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, Q4 2021
Institutional positions in Itau Unibanco Holding S.A. as of Dec 31, 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
- 269
- −34 vs. Q3 2021
- Shares held
- 1.04B
- +11.6M (+1.1%) vs. Q3 2021
- Total value
- $3.92B
- −$1.51B (−27.9%) vs. Q3 2021
- New holders
- 39
- 75 more added
- Sold out
- 73
- 117 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 163,823,052 | $614.3M | 0.83% | +47,869,561+41.3% | Added |
| Goldman Sachs Group Inc | 122,909,929 | $460.9M | 0.11% | +56,617,143+85.4% | Added |
| Westwood Global Investments, LLC | 57,383,195 | $215.2M | 13.52% | +8,608,427+17.6% | Added |
| Morgan Stanley | 51,086,262 | $191.6M | 0.02% | +43,222,437+549.6% | Added |
| Orbis Allan Gray Ltd | 45,511,494 | $170.7M | 1.26% | +30,237,365+198.0% | Added |
| Bank of America Corp | 40,117,628 | $150.4M | 0.02% | +4,787,002+13.5% | Added |
| Harding Loevner LP | 37,404,293 | $140.3M | 0.54% | −92,393,833−71.2% | Reduced |
| Franklin Resources Inc | 33,480,116 | $125.5M | 0.05% | +666,192+2.0% | Added |
| Vanguard Group Inc | 31,326,742 | $117.5M | 0.00% | +140,416+0.5% | Added |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 28,600,000 | $107.3M | 1.02% | 00.0% | Unchanged |
| BlackRock Inc. | 26,855,276 | $100.7M | 0.00% | −4,050,057−13.1% | Reduced |
| Dodge & Cox | 26,060,805 | $97.7M | 0.06% | +1,993,500+8.3% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 22,530,531 | $84.5M | 0.98% | +1,231,003+5.8% | Added |
| Itau Unibanco Holding S.A. | 21,006,360 | $77.2M | 2.63% | +11,348,225+117.5% | Added |
| Fisher Asset Management, LLC | 20,085,311 | $75.3M | 0.04% | −1,548,781−7.2% | Reduced |
| Baillie Gifford & Co | 19,139,791 | $71.8M | 0.04% | −31,172,619−62.0% | Reduced |
| State Street Corp | 16,590,528 | $63.0M | 0.00% | −251,387−1.5% | Reduced |
| JPMorgan Chase & Co | 16,680,360 | $62.6M | 0.01% | −8,097,207−32.7% | Reduced |
| Mondrian Investment Partners LTD | 15,594,833 | $58.5M | 1.16% | −1,169,616−7.0% | Reduced |
| Swedbank AB | 14,000,000 | $52.4M | 0.09% | −2,000,000−12.5% | Reduced |
| Macquarie Group Ltd | 12,990,116 | $48.7M | 0.04% | −632,592−4.6% | Reduced |
| Credit Suisse AG | 12,077,532 | $45.3M | 0.04% | +4,427,065+57.9% | Added |
| Seafarer Capital Partners, LLC | 11,459,000 | $43.0M | 24.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 9,238,028 | $41.1M | 0.05% | +5,005,817+118.3% | Added |
| Deutsche Bank AG | 8,385,773 | $31.4M | 0.01% | +475,216+6.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 7,528,337 | $28.2M | 5.65% | +1,747,065+30.2% | Added |
| Citigroup Inc | 7,464,960 | $28.0M | 0.03% | +6,348,895+568.9% | Added |
| Northcape Capital Pty Ltd | 7,329,151 | $27.5M | 2.80% | +181,915+2.5% | Added |
| Dynamo Administracao de Recursos Ltda. | 7,006,277 | $26.3M | 10.55% | −2,039,346−22.5% | Reduced |
| UBS Group AG | 6,223,505 | $23.3M | 0.01% | +960,102+18.2% | Added |
| Renaissance Technologies LLC | 6,054,374 | $22.7M | 0.03% | +6,054,374 | New |
| Dynamo Internacional Gestao de Recursos Ltda. | 5,197,823 | $19.5M | 2.02% | −1,848,554−26.2% | Reduced |
| Citadel Advisors LLC | 5,132,339 | $19.2M | 0.02% | +5,132,339 | New |
| GQG Partners LLC | 4,875,868 | $18.3M | 0.05% | +1,358,053+38.6% | Added |
| Northern Trust Corp | 4,588,192 | $17.2M | 0.00% | −1,083,979−19.1% | Reduced |
| STRS Ohio | 4,400,000 | $16.5M | 0.06% | +1,300,000+41.9% | Added |
| Victory Capital Management Inc | 4,352,718 | $16.3M | 0.02% | +4,352,718 | New |
| Russell Investments Group, Ltd. | 4,296,055 | $16.1M | 0.03% | +514,314+13.6% | Added |
| Canada Pension Plan Investment Board | 3,949,500 | $14.8M | 0.02% | +749,500+23.4% | Added |
| USS Investment Management Ltd | 3,839,966 | $14.4M | 0.11% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,833,714 | $14.4M | 0.03% | +1,705,889+80.2% | Added |
| State of New Jersey Common Pension Fund D | 3,826,037 | $14.3M | 0.04% | +65,234+1.7% | Added |
| Todd Asset Management LLC | 3,289,999 | $12.3M | 0.27% | −108,167−3.2% | Reduced |
| Jane Street Group, LLC | 3,277,294 | $12.3M | 0.02% | +1,247,530+61.5% | Added |
| Legal & General Group Plc | 3,073,068 | $11.5M | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,937,340 | $11.0M | 0.50% | +1,337,310+83.6% | Added |
| NS Partners Ltd | 2,910,754 | $10.9M | 0.51% | +133,800+4.8% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 2,630,100 | $9.86M | 3.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 2,602,915 | $9.76M | 0.00% | −1,147,617−30.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,513,452 | $9.40M | 0.12% | +2,513,452 | New |
| Lazard Asset Management LLC | 2,441,559 | $9.15M | 0.01% | −653,915−21.1% | Reduced |
| Boston Common Asset Management, LLC | 2,414,482 | $9.05M | 0.37% | +165,533+7.4% | Added |
| Barings LLC | 2,226,342 | $8.35M | 0.22% | +229,761+11.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,180,763 | $8.20M | 0.11% | +573,081+35.6% | Added |
| Qube Research & Technologies Ltd | 2,010,872 | $7.54M | 0.06% | +2,010,872 | New |
| INCA Investments LLC | 1,975,006 | $7.41M | 4.80% | −1,580,994−44.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,847,700 | $6.93M | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,720,296 | $6.69M | 0.01% | +180,483+11.7% | Added |
| Royal Bank of Canada | 1,704,245 | $6.39M | 0.00% | −1,127,591−39.8% | Reduced |
| Envestnet Asset Management Inc | 1,686,292 | $6.32M | 0.00% | −1,384,877−45.1% | Reduced |
| Marshall Wace, LLP | 1,635,451 | $6.13M | 0.01% | +1,620,118+10,566.2% | Added |
| APG Asset Management N.V. | 1,850,921 | $6.10M | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,503,959 | $5.64M | 0.03% | +34,013+2.3% | Added |
| SEI Investments Co | 1,375,202 | $5.17M | 0.01% | −593,984−30.2% | Reduced |
| Invesco Ltd. | 1,314,341 | $4.93M | 0.00% | −100,000−7.1% | Reduced |
| Millennium Management LLC | 1,266,933 | $4.75M | 0.01% | −2,506,435−66.4% | Reduced |
| Trillium Asset Management, LLC | 1,224,232 | $4.59M | 0.11% | +408,658+50.1% | Added |
| Moneda S.A. Administradora General de Fondos | 1,207,313 | $4.53M | 2.56% | −85,088−6.6% | Reduced |
| Parametric Portfolio Associates LLC | 1,111,114 | $4.17M | 0.00% | −218,264−16.4% | Reduced |
| Geode Capital Management, LLC | 1,089,565 | $4.08M | 0.00% | −1,252−0.1% | Reduced |
| Sagil Capital LLP | 1,085,300 | $4.07M | 2.32% | −1,000,000−48.0% | Reduced |
| Barclays PLC | 1,000,848 | $3.75M | 0.00% | +16,467+1.7% | Added |
| Pinebridge Investments, L.P. | 956,612 | $3.59M | 0.04% | −160,593−14.4% | Reduced |
| Oaktree Fund Advisors, LLC | 948,453 | $3.56M | 7.28% | +938,752+9,676.9% | Added |
| Pendal Group Limited | 945,664 | $3.55M | 0.03% | +945,664 | New |
| Storebrand Asset Management AS | 936,615 | $3.51M | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 934,264 | $3.50M | 0.10% | −34,000−3.5% | Reduced |
| Glovista Investments LLC | 855,370 | $3.21M | 0.89% | +855,370 | New |
| Massachusetts Financial Services Co | 847,698 | $3.18M | 0.00% | +19,206+2.3% | Added |
| US Bancorp | 831,505 | $3.12M | 0.00% | −52,014−5.9% | Reduced |
| Allianz Asset Management GmbH | 800,000 | $3.00M | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 776,347 | $2.91M | 0.02% | −11,000−1.4% | Reduced |
| Madison Asset Management, LLC | 705,383 | $2.65M | 0.03% | −25,275−3.5% | Reduced |
| Nuveen Asset Management, LLC | 651,340 | $2.44M | 0.00% | −38,805−5.6% | Reduced |
| American Century Companies Inc | 636,370 | $2.39M | 0.00% | +198,810+45.4% | Added |
| Calamos Advisors LLC | 602,113 | $2.26M | 0.01% | −661,484−52.3% | Reduced |
| Clearbridge Investments, LLC | 602,074 | $2.26M | 0.00% | −69,584−10.4% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 529,722 | $1.99M | 0.09% | −14,037−2.6% | Reduced |
| AQR Capital Management LLC | 527,948 | $1.98M | 0.00% | +71,125+15.6% | Added |
| Crossmark Global Holdings, Inc. | 475,340 | $1.78M | 0.04% | +20,276+4.5% | Added |
| Oppenheimer Asset Management Inc. | 471,413 | $1.77M | 0.02% | −138,797−22.7% | Reduced |
| Fifth Third Bancorp | 467,437 | $1.75M | 0.01% | −33,017−6.6% | Reduced |
| Banque Cantonale Vaudoise | 440,000 | $1.65M | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 429,301 | $1.61M | 0.00% | −95,728−18.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 416,701 | $1.56M | 0.04% | −730,547−63.7% | Reduced |
| WP Advisors, LLC | 388,941 | $1.46M | 0.61% | −189,892−32.8% | Reduced |
| Newfoundland Capital Management | 380,100 | $1.44M | 2.05% | +172,400+83.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 378,759 | $1.42M | 0.00% | +34,960+10.2% | Added |
| Quattro Financial Advisors LLC | 375,000 | $1.41M | 0.50% | +250,000+200.0% | Added |
| Indus Capital Partners, LLC | 374,955 | $1.41M | 0.34% | +374,955 | New |