Itau Unibanco Holding S.A.
ITUB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001132597
In the last 90 days, Itau Unibanco Holding S.A. insiders filed 0 open-market purchases and 2 sales; 394 institutions reported holding it in 13F filings for Q2 2026, worth $9.52B in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 303
- +3 vs. Q1 2021
- Shares held
- 1.06B
- +34.6M (+3.4%) vs. Q1 2021
- Total value
- $6.38B
- +$1.29B (+25.2%) vs. Q1 2021
- New holders
- 45
- 105 more added
- Sold out
- 42
- 104 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ITUB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 394 | $9.52B |
| Q1 2026 | 389 | $10.0B |
| Q4 2025 | 383 | $8.72B |
| Q3 2025 | 335 | $8.84B |
| Q2 2025 | 333 | $7.78B |
| Q1 2025 | 316 | $5.56B |
| Q4 2024 | 332 | $4.43B |
| Q3 2024 | 348 | $5.72B |
| Q2 2024 | 334 | $4.90B |
| Q1 2024 | 324 | $5.62B |
| Q4 2023 | 315 | $5.83B |
| Q3 2023 | 285 | $4.40B |
| Q2 2023 | 289 | $4.85B |
| Q1 2023 | 273 | $4.03B |
| Q4 2022 | 290 | $3.96B |
| Q3 2022 | 269 | $4.17B |
| Q2 2022 | 274 | $3.78B |
| Q1 2022 | 277 | $5.57B |
| Q4 2021 | 269 | $3.92B |
| Q3 2021 | 306 | $5.44B |
| Q2 2021 | 303 | $6.38B |
| Q1 2021 | 303 | $5.10B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 162,905,034 | $979.1M | 1.23% | +903,152+0.6% | Added |
| Harding Loevner LP | 130,352,869 | $783.4M | 2.95% | −6,411,414−4.7% | Reduced |
| Goldman Sachs Group Inc | 58,522,788 | $351.7M | 0.09% | +7,821,392+15.4% | Added |
| Baillie Gifford & Co | 50,921,312 | $306.0M | 0.15% | +14,665,460+40.4% | Added |
| Westwood Global Investments, LLC | 45,973,209 | $276.3M | 16.42% | −1,501,737−3.2% | Reduced |
| FMR LLC | 40,828,834 | $245.4M | 0.02% | −5,090,099−11.1% | Reduced |
| BlackRock Inc. | 32,501,370 | $195.3M | 0.01% | −3,296,054−9.2% | Reduced |
| Franklin Resources Inc | 32,082,877 | $192.8M | 0.07% | +3,563,321+12.5% | Added |
| Vanguard Group Inc | 31,690,801 | $190.5M | 0.00% | −83,477−0.3% | Reduced |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 28,600,000 | $171.9M | 1.64% | 00.0% | Unchanged |
| Dodge & Cox | 24,053,005 | $144.6M | 0.09% | +6,401,400+36.3% | Added |
| Fisher Asset Management, LLC | 22,860,797 | $137.4M | 0.09% | −798,933−3.4% | Reduced |
| JPMorgan Chase & Co | 21,510,869 | $129.3M | 0.02% | −982,800−4.4% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 20,803,792 | $125.0M | 1.69% | −4,282,950−17.1% | Reduced |
| Bamco Inc | 19,066,690 | $114.6M | 0.26% | +5,044,415+36.0% | Added |
| Mondrian Investment Partners LTD | 17,768,237 | $106.8M | 2.04% | −1,170,370−6.2% | Reduced |
| State Street Corp | 17,498,125 | $105.7M | 0.01% | −1,046,758−5.6% | Reduced |
| Swedbank AB | 16,000,000 | $96.2M | 0.18% | 00.0% | Unchanged |
| Morgan Stanley | 14,373,102 | $86.4M | 0.01% | +3,457,647+31.7% | Added |
| Macquarie Group Ltd | 13,649,308 | $82.0M | 0.07% | +650,359+5.0% | Added |
| Orbis Allan Gray Ltd | 13,100,263 | $78.7M | 0.50% | +13,100,263 | New |
| Bank of America Corp | 11,890,609 | $71.5M | 0.01% | +3,139,147+35.9% | Added |
| Cambiar Investors LLC | 11,030,484 | $66.3M | 2.13% | −4,987,893−31.1% | Reduced |
| Seafarer Capital Partners, LLC | 10,846,000 | $65.2M | 31.40% | 00.0% | Unchanged |
| Credit Suisse AG | 10,505,131 | $63.8M | 0.05% | −1,298,899−11.0% | Reduced |
| Northern Trust Corp | 8,066,048 | $48.5M | 0.01% | −743,709−8.4% | Reduced |
| Northcape Capital Pty Ltd | 7,321,531 | $44.0M | 4.58% | +14,912+0.2% | Added |
| Deutsche Bank AG | 7,074,872 | $42.5M | 0.02% | +1,983,039+38.9% | Added |
| Charles Schwab Investment Management Inc | 6,298,924 | $37.9M | 0.01% | +90,080+1.5% | Added |
| Leonteq Securities AG | 6,119,326 | $36.8M | 2.79% | +2,342,601+62.0% | Added |
| Whitebox Advisors LLC | 5,845,980 | $35.1M | 0.84% | +5,845,980 | New |
| Citigroup Inc | 5,435,632 | $32.7M | 0.03% | +2,001,235+58.3% | Added |
| INCA Investments LLC | 5,406,000 | $32.5M | 12.92% | −779,000−12.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,082,399 | $30.5M | 0.05% | +5,060,199+22,793.7% | Added |
| Russell Investments Group, Ltd. | 5,018,999 | $30.2M | 0.05% | −2,747,766−35.4% | Reduced |
| UBS Group AG | 4,959,544 | $29.8M | 0.01% | −1,290,751−20.7% | Reduced |
| Renaissance Technologies LLC | 4,737,874 | $28.5M | 0.04% | +4,643,400+4,915.0% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 3,908,800 | $23.5M | 2.99% | +3,908,800 | New |
| USS Investment Management Ltd | 3,839,966 | $23.1M | 0.19% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 3,807,671 | $22.9M | 0.07% | −46,495−1.2% | Reduced |
| Ameriprise Financial Inc | 3,534,043 | $21.2M | 0.01% | +655,121+22.8% | Added |
| Lazard Asset Management LLC | 3,513,602 | $21.1M | 0.02% | +331,756+10.4% | Added |
| Dynamo Administracao de Recursos Ltda. | 3,368,989 | $20.2M | 5.58% | +2,349,435+230.4% | Added |
| Todd Asset Management LLC | 3,348,105 | $20.1M | 0.45% | +981,729+41.5% | Added |
| BNP Paribas Arbitrage, SA | 3,277,334 | $19.7M | 0.04% | +415,684+14.5% | Added |
| Janus Henderson Group PLC | 3,137,492 | $18.8M | 0.01% | −316,194−9.2% | Reduced |
| STRS Ohio | 3,100,000 | $18.6M | 0.07% | +2,400,000+342.9% | Added |
| Legal & General Group Plc | 3,073,068 | $18.5M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 3,006,733 | $18.1M | 0.27% | +454,040+17.8% | Added |
| Axiom Investors LLC | 2,815,155 | $16.9M | 0.27% | +41,735+1.5% | Added |
| GW&K Investment Management, LLC | 2,804,577 | $16.9M | 0.15% | −192,400−6.4% | Reduced |
| Envestnet Asset Management Inc | 2,742,333 | $16.5M | 0.01% | −28,948−1.0% | Reduced |
| Susquehanna International Group, LLP | 2,708,402 | $16.3M | 0.02% | −1,147,264−29.8% | Reduced |
| SEI Investments Co | 2,623,521 | $15.8M | 0.03% | +77,472+3.0% | Added |
| Dynamo Internacional Gestao de Recursos Ltda. | 2,409,911 | $14.5M | 1.19% | +1,929,465+401.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,127,800 | $12.8M | 0.06% | −278,500−11.6% | Reduced |
| Boston Common Asset Management, LLC | 2,101,293 | $12.6M | 0.54% | +122,495+6.2% | Added |
| Royal Bank of Canada | 2,087,542 | $12.5M | 0.00% | −43,522−2.0% | Reduced |
| Voloridge Investment Management, LLC | 2,037,844 | $12.2M | 0.08% | +2,037,844 | New |
| Steginsky Capital LLC | 2,034,706 | $12.2M | 4.89% | −18,419−0.9% | Reduced |
| Barings LLC | 1,996,581 | $12.0M | 0.28% | 00.0% | Unchanged |
| GQG Partners LLC | 1,969,800 | $11.8M | 0.03% | +1,969,800 | New |
| APG Asset Management N.V. | 2,315,921 | $11.7M | 0.02% | 00.0% | Unchanged |
| NS Partners Ltd | 1,913,364 | $11.5M | 0.61% | +225,300+13.3% | Added |
| Teachers Retirement System of the State of Kentucky | 1,847,700 | $11.1M | 0.10% | +505,000+37.6% | Added |
| Storebrand Asset Management AS | 1,765,189 | $10.6M | 0.05% | −35,264−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,729,218 | $10.4M | 0.12% | +948,065+121.4% | Added |
| Optiver Holding B.V. | 1,636,650 | $9.84M | 1.34% | −3,052,758−65.1% | Reduced |
| Moneda S.A. Administradora General de Fondos | 1,631,868 | $9.81M | 4.20% | −969,648−37.3% | Reduced |
| Invesco Ltd. | 1,511,826 | $9.09M | 0.00% | −38,929−2.5% | Reduced |
| Earnest Partners LLC | 1,502,946 | $9.03M | 0.05% | −11,373−0.8% | Reduced |
| Barclays PLC | 1,419,513 | $8.53M | 0.01% | +458,341+47.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,373,577 | $8.20M | 0.15% | +9,281+0.7% | Added |
| Parametric Portfolio Associates LLC | 1,296,192 | $7.79M | 0.00% | +131,959+11.3% | Added |
| Geode Capital Management, LLC | 1,208,080 | $7.26M | 0.00% | +1,323+0.1% | Added |
| HSBC Holdings PLC | 1,117,819 | $6.97M | 0.01% | −657,194−37.0% | Reduced |
| SG Americas Securities, LLC | 1,116,181 | $6.71M | 0.03% | +843,140+308.8% | Added |
| Pinebridge Investments, L.P. | 1,065,645 | $6.41M | 0.07% | −16,041−1.5% | Reduced |
| Polar Capital Holdings Plc | 1,054,006 | $6.33M | 0.03% | +301,541+40.1% | Added |
| Bienville Capital Management, LLC | 1,043,532 | $6.27M | 2.01% | +209,483+25.1% | Added |
| E. Ohman J:or Asset Management AB | 951,264 | $5.72M | 0.18% | +141,000+17.4% | Added |
| US Bancorp | 895,507 | $5.38M | 0.01% | +4,132+0.5% | Added |
| Daiwa Securities Group Inc. | 845,347 | $5.08M | 0.03% | −84,000−9.0% | Reduced |
| Allianz Asset Management GmbH | 815,058 | $4.90M | 0.00% | −434−0.1% | Reduced |
| Graticule Asia Macro Advisors LLC | 810,000 | $4.87M | 1.45% | +810,000 | New |
| Trillium Asset Management, LLC | 775,929 | $4.66M | 0.13% | +25,125+3.3% | Added |
| Qube Research & Technologies Ltd | 740,018 | $4.45M | 0.06% | +552,231+294.1% | Added |
| Madison Asset Management, LLC | 731,909 | $4.40M | 0.06% | +2,564+0.4% | Added |
| Natixis Advisors, L.P. | 723,008 | $4.34M | 0.02% | +21,043+3.0% | Added |
| Cullen Capital Management LLC | 721,950 | $4.34M | 0.04% | −163,880−18.5% | Reduced |
| Massachusetts Financial Services Co | 702,489 | $4.22M | 0.00% | +629+0.1% | Added |
| Clearbridge Investments, LLC | 702,283 | $4.22M | 0.00% | +5,732+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 664,062 | $3.99M | 0.01% | +664,062 | New |
| Brown Advisory Inc | 660,224 | $3.97M | 0.01% | −52,343−7.3% | Reduced |
| Oppenheimer Asset Management Inc. | 612,604 | $3.68M | 0.05% | −17,587−2.8% | Reduced |
| Jane Street Group, LLC | 591,665 | $3.55M | 0.01% | +201,957+51.8% | Added |
| Cubist Systematic Strategies, LLC | 587,530 | $3.53M | 0.04% | +587,530 | New |
| WP Advisors, LLC | 562,833 | $3.38M | 1.41% | +562,833 | New |
| Quantitative Investment Management, LLC | 557,223 | $3.35M | 0.30% | +409,674+277.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 543,759 | $3.27M | 0.17% | −119,602−18.0% | Reduced |