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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 525,029 | $2.77M | 0.00% | −3,932−0.7% | Reduced |
| Fifth Third Bancorp | 500,454 | $2.64M | 0.01% | +8,235+1.7% | Added |
| Brown Advisory Inc | 457,890 | $2.41M | 0.00% | −202,334−30.6% | Reduced |
| AQR Capital Management LLC | 456,823 | $2.41M | 0.00% | +80,872+21.5% | Added |
| Crossmark Global Holdings, Inc. | 455,064 | $2.40M | 0.06% | −1,279−0.3% | Reduced |
| Banque Cantonale Vaudoise | 440,000 | $2.32M | 0.10% | 00.0% | Unchanged |
| American Century Companies Inc | 437,560 | $2.31M | 0.00% | +133,132+43.7% | Added |
| Cubist Systematic Strategies, LLC | 384,476 | $2.03M | 0.03% | −203,054−34.6% | Reduced |
| Davenport & Co LLC | 451,739 | $1.96M | 0.01% | +122,432+37.2% | Added |
| The PNC Financial Services Group, Inc. | 371,302 | $1.96M | 0.00% | +68,329+22.6% | Added |
| Parallax Volatility Advisers, L.P. | 358,411 | $1.89M | 0.02% | +76,198+27.0% | Added |
| Bank of Montreal | 353,134 | $1.88M | 0.00% | +12,727+3.7% | Added |
| First Republic Investment Management, Inc. | 347,690 | $1.83M | 0.00% | +18,613+5.7% | Added |
| Neuberger Berman Group LLC | 332,815 | $1.75M | 0.00% | −25,763−7.2% | Reduced |
| Liontrust Investment Partners LLP | 331,743 | $1.75M | 0.02% | +331,743 | New |
| SG Americas Securities, LLC | 328,903 | $1.73M | 0.01% | −787,278−70.5% | Reduced |
| Marshall Wace North America L.P. | 302,837 | $1.59M | 0.01% | +302,837 | New |
| Marathon Trading Investment Management LLC | 301,300 | $1.59M | 0.76% | +301,300 | New |
| Thrivent Financial for Lutherans | 296,843 | $1.56M | 0.00% | −3,685−1.2% | Reduced |
| Atria Investments LLC | 293,584 | $1.55M | 0.03% | +43,473+17.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 343,799 | $1.53M | 0.00% | +407+0.1% | Added |
| Janney Montgomery Scott LLC | 277,135 | $1.46M | 0.01% | +87,560+46.2% | Added |
| Longfellow Investment Management Co LLC | 276,572 | $1.46M | 0.24% | 00.0% | Unchanged |
| Wells Fargo & Company | 264,658 | $1.40M | 0.00% | −19,418−6.8% | Reduced |
| Eagle Global Advisors LLC | 263,000 | $1.39M | 0.09% | +74,000+39.2% | Added |
| Keybank National Association | 260,586 | $1.37M | 0.01% | −1,071−0.4% | Reduced |
| Mariner, LLC | 235,919 | $1.24M | 0.01% | +7,677+3.4% | Added |
| Seven Eight Capital, LP | 234,628 | $1.24M | 0.12% | −91,972−28.2% | Reduced |
| Baker Avenue Asset Management, LP | 224,828 | $1.18M | 0.07% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 224,429 | $1.18M | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 222,612 | $1.17M | 0.04% | −102,819−31.6% | Reduced |
| FNY Investment Advisers, LLC | 270,000 | $1.17M | 0.55% | +270,000 | New |
| First Trust Advisors LP | 215,076 | $1.13M | 0.00% | −4,179−1.9% | Reduced |
| UBS Asset Management Americas Inc | 214,550 | $1.13M | 0.00% | −277,016−56.4% | Reduced |
| Newfoundland Capital Management | 207,700 | $1.09M | 1.04% | +207,700 | New |
| Amundi | 205,982 | $1.09M | 0.00% | +40,415+24.4% | Added |
| FDx Advisors, Inc. | 205,326 | $1.08M | 0.03% | +27,952+15.8% | Added |
| Advisor Group Holdings, Inc. | 192,406 | $1.01M | 0.00% | +21,556+12.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 188,107 | $991.0K | 0.05% | +85,160+82.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 180,852 | $953.0K | 0.00% | +5,900+3.4% | Added |
| Boothbay Fund Management, LLC | 177,672 | $936.0K | 0.04% | +177,672 | New |
| DekaBank Deutsche Girozentrale | 169,346 | $883.0K | 0.00% | +30,000+21.5% | Added |
| Legacy Wealth Asset Management, LLC | 160,232 | $844.0K | 0.39% | +26,921+20.2% | Added |
| Cullen Capital Management LLC | 153,047 | $807.0K | 0.01% | −568,903−78.8% | Reduced |
| Guggenheim Capital LLC | 146,884 | $774.0K | 0.00% | −72,184−33.0% | Reduced |
| Brandywine Global Investment Management, LLC | 142,300 | $750.0K | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 141,665 | $749.0K | 0.01% | −12,000−7.8% | Reduced |
| Engineers Gate Manager LP | 127,751 | $673.0K | 0.04% | +127,751 | New |
| Quantitative Investment Management, LLC | 126,163 | $664.0K | 0.06% | −431,060−77.4% | Reduced |
| Comerica Bank | 158,818 | $656.0K | 0.00% | −194,579−55.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 122,831 | $647.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 117,000 | $616.0K | 0.01% | 00.0% | Unchanged |
| United Maritime Capital LLC | 115,676 | $610.0K | 0.68% | +3,000+2.7% | Added |
| Brinker Capital Investments, LLC | 96,760 | $582.0K | 0.01% | 00.0% | Unchanged |
| True North Advisors, LLC | 106,336 | $560.0K | 0.11% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 125,000 | $557.0K | 0.15% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 103,894 | $548.0K | 0.02% | +26,740+34.7% | Added |
| ClariVest Asset Management LLC | 103,100 | $543.0K | 0.02% | −124,700−54.7% | Reduced |
| Regions Financial Corp | 100,515 | $529.0K | 0.00% | +5,616+5.9% | Added |
| People's United Financial, Inc. | 97,585 | $514.0K | 0.01% | −23,908−19.7% | Reduced |
| Rockefeller Capital Management L.P. | 96,380 | $506.0K | 0.00% | −145,752−60.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 95,755 | $505.0K | 0.00% | −6,927−6.7% | Reduced |
| Wealth Alliance | 90,985 | $480.0K | 0.11% | +12,020+15.2% | Added |
| Prudential Financial Inc | 89,645 | $470.0K | 0.00% | +19,051+27.0% | Added |
| Dimensional Fund Advisors LP | 88,924 | $469.0K | 0.00% | −6,218−6.5% | Reduced |
| Park Avenue Securities LLC | 87,421 | $461.0K | 0.01% | +6,678+8.3% | Added |
| London & Capital Asset Management Ltd | 75,000 | $395.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 74,656 | $393.0K | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 72,800 | $384.0K | 0.02% | +72,800 | New |
| Marks Group Wealth Management, Inc | 71,695 | $383.0K | 0.05% | +12,685+21.5% | Added |
| Pitcairn Co | 71,642 | $377.0K | 0.03% | −10,180−12.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 71,363 | $376.0K | 0.09% | +4,686+7.0% | Added |
| Tower Research Capital LLC (TRC) | 71,202 | $375.0K | 0.01% | +71,202 | New |
| Cresset Asset Management, LLC | 68,163 | $359.0K | 0.00% | +7,109+11.6% | Added |
| Eqis Capital Management, Inc. | 62,257 | $328.0K | 0.03% | −201−0.3% | Reduced |
| Banco Santander, S.A. | 74,278 | $323.0K | 0.00% | +14,474+24.2% | Added |
| 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 |
| DnB Asset Management AS | 58,163 | $306.5K | 0.00% | −4,910−7.8% | Reduced |
| TD Private Client Wealth LLC | 57,692 | $304.0K | 0.01% | −1,644−2.8% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 57,725 | $304.0K | 0.07% | −10,631−15.6% | Reduced |
| First Eagle Investment Management, LLC | 56,935 | $300.0K | 0.00% | +56,935 | New |
| MML Investors Services, LLC | 55,579 | $293.0K | 0.00% | +8,170+17.2% | 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 |
| HighTower Advisors, LLC | 49,298 | $261.0K | 0.00% | +5,564+12.7% | Added |
| One Wealth Advisors, LLC | 48,513 | $256.0K | 0.08% | +158+0.3% | Added |
| Raymond James & Associates | 47,955 | $253.0K | 0.00% | −31,604−39.7% | Reduced |
| Checchi Capital Advisers, LLC | 45,210 | $238.0K | 0.03% | +660+1.5% | Added |
| M&T Bank Corp | 44,672 | $236.0K | 0.00% | +8,790+24.5% | Added |
| Vestmark Advisory Solutions, Inc. | 44,313 | $234.0K | 0.02% | +19,167+76.2% | Added |
| Old National Bancorp | 43,150 | $227.0K | 0.01% | +1,034+2.5% | 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 |
| HBK Sorce Advisory LLC | 40,967 | $216.0K | 0.01% | +888+2.2% | Added |
| Peapack Gladstone Financial Corp | 40,829 | $215.0K | 0.00% | +1,179+3.0% | Added |
| Wetherby Asset Management Inc | 38,115 | $201.0K | 0.01% | +109+0.3% | Added |
| Snowden Capital Advisors LLC | 38,032 | $200.4K | 0.01% | +15,427+68.2% | Added |
| Bokf, NA | 37,974 | $200.0K | 0.00% | +37,974 | New |
| Financial Counselors Inc | 37,759 | $199.0K | 0.00% | 00.0% | Unchanged |