Stock ownership · SEC 13F · Q4 2025

MITSUBISHI UFJ FINL GROUP IN

Institutional ownership of MITSUBISHI UFJ FINL GROUP IN (CUSIP 606822104) - who holds it, how concentrated it is, and what moved last quarter.

$33K
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $33K of MITSUBISHI UFJ FINL GROUP IN positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$33K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 606822104 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-TRACE $0.0M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - MITSUBISHI UFJ FINL GROUP IN's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a MITSUBISHI UFJ FINL GROUP IN position has held steady from 2 to 2 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding MITSUBISHI UFJ FINL GROUP IN, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Bell Investment Advisors, Inc 1,173 $19K 57.0%
2 TD Capital Management LLC 885 $14K 43.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among MITSUBISHI UFJ FINL GROUP IN's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Complete exits (5)

Ariadne Wealth Management, LP exited
CIBC Private Wealth Group LLC exited
Asset Dedication, LLC exited
KERR FINANCIAL PLANNING Corp exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold MITSUBISHI UFJ FINL GROUP IN?▼
MITSUBISHI UFJ FINL GROUP IN is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of MITSUBISHI UFJ FINL GROUP IN?▼
Institutions report $33K of MITSUBISHI UFJ FINL GROUP IN as of Q4 2025.
How concentrated is ownership of MITSUBISHI UFJ FINL GROUP IN?▼
The top five institutional holders account for 100% of the reported institutional value in MITSUBISHI UFJ FINL GROUP IN, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of MITSUBISHI UFJ FINL GROUP IN?▼
Bell Investment Advisors, Inc is the largest reported holder of MITSUBISHI UFJ FINL GROUP IN with $19K across 1,173 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.