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, Q3 2022
Institutional positions in Itau Unibanco Holding S.A. as of Sep 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
- 269
- −1 vs. Q2 2022
- Shares held
- 809.8M
- −71.4M (−8.1%) vs. Q2 2022
- Total value
- $4.17B
- +$388.4M (+10.3%) vs. Q2 2022
- New holders
- 31
- 86 more added
- Sold out
- 32
- 107 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 102,411,870 | $529.5M | 0.88% | −25,487,575−19.9% | Reduced |
| Goldman Sachs Group Inc | 63,855,845 | $330.1M | 0.10% | −4,809,448−7.0% | Reduced |
| Westwood Global Investments, LLC | 56,062,932 | $289.8M | 17.97% | +572,440+1.0% | Added |
| Pendal Group Limited | 45,328,334 | $234.3M | 2.28% | +37,718,267+495.6% | Added |
| Franklin Resources Inc | 31,207,305 | $161.3M | 0.09% | +1,247,791+4.2% | Added |
| BlackRock Inc. | 28,207,317 | $145.8M | 0.00% | −3,122,014−10.0% | Reduced |
| Vanguard Group Inc | 26,734,375 | $138.2M | 0.00% | −469,857−1.7% | Reduced |
| Harding Loevner LP | 26,518,866 | $137.1M | 0.90% | +3,717,167+16.3% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 26,277,557 | $135.9M | 1.54% | −371,871−1.4% | Reduced |
| Orbis Allan Gray Ltd | 26,249,728 | $135.7M | 1.11% | −3,603,235−12.1% | Reduced |
| Dodge & Cox | 24,151,505 | $124.9M | 0.09% | −4,374,400−15.3% | Reduced |
| Fisher Asset Management, LLC | 19,187,783 | $99.2M | 0.07% | +385,205+2.0% | Added |
| Itau Unibanco Holding S.A. | 19,067,475 | $98.6M | 3.97% | −2,531,282−11.7% | Reduced |
| Baillie Gifford & Co | 18,998,710 | $98.2M | 0.10% | +308,999+1.7% | Added |
| William Blair Investment Management, LLC | 18,062,091 | $93.4M | 0.37% | −3,753,656−17.2% | Reduced |
| JPMorgan Chase & Co | 18,010,254 | $93.1M | 0.01% | −11,485,649−38.9% | Reduced |
| Ameriprise Financial Inc | 15,346,533 | $79.3M | 0.03% | +926,051+6.4% | Added |
| GQG Partners LLC | 14,233,298 | $73.6M | 0.21% | +3,215,895+29.2% | Added |
| Macquarie Group Ltd | 13,076,513 | $67.6M | 0.08% | −47,597−0.4% | Reduced |
| Mondrian Investment Partners LTD | 12,475,058 | $64.5M | 1.58% | −2,680,727−17.7% | Reduced |
| Deutsche Bank AG | 11,856,806 | $61.3M | 0.04% | +1,221,700+11.5% | Added |
| State Street Corp | 10,908,262 | $56.4M | 0.00% | +46,678+0.4% | Added |
| Northcape Capital Pty Ltd | 9,539,004 | $49.3M | 6.32% | +120,810+1.3% | Added |
| Russell Investments Group, Ltd. | 9,396,660 | $48.6M | 0.11% | −618,018−6.2% | Reduced |
| Swedbank AB | 9,000,000 | $46.5M | 0.11% | −2,000,000−18.2% | Reduced |
| Seafarer Capital Partners, LLC | 8,804,000 | $45.5M | 21.88% | −3,980,000−31.1% | Reduced |
| Bank of America Corp | 7,770,596 | $40.2M | 0.01% | −28,593,253−78.6% | Reduced |
| UBS Group AG | 6,642,533 | $34.3M | 0.02% | +2,947,966+79.8% | Added |
| Victory Capital Management Inc | 6,428,264 | $33.2M | 0.04% | +6,428,264 | New |
| Citigroup Inc | 6,026,180 | $31.2M | 0.04% | −1,920,105−24.2% | Reduced |
| Todd Asset Management LLC | 5,145,740 | $26.6M | 0.74% | +597,766+13.1% | Added |
| Morgan Stanley | 5,042,797 | $26.1M | 0.00% | −19,074,859−79.1% | Reduced |
| Marshall Wace, LLP | 4,022,405 | $20.8M | 0.05% | +4,022,405 | New |
| STRS Ohio | 3,600,000 | $18.6M | 0.09% | −800,000−18.2% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 3,585,168 | $18.5M | 1.86% | −1,925,039−34.9% | Reduced |
| Amundi | 3,197,831 | $18.4M | 0.01% | +173,264+5.7% | Added |
| NS Partners Ltd | 3,394,670 | $17.6M | 1.14% | −6,749−0.2% | Reduced |
| Legal & General Group Plc | 3,073,068 | $15.9M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 3,068,831 | $15.9M | 0.06% | −222,795−6.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,866,500 | $14.8M | 0.09% | −157,600−5.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,849,277 | $14.8M | 0.06% | +203,500+7.7% | Added |
| Teachers Retirement System of the State of Kentucky | 2,734,740 | $14.1M | 0.17% | +2,734,740 | New |
| USS Investment Management Ltd | 2,525,966 | $13.0M | 0.20% | −1,314,000−34.2% | Reduced |
| Capital Research Global Investors | 2,369,201 | $12.2M | 0.00% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 2,366,294 | $12.2M | 0.64% | +6,112+0.3% | Added |
| Pinebridge Investments, L.P. | 2,157,984 | $11.2M | 0.14% | −52,807−2.4% | Reduced |
| Lazard Asset Management LLC | 2,129,928 | $11.0M | 0.02% | −131,061−5.8% | Reduced |
| Northern Trust Corp | 2,010,073 | $10.4M | 0.00% | +135,251+7.2% | Added |
| Credit Suisse AG | 1,951,672 | $10.1M | 0.01% | −2,825,743−59.1% | Reduced |
| Barings LLC | 1,869,780 | $9.67M | 0.39% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,841,097 | $9.52M | 0.02% | +1,841,097 | New |
| HSBC Holdings PLC | 1,766,116 | $9.42M | 0.02% | −113,002−6.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,725,515 | $8.92M | 0.16% | −241,365−12.3% | Reduced |
| Barclays PLC | 1,591,064 | $8.23M | 0.01% | +27,319+1.7% | Added |
| Rockefeller Capital Management L.P. | 1,562,564 | $8.08M | 0.04% | +1,499,185+2,365.4% | Added |
| Slate Path Capital LP | 1,499,000 | $7.75M | 0.50% | +1,499,000 | New |
| Earnest Partners LLC | 1,498,836 | $7.75M | 0.05% | −14,129−0.9% | Reduced |
| INCA Investments LLC | 1,486,790 | $7.69M | 4.43% | 00.0% | Unchanged |
| SEI Investments Co | 1,458,242 | $7.54M | 0.02% | −9,116−0.6% | Reduced |
| Cullen Capital Management LLC | 1,454,582 | $7.52M | 0.08% | −2,625−0.2% | Reduced |
| Oaktree Fund Advisors, LLC | 1,392,798 | $7.20M | 11.21% | +156,455+12.7% | Added |
| American Century Companies Inc | 1,347,698 | $6.97M | 0.01% | +182,284+15.6% | Added |
| Northwest & Ethical Investments L.P. | 1,344,872 | $6.95M | 0.28% | +361,084+36.7% | Added |
| Renaissance Group LLC | 1,328,681 | $6.87M | 0.37% | +4,313+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,303,719 | $6.74M | 0.04% | +779,491+148.7% | Added |
| Millennium Management LLC | 1,299,217 | $6.72M | 0.01% | −1,275,514−49.5% | Reduced |
| Calamos Advisors LLC | 1,281,834 | $6.63M | 0.03% | +454,300+54.9% | Added |
| AXA S.A. | 1,100,988 | $5.69M | 0.02% | +193,650+21.3% | Added |
| Geode Capital Management, LLC | 1,076,227 | $5.56M | 0.00% | +1,601+0.1% | Added |
| Deprince Race & Zollo Inc | 1,004,300 | $5.19M | 0.13% | +129,900+14.9% | Added |
| Storebrand Asset Management AS | 936,615 | $4.84M | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 911,942 | $4.71M | 0.15% | −312,290−25.5% | Reduced |
| Clearbridge Investments, LLC | 866,921 | $4.48M | 0.00% | −2,746−0.3% | Reduced |
| Envestnet Asset Management Inc | 764,859 | $3.95M | 0.00% | +16,658+2.2% | Added |
| Voloridge Investment Management, LLC | 757,417 | $3.92M | 0.02% | −94,255−11.1% | Reduced |
| Constellation Investimentos e Participacoes Ltda | 702,900 | $3.63M | 3.24% | +702,900 | New |
| Daiwa Securities Group Inc. | 683,347 | $3.53M | 0.03% | −25,000−3.5% | Reduced |
| Leonteq Securities AG | 663,648 | $3.43M | 0.18% | −782,202−54.1% | Reduced |
| Madison Asset Management, LLC | 653,410 | $3.38M | 0.06% | −24,200−3.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 767,100 | $3.28M | 0.23% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 621,909 | $3.21M | 0.01% | +174,869+39.1% | Added |
| Liontrust Investment Partners LLP | 597,543 | $3.09M | 0.05% | −35,000−5.5% | Reduced |
| Natixis Advisors, L.P. | 572,681 | $2.96M | 0.01% | +155,868+37.4% | Added |
| BNP Paribas Arbitrage, SA | 562,403 | $2.91M | 0.01% | −1,523,303−73.0% | Reduced |
| Crossmark Global Holdings, Inc. | 544,857 | $2.82M | 0.08% | +27,827+5.4% | Added |
| Formuepleje A/S | 512,384 | $2.65M | 0.22% | +512,384 | New |
| Lombard Odier Asset Management (Switzerland) SA | 511,300 | $2.64M | 0.22% | −338,700−39.8% | Reduced |
| Banco BTG Pactual S.A. | 452,240 | $2.34M | 1.30% | +440,000+3,594.8% | Added |
| Banque Cantonale Vaudoise | 440,000 | $2.27M | 0.13% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 439,372 | $2.27M | 0.03% | +439,372 | New |
| Ronit Capital LLP | 437,500 | $2.26M | 3.21% | +112,500+34.6% | Added |
| WP Advisors, LLC | 367,791 | $1.90M | 0.86% | −4,150−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 365,146 | $1.86M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 356,609 | $1.84M | 0.00% | −15,128−4.1% | Reduced |
| AQR Capital Management LLC | 355,521 | $1.84M | 0.00% | −18,171−4.9% | Reduced |
| Deltec Asset Management LLC | 351,292 | $1.82M | 0.45% | +25,300+7.8% | Added |
| Pzena Investment Management LLC | 343,744 | $1.78M | 0.01% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 330,721 | $1.71M | 0.94% | +113,349+52.1% | Added |
| Royal Bank of Canada | 325,192 | $1.68M | 0.00% | +7,268+2.3% | Added |
| Edgestream Partners, L.P. | 294,739 | $1.52M | 0.12% | −1,325,081−81.8% | Reduced |