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, Q3 2021
Institutional positions in Itau Unibanco Holding S.A. as of Sep 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
- 306
- +4 vs. Q2 2021
- Shares held
- 1.03B
- −28.5M (−2.7%) vs. Q2 2021
- Total value
- $5.44B
- −$938.9M (−14.7%) vs. Q2 2021
- New holders
- 44
- 114 more added
- Sold out
- 40
- 89 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harding Loevner LP | 129,798,126 | $684.0M | 2.73% | −554,743−0.4% | Reduced |
| Schroder Investment Management Group | 115,953,491 | $611.1M | 0.98% | −46,951,543−28.8% | Reduced |
| Goldman Sachs Group Inc | 66,292,786 | $349.4M | 0.09% | +7,769,998+13.3% | Added |
| Baillie Gifford & Co | 50,312,410 | $265.1M | 0.14% | −608,902−1.2% | Reduced |
| Westwood Global Investments, LLC | 48,774,768 | $257.0M | 16.48% | +2,801,559+6.1% | Added |
| FMR LLC | 43,668,755 | $230.1M | 0.02% | +2,839,921+7.0% | Added |
| Bank of America Corp | 35,330,626 | $186.2M | 0.02% | +23,440,017+197.1% | Added |
| Franklin Resources Inc | 32,813,924 | $172.9M | 0.07% | +731,047+2.3% | Added |
| Vanguard Group Inc | 31,186,326 | $164.4M | 0.00% | −504,475−1.6% | Reduced |
| BlackRock Inc. | 30,905,333 | $162.9M | 0.00% | −1,596,037−4.9% | Reduced |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 28,600,000 | $150.7M | 1.49% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24,777,567 | $130.6M | 0.02% | +3,266,698+15.2% | Added |
| Dodge & Cox | 24,067,305 | $126.8M | 0.08% | +14,300+0.1% | Added |
| Fisher Asset Management, LLC | 21,634,092 | $114.0M | 0.07% | −1,226,705−5.4% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 21,299,528 | $112.2M | 1.64% | +495,736+2.4% | Added |
| State Street Corp | 16,841,915 | $88.8M | 0.00% | −656,210−3.8% | Reduced |
| Mondrian Investment Partners LTD | 16,764,449 | $88.3M | 1.78% | −1,003,788−5.6% | Reduced |
| Swedbank AB | 16,000,000 | $84.3M | 0.16% | 00.0% | Unchanged |
| Cambiar Investors LLC | 15,986,767 | $84.3M | 2.89% | +4,956,283+44.9% | Added |
| Orbis Allan Gray Ltd | 15,274,129 | $80.5M | 0.55% | +2,173,866+16.6% | Added |
| Macquarie Group Ltd | 13,622,708 | $71.8M | 0.06% | −26,600−0.2% | Reduced |
| Seafarer Capital Partners, LLC | 11,459,000 | $60.4M | 31.45% | +613,000+5.7% | Added |
| Itau Unibanco Holding S.A. | 9,658,135 | $50.9M | 2.73% | +9,658,135 | New |
| Dynamo Administracao de Recursos Ltda. | 9,045,623 | $47.7M | 15.59% | +5,676,634+168.5% | Added |
| Deutsche Bank AG | 7,910,557 | $41.7M | 0.02% | +835,685+11.8% | Added |
| Morgan Stanley | 7,863,825 | $41.4M | 0.01% | −6,509,277−45.3% | Reduced |
| Credit Suisse AG | 7,650,467 | $40.3M | 0.03% | −2,854,664−27.2% | Reduced |
| Northcape Capital Pty Ltd | 7,147,236 | $37.7M | 4.00% | −174,295−2.4% | Reduced |
| Dynamo Internacional Gestao de Recursos Ltda. | 7,046,377 | $37.1M | 3.71% | +4,636,466+192.4% | Added |
| Charles Schwab Investment Management Inc | 6,406,188 | $33.8M | 0.01% | +107,264+1.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 5,781,272 | $30.5M | 6.04% | +5,673,646+5,271.6% | Added |
| Northern Trust Corp | 5,672,171 | $29.9M | 0.01% | −2,393,877−29.7% | Reduced |
| UBS Group AG | 5,263,403 | $27.7M | 0.01% | +303,859+6.1% | Added |
| Optiver Holding B.V. | 4,232,211 | $22.3M | 0.03% | +2,595,561+158.6% | Added |
| USS Investment Management Ltd | 3,839,966 | $20.3M | 0.17% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,781,741 | $19.9M | 0.03% | −1,237,258−24.7% | Reduced |
| Millennium Management LLC | 3,773,368 | $19.9M | 0.03% | +3,266,268+644.1% | Added |
| State of New Jersey Common Pension Fund D | 3,760,803 | $19.8M | 0.06% | −46,868−1.2% | Reduced |
| Ameriprise Financial Inc | 3,750,532 | $19.8M | 0.01% | +216,489+6.1% | Added |
| INCA Investments LLC | 3,556,000 | $18.7M | 8.68% | −1,850,000−34.2% | Reduced |
| GQG Partners LLC | 3,517,815 | $18.5M | 0.05% | +1,548,015+78.6% | Added |
| Todd Asset Management LLC | 3,398,166 | $17.9M | 0.41% | +50,061+1.5% | Added |
| LMR Partners LLP | 3,330,000 | $17.5M | 0.24% | +3,330,000 | New |
| Canada Pension Plan Investment Board | 3,200,000 | $16.9M | 0.02% | +3,200,000 | New |
| STRS Ohio | 3,100,000 | $16.3M | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,095,474 | $16.3M | 0.02% | −418,128−11.9% | Reduced |
| Legal & General Group Plc | 3,073,068 | $16.2M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 3,071,169 | $16.2M | 0.01% | +328,836+12.0% | Added |
| Royal Bank of Canada | 2,831,836 | $14.9M | 0.00% | +744,294+35.7% | Added |
| NS Partners Ltd | 2,776,954 | $14.6M | 0.75% | +863,590+45.1% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 2,630,100 | $13.9M | 2.71% | −1,278,700−32.7% | Reduced |
| GW&K Investment Management, LLC | 2,463,887 | $13.0M | 0.12% | −340,690−12.1% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 2,377,359 | $12.5M | 0.18% | −629,374−20.9% | Reduced |
| Boston Common Asset Management, LLC | 2,248,949 | $11.9M | 0.51% | +147,656+7.0% | Added |
| BNP Paribas Arbitrage, SA | 2,127,825 | $11.2M | 0.03% | −1,149,509−35.1% | Reduced |
| Sagil Capital LLP | 2,085,300 | $11.0M | 9.53% | +2,085,300 | New |
| Jane Street Group, LLC | 2,029,764 | $10.8M | 0.03% | +1,438,099+243.1% | Added |
| Steginsky Capital LLC | 2,024,965 | $10.7M | 4.01% | −9,741−0.5% | Reduced |
| Barings LLC | 1,996,581 | $10.5M | 0.24% | 00.0% | Unchanged |
| SEI Investments Co | 1,969,186 | $10.4M | 0.02% | −654,335−24.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,847,700 | $9.74M | 0.09% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,708,458 | $9.01M | 0.00% | −1,429,034−45.5% | Reduced |
| Squarepoint Ops LLC | 1,674,591 | $8.82M | 0.06% | +1,523,468+1,008.1% | Added |
| Axiom Investors LLC | 1,619,670 | $8.54M | 0.14% | −1,195,485−42.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,607,682 | $8.49M | 0.13% | +234,105+17.0% | Added |
| Leonteq Securities AG | 1,600,030 | $8.43M | 0.45% | −4,519,296−73.9% | Reduced |
| APG Asset Management N.V. | 1,850,921 | $8.42M | 0.01% | −465,000−20.1% | Reduced |
| HSBC Holdings PLC | 1,539,813 | $8.13M | 0.01% | +421,994+37.8% | Added |
| Earnest Partners LLC | 1,469,946 | $7.75M | 0.05% | −33,000−2.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,420,777 | $7.49M | 0.01% | −3,661,622−72.0% | Reduced |
| Invesco Ltd. | 1,414,341 | $7.45M | 0.00% | −97,485−6.4% | Reduced |
| Parametric Portfolio Associates LLC | 1,329,378 | $7.01M | 0.00% | +33,186+2.6% | Added |
| Susquehanna International Group, LLP | 1,303,558 | $6.87M | 0.01% | −1,404,844−51.9% | Reduced |
| Moneda S.A. Administradora General de Fondos | 1,292,401 | $6.81M | 3.84% | −339,467−20.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,291,639 | $6.81M | 0.08% | −437,579−25.3% | Reduced |
| Calamos Advisors LLC | 1,263,597 | $6.66M | 0.03% | +1,052,747+499.3% | Added |
| Discovery Capital Management, LLC | 1,211,100 | $6.38M | 0.49% | +1,211,100 | New |
| Susquehanna Fundamental Investments, LLC | 1,147,248 | $6.05M | 0.11% | +997,378+665.5% | Added |
| Pinebridge Investments, L.P. | 1,117,205 | $5.89M | 0.07% | +51,560+4.8% | Added |
| Citigroup Inc | 1,116,065 | $5.88M | 0.01% | −4,319,567−79.5% | Reduced |
| Geode Capital Management, LLC | 1,090,817 | $5.75M | 0.00% | −117,263−9.7% | Reduced |
| Polar Capital Holdings Plc | 1,054,006 | $5.55M | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 984,381 | $5.19M | 0.00% | −435,132−30.7% | Reduced |
| E. Ohman J:or Asset Management AB | 968,264 | $5.10M | 0.16% | +17,000+1.8% | Added |
| Storebrand Asset Management AS | 936,615 | $4.94M | 0.02% | −828,574−46.9% | Reduced |
| US Bancorp | 883,519 | $4.66M | 0.01% | −11,988−1.3% | Reduced |
| Massachusetts Financial Services Co | 828,492 | $4.37M | 0.00% | +126,003+17.9% | Added |
| Trillium Asset Management, LLC | 815,574 | $4.30M | 0.11% | +39,645+5.1% | Added |
| Madison Asset Management, LLC | 730,658 | $3.85M | 0.05% | −1,251−0.2% | Reduced |
| Natixis Advisors, L.P. | 692,522 | $3.65M | 0.02% | −30,486−4.2% | Reduced |
| Nuveen Asset Management, LLC | 690,145 | $3.64M | 0.00% | +476,121+222.5% | Added |
| Clearbridge Investments, LLC | 671,658 | $3.54M | 0.00% | −30,625−4.4% | Reduced |
| Blueshift Asset Management, LLC | 669,417 | $3.53M | 0.20% | +640,939+2,250.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 664,062 | $3.50M | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 800,000 | $3.47M | 0.00% | −15,058−1.8% | Reduced |
| Daiwa Securities Group Inc. | 787,347 | $3.42M | 0.02% | −58,000−6.9% | Reduced |
| Oppenheimer Asset Management Inc. | 610,210 | $3.22M | 0.05% | −2,394−0.4% | Reduced |
| WP Advisors, LLC | 578,833 | $3.05M | 1.25% | +16,000+2.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 543,759 | $2.87M | 0.15% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 543,051 | $2.86M | 0.00% | +263,395+94.2% | Added |