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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 440,000 | $2.32M | 0.10% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 455,064 | $2.40M | 0.06% | −1,279−0.3% | Reduced |
| AQR Capital Management LLC | 456,823 | $2.41M | 0.00% | +80,872+21.5% | Added |
| Brown Advisory Inc | 457,890 | $2.41M | 0.00% | −202,334−30.6% | Reduced |
| Fifth Third Bancorp | 500,454 | $2.64M | 0.01% | +8,235+1.7% | Added |
| Truist Financial Corp | 525,029 | $2.77M | 0.00% | −3,932−0.7% | Reduced |
| Bank of New York Mellon Corp | 543,051 | $2.86M | 0.00% | +263,395+94.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 543,759 | $2.87M | 0.15% | 00.0% | Unchanged |
| WP Advisors, LLC | 578,833 | $3.05M | 1.25% | +16,000+2.8% | Added |
| Oppenheimer Asset Management Inc. | 610,210 | $3.22M | 0.05% | −2,394−0.4% | Reduced |
| Daiwa Securities Group Inc. | 787,347 | $3.42M | 0.02% | −58,000−6.9% | Reduced |
| Allianz Asset Management GmbH | 800,000 | $3.47M | 0.00% | −15,058−1.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 664,062 | $3.50M | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 669,417 | $3.53M | 0.20% | +640,939+2,250.6% | Added |
| Clearbridge Investments, LLC | 671,658 | $3.54M | 0.00% | −30,625−4.4% | Reduced |
| Nuveen Asset Management, LLC | 690,145 | $3.64M | 0.00% | +476,121+222.5% | Added |
| Natixis Advisors, L.P. | 692,522 | $3.65M | 0.02% | −30,486−4.2% | Reduced |
| Madison Asset Management, LLC | 730,658 | $3.85M | 0.05% | −1,251−0.2% | Reduced |
| Trillium Asset Management, LLC | 815,574 | $4.30M | 0.11% | +39,645+5.1% | Added |
| Massachusetts Financial Services Co | 828,492 | $4.37M | 0.00% | +126,003+17.9% | Added |
| US Bancorp | 883,519 | $4.66M | 0.01% | −11,988−1.3% | Reduced |
| Storebrand Asset Management AS | 936,615 | $4.94M | 0.02% | −828,574−46.9% | Reduced |
| E. Ohman J:or Asset Management AB | 968,264 | $5.10M | 0.16% | +17,000+1.8% | Added |
| Barclays PLC | 984,381 | $5.19M | 0.00% | −435,132−30.7% | Reduced |
| Polar Capital Holdings Plc | 1,054,006 | $5.55M | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,090,817 | $5.75M | 0.00% | −117,263−9.7% | Reduced |
| Citigroup Inc | 1,116,065 | $5.88M | 0.01% | −4,319,567−79.5% | Reduced |
| Pinebridge Investments, L.P. | 1,117,205 | $5.89M | 0.07% | +51,560+4.8% | Added |
| Susquehanna Fundamental Investments, LLC | 1,147,248 | $6.05M | 0.11% | +997,378+665.5% | Added |
| Discovery Capital Management, LLC | 1,211,100 | $6.38M | 0.49% | +1,211,100 | New |
| Calamos Advisors LLC | 1,263,597 | $6.66M | 0.03% | +1,052,747+499.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,291,639 | $6.81M | 0.08% | −437,579−25.3% | Reduced |
| Moneda S.A. Administradora General de Fondos | 1,292,401 | $6.81M | 3.84% | −339,467−20.8% | Reduced |
| Susquehanna International Group, LLP | 1,303,558 | $6.87M | 0.01% | −1,404,844−51.9% | Reduced |
| Parametric Portfolio Associates LLC | 1,329,378 | $7.01M | 0.00% | +33,186+2.6% | Added |
| Invesco Ltd. | 1,414,341 | $7.45M | 0.00% | −97,485−6.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,420,777 | $7.49M | 0.01% | −3,661,622−72.0% | Reduced |
| Earnest Partners LLC | 1,469,946 | $7.75M | 0.05% | −33,000−2.2% | Reduced |
| HSBC Holdings PLC | 1,539,813 | $8.13M | 0.01% | +421,994+37.8% | Added |
| APG Asset Management N.V. | 1,850,921 | $8.42M | 0.01% | −465,000−20.1% | Reduced |
| Leonteq Securities AG | 1,600,030 | $8.43M | 0.45% | −4,519,296−73.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,607,682 | $8.49M | 0.13% | +234,105+17.0% | Added |
| Axiom Investors LLC | 1,619,670 | $8.54M | 0.14% | −1,195,485−42.5% | Reduced |
| Squarepoint Ops LLC | 1,674,591 | $8.82M | 0.06% | +1,523,468+1,008.1% | Added |
| Janus Henderson Group PLC | 1,708,458 | $9.01M | 0.00% | −1,429,034−45.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,847,700 | $9.74M | 0.09% | 00.0% | Unchanged |
| SEI Investments Co | 1,969,186 | $10.4M | 0.02% | −654,335−24.9% | Reduced |
| Barings LLC | 1,996,581 | $10.5M | 0.24% | 00.0% | Unchanged |
| Steginsky Capital LLC | 2,024,965 | $10.7M | 4.01% | −9,741−0.5% | Reduced |
| Jane Street Group, LLC | 2,029,764 | $10.8M | 0.03% | +1,438,099+243.1% | Added |
| Sagil Capital LLP | 2,085,300 | $11.0M | 9.53% | +2,085,300 | New |
| BNP Paribas Arbitrage, SA | 2,127,825 | $11.2M | 0.03% | −1,149,509−35.1% | Reduced |
| Boston Common Asset Management, LLC | 2,248,949 | $11.9M | 0.51% | +147,656+7.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 2,377,359 | $12.5M | 0.18% | −629,374−20.9% | Reduced |
| GW&K Investment Management, LLC | 2,463,887 | $13.0M | 0.12% | −340,690−12.1% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 2,630,100 | $13.9M | 2.71% | −1,278,700−32.7% | Reduced |
| NS Partners Ltd | 2,776,954 | $14.6M | 0.75% | +863,590+45.1% | Added |
| Royal Bank of Canada | 2,831,836 | $14.9M | 0.00% | +744,294+35.7% | Added |
| Envestnet Asset Management Inc | 3,071,169 | $16.2M | 0.01% | +328,836+12.0% | Added |
| Legal & General Group Plc | 3,073,068 | $16.2M | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,095,474 | $16.3M | 0.02% | −418,128−11.9% | Reduced |
| STRS Ohio | 3,100,000 | $16.3M | 0.06% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,200,000 | $16.9M | 0.02% | +3,200,000 | New |
| LMR Partners LLP | 3,330,000 | $17.5M | 0.24% | +3,330,000 | New |
| Todd Asset Management LLC | 3,398,166 | $17.9M | 0.41% | +50,061+1.5% | Added |
| GQG Partners LLC | 3,517,815 | $18.5M | 0.05% | +1,548,015+78.6% | Added |
| INCA Investments LLC | 3,556,000 | $18.7M | 8.68% | −1,850,000−34.2% | Reduced |
| Ameriprise Financial Inc | 3,750,532 | $19.8M | 0.01% | +216,489+6.1% | Added |
| State of New Jersey Common Pension Fund D | 3,760,803 | $19.8M | 0.06% | −46,868−1.2% | Reduced |
| Millennium Management LLC | 3,773,368 | $19.9M | 0.03% | +3,266,268+644.1% | Added |
| Russell Investments Group, Ltd. | 3,781,741 | $19.9M | 0.03% | −1,237,258−24.7% | Reduced |
| USS Investment Management Ltd | 3,839,966 | $20.3M | 0.17% | 00.0% | Unchanged |
| Optiver Holding B.V. | 4,232,211 | $22.3M | 0.03% | +2,595,561+158.6% | Added |
| UBS Group AG | 5,263,403 | $27.7M | 0.01% | +303,859+6.1% | Added |
| Northern Trust Corp | 5,672,171 | $29.9M | 0.01% | −2,393,877−29.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 5,781,272 | $30.5M | 6.04% | +5,673,646+5,271.6% | Added |
| Charles Schwab Investment Management Inc | 6,406,188 | $33.8M | 0.01% | +107,264+1.7% | Added |
| Dynamo Internacional Gestao de Recursos Ltda. | 7,046,377 | $37.1M | 3.71% | +4,636,466+192.4% | Added |
| Northcape Capital Pty Ltd | 7,147,236 | $37.7M | 4.00% | −174,295−2.4% | Reduced |
| Credit Suisse AG | 7,650,467 | $40.3M | 0.03% | −2,854,664−27.2% | Reduced |
| Morgan Stanley | 7,863,825 | $41.4M | 0.01% | −6,509,277−45.3% | Reduced |
| Deutsche Bank AG | 7,910,557 | $41.7M | 0.02% | +835,685+11.8% | Added |
| Dynamo Administracao de Recursos Ltda. | 9,045,623 | $47.7M | 15.59% | +5,676,634+168.5% | Added |
| Itau Unibanco Holding S.A. | 9,658,135 | $50.9M | 2.73% | +9,658,135 | New |
| Seafarer Capital Partners, LLC | 11,459,000 | $60.4M | 31.45% | +613,000+5.7% | Added |
| Macquarie Group Ltd | 13,622,708 | $71.8M | 0.06% | −26,600−0.2% | Reduced |
| Orbis Allan Gray Ltd | 15,274,129 | $80.5M | 0.55% | +2,173,866+16.6% | Added |
| Cambiar Investors LLC | 15,986,767 | $84.3M | 2.89% | +4,956,283+44.9% | Added |
| Swedbank AB | 16,000,000 | $84.3M | 0.16% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 16,764,449 | $88.3M | 1.78% | −1,003,788−5.6% | Reduced |
| State Street Corp | 16,841,915 | $88.8M | 0.00% | −656,210−3.8% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 21,299,528 | $112.2M | 1.64% | +495,736+2.4% | Added |
| Fisher Asset Management, LLC | 21,634,092 | $114.0M | 0.07% | −1,226,705−5.4% | Reduced |
| Dodge & Cox | 24,067,305 | $126.8M | 0.08% | +14,300+0.1% | Added |
| JPMorgan Chase & Co | 24,777,567 | $130.6M | 0.02% | +3,266,698+15.2% | Added |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 28,600,000 | $150.7M | 1.49% | 00.0% | Unchanged |
| BlackRock Inc. | 30,905,333 | $162.9M | 0.00% | −1,596,037−4.9% | Reduced |
| Vanguard Group Inc | 31,186,326 | $164.4M | 0.00% | −504,475−1.6% | Reduced |
| Franklin Resources Inc | 32,813,924 | $172.9M | 0.07% | +731,047+2.3% | Added |
| Bank of America Corp | 35,330,626 | $186.2M | 0.02% | +23,440,017+197.1% | Added |