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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 37,915 | $216.0K | 0.00% | −32,575−46.2% | Reduced |
| Old National Bancorp | 38,806 | $222.0K | 0.01% | −587−1.5% | Reduced |
| Boston Partners | 278,523 | $233.0K | 0.00% | +278,523 | New |
| First Trust Advisors LP | 43,833 | $250.0K | 0.00% | −133,893−75.3% | Reduced |
| Toroso Investments, LLC | 46,323 | $265.0K | 0.01% | −13,274−22.3% | Reduced |
| Financial Counselors Inc | 46,681 | $267.0K | 0.01% | +8,573+22.5% | Added |
| HBK Sorce Advisory LLC | 46,773 | $267.0K | 0.01% | +46,773 | New |
| Advisor Partners LLC | 48,453 | $277.0K | 0.02% | +18,942+64.2% | Added |
| Tower Research Capital LLC (TRC) | 48,690 | $279.0K | 0.00% | +48,690 | New |
| Matthews International Capital Management LLC | 49,200 | $281.0K | 0.04% | +49,200 | New |
| Alterna Wealth Management, Inc | 50,927 | $291.0K | 0.25% | +50,927 | New |
| Legacy Wealth Asset Management, LLC | 56,508 | $323.0K | 0.11% | −128,290−69.4% | Reduced |
| Banco Santander, S.A. | 57,769 | $331.0K | 0.00% | −47,098−44.9% | Reduced |
| QCM Cayman, Ltd. | 59,365 | $339.0K | 1.49% | +59,365 | New |
| Cloverfields Capital Group, LP | 59,663 | $341.0K | 0.11% | +59,663 | New |
| Rockefeller Capital Management L.P. | 62,190 | $354.0K | 0.00% | +773+1.3% | Added |
| Ethic Inc. | 61,926 | $354.0K | 0.02% | +20,094+48.0% | Added |
| Schonfeld Strategic Advisors LLC | 70,000 | $400.0K | 0.00% | +59,100+542.2% | Added |
| Baldwin Investment Management, LLC | 71,880 | $410.0K | 0.11% | −2,776−3.7% | Reduced |
| Wealth Alliance | 73,608 | $420.0K | 0.09% | +476+0.7% | Added |
| London & Capital Asset Management Ltd | 75,000 | $428.0K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 75,066 | $429.0K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 75,581 | $432.0K | 0.04% | +15,373+25.5% | Added |
| Brandywine Global Investment Management, LLC | 77,300 | $441.0K | 0.00% | +11,400+17.3% | Added |
| Fifth Third Bancorp | 81,730 | $467.0K | 0.00% | −385,707−82.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 82,000 | $468.0K | 0.01% | −30,000−26.8% | Reduced |
| Nomura Asset Management Co Ltd | 82,584 | $471.6K | 0.00% | −88,754−51.8% | Reduced |
| Standard Life Aberdeen plc | 83,600 | $483.0K | 0.00% | +83,600 | New |
| ClariVest Asset Management LLC | 85,200 | $487.0K | 0.02% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 86,700 | $495.0K | 0.66% | +86,700 | New |
| Advisor Group Holdings, Inc. | 89,101 | $508.0K | 0.00% | −16,322−15.5% | Reduced |
| Dimensional Fund Advisors LP | 88,924 | $508.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 93,551 | $534.0K | 0.00% | +9,065+10.7% | Added |
| Diversified Trust Co | 100,873 | $576.0K | 0.02% | −11,200−10.0% | Reduced |
| Pathstone Family Office, LLC | 102,375 | $585.0K | 0.01% | +102,375 | New |
| Atlas Capital Advisors LLC | 112,057 | $639.8K | 0.10% | +72,963+186.6% | Added |
| Virtu Financial LLC | 116,284 | $664.0K | 0.05% | +116,284 | New |
| The PNC Financial Services Group, Inc. | 118,125 | $675.0K | 0.00% | −98,951−45.6% | Reduced |
| Guggenheim Capital LLC | 121,963 | $696.0K | 0.00% | −41,554−25.4% | Reduced |
| Candriam Luxembourg S.C.A. | 124,441 | $711.0K | 0.00% | −9,799−7.3% | Reduced |
| Veriti Management LLC | 125,162 | $715.0K | 0.09% | +97,854+358.3% | Added |
| XTX Topco Ltd | 133,242 | $761.0K | 0.33% | +12,112+10.0% | Added |
| Group One Trading, L.P. | 136,635 | $780.0K | 0.02% | +136,635 | New |
| Cubist Systematic Strategies, LLC | 144,869 | $827.0K | 0.01% | +58,669+68.1% | Added |
| Comerica Bank | 151,841 | $850.0K | 0.01% | +3,125+2.1% | Added |
| Banco BTG Pactual S.A. | 151,603 | $866.0K | 0.45% | +151,603 | New |
| Raymond James & Associates | 153,645 | $877.0K | 0.00% | +114,929+296.9% | Added |
| Truist Financial Corp | 157,085 | $897.0K | 0.00% | −272,216−63.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 166,116 | $949.0K | 0.00% | −5,353−3.1% | Reduced |
| DekaBank Deutsche Girozentrale | 165,146 | $955.0K | 0.00% | −13,700−7.7% | Reduced |
| Euro Pacific Asset Management, LLC | 171,921 | $983.0K | 0.19% | +171,921 | New |
| Baker Avenue Asset Management, LP | 185,000 | $1.06M | 0.06% | 00.0% | Unchanged |
| HRT Financial LP | 190,932 | $1.09M | 0.01% | +190,932 | New |
| US Bancorp | 192,933 | $1.10M | 0.00% | −638,572−76.8% | Reduced |
| LPL Financial LLC | 195,610 | $1.12M | 0.00% | +195,610 | New |
| Squarepoint Ops LLC | 196,206 | $1.12M | 0.01% | +196,206 | New |
| UBS Asset Management Americas Inc | 202,850 | $1.16M | 0.00% | −11,700−5.5% | Reduced |
| Two Sigma Securities, LLC | 219,635 | $1.25M | 0.17% | +162,079+281.6% | Added |
| Invesco Ltd. | 223,132 | $1.27M | 0.00% | −1,091,209−83.0% | Reduced |
| Ronit Capital LLP | 225,000 | $1.28M | 1.72% | +225,000 | New |
| Kiron Capital Gestao de Recursos Ltda. | 228,232 | $1.30M | 2.10% | −2,067−0.9% | Reduced |
| Profund Advisors LLC | 250,206 | $1.43M | 0.06% | +17,300+7.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 251,027 | $1.43M | 0.08% | −105,140−29.5% | Reduced |
| TCW Group Inc | 268,800 | $1.53M | 0.01% | +268,800 | New |
| Longfellow Investment Management Co LLC | 276,572 | $1.58M | 0.25% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 279,903 | $1.60M | 0.01% | +279,903 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 286,345 | $1.64M | 0.00% | +163,514+133.1% | Added |
| Eagle Global Advisors LLC | 287,000 | $1.64M | 0.10% | −6,000−2.0% | Reduced |
| Centiva Capital, LP | 289,653 | $1.65M | 0.10% | +289,653 | New |
| Thrivent Financial for Lutherans | 304,309 | $1.74M | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 322,740 | $1.84M | 0.00% | +103,723+47.4% | Added |
| Royal Bank of Canada | 326,073 | $1.86M | 0.00% | −1,378,172−80.9% | Reduced |
| Pzena Investment Management LLC | 335,597 | $1.92M | 0.01% | +111,168+49.5% | Added |
| AQR Capital Management LLC | 361,724 | $2.06M | 0.00% | −166,224−31.5% | Reduced |
| WP Advisors, LLC | 374,541 | $2.14M | 0.88% | −14,400−3.7% | Reduced |
| Quattro Financial Advisors LLC | 375,000 | $2.14M | 0.72% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 398,582 | $2.28M | 0.01% | +194,404+95.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 406,917 | $2.32M | 0.00% | +28,158+7.4% | Added |
| Edgestream Partners, L.P. | 422,797 | $2.41M | 0.19% | +172,486+68.9% | Added |
| Banque Cantonale Vaudoise | 440,000 | $2.51M | 0.11% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 492,983 | $2.81M | 0.11% | +349,666+244.0% | Added |
| Crossmark Global Holdings, Inc. | 515,870 | $2.95M | 0.07% | +40,530+8.5% | Added |
| Envestnet Asset Management Inc | 572,796 | $3.27M | 0.00% | −1,113,496−66.0% | Reduced |
| Bank of Nova Scotia | 579,650 | $3.31M | 0.01% | +579,650 | New |
| Liontrust Investment Partners LLP | 592,543 | $3.38M | 0.04% | +251,100+73.5% | Added |
| AXA S.A. | 607,082 | $3.47M | 0.01% | +607,082 | New |
| Leonteq Securities AG | 634,488 | $3.62M | 0.16% | −2,302,852−78.4% | Reduced |
| Madison Asset Management, LLC | 718,455 | $4.10M | 0.06% | +13,072+1.9% | Added |
| Daiwa Securities Group Inc. | 782,347 | $4.47M | 0.03% | +6,000+0.8% | Added |
| Clearbridge Investments, LLC | 816,259 | $4.66M | 0.00% | +214,185+35.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 818,995 | $4.68M | 0.25% | +289,273+54.6% | Added |
| American Century Companies Inc | 835,021 | $4.77M | 0.00% | +198,651+31.2% | Added |
| Massachusetts Financial Services Co | 898,328 | $5.13M | 0.00% | +50,630+6.0% | Added |
| Two Sigma Advisers, LP | 908,100 | $5.18M | 0.01% | +908,100 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 897,247 | $5.19M | 0.02% | +897,247 | New |
| Storebrand Asset Management AS | 936,615 | $5.35M | 0.03% | 00.0% | Unchanged |
| Oaktree Fund Advisors, LLC | 970,102 | $5.54M | 9.05% | +21,649+2.3% | Added |
| Northwest & Ethical Investments L.P. | 983,788 | $5.62M | 0.18% | +983,788 | New |
| 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 |