — | -20.3% |
| 703 | Patriot Financial Group Insurance Agency#703 · 4,415 sh | 4,415 | $241.5K | — | -56.7% |
| 704 | Eley Financial Management#704 · 4,398 sh | 4,398 | $240.5K | 0.08% | New |
| 705 | Addison Advisors#705 · 5,237 sh | 5,237 | $240.4K | 0.11% | -67.6% |
| 706 | Leverty Financial Group#706 · 4,393 sh | 4,393 | $240.3K | — | New |
| 707 | Gen-Wealth Partners#707 · 4,387 sh | 4,387 | $239.9K | 0.07% | -11.6% |
| 708 | Texas Capital Bank Wealth Management Services#708 · 12,024 sh | 12,024 | $239.2K | 0.01% | 0.0% |
| 709 | 1ST SOURCE BANK#709 · 4,364 sh | 4,364 | $238.7K | 0.01% | -1.3% |
| 710 | DeDora Capital#710 · 4,362 sh | 4,362 | $238.6K | — | New |
| 711 | MBE Wealth Management#711 · 4,339 sh | 4,339 | $237.3K | — | -14.8% |
| 712 | Hilltop#712 · 11,925 sh | 11,925 | $237.2K | 0.02% | 0.0% |
| 713 | Tradition Wealth Management#713 · 4,328 sh | 4,328 | $236.7K | 0.01% | -1.9% |
| 714 | BRANDES INVESTMENT PARTNERS#714 · 11,894 sh | 11,894 | $236.6K | <0.01% | -4.0% |
| 715 | WINDWARD CAPITAL MANAGEMENT#715 · 11,817 sh | 11,817 | $235.0K | 0.02% | -1.6% |
| 716 | DWR WEALTH MANAGEMENT#716 · 4,336 sh | 4,336 | $233.8K | — | New |
| 717 | SK Wealth Management#717 · 4,466 sh | 4,466 | $233.7K | 0.05% | +0.7% |
| 718 | Symmetry Partners#718 · 4,272 sh | 4,272 | $233.6K | — | New |
| 719 | Fingerlakes Wealth Management#719 · 4,247 sh | 4,247 | $232.3K | 0.13% | New |
| 720 | CARY STREET PARTNERS INVESTMENT ADVISORY#720 · 11,664 sh | 11,664 | $232.0K | 0.05% | +9.3% |
| 721 | ENDEAVOR PRIVATE WEALTH#721 · 4,217 sh | 4,217 | $230.6K | 0.06% | -16.2% |
| 722 | Sepio Capital#722 · 11,470 sh | 11,470 | $228.1K | — | +8.7% |
| 723 | WBH ADVISORY#723 · 4,171 sh | 4,171 | $228.1K | 0.02% | -19.4% |
| 724 | SCOTIA CAPITAL#724 · 11,459 sh | 11,459 | $227.9K | <0.01% | -2.0% |
| 725 | Soltis Investment Advisors#725 · 11,457 sh | 11,457 | $227.9K | 0.01% | +10.7% |
| 726 | Summit Financial#726 · 4,161 sh | 4,161 | $227.6K | <0.01% | New |
| 727 | Mayflower Financial Advisors#727 · 11,437 sh | 11,437 | $227.5K | 0.02% | New |
| 728 | CERTUITY#728 · 11,436 sh | 11,436 | $227.5K | 0.01% | -18.6% |
| 729 | Flatrock Wealth Partners#729 · 11,210 sh | 11,210 | $226.7K | 0.09% | +1.1% |
| 730 | Liberty Atlantic Advisors#730 · 4,136 sh | 4,136 | $226.2K | — | -12.6% |
| 731 | Ariadne Wealth Management#731 · 11,337 sh | 11,337 | $225.5K | 0.10% | -1.3% |
| 732 | Integrity Advisory Solutions#732 · 4,115 sh | 4,115 | $225.0K | 0.02% | New |
| 733 | Bright Futures Wealth Management#733 · 4,075 sh | 4,075 | $222.9K | — | New |
| 734 | VERITY Wealth Advisors#734 · 4,062 sh | 4,062 | $222.2K | 0.13% | New |
| 735 | Family Investment Center#735 · 4,057 sh | 4,057 | $221.9K | — | New |
| 736 | Financial Alternatives#736 · 4,047 sh | 4,047 | $221.3K | 0.11% | New |
| 737 | Capital Asset Advisory Services#737 · 4,047 sh | 4,047 | $221.3K | <0.01% | -23.7% |
| 738 | SENTINEL LBA#738 · 4,022 sh | 4,022 | $220.0K | 0.02% | New |
| 739 | SWEENEY & MICHEL#739 · 4,175 sh | 4,175 | $220.0K | — | -9.2% |
| 740 | Walleye Trading#740 · 10,946 sh | 10,946 | $217.7K | <0.01% | 0.0% |
| 741 | Rockbridge Investment Management, LCC#741 · 3,965 sh | 3,965 | $216.8K | 0.02% | New |
| 742 | Hamrick Investment Counsel#742 · 3,965 sh | 3,965 | $216.8K | 0.14% | -6.8% |
| 743 | FIDUCIARY COUNSELLING#743 · 3,930 sh | 3,930 | $215.0K | 0.53% | +89.7% |
| 744 | MACROVIEW INVESTMENT MANAGEMENT#744 · 3,910 sh | 3,910 | $213.8K | — | New |
| 745 | RiverFront Investment Group#745 · 10,743 sh | 10,743 | $213.7K | <0.01% | New |
| 746 | Darden Wealth Group#746 · 3,903 sh | 3,903 | $213.5K | 0.08% | New |
| 747 | Brewster Financial Planning#747 · 3,896 sh | 3,896 | $213.1K | — | New |
| 748 | ANGELES WEALTH MANAGEMENT#748 · 10,557 sh | 10,557 | $212.6K | — | +2.2% |
| 749 | VANGUARD ADVISERS#749 · 3,878 sh | 3,878 | $212.1K | <0.01% | +1.9% |
| 750 | TWIN PEAKS WEALTH ADVISORS#750 · 10,637 sh | 10,637 | $211.6K | 0.05% | +15.7% |
| 751 | Sovereign Financial Group#751 · 3,865 sh | 3,865 | $211.4K | 0.03% | New |
| 752 | Values Added Financial#752 · 3,864 sh | 3,864 | $211.3K | 0.08% | -19.4% |
| 753 | Gryphon Financial Partners#753 · 10,624 sh | 10,624 | $211.3K | 0.02% | New |
| 754 | BSW Wealth Partners#754 · 3,847 sh | 3,847 | $210.4K | 0.02% | New |
| 755 | AMERICAN FINANCIAL & TAX STRATEGIES#755 · 3,823 sh | 3,823 | $209.1K | — | New |
| 756 | Campbell Deegan Wealth Management#756 · 10,500 sh | 10,500 | $208.8K | 0.15% | 0.0% |
| 757 | Evergreen Private Wealth#757 · 3,805 sh | 3,805 | $208.1K | 0.08% | 0.0% |
| 758 | TOCQUEVILLE ASSET MANAGEMENT L.P.#758 · 10,392 sh | 10,392 | $206.7K | <0.01% | 0.0% |
| 759 | Convergence Financial#759 · 10,359 sh | 10,359 | $206.0K | 0.02% | New |
| 760 | Orin Green Financial#760 · 3,755 sh | 3,755 | $205.4K | — | New |
| 761 | ABSOLUTE CAPITAL MANAGEMENT#761 · 3,749 sh | 3,749 | $205.1K | — | New |
| 762 | Iron Gate Global Advisors#762 · 10,285 sh | 10,285 | $204.6K | 0.02% | 0.0% |
| 763 | ENTERPRISE FINANCIAL SERVICES#763 · 10,254 sh | 10,254 | $204.0K | 0.08% | New |
| 764 | NewSquare Capital#764 · 10,230 sh | 10,230 | $203.5K | 0.02% | New |
| 765 | Shared Vision Wealth Group#765 · 3,709 sh | 3,709 | $202.9K | 0.07% | New |
| 766 | Chicago Wealth Management#766 · 3,698 sh | 3,698 | $202.2K | 0.07% | New |
| 767 | Meridian Wealth Management#767 · 3,698 sh | 3,698 | $202.2K | <0.01% | New |
| 768 | Trek Financial#768 · 3,697 sh | 3,697 | $202.2K | 0.01% | New |
| 769 | Premier Path Wealth Partners#769 · 10,106 sh | 10,106 | $201.0K | — | -6.7% |
| 770 | Wallace Advisory Group#770 · 10,081 sh | 10,081 | $200.5K | 0.19% | -6.0% |
| 771 | Inscription Capital#771 · 10,010 sh | 10,010 | $199.1K | 0.02% | New |
| 772 | IFG Advisory#772 · 3,621 sh | 3,621 | $193.2K | <0.01% | New |
| 773 | LRI Investments#773 · 9,676 sh | 9,676 | $192.5K | 0.02% | +7.2% |
| 774 | Dynamic Wealth Strategies#774 · 3,514 sh | 3,514 | $192.2K | — | 0.0% |
| 775 | UNION SAVINGS BANK#775 · 3,493 sh | 3,493 | $191.0K | — | -2.7% |
| 776 | Rosenberg Matthew Hamilton#776 · 6,154 sh | 6,154 | $190.1K | — | +146.2% |
| 777 | TFC Financial Management#777 · 3,425 sh | 3,425 | $187.3K | — | +2.8% |
| 778 | Golden State Wealth Management#778 · 8,027 sh | 8,027 | $184.4K | 0.02% | 0.0% |
| 779 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#779 · 3,417 sh | 3,417 | $181.5K | 0.01% | +5.9% |
| 780 | PARADIGM ASSET MANAGEMENT#780 · 9,100 sh | 9,100 | $179.6K | 0.04% | 0.0% |
| 781 | Urban Financial Advisory#781 · 3,235 sh | 3,235 | $176.9K | 0.05% | +327.9% |
| 782 | MANNING & NAPIER ADVISORS#782 · 3,601 sh | 3,601 | $168.5K | <0.01% | -1.9% |
| 783 | Owl Creek Wealth Partners#783 · 8,388 sh | 8,388 | $166.8K | — | 0.0% |
| 784 | American Capital Advisory#784 · 3,308 sh | 3,308 | $164.4K | 0.06% | +3.0% |
| 785 | JFS WEALTH ADVISORS#785 · 5,107 sh | 5,107 | $162.8K | <0.01% | -11.4% |
| 786 | ROTHSCHILD INVESTMENT#786 · 8,141 sh | 8,141 | $161.9K | <0.01% | +17.9% |
| 787 | NISA INVESTMENT ADVISORS#787 · 7,325 sh | 7,325 | $147.5K | — | +4.3% |
| 788 | Salomon & Ludwin#788 · 6,603 sh | 6,603 | $133.8K | 0.01% | +56.5% |
| 789 | Finley Financial#789 · 2,420 sh | 2,420 | $132.3K | 0.05% | 0.0% |
| 790 | MOTCO#790 · 2,506 sh | 2,506 | $125.8K | 0.01% | +14.7% |
| 791 | AlphaCore Capital#791 · 2,257 sh | 2,257 | $123.4K | <0.01% | -64.9% |
| 792 | GGM Financials#792 · 2,238 sh | 2,238 | $122.4K | 0.05% | +0.7% |
| 793 | TSFG#793 · 2,200 sh | 2,200 | $120.0K | — | New |
| 794 | James T. Borello RIA#794 · 5,936 sh | 5,936 | $118.1K | — | 0.0% |
| 795 | Spire Wealth Management#795 · 2,038 sh | 2,038 | $111.5K | <0.01% | +3.0% |
| 796 | PENSION & WEALTH MANAGEMENT ADVISORS#796 · 2,004 sh | 2,004 | $109.6K | — | -9.6% |
| 797 | OF VERMONT#797 · 1,990 sh | 1,990 | $108.8K | — | — |
| 798 | Godfrey Financial Associates#798 · 2,040 sh | 2,040 | $106.5K | 0.08% | -1.2% |
| 799 | WPG Advisers#799 · 1,989 sh | 1,989 | $105.9K | 0.06% | 0.0% |
| 800 | Clean Yield Group#800 · 2,047 sh | 2,047 | $100.1K | 0.02% | 0.0% |
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.