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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 528,961 | $3.18M | 0.01% | +33,956+6.9% | Added |
| Millennium Management LLC | 507,100 | $3.05M | 0.00% | +507,100 | New |
| Fifth Third Bancorp | 492,219 | $2.96M | 0.01% | −13,841−2.7% | Reduced |
| UBS Asset Management Americas Inc | 491,566 | $2.95M | 0.00% | +122,250+33.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 477,124 | $2.90M | 0.01% | −601,129−55.8% | Reduced |
| Crossmark Global Holdings, Inc. | 456,343 | $2.74M | 0.06% | −22,516−4.7% | Reduced |
| Banque Cantonale Vaudoise | 440,000 | $2.64M | 0.12% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 385,789 | $2.32M | 0.09% | +385,789 | New |
| AQR Capital Management LLC | 375,951 | $2.26M | 0.00% | −12,628−3.2% | Reduced |
| Neuberger Berman Group LLC | 358,578 | $2.15M | 0.00% | +35,657+11.0% | Added |
| Bank of Montreal | 340,407 | $2.07M | 0.00% | +1,663+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 343,392 | $2.06M | 0.01% | +19,843+6.1% | Added |
| Davenport & Co LLC | 329,307 | $1.98M | 0.02% | +329,307 | New |
| First Republic Investment Management, Inc. | 329,077 | $1.98M | 0.01% | +22,639+7.4% | Added |
| Seven Eight Capital, LP | 326,600 | $1.96M | 0.27% | +152,400+87.5% | Added |
| Profund Advisors LLC | 325,431 | $1.96M | 0.07% | +16,398+5.3% | Added |
| Comerica Bank | 353,397 | $1.94M | 0.01% | −21,751−5.8% | Reduced |
| American Century Companies Inc | 304,428 | $1.83M | 0.00% | +16,813+5.8% | Added |
| The PNC Financial Services Group, Inc. | 302,973 | $1.82M | 0.00% | +6,752+2.3% | Added |
| Thrivent Financial for Lutherans | 300,528 | $1.81M | 0.00% | −189,345−38.7% | Reduced |
| Ronit Capital LLP | 300,000 | $1.80M | 1.61% | +300,000 | New |
| Wells Fargo & Company | 284,076 | $1.71M | 0.00% | −943,475−76.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 282,213 | $1.70M | 0.02% | −99,911−26.1% | Reduced |
| Bank of New York Mellon Corp | 279,656 | $1.68M | 0.00% | −939,553−77.1% | Reduced |
| Longfellow Investment Management Co LLC | 276,572 | $1.66M | 0.24% | 00.0% | Unchanged |
| Keybank National Association | 261,657 | $1.57M | 0.01% | +737+0.3% | Added |
| Atria Investments LLC | 250,111 | $1.50M | 0.03% | +24,062+10.6% | Added |
| Rockefeller Capital Management L.P. | 242,132 | $1.45M | 0.01% | +51,865+27.3% | Added |
| Fiera Capital Corp | 231,539 | $1.39M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 228,242 | $1.37M | 0.01% | +12,090+5.6% | Added |
| ClariVest Asset Management LLC | 227,800 | $1.37M | 0.05% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 224,828 | $1.35M | 0.08% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 224,429 | $1.35M | 0.01% | −22,332−9.1% | Reduced |
| First Trust Advisors LP | 219,255 | $1.32M | 0.00% | −14,192−6.1% | Reduced |
| Guggenheim Capital LLC | 219,068 | $1.32M | 0.01% | −17,933−7.6% | Reduced |
| Nuveen Asset Management, LLC | 214,024 | $1.29M | 0.00% | +171,905+408.1% | Added |
| Calamos Advisors LLC | 210,850 | $1.27M | 0.01% | +30,910+17.2% | Added |
| Ashmore Group plc | 192,319 | $1.16M | 0.28% | −34,801−15.3% | Reduced |
| Janney Montgomery Scott LLC | 189,575 | $1.14M | 0.01% | −43,362−18.6% | Reduced |
| Eagle Global Advisors LLC | 189,000 | $1.14M | 0.07% | −36,000−16.0% | Reduced |
| FDx Advisors, Inc. | 177,374 | $1.07M | 0.04% | +20.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 174,952 | $1.05M | 0.00% | −3,823−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 170,850 | $1.03M | 0.00% | −12,943−7.0% | Reduced |
| Tocqueville Asset Management L.P. | 169,000 | $1.02M | 0.01% | 00.0% | Unchanged |
| Amundi | 165,567 | $995.0K | 0.00% | +165,567 | New |
| Candriam Luxembourg S.C.A. | 153,665 | $924.0K | 0.01% | −64,535−29.6% | Reduced |
| Squarepoint Ops LLC | 151,123 | $908.0K | 0.01% | −162,814−51.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 149,870 | $901.0K | 0.02% | +149,870 | New |
| Brandywine Global Investment Management, LLC | 142,300 | $855.0K | 0.01% | −29,500−17.2% | Reduced |
| Citadel Advisors LLC | 139,443 | $838.0K | 0.00% | +54,583+64.3% | Added |
| DekaBank Deutsche Girozentrale | 139,346 | $816.0K | 0.00% | +79,200+131.7% | Added |
| Legacy Wealth Asset Management, LLC | 133,311 | $801.0K | 0.36% | −2,086−1.5% | Reduced |
| Capital Markets Trading UK LLP | 132,456 | $796.0K | 0.80% | +12,812+10.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 122,831 | $738.0K | 0.00% | −31,033−20.2% | Reduced |
| Nomura Asset Management Co Ltd | 122,591 | $736.8K | 0.00% | −72,648−37.2% | Reduced |
| People's United Financial, Inc. | 121,493 | $730.0K | 0.02% | +4,621+4.0% | Added |
| Quattro Financial Advisors LLC | 125,000 | $716.0K | 0.19% | +25,000+25.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 117,000 | $703.0K | 0.02% | +47,000+67.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 116,409 | $700.0K | 0.18% | +116,409 | New |
| United Maritime Capital LLC | 112,676 | $678.0K | 0.51% | −7,000−5.8% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 107,626 | $646.8K | 0.08% | −2,345,573−95.6% | Reduced |
| True North Advisors, LLC | 106,336 | $639.0K | 0.13% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 102,947 | $619.0K | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 102,682 | $617.0K | 0.00% | +102,682 | New |
| Brinker Capital Investments, LLC | 96,760 | $582.0K | 0.01% | +35,333+57.5% | Added |
| Dimensional Fund Advisors LP | 95,142 | $572.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 94,899 | $571.0K | 0.00% | +36,592+62.8% | Added |
| Standard Life Aberdeen plc | 85,172 | $512.0K | 0.00% | −28,900−25.3% | Reduced |
| Pitcairn Co | 81,822 | $491.0K | 0.03% | +16,707+25.7% | Added |
| Park Avenue Securities LLC | 80,743 | $485.0K | 0.01% | −20,486−20.2% | Reduced |
| Raymond James & Associates | 79,559 | $478.0K | 0.00% | −121,311−60.4% | Reduced |
| Wealth Alliance | 78,965 | $475.0K | 0.11% | +765+1.0% | Added |
| Pathstone Family Office, LLC | 77,154 | $466.0K | 0.01% | +20,340+35.8% | Added |
| London & Capital Asset Management Ltd | 75,000 | $451.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 74,656 | $449.0K | 0.08% | +2,773+3.9% | Added |
| Level Four Advisory Services, LLC | 73,927 | $444.0K | 0.03% | +3,479+4.9% | Added |
| Prudential Financial Inc | 70,594 | $424.0K | 0.00% | −2,804−3.8% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 68,356 | $411.0K | 0.10% | −6,506−8.7% | 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 |
| DnB Asset Management AS | 63,073 | $379.1K | 0.00% | −7,076−10.1% | Reduced |
| Eqis Capital Management, Inc. | 62,458 | $375.0K | 0.03% | −1,191−1.9% | Reduced |
| Cresset Asset Management, LLC | 61,054 | $368.0K | 0.01% | +3,558+6.2% | Added |
| Banco Santander, S.A. | 59,804 | $359.0K | 0.00% | −4,708−7.3% | Reduced |
| TD Private Client Wealth LLC | 59,336 | $356.6K | 0.02% | −2,373−3.8% | Reduced |
| Marks Group Wealth Management, Inc | 59,010 | $355.0K | 0.05% | +2,210+3.9% | Added |
| KCS Wealth Advisory | 58,815 | $353.0K | 0.17% | +32,839+126.4% | Added |
| 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 |
| ExodusPoint Capital Management, LP | 52,236 | $314.0K | 0.00% | +52,236 | New |
| PEAK6 Investments LLC | 51,243 | $308.0K | 0.01% | +31,347+157.6% | Added |
| Edgestream Partners, L.P. | 50,296 | $302.0K | 0.02% | −507,862−91.0% | Reduced |
| Kamunting Street Capital Management, L.P. | 50,000 | $301.0K | 0.17% | +50,000 | New |
| 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 |
| One Wealth Advisors, LLC | 48,355 | $291.0K | 0.09% | +4,834+11.1% | Added |
| Winton Group Ltd | 47,672 | $287.0K | 0.02% | +47,672 | New |
| MML Investors Services, LLC | 47,409 | $285.0K | 0.00% | −5,145−9.8% | Reduced |
| Captrust Financial Advisors | 46,000 | $276.0K | 0.00% | −31,903−41.0% | Reduced |
| Checchi Capital Advisers, LLC | 44,550 | $268.0K | 0.03% | +1,698+4.0% | Added |