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, Q1 2022
Institutional positions in Itau Unibanco Holding S.A. as of Mar 31, 2022. 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
- 277
- +12 vs. Q4 2021
- Shares held
- 982.2M
- −60.7M (−5.8%) vs. Q4 2021
- Total value
- $5.57B
- +$1.66B (+42.3%) vs. Q4 2021
- New holders
- 69
- 85 more added
- Sold out
- 57
- 83 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 157,064,308 | $907.8M | 1.20% | −6,758,744−4.1% | Reduced |
| Goldman Sachs Group Inc | 92,419,788 | $527.7M | 0.13% | −30,490,141−24.8% | Reduced |
| Orbis Allan Gray Ltd | 81,494,336 | $465.3M | 3.40% | +35,982,842+79.1% | Added |
| Westwood Global Investments, LLC | 56,516,992 | $322.7M | 16.42% | −866,203−1.5% | Reduced |
| BlackRock Inc. | 37,984,762 | $216.9M | 0.01% | +11,129,486+41.4% | Added |
| Franklin Resources Inc | 30,318,638 | $173.1M | 0.07% | −3,161,478−9.4% | Reduced |
| Dodge & Cox | 28,467,305 | $162.5M | 0.10% | +2,406,500+9.2% | Added |
| Vanguard Group Inc | 28,220,403 | $161.1M | 0.00% | −3,106,339−9.9% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 22,614,976 | $129.1M | 1.37% | +84,445+0.4% | Added |
| William Blair Investment Management, LLC | 21,225,793 | $121.2M | 0.36% | +21,225,793 | New |
| Renaissance Technologies LLC | 20,872,374 | $119.2M | 0.14% | +14,818,000+244.7% | Added |
| Fisher Asset Management, LLC | 19,859,598 | $113.4M | 0.07% | −225,713−1.1% | Reduced |
| Baillie Gifford & Co | 18,611,904 | $106.3M | 0.07% | −527,887−2.8% | Reduced |
| Bank of America Corp | 18,335,920 | $104.7M | 0.01% | −21,781,708−54.3% | Reduced |
| Harding Loevner LP | 23,408,944 | $104.6M | 0.58% | −13,995,349−37.4% | Reduced |
| Two Sigma Investments, LP | 17,934,051 | $102.4M | 0.31% | +17,934,051 | New |
| JPMorgan Chase & Co | 17,547,884 | $100.2M | 0.01% | +867,524+5.2% | Added |
| Mondrian Investment Partners LTD | 15,184,280 | $86.7M | 1.88% | −410,553−2.6% | Reduced |
| Ameriprise Financial Inc | 14,077,076 | $80.4M | 0.02% | +11,474,161+440.8% | Added |
| State Street Corp | 13,401,236 | $76.6M | 0.00% | −3,189,292−19.2% | Reduced |
| Macquarie Group Ltd | 12,980,984 | $74.1M | 0.07% | −9,132−0.1% | Reduced |
| Seafarer Capital Partners, LLC | 12,784,000 | $73.0M | 32.10% | +1,325,000+11.6% | Added |
| Deutsche Bank AG | 12,076,447 | $69.0M | 0.03% | +3,690,674+44.0% | Added |
| Russell Investments Group, Ltd. | 10,527,019 | $60.1M | 0.10% | +6,230,964+145.0% | Added |
| Swedbank AB | 10,000,000 | $57.1M | 0.11% | −4,000,000−28.6% | Reduced |
| GQG Partners LLC | 9,999,010 | $57.1M | 0.13% | +5,123,142+105.1% | Added |
| Optiver Holding B.V. | 7,571,245 | $43.2M | 0.05% | −1,666,783−18.0% | Reduced |
| Pendal Group Limited | 7,340,267 | $41.9M | 0.34% | +6,394,603+676.2% | Added |
| Citigroup Inc | 7,309,476 | $41.7M | 0.04% | −155,484−2.1% | Reduced |
| Northcape Capital Pty Ltd | 7,281,549 | $41.6M | 4.25% | −47,602−0.6% | Reduced |
| Jane Street Group, LLC | 6,878,665 | $39.8M | 0.07% | +3,601,371+109.9% | Added |
| SPX Equities Gestao de Recursos Ltda | 5,766,594 | $32.9M | 2.13% | −1,761,743−23.4% | Reduced |
| Morgan Stanley | 5,390,690 | $30.8M | 0.00% | −45,695,572−89.4% | Reduced |
| Victory Capital Management Inc | 5,256,480 | $30.0M | 0.03% | +903,762+20.8% | Added |
| Todd Asset Management LLC | 4,461,052 | $25.4M | 0.56% | +1,171,053+35.6% | Added |
| STRS Ohio | 4,400,000 | $25.1M | 0.09% | 00.0% | Unchanged |
| USS Investment Management Ltd | 3,839,966 | $21.9M | 0.18% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 3,638,214 | $20.8M | 0.07% | −187,823−4.9% | Reduced |
| Credit Suisse AG | 3,582,351 | $20.5M | 0.02% | −8,495,181−70.3% | Reduced |
| Voloridge Investment Management, LLC | 3,455,168 | $19.7M | 0.11% | +3,455,168 | New |
| UBS Group AG | 3,329,674 | $19.0M | 0.01% | −2,893,831−46.5% | Reduced |
| NS Partners Ltd | 3,256,754 | $18.6M | 0.99% | +346,000+11.9% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 3,108,100 | $17.7M | 3.08% | +3,108,100 | New |
| Legal & General Group Plc | 3,073,068 | $17.6M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,015,021 | $17.2M | 0.02% | −2,117,318−41.3% | Reduced |
| Amundi | 3,071,595 | $17.1M | 0.01% | +3,071,595 | New |
| B. Metzler seel. Sohn & Co. AG | 2,981,240 | $17.0M | 0.23% | +467,788+18.6% | Added |
| Lazard Asset Management LLC | 2,781,618 | $15.9M | 0.02% | +340,059+13.9% | Added |
| Boston Common Asset Management, LLC | 2,497,721 | $14.3M | 0.62% | +83,239+3.4% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 2,462,964 | $14.1M | 6.67% | +2,462,964 | New |
| Wellington Management Group LLP | 2,450,394 | $14.0M | 0.00% | +2,450,394 | New |
| Barings LLC | 2,320,876 | $13.3M | 0.40% | +94,534+4.2% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 2,319,680 | $13.2M | 3.30% | −310,420−11.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,309,700 | $13.2M | 0.13% | +462,000+25.0% | Added |
| Pinebridge Investments, L.P. | 2,133,227 | $12.2M | 0.13% | +1,176,615+123.0% | Added |
| HSBC Holdings PLC | 2,004,321 | $11.8M | 0.02% | +284,025+16.5% | Added |
| Cullen Capital Management LLC | 1,858,581 | $10.6M | 0.10% | +1,839,874+9,835.2% | Added |
| Northern Trust Corp | 1,799,908 | $10.3M | 0.00% | −2,788,284−60.8% | Reduced |
| APG Asset Management N.V. | 1,850,921 | $9.50M | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,630,288 | $9.31M | 0.42% | +1,630,288 | New |
| Earnest Partners LLC | 1,523,177 | $8.70M | 0.05% | +19,218+1.3% | Added |
| Moneda S.A. Administradora General de Fondos | 1,456,237 | $8.31M | 3.94% | +248,924+20.6% | Added |
| SEI Investments Co | 1,390,690 | $7.94M | 0.02% | +15,488+1.1% | Added |
| D. E. Shaw & Co., Inc. | 1,390,418 | $7.94M | 0.01% | +1,263,553+996.0% | Added |
| INCA Investments LLC | 1,347,000 | $7.69M | 4.04% | −628,006−31.8% | Reduced |
| Barclays PLC | 1,302,537 | $7.44M | 0.01% | +301,689+30.1% | Added |
| Parametric Portfolio Associates LLC | 1,270,896 | $7.26M | 0.00% | +159,782+14.4% | Added |
| Squadra Investments - Gestao de Recursos Ltda. | 1,254,500 | $7.16M | 1.85% | +1,254,500 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,252,600 | $7.15M | 0.56% | +1,252,600 | New |
| Susquehanna Fundamental Investments, LLC | 1,233,798 | $7.04M | 0.14% | +817,097+196.1% | Added |
| Trillium Asset Management, LLC | 1,224,232 | $6.99M | 0.19% | 00.0% | Unchanged |
| Millennium Management LLC | 1,211,026 | $6.92M | 0.01% | −55,907−4.4% | Reduced |
| Geode Capital Management, LLC | 1,078,214 | $6.16M | 0.00% | −11,351−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,076,582 | $6.15M | 0.01% | −2,757,132−71.9% | Reduced |
| Calamos Advisors LLC | 1,004,739 | $5.74M | 0.02% | +402,626+66.9% | Added |
| Itau Unibanco Holding S.A. | 1,000,000 | $5.71M | 0.17% | −20,006,360−95.2% | Reduced |
| Emerging Variant Capital Management LP | 3,768,000 | $5.71M | 3.93% | +3,768,000 | New |
| Northwest & Ethical Investments L.P. | 983,788 | $5.62M | 0.18% | +983,788 | New |
| Oaktree Fund Advisors, LLC | 970,102 | $5.54M | 9.05% | +21,649+2.3% | Added |
| Storebrand Asset Management AS | 936,615 | $5.35M | 0.03% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 897,247 | $5.19M | 0.02% | +897,247 | New |
| Two Sigma Advisers, LP | 908,100 | $5.18M | 0.01% | +908,100 | New |
| Massachusetts Financial Services Co | 898,328 | $5.13M | 0.00% | +50,630+6.0% | Added |
| American Century Companies Inc | 835,021 | $4.77M | 0.00% | +198,651+31.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 818,995 | $4.68M | 0.25% | +289,273+54.6% | Added |
| Clearbridge Investments, LLC | 816,259 | $4.66M | 0.00% | +214,185+35.6% | Added |
| Daiwa Securities Group Inc. | 782,347 | $4.47M | 0.03% | +6,000+0.8% | Added |
| Madison Asset Management, LLC | 718,455 | $4.10M | 0.06% | +13,072+1.9% | Added |
| Leonteq Securities AG | 634,488 | $3.62M | 0.16% | −2,302,852−78.4% | Reduced |
| AXA S.A. | 607,082 | $3.47M | 0.01% | +607,082 | New |
| Liontrust Investment Partners LLP | 592,543 | $3.38M | 0.04% | +251,100+73.5% | Added |
| Bank of Nova Scotia | 579,650 | $3.31M | 0.01% | +579,650 | New |
| Envestnet Asset Management Inc | 572,796 | $3.27M | 0.00% | −1,113,496−66.0% | Reduced |
| Crossmark Global Holdings, Inc. | 515,870 | $2.95M | 0.07% | +40,530+8.5% | Added |
| Quadrature Capital Ltd | 492,983 | $2.81M | 0.11% | +349,666+244.0% | Added |
| Banque Cantonale Vaudoise | 440,000 | $2.51M | 0.11% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 422,797 | $2.41M | 0.19% | +172,486+68.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 406,917 | $2.32M | 0.00% | +28,158+7.4% | Added |
| Natixis Advisors, L.P. | 398,582 | $2.28M | 0.01% | +194,404+95.2% | Added |
| Quattro Financial Advisors LLC | 375,000 | $2.14M | 0.72% | 00.0% | Unchanged |