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 |
|---|---|---|---|---|---|
| AXA S.A. | 1,100,988 | $5.69M | 0.02% | +193,650+21.3% | Added |
| Calamos Advisors LLC | 1,281,834 | $6.63M | 0.03% | +454,300+54.9% | Added |
| Millennium Management LLC | 1,299,217 | $6.72M | 0.01% | −1,275,514−49.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,303,719 | $6.74M | 0.04% | +779,491+148.7% | Added |
| Renaissance Group LLC | 1,328,681 | $6.87M | 0.37% | +4,313+0.3% | Added |
| Northwest & Ethical Investments L.P. | 1,344,872 | $6.95M | 0.28% | +361,084+36.7% | Added |
| American Century Companies Inc | 1,347,698 | $6.97M | 0.01% | +182,284+15.6% | Added |
| Oaktree Fund Advisors, LLC | 1,392,798 | $7.20M | 11.21% | +156,455+12.7% | Added |
| Cullen Capital Management LLC | 1,454,582 | $7.52M | 0.08% | −2,625−0.2% | Reduced |
| SEI Investments Co | 1,458,242 | $7.54M | 0.02% | −9,116−0.6% | Reduced |
| INCA Investments LLC | 1,486,790 | $7.69M | 4.43% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,498,836 | $7.75M | 0.05% | −14,129−0.9% | Reduced |
| Slate Path Capital LP | 1,499,000 | $7.75M | 0.50% | +1,499,000 | New |
| Rockefeller Capital Management L.P. | 1,562,564 | $8.08M | 0.04% | +1,499,185+2,365.4% | Added |
| Barclays PLC | 1,591,064 | $8.23M | 0.01% | +27,319+1.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,725,515 | $8.92M | 0.16% | −241,365−12.3% | Reduced |
| HSBC Holdings PLC | 1,766,116 | $9.42M | 0.02% | −113,002−6.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,841,097 | $9.52M | 0.02% | +1,841,097 | New |
| Barings LLC | 1,869,780 | $9.67M | 0.39% | 00.0% | Unchanged |
| Credit Suisse AG | 1,951,672 | $10.1M | 0.01% | −2,825,743−59.1% | Reduced |
| Northern Trust Corp | 2,010,073 | $10.4M | 0.00% | +135,251+7.2% | Added |
| Lazard Asset Management LLC | 2,129,928 | $11.0M | 0.02% | −131,061−5.8% | Reduced |
| Pinebridge Investments, L.P. | 2,157,984 | $11.2M | 0.14% | −52,807−2.4% | Reduced |
| Boston Common Asset Management, LLC | 2,366,294 | $12.2M | 0.64% | +6,112+0.3% | Added |
| Capital Research Global Investors | 2,369,201 | $12.2M | 0.00% | 00.0% | Unchanged |
| USS Investment Management Ltd | 2,525,966 | $13.0M | 0.20% | −1,314,000−34.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,734,740 | $14.1M | 0.17% | +2,734,740 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,849,277 | $14.8M | 0.06% | +203,500+7.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,866,500 | $14.8M | 0.09% | −157,600−5.2% | Reduced |
| State of New Jersey Common Pension Fund D | 3,068,831 | $15.9M | 0.06% | −222,795−6.8% | Reduced |
| Legal & General Group Plc | 3,073,068 | $15.9M | 0.01% | 00.0% | Unchanged |
| NS Partners Ltd | 3,394,670 | $17.6M | 1.14% | −6,749−0.2% | Reduced |
| Amundi | 3,197,831 | $18.4M | 0.01% | +173,264+5.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 3,585,168 | $18.5M | 1.86% | −1,925,039−34.9% | Reduced |
| STRS Ohio | 3,600,000 | $18.6M | 0.09% | −800,000−18.2% | Reduced |
| Marshall Wace, LLP | 4,022,405 | $20.8M | 0.05% | +4,022,405 | New |
| Morgan Stanley | 5,042,797 | $26.1M | 0.00% | −19,074,859−79.1% | Reduced |
| Todd Asset Management LLC | 5,145,740 | $26.6M | 0.74% | +597,766+13.1% | Added |
| Citigroup Inc | 6,026,180 | $31.2M | 0.04% | −1,920,105−24.2% | Reduced |
| Victory Capital Management Inc | 6,428,264 | $33.2M | 0.04% | +6,428,264 | New |
| UBS Group AG | 6,642,533 | $34.3M | 0.02% | +2,947,966+79.8% | Added |
| Bank of America Corp | 7,770,596 | $40.2M | 0.01% | −28,593,253−78.6% | Reduced |
| Seafarer Capital Partners, LLC | 8,804,000 | $45.5M | 21.88% | −3,980,000−31.1% | Reduced |
| Swedbank AB | 9,000,000 | $46.5M | 0.11% | −2,000,000−18.2% | Reduced |
| Russell Investments Group, Ltd. | 9,396,660 | $48.6M | 0.11% | −618,018−6.2% | Reduced |
| Northcape Capital Pty Ltd | 9,539,004 | $49.3M | 6.32% | +120,810+1.3% | Added |
| State Street Corp | 10,908,262 | $56.4M | 0.00% | +46,678+0.4% | Added |
| Deutsche Bank AG | 11,856,806 | $61.3M | 0.04% | +1,221,700+11.5% | Added |
| Mondrian Investment Partners LTD | 12,475,058 | $64.5M | 1.58% | −2,680,727−17.7% | Reduced |
| Macquarie Group Ltd | 13,076,513 | $67.6M | 0.08% | −47,597−0.4% | Reduced |
| GQG Partners LLC | 14,233,298 | $73.6M | 0.21% | +3,215,895+29.2% | Added |
| Ameriprise Financial Inc | 15,346,533 | $79.3M | 0.03% | +926,051+6.4% | Added |
| JPMorgan Chase & Co | 18,010,254 | $93.1M | 0.01% | −11,485,649−38.9% | Reduced |
| William Blair Investment Management, LLC | 18,062,091 | $93.4M | 0.37% | −3,753,656−17.2% | Reduced |
| Baillie Gifford & Co | 18,998,710 | $98.2M | 0.10% | +308,999+1.7% | Added |
| Itau Unibanco Holding S.A. | 19,067,475 | $98.6M | 3.97% | −2,531,282−11.7% | Reduced |
| Fisher Asset Management, LLC | 19,187,783 | $99.2M | 0.07% | +385,205+2.0% | Added |
| Dodge & Cox | 24,151,505 | $124.9M | 0.09% | −4,374,400−15.3% | Reduced |
| Orbis Allan Gray Ltd | 26,249,728 | $135.7M | 1.11% | −3,603,235−12.1% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 26,277,557 | $135.9M | 1.54% | −371,871−1.4% | Reduced |
| Harding Loevner LP | 26,518,866 | $137.1M | 0.90% | +3,717,167+16.3% | Added |
| Vanguard Group Inc | 26,734,375 | $138.2M | 0.00% | −469,857−1.7% | Reduced |
| BlackRock Inc. | 28,207,317 | $145.8M | 0.00% | −3,122,014−10.0% | Reduced |
| Franklin Resources Inc | 31,207,305 | $161.3M | 0.09% | +1,247,791+4.2% | Added |
| Pendal Group Limited | 45,328,334 | $234.3M | 2.28% | +37,718,267+495.6% | Added |
| Westwood Global Investments, LLC | 56,062,932 | $289.8M | 17.97% | +572,440+1.0% | Added |
| Goldman Sachs Group Inc | 63,855,845 | $330.1M | 0.10% | −4,809,448−7.0% | Reduced |
| Schroder Investment Management Group | 102,411,870 | $529.5M | 0.88% | −25,487,575−19.9% | Reduced |
| Sofos Investments, Inc. | 100 | – | – | +12+13.6% | Added |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −4,316,401−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,533,511−100.0% | Sold out |
| Atmos Capital Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −3,057,279−100.0% | Sold out |
| Moneda S.A. Administradora General de Fondos | 0 | $0 | 0.00% | −1,015,215−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −755,172−100.0% | Sold out |
| Sharp Capital Gestora de Recursos Ltda. | 0 | $0 | 0.00% | −751,713−100.0% | Sold out |
| Absoluto Partners Gestao de Recursos Ltda | 0 | $0 | 0.00% | −276,810−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −212,270−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −181,727−100.0% | Sold out |
| Newfoundland Capital Management | 0 | $0 | 0.00% | −168,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −116,168−100.0% | Sold out |
| Matthews International Capital Management LLC | 0 | $0 | 0.00% | −50,400−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −39,119−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −38,026−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −35,087−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −25,968−100.0% | Sold out |
| United Maritime Capital LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −10,854−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,501−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,697−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −1,762−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |