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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 40,374 | $173.0K | 0.00% | −3,459−7.9% | Reduced |
| Personal Cfo Solutions, LLC | 40,763 | $174.0K | 0.04% | +40,763 | New |
| Advisor Partners LLC | 43,099 | $184.0K | 0.01% | −5,354−11.0% | Reduced |
| Cerity Partners LLC | 42,876 | $184.0K | 0.00% | +18,170+73.5% | Added |
| Wrapmanager Inc | 43,970 | $188.0K | 0.06% | +43,970 | New |
| Raymond James & Associates | 44,117 | $189.0K | 0.00% | −109,528−71.3% | Reduced |
| Old National Bancorp | 44,271 | $189.0K | 0.01% | +5,465+14.1% | Added |
| Financial Counselors Inc | 46,681 | $200.0K | 0.00% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 47,279 | $202.0K | 0.00% | +17,678+59.7% | Added |
| Matthews International Capital Management LLC | 50,400 | $216.0K | 0.03% | +1,200+2.4% | Added |
| Toroso Investments, LLC | 51,203 | $219.0K | 0.01% | +4,880+10.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 52,000 | $223.0K | 0.01% | −30,000−36.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 52,566 | $225.0K | 0.06% | +52,566 | New |
| Wells Fargo & Company | 53,811 | $229.0K | 0.00% | +36,855+217.4% | Added |
| Vestmark Advisory Solutions, Inc. | 55,342 | $237.0K | 0.01% | +55,342 | New |
| Winton Group Ltd | 57,349 | $245.0K | 0.01% | +19,750+52.5% | Added |
| Legacy Wealth Asset Management, LLC | 57,966 | $248.0K | 0.10% | +1,458+2.6% | Added |
| Cloverfields Capital Group, LP | 59,663 | $255.0K | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 63,379 | $270.0K | 0.00% | +1,189+1.9% | Added |
| Guggenheim Capital LLC | 64,523 | $276.0K | 0.00% | −57,440−47.1% | Reduced |
| ClariVest Asset Management LLC | 66,100 | $283.0K | 0.01% | −19,100−22.4% | Reduced |
| Pathstone Family Office, LLC | 69,065 | $295.9K | 0.01% | −33,310−32.5% | Reduced |
| Cubist Systematic Strategies, LLC | 72,070 | $308.0K | 0.00% | −72,799−50.3% | Reduced |
| Baldwin Investment Management, LLC | 71,880 | $308.0K | 0.11% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 72,536 | $310.1K | 0.03% | −3,045−4.0% | Reduced |
| Yousif Capital Management, LLC | 74,521 | $319.0K | 0.00% | −545−0.7% | Reduced |
| London & Capital Asset Management Ltd | 75,000 | $321.0K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 76,641 | $328.0K | 0.06% | +3,033+4.1% | Added |
| Brandywine Global Investment Management, LLC | 77,300 | $331.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 77,289 | $331.0K | 0.01% | +77,289 | New |
| Fifth Third Bancorp | 80,218 | $343.0K | 0.00% | −1,512−1.8% | Reduced |
| Banco Santander, S.A. | 80,228 | $343.0K | 0.00% | +22,459+38.9% | Added |
| Nomura Asset Management Co Ltd | 82,584 | $353.5K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 83,600 | $366.0K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 95,000 | $407.0K | 0.23% | +95,000 | New |
| Advisor Group Holdings, Inc. | 96,822 | $415.0K | 0.00% | +7,721+8.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 99,800 | $431.0K | 0.01% | +99,800 | New |
| Diversified Trust Co | 100,873 | $432.0K | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 101,063 | $433.0K | 0.00% | +12,139+13.7% | Added |
| Atlas Capital Advisors LLC | 115,830 | $495.8K | 0.08% | +3,773+3.4% | Added |
| Citadel Advisors LLC | 116,168 | $497.0K | 0.00% | −2,898,853−96.1% | Reduced |
| Truist Financial Corp | 116,815 | $499.0K | 0.00% | −40,270−25.6% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 128,576 | $514.3K | 0.11% | +128,576 | New |
| Veriti Management LLC | 123,224 | $527.0K | 0.07% | −1,938−1.5% | Reduced |
| Candriam Luxembourg S.C.A. | 124,441 | $533.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 144,011 | $617.0K | 0.01% | +95,321+195.8% | Added |
| Comerica Bank | 151,544 | $653.0K | 0.01% | −297−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 153,261 | $656.0K | 0.00% | −12,855−7.7% | Reduced |
| Newfoundland Capital Management | 168,000 | $719.0K | 0.98% | +168,000 | New |
| Nordea Investment Management AB | 168,580 | $722.0K | 0.00% | +168,580 | New |
| US Bancorp | 168,823 | $724.0K | 0.00% | −24,110−12.5% | Reduced |
| Euro Pacific Asset Management, LLC | 172,684 | $740.0K | 0.18% | +763+0.4% | Added |
| Stifel Financial Corp | 180,061 | $771.0K | 0.00% | +155,025+619.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 181,727 | $778.0K | 0.05% | −69,300−27.6% | Reduced |
| Baker Avenue Asset Management, LP | 185,000 | $791.0K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 191,854 | $821.0K | 0.00% | −31,278−14.0% | Reduced |
| Quattro Financial Advisors LLC | 200,000 | $856.0K | 0.29% | −175,000−46.7% | Reduced |
| Profund Advisors LLC | 202,547 | $867.0K | 0.06% | −47,659−19.0% | Reduced |
| Kiron Capital Gestao de Recursos Ltda. | 209,532 | $897.0K | 2.42% | −18,700−8.2% | Reduced |
| UBS Asset Management Americas Inc | 211,440 | $905.0K | 0.00% | +8,590+4.2% | Added |
| HRT Financial LP | 212,270 | $908.0K | 0.01% | +21,338+11.2% | Added |
| LPL Financial LLC | 212,891 | $911.0K | 0.00% | +17,281+8.8% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 217,372 | $929.0K | 0.44% | +217,372 | New |
| Two Sigma Securities, LLC | 218,156 | $934.0K | 0.16% | −1,479−0.7% | Reduced |
| Susquehanna International Group, LLP | 266,320 | $1.14M | 0.00% | +172,769+184.7% | Added |
| Longfellow Investment Management Co LLC | 276,572 | $1.18M | 0.26% | 00.0% | Unchanged |
| Absoluto Partners Gestao de Recursos Ltda | 276,810 | $1.19M | 0.49% | −2,042,870−88.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 286,345 | $1.23M | 0.00% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 287,000 | $1.23M | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 298,666 | $1.28M | 0.02% | +298,666 | New |
| Thrivent Financial for Lutherans | 304,309 | $1.30M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 317,924 | $1.36M | 0.00% | −8,149−2.5% | Reduced |
| Ronit Capital LLP | 325,000 | $1.39M | 2.09% | +100,000+44.4% | Added |
| Deltec Asset Management LLC | 325,992 | $1.40M | 0.33% | +315,700+3,067.4% | Added |
| Pzena Investment Management LLC | 343,744 | $1.47M | 0.01% | +8,147+2.4% | Added |
| DekaBank Deutsche Girozentrale | 365,146 | $1.56M | 0.00% | +200,000+121.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 371,737 | $1.59M | 0.00% | −35,180−8.6% | Reduced |
| WP Advisors, LLC | 371,941 | $1.59M | 0.69% | −2,600−0.7% | Reduced |
| AQR Capital Management LLC | 373,692 | $1.60M | 0.00% | +11,968+3.3% | Added |
| Natixis Advisors, L.P. | 416,813 | $1.78M | 0.01% | +18,231+4.6% | Added |
| Banque Cantonale Vaudoise | 440,000 | $1.88M | 0.10% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 447,040 | $1.91M | 0.01% | +124,300+38.5% | Added |
| Crossmark Global Holdings, Inc. | 517,030 | $2.21M | 0.06% | +1,160+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 524,228 | $2.24M | 0.01% | +244,325+87.3% | Added |
| Liontrust Investment Partners LLP | 632,543 | $2.71M | 0.04% | +40,000+6.8% | Added |
| Jump Financial, LLC | 637,383 | $2.73M | 0.12% | +616,219+2,911.6% | Added |
| Bank of Nova Scotia | 660,505 | $2.83M | 0.01% | +80,855+13.9% | Added |
| Dorsey Wright & Associates | 668,071 | $2.86M | 0.84% | +668,071 | New |
| Madison Asset Management, LLC | 677,610 | $2.90M | 0.05% | −40,845−5.7% | Reduced |
| Daiwa Securities Group Inc. | 708,347 | $3.03M | 0.02% | −74,000−9.5% | Reduced |
| Envestnet Asset Management Inc | 748,201 | $3.20M | 0.00% | +175,405+30.6% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 751,713 | $3.22M | 1.92% | −1,711,251−69.5% | Reduced |
| Virtu Financial LLC | 755,172 | $3.23M | 0.27% | +638,888+549.4% | Added |
| Kiwi Wealth Investments Limited Partnership | 767,100 | $3.28M | 0.23% | −51,895−6.3% | Reduced |
| Calamos Advisors LLC | 827,534 | $3.54M | 0.02% | −177,205−17.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 850,000 | $3.64M | 0.31% | −402,600−32.1% | Reduced |
| Voloridge Investment Management, LLC | 851,672 | $3.65M | 0.02% | −2,603,496−75.4% | Reduced |
| Clearbridge Investments, LLC | 869,667 | $3.72M | 0.00% | +53,408+6.5% | Added |
| Deprince Race & Zollo Inc | 874,400 | $3.74M | 0.09% | +874,400 | New |
| Massachusetts Financial Services Co | 897,972 | $3.84M | 0.00% | −3560.0% | Reduced |