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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 373,418 | $1.40M | 0.02% | +15,007+4.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 356,167 | $1.34M | 0.06% | +168,060+89.3% | Added |
| Liontrust Investment Partners LLP | 341,443 | $1.28M | 0.02% | +9,700+2.9% | Added |
| Bank of Montreal | 316,998 | $1.19M | 0.00% | −36,136−10.2% | Reduced |
| Thrivent Financial for Lutherans | 304,309 | $1.14M | 0.00% | +7,466+2.5% | Added |
| Eagle Global Advisors LLC | 293,000 | $1.10M | 0.07% | +30,000+11.4% | Added |
| First Republic Investment Management, Inc. | 285,836 | $1.07M | 0.00% | −61,854−17.8% | Reduced |
| Longfellow Investment Management Co LLC | 276,572 | $1.04M | 0.17% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 275,431 | $1.03M | 0.09% | −393,986−58.9% | Reduced |
| Neuberger Berman Group LLC | 270,131 | $1.01M | 0.00% | −62,684−18.8% | Reduced |
| Davenport & Co LLC | 258,555 | $970.0K | 0.01% | −193,184−42.8% | Reduced |
| Edgestream Partners, L.P. | 250,311 | $939.0K | 0.06% | +250,311 | New |
| Keybank National Association | 248,981 | $934.0K | 0.00% | −11,605−4.5% | Reduced |
| Marathon Trading Investment Management LLC | 240,800 | $903.0K | 0.38% | −60,500−20.1% | Reduced |
| Profund Advisors LLC | 232,906 | $873.0K | 0.03% | +10,294+4.6% | Added |
| Kiron Capital Gestao de Recursos Ltda. | 230,299 | $864.0K | 1.36% | +230,299 | New |
| Pzena Investment Management LLC | 224,429 | $842.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 219,017 | $821.0K | 0.00% | +162,082+284.7% | Added |
| The PNC Financial Services Group, Inc. | 217,076 | $814.0K | 0.00% | −154,226−41.5% | Reduced |
| UBS Asset Management Americas Inc | 214,550 | $804.6K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 204,178 | $766.0K | 0.00% | −488,344−70.5% | Reduced |
| Mariner, LLC | 193,757 | $727.0K | 0.00% | −42,162−17.9% | Reduced |
| SG Americas Securities, LLC | 192,036 | $720.0K | 0.00% | −136,867−41.6% | Reduced |
| Baker Avenue Asset Management, LP | 185,000 | $694.0K | 0.04% | −39,828−17.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 184,798 | $693.0K | 0.23% | +24,566+15.3% | Added |
| First Trust Advisors LP | 177,726 | $667.0K | 0.00% | −37,350−17.4% | Reduced |
| DekaBank Deutsche Girozentrale | 178,846 | $657.0K | 0.00% | +9,500+5.6% | Added |
| Comerica Bank | 148,716 | $653.0K | 0.00% | −10,102−6.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 171,469 | $643.0K | 0.00% | −9,383−5.2% | Reduced |
| Nomura Asset Management Co Ltd | 171,338 | $642.5K | 0.00% | +171,338 | New |
| Guggenheim Capital LLC | 163,517 | $613.0K | 0.00% | +16,633+11.3% | Added |
| Quadrature Capital Ltd | 143,317 | $537.0K | 0.03% | +143,317 | New |
| Candriam Luxembourg S.C.A. | 134,240 | $503.0K | 0.00% | −7,425−5.2% | Reduced |
| D. E. Shaw & Co., Inc. | 126,865 | $476.0K | 0.00% | +126,865 | 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 |
| XTX Topco Ltd | 121,130 | $454.0K | 0.26% | +121,130 | New |
| FDx Advisors, Inc. | 118,479 | $444.0K | 0.01% | −86,847−42.3% | 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 |
| Advisor Group Holdings, Inc. | 105,423 | $395.0K | 0.00% | −86,983−45.2% | Reduced |
| Banco Santander, S.A. | 104,867 | $393.0K | 0.00% | +30,589+41.2% | Added |
| Regions Financial Corp | 99,440 | $373.0K | 0.00% | −1,075−1.1% | Reduced |
| Dimensional Fund Advisors LP | 88,924 | $333.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 86,200 | $323.0K | 0.00% | −298,276−77.6% | Reduced |
| ClariVest Asset Management LLC | 85,200 | $320.0K | 0.01% | −17,900−17.4% | Reduced |
| Susquehanna International Group, LLP | 84,486 | $317.0K | 0.00% | −1,219,072−93.5% | Reduced |
| Brinker Capital Investments, LLC | 84,356 | $316.0K | 0.00% | −12,404−12.8% | Reduced |
| Prudential Financial Inc | 77,649 | $315.0K | 0.00% | −11,996−13.4% | Reduced |
| 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 |
| Baldwin Investment Management, LLC | 74,656 | $280.0K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 73,132 | $274.0K | 0.06% | −17,853−19.6% | Reduced |
| Vontobel Holding Ltd. | 70,490 | $264.0K | 0.00% | +45,747+184.9% | Added |
| Brandywine Global Investment Management, LLC | 65,900 | $247.0K | 0.00% | −76,400−53.7% | 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 |
| YorkBridge Wealth Partners, LLC | 60,725 | $228.0K | 0.05% | −10,638−14.9% | Reduced |
| Eqis Capital Management, Inc. | 60,208 | $226.0K | 0.02% | −2,049−3.3% | Reduced |
| Toroso Investments, LLC | 59,597 | $223.0K | 0.01% | +37,463+169.3% | Added |
| Two Sigma Securities, LLC | 57,556 | $216.0K | 0.04% | +57,556 | New |
| DnB Asset Management AS | 53,972 | $202.4K | 0.00% | −4,191−7.2% | Reduced |
| Pitcairn Co | 51,630 | $194.0K | 0.01% | −20,012−27.9% | Reduced |
| Marks Group Wealth Management, Inc | 52,956 | $192.0K | 0.02% | −18,739−26.1% | Reduced |
| Advisors Asset Management, Inc. | 44,277 | $166.0K | 0.00% | +15,690+54.9% | Added |
| Ethic Inc. | 41,832 | $157.0K | 0.01% | +18,878+82.2% | Added |
| Sompo Asset Management Co., Ltd. | 41,040 | $153.0K | 0.03% | +8,080+24.5% | Added |
| Old National Bancorp | 39,393 | $148.0K | 0.01% | −3,757−8.7% | Reduced |
| Atlas Capital Advisors LLC | 39,094 | $146.6K | 0.02% | +15,732+67.3% | Added |
| Raymond James & Associates | 38,716 | $145.0K | 0.00% | −9,239−19.3% | Reduced |
| Bokf, NA | 37,989 | $143.0K | 0.00% | +150.0% | Added |
| Financial Counselors Inc | 38,108 | $143.0K | 0.00% | +349+0.9% | Added |
| Capital Markets Trading UK LLP | 37,528 | $141.0K | 0.18% | +2,364+6.7% | Added |
| Qtron Investments LLC | 37,257 | $140.0K | 0.03% | +37,257 | New |
| Captrust Financial Advisors | 37,039 | $139.0K | 0.00% | −5,075−12.1% | Reduced |
| TD Private Client Wealth LLC | 35,593 | $133.5K | 0.01% | −22,099−38.3% | Reduced |
| Hilltop Holdings Inc. | 35,599 | $133.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 34,548 | $130.0K | 0.01% | +2,605+8.2% | Added |
| HighTower Advisors, LLC | 34,023 | $129.0K | 0.00% | −15,275−31.0% | Reduced |
| Checchi Capital Advisers, LLC | 33,906 | $127.0K | 0.01% | −11,304−25.0% | Reduced |
| River Road Asset Management, LLC | 32,009 | $120.0K | 0.00% | −10,077−23.9% | Reduced |
| Credit Agricole S A | 31,927 | $120.0K | 0.00% | +19,600+159.0% | Added |
| Wetherby Asset Management Inc | 31,440 | $118.0K | 0.01% | −6,675−17.5% | Reduced |
| MML Investors Services, LLC | 30,252 | $113.0K | 0.00% | −25,327−45.6% | Reduced |
| Avestar Capital, LLC | 29,932 | $112.0K | 0.02% | −2,276−7.1% | Reduced |
| Advisor Partners LLC | 29,511 | $111.0K | 0.01% | −31,222−51.4% | Reduced |
| Gould Asset Management LLC | 29,370 | $110.0K | 0.03% | +5,760+24.4% | Added |
| Veriti Management LLC | 27,308 | $102.0K | 0.01% | +9,690+55.0% | Added |
| Blair William & Co | 26,728 | $100.0K | 0.00% | −1,301−4.6% | Reduced |
| First Horizon Advisors, Inc. | 24,132 | $90.0K | 0.00% | −455−1.9% | Reduced |
| Bank of New York Mellon Corp | 23,507 | $88.0K | 0.00% | −519,544−95.7% | Reduced |
| Park Avenue Securities LLC | 23,330 | $87.0K | 0.00% | −64,091−73.3% | Reduced |
| Lake Street Advisors Group, LLC | 22,437 | $84.0K | 0.01% | −8,123−26.6% | Reduced |
| Stifel Financial Corp | 22,400 | $84.0K | 0.00% | +3,678+19.6% | Added |
| Cutler Group LP | 22,600 | $84.0K | 0.01% | +5,175+29.7% | Added |
| One Wealth Advisors, LLC | 22,152 | $83.0K | 0.02% | −26,361−54.3% | Reduced |
| Perpetual Investment Management Ltd | 21,962 | $82.0K | 0.01% | +8,658+65.1% | Added |
| ING Groep NV | 21,620 | $81.0K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 20,670 | $78.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 19,484 | $73.0K | 0.00% | +19,484 | New |