MUFG — Mitsubishi Ufj Financial Gro 机构持仓 · 2026年Q3

Name: 谁持有 MUFG？27 家机构、2,307 万美元（2026年Q3）
Creator: ko.io

谁持有 Mitsubishi Ufj Financial Gro（MUFG）？2026年Q3（报告期截至 2026-09-30）共有 27 家机构在 SEC 13F 申报中报告持有，合计 2,307.41 万美元。前几大持有机构：Gradient Investments LLC（660.00 万美元）、Legacy Wealth Asset Management, LLC（310.00 万美元）、Confluence Investment Management LLC（250.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30