MUFG — Mitsubishi Ufj Financial Gro Institutional Holders · Q3 2026

Name: Who Owns MUFG? 27 Institutions Hold $23.1M (Q3 2026)
Creator: ko.io

Who owns Mitsubishi Ufj Financial Gro (MUFG)? 27 institutions reported holding $23.07M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($6.6M), Legacy Wealth Asset Management, LLC ($3.1M), Confluence Investment Management LLC ($2.5M).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$6.6M	288,000	Trimmed
2	Legacy Wealth Asset Management, LLC	$3.1M	136,016	Trimmed
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	$2.5M	106,561	Trimmed
4	Farther Finance Advisors, LLC	$2.4M	106,021	Added
5	GAMMA Investing LLC	$1.8M	78,363	Added
6	Versant Capital Management, Inc	$1.6M	70,645	Added
7	Successful Portfolios LLC	$1.0M	44,040	Added
8	Valeo Financial Advisors, LLC	$951,958	41,264	Added
9	Wedmont Private Capital	$809,437	36,007	Added
10	RIVERSEDGE ADVISORS, LLC	$674,798	29,250	Added
11	Athena Wealth Management, LLC	$419,032	18,163	Added
12	SAPIENT CAPITAL LLC	$320,996	13,914	Hold
13	MOODY NATIONAL BANK TRUST DIVISION	$277,855	12,044	Trimmed
14	BAKER TILLY WEALTH MANAGEMENT, LLC	$205,277	8,898	Trimmed
15	Rosenberg Matthew Hamilton	$80,261	3,479	Trimmed
16	GK Wealth Management LLC	$50,154	2,174	New
17	Retirement Wealth Solutions LLC	$46,394	2,011	Added
18	Grove Bank & Trust	$36,266	1,572	Added
19	ELEVATION WEALTH PARTNERS, LLC	$29,276	1,269	Hold
20	Planning Strategies Inc.	$11,650	505	New
21	Bangor Savings Bank	$9,897	429	Hold
22	GILPIN WEALTH MANAGEMENT, LLC	$8,698	377	New
23	CX Institutional	$4,000	181	Hold
24	CoreCap Advisors, LLC	$3,407	147	Trimmed
25	ARMSTRONG ADVISORY GROUP, INC	$2,769	120	Hold

Source: SEC Form 13F filings · as of 2026-09-30