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 |
|---|---|---|---|---|---|
| WP Advisors, LLC | 374,541 | $2.14M | 0.88% | −14,400−3.7% | Reduced |
| AQR Capital Management LLC | 361,724 | $2.06M | 0.00% | −166,224−31.5% | Reduced |
| Pzena Investment Management LLC | 335,597 | $1.92M | 0.01% | +111,168+49.5% | Added |
| Royal Bank of Canada | 326,073 | $1.86M | 0.00% | −1,378,172−80.9% | Reduced |
| First Eagle Investment Management, LLC | 322,740 | $1.84M | 0.00% | +103,723+47.4% | Added |
| Thrivent Financial for Lutherans | 304,309 | $1.74M | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 289,653 | $1.65M | 0.10% | +289,653 | New |
| Eagle Global Advisors LLC | 287,000 | $1.64M | 0.10% | −6,000−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 286,345 | $1.64M | 0.00% | +163,514+133.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 279,903 | $1.60M | 0.01% | +279,903 | New |
| Longfellow Investment Management Co LLC | 276,572 | $1.58M | 0.25% | 00.0% | Unchanged |
| TCW Group Inc | 268,800 | $1.53M | 0.01% | +268,800 | New |
| Nippon Life Global Investors Americas, Inc. | 251,027 | $1.43M | 0.08% | −105,140−29.5% | Reduced |
| Profund Advisors LLC | 250,206 | $1.43M | 0.06% | +17,300+7.4% | Added |
| Kiron Capital Gestao de Recursos Ltda. | 228,232 | $1.30M | 2.10% | −2,067−0.9% | Reduced |
| Ronit Capital LLP | 225,000 | $1.28M | 1.72% | +225,000 | New |
| Invesco Ltd. | 223,132 | $1.27M | 0.00% | −1,091,209−83.0% | Reduced |
| Two Sigma Securities, LLC | 219,635 | $1.25M | 0.17% | +162,079+281.6% | Added |
| UBS Asset Management Americas Inc | 202,850 | $1.16M | 0.00% | −11,700−5.5% | Reduced |
| Squarepoint Ops LLC | 196,206 | $1.12M | 0.01% | +196,206 | New |
| LPL Financial LLC | 195,610 | $1.12M | 0.00% | +195,610 | New |
| US Bancorp | 192,933 | $1.10M | 0.00% | −638,572−76.8% | Reduced |
| HRT Financial LP | 190,932 | $1.09M | 0.01% | +190,932 | New |
| Baker Avenue Asset Management, LP | 185,000 | $1.06M | 0.06% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 171,921 | $983.0K | 0.19% | +171,921 | New |
| DekaBank Deutsche Girozentrale | 165,146 | $955.0K | 0.00% | −13,700−7.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 166,116 | $949.0K | 0.00% | −5,353−3.1% | Reduced |
| Truist Financial Corp | 157,085 | $897.0K | 0.00% | −272,216−63.4% | Reduced |
| Raymond James & Associates | 153,645 | $877.0K | 0.00% | +114,929+296.9% | Added |
| Banco BTG Pactual S.A. | 151,603 | $866.0K | 0.45% | +151,603 | New |
| Comerica Bank | 151,841 | $850.0K | 0.01% | +3,125+2.1% | Added |
| Cubist Systematic Strategies, LLC | 144,869 | $827.0K | 0.01% | +58,669+68.1% | Added |
| Group One Trading, L.P. | 136,635 | $780.0K | 0.02% | +136,635 | New |
| XTX Topco Ltd | 133,242 | $761.0K | 0.33% | +12,112+10.0% | Added |
| Veriti Management LLC | 125,162 | $715.0K | 0.09% | +97,854+358.3% | Added |
| Candriam Luxembourg S.C.A. | 124,441 | $711.0K | 0.00% | −9,799−7.3% | Reduced |
| Guggenheim Capital LLC | 121,963 | $696.0K | 0.00% | −41,554−25.4% | Reduced |
| The PNC Financial Services Group, Inc. | 118,125 | $675.0K | 0.00% | −98,951−45.6% | Reduced |
| Virtu Financial LLC | 116,284 | $664.0K | 0.05% | +116,284 | New |
| Atlas Capital Advisors LLC | 112,057 | $639.8K | 0.10% | +72,963+186.6% | Added |
| Pathstone Family Office, LLC | 102,375 | $585.0K | 0.01% | +102,375 | New |
| Diversified Trust Co | 100,873 | $576.0K | 0.02% | −11,200−10.0% | Reduced |
| Susquehanna International Group, LLP | 93,551 | $534.0K | 0.00% | +9,065+10.7% | Added |
| 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 |
| Enlightenment Research, LLC | 86,700 | $495.0K | 0.66% | +86,700 | New |
| ClariVest Asset Management LLC | 85,200 | $487.0K | 0.02% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 83,600 | $483.0K | 0.00% | +83,600 | New |
| Nomura Asset Management Co Ltd | 82,584 | $471.6K | 0.00% | −88,754−51.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 82,000 | $468.0K | 0.01% | −30,000−26.8% | Reduced |
| Fifth Third Bancorp | 81,730 | $467.0K | 0.00% | −385,707−82.5% | Reduced |
| Brandywine Global Investment Management, LLC | 77,300 | $441.0K | 0.00% | +11,400+17.3% | Added |
| Eqis Capital Management, Inc. | 75,581 | $432.0K | 0.04% | +15,373+25.5% | Added |
| Yousif Capital Management, LLC | 75,066 | $429.0K | 0.00% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 75,000 | $428.0K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 73,608 | $420.0K | 0.09% | +476+0.7% | Added |
| Baldwin Investment Management, LLC | 71,880 | $410.0K | 0.11% | −2,776−3.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 70,000 | $400.0K | 0.00% | +59,100+542.2% | Added |
| 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 |
| Cloverfields Capital Group, LP | 59,663 | $341.0K | 0.11% | +59,663 | New |
| QCM Cayman, Ltd. | 59,365 | $339.0K | 1.49% | +59,365 | New |
| Banco Santander, S.A. | 57,769 | $331.0K | 0.00% | −47,098−44.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 56,508 | $323.0K | 0.11% | −128,290−69.4% | Reduced |
| Alterna Wealth Management, Inc | 50,927 | $291.0K | 0.25% | +50,927 | New |
| Matthews International Capital Management LLC | 49,200 | $281.0K | 0.04% | +49,200 | New |
| Tower Research Capital LLC (TRC) | 48,690 | $279.0K | 0.00% | +48,690 | New |
| Advisor Partners LLC | 48,453 | $277.0K | 0.02% | +18,942+64.2% | Added |
| 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 |
| Toroso Investments, LLC | 46,323 | $265.0K | 0.01% | −13,274−22.3% | Reduced |
| First Trust Advisors LP | 43,833 | $250.0K | 0.00% | −133,893−75.3% | Reduced |
| Boston Partners | 278,523 | $233.0K | 0.00% | +278,523 | New |
| Old National Bancorp | 38,806 | $222.0K | 0.01% | −587−1.5% | Reduced |
| Vontobel Holding Ltd. | 37,915 | $216.0K | 0.00% | −32,575−46.2% | Reduced |
| United Maritime Capital LLC | 37,676 | $215.0K | 0.59% | −85,000−69.3% | Reduced |
| Winton Group Ltd | 37,599 | $215.0K | 0.01% | +37,599 | New |
| Qtron Investments LLC | 37,257 | $213.0K | 0.05% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 35,880 | $204.0K | 0.04% | −5,160−12.6% | Reduced |
| Quantamental Technologies LLC | 35,803 | $204.0K | 0.12% | +35,803 | New |
| Hilltop Holdings Inc. | 34,974 | $200.0K | 0.02% | −625−1.8% | Reduced |
| Blair William & Co | 35,013 | $200.0K | 0.00% | +8,285+31.0% | Added |
| Bank of New York Mellon Corp | 34,975 | $199.0K | 0.00% | +11,468+48.8% | Added |
| Checchi Capital Advisers, LLC | 34,461 | $197.0K | 0.02% | +555+1.6% | Added |
| Bayesian Capital Management, LP | 32,800 | $187.0K | 0.03% | +32,800 | New |
| Gould Asset Management LLC | 31,500 | $180.0K | 0.05% | +2,130+7.3% | Added |
| Baldwin Brothers Inc | 31,383 | $179.0K | 0.02% | −3,165−9.2% | Reduced |
| Ergoteles LLC | 30,857 | $176.0K | 0.01% | +30,857 | New |
| River Road Asset Management, LLC | 29,601 | $169.0K | 0.00% | −2,408−7.5% | Reduced |
| Ameraudi Asset Management, Inc. | 25,150 | $144.0K | 0.05% | +25,150 | New |
| Stifel Financial Corp | 25,036 | $143.0K | 0.00% | +2,636+11.8% | Added |
| Cerity Partners LLC | 24,706 | $141.0K | 0.00% | +11,402+85.7% | Added |
| HighTower Advisors, LLC | 22,297 | $128.0K | 0.00% | −11,726−34.5% | Reduced |
| Perpetual Investment Management Ltd | 21,962 | $125.0K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 21,851 | $125.0K | 0.01% | +21,851 | New |
| Jump Financial, LLC | 21,164 | $121.0K | 0.01% | +7,793+58.3% | Added |
| Aviva PLC | 20,670 | $118.0K | 0.00% | 00.0% | Unchanged |
| KCS Wealth Advisory | 20,351 | $116.0K | 0.05% | +1,176+6.1% | Added |
| JustInvest LLC | 20,265 | $116.0K | 0.01% | +7,070+53.6% | Added |
| Lake Street Advisors Group, LLC | 18,658 | $107.0K | 0.01% | −3,779−16.8% | Reduced |