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 |
|---|---|---|---|---|---|
| Old National Bancorp | 39,393 | $148.0K | 0.01% | −3,757−8.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 41,040 | $153.0K | 0.03% | +8,080+24.5% | Added |
| Ethic Inc. | 41,832 | $157.0K | 0.01% | +18,878+82.2% | Added |
| Advisors Asset Management, Inc. | 44,277 | $166.0K | 0.00% | +15,690+54.9% | Added |
| Marks Group Wealth Management, Inc | 52,956 | $192.0K | 0.02% | −18,739−26.1% | Reduced |
| Pitcairn Co | 51,630 | $194.0K | 0.01% | −20,012−27.9% | Reduced |
| DnB Asset Management AS | 53,972 | $202.4K | 0.00% | −4,191−7.2% | Reduced |
| Two Sigma Securities, LLC | 57,556 | $216.0K | 0.04% | +57,556 | New |
| Toroso Investments, LLC | 59,597 | $223.0K | 0.01% | +37,463+169.3% | Added |
| Eqis Capital Management, Inc. | 60,208 | $226.0K | 0.02% | −2,049−3.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 60,725 | $228.0K | 0.05% | −10,638−14.9% | Reduced |
| Rockefeller Capital Management L.P. | 61,417 | $230.0K | 0.00% | −34,963−36.3% | Reduced |
| Prelude Capital Management, LLC | 61,400 | $230.0K | 0.01% | −11,400−15.7% | Reduced |
| Brandywine Global Investment Management, LLC | 65,900 | $247.0K | 0.00% | −76,400−53.7% | Reduced |
| Vontobel Holding Ltd. | 70,490 | $264.0K | 0.00% | +45,747+184.9% | Added |
| Wealth Alliance | 73,132 | $274.0K | 0.06% | −17,853−19.6% | Reduced |
| Baldwin Investment Management, LLC | 74,656 | $280.0K | 0.07% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 75,000 | $281.0K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 75,066 | $281.0K | 0.00% | +75,066 | New |
| Prudential Financial Inc | 77,649 | $315.0K | 0.00% | −11,996−13.4% | Reduced |
| Brinker Capital Investments, LLC | 84,356 | $316.0K | 0.00% | −12,404−12.8% | Reduced |
| Susquehanna International Group, LLP | 84,486 | $317.0K | 0.00% | −1,219,072−93.5% | Reduced |
| ClariVest Asset Management LLC | 85,200 | $320.0K | 0.01% | −17,900−17.4% | Reduced |
| Cubist Systematic Strategies, LLC | 86,200 | $323.0K | 0.00% | −298,276−77.6% | Reduced |
| Dimensional Fund Advisors LP | 88,924 | $333.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 99,440 | $373.0K | 0.00% | −1,075−1.1% | Reduced |
| Banco Santander, S.A. | 104,867 | $393.0K | 0.00% | +30,589+41.2% | Added |
| Advisor Group Holdings, Inc. | 105,423 | $395.0K | 0.00% | −86,983−45.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 112,000 | $420.0K | 0.01% | −5,000−4.3% | Reduced |
| Diversified Trust Co | 112,073 | $420.0K | 0.01% | +112,073 | New |
| FDx Advisors, Inc. | 118,479 | $444.0K | 0.01% | −86,847−42.3% | Reduced |
| XTX Topco Ltd | 121,130 | $454.0K | 0.26% | +121,130 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 122,831 | $461.0K | 0.00% | 00.0% | Unchanged |
| United Maritime Capital LLC | 122,676 | $461.0K | 0.53% | +7,000+6.1% | Added |
| D. E. Shaw & Co., Inc. | 126,865 | $476.0K | 0.00% | +126,865 | New |
| Candriam Luxembourg S.C.A. | 134,240 | $503.0K | 0.00% | −7,425−5.2% | Reduced |
| Quadrature Capital Ltd | 143,317 | $537.0K | 0.03% | +143,317 | New |
| Guggenheim Capital LLC | 163,517 | $613.0K | 0.00% | +16,633+11.3% | Added |
| Nomura Asset Management Co Ltd | 171,338 | $642.5K | 0.00% | +171,338 | New |
| Mitsubishi UFJ Trust & Banking Corp | 171,469 | $643.0K | 0.00% | −9,383−5.2% | Reduced |
| Comerica Bank | 148,716 | $653.0K | 0.00% | −10,102−6.4% | Reduced |
| DekaBank Deutsche Girozentrale | 178,846 | $657.0K | 0.00% | +9,500+5.6% | Added |
| First Trust Advisors LP | 177,726 | $667.0K | 0.00% | −37,350−17.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 184,798 | $693.0K | 0.23% | +24,566+15.3% | Added |
| Baker Avenue Asset Management, LP | 185,000 | $694.0K | 0.04% | −39,828−17.7% | Reduced |
| SG Americas Securities, LLC | 192,036 | $720.0K | 0.00% | −136,867−41.6% | Reduced |
| Mariner, LLC | 193,757 | $727.0K | 0.00% | −42,162−17.9% | Reduced |
| Natixis Advisors, L.P. | 204,178 | $766.0K | 0.00% | −488,344−70.5% | Reduced |
| UBS Asset Management Americas Inc | 214,550 | $804.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 217,076 | $814.0K | 0.00% | −154,226−41.5% | Reduced |
| First Eagle Investment Management, LLC | 219,017 | $821.0K | 0.00% | +162,082+284.7% | Added |
| Pzena Investment Management LLC | 224,429 | $842.0K | 0.00% | 00.0% | Unchanged |
| Kiron Capital Gestao de Recursos Ltda. | 230,299 | $864.0K | 1.36% | +230,299 | New |
| Profund Advisors LLC | 232,906 | $873.0K | 0.03% | +10,294+4.6% | Added |
| Marathon Trading Investment Management LLC | 240,800 | $903.0K | 0.38% | −60,500−20.1% | Reduced |
| Keybank National Association | 248,981 | $934.0K | 0.00% | −11,605−4.5% | Reduced |
| Edgestream Partners, L.P. | 250,311 | $939.0K | 0.06% | +250,311 | New |
| Davenport & Co LLC | 258,555 | $970.0K | 0.01% | −193,184−42.8% | Reduced |
| Neuberger Berman Group LLC | 270,131 | $1.01M | 0.00% | −62,684−18.8% | Reduced |
| Blueshift Asset Management, LLC | 275,431 | $1.03M | 0.09% | −393,986−58.9% | Reduced |
| Longfellow Investment Management Co LLC | 276,572 | $1.04M | 0.17% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 285,836 | $1.07M | 0.00% | −61,854−17.8% | Reduced |
| Eagle Global Advisors LLC | 293,000 | $1.10M | 0.07% | +30,000+11.4% | Added |
| Thrivent Financial for Lutherans | 304,309 | $1.14M | 0.00% | +7,466+2.5% | Added |
| Bank of Montreal | 316,998 | $1.19M | 0.00% | −36,136−10.2% | Reduced |
| Liontrust Investment Partners LLP | 341,443 | $1.28M | 0.02% | +9,700+2.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 356,167 | $1.34M | 0.06% | +168,060+89.3% | Added |
| Parallax Volatility Advisers, L.P. | 373,418 | $1.40M | 0.02% | +15,007+4.2% | 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 |
| Mirae Asset Global Investments Co., Ltd. | 378,759 | $1.42M | 0.00% | +34,960+10.2% | Added |
| Newfoundland Capital Management | 380,100 | $1.44M | 2.05% | +172,400+83.0% | Added |
| WP Advisors, LLC | 388,941 | $1.46M | 0.61% | −189,892−32.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 416,701 | $1.56M | 0.04% | −730,547−63.7% | Reduced |
| Truist Financial Corp | 429,301 | $1.61M | 0.00% | −95,728−18.2% | Reduced |
| Banque Cantonale Vaudoise | 440,000 | $1.65M | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 467,437 | $1.75M | 0.01% | −33,017−6.6% | Reduced |
| Oppenheimer Asset Management Inc. | 471,413 | $1.77M | 0.02% | −138,797−22.7% | Reduced |
| Crossmark Global Holdings, Inc. | 475,340 | $1.78M | 0.04% | +20,276+4.5% | Added |
| AQR Capital Management LLC | 527,948 | $1.98M | 0.00% | +71,125+15.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 529,722 | $1.99M | 0.09% | −14,037−2.6% | Reduced |
| 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 |
| American Century Companies Inc | 636,370 | $2.39M | 0.00% | +198,810+45.4% | Added |
| Nuveen Asset Management, LLC | 651,340 | $2.44M | 0.00% | −38,805−5.6% | Reduced |
| Madison Asset Management, LLC | 705,383 | $2.65M | 0.03% | −25,275−3.5% | Reduced |
| Daiwa Securities Group Inc. | 776,347 | $2.91M | 0.02% | −11,000−1.4% | Reduced |
| Allianz Asset Management GmbH | 800,000 | $3.00M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 831,505 | $3.12M | 0.00% | −52,014−5.9% | Reduced |
| Massachusetts Financial Services Co | 847,698 | $3.18M | 0.00% | +19,206+2.3% | Added |
| Glovista Investments LLC | 855,370 | $3.21M | 0.89% | +855,370 | New |
| E. Ohman J:or Asset Management AB | 934,264 | $3.50M | 0.10% | −34,000−3.5% | Reduced |
| Storebrand Asset Management AS | 936,615 | $3.51M | 0.02% | 00.0% | Unchanged |
| Pendal Group Limited | 945,664 | $3.55M | 0.03% | +945,664 | New |
| Oaktree Fund Advisors, LLC | 948,453 | $3.56M | 7.28% | +938,752+9,676.9% | Added |
| Pinebridge Investments, L.P. | 956,612 | $3.59M | 0.04% | −160,593−14.4% | Reduced |
| Barclays PLC | 1,000,848 | $3.75M | 0.00% | +16,467+1.7% | Added |
| Sagil Capital LLP | 1,085,300 | $4.07M | 2.32% | −1,000,000−48.0% | Reduced |
| Geode Capital Management, LLC | 1,089,565 | $4.08M | 0.00% | −1,252−0.1% | Reduced |
| Parametric Portfolio Associates LLC | 1,111,114 | $4.17M | 0.00% | −218,264−16.4% | Reduced |