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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 31,943 | $168.0K | 0.02% | +4,601+16.8% | Added |
| Avestar Capital, LLC | 32,208 | $170.0K | 0.03% | +678+2.2% | Added |
| Sompo Asset Management Co., Ltd. | 32,960 | $173.0K | 0.04% | −25,000−43.1% | Reduced |
| Comerica Securities,inc. | 34,330 | $181.0K | 0.01% | +277+0.8% | Added |
| Capital Markets Trading UK LLP | 35,164 | $186.0K | 0.15% | −97,292−73.5% | Reduced |
| Hilltop Holdings Inc. | 35,599 | $187.0K | 0.02% | +6,929+24.2% | Added |
| Financial Counselors Inc | 37,759 | $199.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 37,974 | $200.0K | 0.00% | +37,974 | New |
| Snowden Capital Advisors LLC | 38,032 | $200.4K | 0.01% | +15,427+68.2% | Added |
| Wetherby Asset Management Inc | 38,115 | $201.0K | 0.01% | +109+0.3% | Added |
| Peapack Gladstone Financial Corp | 40,829 | $215.0K | 0.00% | +1,179+3.0% | Added |
| HBK Sorce Advisory LLC | 40,967 | $216.0K | 0.01% | +888+2.2% | Added |
| Captrust Financial Advisors | 42,114 | $222.0K | 0.00% | −3,886−8.4% | Reduced |
| River Road Asset Management, LLC | 42,086 | $222.0K | 0.00% | +42,086 | New |
| Old National Bancorp | 43,150 | $227.0K | 0.01% | +1,034+2.5% | Added |
| Vestmark Advisory Solutions, Inc. | 44,313 | $234.0K | 0.02% | +19,167+76.2% | Added |
| M&T Bank Corp | 44,672 | $236.0K | 0.00% | +8,790+24.5% | Added |
| Checchi Capital Advisers, LLC | 45,210 | $238.0K | 0.03% | +660+1.5% | Added |
| Raymond James & Associates | 47,955 | $253.0K | 0.00% | −31,604−39.7% | Reduced |
| One Wealth Advisors, LLC | 48,513 | $256.0K | 0.08% | +158+0.3% | Added |
| HighTower Advisors, LLC | 49,298 | $261.0K | 0.00% | +5,564+12.7% | Added |
| American National Insurance Co | 49,808 | $262.0K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 49,808 | $262.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 55,579 | $293.0K | 0.00% | +8,170+17.2% | Added |
| First Eagle Investment Management, LLC | 56,935 | $300.0K | 0.00% | +56,935 | New |
| Investidor Profissional Gestao de Recursos Ltda. | 57,725 | $304.0K | 0.07% | −10,631−15.6% | Reduced |
| TD Private Client Wealth LLC | 57,692 | $304.0K | 0.01% | −1,644−2.8% | Reduced |
| DnB Asset Management AS | 58,163 | $306.5K | 0.00% | −4,910−7.8% | Reduced |
| KCS Wealth Advisory | 60,785 | $320.0K | 0.15% | +1,970+3.3% | Added |
| Advisor Partners LLC | 60,733 | $320.0K | 0.02% | +2,782+4.8% | Added |
| Banco Santander, S.A. | 74,278 | $323.0K | 0.00% | +14,474+24.2% | Added |
| Eqis Capital Management, Inc. | 62,257 | $328.0K | 0.03% | −201−0.3% | Reduced |
| Cresset Asset Management, LLC | 68,163 | $359.0K | 0.00% | +7,109+11.6% | Added |
| Tower Research Capital LLC (TRC) | 71,202 | $375.0K | 0.01% | +71,202 | New |
| YorkBridge Wealth Partners, LLC | 71,363 | $376.0K | 0.09% | +4,686+7.0% | Added |
| Pitcairn Co | 71,642 | $377.0K | 0.03% | −10,180−12.4% | Reduced |
| Marks Group Wealth Management, Inc | 71,695 | $383.0K | 0.05% | +12,685+21.5% | Added |
| Prelude Capital Management, LLC | 72,800 | $384.0K | 0.02% | +72,800 | New |
| Baldwin Investment Management, LLC | 74,656 | $393.0K | 0.07% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 75,000 | $395.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 87,421 | $461.0K | 0.01% | +6,678+8.3% | Added |
| Dimensional Fund Advisors LP | 88,924 | $469.0K | 0.00% | −6,218−6.5% | Reduced |
| Prudential Financial Inc | 89,645 | $470.0K | 0.00% | +19,051+27.0% | Added |
| Wealth Alliance | 90,985 | $480.0K | 0.11% | +12,020+15.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 95,755 | $505.0K | 0.00% | −6,927−6.7% | Reduced |
| Rockefeller Capital Management L.P. | 96,380 | $506.0K | 0.00% | −145,752−60.2% | Reduced |
| People's United Financial, Inc. | 97,585 | $514.0K | 0.01% | −23,908−19.7% | Reduced |
| Regions Financial Corp | 100,515 | $529.0K | 0.00% | +5,616+5.9% | Added |
| ClariVest Asset Management LLC | 103,100 | $543.0K | 0.02% | −124,700−54.7% | Reduced |
| Pathstone Family Office, LLC | 103,894 | $548.0K | 0.02% | +26,740+34.7% | Added |
| Quattro Financial Advisors LLC | 125,000 | $557.0K | 0.15% | 00.0% | Unchanged |
| True North Advisors, LLC | 106,336 | $560.0K | 0.11% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 96,760 | $582.0K | 0.01% | 00.0% | Unchanged |
| United Maritime Capital LLC | 115,676 | $610.0K | 0.68% | +3,000+2.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 117,000 | $616.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 122,831 | $647.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 158,818 | $656.0K | 0.00% | −194,579−55.1% | Reduced |
| Quantitative Investment Management, LLC | 126,163 | $664.0K | 0.06% | −431,060−77.4% | Reduced |
| Engineers Gate Manager LP | 127,751 | $673.0K | 0.04% | +127,751 | New |
| Candriam Luxembourg S.C.A. | 141,665 | $749.0K | 0.01% | −12,000−7.8% | Reduced |
| Brandywine Global Investment Management, LLC | 142,300 | $750.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 146,884 | $774.0K | 0.00% | −72,184−33.0% | Reduced |
| Cullen Capital Management LLC | 153,047 | $807.0K | 0.01% | −568,903−78.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 160,232 | $844.0K | 0.39% | +26,921+20.2% | Added |
| DekaBank Deutsche Girozentrale | 169,346 | $883.0K | 0.00% | +30,000+21.5% | Added |
| Boothbay Fund Management, LLC | 177,672 | $936.0K | 0.04% | +177,672 | New |
| Mitsubishi UFJ Trust & Banking Corp | 180,852 | $953.0K | 0.00% | +5,900+3.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 188,107 | $991.0K | 0.05% | +85,160+82.7% | Added |
| Advisor Group Holdings, Inc. | 192,406 | $1.01M | 0.00% | +21,556+12.6% | Added |
| FDx Advisors, Inc. | 205,326 | $1.08M | 0.03% | +27,952+15.8% | Added |
| Amundi | 205,982 | $1.09M | 0.00% | +40,415+24.4% | Added |
| Newfoundland Capital Management | 207,700 | $1.09M | 1.04% | +207,700 | New |
| UBS Asset Management Americas Inc | 214,550 | $1.13M | 0.00% | −277,016−56.4% | Reduced |
| First Trust Advisors LP | 215,076 | $1.13M | 0.00% | −4,179−1.9% | Reduced |
| FNY Investment Advisers, LLC | 270,000 | $1.17M | 0.55% | +270,000 | New |
| Profund Advisors LLC | 222,612 | $1.17M | 0.04% | −102,819−31.6% | Reduced |
| Pzena Investment Management LLC | 224,429 | $1.18M | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 224,828 | $1.18M | 0.07% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 234,628 | $1.24M | 0.12% | −91,972−28.2% | Reduced |
| Mariner, LLC | 235,919 | $1.24M | 0.01% | +7,677+3.4% | Added |
| Keybank National Association | 260,586 | $1.37M | 0.01% | −1,071−0.4% | Reduced |
| Eagle Global Advisors LLC | 263,000 | $1.39M | 0.09% | +74,000+39.2% | Added |
| Wells Fargo & Company | 264,658 | $1.40M | 0.00% | −19,418−6.8% | Reduced |
| Longfellow Investment Management Co LLC | 276,572 | $1.46M | 0.24% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 277,135 | $1.46M | 0.01% | +87,560+46.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 343,799 | $1.53M | 0.00% | +407+0.1% | Added |
| Atria Investments LLC | 293,584 | $1.55M | 0.03% | +43,473+17.4% | Added |
| Thrivent Financial for Lutherans | 296,843 | $1.56M | 0.00% | −3,685−1.2% | Reduced |
| Marathon Trading Investment Management LLC | 301,300 | $1.59M | 0.76% | +301,300 | New |
| Marshall Wace North America L.P. | 302,837 | $1.59M | 0.01% | +302,837 | New |
| SG Americas Securities, LLC | 328,903 | $1.73M | 0.01% | −787,278−70.5% | Reduced |
| Liontrust Investment Partners LLP | 331,743 | $1.75M | 0.02% | +331,743 | New |
| Neuberger Berman Group LLC | 332,815 | $1.75M | 0.00% | −25,763−7.2% | Reduced |
| First Republic Investment Management, Inc. | 347,690 | $1.83M | 0.00% | +18,613+5.7% | Added |
| Bank of Montreal | 353,134 | $1.88M | 0.00% | +12,727+3.7% | Added |
| Parallax Volatility Advisers, L.P. | 358,411 | $1.89M | 0.02% | +76,198+27.0% | Added |
| The PNC Financial Services Group, Inc. | 371,302 | $1.96M | 0.00% | +68,329+22.6% | Added |
| Davenport & Co LLC | 451,739 | $1.96M | 0.01% | +122,432+37.2% | Added |
| Cubist Systematic Strategies, LLC | 384,476 | $2.03M | 0.03% | −203,054−34.6% | Reduced |
| American Century Companies Inc | 437,560 | $2.31M | 0.00% | +133,132+43.7% | Added |