Who Owns MITSUBISHI UFJ FINANCIAL GRO (MUFG)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $14.9M of MITSUBISHI UFJ FINANCIAL GRO (MUFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($6.0M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($2.1M), GAMMA Investing LLC ($1.4M), Versant Capital Management, Inc ($1.4M), TRUST POINT INC. ($976,457). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Gradient Investments LLC | $6.0M | 301,721 | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.1M | 106,721 | Trimmed |
| 3 | GAMMA Investing LLC | $1.4M | 71,040 | Added |
| 4 | Versant Capital Management, Inc | $1.4M | 68,945 | Trimmed |
| 5 | TRUST POINT INC. | $976,457 | 49,093 | Added |
| 6 | Valeo Financial Advisors, LLC | $739,649 | 37,187 | Added |
| 7 | Dynamic Advisor Solutions LLC | $539,317 | 27,115 | Added |
| 8 | 55 North Private Wealth, LLC | $530,765 | 26,685 | Added |
| 9 | Foster Group, Inc. | $402,474 | 20,235 | Added |
| 10 | 180 WEALTH ADVISORS, LLC | $361,620 | 18,181 | Trimmed |
| 11 | MOODY NATIONAL BANK TRUST DIVISION | $345,112 | 17,351 | Trimmed |
| 12 | Grove Bank & Trust | $28,582 | 1,437 | Added |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $25,241 | 1,269 | New |
| 14 | Retirement Wealth Solutions LLC | $22,059 | 1,109 | Added |
| 15 | Arlington Trust Co LLC | $15,335 | 771 | Hold |
| 16 | Bangor Savings Bank | $8,533 | 429 | Hold |
| 17 | Beaird Harris Wealth Management, LLC | $5,709 | 287 | Hold |
| 18 | Dogwood Wealth Management LLC | $5,669 | 285 | Added |
| 19 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $5,033 | 253 | New |
| 20 | CX Institutional | $4,000 | 181 | Hold |
| 21 | CoreCap Advisors, LLC | $3,434 | 173 | Trimmed |
| 22 | Cedar Mountain Advisors, LLC | $2,148 | 108 | Hold |
| 23 | Noble Wealth Management PBC | $1,591 | 80 | New |
Source: SEC Form 13F filings · as of 2026-06-30