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 |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 44,300 | $229.0K | 0.01% | −21,800−33.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 44,350 | $229.0K | 0.06% | +8,470+23.6% | Added |
| Two Sigma Securities, LLC | 44,686 | $231.0K | 0.03% | −173,470−79.5% | Reduced |
| River Road Asset Management, LLC | 46,352 | $240.0K | 0.00% | −927−2.0% | Reduced |
| Financial Counselors Inc | 46,743 | $242.0K | 0.01% | +62+0.1% | Added |
| Advisor Partners II, LLC | 47,098 | $243.0K | 0.02% | +47,098 | New |
| Cerity Partners LLC | 49,873 | $258.0K | 0.00% | +6,997+16.3% | Added |
| Qtron Investments LLC | 51,767 | $268.0K | 0.07% | +14,510+38.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 52,000 | $269.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 53,503 | $277.0K | 0.00% | −245,163−82.1% | Reduced |
| Toroso Investments, LLC | 54,503 | $282.0K | 0.01% | +3,300+6.4% | Added |
| Old National Bancorp | 54,471 | $282.0K | 0.01% | +10,200+23.0% | Added |
| Henshaw Capital LLC | 55,978 | $289.4K | 0.02% | +55,978 | New |
| Cloverfields Capital Group, LP | 63,669 | $329.0K | 0.11% | +4,006+6.7% | Added |
| HBK Sorce Advisory LLC | 65,151 | $337.0K | 0.02% | +40,598+165.3% | Added |
| Eqis Capital Management, Inc. | 66,121 | $341.5K | 0.04% | −6,415−8.8% | Reduced |
| Susquehanna International Group, LLP | 68,758 | $355.0K | 0.00% | −197,562−74.2% | Reduced |
| Pathstone Family Office, LLC | 68,990 | $356.9K | 0.01% | −75−0.1% | Reduced |
| Baldwin Investment Management, LLC | 69,712 | $360.0K | 0.14% | −2,168−3.0% | Reduced |
| Mariner, LLC | 73,315 | $379.0K | 0.00% | +73,315 | New |
| Cubist Systematic Strategies, LLC | 74,417 | $385.0K | 0.00% | +2,347+3.3% | Added |
| London & Capital Asset Management Ltd | 75,000 | $388.0K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 77,106 | $399.0K | 0.10% | +77,106 | New |
| Seven Eight Capital, LP | 80,197 | $414.0K | 0.08% | +80,197 | New |
| TownSquare Capital, LLC | 80,425 | $417.0K | 0.01% | +3,136+4.1% | Added |
| Brandywine Global Investment Management, LLC | 80,758 | $418.0K | 0.00% | +3,458+4.5% | Added |
| Yousif Capital Management, LLC | 80,991 | $419.0K | 0.01% | +6,470+8.7% | Added |
| Nomura Asset Management Co Ltd | 82,584 | $427.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 85,532 | $442.0K | 0.09% | +8,891+11.6% | Added |
| Truist Financial Corp | 89,473 | $462.0K | 0.00% | −27,342−23.4% | Reduced |
| Advisor Group Holdings, Inc. | 92,403 | $478.0K | 0.00% | −4,419−4.6% | Reduced |
| Raymond James & Associates | 94,159 | $487.0K | 0.00% | +50,042+113.4% | Added |
| Jump Financial, LLC | 96,894 | $501.0K | 0.02% | −540,489−84.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 98,397 | $509.0K | 0.22% | +40,431+69.7% | Added |
| Diversified Trust Co | 100,873 | $522.0K | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 105,915 | $547.0K | 0.00% | +4,852+4.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 107,630 | $551.0K | 0.01% | +7,830+7.8% | Added |
| First Trust Advisors LP | 107,002 | $553.0K | 0.00% | +66,628+165.0% | Added |
| Atlas Capital Advisors LLC | 123,146 | $636.7K | 0.12% | +7,316+6.3% | Added |
| Candriam Luxembourg S.C.A. | 124,441 | $643.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 127,383 | $661.0K | 0.00% | −2,700,125−95.5% | Reduced |
| Veriti Management LLC | 136,304 | $705.0K | 0.10% | +13,080+10.6% | Added |
| Marathon Trading Investment Management LLC | 146,300 | $756.0K | 0.50% | +51,300+54.0% | Added |
| Fifth Third Bancorp | 147,862 | $764.0K | 0.00% | +67,644+84.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 148,949 | $770.0K | 0.00% | −4,312−2.8% | Reduced |
| Nordea Investment Management AB | 151,237 | $783.0K | 0.00% | −17,343−10.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 137,129 | $787.1K | 0.17% | +8,553+6.7% | Added |
| US Bancorp | 152,902 | $790.0K | 0.00% | −15,921−9.4% | Reduced |
| Comerica Bank | 151,002 | $839.0K | 0.01% | −542−0.4% | Reduced |
| Longfellow Investment Management Co LLC | 171,583 | $887.0K | 0.18% | −104,989−38.0% | Reduced |
| Euro Pacific Asset Management, LLC | 170,559 | $892.0K | 0.23% | −2,125−1.2% | Reduced |
| Stifel Financial Corp | 177,269 | $917.0K | 0.00% | −2,792−1.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 182,128 | $942.0K | 0.02% | +182,128 | New |
| Kiron Capital Gestao de Recursos Ltda. | 183,832 | $950.0K | 2.58% | −25,700−12.3% | Reduced |
| Baker Avenue Asset Management, LP | 185,000 | $956.0K | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 185,300 | $958.0K | 0.00% | −119,009−39.1% | Reduced |
| Profund Advisors LLC | 188,514 | $975.0K | 0.07% | −14,033−6.9% | Reduced |
| Invesco Ltd. | 197,044 | $1.02M | 0.00% | +5,190+2.7% | Added |
| Quattro Financial Advisors LLC | 200,000 | $1.03M | 0.41% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 202,600 | $1.05M | 0.21% | +202,600 | New |
| LPL Financial LLC | 205,320 | $1.06M | 0.00% | −7,571−3.6% | Reduced |
| UBS Asset Management Americas Inc | 208,940 | $1.08M | 0.00% | −2,500−1.2% | Reduced |
| Banco Santander, S.A. | 216,980 | $1.12M | 0.01% | +136,752+170.5% | Added |
| Renaissance Technologies LLC | 248,074 | $1.28M | 0.00% | +248,074 | New |
| Atria Investments LLC | 262,352 | $1.36M | 0.03% | +262,352 | New |
| Wellington Management Group LLP | 263,918 | $1.36M | 0.00% | +263,918 | New |
| Eagle Global Advisors LLC | 272,000 | $1.41M | 0.11% | −15,000−5.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 286,345 | $1.48M | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 294,739 | $1.52M | 0.12% | −1,325,081−81.8% | Reduced |
| Royal Bank of Canada | 325,192 | $1.68M | 0.00% | +7,268+2.3% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 330,721 | $1.71M | 0.94% | +113,349+52.1% | Added |
| Pzena Investment Management LLC | 343,744 | $1.78M | 0.01% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 351,292 | $1.82M | 0.45% | +25,300+7.8% | Added |
| AQR Capital Management LLC | 355,521 | $1.84M | 0.00% | −18,171−4.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 356,609 | $1.84M | 0.00% | −15,128−4.1% | Reduced |
| DekaBank Deutsche Girozentrale | 365,146 | $1.86M | 0.01% | 00.0% | Unchanged |
| WP Advisors, LLC | 367,791 | $1.90M | 0.86% | −4,150−1.1% | Reduced |
| Ronit Capital LLP | 437,500 | $2.26M | 3.21% | +112,500+34.6% | Added |
| Employees Retirement System of Texas | 439,372 | $2.27M | 0.03% | +439,372 | New |
| Banque Cantonale Vaudoise | 440,000 | $2.27M | 0.13% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 452,240 | $2.34M | 1.30% | +440,000+3,594.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 511,300 | $2.64M | 0.22% | −338,700−39.8% | Reduced |
| Formuepleje A/S | 512,384 | $2.65M | 0.22% | +512,384 | New |
| Crossmark Global Holdings, Inc. | 544,857 | $2.82M | 0.08% | +27,827+5.4% | Added |
| BNP Paribas Arbitrage, SA | 562,403 | $2.91M | 0.01% | −1,523,303−73.0% | Reduced |
| Natixis Advisors, L.P. | 572,681 | $2.96M | 0.01% | +155,868+37.4% | Added |
| Liontrust Investment Partners LLP | 597,543 | $3.09M | 0.05% | −35,000−5.5% | Reduced |
| First Eagle Investment Management, LLC | 621,909 | $3.21M | 0.01% | +174,869+39.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 767,100 | $3.28M | 0.23% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 653,410 | $3.38M | 0.06% | −24,200−3.6% | Reduced |
| Leonteq Securities AG | 663,648 | $3.43M | 0.18% | −782,202−54.1% | Reduced |
| Daiwa Securities Group Inc. | 683,347 | $3.53M | 0.03% | −25,000−3.5% | Reduced |
| Constellation Investimentos e Participacoes Ltda | 702,900 | $3.63M | 3.24% | +702,900 | New |
| Voloridge Investment Management, LLC | 757,417 | $3.92M | 0.02% | −94,255−11.1% | Reduced |
| Envestnet Asset Management Inc | 764,859 | $3.95M | 0.00% | +16,658+2.2% | Added |
| Clearbridge Investments, LLC | 866,921 | $4.48M | 0.00% | −2,746−0.3% | Reduced |
| Trillium Asset Management, LLC | 911,942 | $4.71M | 0.15% | −312,290−25.5% | Reduced |
| Storebrand Asset Management AS | 936,615 | $4.84M | 0.03% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 1,004,300 | $5.19M | 0.13% | +129,900+14.9% | Added |
| Geode Capital Management, LLC | 1,076,227 | $5.56M | 0.00% | +1,601+0.1% | Added |