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 |
|---|---|---|---|---|---|
| Old National Bancorp | 42,116 | $253.0K | 0.01% | −1,438−3.3% | Reduced |
| HighTower Advisors, LLC | 43,734 | $264.0K | 0.00% | −5,076−10.4% | Reduced |
| Checchi Capital Advisers, LLC | 44,550 | $268.0K | 0.03% | +1,698+4.0% | Added |
| Captrust Financial Advisors | 46,000 | $276.0K | 0.00% | −31,903−41.0% | Reduced |
| MML Investors Services, LLC | 47,409 | $285.0K | 0.00% | −5,145−9.8% | Reduced |
| Winton Group Ltd | 47,672 | $287.0K | 0.02% | +47,672 | New |
| One Wealth Advisors, LLC | 48,355 | $291.0K | 0.09% | +4,834+11.1% | Added |
| American National Insurance Co | 49,808 | $299.0K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 49,808 | $299.0K | 0.01% | 00.0% | Unchanged |
| Kamunting Street Capital Management, L.P. | 50,000 | $301.0K | 0.17% | +50,000 | New |
| Edgestream Partners, L.P. | 50,296 | $302.0K | 0.02% | −507,862−91.0% | Reduced |
| PEAK6 Investments LLC | 51,243 | $308.0K | 0.01% | +31,347+157.6% | Added |
| ExodusPoint Capital Management, LP | 52,236 | $314.0K | 0.00% | +52,236 | New |
| Sompo Asset Management Co., Ltd. | 57,960 | $348.0K | 0.07% | −2,700−4.5% | Reduced |
| Advisor Partners LLC | 57,951 | $348.0K | 0.02% | +6,745+13.2% | Added |
| KCS Wealth Advisory | 58,815 | $353.0K | 0.17% | +32,839+126.4% | Added |
| Marks Group Wealth Management, Inc | 59,010 | $355.0K | 0.05% | +2,210+3.9% | Added |
| TD Private Client Wealth LLC | 59,336 | $356.6K | 0.02% | −2,373−3.8% | Reduced |
| Banco Santander, S.A. | 59,804 | $359.0K | 0.00% | −4,708−7.3% | Reduced |
| Cresset Asset Management, LLC | 61,054 | $368.0K | 0.01% | +3,558+6.2% | Added |
| Eqis Capital Management, Inc. | 62,458 | $375.0K | 0.03% | −1,191−1.9% | Reduced |
| DnB Asset Management AS | 63,073 | $379.1K | 0.00% | −7,076−10.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 66,677 | $401.0K | 0.10% | +109+0.2% | Added |
| Marino, Stram & Associates LLC | 66,677 | $401.0K | 0.10% | +66,677 | New |
| Investidor Profissional Gestao de Recursos Ltda. | 68,356 | $411.0K | 0.10% | −6,506−8.7% | Reduced |
| Prudential Financial Inc | 70,594 | $424.0K | 0.00% | −2,804−3.8% | Reduced |
| Level Four Advisory Services, LLC | 73,927 | $444.0K | 0.03% | +3,479+4.9% | Added |
| Baldwin Investment Management, LLC | 74,656 | $449.0K | 0.08% | +2,773+3.9% | Added |
| London & Capital Asset Management Ltd | 75,000 | $451.0K | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 77,154 | $466.0K | 0.01% | +20,340+35.8% | Added |
| Wealth Alliance | 78,965 | $475.0K | 0.11% | +765+1.0% | Added |
| Raymond James & Associates | 79,559 | $478.0K | 0.00% | −121,311−60.4% | Reduced |
| Park Avenue Securities LLC | 80,743 | $485.0K | 0.01% | −20,486−20.2% | Reduced |
| Pitcairn Co | 81,822 | $491.0K | 0.03% | +16,707+25.7% | Added |
| Standard Life Aberdeen plc | 85,172 | $512.0K | 0.00% | −28,900−25.3% | Reduced |
| Regions Financial Corp | 94,899 | $571.0K | 0.00% | +36,592+62.8% | Added |
| Dimensional Fund Advisors LP | 95,142 | $572.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 96,760 | $582.0K | 0.01% | +35,333+57.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 102,682 | $617.0K | 0.00% | +102,682 | New |
| Nippon Life Global Investors Americas, Inc. | 102,947 | $619.0K | 0.03% | 00.0% | Unchanged |
| True North Advisors, LLC | 106,336 | $639.0K | 0.13% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 107,626 | $646.8K | 0.08% | −2,345,573−95.6% | Reduced |
| United Maritime Capital LLC | 112,676 | $678.0K | 0.51% | −7,000−5.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 116,409 | $700.0K | 0.18% | +116,409 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 117,000 | $703.0K | 0.02% | +47,000+67.1% | Added |
| Quattro Financial Advisors LLC | 125,000 | $716.0K | 0.19% | +25,000+25.0% | Added |
| People's United Financial, Inc. | 121,493 | $730.0K | 0.02% | +4,621+4.0% | Added |
| Nomura Asset Management Co Ltd | 122,591 | $736.8K | 0.00% | −72,648−37.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 122,831 | $738.0K | 0.00% | −31,033−20.2% | Reduced |
| Capital Markets Trading UK LLP | 132,456 | $796.0K | 0.80% | +12,812+10.7% | Added |
| Legacy Wealth Asset Management, LLC | 133,311 | $801.0K | 0.36% | −2,086−1.5% | Reduced |
| DekaBank Deutsche Girozentrale | 139,346 | $816.0K | 0.00% | +79,200+131.7% | Added |
| Citadel Advisors LLC | 139,443 | $838.0K | 0.00% | +54,583+64.3% | Added |
| Brandywine Global Investment Management, LLC | 142,300 | $855.0K | 0.01% | −29,500−17.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 149,870 | $901.0K | 0.02% | +149,870 | New |
| Squarepoint Ops LLC | 151,123 | $908.0K | 0.01% | −162,814−51.9% | Reduced |
| Candriam Luxembourg S.C.A. | 153,665 | $924.0K | 0.01% | −64,535−29.6% | Reduced |
| Amundi | 165,567 | $995.0K | 0.00% | +165,567 | New |
| Tocqueville Asset Management L.P. | 169,000 | $1.02M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 170,850 | $1.03M | 0.00% | −12,943−7.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 174,952 | $1.05M | 0.00% | −3,823−2.1% | Reduced |
| FDx Advisors, Inc. | 177,374 | $1.07M | 0.04% | +20.0% | Added |
| Eagle Global Advisors LLC | 189,000 | $1.14M | 0.07% | −36,000−16.0% | Reduced |
| Janney Montgomery Scott LLC | 189,575 | $1.14M | 0.01% | −43,362−18.6% | Reduced |
| Ashmore Group plc | 192,319 | $1.16M | 0.28% | −34,801−15.3% | Reduced |
| Calamos Advisors LLC | 210,850 | $1.27M | 0.01% | +30,910+17.2% | Added |
| Nuveen Asset Management, LLC | 214,024 | $1.29M | 0.00% | +171,905+408.1% | Added |
| Guggenheim Capital LLC | 219,068 | $1.32M | 0.01% | −17,933−7.6% | Reduced |
| First Trust Advisors LP | 219,255 | $1.32M | 0.00% | −14,192−6.1% | Reduced |
| Pzena Investment Management LLC | 224,429 | $1.35M | 0.01% | −22,332−9.1% | Reduced |
| Baker Avenue Asset Management, LP | 224,828 | $1.35M | 0.08% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 227,800 | $1.37M | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 228,242 | $1.37M | 0.01% | +12,090+5.6% | Added |
| Fiera Capital Corp | 231,539 | $1.39M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 242,132 | $1.45M | 0.01% | +51,865+27.3% | Added |
| Atria Investments LLC | 250,111 | $1.50M | 0.03% | +24,062+10.6% | Added |
| Keybank National Association | 261,657 | $1.57M | 0.01% | +737+0.3% | Added |
| Longfellow Investment Management Co LLC | 276,572 | $1.66M | 0.24% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 279,656 | $1.68M | 0.00% | −939,553−77.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 282,213 | $1.70M | 0.02% | −99,911−26.1% | Reduced |
| Wells Fargo & Company | 284,076 | $1.71M | 0.00% | −943,475−76.9% | Reduced |
| Ronit Capital LLP | 300,000 | $1.80M | 1.61% | +300,000 | New |
| Thrivent Financial for Lutherans | 300,528 | $1.81M | 0.00% | −189,345−38.7% | Reduced |
| The PNC Financial Services Group, Inc. | 302,973 | $1.82M | 0.00% | +6,752+2.3% | Added |
| American Century Companies Inc | 304,428 | $1.83M | 0.00% | +16,813+5.8% | Added |
| Comerica Bank | 353,397 | $1.94M | 0.01% | −21,751−5.8% | Reduced |
| Profund Advisors LLC | 325,431 | $1.96M | 0.07% | +16,398+5.3% | Added |
| Seven Eight Capital, LP | 326,600 | $1.96M | 0.27% | +152,400+87.5% | Added |
| First Republic Investment Management, Inc. | 329,077 | $1.98M | 0.01% | +22,639+7.4% | Added |
| Davenport & Co LLC | 329,307 | $1.98M | 0.02% | +329,307 | New |
| Mirae Asset Global Investments Co., Ltd. | 343,392 | $2.06M | 0.01% | +19,843+6.1% | Added |
| Bank of Montreal | 340,407 | $2.07M | 0.00% | +1,663+0.5% | Added |
| Neuberger Berman Group LLC | 358,578 | $2.15M | 0.00% | +35,657+11.0% | Added |
| AQR Capital Management LLC | 375,951 | $2.26M | 0.00% | −12,628−3.2% | Reduced |
| Quadrature Capital Ltd | 385,789 | $2.32M | 0.09% | +385,789 | New |
| Banque Cantonale Vaudoise | 440,000 | $2.64M | 0.12% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 456,343 | $2.74M | 0.06% | −22,516−4.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 477,124 | $2.90M | 0.01% | −601,129−55.8% | Reduced |
| UBS Asset Management Americas Inc | 491,566 | $2.95M | 0.00% | +122,250+33.1% | Added |
| Fifth Third Bancorp | 492,219 | $2.96M | 0.01% | −13,841−2.7% | Reduced |