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, Q2 2022
Institutional positions in Itau Unibanco Holding S.A. as of Jun 30, 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
- 274
- +1 vs. Q1 2022
- Shares held
- 881.9M
- −95.4M (−9.8%) vs. Q1 2022
- Total value
- $3.78B
- −$1.76B (−31.7%) vs. Q1 2022
- New holders
- 39
- 93 more added
- Sold out
- 38
- 90 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 127,899,445 | $560.2M | 0.85% | −29,164,863−18.6% | Reduced |
| Goldman Sachs Group Inc | 68,665,293 | $293.9M | 0.09% | −23,754,495−25.7% | Reduced |
| Westwood Global Investments, LLC | 55,490,492 | $237.5M | 15.16% | −1,026,500−1.8% | Reduced |
| Bank of America Corp | 36,363,849 | $155.6M | 0.02% | +18,027,929+98.3% | Added |
| BlackRock Inc. | 31,329,331 | $134.1M | 0.00% | −6,655,431−17.5% | Reduced |
| Franklin Resources Inc | 29,959,514 | $128.2M | 0.06% | −359,124−1.2% | Reduced |
| Orbis Allan Gray Ltd | 29,852,963 | $127.8M | 1.03% | −51,641,373−63.4% | Reduced |
| JPMorgan Chase & Co | 29,495,903 | $126.2M | 0.02% | +11,948,019+68.1% | Added |
| Dodge & Cox | 28,525,905 | $122.1M | 0.08% | +58,600+0.2% | Added |
| Vanguard Group Inc | 27,204,232 | $116.4M | 0.00% | −1,016,171−3.6% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 26,649,428 | $114.1M | 1.36% | +4,034,452+17.8% | Added |
| Morgan Stanley | 24,117,656 | $103.2M | 0.01% | +18,726,966+347.4% | Added |
| Harding Loevner LP | 22,801,699 | $97.6M | 0.60% | −607,245−2.6% | Reduced |
| William Blair Investment Management, LLC | 21,815,747 | $93.4M | 0.35% | +589,954+2.8% | Added |
| Itau Unibanco Holding S.A. | 21,598,757 | $91.8M | 3.23% | +20,598,757+2,059.9% | Added |
| Fisher Asset Management, LLC | 18,802,578 | $80.5M | 0.06% | −1,057,020−5.3% | Reduced |
| Baillie Gifford & Co | 18,689,711 | $80.0M | 0.08% | +77,807+0.4% | Added |
| Mondrian Investment Partners LTD | 15,155,785 | $64.9M | 1.50% | −28,495−0.2% | Reduced |
| Ameriprise Financial Inc | 14,420,482 | $61.7M | 0.02% | +343,406+2.4% | Added |
| Macquarie Group Ltd | 13,124,110 | $56.2M | 0.06% | +143,126+1.1% | Added |
| Seafarer Capital Partners, LLC | 12,784,000 | $54.7M | 23.67% | 00.0% | Unchanged |
| GQG Partners LLC | 11,017,403 | $47.2M | 0.12% | +1,018,393+10.2% | Added |
| Swedbank AB | 11,000,000 | $47.1M | 0.11% | +1,000,000+10.0% | Added |
| State Street Corp | 10,861,584 | $46.5M | 0.00% | −2,539,652−19.0% | Reduced |
| Deutsche Bank AG | 10,635,106 | $45.5M | 0.03% | −1,441,341−11.9% | Reduced |
| Russell Investments Group, Ltd. | 10,014,678 | $42.9M | 0.09% | −512,341−4.9% | Reduced |
| Northcape Capital Pty Ltd | 9,418,194 | $40.3M | 5.05% | +2,136,645+29.3% | Added |
| Citigroup Inc | 7,946,285 | $34.0M | 0.05% | +636,809+8.7% | Added |
| Pendal Group Limited | 7,610,067 | $32.6M | 0.32% | +269,800+3.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 5,510,207 | $23.6M | 3.40% | −256,387−4.4% | Reduced |
| Credit Suisse AG | 4,777,415 | $20.4M | 0.02% | +1,195,064+33.4% | Added |
| Todd Asset Management LLC | 4,547,974 | $19.5M | 0.50% | +86,922+1.9% | Added |
| STRS Ohio | 4,400,000 | $18.8M | 0.08% | 00.0% | Unchanged |
| Optiver Holding B.V. | 4,316,401 | $18.5M | 0.02% | −3,254,844−43.0% | Reduced |
| USS Investment Management Ltd | 3,839,966 | $16.4M | 0.17% | 00.0% | Unchanged |
| UBS Group AG | 3,694,567 | $15.8M | 0.01% | +364,893+11.0% | Added |
| Qube Research & Technologies Ltd | 3,533,511 | $15.1M | 0.12% | +3,533,511 | New |
| NS Partners Ltd | 3,401,419 | $14.6M | 0.88% | +144,665+4.4% | Added |
| State of New Jersey Common Pension Fund D | 3,291,626 | $14.1M | 0.05% | −346,588−9.5% | Reduced |
| Legal & General Group Plc | 3,073,068 | $13.1M | 0.00% | 00.0% | Unchanged |
| Atmos Capital Gestao de Recursos Ltda. | 3,057,279 | $13.1M | 1.99% | −50,821−1.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,024,100 | $12.9M | 0.07% | +3,024,100 | New |
| Jane Street Group, LLC | 2,827,508 | $12.2M | 0.02% | −4,051,157−58.9% | Reduced |
| Amundi | 3,024,567 | $12.1M | 0.01% | −47,028−1.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,645,777 | $11.6M | 0.04% | +1,748,530+194.9% | Added |
| Millennium Management LLC | 2,574,731 | $11.0M | 0.01% | +1,363,705+112.6% | Added |
| Capital Research Global Investors | 2,369,201 | $10.1M | 0.00% | +2,369,201 | New |
| Boston Common Asset Management, LLC | 2,360,182 | $10.1M | 0.50% | −137,539−5.5% | Reduced |
| Lazard Asset Management LLC | 2,260,989 | $9.68M | 0.01% | −520,629−18.7% | Reduced |
| Pinebridge Investments, L.P. | 2,210,791 | $9.46M | 0.12% | +77,564+3.6% | Added |
| BNP Paribas Arbitrage, SA | 2,085,706 | $8.93M | 0.02% | +1,009,124+93.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,966,880 | $8.42M | 0.14% | −1,014,360−34.0% | Reduced |
| HSBC Holdings PLC | 1,879,118 | $8.30M | 0.01% | −125,203−6.2% | Reduced |
| Northern Trust Corp | 1,874,822 | $8.02M | 0.00% | +74,914+4.2% | Added |
| Barings LLC | 1,869,780 | $8.00M | 0.29% | −451,096−19.4% | Reduced |
| Edgestream Partners, L.P. | 1,619,820 | $6.93M | 0.55% | +1,197,023+283.1% | Added |
| Barclays PLC | 1,563,745 | $6.69M | 0.01% | +261,208+20.1% | Added |
| Earnest Partners LLC | 1,512,965 | $6.47M | 0.04% | −10,212−0.7% | Reduced |
| INCA Investments LLC | 1,486,790 | $6.36M | 3.55% | +139,790+10.4% | Added |
| SEI Investments Co | 1,467,358 | $6.28M | 0.01% | +76,668+5.5% | Added |
| Cullen Capital Management LLC | 1,457,207 | $6.24M | 0.06% | −401,374−21.6% | Reduced |
| Leonteq Securities AG | 1,445,850 | $6.19M | 0.29% | +811,362+127.9% | Added |
| Renaissance Group LLC | 1,324,368 | $5.67M | 0.29% | −305,920−18.8% | Reduced |
| Oaktree Fund Advisors, LLC | 1,236,343 | $5.29M | 9.28% | +266,241+27.4% | Added |
| Trillium Asset Management, LLC | 1,224,232 | $5.24M | 0.16% | 00.0% | Unchanged |
| American Century Companies Inc | 1,165,414 | $4.99M | 0.00% | +330,393+39.6% | Added |
| Geode Capital Management, LLC | 1,074,626 | $4.60M | 0.00% | −3,588−0.3% | Reduced |
| Moneda S.A. Administradora General de Fondos | 1,015,215 | $4.34M | 3.23% | −441,022−30.3% | Reduced |
| Northwest & Ethical Investments L.P. | 983,788 | $4.21M | 0.16% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 936,615 | $4.01M | 0.02% | 00.0% | Unchanged |
| AXA S.A. | 907,338 | $3.88M | 0.01% | +300,256+49.5% | Added |
| Massachusetts Financial Services Co | 897,972 | $3.84M | 0.00% | −3560.0% | Reduced |
| Deprince Race & Zollo Inc | 874,400 | $3.74M | 0.09% | +874,400 | New |
| Clearbridge Investments, LLC | 869,667 | $3.72M | 0.00% | +53,408+6.5% | Added |
| Voloridge Investment Management, LLC | 851,672 | $3.65M | 0.02% | −2,603,496−75.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 850,000 | $3.64M | 0.31% | −402,600−32.1% | Reduced |
| Calamos Advisors LLC | 827,534 | $3.54M | 0.02% | −177,205−17.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 767,100 | $3.28M | 0.23% | −51,895−6.3% | Reduced |
| Virtu Financial LLC | 755,172 | $3.23M | 0.27% | +638,888+549.4% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 751,713 | $3.22M | 1.92% | −1,711,251−69.5% | Reduced |
| Envestnet Asset Management Inc | 748,201 | $3.20M | 0.00% | +175,405+30.6% | Added |
| Daiwa Securities Group Inc. | 708,347 | $3.03M | 0.02% | −74,000−9.5% | Reduced |
| Madison Asset Management, LLC | 677,610 | $2.90M | 0.05% | −40,845−5.7% | Reduced |
| Dorsey Wright & Associates | 668,071 | $2.86M | 0.84% | +668,071 | New |
| Bank of Nova Scotia | 660,505 | $2.83M | 0.01% | +80,855+13.9% | Added |
| Jump Financial, LLC | 637,383 | $2.73M | 0.12% | +616,219+2,911.6% | Added |
| Liontrust Investment Partners LLP | 632,543 | $2.71M | 0.04% | +40,000+6.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 524,228 | $2.24M | 0.01% | +244,325+87.3% | Added |
| Crossmark Global Holdings, Inc. | 517,030 | $2.21M | 0.06% | +1,160+0.2% | Added |
| First Eagle Investment Management, LLC | 447,040 | $1.91M | 0.01% | +124,300+38.5% | Added |
| Banque Cantonale Vaudoise | 440,000 | $1.88M | 0.10% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 416,813 | $1.78M | 0.01% | +18,231+4.6% | Added |
| AQR Capital Management LLC | 373,692 | $1.60M | 0.00% | +11,968+3.3% | Added |
| WP Advisors, LLC | 371,941 | $1.59M | 0.69% | −2,600−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 371,737 | $1.59M | 0.00% | −35,180−8.6% | Reduced |
| DekaBank Deutsche Girozentrale | 365,146 | $1.56M | 0.00% | +200,000+121.1% | Added |
| Pzena Investment Management LLC | 343,744 | $1.47M | 0.01% | +8,147+2.4% | Added |
| Deltec Asset Management LLC | 325,992 | $1.40M | 0.33% | +315,700+3,067.4% | Added |
| Ronit Capital LLP | 325,000 | $1.39M | 2.09% | +100,000+44.4% | Added |
| Royal Bank of Canada | 317,924 | $1.36M | 0.00% | −8,149−2.5% | Reduced |