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 |
|---|---|---|---|---|---|
| Moneda S.A. Administradora General de Fondos | 1,207,313 | $4.53M | 2.56% | −85,088−6.6% | Reduced |
| Trillium Asset Management, LLC | 1,224,232 | $4.59M | 0.11% | +408,658+50.1% | Added |
| Millennium Management LLC | 1,266,933 | $4.75M | 0.01% | −2,506,435−66.4% | Reduced |
| Invesco Ltd. | 1,314,341 | $4.93M | 0.00% | −100,000−7.1% | Reduced |
| SEI Investments Co | 1,375,202 | $5.17M | 0.01% | −593,984−30.2% | Reduced |
| Earnest Partners LLC | 1,503,959 | $5.64M | 0.03% | +34,013+2.3% | Added |
| APG Asset Management N.V. | 1,850,921 | $6.10M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,635,451 | $6.13M | 0.01% | +1,620,118+10,566.2% | Added |
| Envestnet Asset Management Inc | 1,686,292 | $6.32M | 0.00% | −1,384,877−45.1% | Reduced |
| Royal Bank of Canada | 1,704,245 | $6.39M | 0.00% | −1,127,591−39.8% | Reduced |
| HSBC Holdings PLC | 1,720,296 | $6.69M | 0.01% | +180,483+11.7% | Added |
| Teachers Retirement System of the State of Kentucky | 1,847,700 | $6.93M | 0.06% | 00.0% | Unchanged |
| INCA Investments LLC | 1,975,006 | $7.41M | 4.80% | −1,580,994−44.5% | Reduced |
| Qube Research & Technologies Ltd | 2,010,872 | $7.54M | 0.06% | +2,010,872 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,180,763 | $8.20M | 0.11% | +573,081+35.6% | Added |
| Barings LLC | 2,226,342 | $8.35M | 0.22% | +229,761+11.5% | Added |
| Boston Common Asset Management, LLC | 2,414,482 | $9.05M | 0.37% | +165,533+7.4% | Added |
| Lazard Asset Management LLC | 2,441,559 | $9.15M | 0.01% | −653,915−21.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,513,452 | $9.40M | 0.12% | +2,513,452 | New |
| Ameriprise Financial Inc | 2,602,915 | $9.76M | 0.00% | −1,147,617−30.6% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 2,630,100 | $9.86M | 3.04% | 00.0% | Unchanged |
| NS Partners Ltd | 2,910,754 | $10.9M | 0.51% | +133,800+4.8% | Added |
| Leonteq Securities AG | 2,937,340 | $11.0M | 0.50% | +1,337,310+83.6% | Added |
| Legal & General Group Plc | 3,073,068 | $11.5M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,277,294 | $12.3M | 0.02% | +1,247,530+61.5% | Added |
| Todd Asset Management LLC | 3,289,999 | $12.3M | 0.27% | −108,167−3.2% | Reduced |
| State of New Jersey Common Pension Fund D | 3,826,037 | $14.3M | 0.04% | +65,234+1.7% | Added |
| BNP Paribas Arbitrage, SA | 3,833,714 | $14.4M | 0.03% | +1,705,889+80.2% | Added |
| USS Investment Management Ltd | 3,839,966 | $14.4M | 0.11% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,949,500 | $14.8M | 0.02% | +749,500+23.4% | Added |
| Russell Investments Group, Ltd. | 4,296,055 | $16.1M | 0.03% | +514,314+13.6% | Added |
| Victory Capital Management Inc | 4,352,718 | $16.3M | 0.02% | +4,352,718 | New |
| STRS Ohio | 4,400,000 | $16.5M | 0.06% | +1,300,000+41.9% | Added |
| Northern Trust Corp | 4,588,192 | $17.2M | 0.00% | −1,083,979−19.1% | Reduced |
| GQG Partners LLC | 4,875,868 | $18.3M | 0.05% | +1,358,053+38.6% | Added |
| Citadel Advisors LLC | 5,132,339 | $19.2M | 0.02% | +5,132,339 | New |
| Dynamo Internacional Gestao de Recursos Ltda. | 5,197,823 | $19.5M | 2.02% | −1,848,554−26.2% | Reduced |
| Renaissance Technologies LLC | 6,054,374 | $22.7M | 0.03% | +6,054,374 | New |
| UBS Group AG | 6,223,505 | $23.3M | 0.01% | +960,102+18.2% | Added |
| Dynamo Administracao de Recursos Ltda. | 7,006,277 | $26.3M | 10.55% | −2,039,346−22.5% | Reduced |
| Northcape Capital Pty Ltd | 7,329,151 | $27.5M | 2.80% | +181,915+2.5% | Added |
| Citigroup Inc | 7,464,960 | $28.0M | 0.03% | +6,348,895+568.9% | Added |
| SPX Equities Gestao de Recursos Ltda | 7,528,337 | $28.2M | 5.65% | +1,747,065+30.2% | Added |
| Deutsche Bank AG | 8,385,773 | $31.4M | 0.01% | +475,216+6.0% | Added |
| Optiver Holding B.V. | 9,238,028 | $41.1M | 0.05% | +5,005,817+118.3% | Added |
| Seafarer Capital Partners, LLC | 11,459,000 | $43.0M | 24.00% | 00.0% | Unchanged |
| Credit Suisse AG | 12,077,532 | $45.3M | 0.04% | +4,427,065+57.9% | Added |
| Macquarie Group Ltd | 12,990,116 | $48.7M | 0.04% | −632,592−4.6% | Reduced |
| Swedbank AB | 14,000,000 | $52.4M | 0.09% | −2,000,000−12.5% | Reduced |
| Mondrian Investment Partners LTD | 15,594,833 | $58.5M | 1.16% | −1,169,616−7.0% | Reduced |
| JPMorgan Chase & Co | 16,680,360 | $62.6M | 0.01% | −8,097,207−32.7% | Reduced |
| State Street Corp | 16,590,528 | $63.0M | 0.00% | −251,387−1.5% | Reduced |
| Baillie Gifford & Co | 19,139,791 | $71.8M | 0.04% | −31,172,619−62.0% | Reduced |
| Fisher Asset Management, LLC | 20,085,311 | $75.3M | 0.04% | −1,548,781−7.2% | Reduced |
| Itau Unibanco Holding S.A. | 21,006,360 | $77.2M | 2.63% | +11,348,225+117.5% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 22,530,531 | $84.5M | 0.98% | +1,231,003+5.8% | Added |
| Dodge & Cox | 26,060,805 | $97.7M | 0.06% | +1,993,500+8.3% | Added |
| BlackRock Inc. | 26,855,276 | $100.7M | 0.00% | −4,050,057−13.1% | Reduced |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 28,600,000 | $107.3M | 1.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 31,326,742 | $117.5M | 0.00% | +140,416+0.5% | Added |
| Franklin Resources Inc | 33,480,116 | $125.5M | 0.05% | +666,192+2.0% | Added |
| Harding Loevner LP | 37,404,293 | $140.3M | 0.54% | −92,393,833−71.2% | Reduced |
| Bank of America Corp | 40,117,628 | $150.4M | 0.02% | +4,787,002+13.5% | Added |
| Orbis Allan Gray Ltd | 45,511,494 | $170.7M | 1.26% | +30,237,365+198.0% | Added |
| Morgan Stanley | 51,086,262 | $191.6M | 0.02% | +43,222,437+549.6% | Added |
| Westwood Global Investments, LLC | 57,383,195 | $215.2M | 13.52% | +8,608,427+17.6% | Added |
| Goldman Sachs Group Inc | 122,909,929 | $460.9M | 0.11% | +56,617,143+85.4% | Added |
| Schroder Investment Management Group | 163,823,052 | $614.3M | 0.83% | +47,869,561+41.3% | Added |
| Sofos Investments, Inc. | 108 | – | – | −969−90.0% | Reduced |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −15,986,767−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −6,406,188−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,330,000−100.0% | Sold out |
| Steginsky Capital LLC | 0 | $0 | 0.00% | −2,024,965−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −1,708,458−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,674,591−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −1,619,670−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,420,777−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −1,291,639−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −1,211,100−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −1,054,006−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −664,062−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −457,890−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −293,584−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −234,628−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −205,982−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −177,672−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −127,751−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −126,163−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −106,336−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −103,894−100.0% | Sold out |
| People's United Financial, Inc. | 0 | $0 | 0.00% | −97,585−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −95,755−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −71,202−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −68,163−100.0% | Sold out |
| Investidor Profissional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −57,725−100.0% | Sold out |
| American National Insurance Co | 0 | $0 | 0.00% | −49,808−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −49,808−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −44,672−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −44,313−100.0% | Sold out |