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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.

Institutional holdersQ3 2022: 269 institutions
Q1 2021: 303 institutionsQ2 2021: 303 institutionsQ3 2021: 306 institutionsQ4 2021: 269 institutionsQ1 2022: 277 institutionsQ2 2022: 274 institutionsQ3 2022: 269 institutionsQ4 2022: 290 institutionsQ1 2023: 273 institutionsQ2 2023: 289 institutionsQ3 2023: 285 institutionsQ4 2023: 315 institutionsQ1 2024: 324 institutionsQ2 2024: 334 institutionsQ3 2024: 348 institutionsQ4 2024: 332 institutionsQ1 2025: 316 institutionsQ2 2025: 333 institutionsQ3 2025: 335 institutionsQ4 2025: 383 institutionsQ1 2026: 389 institutionsQ2 2026: 394 institutions
Value heldQ3 2022: $4.17B
Q1 2021: $5.10BQ2 2021: $6.38BQ3 2021: $5.44BQ4 2021: $3.92BQ1 2022: $5.57BQ2 2022: $3.78BQ3 2022: $4.17BQ4 2022: $3.96BQ1 2023: $4.03BQ2 2023: $4.85BQ3 2023: $4.40BQ4 2023: $5.83BQ1 2024: $5.62BQ2 2024: $4.90BQ3 2024: $5.72BQ4 2024: $4.43BQ1 2025: $5.56BQ2 2025: $7.78BQ3 2025: $8.84BQ4 2025: $8.72BQ1 2026: $10.0BQ2 2026: $9.52B
Institutions holding ITUB and their total value by quarter
QuarterHoldersValue
Q2 2026394$9.52B
Q1 2026389$10.0B
Q4 2025383$8.72B
Q3 2025335$8.84B
Q2 2025333$7.78B
Q1 2025316$5.56B
Q4 2024332$4.43B
Q3 2024348$5.72B
Q2 2024334$4.90B
Q1 2024324$5.62B
Q4 2023315$5.83B
Q3 2023285$4.40B
Q2 2023289$4.85B
Q1 2023273$4.03B
Q4 2022290$3.96B
Q3 2022269$4.17B
Q2 2022274$3.78B
Q1 2022277$5.57B
Q4 2021269$3.92B
Q3 2021306$5.44B
Q2 2021303$6.38B
Q1 2021303$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.

Institutions holding ITUB in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sumitomo Mitsui Trust Holdings, Inc.286,345$1.48M0.00%00.0%Unchanged
Eagle Global Advisors LLC272,000$1.41M0.11%−15,000−5.2%Reduced
Wellington Management Group LLP263,918$1.36M0.00%+263,918New
Atria Investments LLC262,352$1.36M0.03%+262,352New
Renaissance Technologies LLC248,074$1.28M0.00%+248,074New
Banco Santander, S.A.216,980$1.12M0.01%+136,752+170.5%Added
UBS Asset Management Americas Inc208,940$1.08M0.00%−2,500−1.2%Reduced
LPL Financial LLC205,320$1.06M0.00%−7,571−3.6%Reduced
Bayesian Capital Management, LP202,600$1.05M0.21%+202,600New
Quattro Financial Advisors LLC200,000$1.03M0.41%00.0%Unchanged
Invesco Ltd.197,044$1.02M0.00%+5,190+2.7%Added
Profund Advisors LLC188,514$975.0K0.07%−14,033−6.9%Reduced
Thrivent Financial for Lutherans185,300$958.0K0.00%−119,009−39.1%Reduced
Baker Avenue Asset Management, LP185,000$956.0K0.06%00.0%Unchanged
Kiron Capital Gestao de Recursos Ltda.183,832$950.0K2.58%−25,700−12.3%Reduced
Susquehanna Fundamental Investments, LLC182,128$942.0K0.02%+182,128New
Stifel Financial Corp177,269$917.0K0.00%−2,792−1.6%Reduced
Euro Pacific Asset Management, LLC170,559$892.0K0.23%−2,125−1.2%Reduced
Longfellow Investment Management Co LLC171,583$887.0K0.18%−104,989−38.0%Reduced
Comerica Bank151,002$839.0K0.01%−542−0.4%Reduced
US Bancorp152,902$790.0K0.00%−15,921−9.4%Reduced
Sabadell Asset Management, S.A S.G.I.I.C137,129$787.1K0.17%+8,553+6.7%Added
Nordea Investment Management AB151,237$783.0K0.00%−17,343−10.3%Reduced
Mitsubishi UFJ Trust & Banking Corp148,949$770.0K0.00%−4,312−2.8%Reduced
Fifth Third Bancorp147,862$764.0K0.00%+67,644+84.3%Added
Marathon Trading Investment Management LLC146,300$756.0K0.50%+51,300+54.0%Added
Veriti Management LLC136,304$705.0K0.10%+13,080+10.6%Added
Jane Street Group, LLC127,383$661.0K0.00%−2,700,125−95.5%Reduced
Candriam Luxembourg S.C.A.124,441$643.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC123,146$636.7K0.12%+7,316+6.3%Added
First Trust Advisors LP107,002$553.0K0.00%+66,628+165.0%Added
Banco Bilbao Vizcaya Argentaria, S.A.107,630$551.0K0.01%+7,830+7.8%Added
Dimensional Fund Advisors LP105,915$547.0K0.00%+4,852+4.8%Added
Diversified Trust Co100,873$522.0K0.02%00.0%Unchanged
Legacy Wealth Asset Management, LLC98,397$509.0K0.22%+40,431+69.7%Added
Jump Financial, LLC96,894$501.0K0.02%−540,489−84.8%Reduced
Raymond James & Associates94,159$487.0K0.00%+50,042+113.4%Added
Advisor Group Holdings, Inc.92,403$478.0K0.00%−4,419−4.6%Reduced
Truist Financial Corp89,473$462.0K0.00%−27,342−23.4%Reduced
Wealth Alliance85,532$442.0K0.09%+8,891+11.6%Added
Nomura Asset Management Co Ltd82,584$427.0K0.00%00.0%Unchanged
Yousif Capital Management, LLC80,991$419.0K0.01%+6,470+8.7%Added
Brandywine Global Investment Management, LLC80,758$418.0K0.00%+3,458+4.5%Added
TownSquare Capital, LLC80,425$417.0K0.01%+3,136+4.1%Added
Seven Eight Capital, LP80,197$414.0K0.08%+80,197New
XTX Topco Ltd77,106$399.0K0.10%+77,106New
London & Capital Asset Management Ltd75,000$388.0K0.04%00.0%Unchanged
Cubist Systematic Strategies, LLC74,417$385.0K0.00%+2,347+3.3%Added
Mariner, LLC73,315$379.0K0.00%+73,315New
Baldwin Investment Management, LLC69,712$360.0K0.14%−2,168−3.0%Reduced
Pathstone Family Office, LLC68,990$356.9K0.01%−75−0.1%Reduced
Susquehanna International Group, LLP68,758$355.0K0.00%−197,562−74.2%Reduced
Eqis Capital Management, Inc.66,121$341.5K0.04%−6,415−8.8%Reduced
HBK Sorce Advisory LLC65,151$337.0K0.02%+40,598+165.3%Added
Cloverfields Capital Group, LP63,669$329.0K0.11%+4,006+6.7%Added
Henshaw Capital LLC55,978$289.4K0.02%+55,978New
Toroso Investments, LLC54,503$282.0K0.01%+3,300+6.4%Added
Old National Bancorp54,471$282.0K0.01%+10,200+23.0%Added
SG Americas Securities, LLC53,503$277.0K0.00%−245,163−82.1%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd52,000$269.0K0.01%00.0%Unchanged
Qtron Investments LLC51,767$268.0K0.07%+14,510+38.9%Added
Cerity Partners LLC49,873$258.0K0.00%+6,997+16.3%Added
Advisor Partners II, LLC47,098$243.0K0.02%+47,098New
Financial Counselors Inc46,743$242.0K0.01%+62+0.1%Added
River Road Asset Management, LLC46,352$240.0K0.00%−927−2.0%Reduced
Two Sigma Securities, LLC44,686$231.0K0.03%−173,470−79.5%Reduced
ClariVest Asset Management LLC44,300$229.0K0.01%−21,800−33.0%Reduced
Sompo Asset Management Co., Ltd.44,350$229.0K0.06%+8,470+23.6%Added
Vestmark Advisory Solutions, Inc.44,056$228.0K0.01%−11,286−20.4%Reduced
Alterna Wealth Management, Inc42,244$218.0K0.26%+3,088+7.9%Added
Standard Life Aberdeen plc41,746$216.0K0.00%−41,854−50.1%Reduced
Personal Cfo Solutions, LLC39,705$205.0K0.05%−1,058−2.6%Reduced
Advisors Asset Management, Inc.39,066$202.0K0.00%−375−1.0%Reduced
Guggenheim Capital LLC36,384$188.0K0.00%−28,139−43.6%Reduced
Gould Asset Management LLC35,195$182.0K0.06%+80+0.2%Added
Checchi Capital Advisers, LLC35,053$181.0K0.02%00.0%Unchanged
Wrapmanager Inc34,115$176.0K0.06%−9,855−22.4%Reduced
Bank of Nova Scotia32,265$167.0K0.00%−628,240−95.1%Reduced
Campbell & CO Investment Adviser LLC31,219$161.0K0.04%−21,347−40.6%Reduced
Baldwin Brothers Inc30,460$157.0K0.02%00.0%Unchanged
Bank of New York Mellon Corp29,629$153.0K0.00%−3,723−11.2%Reduced
JustInvest LLC26,220$136.0K0.01%+4,163+18.9%Added
Commerzbank Aktiengesellschaft25,749$134.0K0.01%+25,749New
Ameraudi Asset Management, Inc.25,150$130.0K0.06%00.0%Unchanged
Johnson Investment Counsel Inc24,800$128.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.24,608$127.0K0.00%+2,940+13.6%Added
Boston Partners409,222$126.0K0.00%+1,771+0.4%Added
Wells Fargo & Company23,890$124.0K0.00%−29,921−55.6%Reduced
Ethic Inc.23,441$121.0K0.01%−2,832−10.8%Reduced
Claro Advisors LLC27,718$119.0K0.05%00.0%Unchanged
Aviva PLC20,670$107.0K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.20,644$107.0K0.02%+459+2.3%Added
Lake Street Advisors Group, LLC20,442$106.0K0.01%00.0%Unchanged
KCS Wealth Advisory19,854$103.0K0.05%−497−2.4%Reduced
Perpetual Investment Management Ltd17,322$90.0K0.01%−4,640−21.1%Reduced
Winton Group Ltd16,790$87.0K0.01%−40,559−70.7%Reduced
Veracity Capital LLC16,669$86.0K0.05%−2,738−14.1%Reduced
FDx Advisors, Inc.16,354$85.0K0.00%+1,706+11.6%Added
Fulton Bank, N.A.16,204$84.0K0.01%00.0%Unchanged
Cetera Investment Advisers16,099$83.0K0.00%+23+0.1%Added