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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 1,004,739 | $5.74M | 0.02% | +402,626+66.9% | Added |
| BNP Paribas Arbitrage, SA | 1,076,582 | $6.15M | 0.01% | −2,757,132−71.9% | Reduced |
| Geode Capital Management, LLC | 1,078,214 | $6.16M | 0.00% | −11,351−1.0% | Reduced |
| Millennium Management LLC | 1,211,026 | $6.92M | 0.01% | −55,907−4.4% | Reduced |
| Trillium Asset Management, LLC | 1,224,232 | $6.99M | 0.19% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 1,233,798 | $7.04M | 0.14% | +817,097+196.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,252,600 | $7.15M | 0.56% | +1,252,600 | New |
| Squadra Investments - Gestao de Recursos Ltda. | 1,254,500 | $7.16M | 1.85% | +1,254,500 | New |
| Parametric Portfolio Associates LLC | 1,270,896 | $7.26M | 0.00% | +159,782+14.4% | Added |
| Barclays PLC | 1,302,537 | $7.44M | 0.01% | +301,689+30.1% | Added |
| INCA Investments LLC | 1,347,000 | $7.69M | 4.04% | −628,006−31.8% | Reduced |
| 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 |
| Moneda S.A. Administradora General de Fondos | 1,456,237 | $8.31M | 3.94% | +248,924+20.6% | Added |
| Earnest Partners LLC | 1,523,177 | $8.70M | 0.05% | +19,218+1.3% | Added |
| Renaissance Group LLC | 1,630,288 | $9.31M | 0.42% | +1,630,288 | New |
| APG Asset Management N.V. | 1,850,921 | $9.50M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 1,799,908 | $10.3M | 0.00% | −2,788,284−60.8% | Reduced |
| Cullen Capital Management LLC | 1,858,581 | $10.6M | 0.10% | +1,839,874+9,835.2% | Added |
| HSBC Holdings PLC | 2,004,321 | $11.8M | 0.02% | +284,025+16.5% | Added |
| Pinebridge Investments, L.P. | 2,133,227 | $12.2M | 0.13% | +1,176,615+123.0% | Added |
| Teachers Retirement System of the State of Kentucky | 2,309,700 | $13.2M | 0.13% | +462,000+25.0% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 2,319,680 | $13.2M | 3.30% | −310,420−11.8% | Reduced |
| Barings LLC | 2,320,876 | $13.3M | 0.40% | +94,534+4.2% | Added |
| Wellington Management Group LLP | 2,450,394 | $14.0M | 0.00% | +2,450,394 | New |
| Sharp Capital Gestora de Recursos Ltda. | 2,462,964 | $14.1M | 6.67% | +2,462,964 | New |
| Boston Common Asset Management, LLC | 2,497,721 | $14.3M | 0.62% | +83,239+3.4% | Added |
| Lazard Asset Management LLC | 2,781,618 | $15.9M | 0.02% | +340,059+13.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,981,240 | $17.0M | 0.23% | +467,788+18.6% | Added |
| Amundi | 3,071,595 | $17.1M | 0.01% | +3,071,595 | New |
| Citadel Advisors LLC | 3,015,021 | $17.2M | 0.02% | −2,117,318−41.3% | Reduced |
| Legal & General Group Plc | 3,073,068 | $17.6M | 0.01% | 00.0% | Unchanged |
| Atmos Capital Gestao de Recursos Ltda. | 3,108,100 | $17.7M | 3.08% | +3,108,100 | New |
| NS Partners Ltd | 3,256,754 | $18.6M | 0.99% | +346,000+11.9% | Added |
| UBS Group AG | 3,329,674 | $19.0M | 0.01% | −2,893,831−46.5% | Reduced |
| Voloridge Investment Management, LLC | 3,455,168 | $19.7M | 0.11% | +3,455,168 | New |
| Credit Suisse AG | 3,582,351 | $20.5M | 0.02% | −8,495,181−70.3% | Reduced |
| State of New Jersey Common Pension Fund D | 3,638,214 | $20.8M | 0.07% | −187,823−4.9% | Reduced |
| USS Investment Management Ltd | 3,839,966 | $21.9M | 0.18% | 00.0% | Unchanged |
| STRS Ohio | 4,400,000 | $25.1M | 0.09% | 00.0% | Unchanged |
| Todd Asset Management LLC | 4,461,052 | $25.4M | 0.56% | +1,171,053+35.6% | Added |
| Victory Capital Management Inc | 5,256,480 | $30.0M | 0.03% | +903,762+20.8% | Added |
| Morgan Stanley | 5,390,690 | $30.8M | 0.00% | −45,695,572−89.4% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 5,766,594 | $32.9M | 2.13% | −1,761,743−23.4% | Reduced |
| Jane Street Group, LLC | 6,878,665 | $39.8M | 0.07% | +3,601,371+109.9% | Added |
| Northcape Capital Pty Ltd | 7,281,549 | $41.6M | 4.25% | −47,602−0.6% | Reduced |
| Citigroup Inc | 7,309,476 | $41.7M | 0.04% | −155,484−2.1% | Reduced |
| Pendal Group Limited | 7,340,267 | $41.9M | 0.34% | +6,394,603+676.2% | Added |
| Optiver Holding B.V. | 7,571,245 | $43.2M | 0.05% | −1,666,783−18.0% | Reduced |
| GQG Partners LLC | 9,999,010 | $57.1M | 0.13% | +5,123,142+105.1% | Added |
| Swedbank AB | 10,000,000 | $57.1M | 0.11% | −4,000,000−28.6% | Reduced |
| Russell Investments Group, Ltd. | 10,527,019 | $60.1M | 0.10% | +6,230,964+145.0% | Added |
| Deutsche Bank AG | 12,076,447 | $69.0M | 0.03% | +3,690,674+44.0% | Added |
| Seafarer Capital Partners, LLC | 12,784,000 | $73.0M | 32.10% | +1,325,000+11.6% | Added |
| Macquarie Group Ltd | 12,980,984 | $74.1M | 0.07% | −9,132−0.1% | Reduced |
| State Street Corp | 13,401,236 | $76.6M | 0.00% | −3,189,292−19.2% | Reduced |
| Ameriprise Financial Inc | 14,077,076 | $80.4M | 0.02% | +11,474,161+440.8% | Added |
| Mondrian Investment Partners LTD | 15,184,280 | $86.7M | 1.88% | −410,553−2.6% | Reduced |
| JPMorgan Chase & Co | 17,547,884 | $100.2M | 0.01% | +867,524+5.2% | Added |
| Two Sigma Investments, LP | 17,934,051 | $102.4M | 0.31% | +17,934,051 | New |
| Harding Loevner LP | 23,408,944 | $104.6M | 0.58% | −13,995,349−37.4% | Reduced |
| Bank of America Corp | 18,335,920 | $104.7M | 0.01% | −21,781,708−54.3% | Reduced |
| Baillie Gifford & Co | 18,611,904 | $106.3M | 0.07% | −527,887−2.8% | Reduced |
| Fisher Asset Management, LLC | 19,859,598 | $113.4M | 0.07% | −225,713−1.1% | Reduced |
| Renaissance Technologies LLC | 20,872,374 | $119.2M | 0.14% | +14,818,000+244.7% | Added |
| William Blair Investment Management, LLC | 21,225,793 | $121.2M | 0.36% | +21,225,793 | New |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 22,614,976 | $129.1M | 1.37% | +84,445+0.4% | Added |
| Vanguard Group Inc | 28,220,403 | $161.1M | 0.00% | −3,106,339−9.9% | Reduced |
| Dodge & Cox | 28,467,305 | $162.5M | 0.10% | +2,406,500+9.2% | Added |
| Franklin Resources Inc | 30,318,638 | $173.1M | 0.07% | −3,161,478−9.4% | Reduced |
| BlackRock Inc. | 37,984,762 | $216.9M | 0.01% | +11,129,486+41.4% | Added |
| Westwood Global Investments, LLC | 56,516,992 | $322.7M | 16.42% | −866,203−1.5% | Reduced |
| Orbis Allan Gray Ltd | 81,494,336 | $465.3M | 3.40% | +35,982,842+79.1% | Added |
| Goldman Sachs Group Inc | 92,419,788 | $527.7M | 0.13% | −30,490,141−24.8% | Reduced |
| Schroder Investment Management Group | 157,064,308 | $907.8M | 1.20% | −6,758,744−4.1% | Reduced |
| Sofos Investments, Inc. | 132 | – | – | +24+22.2% | Added |
| Aaron Wealth Advisors | 45,120 | – | – | +45,120 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 0 | $0 | 0.00% | −28,600,000−100.0% | Sold out |
| Dynamo Administracao de Recursos Ltda. | 0 | $0 | 0.00% | −7,006,277−100.0% | Sold out |
| Dynamo Internacional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −5,197,823−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,949,500−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −2,180,763−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,010,872−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,635,451−100.0% | Sold out |
| Sagil Capital LLP | 0 | $0 | 0.00% | −1,085,300−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −934,264−100.0% | Sold out |
| Glovista Investments LLC | 0 | $0 | 0.00% | −855,370−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −651,340−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −471,413−100.0% | Sold out |
| Newfoundland Capital Management | 0 | $0 | 0.00% | −380,100−100.0% | Sold out |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −374,955−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −373,418−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −285,836−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −275,431−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −270,131−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −258,555−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −248,981−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −240,800−100.0% | Sold out |